Argen X SE - ADR
ARGX
Market Cap$36.4B
Close$
Earnings Call Q4 2024
February 27, 2025 - AI Summary
Strong Financial Performance: In Q4 2024, product net sales reached $737 million, marking a 29% quarter-over-quarter growth and a remarkable 98% increase year-over-year. For the full year, total operating income was $2.3 billion, demonstrating sustained commercial success.
Significant Gross Margin and Profitability: The gross margin remained high at 90% for Q4, despite higher costs related to VYVGART Hytrulo. The operating profit for Q4 was $103 million, and the company is forecasting to become profitable for the first time in 2025, with a projected operating expense increase of 25% to $2.5 billion driven by R&D investments.
Upcoming PDUFA for Prefilled Syringe (PFS): Anticipating FDA approval of the PFS for VYVGART by April 2025, which is expected to increase gross-to-net dynamics by expanding patient access and convenience. This could lead to a significant growth opportunity in MG and CIDP markets.
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$413.16
31.1% downside
Current Fair Value
31.1% downsideOvervalued by 31.1% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $36.40 Billion |
|---|---|
| Enterprise Value | $34.99 Billion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $13.92 |
| Beta | 0.2 |
| Outstanding Shares | 70,949,547 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 52.62 |
|---|---|
| PEG | -23.3 |
| Price to Sales | 19.35 |
| Price to Book Ratio | 8.11 |
| Enterprise Value to Revenue | 15.49 |
| Enterprise Value to EBIT | -90.68 |
| Enterprise Value to Net Income | -344 |
| Total Debt to Enterprise | 0 |
| Debt to Equity | 0.01 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Argen X SE
CEO: Tim Van Hauwermeiren