The earnings call highlighted significant achievements in clinical milestones, financial growth, and pipeline expansion, indicating strong momentum. However, there were challenges with exchange losses and an operating loss despite revenue growth. Overall, the positive aspects and future outlook outweigh the negatives.
Company Guidance
During the conference call, argenx provided comprehensive guidance on its recent achievements and future objectives. In 2024, the company delivered $2.2 billion in product net sales, marking a 98% year-over-year growth, with a significant contribution from VYVGART's expansion across multiple indications. The company emphasized its plans to advance ten Phase III and ten proof-of-concept studies, including key programs like efgartigimod and empasiprubart, aiming to disrupt existing treatment paradigms in areas like CIDP and MMN. Financially, argenx reported a full-year operating income of $2.3 billion, with a gross margin of 90%, and projected a 25% increase in R&D and SG&A expenses for 2025, underscoring its commitment to innovation and pipeline growth. The potential approval of a prefilled syringe for self-administration in the U.S. is anticipated to further drive growth, leveraging the company's strong market access and strategic positioning in autoimmune diseases.
Significant Patient Reach and Clinical Milestones
Expanded reach to over 10,000 patients globally across 3 approved indications. Achieved key clinical milestones with empasiprubart advancing to Phase III and efgartigimod advancing into larger registrational studies.
VYVGART's Impact and Expansion
VYVGART has significantly shaped the gMG treatment landscape. Prefilled syringe for self-administration expected to drive growth in 2025 for both MG and CIDP.
Financial Growth and Profitability
Product net sales reached $2.2 billion for the full year, with a 98% growth compared to the previous year. 2025 expected to be the first year as a profitable company.
Pipeline and Innovation
Advancing 10 Phase III and 10 proof-of-concept studies across multiple programs. Nominated 4 new molecules for Phase I development.
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Argenx Se (DE:1AEA) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DE:1AEA Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 27, 2025
€590.00
€590.00
0.00%
Oct 31, 2024
€505.00
€520.00
+2.97%
Jul 25, 2024
€430.00
€422.00
-1.86%
May 09, 2024
€366.00
€354.00
-3.28%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Argenx (DE:1AEA) report earnings?
Argenx (DE:1AEA) is schdueled to report earning on May 08, 2025, TBA Not Confirmed.
What is Argenx (DE:1AEA) earnings time?
Argenx (DE:1AEA) earnings time is at May 08, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.