On Nov 02, major Wall Street analysts update their ratings for $argenx SE (ARGX.US)$, with price targets ranging from $606 to $688.
Guggenheim analyst Yatin Suneja maintains with a buy rating, and adjusts the target price from $585 to $665.
Baird analyst Joel Beatty downgrades to a hold rating, and adjusts the target price from $515 to $650.
Oppenheimer analyst Leland Gershell maintains with a buy rating, and adjusts the target price from $560 to $646.
Piper Sandler analyst Allison Bratzel maintains with a buy rating, and adjusts the target price from $553 to $620.
Raymond James analyst Danielle Brill maintains with a buy rating, and adjusts the target price from $605 to $688.
Furthermore, according to the comprehensive report, the opinions of $argenx SE (ARGX.US)$'s main analysts recently are as follows:
Argenx's third-quarter performance surpassed expectations, bolstered by robust growth in gMG. The sustained swift pace of the Vyvgart launch in gMG reinforces the belief that the commercial prospects may be more substantial than previously anticipated.
Argenx's net product revenue significantly exceeded consensus estimates, and the launch of Vyvgart Hytrulo into CIDP seems promising. Although revenue per indication was not formally disclosed, observations suggest that the initial uptake for CIDP is mirroring the early performance in the gMG market. This implies sales of approximately $20M in CIDP in the first commercial quarter following the label expansion, which bolsters the strong prospects for market capture in CIDP.
The initial expectations for Vyvgart's revenue contribution in the treatment of chronic inflammatory demyelinating polyneuropathy during the quarter were overly optimistic; however, the product's market introduction is deemed to be strong.
The significant appreciation of Argenx's stock, rising 65% to a $35B market capitalization over the last six months, is attributed to robust revenue in the last two quarters and the positive reception to the company's 'Vision 2030' presented at the R&D day event in July. It is now believed that the current stock valuation reflects the anticipation of 'very strong growth' for Vyvgart in the upcoming quarters, as well as considerable value being given to the company's pipeline. Going forward, it is expected that there might be fewer major developments to act as catalysts.
Here are the latest investment ratings and price targets for $argenx SE (ARGX.US)$ from 9 analysts:
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美東時間11月2日，多家華爾街大行更新了$argenx SE (ARGX.US)$的評級，目標價介於606美元至688美元。
Guggenheim分析師Yatin Suneja維持買入評級，並將目標價從585美元上調至665美元。
貝雅分析師Joel Beatty下調至持有評級，並將目標價從515美元上調至650美元。
奧本海默控股分析師Leland Gershell維持買入評級，並將目標價從560美元上調至646美元。
派傑投資分析師Allison Bratzel維持買入評級，並將目標價從553美元上調至620美元。
瑞傑金融分析師Danielle Brill維持買入評級，並將目標價從605美元上調至688美元。
此外，綜合報道，$argenx SE (ARGX.US)$近期主要分析師觀點如下：
Argenx第三季度表現超出預期，主要得益於gMG的強勁增長。在gMG中Vyvgart推出的持續快速步伐，加強了商業前景可能比先前預期更爲重要的信念。
Argenx的淨產品營收顯著超過共識估算，Vyvgart Hytrulo進入CIDP的推出看起來很有前途。雖然每個適應症的營收沒有正式披露，但觀察表明CIDP的初步接受程度與gMG市場初期表現相似。這意味着CIDP在標籤擴展後的首個商業季度約有$2000萬的銷售額，這爲在CIDP市場佔有率方面提供了強勁的前景。
Vyvgart在治療慢性炎症性脫髓鞘性多神經病期間的營收貢獻的初步預期在本季度過於樂觀；然而，該產品的市場推出被認爲是強勁的。
Argenx股價顯著上漲，過去六個月漲幅達65%，市值達到$350億，這歸因於在過去兩個季度營收強勁以及公司在7月份研發日活動上展示的「2030願景」收到了積極反響。現在人們認爲，當前股價反映了對Vyvgart在未來幾個季度將有「非常強勁增長」的預期，以及對公司管道給予了相當大的價值。展望未來，預計可能會有較少的重大發展作爲催化劑。
以下爲今日9位分析師對$argenx SE (ARGX.US)$的最新投資評級及目標價：
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