On Nov 01, major Wall Street analysts update their ratings for $argenx SE (ARGX.US)$, with price targets ranging from $606 to $670.
BofA Securities analyst Tazeen Ahmad maintains with a buy rating, and adjusts the target price from $610 to $670.
Wells Fargo analyst Derek Archila maintains with a buy rating, and adjusts the target price from $547 to $639.
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.
William Blair analyst Myles Minter upgrades to a buy rating.
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, propelled by remarkable ongoing growth in gMG. The sustained vigorous pace of the Vyvgart launch in gMG bolsters the belief that the commercial potential exceeds previous estimations.
Argenx's net product revenue surpassed consensus estimates, with the launch of Vyvgart Hytrulo into CIDP progressing favorably. Although revenue per indication was not formally disclosed, discussions suggested that the initial CIDP uptake is mirroring the early success observed in the gMG market, hinting at $20M in CIDP sales during the first commercial quarter post label expansion. This aligns with strong projections for market capture within the CIDP segment.
The initial expectations for Vyvgart's revenue contribution in the area of chronic inflammatory demyelinating polyneuropathy during the quarter were perhaps overly optimistic, yet the product's introduction appears to be robust.
The significant 65% increase in Argenx's stock value over the past half-year, reaching a market capitalization of $35B, is attributable to robust revenue performance in the recent two quarters and the enthusiasm following the July R&D event where the company outlined its 'Vision 2030'. Analysts recognize that the current stock valuation reflects anticipation of 'very strong growth' for Vyvgart in the forthcoming periods, alongside notable credit given to the pipeline. However, the upcoming months are projected to have fewer 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1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670美元。
美銀證券分析師Tazeen Ahmad維持買入評級，並將目標價從610美元上調至670美元。
富國集團分析師Derek Archila維持買入評級，並將目標價從547美元上調至639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。
威廉博萊分析師Myles Minter上調至買入評級。
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，由gMG持續增長推動。Vyvgart在gMG市場的持續強勁推進，增強了商業潛力超過先前估計的信念。
Argenx的淨產品收入超過共識預期，Vyvgart Hytrulo在CIDP市場的推出進展順利。雖然按適應症收入並未正式披露，但討論表明初始CIDP的接受度正在反映出gMG市場初期成功的情況，暗示着在標籤擴展後的第一個商業季度CIDP銷售額將達到2000萬美元。這與CIDP領域市場佔有預期強勁一致。
Vyvgart在慢性炎症性脫髓鞘性多發性神經病領域的收入貢獻初步預期或許過於樂觀，但產品的推出似乎表現強勁。
Argenx股價在過去半年內顯著增加了65%，達到350億美元的市值，這歸因於近兩個季度營業收入表現強勁，並受到7月研發活動後的熱情追捧，公司概述了其「2030願景」。分析師認爲當前股票估值反映了Vyvgart在未來時期的「非常強勁增長」的預期，同時還高度看好公司的產品管線。然而，未來幾個月預計將有較少的催化劑。
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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