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:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
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第三季度業績超過預期，主要得益於gMG的強勁增長。Vyvgart在gMG市場的持續快速推進，增強了商業前景可能比先前預期更爲重要的信心。
Argenx的淨產品營業收入顯著超出共識預期，Vyvgart Hytrulo在CIDP的推出看起來很有前途。儘管按適應症計算的收入並未正式披露，但觀察表明，CIDP的初步吸收速度與gMG市場的早期表現相似。這意味着在標籤擴展後的第一個商業季度CIDP銷售額約爲$2000萬，這增強了在CIDP市場佔有率的強勁前景。
Vyvgart在治療慢性炎性脫髓鞘神經病期間的營收貢獻最初的預期過於樂觀；然而，該產品的市場推介被認爲是強勁的。
Argenx股價顯著上漲，過去六個月漲幅65%，市值達到$350億，這歸因於過去兩個季度收入強勁以及公司在七月份研發日活動中所提出的「2030願景」的積極接收。現在認爲當前股價反映了對未來幾個季度Vyvgart「非常強勁增長」的預期，以及對公司管線被賦予的可觀價值。展望未來，預計可能會減少重大事件作爲推動因素。
以下爲今日9位分析師對$argenx SE (ARGX.US)$的最新投資評級及目標價：
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
