We came across an upward thesis on Argenx SE on the compilation of actions analysis. In this article, we will summarize the thesis of Bulls on Argx. Argenx’s share was negotiated at $ 661.83 in August 8th. The monitoring and p / e of the argx were respectively 33.68 and 48.78 according to Yahoo Finance.
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Argenx is a biotechnology company focused on the development of VYVGART, a leading FCRN inhibitor for autoimmune diseases, positioning it for strong long-term growth despite recent sales setbacks. The actions of the company fell after Vyvgart sales in the first quarter have missed high expectations for investors, mainly due to seasonal factors such as insurance venerification and increased use of the health insurance that led to higher discounts.
Nevertheless, the current discussions with management and neurologists claim that the significant clinical value of VYVGART and its role of key treatment option. The drug successfully launches in key indications such as generalized serious myasthenia and chronic inflammatory demyelinating polyneuropathy, showing solid adoption. In addition, the company’s pipeline offers promising expansion potential, as evidenced by the encouragement of phase 2 data for myositis presented during a large medical conference.
This suggests that the effectiveness of VYVGART can extend to a wider range of autoimmune conditions focused on self-antibodies, supporting a convincing long-term growth perspective. Despite short-term volatility, Argenx’s central asset remains very differentiated on the autoimmune market, with strong support from doctors and a growing patient. The current course of action seems to underestimate the trajectory of sustainable demand and the ability of the company to seize additional indications, with an imperative risk / reward for investors focused on innovative biotechnology with prospects for sustainable growth.
Previously, we have covered a Haussier thesis On Argenx SE by Fluentinquality in May 2025, highlighting the approach to the Vyvgart platform, large autoimmune applications and sustainable income. Since then, the course of action appreciated about 5.13% in May 2025, driven by a strong clinical adoption. The thesis remains valid. The compilation of the analysis of actions shares a similar point of view but emphasizes recent seasonal sales and short -term challenges.
Argenx is not on our list of 30 most popular stocks among hedge funds. According to our database, 54 hedge fund portfolios held Argx at the end of the first quarter which was 47 in the previous quarter. Although we recognize the potential of argx as an investment, we believe that certain AI actions offer greater upward potential and have a less unknown risk. If you are looking for an extremely undervalued AI stock that should also benefit considerably from the Trump era tariffs and the excessive trend, see our free report on the Best short -term AI stock.
