Argenx Se · EURONEXT:ARGX
Argenx — Q3 2023 Earnings Presentation
14 slides from Argenx's earnings presentation, Oct 31, 2023
Slide 1: Third Quarter 2023 Financial Results and Business Update
Third Quarter 2023 Financial Results and Business Update October 31, 2023
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation has been prepared by argenx se (“argenx” or the “company”) for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the presenter or
Slide 3: Driving Sustained Growth Across the Business
Driving Sustained Growth Across the Business Consistent Execution + Perpetual Innovation Broaden Reaching More Geographic Pioneer FcRn Class Immunology Patients Expansion of Medicines Pipeline Double-digit growth Approval Filing of CIDP GO decision quarter over quarter in Canada sBLA by EOY in MMN 3
Slide 4: What FcRn Leadership Looks Like Today
What FcRn Leadership Looks Like Today 20 presentations demonstrating neuromuscular leadership >1,000 Patient Years Favorable Consistent Deep FcRn of safety data across indications Safety Efficacy Expertise TEAEs mild to MG-ADL, QMG, Unique target Real-world experience in moderate QoL, MSE modulation
Slide 5: ITP ADVANCE-SC Trial
ITP ADVANCE-SC Trial Adult Chronic or Persistent ITP patients Primary Endpoint 2 weeks screening Mean platelet count <30x109/L Patients randomized 2:1 to receive VYVGART Hytrulo or placebo (24 weeks) Stable concomitant ITP Fixed weekly dosing Weekly or q2w dosing based on platelet count thresholds F
Slide 6: Pemphigus ADDRESS Trial
Pemphigus ADDRESS Trial Concomitant Screening prednisone Randomization (2x1) Primary endpoint is proportion of PV Pemphigus vulgaris Prednisone starting patients achieving (PV) and foliaceus (PF) dose 0.5 mg/kg/day CRmin* within 30 weeks with ability to adjust Efgartigimod weekly SC Moderate-to-Seve
Slide 7: Steady Cadence of Upcoming Data Readouts
Steady Cadence of Upcoming Data Readouts clinical ITP-SC: Topline data expected in 4Q 2023 Pemphigus: Topline data expected around year-end 2023 Bullous Pemphigoid (BP): GO/NO GO decision expected around year-end 2023 Post-COVID Postural Orthostatic Tachycardia Syndrome (PC-POTS): Topline data expec
Slide 8: Third Quarter 2023 Finance Summary
Third Quarter 2023 Finance Summary Q3 2023 Product Net Sales +60 Summary P/L (+22%) Three months ended Nine months ended of $329M +51 (+23%) 329 (in millions of $) September 30 September 30 +45 (+26%) 269 2023 2022 2023 2022 +42 +56 (+32%) 218 Product net sales 329 131 816 227 (+75%) 173 Other & col
Slide 9: Multi-dimensional Expansion to Reach Autoimmune Patients Globally
Multi-dimensional Expansion to Reach Autoimmune Patients Globally Presentations 15 indications by 2025 Sjogren’s Indications Future presentations POTS Myositis Pre-filled syringe BP Pemphigus ITP CIDP gMG Geographies US Japan EMEA UK China Canada Future geographies 9
Slide 10: Optimizing Core Launch Strategies
Optimizing Core Launch Strategies Hytrulo launch driven by VYVGART-naïve patients Hytrulo contributing to expansion Reaching Broader Continued shift into $816M gMG Population earlier lines Driving brand loyalty IN COMBINED NET VYVGART First Hytrulo among prescribers & HYTRULO SALES YTD policies publ
Slide 11: Innovating on the Patient Experience
Innovating on the Patient Experience Future product presentations providing flexibility in HOW and WHERE patients are treated Single Today 1 30-90 second Effective Safe Injection 2 Second Generation 3 Future Generations Pre-filled Syringe (PFS) Exclusive collaboration Future Future Generations Ongoi
Slide 12: Reaching gMG Patients Across the Globe
Reaching gMG Patients Across the Globe APPROVALS COMPLETE U.S. DEC 2021 JAPAN JAN 2022 EUROPE SEPT 2022 UK MAR 2023 ISRAEL APRIL 2023 CHINA JUNE 2023 CANADA SEPT 2023 APPROVALS COMPLETE U.S. JUNE 2023 APPROVALS PENDING JAPAN BY Q1 2024 EUROPE Q4 2023 CHINA 2024 12
Slide 13: Advancing Hytrulo in CIDP
Advancing Hytrulo in CIDP Crystal Living With CIDP First Innovation Unlocking New Disease in 30+ Years Biology Insights Potential new IgG shown to play significant role treatment modality in underlying biology of CIDP Bringing Hope to Patients of Largest Global CIDP Trial New Treatment Option New st
Slide 14: Our mission continues…
Co-Creation Empowerment Our mission continues… Innovation Excellence Humility 14