Argenx Se · EURONEXT:ARGX
Argenx — H1 2023 Earnings Presentation
15 slides from Argenx's earnings presentation, Jul 27, 2023
Slide 1: Half Year 2023 Financial Results and Second Quarter Business Update
Half Year 2023 Financial Results and Second Quarter Business Update July 27, 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: Our mission is to transform severe autoimmunity
Our mission is to transform severe autoimmunity Redefining autoimmune Raising expectations for what diseases as IgG-mediated ‘well-controlled’ means for patients 3
Slide 4: Driving Sustained Growth Across the Business
Driving Sustained Growth Across the Business Consistent Execution + Serial Innovation Broaden Reaching More Geographic Pioneer FcRn Class Immunology Patients Expansion of Medicines Pipeline 4
Slide 5: ADHERE: Opportunity to Transform CIDP Patient Experience
ADHERE: Opportunity to Transform CIDP Patient Experience Stage A 67% - 78% Response rates demonstrate IgG autoantibodies play significant role in underlying CIDP biology Stage B HR: 0.39 P = 0.000039 61% lower risk of relapse based on time to first adjusted INCAT deterioration with VYVGART Hytrulo c
Slide 6: Empasiprubart: Opportunity Across Multiple Autoimmune Diseases
Empasiprubart: Opportunity Across Multiple Autoimmune Diseases Proof of Concept Established in MMN Our Path Forward Enrolling second cohort Anti-C2 Sweeping Antibody Topline ARDA results expected from both cohorts in 2024 On track to start proof-of-concept studies No effector function Optimal recycl
Slide 7: Building Leadership Within Neuromuscular
Building Leadership Within Neuromuscular 7
Slide 8: Second Quarter 2023 Finance Summary
Second Quarter 2023 Finance Summary Q2 2023 Product Net Sales of $269M Summary P/L (in millions of $) 218 Three months ended Six months ended 173 (in millions of $) June 30 June 30 131 2023 2022 2023 2022 75 269 Product net sales 269 75 487 96 21 Collaboration rev and other 12 10 24 21 Total operati
Slide 9: Multi-dimensional Expansion to Reach Autoimmune Patients Globally
Multi-dimensional Expansion to Reach Autoimmune Patients Globally Formulations Future Indications Indications Myositis Future presentations BP Pemphigus Pre-Filled Syringe ITP CIDP gMG Geographies US Japan EMEA UK China Future geographies 9
Slide 10: Optimizing Core Launch Strategies
Optimizing Core Launch Strategies VYVGART launched in US, Consistent prescriber growth Japan, Germany, Italy to increase breadth of patients $489M SUBMISSIONS OR APPROVALS IN >2,100 PRESCRIBERS 10+ COUNTRIES UNITED STATES 17,000 addressable IN NET VYVGART SALES YTD Potential to drive gMG patients ea
Slide 11: VYVGART Simplifies Treatment for Autoimmune Diseases
VYVGART Simplifies Treatment for Autoimmune Diseases Simple treatment initiation: Predictable safety broad access, and tolerability: no vaccination Choice in HOW to across many requirements be treated: different dosing IV infusion or SC schedules injection Demonstrated Options for site efficacy: of
Slide 12: Reaching gMG Patients Across the Globe
Reaching gMG Patients Across the Globe Approvals Complete Approvals Pending U.S. DEC 2021 CANADA Q3 2023 JAPAN JAN 2022 EUROPE SEPT 2022 UK MAR 2023 ISRAEL APRIL 2023 CHINA JUNE 2023 Approvals Complete Approvals Pending U.S. JUNE 2023 JAPAN BY Q1 2024 EUROPE Q4 2023 CHINA 2024 12
Slide 13: Redefining What 'Well-Controlled' Means for the Patient
Redefining What ‘Well-Controlled’ Means for the Patient We want to transform treatment for patients Minimize treatment burden Crystal Achieve broad and sustained responses Living With CIDP I was the type of woman that would run Regain control of their lives, including first thing in the morning befo
Slide 14: Delivering on the Promise of Continuous Value Creation
Delivering on the Promise of Continuous Value Creation CONSISTENT EXECUTION + SERIAL INNOVATION Reaching Pioneer FcRn Broaden Geographic More Class of Immunology Expansion Patients Medicines Pipeline FDA approved Israel + China IV approvals Positive topline results Empasiprubart POC in VYVGART Hytru
Slide 15: Our mission continues…
Co-Creation Empowerment Our mission continues… Innovation Excellence Humility 15