ARGNF News and Press, Argen X NV From 01/06/23

Summary Baker Brothers’ 13F portfolio value decreased from $17.63B to $15.27B this quarter. Rhythm Pharma and Akero Therapeutics were increased while decreasing argenx SE and Horizon Therapeutics. The top three positions are Seagen, Incyte Corporation, and BeiGene, and they a...

Summary Zai Lab Limited is a relative new entrant to the Chinese pharma space and has multiple approvals and a large clinical pipeline. Founder Samantha Du seems willing and capable at driving commercialization partnerships with foreign entities. Also, the in-house pipeline is set t...

The following slide deck was published by argenx SE in conjunction with their 2022 Q3 earnings call. For further details see: argenx SE 2022 Q3 - Results - Earnings Call Presentation

Summary BAMCO’s 13F portfolio value decreased from $40.75B to $31.14B this quarter. Ron Baron increased SiteOne Landscape, ASGN, and Floor & Décor Holdings while reducing Taiwan Semi, Marriott Vacations Worldwide, and PENN Entertainment. Their top five position...

Summary Baker Brothers’ 13F portfolio value increased from $17.40B to $17.63B this quarter. Global Blood Therapeutics, Horizon Therapeutics, and Kymera Therapeutics were increased during the quarter. The top three positions are Seagen, Incyte Corporation, and BeiGene, a...

Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron International Growth Fund (the “Fund”) declined 16.18% (Institutional Shares) during the second quart...

Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Shares of Baron Global Advantage Fund (the “Fund”) declined 32.3% (Institutional Shares) during the second ...

Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Fifth Avenue Growth Fund (the “Fund”) lost 30.6% (Institutional Shares) during the second quarter. ...

Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Asset Fund (the “Fund”) fell 21.09% (Institutional Shares) in the quarter. We believe that Baron ...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Growth stocks continued to trail value through challengin...