ARGNF News and Press, Argen X NV From 01/16/23

January 16 , 202 3 Amsterdam , the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced an extraordinary general meeting of shareh...

Summary BAMCO’s 13F portfolio value decreased from $31.14B to $30.95B this quarter. Ron Baron decreased Rivian Automotive and Alphabet during the quarter. Their top five positions are at ~31% of the overall portfolio. This article is part of a series that provides an on...

Reported $ 40 2 million in preliminary * full-year 2022 global net VYVGART sales ADHERE topline results now expected in second quarter of 2023 ; Stage B enrollment has surpassed projected target of 130 patients Registra...

Summary Immunovant is developing a similar drug to argenx, but at 10% of argenx’s valuation, offering a good option value and a hedge against owning argenx. Immunovant has a new generation anti-FcRn IMVT-1402, and recent pre-clinical data showed that it does not impact albumin le...

Summary BMEZ’s portfolio has a combination of unknown small-cap "next generation" healthcare holdings and some familiar names in the field of biotechnology. Lack of diversification makes BMEZ susceptible to sector-specific risk. It also has a relatively high expense ratio despite...

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...