Argenx Se · EURONEXT:ARGX
Argenx — Investor Presentation (April 2023)
22 slides from Argenx's investor presentation, April 2023
Slide 1: Corporate Presentation April 2023
Corporate Presentation April 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: We are on a bold mission
We are on a bold mission Transforming the lives of patients with severe autoimmune disease through immunology innovation
Slide 4: Redefining Autoimmune Diseases With Precision Medicine Approach
Redefining Autoimmune Diseases With Precision Medicine Approach A pipeline of precision tools Redefine our pipeline of autoimmune diseases as Autoimmunity IgG-mediated or complement-driven is Prime for Offer new targeted treatment modality in diseases REVOLUTION where innovation is most needed
Slide 5: Redefining What 'Well-Controlled' Means for the Patient
Redefining What ‘Well-Controlled’ Means for the Patient We want to transform gMG treatment for patients Achieve minimal symptom expression Reduce reliance on broad immunosuppressants Minimize treatment burden Regain control of their lives, including professionally and socially
Slide 6: ...and gMG is just the beginning
Lead with Pioneer with Compassion for Our Science our Patients …and gMG is just the argenx 2025: A Leading, Sustainable Immunology Company beginning Build the Drive Impact Company We Through Want to Work Innovation For
Slide 7: 2022: Transformed into an Integrated Immunology Company
2022: Transformed into an Integrated Immunology Company VYVGART launched in U.S., Japan & Rapid HCP adoption Germany SUBMISSIONS IN 90% of KEY TARGETS global product revenues 10+ COUNTRIES in Year 1 REACHED in 2022 $173M $131M Enabled appropriate Built scalable $75M access through value- global supp
Slide 8: 2022: Strengthened Efgartigimod Data Story
2022: Strengthened Efgartigimod Data Story SC Noninferiority to IV Clear Clinical Benefit in ITP Broadened Safety Database IgG reduction (%) in all ADAPT-SC and ADAPT participants LS-Mean Platelet Count Change From Baseline >1,300 clinical study subjects 0 40 Mean IgG reduction % Cyclic and chronic
Slide 9: Key Drivers of our Path to Profitability
2023: commercial Key Drivers of our Reach more patients with Path to Profitability VYVGART globally clinical clinical Broaden Pioneer FcRn class of immunology medicines pipeline discovery Build out innovation ecosystem
Slide 10: Reach More Patients with VYVGART Globally
Reach More Patients with VYVGART Globally DRIVE MULTI-DIMENSIONAL EXPANSION IN gMG Launch SC Drive usage Geographic product in earlier expansion commercial offering line patients Reach more patients with VYVGART globally Ongoing File for ITP studies in in Japan new indications DRIVE GROWTH IN NEW PA
Slide 11: IgG Autoantibodies Serve as Unifying Biology Rationale for POC Indications
IgG Autoantibodies Serve as Unifying Biology Rationale for POC Indications Contactin1 Ro/SSA DSG-1 Mi-2 THSd7A La/SSB MPO-ANCA clinical PLA2R ANA NF155 GPIIb/IIIa Pioneer FcRn class DSG-3 HMGCR DSA of medicines BP230 NELL1 PR3-ANCA AChR GPCR BP180 MuSK LRP4 JO-1 TSHR SRP Immune complexes
Slide 12: Pipeline-in-a-Product Indicates Significant Market Opportunity
Pipeline-in-a-Product Indicates Significant Market Opportunity clinical AMR 8K Pemphigus CIDP Lupus Nephritis 19K 16K 40K BP gMG ITP Myositis 52K 65K 57K 63K ANCA TED Sjogren’s Membranous PC-POTS Nephropathy >500K 105K 100K 330K 80K Patient numbers are U.S. prevalence from argenx market research
Slide 13: Steady Cadence of Data Readouts Over Next Several Years
Steady Cadence of Data Readouts Over Next Several Years clinical ITP 57K Pemphigus Myositis* 19K 63K Late Stage gMG CIDP BP* TED 65K 16K 52K 100K 2023 DATA 2024 DATA APPROVED APPROVED/IN REVIEW 2023 DATA READOUTS 2024 DATA READOUTS 2025+ 2025+DATA READOUTS DATA READOUTS READOUTS READOUTS Proof-of-Co
Slide 14: ARGX-117: Targets C2 at Junction of Classical and Lectin Pathways
ARGX-117: Targets C2 at Junction of clinical Classical and Lectin Pathways Broaden immunology 2024 DATA 2024 DATA ARGX-117:READOUTS Sweeping Antibody Three Indications Selected Based on Biology Rationale READOUTS pipeline Indication selection starts with autoimmune diseases driven by classical and/o
Slide 15: ARGX-117: Strong Translational Biology Rationale for C2 Blockade in MMN
ARGX-117: Strong Translational Biology Rationale for C2 Blockade in MMN clinical Anti-GM1 Antibody Naïv e Anti GM1- C2 Naïv e Anti Anti GM1- GM1- C2 A-GM1 antibody mediated Control Antibody Inhibitor Control Antibody Antibody Inhibitor complement attack on the Schwann cell membrane Significant disru
Slide 16: ARGX-119: MuSK Agonist with Broad Potential in Neuromuscular Disease
ARGX-119: MuSK Agonist with Broad Potential in clinical Neuromuscular Disease Broaden immunology pipeline First-in-Human Phase 1 Healthy Volunteer Study First-in- Patient Single Ascending Dose Multiple Ascending Dose Congenital Myasthenic 10 dose cohorts Syndrome (CMS) 3 dose cohorts/4 weekly doses
Slide 17: Positioned for Long-term Franchise Growth
Positioned for Long-term Franchise Growth Hematology and Nephrology Neuromuscular Neurology Neuromuscular Neuromuscular Dermatology Neuromuscular Rheumatology gMG, CIDP, ITP, Sjogren’s, POTS, Anca Pemphigus, Bullous Membranous Myositis, TED, MMN, CMS, Vasculitis Pemphigoid, Nephropathy, Lupus Musk M
Slide 18: Innovation Ecosystem
Innovation Ecosystem discovery Build out innovation ecosystem
Slide 19: Positioned for a Catalyst-Rich 2023
Positioned for a Catalyst-Rich 2023 Planned Commercial Milestones VYVGART gMG Approval in China YE 2023 VYVGART gMG Approval in Canada 3Q 2023 VYVGART gMG Launch in France, UK, Italy YE 2023 SC efgartigimod gMG PDUFA Date June 20, 2023 SC efgartigimod gMG Approval in EU 4Q 2023 SC efgartigimod gMG S
Slide 20: Our mission continues...
Our mission Co-Creation Empowerment continues… Innovation Excellence Humility
Slide 21: Breadth and Depth Within Autoimmune Pipeline
Breadth and Depth Within Autoimmune Pipeline Program Indication Preclinical Phase 1 Proof of Concept Registrational Commercial VYVGARTT gMG (IV) gMG (SC) CIDP Myositis Thyroid Eye Disease ITP (IV) Efgartigimod ITP (SC) COVID-19 Mediated POTS Sjogren's Syndrome Anca Vasculitis Pemphigus Bullous Pemph
Slide 22: Chronic Inflammatory Demyelinating Polyneuropathy ADHERE Trial
Chronic Inflammatory Demyelinating Polyneuropathy ADHERE Trial Confirm IgG autoantibody Assess efficacy & safety involvement efgartigimod vs placebo Treatment period Identify patients with active CIDP Open-label Placebo-controlled Efficacy analysis based Screening Run-in period Stage A Stage B on re