Argenx Se · EURONEXT:ARGX
Argenx — 43rd Annual J.P. Morgan Healthcare Conference 2025
25 slides from Argenx's conference presentation, Jan 13, 2025
Slide 1: The Next Wave of Innovation
The Next Wave of Innovation 43rd ANNUAL JP MORGAN HEALTHCARE CONFERENCE JANUARY 13, 2025
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 ALL IN on Innovation
We are ALL IN on Innovation 3
Slide 4: Innovation has no meaning unless it provides real benefit to patients
Innovation has no meaning unless it provides real benefit to patients 4
Slide 5: VYVGART Builds Foundation of Innovation
VYVGART® Builds Foundation of Innovation Foundational First-in-Class Pipeline in a Immune Target Potential Best-in-Class Product Opportunity FcRn Fc Fragment VYVGART Approved 3 Indications 15 In Development Precision IgG ABDEG Expansive Development Degradation Portfolio 5
Slide 6: VYVGART is Setting a New Standard for Patients
VYVGART is Setting a New Standard for Patients MG CIDP 8/10 Response rate MG-ADL SCORE ≤ 5 7/10 Meaningful response ECI STAGE A 54% No/minimal symptoms MSE = MG-ADL SCORE of 0 or 1 % Substantial 32 improvement in functional ability ≥2 POINT DECREASE IN INCAT Fred, MG Patient Jamilah, CIDP Patient FR
Slide 7: Financial Strength to Invest in Sustainable Innovation
Financial Strength to Invest in Sustainable Innovation Product Net Sales by Quarter 2024 Product Net Sales 750 737 700 650 $2.2B 600 573 550 500 478 Strong Cash Position 450 $M 400 350 329 374 398 $3.4B 300 Cash reflects cash, cash equivalents and current financial assets as of December 31, 2024 269
Slide 8: 2025 Strategic Priorities
2025 Strategic Priorities Reach more patients Expand next wave with VYVGART Fuel pipeline growth of innovation 10 Phase 3s 4 New PFS Launch Molecules in 10 Phase 2s Phase 1 8
Slide 9: Reach More Patients with VYVGART
Reach More Patients with VYVGART 9
Slide 10: PFS to Accelerate VYVGART Growth in MG and CIDP
PFS to Accelerate VYVGART Growth in MG and CIDP Aiming for Self- Pre-Filled Syringe* Administration *FPO Application Pending Not FDA Approved PFS PDUFA Autoinjector* 4 Global April 10, 2025 Decisions on Autoinjector Approval in 2025 *FPO 2027 Planned Launch Not FDA Approved 10
Slide 11: Growing VYVGART Leadership in MG
Growing VYVGART Leadership in MG Path to 60K Addressable Patients U.S. Addressable MG Patients +25K #1 BRANDED +7K BIOLOGIC +11K Growth in 60K Biologics for gMG Share of Market Ocular 17K Consistent QoQ growth Seronegative VYVGART has set a high bar Addressable Total Addressable Market at Launch Mar
Slide 12: Opportunity To Set New Standard in Ocular MG
Opportunity To Set New Standard in Ocular MG Ocular Domain Effect in ADAPT (1) Addressing Unmet Need High Disease Burden Impaired ability to work, drive and participate in social activities MG-ADL ocular subdomain %change from baseline in High Treatment Burden Frequent chronic, high doses of oral co
Slide 13: Continued Momentum in CIDP
Continued Momentum in CIDP Patients ~1,000 Patients 25% New on Therapy Prescribers Majority IVIg-experienced Breadth and depth of prescribers Physicians 90% Lives Covered Global Expansion Majority policies favorable Multiple planned launches in 2025 Payors 13
Slide 14: Fuel Pipeline Growth
Fuel Pipeline Growth argenx?
Slide 15: Our Pipeline is Positioned to Fuel Continuous Growth
Neuromuscular Our Pipeline is GBS MG Positioned to Fuel Crisis NMOSD Rheumatology MG Continuous Growth Steroid Taper oMG IMNM SJD snMG AIE MMN SSC Bubble Size and Color Indicates CIDP CIDP DM ASyS Prevalence Lead gMG SMA Expand CMS ITP DM ALS <15k 15-100k 100-300k Investigate/ESR DGF LN TED Asset IT
Slide 16: Empasiprubart is Now a Phase 3 Asset
Empasiprubart is Now a Phase 3 Asset Foundational First-in-Class Pipeline in a Immune Target Potential Best-in-Class Product Opportunity Complement C2-Specific Empasiprubart Factor C2 Antibody IgG IgM Mannose sugar CP LP MMN and CIDP C4 C2 Registrational Studies C3 C5 DGF and DM Proof of Concept Stu
Slide 17: Phase 2 ARDA Study: Transformational Data in MMN
Phase 2 ARDA Study: Transformational Data in MMN Empasiprubart Treated Patients Feel Significant Unmet Need Study Met Primary Endpoint Better than their Best on IVIg Life-Limiting Symptoms Empasiprubart reduced risk Cohort 1: 94.4% improved of IVIg retreatment by up to 100 91% Percentage of Particip
Slide 18: Disrupting Blockbuster Markets
Disrupting Blockbuster Markets Two Head-to-Head Phase 3 Studies with IVIg Innovation Builds Markets Following similar analogues in MG and MS MMN EMPASSION Study Ongoing More innovation brings better >400 patients enrolled in iMMersioN outcomes for more natural history study patients CIDP Future EMVI
Slide 19: ARGX-119 is Now in Proof-of-Concept Studies
ARGX-119 is Now in Proof-of-Concept Studies Foundational First-in-Class Pipeline in a Immune Target Potential Best-in-Class Product Opportunity MuSK MuSK Agonist ARGX-119 Antibody CMS and ALS Proof-of-concept Studies MuSK SMA P P Next Indication Crucial for Neuromuscular SIMPLE Junction Function Ant
Slide 20: Expand Next Wave of Innovation
Expand Next Wave of Innovation 20
Slide 21: 4 Phase 1 Molecules in 2025
4 Phase 1 Molecules in 2025 Continued Leadership with Broad Immune System Targets ARGX-213 ARGX-121 ARGX-109 ARGX-220 FcRn IgA IL-6 Target Undisclosed Fc-ABDEGTM Fc-ABDEGTM NHance® α-albumin VHH Prolonged IgG reduction Rapid, deep IgA reduction Best-in-class potency First-in-class sweeper Potential
Slide 22: Innovation Model Generating World-Class Pipeline
Innovation Model Generating World-Class Pipeline Active IIP Programs 4 PHASE 1 10 Proof of Concept 10 PHASE 3 APPROVED Neuro Target Neuro Target ARGX-213 (FcRn) Lupus Nephritis Seronegative MG Neuro Target Neuro Target ARGX-109 (IL6) AMR Ocular MG Neuro Target Rheum Target ARGX-121 (IgA) Scleroderma
Slide 23: Significant Momentum Ahead
Significant Momentum Ahead 1H25 PFS FDA, EMA decisions on approval Regional PFS Approvals 4 PFS Canada, Japan decisions on approval Efgartigimod IVIg Switch CIDP Ph4 Efgartigimod Seronegative MG Ph3 DECISIONS ON APPROVAL 2H25 Efgartigimod Lupus Nephritis Ph2 Empasiprubart DGF Ph2 6 ARGX-119 CMS Ph1b
Slide 24: Strong Growth Trajectory to 50K Patients
Strong Growth Trajectory to 50K Patients 50K CMS DM CIDP Sjogren’s Myositis TED MMN oMG snMG CIDP ITP gMG Wave 1: TODAY Wave 2 (2026-2027) Wave 3 (2028-2030) VYVGART Empasiprubart ARGX-119 24
Slide 25: Vision 2030
Vision 2030 COMMITMENT TO OUR INNOVATION MISSION 5 New Molecules in Phase 3 10 Labeled Indications 50k Patients on Treatment 25
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