Argenx Se · EURONEXT:ARGX
Argenx — H1 2021 Earnings Presentation
16 slides from Argenx's earnings presentation, Jul 29, 2021
Slide 1: Together We Discover
Together We Discover Reaching Patients Through Immunology Innovation Half Year 2021 Financial Results and Second Quarter Business Update JULY 29, 2021 1
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
Slide 3: Deep Antibody Pipeline of Differentiated Candidates
Deep Antibody Pipeline of Differentiated Candidates Program Indication Preclinical Phase 1 Phase 2 Phase 3 Registration Update IV MG SC MG Data 1H 2022 IV ITP Data 1H 2022 SC ITP Efgartigimod SC PV SC CIDP SC Myositis SC Bullous Pemphigoid (BP) IV + SC Autoimmune (MMN) ARGX-117 IV + SC Kidney + AZA
Slide 4: Efgartigimod: Data Support Favorable Benefit to Risk Ratio
Efgartigimod: Data Support Favorable Benefit to Risk Ratio 600+ subjects dosed Clinical proof-of-concept in No evidence of dose-limiting 125+ four indications toxicities in healthy volunteers or patients on efgartigimod for (MG, ITP, PV, CIDP) patients across trials over 12 months Opportunity to dos
Slide 5: Efgartigimod: Broad Pipeline Opportunity
Efgartigimod: Broad Pipeline Opportunity Landscape of Solid Biology Feasible for argenx Franchises & Indications IgG-mediated Severe Rationale: Biotech: Efgartigimod to date achieved proof-of-concept in 4/4 Predominantly Orphan indication, indications; 2/2 in neuromuscular franchise Autoimmune Disea
Slide 6: Myositis: IgG-Mediated Biology
Myositis: IgG-Mediated Biology AChR, MuSK, LRP4 Neuromuscular Disease Myasthenia Gravis autoantibodies comprise ~90% of MG patients + ADAPT Data + Chronic Inflammatory 40% anti-myelinated ADHERE Neuromuscular Disease Demyelinating peripheral nerve IgGs GO/NO-GO Polyneuropathy Autoantibodies characte
Slide 7: Bullous Pemphigoid: Expanding the Skin Franchise
Bullous Pemphigoid: Expanding the Skin Franchise Autoimmune Blistering Diseases Pemphigus Pemphigoid Autoantibody Driven DSG1 and DSG3 BP180 and BP230 Convincing Rationale IVIg, PLEX, Immunoadsorption demonstrate role of IgG Unmet Patient Needs Fast-acting, tolerable therapies; ability to taper cort
Slide 8: argenx 2025: Building a Leading Immunology Company
argenx 2025: Building a Leading Immunology Company Global autoimmune market has surpassed $150B Committed to our Efgartigimod available globally Patients and their Communities Vibrant neuromuscular, hematology and skin franchises Enviable Immunology Efgartigimod in 15 indications (commercial or deve
Slide 9: Our Pipeline Starts with our Immunology Innovation Program
Our Pipeline Starts with our Immunology Innovation Program CLINICAL DEVELOPMENT LEADING TRANSLATIONAL BIOLOGY LABS ANTIBODY ENGINEERING Internal Value Creation External Value Creation Staten AgomAb First in Class | Unique Design | Multiple Indications ARGX-118 Dualyx (ARGX-116) (ARGX-114) Genor LEO
Slide 10: Neuromuscular Franchise: A Company within a Company
Neuromuscular Franchise: A Company within a Company SMA MMN IIP Programs ALS MG Myositis Congenital MG CIDP ARGX-117 C2 inhibitor MuSK MG ARGX-119 SIMPLE Antibody™ aimed to boost Efgartigimod the neuromuscular junction in disease FcRn antagonist Leveraging infrastructure across multiple indications
Slide 11: First Half 2021 Financial Results
First Half 2021 Financial Results Six Months Ended June 30, (in thousands of $ except for shares and EPS) 2021 2020 Variance Revenue $ 470.398 $ 24.683 $ 445.715 Other operating income 17.079 9.619 7.460 Total operating income 487.477 34.302 453.175 Research and development expenses -273.907 -189.25
Slide 12: Listening to and Learning from MG Community
Listening to and Learning from MG Community 12
Slide 13: Preparing for a Successful Launch
Preparing for a Successful Launch Physician Payor Building Manufacturing Education Engagement the Team Commitment Reach the 20,000 addressable gMG patients 13
Slide 14: Efgartigimod Regulatory Update
Efgartigimod Regulatory Update United States Global Japan J-MAA for IV efgartigimod for treatment of gMG accepted for review by PMDA BLA for IV efgartigimod for treatment of gMG accepted for review by FDA EU MAA expected to be filed with EMA in second half of 2021 PDUFA date of December 17, 2021 Chi
Slide 15: Myasthenia Gravis Is Just The Beginning
MYASTHENIA GRAVIS Is Just The Beginning Myasthenia Immune Pemphigus Chronic Inflammatory Myositis Bullous Pemphigoid Gravis Thrombocytopenia Demyelinating Polyneuropathy Key: NEURO HEME SKIN KIDNEY 15
Slide 16: Together We Discover
Together We Discover Reaching Patients Through Immunology Innovation 16