Argenx Se · EURONEXT:ARGX
Argenx — H1 2022 Earnings Presentation
16 slides from Argenx's earnings presentation, Jul 28, 2022
Slide 1: Together We Discover
Together We Discover Reaching Patients Through Immunology Innovation Half Year 2022 Financial Results and Second Quarter Business Update JULY 28, 2022 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 or
Slide 3: Strong Execution in First Half 2022
Strong Execution in First Half 2022 1 Global VYVGART® Sales $75M in net Q2 product sales Strong launch performance in U.S. and Japan 2 Global Launch EU approval expected in Q3; BLA accepted in China Positive ADVANCE-IV data in ITP 3 Positive Phase 3 Data Positive ADAPT-SC data in gMG - BLA submissio
Slide 4: VYVGART Launch Shows Continued Momentum
VYVGART Launch Shows Continued Momentum Addressing the unmet Backed by solid science and need in gMG data $75M 2Q Net Product Revenues Significant physician and Broad coverage achieved in patient demand two quarters 4
Slide 5: ADAPT-SC Bridging Study: Innovative Trial Accelerated Path Forward
ADAPT-SC Bridging Study Innovative Trial Accelerated Path Forward Leveraged PK/PD Leveraged correlation between pharmacodynamic and from ADAPT clinical effect as observed in ADAPT Met primary endpoint, demonstrating noninferior total IgG reduction at day 29 with subcutaneously administered Met Prima
Slide 6: ADVANCE-IV Phase 3 Results Support Path Forward
ADVANCE-IV Phase 3 Results Support Path Forward Statistically significant and clinically meaningful Primary Endpoint Met improvement in platelet counts over placebo Fast and robust platelet count improvement over placebo Meaningful Patient Benefit Observed Ability for every other week dosing confirm
Slide 7: Multiple Data Readouts in 2023
Multiple Data Readouts in 2023 First Quarter 2023 Second Half 2023 7
Slide 8: Advancing Cusatuzumab in AML with OncoVerity
Advancing Cusatuzumab in AML with OncoVerity Leveraging Co-creation to maximize expertise of value creation potential our partners spinoff to emerge 4th from discovery engine Combining novel translational biology insights …With encouraging data on the role of CD70/CD27 pathway in AML… from our first
Slide 9: Second Quarter 2022 Financial Results
Second Quarter 2022 Financial Results Three months ended Six months ended June 30 June 30 (in millions of $) 2022 2021 2022 2021 Product net sales 74.8 96.0 US 73.2 94.3 Japan 1.5 1.5 Other 0.1 0.1 Collaboration revenue and other 10.4 320.1 20.7 498.6 Total operating income 85.2 320.1 116.7 498.6 Co
Slide 10: Executing on VYVGART Launch Priorities
Executing on VYVGART Launch Priorities Meeting our stakeholders where they are Empower Patients Best-in-Class Rapid HCP Enable to Demand Better Patient Adoption of Appropriate Support VYVGART Access $75M 10 mg/kg 2Q 2022 Net Product Sales Intravenous infusion 10
Slide 11: Significant Growth in Patients on Therapy
Significant Growth in Patients on Therapy A P P R O X I M AT E LY 1400 “ I no longer have to use two hands to brush my teeth - one to hold the toothbrush and the other to hold my arm up. I was able to keep my eyes open enough to read a book for the first PAT I E N T S O N VYVGART time in 5 years. I’
Slide 12: Shifting Prescribers from Initial Use to Broad Adoption
Shifting Prescribers from Initial Use to Broad Adoption Awareness Interest 78% of physicians have written 1 or 2 scripts; Shift to broad adoption key HCPs Evaluation indicator of growth trajectory Initial Use Adoption 12
Slide 13: Key Pillars of VYVGART Value-Based Agreement
Key Pillars of VYVGART Value-Based Agreement 4Q 2021 25% Of Covered Lives Affordability Predictability Simplicity 1Q 2022 62% Of Covered Lives 2Q 2022 Most VYVGART-specific policies are favorable and aligned to label, with prior authorization median of 6 months 85% Of Covered Lives J-Code in effect
Slide 14: Global gMG Launch Progressing
Global gMG Launch Progressing VYVGART Approved December 17, 2021 United States Japan China (Zai Lab) Gulf Region (GenPharm) Launched May 9, 2022 Filed and accepted in 2Q 2022 Israel (Medison) Europe Filed in 2Q 2022 Positive CHMP opinion Canada Anticipated EC decision Central and Eastern Europe Glob
Slide 15: Expand Global Reach to People Living with gMG
Expand Global Reach to People Living with gMG Eri, living with gMG 15 15
Slide 16: Progressing Toward 'argenx 2025'
LEADING WITH THE SCIENCE, FOCUSED ON THE PATIENT Progressing Toward ‘argenx 2025’ Reach patients • Drive continued momentum in U.S. and Japan globally • Prepare for EU launch with initial efforts in Germany Expand gMG • Bring additional optionality to gMG community with SC launch in 2023 offering •