Slide 1: Reaching Patients Through Immunology Innovation: Q3 2024 Earnings Call
Reaching Patients Through Immunology Innovation 3 Q 2 0 2 4 E A R N I N G S C A L L | O c t o b e r 3 1 , 2 0 2 4
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: Our Innovation Horizons
5 registrational trials by YE 2024: oMG, snMG, TED, SjD, ITP-US Empasiprubart ARGX-119 CIDP launched $573M in gMG and CIDP revenue in Q3 2024 ARGX-109 (Anti-IL-6) ARGX-213 (Anti-FcRn) ARGX-220 ARGX-121 (Anti-IgA) Our Innovation Horizons ITP launched CMS ALS P I P E L I N E MMN Established PoC DGF DM
Slide 4: Reaching Patients
Reaching Patients ‘We have a renewed lease on life’– VYVGART Hytrulo patient 4
Slide 5: Delivering Innovation Across Our Assets
Delivering Innovation Across Our Assets MG 0 10 20 30 40 50 60 70 80 90 100 ≥1 ≥2 ≥3 ≥4 Functional Ability (aINCAT) Efgartigimod PH20 SC P e rc e n t o f P a rt ic ip a n ts Driving impact with VYVGART Rapid, deep, sustained responses achieved in patients CIDP Consistent responses and regain of func
Slide 6: Executing Across the Business to Advance Our Vision
USUS US Executing Across the Business to Advance Our Vision Geographic Expansion Broaden Immunology Pipeline Pioneering FcRn Class of Medicines Reaching More Patients ARGX-119 POC studies in CMS and ALS started Empasiprubart to start Phase 3 study in MMN POC in Sjogren’s Disease Sn gMG and oMG Phase
Slide 7: Product Net Sales: Q3 of $573 million
Product Net Sales: Q3 of $573 million 21 50 100 150 200 250 300 350 400 450 500 550 600 0 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q2 2023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 75 131 173 218 269 329 374 398 478 573 Q1 2023 China ROW Japan US 7 7 2 14 11 1 6 11 12 26 24 31 36 46 2 6 8 10 13 15 17 18 20 24
Slide 8: Ended third quarter 2024 with cash of $3.4B
Ended third quarter 2024 with cash of $3.4B Q3 2024 Financial Summary 2024 Financial Guidance ($B) 2024 Combined R&D and SG&A expenses ~ 2.0 Cash reflects cash, cash equivalents and current financial assets CashNine months ended September 30 2024 2023 Three months ended September 30 2024 2023 Summar
Slide 9: Innovation Has No Meaning Unless It Reaches Patients & Provides Real Benefit
Innovation Has No Meaning Unless It Reaches Patients & Provides Real Benefit 9
Slide 10: Executing on VYVGART Hytrulo Launch Priorities in CIDP
Executing on VYVGART Hytrulo Launch Priorities in CIDP Broad Access Early Enthusiasm Delivering Impact Payors Physicians Patients >300 patients on treatment* 85-90% of patients coming from IVIg Favorable policies 54% commercial lives 72% overlap MG and CIDP physicians 25% new Hytrulo prescribers *Pa
Slide 11: US Driving Patient Growth with VYVGART
US Driving Patient Growth with VYVGART P A T I E N T G R O W T H E A R L I E R L I N E P A T I E N T S P R E S C R I B E R E X P A N S I O N P A T I E N T E X P E R I E N C E Expanding VYVGART Hytrulo share 60% Hytrulo patients new to VYVGART YTD Breadth of prescribers >3k Total VYVGART prescribers
Slide 12: Reaching Patients Across the Globe
D E C I S I O N S P E N D I N G F O R 2 0 2 4 Reaching Patients Across the Globe gMG Australia Saudi Arabia EU • Reimbursement complete in France, Belgium and Luxembourg • Approved in Switzerland US • CIDP launched with >300 patients on treatment as of end of 3Q Japan • Early positive indicators of
Slide 13: Opportunities Ahead Strengthen Our Leadership
Myositis Sjögren’s oMG snMG TED gMG CIDP ITP DM MMN CMS BP CIDP 50K Wave 2 (2026-2027) Wave 3 (2028-2030)Wave 1: TODAY 10K Opportunities Ahead Strengthen Our Leadership VYVGART Empasiprubart ARGX-119 13
Slide 14: We are On a Bold Mission
We are On a Bold Mission Humility Innovation Excellence Co-Creation Empowerment 14