Argenx Se · EURONEXT:ARGX
Argenx — Q3 2023 Earnings Presentation
14 slides from Argenx's earnings presentation, Oct 31, 2023
Slide 1: Third Quarter 2023 Financial Results and Business Update
Third Quarter 2023 Financial Results and Business Update October 31, 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: Driving Sustained Growth Across the Business
Driving Sustained Growth Across the Business Consistent Execution + Perpetual Innovation Reaching More Patients Geographic Expansion Pioneer FcRn Class of Medicines Broaden Immunology Pipeline Double-digit growth quarter over quarter Approval in Canada Filing of CIDP sBLA by EOY GO decision in MMN 3
Slide 4: What FcRn Leadership Looks Like Today
What FcRn Leadership Looks Like Today 4 20 presentations demonstrating neuromuscular leadership Consistent Efficacy Favorable Safety Deep FcRn Expertise MG-ADL, QMG, QoL, MSE TEAEs mild to moderate Unique target modulation >1,000 Patient Years of safety data across indications Real-world experience
Slide 5: ITP ADVANCE-SC Trial Primary Endpoint
5 q2w = every other week Adult Chronic or Persistent ITP patients 2 weeks screening Mean platelet count <30x109/L Stable concomitant ITP therapy allowed Stratification: splenectomy, concomitant ITP therapy 0 Visit Fixed weekly dosing Weekly or q2w dosing based on platelet count thresholds Week 1 2 3
Slide 6: Pemphigus ADDRESS Trial: Topline data expected around YE 2023
1-3 weeks Screening Efgartigimod weekly SC Placebo weekly SC Pemphigus vulgaris (PV) and foliaceus (PF) Moderate-to-Severe Disease (PDAI activity score ≥ 15) Newly Diagnosed and Relapsing Prednisone starting dose 0.5 mg/kg/day with ability to adjust Active tapering to start from sustained CR or EoC
Slide 7: Steady Cadence of Upcoming Data Readouts
7 Steady Cadence of Upcoming Data Readouts ITP-SC: Topline data expected in 4Q 2023 Pemphigus: Topline data expected around year-end 2023 Bullous Pemphigoid (BP): GO/NO GO decision expected around year-end 2023 Post-COVID Postural Orthostatic Tachycardia Syndrome (PC-POTS): Topline data expected in
Slide 8: Q3 2023 Product Net Sales of $329M
Q3 2023 Product Net Sales of $329M Third Quarter 2023 Finance Summary (in millions of $) Q3 2023 Q2 2023 QoQ % Growth US 280 244 +15% Japan 15 13 +15% EMEA 26 12 +128% China 7 - n/a Total 329 269 +22% Product Net Sales by Region 21 75 131 173 218 269 329 2022 Q1 2022 Q2 2023 Q2 2023 Q1 2022 Q3 2022
Slide 9: Multi-dimensional Expansion to Reach Autoimmune Patients Globally
9 Geographies Indications Presentations Pre-filled syringe CIDP BP Pemphigus ITP gMG Myositis US Japan EMEA UK China Future geographies Future presentations Multi-dimensional Expansion to Reach Autoimmune Patients Globally 15 indications by 2025 POTS Sjogren’s Canada
Slide 10: Optimizing Core Launch Strategies
10 Optimizing Core Launch Strategies Reaching Broader gMG Population Continued shift into earlier lines First Hytrulo policies published Driving brand loyalty among prescribers IN $ COMBINED NET 816 VYVGART M & HYTRULO SALES YTD Hytrulo contributing to expansion Hytrulo launch driven by VYVGART-naïv
Slide 11: Innovating on the Patient Experience
11 Today 1 Innovating on the Patient Experience Future product presentations providing flexibility in HOW and WHERE patients are treated Single 30-90 second Injection Effective Safe Future 2 Second Generation Future Generations Exclusive collaborations with HALO and Elektrofi on formulation Explorin
Slide 12: Reaching gMG Patients Across the Globe
12 Reaching gMG Patients Across the Globe APPROVALS COMPLETE U.S. JAPAN EUROPE UK ISRAEL CHINA CANADA DEC 2021 JAN 2022 SEPT 2022 MAR 2023 APRIL 2023 JUNE 2023 SEPT 2023 APPROVALS COMPLETE U.S. JUNE 2023 APPROVALS PENDING JAPAN EUROPE CHINA BY Q1 2024 Q4 2023 2024
Slide 13: Advancing Hytrulo in CIDP
Bringing Hope to Patients of New Treatment Option Advancing Hytrulo in CIDP I was the type of woman that would run first thing in the morning before work, and then CIDP hit, and it was like hitting the wall at a hundred miles an hour. Crystal Living With CIDP Largest Global CIDP Trial New standard s
Slide 14: Our mission continues…
14 Our mission continues… Humility Innovation Excellence Co-Creation Empowerment