Argenx Se · EURONEXT:ARGX
Argenx — FY2022 Earnings Presentation
11 slides from Argenx's earnings presentation, Mar 2, 2023
Slide 1: Fourth Quarter and Full Year 2022 Financial Results and Business Update
Fourth Quarter and Full Year 2022 Financial Results and Business Update March 2, 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: Entering 2023 in a Position of Strength
Entering 2023 in a Position of Strength Driving innovation Global VYVGART launch mission with an Building the Committed to entrepreneurial Company We our Patients $401M spirit and commitment Want to Work and in product revenues to a strong culture For Supporters in first year Antibody Engineering Pl
Slide 4: 2022: Strengthened Efgartigimod Data Story
2022: Strengthened Efgartigimod Data Story SC Noninferiority to IV Clear Clinical Benefit in ITP Broadened Safety Database IgG reduction (%) in all ADAPT-SC and ADAPT participants LS-Mean Platelet Count Change From Baseline >1,300 clinical study subjects 0 40 Mean IgG reduction % Cyclic and chronic
Slide 5: Key Drivers of our Path to Profitability
2023: commercial Key Drivers of our Reach more patients with Path to Profitability VYVGART globally clinical clinical Broaden Pioneer FcRn class of immunology medicines pipeline discovery Build out innovation ecosystem
Slide 6: Positioned for a Catalyst-Rich 2023
Positioned for a Catalyst-Rich 2023 Planned Commercial Milestones VYVGART gMG Approval in China YE 2023 VYVGART gMG Approval in Canada 3Q 2023 VYVGART gMG Launch in France, UK, Italy YE 2023 SC efgartigimod gMG PDUFA Date June 20, 2023 SC efgartigimod gMG Approval in EU 4Q 2023 SC efgartigimod gMG S
Slide 7: 2022 Quarterly Net VYVGART Sales
2022 Quarterly Net VYVGART® Sales 2022 VYVGART Net Sales (in millions of $) Q1 Q2 Q3 Q4 FY 22 US 21.2 73.2 124.1 159.1 377.6 Japan 1.5 6.0 8.3 15.8 Europe 0.6 5.1 5.7 Other* 0.1 0.6 0.9 1.6 Total 21.2 74.8 131.3 173.4 400.7 Full Year revenue of $401M in first year of launch * The product net sales
Slide 8: Fourth Quarter 2022 Financial Results
Fourth Quarter 2022 Financial Results Three months ended Twelve months ended December 31 December 31 (in millions of $) 2022 2021 2022 2021 Product net sales 173.4 - 400.7 - Collaboration revenue and other 8.7 33.7 44.6 539.4 Total operating income 182.1 33.7 445.3 539.4 Cost of sales (12.8) - (29
Slide 9: 2022: Transformed into an Integrated Immunology Company
2022: Transformed into an Integrated Immunology Company VYVGART launched in U.S., Japan & Rapid HCP adoption Germany SUBMISSIONS IN 90% of KEY TARGETS global product revenues 10+ COUNTRIES in Year 1 REACHED in 2022 $173M $131M Enabled appropriate Built scalable $75M access through value- global supp
Slide 10: Reach More Patients with VYVGART Globally
Reach More Patients with VYVGART Globally DRIVE MULTI-DIMENSIONAL EXPANSION IN gMG Launch SC Drive usage Geographic product in earlier expansion commercial offering line patients Reach more patients with VYVGART globally Ongoing File for ITP studies in in Japan new indications DRIVE GROWTH IN NEW PA
Slide 11: …and gMG is just the beginning
Lead with Pioneer with Compassion for Our Science our Patients …and gMG is just the argenx 2025: A Leading, Sustainable Immunology Company beginning Build the Drive Impact Company We Through Want to Work Innovation For