ARGX Argenx

$ARGX $SLS this is what happens when IDMC sees futility. Regal GPS passed through multiple reviews without a discontinue recommendation. That speaks volumes

$ARGX Argenx is discontinuing its late-stage Vyvgart study in Sjogren's disease after an interim analysis concluded the trial would miss its primary endpoint. Shares fell about 16% in European trading, wiping roughly 8.5 billion euros off the market cap. The mechanism matters more than the headline. An independent data monitoring committee recommended stopping for futility, not safety: no new safety signals, and the safety data matched Vyvgart's known profile. What this reprices is the growth leg, not the core. Vyvgart is approved in two muscle-weakness conditions and did about 4.2B in revenue last year. Argenx had pitched rheumatology as the next platform, and Sjogren's has no approved treatment, which is why the miss hurt. The contrast: Novartis's ianalumab succeeded in Sjogren's last year, per Bernstein. So the indication is not undruggable. The FcRn mechanism just did not separate here.

$ARGX Made a buy here. Excited for Q4 readouts. The complement-targeting drug has strong potential

$ARGX Total market overreaction. Price drop should have been around $50 so we should be seeing mid to high 800’s

$ARGX their products and pipeline is large. And they already have partnerships with AbbieVie and Zai labs. Use this drop as an opportunity .

$ARGX wooops, MC was getting too high anyway imo. Correct another 10% and i am back full steam

$ARGX Short — this is the second time in ten months a Vyvgart expansion died on efficacy, and hope is not a diversification strategy. On Oct 22, management will call the $15B in lost market cap "core franchise resilience," which is what falling knives always say.

$ARGX: argenx discontinued the Phase 3 UNITY trial of subcutaneous efgartigimod in Sjögren’s disease following a futility review.

$ARGX down about 15% premarket, 928.44 to ~786. argenx is stopping its phase 3 UNITY study of subcutaneous efgartigimod in sjogren's disease after an independent data monitoring committee said an interim look showed it was unlikely to meet its primary endpoint. per the report, safety matched the known profile, no new signals. that is one indication, the approved uses are a separate story, but the stock is pricing in the pipeline hit. premarket quote.

$ARGX has made a measured move pullback, to the Fib .618 retracement, within a possibly bullish falling wedge, with bullish divergences on the technical indicators.

$ARGX That chart went from looking pretty good to pretty ugly in a hurry. 😬 Below the 50 day on heavy volume and relative strength is falling apart. Bulls have some work to do.