In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted argenx SE (NASDAQ:ARGX). argenx SE (NASDAQ:ARGX) is a commercial-stage biopharma company that develops various therapies for the treatment of autoimmune diseases in the United States and…
ternationally. On August 03, 2026, argenx SE (NASDAQ:ARGX) closed at $830.79 per share
The one-month return of argenx SE (NASDAQ:ARGX) was -9.69% and its shares gained 23.10% over the past 52 weeks. argenx SE (NASDAQ:ARGX) has a market capitalization of $51.66 billion with a 52-week trading range between $631.47 – $953.58. Baron Health Care Fund stated the following regarding argenx SE (NASDAQ:ARGX) in its Q2 2026 investor letter: “Biotechnology company argenx SE (NASDAQ:ARGX) is best known for developing Vyvgart, the leading FcRn inhibitor for the treatment of autoimmune conditions. Shares rose after a period of prior weakness, which may have been partly driven by the retirement of longtime CEO Tim Van Hauwermeiren in early 2026.
We view the transition to Karen Massey, who previously led the company’s operations, as largely non-disruptive and believe she is well positioned to continue executing the company’s strategy. Shares also benefited from optimism ahead of several clinical readouts, including data from studies of Vyvgart in immune-mediated necrotizing myopathy and dermatomyositis, expected in the third quarter of 2026, as well as empasibrupart in multifocal motor neuropathy, expected in the fourth quarter of 2026. Vyvgart continues to launch well in generalized myasthenia gravis and chronic inflammatory demyelinating polyneuropathy, where we believe it has established itself as an important treatment option.