ARGENX SE
In the published model solve dated 2026-Q2, anchored at $868.80, ARGENX SE (ARGX) is priced for today's economics sustained for ~7.9 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• One molecule carries everything: the FY2025 20-F records ⟦"net sales of $4.2 billion from global product net sales of VYVGART for the year ended December 31, 2025"⟧, and the same filing cautions that profitability cannot be assured on the current indications alone. • Growth is coming from adding diseases rather than adding drugs, and the newest addition landed on May 8, 2026 when the FDA expanded the label to cover every adult serotype of generalized myasthenia gravis [Source: argenx press rel
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468 institutional managers reported holding ARGX in 13F filings for the quarter ended 2026-03-31. Together they hold about 47% of the company; the top 10 hold 31%. 58 opened new positions that quarter. Held by FMR (Fidelity), T. Rowe Price, Janus Henderson, among others. On the short side, 1.5M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (3.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ARGX's share count grew 20% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.