在具体推荐标的方面，摩根士丹利对13只个股给出积极展望： argenx SE(ARGX.US)因研发管线价值被低估获关注，目标价700美元。 Atlassian(TEAM.US)凭借持续20%以上营收增长潜力及利润率扩张预期，目标价320美元。 Chewy(CHWY.US)受益于营销与产品优化，预计收入维持或超越一季度水平，目标价50美元。 点击蓝字，关注我们 摩根士丹利策略团队重点关注15只具备短期催化潜力的个股，并指出标普500指数第二季度 盈利增长或超预期。 摩根士丹利策略团队近日发布研究报告，重点关注15只具备短期催化潜力的个股，并指出标普500 指数第二季度盈利增长或超预期。 以米歇尔·韦弗为首的策略团队分析称，当前市场普遍预期标普500指数二季度每股收益同比增长 5%，营收增长超4%，但实际增长可能更强劲。科技七巨头净利润预计同比增长14%，而其余493 家成分股则可能下滑3%。 尽管4月至5月期间分析师曾下调每股收益预期，但盈利修正幅度已从-25%回升至约1%，预计本季 度指数盈利将超预期，与历史平均4%-5%的超预期幅度基本持平。 伊顿公司(ETN.US)受益于美国电气业务利润率改善，目标价3 ...

Investors interested in Medical - Biomedical and Genetics stocks are likely familiar with Exelixis (EXEL) and argenex SE (ARGX) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight com ...

Core Viewpoint - Pomerantz LLP is investigating claims of potential securities fraud or unlawful business practices involving argenx SE and its officers or directors [1] Group 1: Regulatory Concerns - On June 30, 2025, the FDA issued an alert regarding argenx's Vyvgart Hytrulo product, indicating a potential risk of "severe worsening of chronic inflammatory demyelinating polyradiculoneuropathy" [2] - The FDA is currently evaluating the need for regulatory action based on reports received [2] Group 2: Market Reaction - Following the FDA alert, argenx's American Depositary Share (ADS) price decreased by $8.92, or 1.59%, closing at $551.22 per ADS on June 30, 2025 [2]

Core Viewpoint - Argenx SE's stock is experiencing a decline due to serious safety concerns raised by the FDA regarding its drug Vyvgart Hytrulo, particularly related to chronic inflammatory demyelinating polyradiculoneuropathy (CIDP) [1][2] Group 1: FDA Concerns - The FDA has identified severe risks associated with Vyvgart Hytrulo, specifically the worsening of CIDP, which is characterized by inflammation of nerve roots and peripheral nerves [1] - The FDA is currently evaluating the need for potential regulatory action regarding Vyvgart [2] Group 2: Drug Approval and Usage - The European Commission has recently approved Vyvgart 1000mg for subcutaneous injection as a monotherapy for adult patients with progressive or relapsing active CIDP after prior treatments [2] - In April, the FDA approved a self-injection option for Vyvgart Hytrulo for adult patients with generalized myasthenia gravis (gMG) and CIDP [3] Group 3: Stock Performance and Analyst Ratings - Argenx's stock has an average 1-year price target of $753.23, indicating an expected upside of 43.52% [4][6] - There are no bearish recommendations for Argenx, with 13 analysts providing bullish ratings; the highest price target is $1065.0 from Guggenheim, while the lowest is $680.0 from Baird [5][7] - As of the latest check, Argenx's stock is down 6.56% at $523.37 [7]

Core Insights - argenx SE plans to advance the clinical development of ARGX-119, a first-in-class agonist antibody targeting muscle-specific kinase (MuSK), to a registrational study in patients with congenital myasthenic syndromes (CMS) based on favorable Phase 1b study results [1][4] - The Phase 1b study demonstrated a favorable safety profile and consistent functional improvement across multiple efficacy measures, including the Six-Minute Walk Test (6MWT) and Myasthenia Gravis Activities of Daily Living (MG-ADL) score [4][6] Company Overview - argenx is a global immunology company focused on improving the lives of individuals with severe autoimmune diseases through innovative antibody-based medicines [9] - The company utilizes a collaborative discovery model, the Immunology Innovation Program (IIP), to develop novel therapies, with ARGX-119 being the sixth molecule to show proof-of-concept [3][9] Clinical Study Details - The Phase 1b study was a multicenter, randomized, double-blinded, placebo-controlled trial assessing the safety, tolerability, pharmacokinetics, immunogenicity, and preliminary efficacy of ARGX-119 in DOK7-CMS patients [5] - The study included a 12-week treatment period and a follow-up period of nearly seven months, with participants randomized in a 4:1 ratio to receive either ARGX-119 or placebo [5] Disease Context - Congenital Myasthenic Syndromes (CMS) are ultra-rare neuromuscular disorders characterized by early onset and muscle weakness, with DOK7 variations accounting for approximately 24% of CMS cases [6] - The prevalence of CMS is estimated at 5 per million, with DOK7-CMS estimated at 1.2 per million, and there are currently no approved treatments available [6]

VYVGART® SC, first-and-only IgG Fc-antibody fragment which specifically targets the neonatal Fc receptor (FcRn), now approved for use in Europe for CIDPApproval based on ADHERE clinical trial, the largest study of CIDP patients to dateFirst novel mechanism of action for CIDP treatment in more than 30 years June 20, 2025, 7:00 PM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseas ...

Core Insights - Exelixis (EXEL) is currently viewed as a more attractive investment compared to argenex SE (ARGX) for value investors due to its stronger earnings outlook and better valuation metrics [3][7]. Valuation Metrics - EXEL has a forward P/E ratio of 17.95, significantly lower than ARGX's forward P/E of 41.38, indicating that EXEL is potentially undervalued [5]. - The PEG ratio for EXEL is 0.85, while ARGX has a PEG ratio of 0.96, suggesting that EXEL offers better value relative to its expected earnings growth [5]. - EXEL's P/B ratio stands at 5.38, compared to ARGX's P/B of 6.39, further supporting the notion that EXEL is more attractively priced [6]. Investment Ratings - EXEL holds a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while ARGX has a Zacks Rank of 3 (Hold) [3]. - The Value grade for EXEL is B, whereas ARGX has a Value grade of C, reflecting EXEL's superior valuation metrics [6].

Core Insights - Argenx SE announced positive results from Phase 2 studies of VYVGART® (efgartigimod) for treating Sjogren's disease and idiopathic inflammatory myopathies, presented at EULAR 2025 [1][2][3] - The FDA granted efgartigimod Fast Track designation for primary Sjogren's disease treatment, indicating its potential for expedited development [2] Group 1: Efgartigimod in Myositis - The ALKIVIA Phase 2/3 study showed significant improvement in muscle strength and physical function in myositis patients treated with efgartigimod, with a mean Total Improvement Score (TIS) of 50.45 compared to 35.65 in the placebo group (P=0.0004) [4][5] - 79% of efgartigimod-treated patients achieved moderate improvement (TIS ≥40), while only 47% of placebo patients did [4] - Efgartigimod demonstrated a favorable safety profile, with similar rates of treatment-emergent adverse events between efgartigimod and placebo groups [5][11] Group 2: Efgartigimod in Sjogren's Disease - In the Phase 2 RHO study, 45.5% of efgartigimod-treated patients showed improved outcomes on the CRESS composite primary endpoint at Week 24, compared to 11.1% in the placebo group [9][10] - The median change in clinESSDAI total score was -7.0 for efgartigimod patients versus -4.0 for placebo [9] - Efgartigimod led to a ~60% reduction in IgG levels from Week 4 onwards, indicating its potential for disease biology modulation [10][12] Group 3: Ongoing Studies and Future Directions - The Phase 3 portion of the ALKIVIA study is ongoing to further evaluate efgartigimod's efficacy in myositis [6] - The Phase 3 UNITY trial is assessing efgartigimod's efficacy and safety in moderate to severe Sjogren's disease [11] - Argenx is committed to exploring new therapeutic areas in rheumatology, with ongoing studies in both myositis and Sjogren's disease [8][20]

Company Overview - argenx is a global immunology company focused on improving the lives of individuals suffering from severe autoimmune diseases [3] - The company is known for developing and commercializing the first approved neonatal Fc receptor (FcRn) blocker, with ongoing evaluations of its potential across multiple serious autoimmune diseases [3] Upcoming Event - Karl Gubitz, the Chief Financial Officer of argenx, will participate in a fireside chat at the Goldman Sachs 46th Annual Global Healthcare Conference on June 10, 2025, at 8:40 AM ET in Miami, FL [1] - A live webcast of the presentation will be available on the Investors section of the argenx website, with a replay accessible for approximately 30 days following the event [2]

Core Points - Argenx SE held its Annual General Meeting on May 27, 2025, with 91.1% of the share capital represented [1] - All agenda items received the required majority except for the remuneration policy, which received a 73.0% majority against a required 75% [2] - The company's 2024 remuneration report received a 76.7% majority in favor [4] - The annual report and accounts for the financial year ending December 31, 2024, were approved with a 99.9% majority [4] - Anthony Rosenberg was re-appointed as a non-executive director for a two-year term with a 93.6% majority [4] - The Board of Directors was authorized to issue shares and grant rights to subscribe for shares for up to 10% of the outstanding share capital for 18 months, with a 99.4% majority [4] Company Overview - Argenx is a global immunology company focused on improving the lives of individuals with severe autoimmune diseases [3] - The company collaborates with leading academic researchers through its Immunology Innovation Program to develop novel antibody-based medicines [3] - Argenx has developed the first approved neonatal Fc receptor (FcRn) blocker and is exploring its potential in various serious autoimmune diseases [3]