U.S. stock futures are up early Monday morning, following a mixed week that saw rotation out of expensive tech stocks in favor of value, despite the third consecutive interest rate cut on Wednesday. Investors on Monday will be eagerly awaiting the results of the Empire State Manufacturing Survey, alongside the speeches of Federal Reserve Governor Stephen Miran and New York Fed President John Williams, both scheduled early in the day, ahead of a slew of other economic data that is set to be released over the ...

With U.S. stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:Wall Street expects MindWalk Holdings Corp. (NASDAQ:HYFT) to report a quarterly loss of 1 cent per share on revenue of $4.00 million before the opening bell, according to data from Benzinga Pro. MindWalk Holdings shares fell 5.4% to close at $1.77 on Friday.argenx SE (NASDAQ:ARGX) disclosed that it has discontinued Phase 3 UplighTED studies of Efgartigimod SC in thyroid eye dis ...

Core Viewpoint - argenx SE has announced the discontinuation of the Phase 3 UplighTED studies evaluating efgartigimod for moderate to severe thyroid eye disease (TED) based on an Independent Data Monitoring Committee's recommendation due to futility [1][2] Group 1: Study Discontinuation - The Phase 3 UplighTED studies were halted after an interim analysis indicated that the trials did not meet the desired outcomes [2][3] - The decision reflects a responsible evaluation of the study's future likelihood of success, emphasizing the company's commitment to disciplined resource management [3] Group 2: Study Design and Objectives - The UplighTED studies were randomized, double-masked, placebo-controlled trials designed to assess the efficacy, safety, tolerability, pharmacokinetics, pharmacodynamics, and immunogenicity of efgartigimod in adults with active, moderate-to-severe TED [4] - The primary endpoint was the percentage of participants who were proptosis responders at week 24, with key secondary endpoints including changes in proptosis measurement and quality of life scores [4] Group 3: Background on Thyroid Eye Disease - Thyroid Eye Disease (TED) is an autoimmune condition associated with Graves' disease and characterized by symptoms such as proptosis, diplopia, and potential vision loss, significantly impacting patient quality of life [5] Group 4: About Efgartigimod - Efgartigimod is a human IgG1 antibody fragment that reduces circulating IgG autoantibodies and is the first approved FcRn blocker for various autoimmune diseases [6]

Group 1 - The article discusses the investment potential in biotech stocks, particularly focusing on argenx (ARGX), highlighting its growth story as both impressive and challenging [2]. - The Growth Stock Forum, led by a former stockbroker, emphasizes identifying growth stocks with significant potential and offers a model portfolio and trading ideas [2]. - The forum includes a community aspect for dialogue and questions, enhancing investor engagement and information sharing [2]. Group 2 - The article does not provide specific financial data or performance metrics related to argenx or other stocks mentioned [3][4][5].

Core Points - argenx SE, a global immunology company, held its Extraordinary General Meeting of shareholders on November 18, 2025, to discuss its remuneration policy [1] - The remuneration policy was approved with a significant majority of 95.67%, with 91.1% of share capital represented at the meeting [2] Company Overview - argenx is dedicated to improving the lives of individuals suffering from severe autoimmune diseases and collaborates with leading academic researchers through its Immunology Innovation Program [3] - The company has developed the first approved neonatal Fc receptor (FcRn) blocker and is exploring its potential across various serious autoimmune diseases while advancing several earlier-stage experimental medicines [3]

Core Insights - The article emphasizes the importance of enabling Javascript and cookies in browsers to prevent access issues [1] Group 1 - The article suggests that users may face blocks if ad-blockers are enabled, indicating a need to disable them for proper access [1]

Core Viewpoint - Airbus is poised to secure a significant portion of a major jet order from flydubai at the Dubai Airshow, marking a shift in the competitive landscape against Boeing for the budget carrier [1] Group 1: Company Developments - Airbus is expected to outperform Boeing in capturing a large share of flydubai's jet orders, indicating a potential breakthrough in the budget airline sector [1] - This development represents the first time Airbus has managed to break Boeing's dominance over flydubai, a fast-growing budget carrier [1] Group 2: Industry Implications - The outcome of this order could signal a shift in market dynamics within the budget airline segment, potentially affecting future orders and relationships between manufacturers and carriers [1] - The competition between Airbus and Boeing in the budget airline market is intensifying, with Airbus gaining traction in a previously Boeing-dominated space [1]

Core Insights - ClearBridge Investments reported that mid-cap stocks experienced growth in Q3 2025, driven by a favorable monetary policy environment and stabilizing earnings [1] - The Federal Reserve's rate cuts positively impacted small and mid-cap stocks, with value stocks outperforming growth stocks [1] - The ClearBridge Mid Cap Strategy outperformed the Russell Midcap Index, primarily due to stock selection in the consumer staples and healthcare sectors [1] Company Highlights - Argenx SE (NASDAQ:ARGX) is highlighted as a key stock in the ClearBridge Mid Cap Strategy, showing a one-month return of 9.11% and a 52-week gain of 48.48% [2] - As of November 12, 2025, Argenx SE's stock closed at $889.89 per share, with a market capitalization of $54.79 billion [2] - The company demonstrated strong second-quarter results, benefiting from the adoption of its lead therapy for autoimmune disorders and advancements in its clinical pipeline [3]

Core Insights - Keros Therapeutics, Inc. (KROS) is currently more attractive to value investors compared to argenex SE (ARGX) based on various financial metrics and analyst outlooks [1][3][7] Valuation Metrics - KROS has a forward P/E ratio of 10.55, significantly lower than ARGX's forward P/E of 50.00, indicating KROS is potentially undervalued [5] - The PEG ratio for KROS is 0.45, while ARGX has a PEG ratio of 0.89, suggesting KROS offers better value relative to its expected earnings growth [5] - KROS's P/B ratio stands at 0.7, compared to ARGX's P/B of 8.58, further highlighting KROS's undervaluation [6] Analyst Outlook - KROS holds a Zacks Rank of 1 (Strong Buy), indicating a positive earnings estimate revision trend, while ARGX has a Zacks Rank of 3 (Hold) [3] - KROS's stronger estimate revision activity and more attractive valuation metrics suggest it is the superior option for value investors at this time [7]

Core Insights - The Baron International Growth Fund gained 6.04% in Q3 2025, slightly underperforming the MSCI ACWI ex USA Index which appreciated 6.89% [3][4] - The performance was influenced by the Federal Reserve's easing cycle and significant investments in AI data center capacity and GPU commitments [4] Top Contributors to Performance - Lynas Rare Earths Limited contributed 1.25% to returns, with shares nearly doubling due to geopolitical tensions highlighting the importance of non-China supply sources [5] - Argenx SE added 0.79%, driven by strong sales of its drug Vyvgart, which exceeded expectations and showed potential for growth in autoimmune conditions [6] - Lundin Mining Corporation contributed 0.66%, benefiting from solid financial results and a tightening copper supply due to competitor production suspension [7] - Taiwan Semiconductor Manufacturing Company Limited and Contemporary Amperex Technology Co., Limited also contributed positively to the Fund's performance [5] Top Detractors from Performance - Constellation Software Inc. detracted 0.70% due to uncertainty around AI's impact on software and the announcement of leadership changes [8] - InPost S.A. contributed a negative return of 0.39% as concerns arose over its largest customer Allegro exploring alternative logistics solutions [9] - ODDITY Tech Ltd. saw a decline of 0.37% despite exceeding expectations, as investors were concerned about the magnitude of the earnings beat and future cost pressures [10]