argenx SE (ARGX) Rose due to Increased Sales of its Vyvgart Medication

Core Insights - Baron Health Care Fund reported a 5.39% increase in its Institutional Shares for Q3 2025, slightly outperforming the Russell 3000 Health Care Index which gained 5.05% [1] - The fund's performance was impacted by stock selection and negative effects from active sub-industry allocations and cash holdings during a rising market [1] Fund Performance - The Baron Health Care Fund's performance was similar to its benchmark this quarter, with solid stock selection being offset by other factors [1] - The Russell 3000 Index saw a higher gain of 8.18% during the same period [1] Key Holdings - Argenx SE (NASDAQ:ARGX) was highlighted as a significant stock in the fund's portfolio, with a one-month return of 3.88% and a 52-week gain of 39.04% [2] - As of October 14, 2025, Argenx SE's stock closed at $818.50 per share, with a market capitalization of $50.394 billion [2] Argenx SE Insights - Argenx SE is recognized for its leading FcRn inhibitor, Vyvgart, which has shown strong sales performance exceeding investor expectations [3] - The drug is gaining traction in treating generalized myasthenia gravis and has a promising start in chronic inflammatory demyelinating polyneuropathy [3] - The company is also making progress with its pipeline candidate, ARGX-119, targeting neuromuscular diseases [3] Hedge Fund Interest - Argenx SE was held by 53 hedge fund portfolios at the end of Q2 2025, a slight decrease from 54 in the previous quarter [4] - While Argenx SE shows potential, some analysts suggest that certain AI stocks may offer greater upside potential with less downside risk [4]