argenx(US:ARGX) 智通财经网·2025-12-15 11:39Core Viewpoint - Argenx SE has decided to terminate the late-stage trial of its experimental drug Efgartigimod (brand name Vyvgart) for treating autoimmune diseases affecting the eyes, leading to a significant drop in its stock price, marking the largest decline in seven months [1]. Group 1: Trial Termination Impact - The independent data monitoring committee recommended stopping the trial for Efgartigimod in adult patients with moderate to severe thyroid eye disease, which has implications for the company's goal of treating 50,000 patients by 2030 [1]. - The stock price of Argenx fell by 9.7% on the Brussels stock exchange, the largest drop since May 8, and was down 5.31% in pre-market trading in the U.S. [1]. - The termination of the trial excludes a potential market of approximately 100,000 patients in the U.S. [1]. Group 2: Future Prospects and Analyst Opinions - Argenx plans to announce results from four other late-stage clinical trials for various autoimmune diseases next year, three of which involve Vyvgart [1]. - Despite the setback, some analysts maintain a positive long-term outlook for Argenx, viewing the emotional sell-off as a buying opportunity for a key European biotech stock [3]. - The drug Vyvgart has shown good safety and tolerability characteristics, with no new safety signals reported, and is already approved for treating generalized myasthenia gravis and chronic inflammatory demyelinating polyneuropathy [2].