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argenx SE
7/23/2026
Good morning. My name is Leila, and I will be your conference operator today. I would like to welcome everyone to the call. At this time, all lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. Thank you. I'd like to introduce Beth DelGiaco, Vice President of Corporate Affairs. You may now begin your call.
Thank you. A press release was issued earlier today with our second quarter 2026 financial results and business updates. This can be found on our website along with the presentation for today's webcast. Before we begin, on slide two, I'd like to remind you that forward-looking statements may be presented during this call. These may include statements about our future expectations, clinical developments, regulatory timelines, the potential success of our product candidates, financial projections, and upcoming milestones. Actual results may differ materially from those indicated by these statements. ArgenX is not under any obligation to update statements regarding the future or to perform those statements in relation to actual results unless required by law. I'm joined on the call today by Karen Massey, Chief Executive Officer, Karl Gubitz, Chief Financial Officer, and Sandrine Perret-Girard, Chief Commercialization Officer. Luc Truyen, Chief Medical Officer, will be available during the Q&A. I'll now send the call over to Karen.
Thank you, Beth, and welcome, everyone. I'll begin on slide three. The team delivered one of our strongest quarters yet, marking our 18th consecutive quarter of growth. This momentum reflects the value Vivga continues to deliver for patients, the continued expansion of both MG and CIDP markets, and our ability to unlock new opportunities for growth, most recently with the zero-negative MG approval. The progress we're seeing across the business brings us closer to realizing Vision 2030, our roadmap for delivering near, medium, and long-term growth. Looking ahead, we have two registrational readouts before year end, which support our goal of achieving 10 labeled indications. Together with our differentiated immunology pipeline, these programs position us to extend our growth well beyond 2030. Our success today creates the opportunity to reinvest in the best science we can find, wherever we can find it, during the next phase of our genetics growth. Slide four. VivGuard continues to change what is possible for patients with MG and CIDC, and we see strong growth across both indications and all regions. We're reaching more patients than ever before, driven by our commitment to bring meaningful innovation to the treatment experience. Last year, we introduced our pre-filled syringe, expanding our prescriber base and supporting our goal to reach patients earlier in their treatment journey. This year, we reached another important milestone with the approval of VivGuard for seronegative GMG, Vivgard is now the first and only treatment approved across all serotypes of GMG, including for triple seronegative patients who previously had no approved treatment option. This is transformational for patients and physicians, removing the need for testing. With OcularMG ahead, we are moving forward in our ambition to make Vivgard the treatment of choice across all MG patients.
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