Argenx SE, a biotechnology company, faces short-term challenges due to seasonal factors affecting Vyvgart sales. However, ongoing discussions with management, positive clinical data, and a promising pipeline suggest long-term growth potential. Despite recent setbacks, the company’s core asset remains strong in the autoimmune market, presenting a compelling opportunity for investors.

Stock Analysis Compilation recently shared a bullish thesis on Argenx SE, highlighting the company’s differentiated position in the autoimmune market and potential for long-term growth. While the stock has appreciated since the report, it remains undervalued based on its durable demand trajectory and capacity for capturing incremental indications. Hedge fund interest in ARGX has increased, but certain AI stocks may offer greater upside potential with less downside risk.

Read more at Yahoo Finance: argenx SE (ARGX): A Bull Case Theory