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Argenx2025: De groeibriljant, die rustig verder groeit.

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  1. mr.Franz 8 mei 2025 21:40
    We would see any softness in shares today as a buying opportunity into Q2 results on July 31st, where we expect to see Vyvgart growth accelerate," brokerage J.P. Morgan says in a note
  2. PAPA JOE 9 mei 2025 08:26
    Die analisten orakelen maar.
    Iedere keer de lat te hoog leggen zodanig dat het aandeel telkens de dieperik ingeduwd wordt of zal worden.
  3. jodu 9 mei 2025 13:13
    detijd:

    Volgens de analisten van Kepler Cheuvreux heeft Argenx ARGX2,98%
    een solide kwartaalrapport afgeleverd met een sterke commerciële dynamiek en duidelijke zichtbaarheid op groeifactoren op de korte termijn. 'De overgang naar Medicare Part D leidt tot enige prijsonrust, maar blijft beheersbaar, met stabiele brutomarges en toenemende volumes', zegt Kepler.

    De analisten zien de sterke verkoopgolf na de kwartaalcijfers als een koopkans, aangezien ze geen fundamentele redenen zien en verhogen hun omzetverwachtingen. Door de macro-economische onzekerheden verlagen ze het koersdoel wel van 730 euro naar 715 euro.
  4. forum rang 4 Lang 9 mei 2025 17:47
    quote:

    mr.Franz schreef op 9 mei 2025 17:38:

    Hele dag gestaag omhoog tot de VS opengaat, zonde. Dan volgende week maar weer richting nieuwe highs
    Nou, denk dat de angst er nog goed in zit, wat Trump met Pharma gaat doen, zowel met tarieven als met de prijzen.
  5. forum rang 8 Hopper58 10 mei 2025 07:33
    May 9, 2025 2:09 PM
    Trump Appointed Martin Makary Targets Faster Drug Approvals With FDA Artificial Intelligence Overhaul
    by Vandana Singh Benzinga Editor

    On Thursday, U.S. Food and Drug Administration (FDA) Commissioner Martin A. Makary announced an aggressive timeline to scale the use of artificial intelligence (AI) internally across all FDA centers by June 30, following the completion of a new generative AI pilot for scientific reviewers.

    Makary has directed all FDA centers to begin deployment immediately, with the goal of full integration by the end of June. Work will continue to expand use cases, improve functionality, and adapt to the evolving needs of each center after June 30.

    By that date, all centers will be operating on a common, secure generative AI system integrated with the FDA’s internal data platforms.

    Makary spoke about the need to shorten the length of the drug approval process and the use of artificial intelligence, among other topics, during the AHA Annual Membership Meeting on Tuesday.

    “We at the FDA now have to ask big questions that we’ve never asked before,” Makary said. “Why does it take over 10 years for a new drug to come to market? Why are we not modernized with AI and other things?”

    Makary was also optimistic about AI helping to approve new treatments for conditions such as diabetes and certain types of cancer.

    According to a media report on Wednesday, OpenAI, which is backed by Microsoft Corp, met with FDA officials to discuss the agency’s use of AI to speed up drug evaluations.

    Makary didn’t say OpenAI was involved in the project, but sources familiar with it say a small team from OpenAI has met several times in recent weeks with the FDA and two associates from Elon Musk’s Department of Government Efficiency (DOGE).

    They’ve been discussing a project called “cderGPT,” likely referring to the FDA’s Center for Drug Evaluation and Research (CDER), which regulates over-the-counter and prescription drugs in the U.S., and “Research GPT.” Jeremy Walsh, the FDA’s newly appointed AI officer, has led the talks. No contract has been finalized yet.

    According to the May 2024 McKinsey Global Institute report, AI technology could generate $60 billion—$110 billion annually in economic value for the pharmaceutical industry, as it can help speed up the process of identifying compounds, their development, and approval.

    In May 2024, Researchers at Alphabet Inc.’s Google DeepMind developed AlphaFold 3, a new artificial intelligence (AI) model.

    AlphaFold 3 can predict the structure and interactions of biological molecules. This includes proteins, DNA, and RNA, and small molecules that could function as drugs.

    Google DeepMind will make the model available for non-commercial use through the AlphaFold server.

    www.benzinga.com/25/05/45326322/trump...
  6. forum rang 4 Jan66 12 mei 2025 08:49
    quote:

    Hopper58 schreef op 10 mei 2025 07:33:

    May 9, 2025 2:09 PM
    Trump Appointed Martin Makary Targets Faster Drug Approvals With FDA Artificial Intelligence Overhaul
    by Vandana Singh Benzinga Editor

    On Thursday, U.S. Food and Drug Administration (FDA) Commissioner Martin A. Makary announced an aggressive timeline to scale the use of artificial intelligence (AI) internally across all FDA centers by June 30, following the completion of a new generative AI pilot for scientific reviewers.

    Makary has directed all FDA centers to begin deployment immediately, with the goal of full integration by the end of June. Work will continue to expand use cases, improve functionality, and adapt to the evolving needs of each center after June 30.

    By that date, all centers will be operating on a common, secure generative AI system integrated with the FDA’s internal data platforms.

    Makary spoke about the need to shorten the length of the drug approval process and the use of artificial intelligence, among other topics, during the AHA Annual Membership Meeting on Tuesday.

    “We at the FDA now have to ask big questions that we’ve never asked before,” Makary said. “Why does it take over 10 years for a new drug to come to market? Why are we not modernized with AI and other things?”

    Makary was also optimistic about AI helping to approve new treatments for conditions such as diabetes and certain types of cancer.

    According to a media report on Wednesday, OpenAI, which is backed by Microsoft Corp, met with FDA officials to discuss the agency’s use of AI to speed up drug evaluations.

    Makary didn’t say OpenAI was involved in the project, but sources familiar with it say a small team from OpenAI has met several times in recent weeks with the FDA and two associates from Elon Musk’s Department of Government Efficiency (DOGE).

    They’ve been discussing a project called “cderGPT,” likely referring to the FDA’s Center for Drug Evaluation and Research (CDER), which regulates over-the-counter and prescription drugs in the U.S., and “Research GPT.” Jeremy Walsh, the FDA’s newly appointed AI officer, has led the talks. No contract has been finalized yet.

    According to the May 2024 McKinsey Global Institute report, AI technology could generate $60 billion—$110 billion annually in economic value for the pharmaceutical industry, as it can help speed up the process of identifying compounds, their development, and approval.

    In May 2024, Researchers at Alphabet Inc.’s Google DeepMind developed AlphaFold 3, a new artificial intelligence (AI) model.

    AlphaFold 3 can predict the structure and interactions of biological molecules. This includes proteins, DNA, and RNA, and small molecules that could function as drugs.

    Google DeepMind will make the model available for non-commercial use through the AlphaFold server.

    www.benzinga.com/25/05/45326322/trump...
    Het kaf wordt nu sneller van het koren gescheiden en zal besparingen gaan opleveren voor het ontwikkelen van geneesmiddelen.
  7. Antokri 12 mei 2025 09:11
    ik heb deze morgen een deel verkocht, kon het niet meer aanzien..
    deze namiddag zullen we het waarschijnlijk weten hoeveel procent de prijzen zullen zakken voor argenx.
  8. forum rang 5 BLOO7 12 mei 2025 11:45
    quote:

    voda schreef op 12 mei 2025 08:01:

    Citi Research geeft een koopadvies voor arGEN-X
    maandag 12 mei 2025 - 06:07u

    Citi Research geeft een koersdoel van € 715,00. Het verwachte rendement is +47,03%.

    www.guruwatch.nl/advies/179597/arGEN-...
    Ik heb er nog wat bijgekocht.
    Een winner als Argenx blijft ook volgens mij een winner.
  9. Tuut 12 mei 2025 12:20
    Opzich is maximaliseren van prijzen van Medicijnen natuurlijk voor gezondheid van mensen natuurlijk prima.

    Maar dit kan natuurlijk ook door scherpe onderhandelingen te voeren door overheden en in combinatie met EMA en FDA.

    De vraag zal echter ook toenemen als er meer mensen met medicijn geholpen kunnen worden (Levensverlengend of kwaliteit van Leven)
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Forum # Topics # Posts
Aalberts 467 7.789
AB InBev 3 5.631
Abionyx Pharma 2 29
Ablynx 43 13.357
ABN AMRO 1.583 55.487
ABO-Group 1 29
Acacia Pharma 9 24.692
Accell Group 151 4.132
Accentis 2 268
Accsys Technologies 24 12.610
ACCSYS TECHNOLOGIES PLC 218 11.686
Ackermans & van Haaren 1 205
Adecco 1 1
ADMA Biologics 1 34
Adomos 1 126
AdUX 2 457
Adyen 15 19.568
Aedifica 3 1.038
Aegon 3.259 324.938
AFC Ajax 538 7.132
Affimed NV 2 6.358
ageas 5.845 109.985
Agfa-Gevaert 15 2.171
Ahold 3.543 74.636
Air France - KLM 1.026 36.003
AIRBUS 1 15
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 469 13.324
Alfen 18 29.495
Allfunds Group 4 1.772
Almunda Professionals (vh Novisource) 651 4.282
Alpha Pro Tech 1 17
Altice 106 51.198
Alumexx ((Voorheen Phelix (voorheen Inverko)) 8.488 114.842
AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.862 253.404
AMG 973 141.404
AMS 3 73
Amsterdam Commodities 307 6.923
AMT Holding 199 7.047
Anavex Life Sciences Corp 2 584
Antonov 22.632 153.607
Aperam 93 15.701
Apollo Alternative Assets 1 17
Apple 5 409
Arcadis 254 9.949
Arcelor Mittal 2.044 322.393
Archos 1 1
Arcona Property Fund 1 305
arGEN-X 18 11.890
Aroundtown SA 1 251
Arrowhead Research 5 9.973
Ascencio 1 39
ASIT biotech 2 697
ASMI 4.109 40.902
ASML 1.769 131.448
ASR Nederland 22 4.621
ATAI Life Sciences 1 7
Atenor Group 1 556
Athlon Group 121 176
Atos 4 3.778
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 36 18.029
Axsome Therapeutics 1 177
Azelis Group 2 28
Azelis Group NV 2 185
Azerion 7 3.850