ARGX

$ARGX chatter on StockTwits

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  Kooly puper@moneybag8881d

  $ARGX

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  Kooly puper@moneybag888Bullish4d

  $ARGX $REGN $RIGL

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  Cache Money@Cache_MoneyAug 6

  $ARGX I can see why the market is punishing Argenx for buying Forte. With only phase 1 data, CD122 is still largely unproven, and targeting other IL-2R’s historically has had a lot of challenges. What is promising about the 1b data however is that there were no trial dropouts - my biggest concern with this target would be toxicity so this is an early good sign. Extremely high risk/reward bet here for the company but could work out favorably. What doesn’t seem to be high risk is their myositis phase 3 readout this quarter. Efgartigimod is already approved for three other indications, making this a classic case of strong life cycle management. FcRN is a proven mechanism in this case for IgG-driven disease, phase 2 data was robust and the asset is positioned to be best in class for myositis. Current standard of care for myositis is like steroids and IVIg. You can’t ever fully derisk anything waiting on a trial readout but this is about as safe as it gets - betting on a win here.

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  Quantumup@QuantumupAug 5

  Raymond James⬆️ $DNTH to $131 from $125 and keeps at Strong Buy SNY AZN UCBJY $VOR $ARGX IMVT - ROIV RNAC KYTX VRTX JNJ Here's what Raymond James said in its note to investors: https://x.com/Quantumup1/status/2084956335418814616?s=20

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  John Williams@NoneNone00Aug 5

  $ARGX I think LGVN could be the next Sandisk of the biotech world LGVN fully diluted market cap $40 million - $2 billion annual potential revenues (only US and Europe (untapped)) times a p/s of 8 -> $16 billion market cap, for only HLHS (unmet medical need...Hypoplastic Left Heart Syndrome...HLHS phase 2 results August 2026) Extremely promising Alzheimer's results phase 2, in talks for partner for phase 3 green light from FDA to start phase 2 Pediatric Dilated Cardiomyopathy (multi-billion revenue potential) Great results phase 2 Aged related frailty In recent presentation, Longeveron compares itself to stem cell companies, Mesoblast and Capricor both recently valued over $2 billion. I think Longeveron has more potential 50 patents 60 patents pending HLHS program may be eligible for PRV (priority review voucher) upon BLA approval (valued between $150-200 million)

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  Donald Goodwin@DonaldGoodwin454Aug 5

  $ROK $ARGX $MDLN $CIEN $NBIS Rockwell Automation benefits from industrial automation, argenx leads autoimmune therapies, MDLN remains execution-driven, Ciena benefits from AI networking demand, and Nebius continues expanding AI cloud infrastructure.

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  Geneva Nolden@GenevaNolden853Aug 3

  $ROK $ARGX $MDLN $CIEN $NBIS Rockwell Automation benefits from industrial automation, argenx leads autoimmune therapies, MDLN remains execution-driven, Ciena benefits from AI networking demand, and Nebius continues expanding AI cloud infrastructure.

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  DonCorleone77@DonCorleone77Jul 29

  $GLW $ARGX Corning removed from 'US 1 List' at BofA BofA is renewing Argenx (ARGX) for a new term following 52 weeks on the firm's "US 1 List" while removing Corning (GLW). The US 1 List is a collection of the best investment ideas drawn from the firm's Buy-rated, U.S.-listed stocks.

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  PRISM MarketView@prismmarketviewJul 28

  🚨 DEAL ALERT: argenx $ARGX is acquiring Forte Biosciences $FBRX for ~$2.2B — $77/share cash, an 86% premium. $FBRX popped ~39% premarket. The prize? FB102, Forte's autoimmune candidate for vitiligo & celiac disease. Read more 👇 #biotech #pharma #MergersAndAcquisitions https://prismmarketview.com/argenx-swoops-on-forte-biosciences-in-2-2-billion-immunology-bet/

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  DonCorleone77@DonCorleone77Jul 27

  $QBTS $AMR $ARLP $MPLT $ARGX PRE-MARKET MOVERS: Currently Higher After Earnings: - Ensign Group (ENSG) up 11.0% - Baker Hughes (BKR) up 3.8% - AstraZeneca (AZN) up 1.2% - Alliance Resource Partners (ARLP) up 0.4% Currently Also Higher: - Forte Biosciences (FBRX) up 39.5% after entering into a definitive agreement under which Argenx (ARGX) will acquire the company for $77 per share in cash - Gossamer Bio (GOSS) up 26.4% after proceeding toward a planned NDA submission for seralutinib for the treatment of patients with PAH in September and reacquiring worldwide development and commercial rights to seralutinib from Chiesi - D-Wave Quantum (QBTS) up 8.5% after AT&T (T) announced an agreement to expand its use of D-Wave's quantum computing technology and plans to use the technology to address complex optimization challenges across its network operations Currently Lower After Earnings: - Alpha Metallurgical (AMR) down 3.9% Currently Also Lower: - MapLight Therapeutics (MPLT) down 62.9% after reporting topline results from its Phase 2 ZEPHYR trial evaluating ML-007C-MA, an oral M1/M4 muscarinic agonist co-formulated with a peripherally acting anticholinergic, in adults with an acute exacerbation of schizophrenia - Argenx (ARGX) down 0.7% after entering into an agreement to acquire Forte Biosciences for $77 per share in cash.

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  DonCorleone77@DonCorleone77Jul 27

  $FBRX $ARGX Argenx to acquire Forte Biosciences for $77 per share in cash Argenx (ARGX) and Forte (FBRX) announced that the companies have entered into a definitive agreement under which Argenx will acquire Forte Biosciences for $77 per share in cash, representing a total equity value of approximately $2.2B. Under the terms of the merger agreement, Argenx, through a wholly owned subsidiary, will commence a cash tender offer to acquire all of the outstanding shares of Forte Biosciences' common stock at a price of $77 per share, representing a total equity value of approximately $2.2B and a premium of approximately 86% to Forte Biosciences' volume-weighted average price since reporting Phase 1b data in vitiligo on July 9. The consummation of the tender offer is subject to customary closing conditions, including the tender of at least a majority of the outstanding shares of Forte Biosciences, and the expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. Following the successful completion of the tender offer, a wholly owned subsidiary of Argenx will merge with Forte Biosciences and the outstanding Forte Biosciences shares not tendered in the tender offer will be converted into the right to receive the same $77 per share in cash paid in the tender offer. The transaction is not subject to a financing condition and will be funded entirely from cash on hand. The boards of directors of both companies have approved the transaction. The acquisition is expected to close in Q3 2026, subject to customary closing conditions.

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  Briefing.com@briefingcomJul 27

  $ARGX: Argenx to acquire $FBRX Forte Biosciences for $2.2 bln

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  Stocktwits News@StocktwitsNewsJul 27

  FBRX Stock On Track For Highest Levels In Over 4.5 Years As ArgenX Scoops Up Autoimmune Drug Maker $FBRX $ARGX $XBI https://stocktwits.com/news/equity/markets/fbrx-stock-surges-why-argenx-buying-forte-biosciences/cZZxWT5R7Cr

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  NOTRELOAD AI@notreload_aiJul 27

  $ARGX acquires $FBRX for $77/share, adding the first-in-class FB102 anti-CD122 antibody to expand its immunology pipeline for autoimmune diseases. https://notreload.xyz/xy/argenx-expands-immunology-pipeline-with-2-2b-forte-deal/

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  Jonathan Faison@JFaisJul 27

  $ARGX paying 40% premium to acquire $FBRX $77 per share in cash / $2.2B valuation (had already tripled after phase 1b vitiligo data!) Immunology space continues to heat up Provides more validation for the CD122 target (in trials for celiac disease & alopecia areata as well)

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