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Strong VYVGART quarter tempered by another DM trial

on October 23, 2026

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argenx reported third-quarter 2026 VYVGART product sales of about $1.7 billion, up 54% year over year and 13% from the prior quarter.

The main setback was dermatomyositis (DM):
although the Phase 3 ALKIVIA study showed an encouraging treatment signal, it missed its primary endpoint. The FDA wants additional confirmatory evidence, so argenx plans another registrational trial before pursuing a DM filing.

The update modestly weighed on investor sentiment, alongside concerns about operating expenses and profit. The company says it plans to submit for VYVGART Hytrulo in immune-mediated necrotizing myopathy (IMNM) by year-end 2026.

Sources:

argenx Reports Third Quarter 2026 Financial Results and ...

Argenx confirmatory trial update for Vyvgart puts small dent ...

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[argenx SE Q3 2026 Earnings Call] argenx Posts $1.7B in Q3 Sales, Up 54%, as Seronegative MG 'Halo Effect' Surprises Management; Eyes Five U.S. Launches in 2027

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ALKIVIA Argenx Confirmatory Trial Dermatomyositis IMNM Vyvgart

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