🇺🇸 SECARGENX SEDoubao · 实盘可交易 · 做空市场:美股▼ 亏 -1.80% · 已结算把握 7/10
北京时间·🕒 发布 18:01:56·⟳ 抓取 18:03:57 +2m01s·⚡ 决策 10-08 18:07:29 +3m32s·19.4 天前
argenx同时披露FB102乳糜泻II期阳性与efgartigimod干燥综合征III期UNITY因无效终止
III期UNITY因无效终止是明确的后期管线失败,盘前约跌14.6%显示市场正在重估;FB102 II期阳性只能部分抵消,且做空可在美股开盘执行。
📄 原文ARGENX SE↗ 原文
----- tm2627263d1_6k.htm ----- 6-K 1 tm2627263d1_6k.htm FORM 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHI…
▼ 亏 -1.80%入场 10-08 盘前首笔 @809.27 → 离场 10-09 常规开盘 @821.96
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(做空:价格在入场线下方)、绿底 = 亏
💡 交易逻辑做空干燥综合征III期失败,开盘仍有重估余波
怎么做空 开盘做空 不设价格下限(市价成交)
怎么平空 止盈 -5%(半仓)/-9%(清仓) · 止损 +4.5% · 时间止损 3日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做空 ARGX.US argenx SE
5 个交易日均已收盘,数据完整 · 美股含盘前盘后(灰底:美东 04:00 至收盘后 4 小时)
- 发布 10-08 18:01 北京(美东 10-08 06:01)
- 抓取 10-08 18:03 北京(美东 10-08 06:03)
- 入场 10-08 18:05 北京(美东 10-08 06:05) · 盘前首笔 @809.27
- 决策 10-08 18:07 北京(美东 10-08 06:07)
- 离场 10-09 21:30 北京(美东 10-09 09:30) · 常规开盘 @821.96
时间轴只含交易时段(午休、隔夜已压缩);横轴为北京时间,悬停看当地时间;蓝虚线 = 纸面入场价;建仓日图红线在昨收上方、绿线在下方
成交明细 · 纸面
做空 ARGX.US argenx SE
| 收益状态 | -1.80% 已平仓 |
|---|---|
| 进场成交 | 2026-10-08 · 盘前首笔 · 10-08 18:05 北京 · @809.269 |
| 离场成交 | 2026-10-09 · 常规开盘 · @821.955 |
| 毛收益 | -1.57% |
| 成本 | +0.23% |
| 净收益 | -1.80% |
| 计入收益 | -1.80% |
| 建仓日 | 2026-10-08 · 进场不早于新闻时刻 + 2 分钟 |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-28 03:42
研究档案
结论摘要
argenx核心扩张适应症干燥综合征III期被IDMC判定无法达标,直接消除一个潜在重磅销售期权;FB102乳糜泻II期阳性提供长期管线支持但仍处早期,净交易方向偏空。
消息传播链
- 公司同时发布UNITY III期因IDMC无效建议终止和FB102 II期阳性,附件为法定披露一手来源。
- 2026-10-08 06:05 ET市场反应Futu盘前行情非一手ARGX盘前价792.45美元,较前参考价928.44美元下跌14.647%,盘前低点764.37美元。市场反应:盘前成交量2777股,买卖盘约790.61/792.77美元。
关键理由
- UNITY在III期阶段因中期无效终止,意味着efgartigimod在干燥综合征中的近期注册和商业化路径关闭。
- 盘前相对928.44美元的前参考价跌至792.45美元,市场尚未在常规交易时段完成全部重估。
主要风险
- FB102乳糜泻II期阳性及无获批疗法的大适应症可能抬升管线估值,引发开盘后空头回补。
- 盘前低点764.37美元后已有反弹,若开盘跌幅收窄,追空的隔夜风险报酬会下降。
反向证据
- 做空前查反向 · 来源 filing · 日期 2026-10-08 · 影响 weakens
FB102达到主要终点且计划进入III期,构成实质正面抵消,但资产仍处早期、距收入较远。
检索:FB102 celiac Phase 2 positive Phase 3 Fast Track argenx October 2026 原文 ↗ - 做空前查反向 · 来源 web · 日期 2026-10-08 · 影响 supports
公开转载显示分析师认为干燥综合征主要市场患者众多、可能成为重磅适应症,但未取得可核验的具体销售预测。
检索:argenx efgartigimod Sjögren sales opportunity analyst forecast 原文 ↗
先例如何影响了这次决策
对本次决策的影响:支持保留做空方向,但因ARGX盘前跌幅已接近先例中位数,仅给小仓并设置较紧的反弹止损。
方向:仅1条对齐先例明确显示后期临床失败后股价大幅走低,但置信区间较宽。
涨幅量级:NVS首日约-13.9%、5日约-13.1%,可作为当前ARGX已跌约14.6%后剩余空间有限的校准。
形态:该先例并未显示快速V型修复,首日后3至5日仍在低位,但单一案例不足以确认规律。
历史先例(按相似度)
- 相似度 7/10 NVS 2026-09-08 诺华del-desiran III期HARBOR未达主要终点,事件研究显示首日-13.93%、3日-14.07%、5日-13.13%。 原文 ↗
事件后 +1日 -13.9% · +2日 -14.1% · +3日 -14.1% · +4日 -14.3% · +5日 -13.1%
⚠未核对目标相位 — 该行涨幅别用来定止盈止损
相似度依据:同为美国市场交易的大型药企后期临床失败,但诺华资产为III期未达标且公司管线更分散。
经验:后期关键资产失败可造成约14%的单日重估,且随后数个交易日低位消化。
工具执行结果 · 成功 14 · 降级 1 · 失败 1 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 13 ms
{"result": "search_processed_events:agent query=`argenx efgartigimod unity sjögren phase 3 discontinued futility interim analysis | argenx fb102 celiac phase 2 vh:cd positive october 8 2026 | argx phase 3 unity sjögren stop fb102`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agen - fetch_decision_experience 成功 stock_tools HTTP · 10 ms
{ - direct_instrument_candidates 成功 stock_tools HTTP · 9 ms
{ - stock_quote 成功 stock_tools HTTP · 1,070 ms
{ - web_search 成功 doubao_search · 0 ms
web_search:空查询 - web_search 成功 doubao_search · 921 ms
豆包搜索结果(原始查询:argenx ARGX Sjögren Phase 3 futility celiac FB102 positive October 8 2026 analyst reaction;API SearchType:web) - kb_search 失败 stock_tools HTTP · 56 ms
kb_search 服务暂不可用;这不是一条知识库命中。 - web_search 成功 doubao_search · 835 ms
web_search「site://investors.biogen.com Phase 3 futility interim analysis discontinued stock biotech 2024 2025 immunology」无结果。 - web_search 成功 doubao_search · 1,107 ms
web_search「site://argenx.com efgartigimod phase 3 trial primary endpoint did not meet discontinued futility argenx」无结果。 - search_case_library 成功 stock_tools HTTP · 41 ms
{"result": "search_case_library「ARGX.US」—— 与这些标的相关、事件类型=产品发布/技术突破的自家决策案例(本页 3 条,该标的全历史相关记录共 29 条;ENTER 只按该标的自己的腿统计):\n◆ ARGX.US:相关历史决策 29 条 · 其中该标的 ENTER 3 条(10.3%) · 已结算 3 笔 · 胜率 67% · 中位 +0.12% · 均值 +0.06% ⚠️只有 3 笔,样本太薄,只能当线索不能当规律\n↑ 胜率/收益口径:ENTER 当日之后 T+1 开盘入场、次日开盘出场,做空腿已按方向取反(所以正数=这个方向做对了)。统计的只有 - web_search 成功 doubao_search · 10,231 ms
豆包搜索结果(原始查询:biotech Phase 3 trial discontinued futility interim analysis shares fell premarket 2025 autoimmune drug;API SearchType:web) - web_search 成功 doubao_search · 1,725 ms
豆包搜索结果(原始查询:TACTI-004 Phase III discontinued futility analysis Immutep date press release;API SearchType:web) - web_search 成功 doubao_search · 1,611 ms
豆包搜索结果(原始查询:Novartis HAROR Phase 3 failed del-desiran September 8 2026 press release primary endpoint;API SearchType:web) - web_search 成功 doubao_search · 1,517 ms
豆包搜索结果(原始查询:Rallybio lead program discontinued April 8 2025 press release phase 2 RLYB stock;API SearchType:web) - web_search 成功 doubao_search · 458 ms
web_search「site://sec.gov/Archives 2025 "futility" "Phase 3" "discontinue" "EX-99.1" biotech」无结果。 - event_study 降级 stock_tools HTTP · 1,261 ms
2 precedent(s) rejected; 0 benchmark warning(s)
原文全文
展开原文 · 19,533 字
----- tm2627263d1_6k.htm -----
6-K
1
tm2627263d1_6k.htm
FORM 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the Month of
October
2026
Commission File Number: 001-38097
ARGENX SE
(Translation of registrant’s name into English)
Laarderhoogtweg 25
1101 EB Amsterdam, the Netherlands
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual
reports under cover of Form 20-F or Form 40-F.
Form 20-F
x
Form 40-F
¨
Indicate
by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1):
¨
Indicate by
check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7):
¨
EXPLANATORY NOTE
On October 8, 2026, argenx SE (the “
Company
”)
issued two press releases, copies of which are attached hereto as Exhibits 99.1 and 99.2, respectively, and are incorporated by reference
herein.
The information contained in this Current
Report on Form 6-K, including Exhibit 99.1 and 99.2, shall be deemed to be incorporated by reference into the
Company’s Registration Statements on Forms S-8 (File Nos.
333-225375
,
333-258253
,
333-274721
, and
333-292200
), and to be part thereof from the date on which this Current Report on Form 6-K is filed, to
the extent not superseded by documents or reports subsequently filed or furnished.
Exhibit
Description
99.1
Press Release
October
8, 2026
99.2
Press Release
October
8, 2026
2
SIGNATURES
Pursuant to the requirements of the Securities
Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
ARGENX SE
Date: October 8, 2026
By:
/s/ Hemamalini (Malini) Moorthy
Name: Hemamalini (Malini) Moorthy
Title: General Counsel
3
----- tm2627263d1_ex99-1.htm -----
EX-99.1
2
tm2627263d1_ex99-1.htm
EXHIBIT 99.1
Exhibit 99.1
argenx Announces Positive Topline Results from
Phase 2 Study of FB102 in Celiac Disease
·
Study met primary endpoint of change from baseline in the ratio of Vh:Cd (p=0.0176)
·
First Phase 2 evidence that blocking CD122 can prevent gluten-induced intestinal damage in people living
with celiac disease
·
argenx plans to advance FB102 into Phase 3 development
October 8, 2026, 7:00 AM CET
Amsterdam,
the Netherlands
– argenx SE (Euronext & Nasdaq: ARGX), a global immunology innovation company, today announced
positive topline results from the Phase 2 study evaluating FB102, a first-in-class CD122 inhibitor, in adults with celiac disease. These
results represent the first clinical readout of FB102 following argenx’s acquisition of Forte Biosciences in August 2026.
Patients
treated with FB102 demonstrated a statistically significant and clinically relevant treatment effect compared to placebo. The study met
its primary endpoint of change from baseline in the ratio of villus height–to–crypt depth (Vh:Cd) at day 78 versus placebo
in adults with celiac disease undergoing a gluten challenge (p=
0.0176). Broad efficacy measures, including intraepithelial lymphocyte
(IEL) density, villus height-to-crypt depth intraepithelial lymphocyte (VCIEL) composite score, and symptoms, were consistent with the
primary endpoint, providing additional evidence of effect across histologic, inflammatory, and clinical measures.
The observed safety profile was consistent with
prior studies and the known safety profile of FB102, with no new safety signals identified.
"These
positive Phase 2 results strengthen our conviction in the potential of FB102 to address a significant unmet need for people living with
celiac disease, where there are currently no approved therapies
,” said Luc Truyen, M.D., Ph.D., Chief Medical Officer at
argenx. “The study builds on the Phase 1b trial, providing consistent clinical evidence that CD122 blockade can protect against
gluten-induced intestinal damage and prevent emergence of patient symptoms, even under a more intense gluten challenge, validating CD122
as a promising therapeutic target in celiac disease. Combined with the consistent safety profile observed across studies, these findings
support advancing FB102 into Phase 3 development and further exploring its broader potential across immune-mediated diseases.”
Detailed results from the Phase 2 study will be
shared at an upcoming medical meeting. FB102 continues to be evaluated as a potential treatment in other autoimmune diseases, including
vitiligo and alopecia areata.
FB102-301 Study Design
FB102-301
(
NCT06982963
) is a randomized, double-blind, placebo-controlled, Phase 2 study evaluating FB102 in adults with celiac disease.
The study enrolled 126 patients with confirmed celiac disease who were symptom free on a strict gluten-free diet for at least 12 months.
Participants were randomized (2:2:1) to receive intravenous infusions of FB102 (two dose levels) or placebo while undergoing a controlled,
eight-week oral gluten challenge. The primary endpoint was change from baseline in the ratio of villus height-to-crypt depth (Vh:Cd)
at day 78 versus placebo, aimed at determining whether FB102 protects the intestine from gluten-induced damage over the challenge period.
About Celiac Disease
Celiac disease is a chronic autoimmune condition
triggered by ingesting gluten, a group of proteins found in wheat, barley, and rye. In people with celiac disease, gluten triggers an
immune response that damages the lining of the small intestine. Over time, this damage leads to impaired nutrient absorption and symptoms
that include abdominal pain, bloating, diarrhea, and fatigue. There are no approved medicines to treat celiac disease and the current
standard of care is a strict gluten-free diet. Unintended exposure to gluten through consumer products, like prepackaged foods, cosmetics,
toothpaste, vitamins, and nutritional supplements, is common. Many people living with celiac disease also experience challenges eating
out of the home at restaurants, work, or while traveling, which impacts their quality of life. It is estimated that approximately
1 percent of people worldwide have celiac disease, and studies show the incidence is rising by about 7.5% per year. The burden of symptoms,
growing prevalence, and lack of any approved therapeutic options reinforce the critical need for medications that can address the underlying
causes of intestinal damage and improve symptoms and outcomes in people living with celiac disease.
About FB102
FB102 is an investigational, first-in-class anti-CD122
antibody being studied as a potential treatment for several autoimmune diseases, including celiac disease, vitiligo, and alopecia areata.
CD122 is a key component of IL-2 and IL-15 signaling pathways involved in the activation and maintenance of disease-driving immune cells.
FB102 is designed to block CD122 to selectively modulate IL-2 and IL-15 pathways that cause inflammation while preserving regulatory T-cell
function and immune balance. The U.S. Food and Drug Administration has granted FB102 Fast Track Designation for celiac disease.
About argenx
argenx
is a global immunology innovation company committed to improving the lives of people suffering from severe autoimmune diseases. Partnering
with leading academic researchers through its Immunology Innovation Program (IIP), argenx aims to translate immunology breakthroughs
into a world-class portfolio of novel antibody-based medicines. argenx developed and is commercializing the first approved neonatal Fc
receptor (FcRn) blocker and is evaluating its broad potential in multiple serious autoimmune diseases while advancing several earlier
stage experimental medicines within its therapeutic franchises.
For more information, visit
www.argenx.com
and follow
us on
LinkedIn
,
Instagram
,
Facebook
, and
YouTube
.
This press release contains
inside information within the meaning of Article 7(1) of the EU Market Abuse Regulation (Regulation 596/2014).
Media:
Suzanne Johnson
sjohnson@argenx.com
Investors:
Alexandra Roy
aroy@argenx.com
Forward Looking Statements
The contents of this announcement include statements
that are, or may be deemed to be, “forward-looking statements.” These forward-looking statements generally can be identified
by the use of forward-looking words, such as “aim”, “anticipate”, “aspire”, “believe”,
“can”, “continue”, “could”, “estimate”, “expect”, “entail”, “forecast”,
“future”, “goals”, “hope”, “intend”, “is designed to”, “likely”,
“may”, “might”, “objective”, “plan”, “possible”, “potential”,
“pursue”, “project”, “predict”, “seek”, “should”, “strategy”,
“target”, “will” and other words and terms of similar meaning and expression, including in connection with any
discussion of future operating or financial performance. By their nature, forward-looking statements involve risks and uncertainties and
readers are cautioned that any such forward-looking statements are not guarantees of future performance. argenx’s actual results
may differ materially from those predicted by the forward-looking statements as a result of various important factors, including but not
limited to, the results of argenx’s clinical trials; uncertainties associated with the development of novel drug therapies; preclinical
and clinical trial and product development risks and setbacks; interpretation of argenx’s clinical trial data by regulatory authorities
and argenx’s ability to obtain regulatory approval; the risk that early stage clinical trials may not be predictive of results in
later stage or large scale clinical trials; the occurrence of adverse safety events or participant dropouts; the acceptance of its products
and product candidates by its patients as safe, effective, and cost-effective; the impact of governmental laws and regulations, including
tariffs, export controls, sanctions and other regulations on its business; the impact of healthcare regulations, including rules on
reimbursement for argenx’s products; competition in drug discovery, development and commercialization efforts; its reliance on third-party
suppliers, service providers and manufacturers; and instability and conflicts in the regions in which the company has suppliers or markets
for its products. A further list and description of these and other risks, uncertainties, and factors that could cause actual results
to differ materially from those referred to in the forward-looking statements can be found in argenx’s U.S. Securities and Exchange
Commission (SEC) filings and reports, including in argenx’s most recent annual report on Form 20-F filed with the SEC as well
as subsequent filings and reports filed by argenx with the SEC. Given these risks and uncertainties, the reader is advised not to place
undue reliance on such forward-looking statements. These forward-looking statements speak only as of the date of publication of this press
release. argenx undertakes no obligation to publicly update or revise the information in this press release, including any forward-looking
statements, except as may be required by law.
----- tm2627263d1_ex99-2.htm -----
EX-99.2
3
tm2627263d1_ex99-2.htm
EXHIBIT 99.2
Exhibit 99.2
argenx Provides Update on Phase 3 UNITY Study
of Efgartigimod SC in Sjögren's Disease
October 8, 2026, 7:00 AM CET
Amsterdam,
the Netherlands
– argenx SE (Euronext & Nasdaq: ARGX), a global immunology innovation company, today announced
that it will discontinue the Phase 3 UNITY study of efgartigimod subcutaneous (SC) (efgartigimod alfa and hyaluronidase-qvfc) in adults
with moderate-to-severe Sjögren's disease.
The decision is based on the recommendation from
an Independent Data Monitoring Committee (IDMC) to stop the study for futility following an interim analysis. The IDMC concluded that
the UNITY study is unable to meet its primary endpoint. Safety was consistent with efgartigimod's established profile and no new safety
signals were identified.
“We are disappointed by this outcome, most
of all for people living with Sjögren's disease, who are still waiting for treatments that fundamentally change the course of their
disease,” said Luc Truyen, M.D., Ph.D., Chief Medical Officer at argenx. “Sjögren's Disease is one of the most heterogeneous
and complicated diseases in immunology, and unraveling the biology of complex diseases is at the heart of what we do. We will analyze
these data in depth and share what we learn with the Sjögren's community. We are grateful to the patients, families, investigators
and site staff who made this study possible.”
Following study close and database lock, argenx
will conduct a comprehensive analysis of the data to understand the study's outcome and generate insights that may inform future research
in Sjögren's disease.
UNITY
Study Design
UNITY is a Phase 3, randomized, double-blind, placebo-controlled, multicenter study with an open-label extension,
designed to evaluate the efficacy, safety and tolerability of efgartigimod SC in adults with moderate-to-severe Sjögren's disease.
To be eligible, patients had to meet the 2016 ACR/EULAR classification criteria for primary Sjögren's disease, test positive for
anti-Ro/SSA autoantibodies and have moderate-to-severe systemic disease activity (clinESSDAI ≥6) while receiving stable background
standard of care. Patients were randomized 1:1 to receive weekly efgartigimod SC or placebo during the double-blind treatment period.
The primary endpoint was change from baseline in systemic disease activity, as measured by the clinical EULAR Sjögren's Syndrome
Disease Activity Index (clinESSDAI), at Week 48. Key secondary endpoints included the proportion of patients achieving low disease activity
(clinESSDAI <5), responder status on the Sjögren's Tool for Assessing Response (STAR), change in patient-reported symptoms as
measured by the Diary of Sjögren's Symptoms Assessment (DiSSA), and safety and tolerability.
About
Sjögren's Disease
Sjögren's disease is a chronic, slowly progressive, inflammatory systemic autoimmune disease characterized
by immune-mediated destruction of the exocrine glands. It can be severely debilitating and have a negative impact on patient quality
of life, with commonly reported symptoms including dry eyes and mouth, fatigue and joint pain. In addition, a substantial subset of patients
suffer from extraglandular systemic disease. While the presence of anti-Ro and IgG autoantibodies is considered a hallmark of the disease,
its underlying cause is believed to be multifactorial, with environmental triggers leading to autoimmunity and chronic inflammation.
The disease predominantly affects women, with a 9:1 female-to-male incidence ratio. Given its heterogeneous nature, the treatment journey
can be challenging, with long delays and high rates of misdiagnosis.
About
VYVGART
VYVGART® (efgartigimod alfa fcab) is a first-in-class human IgG1 antibody fragment that binds to the neonatal Fc
receptor (FcRn), resulting in the reduction of circulating IgG autoantibodies. VYVGART Hytrulo® is a subcutaneous combination of
efgartigimod alfa (VYVGART) and recombinant human hyaluronidase PH20 (rHuPH20), Halozyme's ENHANZE® drug delivery technology to facilitate
subcutaneous injection delivery of biologics.
VYVGART is approved for generalized myasthenia
gravis (gMG) and immune thrombocytopenia (Japan only). VYVGART Hytrulo is approved for gMG and chronic inflammatory demyelinating polyneuropathy
(CIDP). VYVGART Hytrulo may be marketed under different proprietary names in other regions.
About argenx
argenx
is a global immunology innovation company committed to improving the lives of people suffering from severe autoimmune diseases. Partnering
with leading academic researchers through its Immunology Innovation Program (IIP), argenx aims to translate immunology breakthroughs
into a world-class portfolio of novel antibody-based medicines. argenx developed and is commercializing the first approved neonatal Fc
receptor (FcRn) blocker and is evaluating its broad potential in multiple serious autoimmune diseases while advancing several earlier
stage experimental medicines within its therapeutic franchises. For more information, visit
www.argenx.com
and follow us
on
LinkedIn
,
Instagram
,
Facebook
, and
YouTube
.
This press release contains
inside information within the meaning of Article 7(1) of the EU Market Abuse Regulation (Regulation 596/2014).
Media:
Colin McBean
cmcbean@argenx.com
Investors:
Alexandra Roy
aroy@argenx.com
Forward-Looking Statements
The contents of this announcement include statements that are, or may
be deemed to be, “forward-looking statements.” These forward-looking statements generally can be identified by the use of
forward-looking words, such as “aim”, “anticipate”, “aspire”, “believe”, “can”,
“continue”, “could”, “estimate”, “expect”, “entail”, “forecast”,
“future”, “goals”, “hope”, “intend”, “is designed to”, “likely”,
“may”, “might”, “objective”, “plan”, “possible”, “potential”,
“pursue”, “project”, “predict”, “seek”, “should”, “strategy”,
“target”, “will” and other words and terms of similar meaning and expression, including in connection with any
discussion of future operating or financial performance. By their nature, forward-looking statements involve risks and uncertainties and
readers are cautioned that any such forward-looking statements are not guarantees of future performance. argenx’s actual results
may differ materially from those predicted by the forward-looking statements as a result of various important factors, including but not
limited to, the results of argenx’s clinical trials; uncertainties associated with the development of novel drug therapies; preclinical
and clinical trial and product development risks and setbacks; interpretation of argenx’s clinical trial data by regulatory authorities
and argenx’s ability to obtain regulatory approval; the risk that early stage clinical trials may not be predictive of results in
later stage or large scale clinical trials; the occurrence of adverse safety events or participant dropouts; the acceptance of its products
and product candidates by its patients as safe, effective, and cost-effective; the impact of governmental laws and regulations, including
tariffs, export controls, sanctions and other regulations on its business; the impact of healthcare regulations, including rules on
reimbursement for argenx’s products; competition in drug discovery, development and commercialization efforts; its reliance on third-party
suppliers, service providers and manufacturers; and instability and conflicts in the regions in which the company has suppliers or markets
for its products. A further list and description of these and other risks, uncertainties, and factors that could cause actual results
to differ materially from those referred to in the forward-looking statements can be found in argenx’s U.S. Securities and Exchange
Commission (SEC) filings and reports, including in argenx’s most recent annual report on Form 20-F filed with the SEC as well
as subsequent filings and reports filed by argenx with the SEC. Given these risks and uncertainties, the reader is advised not to place
undue reliance on such forward-looking statements. These forward-looking statements speak only as of the date of publication of this press
release. argenx undertakes no obligation to publicly update or revise the information in this press release, including any forward-looking
statements, except as may be required by law.
6-K
1
tm2627263d1_6k.htm
FORM 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the Month of
October
2026
Commission File Number: 001-38097
ARGENX SE
(Translation of registrant’s name into English)
Laarderhoogtweg 25
1101 EB Amsterdam, the Netherlands
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual
reports under cover of Form 20-F or Form 40-F.
Form 20-F
x
Form 40-F
¨
Indicate
by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1):
¨
Indicate by
check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7):
¨
EXPLANATORY NOTE
On October 8, 2026, argenx SE (the “
Company
”)
issued two press releases, copies of which are attached hereto as Exhibits 99.1 and 99.2, respectively, and are incorporated by reference
herein.
The information contained in this Current
Report on Form 6-K, including Exhibit 99.1 and 99.2, shall be deemed to be incorporated by reference into the
Company’s Registration Statements on Forms S-8 (File Nos.
333-225375
,
333-258253
,
333-274721
, and
333-292200
), and to be part thereof from the date on which this Current Report on Form 6-K is filed, to
the extent not superseded by documents or reports subsequently filed or furnished.
Exhibit
Description
99.1
Press Release
October
8, 2026
99.2
Press Release
October
8, 2026
2
SIGNATURES
Pursuant to the requirements of the Securities
Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
ARGENX SE
Date: October 8, 2026
By:
/s/ Hemamalini (Malini) Moorthy
Name: Hemamalini (Malini) Moorthy
Title: General Counsel
3
----- tm2627263d1_ex99-1.htm -----
EX-99.1
2
tm2627263d1_ex99-1.htm
EXHIBIT 99.1
Exhibit 99.1
argenx Announces Positive Topline Results from
Phase 2 Study of FB102 in Celiac Disease
·
Study met primary endpoint of change from baseline in the ratio of Vh:Cd (p=0.0176)
·
First Phase 2 evidence that blocking CD122 can prevent gluten-induced intestinal damage in people living
with celiac disease
·
argenx plans to advance FB102 into Phase 3 development
October 8, 2026, 7:00 AM CET
Amsterdam,
the Netherlands
– argenx SE (Euronext & Nasdaq: ARGX), a global immunology innovation company, today announced
positive topline results from the Phase 2 study evaluating FB102, a first-in-class CD122 inhibitor, in adults with celiac disease. These
results represent the first clinical readout of FB102 following argenx’s acquisition of Forte Biosciences in August 2026.
Patients
treated with FB102 demonstrated a statistically significant and clinically relevant treatment effect compared to placebo. The study met
its primary endpoint of change from baseline in the ratio of villus height–to–crypt depth (Vh:Cd) at day 78 versus placebo
in adults with celiac disease undergoing a gluten challenge (p=
0.0176). Broad efficacy measures, including intraepithelial lymphocyte
(IEL) density, villus height-to-crypt depth intraepithelial lymphocyte (VCIEL) composite score, and symptoms, were consistent with the
primary endpoint, providing additional evidence of effect across histologic, inflammatory, and clinical measures.
The observed safety profile was consistent with
prior studies and the known safety profile of FB102, with no new safety signals identified.
"These
positive Phase 2 results strengthen our conviction in the potential of FB102 to address a significant unmet need for people living with
celiac disease, where there are currently no approved therapies
,” said Luc Truyen, M.D., Ph.D., Chief Medical Officer at
argenx. “The study builds on the Phase 1b trial, providing consistent clinical evidence that CD122 blockade can protect against
gluten-induced intestinal damage and prevent emergence of patient symptoms, even under a more intense gluten challenge, validating CD122
as a promising therapeutic target in celiac disease. Combined with the consistent safety profile observed across studies, these findings
support advancing FB102 into Phase 3 development and further exploring its broader potential across immune-mediated diseases.”
Detailed results from the Phase 2 study will be
shared at an upcoming medical meeting. FB102 continues to be evaluated as a potential treatment in other autoimmune diseases, including
vitiligo and alopecia areata.
FB102-301 Study Design
FB102-301
(
NCT06982963
) is a randomized, double-blind, placebo-controlled, Phase 2 study evaluating FB102 in adults with celiac disease.
The study enrolled 126 patients with confirmed celiac disease who were symptom free on a strict gluten-free diet for at least 12 months.
Participants were randomized (2:2:1) to receive intravenous infusions of FB102 (two dose levels) or placebo while undergoing a controlled,
eight-week oral gluten challenge. The primary endpoint was change from baseline in the ratio of villus height-to-crypt depth (Vh:Cd)
at day 78 versus placebo, aimed at determining whether FB102 protects the intestine from gluten-induced damage over the challenge period.
About Celiac Disease
Celiac disease is a chronic autoimmune condition
triggered by ingesting gluten, a group of proteins found in wheat, barley, and rye. In people with celiac disease, gluten triggers an
immune response that damages the lining of the small intestine. Over time, this damage leads to impaired nutrient absorption and symptoms
that include abdominal pain, bloating, diarrhea, and fatigue. There are no approved medicines to treat celiac disease and the current
standard of care is a strict gluten-free diet. Unintended exposure to gluten through consumer products, like prepackaged foods, cosmetics,
toothpaste, vitamins, and nutritional supplements, is common. Many people living with celiac disease also experience challenges eating
out of the home at restaurants, work, or while traveling, which impacts their quality of life. It is estimated that approximately
1 percent of people worldwide have celiac disease, and studies show the incidence is rising by about 7.5% per year. The burden of symptoms,
growing prevalence, and lack of any approved therapeutic options reinforce the critical need for medications that can address the underlying
causes of intestinal damage and improve symptoms and outcomes in people living with celiac disease.
About FB102
FB102 is an investigational, first-in-class anti-CD122
antibody being studied as a potential treatment for several autoimmune diseases, including celiac disease, vitiligo, and alopecia areata.
CD122 is a key component of IL-2 and IL-15 signaling pathways involved in the activation and maintenance of disease-driving immune cells.
FB102 is designed to block CD122 to selectively modulate IL-2 and IL-15 pathways that cause inflammation while preserving regulatory T-cell
function and immune balance. The U.S. Food and Drug Administration has granted FB102 Fast Track Designation for celiac disease.
About argenx
argenx
is a global immunology innovation company committed to improving the lives of people suffering from severe autoimmune diseases. Partnering
with leading academic researchers through its Immunology Innovation Program (IIP), argenx aims to translate immunology breakthroughs
into a world-class portfolio of novel antibody-based medicines. argenx developed and is commercializing the first approved neonatal Fc
receptor (FcRn) blocker and is evaluating its broad potential in multiple serious autoimmune diseases while advancing several earlier
stage experimental medicines within its therapeutic franchises.
For more information, visit
www.argenx.com
and follow
us on
,
,
, and
YouTube
.
This press release contains
inside information within the meaning of Article 7(1) of the EU Market Abuse Regulation (Regulation 596/2014).
Media:
Suzanne Johnson
sjohnson@argenx.com
Investors:
Alexandra Roy
aroy@argenx.com
Forward Looking Statements
The contents of this announcement include statements
that are, or may be deemed to be, “forward-looking statements.” These forward-looking statements generally can be identified
by the use of forward-looking words, such as “aim”, “anticipate”, “aspire”, “believe”,
“can”, “continue”, “could”, “estimate”, “expect”, “entail”, “forecast”,
“future”, “goals”, “hope”, “intend”, “is designed to”, “likely”,
“may”, “might”, “objective”, “plan”, “possible”, “potential”,
“pursue”, “project”, “predict”, “seek”, “should”, “strategy”,
“target”, “will” and other words and terms of similar meaning and expression, including in connection with any
discussion of future operating or financial performance. By their nature, forward-looking statements involve risks and uncertainties and
readers are cautioned that any such forward-looking statements are not guarantees of future performance. argenx’s actual results
may differ materially from those predicted by the forward-looking statements as a result of various important factors, including but not
limited to, the results of argenx’s clinical trials; uncertainties associated with the development of novel drug therapies; preclinical
and clinical trial and product development risks and setbacks; interpretation of argenx’s clinical trial data by regulatory authorities
and argenx’s ability to obtain regulatory approval; the risk that early stage clinical trials may not be predictive of results in
later stage or large scale clinical trials; the occurrence of adverse safety events or participant dropouts; the acceptance of its products
and product candidates by its patients as safe, effective, and cost-effective; the impact of governmental laws and regulations, including
tariffs, export controls, sanctions and other regulations on its business; the impact of healthcare regulations, including rules on
reimbursement for argenx’s products; competition in drug discovery, development and commercialization efforts; its reliance on third-party
suppliers, service providers and manufacturers; and instability and conflicts in the regions in which the company has suppliers or markets
for its products. A further list and description of these and other risks, uncertainties, and factors that could cause actual results
to differ materially from those referred to in the forward-looking statements can be found in argenx’s U.S. Securities and Exchange
Commission (SEC) filings and reports, including in argenx’s most recent annual report on Form 20-F filed with the SEC as well
as subsequent filings and reports filed by argenx with the SEC. Given these risks and uncertainties, the reader is advised not to place
undue reliance on such forward-looking statements. These forward-looking statements speak only as of the date of publication of this press
release. argenx undertakes no obligation to publicly update or revise the information in this press release, including any forward-looking
statements, except as may be required by law.
----- tm2627263d1_ex99-2.htm -----
EX-99.2
3
tm2627263d1_ex99-2.htm
EXHIBIT 99.2
Exhibit 99.2
argenx Provides Update on Phase 3 UNITY Study
of Efgartigimod SC in Sjögren's Disease
October 8, 2026, 7:00 AM CET
Amsterdam,
the Netherlands
– argenx SE (Euronext & Nasdaq: ARGX), a global immunology innovation company, today announced
that it will discontinue the Phase 3 UNITY study of efgartigimod subcutaneous (SC) (efgartigimod alfa and hyaluronidase-qvfc) in adults
with moderate-to-severe Sjögren's disease.
The decision is based on the recommendation from
an Independent Data Monitoring Committee (IDMC) to stop the study for futility following an interim analysis. The IDMC concluded that
the UNITY study is unable to meet its primary endpoint. Safety was consistent with efgartigimod's established profile and no new safety
signals were identified.
“We are disappointed by this outcome, most
of all for people living with Sjögren's disease, who are still waiting for treatments that fundamentally change the course of their
disease,” said Luc Truyen, M.D., Ph.D., Chief Medical Officer at argenx. “Sjögren's Disease is one of the most heterogeneous
and complicated diseases in immunology, and unraveling the biology of complex diseases is at the heart of what we do. We will analyze
these data in depth and share what we learn with the Sjögren's community. We are grateful to the patients, families, investigators
and site staff who made this study possible.”
Following study close and database lock, argenx
will conduct a comprehensive analysis of the data to understand the study's outcome and generate insights that may inform future research
in Sjögren's disease.
UNITY
Study Design
UNITY is a Phase 3, randomized, double-blind, placebo-controlled, multicenter study with an open-label extension,
designed to evaluate the efficacy, safety and tolerability of efgartigimod SC in adults with moderate-to-severe Sjögren's disease.
To be eligible, patients had to meet the 2016 ACR/EULAR classification criteria for primary Sjögren's disease, test positive for
anti-Ro/SSA autoantibodies and have moderate-to-severe systemic disease activity (clinESSDAI ≥6) while receiving stable background
standard of care. Patients were randomized 1:1 to receive weekly efgartigimod SC or placebo during the double-blind treatment period.
The primary endpoint was change from baseline in systemic disease activity, as measured by the clinical EULAR Sjögren's Syndrome
Disease Activity Index (clinESSDAI), at Week 48. Key secondary endpoints included the proportion of patients achieving low disease activity
(clinESSDAI <5), responder status on the Sjögren's Tool for Assessing Response (STAR), change in patient-reported symptoms as
measured by the Diary of Sjögren's Symptoms Assessment (DiSSA), and safety and tolerability.
About
Sjögren's Disease
Sjögren's disease is a chronic, slowly progressive, inflammatory systemic autoimmune disease characterized
by immune-mediated destruction of the exocrine glands. It can be severely debilitating and have a negative impact on patient quality
of life, with commonly reported symptoms including dry eyes and mouth, fatigue and joint pain. In addition, a substantial subset of patients
suffer from extraglandular systemic disease. While the presence of anti-Ro and IgG autoantibodies is considered a hallmark of the disease,
its underlying cause is believed to be multifactorial, with environmental triggers leading to autoimmunity and chronic inflammation.
The disease predominantly affects women, with a 9:1 female-to-male incidence ratio. Given its heterogeneous nature, the treatment journey
can be challenging, with long delays and high rates of misdiagnosis.
About
VYVGART
VYVGART® (efgartigimod alfa fcab) is a first-in-class human IgG1 antibody fragment that binds to the neonatal Fc
receptor (FcRn), resulting in the reduction of circulating IgG autoantibodies. VYVGART Hytrulo® is a subcutaneous combination of
efgartigimod alfa (VYVGART) and recombinant human hyaluronidase PH20 (rHuPH20), Halozyme's ENHANZE® drug delivery technology to facilitate
subcutaneous injection delivery of biologics.
VYVGART is approved for generalized myasthenia
gravis (gMG) and immune thrombocytopenia (Japan only). VYVGART Hytrulo is approved for gMG and chronic inflammatory demyelinating polyneuropathy
(CIDP). VYVGART Hytrulo may be marketed under different proprietary names in other regions.
About argenx
argenx
is a global immunology innovation company committed to improving the lives of people suffering from severe autoimmune diseases. Partnering
with leading academic researchers through its Immunology Innovation Program (IIP), argenx aims to translate immunology breakthroughs
into a world-class portfolio of novel antibody-based medicines. argenx developed and is commercializing the first approved neonatal Fc
receptor (FcRn) blocker and is evaluating its broad potential in multiple serious autoimmune diseases while advancing several earlier
stage experimental medicines within its therapeutic franchises. For more information, visit
www.argenx.com
and follow us
on
,
,
, and
YouTube
.
This press release contains
inside information within the meaning of Article 7(1) of the EU Market Abuse Regulation (Regulation 596/2014).
Media:
Colin McBean
cmcbean@argenx.com
Investors:
Alexandra Roy
aroy@argenx.com
Forward-Looking Statements
The contents of this announcement include statements that are, or may
be deemed to be, “forward-looking statements.” These forward-looking statements generally can be identified by the use of
forward-looking words, such as “aim”, “anticipate”, “aspire”, “believe”, “can”,
“continue”, “could”, “estimate”, “expect”, “entail”, “forecast”,
“future”, “goals”, “hope”, “intend”, “is designed to”, “likely”,
“may”, “might”, “objective”, “plan”, “possible”, “potential”,
“pursue”, “project”, “predict”, “seek”, “should”, “strategy”,
“target”, “will” and other words and terms of similar meaning and expression, including in connection with any
discussion of future operating or financial performance. By their nature, forward-looking statements involve risks and uncertainties and
readers are cautioned that any such forward-looking statements are not guarantees of future performance. argenx’s actual results
may differ materially from those predicted by the forward-looking statements as a result of various important factors, including but not
limited to, the results of argenx’s clinical trials; uncertainties associated with the development of novel drug therapies; preclinical
and clinical trial and product development risks and setbacks; interpretation of argenx’s clinical trial data by regulatory authorities
and argenx’s ability to obtain regulatory approval; the risk that early stage clinical trials may not be predictive of results in
later stage or large scale clinical trials; the occurrence of adverse safety events or participant dropouts; the acceptance of its products
and product candidates by its patients as safe, effective, and cost-effective; the impact of governmental laws and regulations, including
tariffs, export controls, sanctions and other regulations on its business; the impact of healthcare regulations, including rules on
reimbursement for argenx’s products; competition in drug discovery, development and commercialization efforts; its reliance on third-party
suppliers, service providers and manufacturers; and instability and conflicts in the regions in which the company has suppliers or markets
for its products. A further list and description of these and other risks, uncertainties, and factors that could cause actual results
to differ materially from those referred to in the forward-looking statements can be found in argenx’s U.S. Securities and Exchange
Commission (SEC) filings and reports, including in argenx’s most recent annual report on Form 20-F filed with the SEC as well
as subsequent filings and reports filed by argenx with the SEC. Given these risks and uncertainties, the reader is advised not to place
undue reliance on such forward-looking statements. These forward-looking statements speak only as of the date of publication of this press
release. argenx undertakes no obligation to publicly update or revise the information in this press release, including any forward-looking
statements, except as may be required by law.
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