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ALKIVIA Delivers: FcRn Biology Wins, IMNM De-Risked, DM Still Very Much Alive-20260817
摩根士丹利· 2026-08-17 17:04
August 17, 2026 07:56 AM GMT argenx SE | North America ALKIVIA Delivers: FcRn Biology Wins, IMNM De-Risked, DM Still Very Much Alive ALKIVIA validates FcRn biology in myositis, de-risks a likely IMNM filing, and suggests DM efficacy is real but underpowered, preserving substantial upside. Key Takeaways FcRn Biology Wins: The ALKIVIA dataset is better than feared and should largely close the debate that emerged following argenx's June R&D day. The study met its primary endpoint in the combined IMNM and DM po ...