argenx SE at Morgan Stanley Global Healthcare Conference Transcript

Sep 14, 2026 / 01:15PM GMT

Release Date Price: €874.1 (+2.57%)

Transcript

Sean Laaman

Morgan Stanley & Co Ltd - Moderator

I think we are good to go. Welcome, everyone. I'm Sean Laaman, the Head of SMid-Cap Biotech Equity Research here at Morgan Stanley and welcome to our Global Healthcare Conference. For important disclosures before we begin, please see the Morgan Stanley research disclosure website at www.morganstanley.com/research disclosures. And if you have any questions, please reach out to your Morgan Stanley sales representative.

With that, we welcome Karl Gubitz, CFO from argenx; and An Vandebosch, our Head of Development. Thank you both for joining us today.

Karl Gubitz

argenx SE - Chief Financial Officer

Thank you. Thank you, Sean. It's great to be here.

Questions & Answers

Sean Laaman

Morgan Stanley & Co Ltd - Moderator

Yeah. Maybe just to kick off, we've got some more broader question thematically. How is the rise of China innovation changing your competitive

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