argenx SE | Investor Day Presentation Deck | 69 slides

argenx · 2021-07
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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69
every slide · same image gating as the playbook
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Slide 1
The infinity symbol is used as a framing device for the imagery.front_matter
Open slide detailBeat · Situation & Context
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front_matter
Open slide detailBeat · Situation & Context
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other
Open slide detailBeat · Situation & Context
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summarize
Open slide detailBeat · Situation & Context
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state_next_steps
Open slide detailBeat · Situation & Context
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front_matter
Open slide detailBeat · Situation & Context
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The slide uses an infinity loop to symbolize the continuous cycle between patient and science.front_matter
08
The slide uses a 2x3 grid layout to present five key strategic pillars.summarize
09
The slide uses a hub-and-spoke visual metaphor to show the drug's broad applicability across multiple disease states.present_solution
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The slide uses a process-like flow to connect disease states to specific clinical data and future opportunities.present_solution
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The slide uses a comparison matrix structure to justify the expansion of a clinical franchise into a new indication.present_solution
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The diagram is a variation of a flywheel or infinity loop process.present_framework
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The slide uses a biological neuron metaphor to illustrate a business platform strategy.present_framework
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The slide uses a Venn-like diagram to connect core company values to specific market and pipeline achievements.summarize
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The slide uses a Venn-like diagram to connect three core pillars to six specific business achievements.summarize
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The slide features a stylized circular cutout showing a smiling woman, set against a background of molecular structures.front_matter
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The slide uses a numbered list to explain a biological process (pinocytosis, binding, rescue, release) mapped to a visual diagram.present_framework
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The slide uses a numbered process/comparison flow to contrast binding modes.present_framework
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The chart shows that Efgartigimod maintains FcRn volume similar to 'No treatment', whereas the 'Control anti-FcRn mAb' causes a significant reduction in volume analyze_data
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The slide uses a causal flow diagram to explain the mechanism of action.present_framework
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Data from Phase 3 ADAPT trial; includes comparison to Phase 2 pemphigus trial findings.analyze_data
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summarize
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front_matter
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The slide uses a structured layout to define the disease state and market opportunity.frame_problem
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The diagram uses a bubble-cluster visualization to show the relationship between different autoantibodies and clinical conditions.present_framework
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The slide uses a circular process flow to explain the pathology of Immune-Mediated Necrotizing Myopathy (IMNM).present_framework
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The slide uses a process-flow framework to show how autoantibodies trigger specific biological pathways (myolysis, capillary disruption, interferon production) present_framework
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The diagram illustrates a hub-and-spoke model where the autoantibody is the central mediator.present_framework
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The slide illustrates the diversity of autoantibodies in myositis patients, supporting the thesis that a broad-acting therapy like Efgartigimod is effective.present_framework
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
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establish_context
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
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The slide shows 8 individual patient longitudinal plots. Each plot has dual y-axes (CK and Anti-SRP54) and a shared x-axis (Days).analyze_data
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
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The chart is a Kaplan-Meier survival curve showing 'DOI-free Survival Probability' over time in weeks.summarize
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
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ProDERM study data comparing IVIg and placebo efficacy over time.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
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Includes two dot plots showing grip/muscle strength and two microscopy images showing necrosis and complement deposition.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
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The chart uses a diagonal line to represent growth or accumulation of patient segments.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
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The slide outlines a clinical trial protocol involving 180 patients, stratified by condition and severity, with a 26-week duration and specific primary/secondarpresent_framework
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
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summarize
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
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front_matter
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
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The slide uses a structured 4-column layout to summarize the disease profile.frame_problem
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
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The slide depicts a step-by-step biological pathway (1-6) showing how autoantibodies lead to blister formation. It also highlights the therapeutic target Efgartillustrate_case
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
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The slide uses a before-after structure to contrast WT mice (susceptible) with FcRn-/- mice (resistant) and shows the impact of HDIG treatment.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
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The funnel structure implies a progression toward higher selectivity and better outcomes.present_framework
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
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The slide presents three distinct clinical datasets (IVIg, Protein A Immunoadsorption, and PLEX) to support the thesis that IgG-targeted therapies lead to fast analyze_data
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
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Uses a horizontal progression arrow to show the transition from initial indication to adjacent indications.present_solution
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Clinical trial design diagram showing a 1:1 randomization between Efgartigimod and Placebo over 36 weeks.present_framework
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summarize
Open slide detailBeat · Impact & Next Steps
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Branded Argenx presentation slide.front_matter
Open slide detailBeat · Impact & Next Steps
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introduce_nominees
Open slide detailBeat · Impact & Next Steps
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Includes names of presenters and company logo.front_matter
Open slide detailBeat · Impact & Next Steps
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The diagram shows the classical, lectin, and alternative pathways converging at C3 convertase, with C2 highlighted as a target.present_solution
Open slide detailBeat · Impact & Next Steps
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The slide uses a process flow diagram to illustrate the complement system and justifies targeting C2 over other components.present_solution
Open slide detailBeat · Impact & Next Steps
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The slide uses a process flow diagram to explain the mechanism of action for a potential therapeutic intervention.present_solution
Open slide detailBeat · Impact & Next Steps
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The slide uses a biological pathway diagram to justify a therapeutic target.present_solution
Open slide detailBeat · Impact & Next Steps
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The slide uses a process flow diagram to justify targeting C2. It contrasts this with other potential targets (labeled 1 and 2) and highlights the benefits of Cpresent_solution
Open slide detailBeat · Impact & Next Steps
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The slide uses a circular process diagram to explain the biological mechanism of the drug.present_solution
Open slide detailBeat · Impact & Next Steps
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The slide uses a timeline-like structure to show dose escalation cohorts for IV and SC administration.present_framework
Open slide detailBeat · Impact & Next Steps
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The slide presents clinical trial safety data for ARGX-117, highlighting that most adverse events are low grade and unrelated to the drug.analyze_data
Open slide detailBeat · Impact & Next Steps
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SAD = Single Ascending Dose. PD = Pharmacodynamic.analyze_data
Open slide detailBeat · Impact & Next Steps
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The slide shows two line charts comparing different dosing regimens over time.analyze_data
Open slide detailBeat · Impact & Next Steps
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The chart compares three dosing regimens (60mg/kg LD + 10mg/kg Q2W, 40mg/kg Q4W, 60mg/kg Q8W) against a 99% reduction threshold.analyze_data
Open slide detailBeat · Impact & Next Steps
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summarize
Open slide detailBeat · Impact & Next Steps
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The slide highlights the clinical burden and market opportunity for new therapies.diagnose_problem
Open slide detailBeat · Impact & Next Steps
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The slide uses a numbered list format to explain a biological mechanism and clinical correlation.summarize
Open slide detailBeat · Impact & Next Steps
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The slide uses immunofluorescence microscopy to demonstrate the efficacy of ARGX-117 in preventing complement-mediated damage.illustrate_case
Open slide detailBeat · Impact & Next Steps
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The slide uses a visual gradient to represent dose-dependency in a biological assay.analyze_data
Open slide detailBeat · Impact & Next Steps
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The slide uses a before-after comparison to demonstrate the efficacy of ARGX-117 in preserving neurofilaments.illustrate_case
Open slide detailBeat · Impact & Next Steps
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The slide uses a process flow diagram to illustrate the clinical trial stages.present_framework
Open slide detailBeat · Impact & Next Steps
68
The diagram uses a Venn-like structure nested within a larger circle to show the relationship between biological pathways, therapeutic franchises, and specific size_opportunity
Open slide detailBeat · Impact & Next Steps
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The slide features a list of 11 individuals with their professional titles and affiliations.summarize
Open slide detailBeat · Impact & Next Steps