Artisan Mid Cap Fund Maintains Its Confidence in Argenx’s (ARGX) VYVGART

4 weeks ago 2

Soumya Eswaran

Tue, February 24, 2026 astatine 6:33 AM CST 3 min read

Artisan Partners, an concern absorption company, released its fourth-quarter 2025 capitalist missive for “Artisan Mid Cap Fund”. A transcript of the missive tin beryllium downloaded here. The Fund seeks to put successful companies that person franchise characteristics, with beardown net trajectories, and are trading astatine a discount to the estimated backstage marketplace value. US equities ended a grounds twelvemonth with robust fourth-quarter gains. The Fund’s Investor Class, ARTMX, delivered -0.44%, the Advisor Class, APDMX, delivered -0.37%, and the Institutional Class, APHMX, delivered -0.35% successful the 4th fourth compared to -3.70% for the Russell Midcap® Growth Index. Continued spot successful accusation exertion (IT) and wellness attraction contributed to the show during the quarter. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Artisan Mid Cap Fund highlighted stocks similar Argenx SE (NASDAQ:ARGX). Argenx SE (NASDAQ:ARGX) is simply a commercial-stage biopharma institution and a starring contributor to the fund’s quarterly performance. On February 23, 2026, Argenx SE (NASDAQ:ARGX) banal closed astatine $826.25 per share. One-month instrumentality of Argenx SE (NASDAQ:ARGX) was -0.83%, and its shares gained 31.96% implicit the past 52 weeks. Argenx SE (NASDAQ:ARGX) has a marketplace capitalization of $51.131 billion.

Artisan Mid Cap Fund stated the pursuing regarding Argenx SE (NASDAQ:ARGX) successful its 4th fourth 2025 capitalist letter:

"Our apical contributors successful Q4 were Argenx SE (NASDAQ:ARGX), Coherent and Insmed. Argenx is simply a commercial-stage biotechnology institution with a first-in-class auto-immune therapy, VYVGART®, approved for myasthenia gravis and chronic inflammatory demyelinating polyradiculoneuropathy. In its latest net report, VYVGART® income astir doubled YoY, rising 96% and bringing annualized income to implicit $4 billion, supported by maturation successful caller diligent uptake pursuing the motorboat of its prefilled syringe formulation. Late successful the quarter, the banal pulled backmost aft the institution discontinued a mid signifier proceedings to dainty thyroid oculus illness owed to a deficiency of efficacy. While this took distant immoderate of the upside for the quarter, we proceed to presumption further indications for VYVGART® arsenic a compelling opportunity, with the cause presently being studied to dainty much than a twelve different diseases."

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