Nathanael Charoensook's questions to argenx SE (ARGX) leadership • Q1 2025
Question
Nathanael Charoensook, on for Tom Smith, asked about the expected usage split among the three VYVGART product presentations (IV, Hytrulo, PFS) and how the payer mix is expected to evolve.
Answer
Chief Operating Officer Karen Massey stated that the majority of new patient growth is already coming from Hytrulo and expects this to accelerate with the PFS launch, which is seen as a 'game changer'. Chief Financial Officer Karl Gubitz added that the current payer mix is roughly 50-50 between commercial and Medicare, and he does not expect that to change significantly.