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Nathanael Charoensook

Vice President in Biotechnology Equity Research at Leerink Partners

Nathanael Charoensook, Ph.D., CFA, is a Vice President in Biotechnology Equity Research at Leerink Partners, specializing in diversified biopharmaceuticals with coverage of companies such as Zymeworks, Arcturus Therapeutics, Sensorion, and Voyager Therapeutics. He is known for his rigorous analytical track record and comprehensive financial modeling, consistently maintaining high-quality research output for investors in the biotech sector. Charoensook began his tenure at Leerink Partners in the early 2020s after earning advanced degrees and professional credentials in finance, and he holds both a Ph.D. and Chartered Financial Analyst (CFA) designation. He is registered with regulatory bodies such as FINRA and is recognized for his expertise and thorough research across the biotechnology equity landscape.

Nathanael Charoensook's questions to ARGENX (ARGX) leadership

Nathanael Charoensook's questions to ARGENX (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.

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