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    Xian Deng • UBS Group AG

    Xian Deng's questions to argenx SE (ARGX) leadership

    Xian Deng's questions to argenx SE (ARGX) leadership • Q1 2025

    Question

    Xian Deng asked for color on the net price difference between the EU and the U.S. and how to assess the commercial opportunity for the pre-filled syringe (PFS) in Europe, considering infrastructure and pricing dynamics.

    Answer

    Chief Operating Officer Karen Massey reiterated that argenx has taken a disciplined approach to ex-U.S. pricing to ensure financial sustainability and is well-positioned on net price. She agreed that the PFS represents a big opportunity ex-U.S., noting the fast conversion from IV to the Hytrulo butterfly presentation in Europe. She expects the PFS to accelerate this trend and drive continued growth outside the U.S., with the first patient already dosed in Germany.

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    Xian Deng's questions to argenx SE (ARGX) leadership • Q1 2024

    Question

    Xian Deng asked what gives Argenx confidence in its Sjogren's disease Phase III trial, given the indication has been historically challenging for biologics, and how it will manage patients on prior medications.

    Answer

    CEO Tim Van Hauwermeiren explained that confidence comes from the Phase II signal-finding study, which demonstrated a convincing biological signal. He noted that clearing immune complexes led to consistent improvements across multiple clinical scales. The study also provided crucial learnings on how to mitigate the impact of background medications for the Phase III design.

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    Xian Deng's questions to Genmab A/S (GMAB) leadership

    Xian Deng's questions to Genmab A/S (GMAB) leadership • Q1 2025

    Question

    Xian Deng of UBS asked for a sales breakdown of EPKINLY between follicular lymphoma (FL) and DLBCL, physician feedback on its differentiation, and the expected duration of use in second-line FL.

    Answer

    CCO Brad Bailey declined to provide a specific sales split but noted robust uptake post-FL launch, with physicians valuing its dual indication, subcutaneous administration, and no hospitalization requirement. CMO Tahamtan Ahmadi clarified the study regimen for second-line FL is a fixed 12-month duration and the regulatory submission is based on a strong interim overall response rate.

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    Xian Deng's questions to Genmab A/S (GMAB) leadership • Q1 2024

    Question

    Xian Deng of UBS Group AG posed several questions about acasunlimab (GEN1046), asking about the long-term safety profile regarding liver toxicity, the data cutoff dates for the upcoming ASCO abstract versus the final presentation, and whether the Phase III trial will target all PD-L1 positive patients or a more specific high-expression subgroup.

    Answer

    Chief Medical Officer Tahamtan Ahmadi confirmed that based on substantial experience, the liver toxicity of acasunlimab appears manageable with no evidence of accumulation over time. He stated that the ASCO presentation will feature more updated data than the abstract. Dr. Ahmadi also clarified that the Phase III trial is intended to enroll PD-L1 positive patients, as PD-L1 expression is required for the drug's mechanism of action, which involves activating 4-1BB on T cells.

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