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ウェドブッシュ証券によると、アルジェンクスのVyvgartは今後数ヶ月で患者数が増加する見込み。

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-- ウェドブッシュ証券は木曜日のレポートで、アルジェンクス(ARGX)の「ヴィヴガルト」は慢性炎症性脱髄性多発神経炎(CIDP)治療薬として依然として最も急速に成長しており、患者シェアは18%から23%に上昇すると予測されると述べた。 ウェドブッシュの調査結果は、アルジェンクスのヴィヴガルトの売上高予測(第1四半期13億ドル、2026年58億ドル、うちCIDPが20億ドル、全身型重症筋無力症が38億ドル)を裏付けていると、同レポートは述べている。 ウェドブッシュは、血清陰性型および眼筋型重症筋無力症に対する近い将来の承認によって、同薬の適用対象となる患者数が拡大する可能性があり、さらなる成長余地があると見ている。 同レポートは、アルジェンクスは成長見通しと現在の企業価値を考慮すると、魅力的な投資機会を提供していると述べている。 ウェドブッシュ証券は、アルジェンクス株の投資判断を「アウトパフォーム」に据え置き、目標株価を1,000ドルとした。 第1四半期決算は5月7日に発表予定。

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