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UBS - CSL no need to worry about Argenx, page-5

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    Last week Argnex reported positive top line outcome for VYVGART against the CIDP patients too. This category is supposed to be 25% of total IG treatment patients. So VYVGART is being rolled out to other patients too in addition to gMG patients. Argnex is hopeful of expanding further. From what I read the question is whether in the real world whether practitioners switch over. While the efficacy rate is in the similar range, VYVGART is much easier to administrate. Also for this trial on CIDP patients it didn’t say anything about VYVGART will be on top of existing medications.
    This is my reading of the literature I have seen. I would like you to confirm whether I have got the facts correct.

 
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