May. 13 at 5:01 PM
$ARGX started a position here, this company has pricing power, a strong pipeline an incredible growth rate and is not likely to be threatened by most favored nation policies. Despite what's being reported in the news there was no earnings or revenue miss. They beat on both marks, just by less than the market had hoped for. Still their Vyvgart drug is doing incredibly well.
Sentiment around biotech is not great atm, but this company is highly profitable and growing very fast. Planning to add a lot more if this should fall further.
