argenx SE (ARGX) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript

Rajan Sharma
Goldman Sachs Group, Inc., Research Division

Afternoon, everyone, and thank you for joining. My name is Rajan Sharma, European pharma and biotech analyst here at Goldman Sachs. Very pleased to have argenx with us this afternoon for the last fireside of the day. And we’ve actually got 2 speakers. We’re lucky to have 2 speakers today. We’ve got Karl Gubitz, who is CFO, who you all probably know. And then we also have Arjen Lemmen, who is Head of Corporate Development. Maybe just to kick off, Arjen, given that you’re probably someone who hasn’t had as much time with investors relative to Karl, maybe you could just give a brief introduction of your role, yourself, and how that’s evolved over the years at argenx.

Arjen Lemmen
Vice President of Corporate Development & Strategy

Yes. No, happy to do so and happy to be here. So my role at argenx is indeed that I head Corporate Development and Strategy. I’ve been with the company since 2015. So I joined argenx when it was just 30 people at the time with a responsibility on our Business Development deal-making. I ultimately evolved my role in a broader corporate development responsibility in the CDR leadership team.

So my team focuses on really everything related to third parties and deal-making. So the Business Development, the partnerships, the alliances are sourcing with suppliers and Corporate Strategy as a whole. So supporting the organization, which countries do we enter, which indications do we prioritize does the overall portfolio make sense? Which molecule do we