Artisan Global Opportunities Fund Q4 2025 Portfolio Update

Among our top contributors in Q4 were Argenx, Lam Research and Insmed. Among our biggest detractors in Q4 were Oracle, Netflix and BAE Systems. During the quarter, we initiated new positions in RTX (Raytheon), Capital One and Somnigroup. In addition to Insmed and BAE, we also added to L3Harris, a global aerospace and defense company.

Seeking Alpha • Jan 29, 2026

HRMY or ARGX: Which Is the Better Value Stock Right Now?

Investors looking for stocks in the Medical - Biomedical and Genetics sector might want to consider either Harmony Biosciences Holdings, Inc. (HRMY) or argenex SE (ARGX). But which of these two stocks offers value investors a better bang for their buck right now?

Zacks Investment Research • Jan 26, 2026

Artisan Mid Cap Fund Q4 2025 Performance Discussion And Portfolio Activity

The portfolio delivered a modest negative absolute return during Q4 but outpaced the Russell Midcap® Growth Index by several percentage points. IT was an area of strength during the quarter, led by holdings exposed to data center and AI infrastructure spending. Strong product launches from Insmed (INSM), Ascendis Pharma and Argenx (ARGX) were notable performance drivers.

Seeking Alpha • Jan 20, 2026

argenx Announces FDA Acceptance of Supplemental Biologics License Application with Priority Review for VYVGART in AChR-Ab Seronegative gMG

January 13, 2026, 7:00 AM CET  Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that the U.S. Food and Drug Administration (FDA) has accepted for priority review a supplemental Biologics License Application (sBLA) for VYVGART® (IV: efgartigimod alfa-fcab) for the treatment of adults with acetylcholine receptor antibody (AChR-Ab) seronegative generalized myasthenia gravis (gMG). The application has been granted a Prescription Drug User Fee Act (PDUFA) target action date of May 10, 2026.

GlobeNewsWire • Jan 13, 2026

argenx SE (ARGX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

argenx SE (ARGX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Seeking Alpha • Jan 12, 2026

argenx Highlights 2026 Strategic Priorities

Reported $4.15 billion (YoY growth of +90%) in preliminary* full-year 2025 global product net sales, inclusive of $1.29 billion in fourth quarter sales

GlobeNewsWire • Jan 12, 2026

argenx to Present at 44th Annual J.P. Morgan Healthcare Conference

January 6, 2026 Amsterdam, the Netherlands – argenx (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that Tim Van Hauwermeiren, Chief Executive Officer, will present at the 44th Annual J.P. Morgan Healthcare Conference on Monday, January 12, 2026 at 8:15 a.m. PT.

GlobeNewsWire • Jan 6, 2026

Top 3 Health Care Stocks Which Could Rescue Your Portfolio This Month

The most oversold stocks in the health care sector presents an opportunity to buy into undervalued companies.

Benzinga • Jan 6, 2026

argenx Announces Leadership Transition Marking Next Evolution of Growth

Tim Van Hauwermeiren to transition from CEO to Non-Executive Director and Chairman of Board of Directors and Karen Massey to transition from COO to CEO and Executive Director

GlobeNewsWire • Jan 5, 2026

KROS or ARGX: Which Is the Better Value Stock Right Now?

Investors looking for stocks in the Medical - Biomedical and Genetics sector might want to consider either Keros Therapeutics, Inc. (KROS) or argenex SE (ARGX). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • Dec 30, 2025