This quarter, we re-established a position in Arista Networks, a leading provider of high-performance networking solutions for data centers, cloud providers, and enterprises. We initiated a starter position in Synopsys after shares sold off following the company's third quarter earnings report and our in-person meeting with management. We exited our CyberArk Software Ltd. position after its acq...
The S&P 1500 Health Care Index advanced 4.0% in the third quarter, underperforming the S&P 500, which gained 8.1%. Stock selection within biotechnology and health care providers & services, along with an overweight to biotechnology and an underweight to medtech added the most value relative to the Index. Security selection within medtech, life sciences tools & services, and pharmaceuticals detr...
Baron International Growth Fund gained 6.04% during the quarter, slightly underperforming its benchmark, the MSCI ACWI ex USA Index. Lynas Rare Earths' shares nearly doubled during the quarter as geopolitical and trade tensions underscored the strategic importance of supply sources outside China. Constellation Software, a holding company that owns and operates a large portfolio of vertical-mark...
argenx SE ( ARGX ) Q3 2025 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Beth DelGiacco - VP and Global Head of Corporate Communications & Investor Relations Tim Van Hauwermeiren - Co-Founder, CEO & Executive Director Karl Gubitz - Chief Financial Officer Karen Massey - Chief Operating Officer Luc Truyen - Chief Medical Officer Conference Call Participants Rajan Sharma - Goldm...
$1.13 billion in third quarter global product net sales On track to submit seronegative gMG sBLA by year-end and report ADAPT-OCULUS results in 1H26 – supporting pursuit of broadest MG label of any biologic Five registrational study readouts expected in 2026 from leading immunology pipeline Management to host conference call today at 1:30 PM CET (8:30 AM ET) October 30, 2025 7:00 AM CET Amster...
VYVGART demonstrated clinically meaningful benefit across all AChR-Ab seronegative gMG subtypes in ADAPT SERON, supporting broad role of pathogenic IgGs in disease activity Final ADAPT SC+ results show ~60% of VYVGART gMG patients achieved minimal symptom expression (MSE), with 88% sustaining MSE for at least 4 weeks Real world data show >70% of patients treated with VYVGART meaningfully reduce...
Argenx SE is a biotechnology company best known for developing Vyvgart, the leading FcRn inhibitor for the treatment of autoimmune conditions. RadNet, Inc. is the largest operator of outpatient diagnostic imaging services and related solutions in the U.S. Intuitive Surgical, Inc. manufactures the da Vinci Surgical System, a robotic surgical system used for minimally invasive surgical procedures.
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