Argenx: Changing Lives with Llamas

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(00:03:49) - (First question) - Ways the immune system protects us and fails us

(00:06:00) - Current patient treatments and evolving solutions to existing problems 

(00:07:52) - The key difference between how the biotech community is addressing big diseases versus autoimmune disorders

(00:09:55) - What sparked Julia’s interest in ArgenX

(00:14:01) - Explanation how we use animal antibodies to help research progression

(00:15:25) - The foundations of the business

(00:17:57) - The evolution of the business and its commercial success thus far

(00:20:22) - Transitioning from lab antibodies to a commercial product ready for consumers

(00:23:42) - The infrastructure needed to maintain and grow ArgenX

(00:26:43) - Indicators of commercial success

(00:29:27) - The basic revenue model for this business type

(00:30:49) - Go to market strategies for developed drugs 

(00:34:39) - Pricing and patient protection of these newly developed drugs 

(00:37:46) - Cures versus creating treatments with recurring revenue streams

(00:39:38) - The importance of the current team composition 

(00:41:44) - Julia’s perspective on what they are willing to invest to grow the company

(00:43:49) - Normalized profitability for biotech companies such as this

(00:45:59) - Potential risks to the current business model

(00:47:30) - Educating yourself on the science behind the business for better investment knowledge

(00:49:22) - Lessons learned from studying ArgenX