Biotech Stocks Surge in 2025 with $30.9 Billion M&A Wave
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 31 2025
0mins
Source: Benzinga
- M&A Surge: In 2025, small and mid-cap biopharma companies accounted for 57% of acquisitions by deal count, with 33 deals totaling $30.9 billion, indicating a significant recovery in market confidence despite a drop in median deal value from $516 million to $303 million.
- Shift in Investor Focus: Investor attention has shifted from GLP-1 obesity drugs to cancer and autoimmune disease treatments in 2025, particularly next-generation cell therapies, reflecting strong demand for innovative treatment options and potential growth opportunities in the biotech sector.
- Strong Clinical Data: Approximately $6 billion in acquisitions related to next-generation cell therapies occurred over the past six months, highlighting significant interest from big pharma in this niche, which could drive stock price increases for involved companies.
- Optimistic Outlook: Analysts expect increased M&A and strategic partnerships in 2026, particularly in immunology and rare diseases, with a lower interest rate environment improving funding conditions and further supporting the growth of biotech companies.
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Analyst Views on ARGX
Wall Street analysts forecast ARGX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARGX is 1041 USD with a low forecast of 858.00 USD and a high forecast of 1264 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 846.755
Low
858.00
Averages
1041
High
1264
Current: 846.755
Low
858.00
Averages
1041
High
1264
About ARGX
argenx SE, formerly arGEN X BV, is a Netherlands-based biopharmaceutical company. It is primarily engaged in creating and developing a pipeline of differentiated antibody therapeutics for the treatment of severe autoimmune diseases using its discovery platform, Simple Antibody, which exploits characteristics of the llama immune system. The Company develops a pipeline of antibody therapeutics focused on cancer and autoimmune indications. It includes, but is not limited to: Empasiprubart, a complement inhibitor targeting C2, blocking the function of both the classical and lectin pathways, while leaving the alternative pathway intact, ARGX-119 an antagonist to the MuSK receptor with potential in multiple neuromuscular indications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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