US · Healthcare · Biotechnology
EPS came in at -1.69 against a street estimate of -1.86 — a beat of 9.1%.
Analysts rate Agios Pharm a buy (6 buy, 3 hold, 0 sell out of 9) with an average price target of $45.75.
CONFIDENT Agios delivered $44.7M Q2 revenue (+259% YoY) driven by AQVESME thalassemia launch momentum (442 cumulative prescriptions). Mitapivat sickle cell sNDA accepted with November 1 PDUFA. Pipeline strengthened via cevidoplenib in-licensing; $1B cash provides execution flexibility. Q2 2026 U.S. dominates; Europe thalassemia approval received May 2026. GCC early access ongoing but neither region expected material in 2026. Analysts pressed on persistence rates (clinical trial proxy reassuring), sickle cell pricing/Medicaid headwinds (acknowledged; deferred to approval), and prescription sustainability (management signaling maturing launch, pivoting to revenue metric). Consensus: execution sound, but H2 growth dependent on NTDT penetration depth and time-to-treatment stabilization. 2026-07-30…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 9.64% |
| Farallon Capital Management, L.L.C. | 9.52% |
| Lynx1 Capital Management, LP | 5.71% |
| State Street Corp | 5.64% |
| D. E. Shaw & Co LP | 5.20% |
| Armistice Capital, LLC | 4.55% |
| Erste Asset Management GmbH | 4.53% |
| Vanguard Capital Management, LLC | 4.41% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 AGIOS PHARMACEUTICALS, INC. – FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Revenue (6 months): $65.5 million (vs. $21.2 | 2026-07-30 |
| Results announced · Q3 2026 AGIOS PHARMACEUTICALS Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Product revenue Q2 2026: $44.7 million (vs. $12.5 million Q2 2025) — 258% increas | 2026-07-30 |
| Board / officer change · Q2 2026 AGIOS PHARMACEUTICALS, INC. - 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 18, 2026 • 2,000,000 additional shares approved fo | 2026-06-18 |
| Quarterly report · Q1 2026 AGIOS PHARMACEUTICALS, INC. - Q1 2026 SUMMARY HEADLINE NUMBERS • Cash Position: $1.005 billion in cash, cash equivalents and marketable securities a | 2026-04-29 |
| Results announced · Q2 2026 AGIOS PHARMACEUTICALS Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Total mitapivat net revenues: $20.7 million in Q1 2026 vs. $8.7 million in Q1 202 | 2026-04-29 |
| Proxy statement · Q2 2026 AGIOS PHARMACEUTICALS PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect three Class I directors for three-year terms expiring 2029 ( | 2026-04-24 |
| Annual report FY2025 AGIOS PHARMACEUTICALS, INC. – 2025 10-K SUMMARY HEADLINE NUMBERS • Market capitalization (as of June 30, 2025): $1,914,339,201 • Outstanding shares | 2026-02-12 |
| Results announced · Q1 2026 AGIOS PHARMACEUTICALS: Q4 2025 & FULL YEAR FINANCIAL SUMMARY HEADLINE NUMBERS • Full year 2025 product revenue: $54.0 million (up from $36.5 million | 2026-02-12 |
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Google PlayApp StoreData updated 2026-09-18.