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FDA Approval And Global Partnerships Will Yield Mixed Prospects

Published
09 Feb 25
Updated
05 Sep 25
AnalystConsensusTarget's Fair Value
US$47.50
24.2% undervalued intrinsic discount
05 Sep
US$36.01
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1Y
-18.0%
7D
-4.5%

Author's Valuation

US$47.5

24.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on05 Sep 25
Fair value Decreased 0.35%

Analysts modestly trimmed Agios Pharmaceuticals’ price target from $47.67 to $47.50, reflecting a brief FDA approval delay for Pyrukynd and cautious near-term modeling, while maintaining long-term conviction on the strength of clinical data and emerging commercial partnerships. Analyst Commentary Bullish analysts remain confident in FDA approval of Pyrukynd despite a three-month PDUFA delay due to the submission of a REMS for hepatocellular injury, which is viewed as a standard regulatory step and not due to new data requests.

Shared on01 May 25
Fair value Decreased 9.57%

Shared on23 Apr 25
Fair value Decreased 0.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.78%

AnalystConsensusTarget has decreased profit margin from 19.3% to 17.3% and increased future PE multiple from 55.4x to 64.1x.

Shared on09 Apr 25
Fair value Increased 4.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 3.77%

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 4.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 1.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.