Agios Pharmaceuticals (AGIO) Resumen de Acciones
Agios Pharmaceuticals, Inc. es una empresa biofarmacéutica que descubre y desarrolla medicamentos en el campo del metabolismo celular en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
AGIO Community Fair Values
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Analyst Price Targets
Competidores de Agios Pharmaceuticals, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$28.14 |
| Máximo en las últimas 52 semanas | US$46.00 |
| Mínimo de 52 semanas | US$22.24 |
| Beta | 0.58 |
| Cambio en 1 mes | 11.14% |
| Variación en 3 meses | -7.40% |
| Cambio de 1 año | -5.57% |
| Variación en 3 años | 8.99% |
| Variación en 5 años | -49.55% |
| Variación desde la OPV | -10.04% |
Noticias y actualizaciones recientes
Actualización de narrativa • May 18
AGIO: FDA Sickle Cell Decision And Trial Data Will Shape Next Phase Upside
Analysts have trimmed their consolidated price target for Agios Pharmaceuticals by about $0.40 to roughly $41.10. This reflects updated assumptions on market size, profit margins and future P/E after a mix of recent target cuts and raises across the Street.
Actualización de narrativa • May 01
AGIO: Sickle Cell FDA Path And Novo Readthroughs Will Shape Future Enthusiasm
Analysts have adjusted their outlook on Agios Pharmaceuticals with a modestly lower average price target, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E following recent mixed research, including several target cuts tied to Novo Nordisk related market views and earlier target hikes linked to potential regulatory catalysts for mitapivat. Analyst Commentary Recent Street research on Agios Pharmaceuticals shows a mix of optimism around potential regulatory catalysts for mitapivat and caution around market sizing and competitive readthroughs, particularly following data points tied to Novo Nordisk.Recent updates
Actualización de narrativa • May 18
AGIO: FDA Sickle Cell Decision And Trial Data Will Shape Next Phase Upside
Analysts have trimmed their consolidated price target for Agios Pharmaceuticals by about $0.40 to roughly $41.10. This reflects updated assumptions on market size, profit margins and future P/E after a mix of recent target cuts and raises across the Street.Actualización de narrativa • May 01
AGIO: Sickle Cell FDA Path And Novo Readthroughs Will Shape Future Enthusiasm
Analysts have adjusted their outlook on Agios Pharmaceuticals with a modestly lower average price target, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E following recent mixed research, including several target cuts tied to Novo Nordisk related market views and earlier target hikes linked to potential regulatory catalysts for mitapivat. Analyst Commentary Recent Street research on Agios Pharmaceuticals shows a mix of optimism around potential regulatory catalysts for mitapivat and caution around market sizing and competitive readthroughs, particularly following data points tied to Novo Nordisk.Seeking Alpha • Apr 21
Agios: Novo's Sickle Cell Win Changes The PK Activator Game (Rating Downgrade)
Summary Agios Pharmaceuticals faces major competitive and regulatory headwinds in sickle cell disease and thalassemia, leading to a rating downgrade to a cautious 'Hold.' Novo Nordisk's PK activator looks better than AGIO's mitapivat in sickle cell disease, meeting both co-primary endpoints and intensifying competitive pressure. Aqvesme's thalassemia approval is hampered by a boxed warning and REMS, limiting commercial potential to a peak of $200M in annual sales. AGIO's valuation now hinges on pipeline assets, especially tebapivat in low-risk MDS, but near-term prospects are weak and cash burn remains high. Read the full article on Seeking AlphaActualización de narrativa • Apr 16
AGIO: Sickle Cell Regulatory Uncertainty Will Continue To Restrain Enthusiasm
Analysts have raised their price target on Agios Pharmaceuticals by $3 to a new fair value estimate of $28, citing recent target increases from major firms and growing attention on upcoming regulatory and clinical catalysts. Analyst Commentary Recent Street research on Agios Pharmaceuticals reflects a mix of optimism around upcoming regulatory events and ongoing caution around execution risks, valuation and timing of potential catalysts.Actualización de narrativa • Apr 02
AGIO: Upcoming Regulatory Decisions In Sickle Cell Disease Will Drive Next Phase Upside
Analysts have adjusted the fair value estimate for Agios Pharmaceuticals to $41.50 from $39.88, citing updated price targets and expectations tied to upcoming regulatory clarity on mitapivat, as well as broader support from recent research commentary. Analyst Commentary Recent Street research on Agios Pharmaceuticals centers on price target revisions, expectations around regulatory clarity for mitapivat in sickle cell disease, and the implications of the recent approval of Aqvesme.Actualización de narrativa • Mar 18
AGIO: Regulatory Clarity On Mitapivat In Sickle Cell Disease Will Drive Next Phase Upside
Analysts have lifted the fair value estimate for Agios Pharmaceuticals by $1 to $39.88, citing higher price targets, expectations for regulatory clarity around mitapivat in sickle cell disease, and the recent approval of Aqvesme as key drivers of their updated outlook. Analyst Commentary Recent Street research reflects a mix of optimism and caution around Agios Pharmaceuticals, with several price target revisions clustering in the US$25 to US$46 range and commentary centered on regulatory milestones, the impact of Aqvesme, and broader biotech sector conditions.Actualización de narrativa • Mar 04
AGIO: Thalassemia Decision And Recent Approval Will Drive Next Phase Upside
Analysts have nudged their intrinsic value estimate for Agios Pharmaceuticals higher to about $38.88 from $36.75, reflecting refreshed price targets in the $25 to $35 range and updated models following recent product approval and broader biotech sector tailwinds cited in recent research. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into the mid US$20s to mid US$30s, which aligns with the higher intrinsic value estimate around US$38.88 and indicates they see room for the shares to better reflect updated assumptions.Actualización de narrativa • Feb 18
AGIO: Sickle Cell Setback Will Continue To Restrain Enthusiasm Despite Thalassemia Approval
Analysts have lifted their fair value estimate for Agios Pharmaceuticals shares from $20 to $25, citing updated models that reflect recent drug approvals, ongoing FDA review milestones, and a series of higher Street price targets across the biotech sector. Analyst Commentary Recent Street research on Agios Pharmaceuticals reflects a split view, with several bullish initiations and target hikes alongside more cautious revisions that highlight execution and growth risks around the company’s pipeline and commercial plans.Actualización de narrativa • Feb 03
AGIO: Thalassemia Decision And Aqvesme Approval Will Define Post RISE UP Upside
Narrative Update: Agios Pharmaceuticals (AGIO) Analysts have lifted Agios Pharmaceuticals' price targets into a US$25 to US$38 range, with recent tweaks to models reflecting the approval of Aqvesme, updated views on mitapivat and Pyrukynd, and a generally more constructive stance on U.S. biotech capital and deal activity. Analyst Commentary Recent Street research on Agios Pharmaceuticals shows a wide spread of views, with price targets clustered in the US$25 to US$38 range after earlier cuts from much higher levels.Actualización de narrativa • Jan 20
AGIO: Upcoming Thalassemia Decision Will Shape Post RISE UP Opportunity Narrative
Agios Pharmaceuticals’ fair value estimate edges up from US$36.00 to US$36.75 as analysts recalibrate models following recent target changes across the Street, reflecting updated views on Pyrukynd’s opportunity set, revised profit margin assumptions, and a higher future P/E multiple, despite some ongoing trial related uncertainties. Analyst Commentary Street research around Agios has become more divided, with some analysts leaning into the updated opportunity around Pyrukynd and other mitapivat indications, while others focus on execution risk and regulatory uncertainty following the RISE UP sickle cell disease data.Actualización de narrativa • Jan 06
AGIO: Upcoming FDA Thalassemia Decision Will Shape Post RISE UP Bullish Outlook
Analysts have lifted their aggregate fair value estimate for Agios Pharmaceuticals to $36.00 from $32.13, citing updated revenue and margin assumptions. This follows mixed views on the recent RISE UP data and new Street targets that range widely from US$20 to US$48, alongside Citi's fresh US$38 initiation and a near-term FDA catalyst watch.Actualización de narrativa • Dec 18
AGIO: Sickle Cell Setback Will Drive Cautious View Despite Upcoming FDA Decision
Analysts have cut their average price target on Agios Pharmaceuticals to $20 from $37, reflecting reduced expectations for mitapivat in sickle cell disease and more conservative long term revenue and expense assumptions, even as some still see upside around upcoming regulatory catalysts for Pyrukynd. Analyst Commentary Bearish analysts have responded to the RISE UP data by sharply recalibrating expectations for mitapivat in sickle cell disease, cutting price targets and, in some cases, ratings.Actualización de narrativa • Dec 04
AGIO: Upcoming FDA Decision Will Drive Bullish Outlook After Mixed Trial Data
Analysts have reduced their average price target on Agios Pharmaceuticals from about $42 to roughly $32 per share. This reflects higher perceived risk after mixed Phase 3 RISE UP data, tempered revenue and margin expectations, and a wider debate over the regulatory and commercial outlook for mitapivat and Pyrukynd across indications.Actualización de narrativa • Nov 20
AGIO: Regulatory Decisions Will Drive Outlook After Mixed Late-Stage Clinical Results
Agios Pharmaceuticals’ analyst price target has been reduced from approximately $47.50 to $42.33 per share. Analysts cite increased uncertainty for mitapivat in sickle cell disease following underwhelming Phase 3 trial results, as well as a more challenging regulatory and commercial pathway.Actualización de narrativa • Sep 05
FDA Approval And Global Partnerships Will Yield Mixed Prospects
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.Artículo de análisis • Feb 20
Why Agios Pharmaceuticals' (NASDAQ:AGIO) Earnings Are Weaker Than They Seem
We didn't see Agios Pharmaceuticals, Inc.'s ( NASDAQ:AGIO ) stock surge when it reported robust earnings recently. We...Seeking Alpha • Feb 14
Agios Pharmaceuticals: Liver Toxicity Issues May Threaten Thalassemia Approval (Rating Downgrade)
Summary Agios Pharmaceuticals' focus is on expanding Pyrukund's label to treat thalassemia and sickle cell disease, targeting multi-billion dollar markets. Despite promising Phase 3 results, safety concerns, namely liver injury, have impacted Agios' stock and could affect Pyrukund's approval and market adoption. Agios has a strong cash position of $1.5bn and potential blockbuster revenue opportunity, but safety issues warrant a cautious "Hold" rating. Monitoring progress and awaiting further clarity on safety issues and FDA decisions is advisable before making investment moves. Read the full article on Seeking Alpha
Nueva narrativa • Feb 09
Mitapivat May Launch In 2025 For Blood Disorders But Faces Regulatory And Competition Challenges
Mitapivat's launch in thalassemia and sickle cell markets promises revenue growth from new opportunities, leveraging positive Phase III data for adoption.Seeking Alpha • Jan 14
Agios Pharmaceuticals: Considering Risk/Reward Ahead Of FDA Decision
Summary Agios Pharma submitted a sNDA to the FDA after two Phase III trials studying PYRUKYND (mitapivat) in thalassemia met their primary endpoints last year. The FDA has set a goal date of Sept. 7th 2025 to review the application and render a decision. Agios is well capitalized after $1.1 billion in milestones following the FDA's approval of vorasidenib, a drug divested when the company exited oncology in 2021. A third Phase III study named RISE UP has recruited patients to study PYRUKYND in sickle cell disease with results due in late-2025. Agios Pharma is rated a HOLD until further clarity on the commercialization of PYRUKYND occurs later this year. Read the full article on Seeking AlphaSeeking Alpha • Dec 03
Agios Pharmaceuticals: A Long Overdue Follow Up
Summary Today, we take a deeper look at commercial stage biopharma firm Agios Pharmaceuticals for the first time in more than two years. The shares have spiked up recently thanks in a large part to a huge cash infusion the company received in August. The company's one approved product on the market, PYRUKYND, has seen limited sales to date, but the compound is being evaluated to treat much larger potential indications. Read the full article on Seeking AlphaArtículo de análisis • Sep 26
We're Not Very Worried About Agios Pharmaceuticals' (NASDAQ:AGIO) Cash Burn Rate
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Aug 27
Agios' Mitapivat: A Potential Blockbuster In Thalassemia Treatment
Summary Agios’ Pyrukynd is FDA-approved for pyruvate kinase deficiency but generated modest sales of $8.6 million in Q2 2024. Mitapivat shows promise in treating SCD and thalassemia, with ongoing Phase 3 trials showing positive results for hemoglobin improvement. Expanding Pyrukynd’s label to include pediatric and thalassemia indications is crucial, with regulatory filings expected by 2025. Agios has a strong financial position, with a cash runway extending beyond 2027, bolstered by milestone payments. Despite risks, Agios’ mitapivat could become a blockbuster drug, making AGIO a compelling buy for biotech investors. Read the full article on Seeking AlphaArtículo de análisis • Aug 04
Agios Pharmaceuticals, Inc. (NASDAQ:AGIO) Just Released Its Second-Quarter Earnings: Here's What Analysts Think
Agios Pharmaceuticals, Inc. ( NASDAQ:AGIO ) just released its latest second-quarter report and things are not looking...Seeking Alpha • Jun 12
Agios Pharmaceuticals: Potential Acquisition Target, Upcoming FDA Approvals, Promising Pipeline
Summary Agios Pharmaceuticals develops therapies for rare diseases with a focus on Pyruvate Kinase activators like Pyrukynd for PK deficiency. AGIO is advancing its pipeline with research on Mitapivat for thalassemia and sickle cell disease, positioning itself for potential FDA approvals in 2025 and 2026. A $905 million upfront payment from Royalty Pharma is contingent on FDA approval of Vorasidenib by August 2024. Wells Fargo corroborates AGIO's potential by mentioning it as a potential acquisition target in biotech. Potential FDA approvals in 2025 and 2026 for Pyrukynd's new indications could significantly boost AGIO's revenue. I deem AGIO a strong buy. Read the full article on Seeking AlphaArtículo de análisis • Jun 02
Companies Like Agios Pharmaceuticals (NASDAQ:AGIO) Are In A Position To Invest In Growth
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Rentabilidad de los accionistas
| AGIO | US Biotechs | Mercado US | |
|---|---|---|---|
| 7D | -0.2% | 3.1% | 1.2% |
| 1Y | -5.6% | 34.6% | 28.7% |
Rentabilidad vs. Industria: Los resultados de AGIO fueron inferiores a los de la industria US Biotechs, que obtuvo un rendimiento del 34.6% el año pasado.
Rentabilidad vs. Mercado: AGIO obtuvo unos resultados inferiores a los del mercado US, que fueron del 28.7% el año pasado.
Volatilidad de los precios
| AGIO volatility | |
|---|---|
| AGIO Average Weekly Movement | 9.7% |
| Biotechs Industry Average Movement | 10.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: AGIO no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de AGIO (10%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2007 | 540 | Brian Goff | www.agios.com |
Agios Pharmaceuticals, Inc, empresa biofarmacéutica, descubre y desarrolla medicamentos en el campo del metabolismo celular en Estados Unidos. Su producto principal incluye PYRUKYND (mitapivat), un activador de la piruvato quinasa (PK) de tipo salvaje y mutante, enzimas utilizadas para el tratamiento de anemias hemolíticas en adultos con deficiencia de PK. El producto PYRUKYND de la empresa también se utiliza para el tratamiento de la anemia falciforme que se encuentra en ensayo clínico de fase 3; para el tratamiento de la deficiencia de PK en pacientes pediátricos; y AQVESME para el tratamiento de pacientes adultos con alfa- o beta-talasemia no dependiente de transfusión y dependiente de transfusión.
Resumen de fundamentos de Agios Pharmaceuticals, Inc.
| Estadísticas fundamentales de AGIO | |
|---|---|
| Capitalización bursátil | US$1.67b |
| Beneficios(TTM) | -US$422.60m |
| Ingresos (TTM) | US$66.05m |
25.3x
Ratio precio-ventas (PS)-4.0x
Ratio precio-beneficio (PE)¿Está AGIO sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de AGIO | |
|---|---|
| Ingresos | US$66.05m |
| Coste de los ingresos | US$354.52m |
| Beneficio bruto | -US$288.47m |
| Otros gastos | US$134.13m |
| Beneficios | -US$422.60m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -7.11 |
| Margen bruto | -436.76% |
| Margen de beneficio neto | -639.84% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado AGIO a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/25 06:38 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Agios Pharmaceuticals, Inc. está cubierta por 29 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Peter Lawson | Barclays |
| George Farmer | BMO Capital Markets Equity Research |
| Alec Stranahan | BofA Global Research |