Agios Pharmaceuticals, Inc.

NasdaqGS:AGIO Rapport sur les actions

Capitalisation boursière : US$1.7b

Agios Pharmaceuticals Gestion

Gestion contrôle des critères 4/4

Le PDG Agios Pharmaceuticals est Brian Goff, nommé en Aug2022, a un mandat de 3.75 ans. La rémunération annuelle totale est $ 5.37M, composée du salaire de 15.8% et des bonus 84.2%, y compris les actions et options de la société. détient directement 0.31% des actions de la société, d'une valeur de $ 5.24M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.3 ans et 3.8 ans.

Informations clés

Brian Goff

Directeur général

US$5.4m

Rémunération totale

Pourcentage du salaire du PDG15.77%
Durée du mandat du directeur général3.8yrs
Propriété du PDG0.3%
Durée moyenne d'occupation des postes de direction4.3yrs
Durée moyenne du mandat des membres du conseil d'administration3.8yrs

Mises à jour récentes de la gestion

Recent updates

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.

Agios: Novo's Sickle Cell Win Changes The PK Activator Game (Rating Downgrade)

Apr 21

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Why Agios Pharmaceuticals' (NASDAQ:AGIO) Earnings Are Weaker Than They Seem

Feb 20
Why Agios Pharmaceuticals' (NASDAQ:AGIO) Earnings Are Weaker Than They Seem

Agios Pharmaceuticals: Liver Toxicity Issues May Threaten Thalassemia Approval (Rating Downgrade)

Feb 14
User avatar

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.

Agios Pharmaceuticals: Considering Risk/Reward Ahead Of FDA Decision

Jan 14

Agios Pharmaceuticals: A Long Overdue Follow Up

Dec 03

We're Not Very Worried About Agios Pharmaceuticals' (NASDAQ:AGIO) Cash Burn Rate

Sep 26
We're Not Very Worried About Agios Pharmaceuticals' (NASDAQ:AGIO) Cash Burn Rate

Agios' Mitapivat: A Potential Blockbuster In Thalassemia Treatment

Aug 27

Agios Pharmaceuticals, Inc. (NASDAQ:AGIO) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

Aug 04
Agios Pharmaceuticals, Inc. (NASDAQ:AGIO) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

Agios Pharmaceuticals: Potential Acquisition Target, Upcoming FDA Approvals, Promising Pipeline

Jun 12

Companies Like Agios Pharmaceuticals (NASDAQ:AGIO) Are In A Position To Invest In Growth

Jun 02
Companies Like Agios Pharmaceuticals (NASDAQ:AGIO) Are In A Position To Invest In Growth

Bearish: Analysts Just Cut Their Agios Pharmaceuticals, Inc. (NASDAQ:AGIO) Revenue and EPS estimates

Feb 17
Bearish: Analysts Just Cut Their Agios Pharmaceuticals, Inc. (NASDAQ:AGIO) Revenue and EPS estimates

Analyse de la rémunération des PDG

Comment la rémunération de Brian Goff a-t-elle évolué par rapport aux bénéfices de Agios Pharmaceuticals?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

-US$423m

Dec 31 2025US$5mUS$847k

-US$413m

Sep 30 2025n/an/a

-US$401m

Jun 30 2025n/an/a

US$650m

Mar 31 2025n/an/a

US$666m

Dec 31 2024US$7mUS$822k

US$674m

Sep 30 2024n/an/a

US$674m

Jun 30 2024n/an/a

-US$365m

Mar 31 2024n/an/a

-US$353m

Dec 31 2023US$3mUS$798k

-US$352m

Sep 30 2023n/an/a

-US$220m

Jun 30 2023n/an/a

-US$210m

Mar 31 2023n/an/a

-US$218m

Dec 31 2022US$12mUS$308k

-US$232m

Rémunération vs marché: La rémunération totale de Brian ($USD 5.37M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 5.47M ).

Rémunération et revenus: La rémunération de Brian a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Brian Goff (56 yo)

3.8yrs
Titularisation
US$5,370,389
Compensation

Mr. Brian M. Goff, M.B.A., is Independent Director of Intellia Therapeutics, Inc. since June 2024. He has been Chief Executive Officer and Director at Agios Pharmaceuticals, Inc. since August 08, 2022. He...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Brian Goff
CEO & Director3.8yrsUS$5.37m0.31%
$ 5.2m
Cecilia Jones
Chief Financial Officer3.7yrsUS$2.52m0.094%
$ 1.6m
James Burns
Chief Legal Officer4.3yrsUS$2.37m0.084%
$ 1.4m
Krishnan Viswanadhan
Chief Corporate Development & Strategy Officer1.2yrsUS$2.81m0.018%
$ 292.2k
Sarah Gheuens
Chief Medical Officer and Head of Research & Development4.7yrsUS$2.09m0.14%
$ 2.3m
Lewis Cantley
Co-Founderno dataUS$333.51kpas de données
Tak Mak
Co-Founderno datapas de donnéespas de données
Craig Thompson
Co-Founderno datapas de donnéespas de données
Shin-San Su
Co-Founderno datapas de donnéespas de données
T. Washburn
VP, Controller & Principal Accounting Officer4.8yrspas de données0.0015%
$ 24.6k
Clive Patience
Chief Technical Operations Officer8.9yrspas de donnéespas de données
Morgan Sanford
Vice President of Investor Relationsno datapas de donnéespas de données
4.3yrs
Durée moyenne de l'emploi
56yo
Âge moyen

Gestion expérimentée: L'équipe de direction de AGIO est considérée comme expérimentée (ancienneté moyenne 4.3 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Brian Goff
CEO & Director3.8yrsUS$5.37m0.31%
$ 5.2m
Jacqualyn Fouse
Chair of the Board of Directors8.4yrsUS$492.16k0.26%
$ 4.3m
Jeffrey Capello
Independent Director2.9yrsUS$469.66k0.010%
$ 172.5k
Kaye Foster-Cheek
Lead Independent Director11.4yrsUS$498.41k0.013%
$ 212.3k
Jay Backstrom
Independent Directorless than a yearUS$657.15kpas de données
Maykin Ho
Independent Director10.9yrsUS$464.66k0.029%
$ 484.1k
Cynthia Smith
Independent Director3.8yrsUS$467.16k0.021%
$ 352.9k
Rahul Ballal
Independent Director3.8yrsUS$467.16k0.021%
$ 352.9k
David Scadden
Independent Director9yrsUS$469.66k0.030%
$ 500.2k
Catherine Owen Adams
Independent Director2.9yrsUS$458.41k0.010%
$ 172.5k
3.8yrs
Durée moyenne de l'emploi
62yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de AGIO sont considérés comme expérimentés (ancienneté moyenne 3.8 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/01 15:19
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Agios Pharmaceuticals, Inc. est couverte par 29 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Peter LawsonBarclays
George FarmerBMO Capital Markets Equity Research
Alec StranahanBofA Global Research