Agios Pharmaceuticals, Inc.

NasdaqGS:AGIO 株式レポート

時価総額：US$1.7b

Agios Pharmaceuticals 過去の業績

過去 基準チェック /06

Agios Pharmaceuticalsは25.9%の年平均成長率で業績を伸ばしているが、Biotechs業界はgrowingで33.8%毎年増加している。売上は成長しており、年平均51.4%の割合である。

主要情報

25.91%

収益成長率

24.71%

EPS成長率

Biotechs 業界の成長17.04%
収益成長率51.39%
株主資本利益率-38.10%
ネット・マージン-639.84%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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 Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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
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新しいナラティブ • 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 Alpha
Seeking 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 Alpha
分析記事 • 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 Alpha
分析記事 • 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 Alpha
分析記事 • 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...

収支内訳

Agios Pharmaceuticals の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:AGIO 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 2666-4231870
31 Dec 2554-4131800
30 Sep 2545-4011800
30 Jun 25416501780
31 Mar 25376661670
31 Dec 24366741570
30 Sep 24336741400
30 Jun 2431-3651280
31 Mar 2429-3531230
31 Dec 2327-3521200
30 Sep 2324-2201170
30 Jun 2320-2101210
31 Mar 2319-2181190
31 Dec 2214-2321220
30 Sep 2210-3671200
30 Jun 226-3691180
31 Mar 221-3601190
31 Dec 210-3571210
30 Sep 210-342116221
30 Jun 210-337117221
31 Mar 210-336117221
31 Dec 200-3291150
30 Sep 2035-3471240
30 Jun 2061-3741290
31 Mar 2088-4021320
31 Dec 190-301102214
30 Sep 19112-4011290
30 Jun 19102-3891270
31 Mar 19116-3481210
31 Dec 1894-3461140
30 Sep 1874-3431050
30 Jun 1870-325910
31 Mar 1841-339810
31 Dec 1743-315710
30 Sep 1756-283640
30 Jun 1753-269580
31 Mar 1749-241550
31 Dec 1670-198510
30 Sep 1653-183460
30 Jun 1650-160440
31 Mar 1656-136400
31 Dec 1559-118360
30 Sep 1568-104320
30 Jun 1596-60280

質の高い収益: AGIOは現在利益が出ていません。

利益率の向上: AGIOは現在利益が出ていません。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: AGIOは利益を出していないが、過去 5 年間で年間25.9%の割合で損失を削減してきた。

成長の加速: AGIOの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: AGIOは利益が出ていないため、過去 1 年間の収益成長をBiotechs業界 ( 43% ) と比較することは困難です。

株主資本利益率

高いROE: AGIOは現在利益が出ていないため、自己資本利益率 ( -38.1% ) はマイナスです。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/24 08:23
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Agios Pharmaceuticals, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
Peter LawsonBarclays
George FarmerBMO Capital Markets Equity Research
Alec StranahanBofA Global Research