Agios Pharmaceuticals (AGIO) Stock Overview
A biopharmaceutical company, discovers and develops medicines in the field of cellular metabolism in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 2/6 |
| Past Performance | 0/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
AGIO Community Fair Values
Create NarrativeSee what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Agios Pharmaceuticals, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$28.73 |
| 52 Week High | US$46.00 |
| 52 Week Low | US$22.24 |
| Beta | 0.58 |
| 1 Month Change | -13.72% |
| 3 Month Change | 2.75% |
| 1 Year Change | 1.66% |
| 3 Year Change | 11.31% |
| 5 Year Change | -49.38% |
| Change since IPO | -8.15% |
Recent News & Updates
Narrative Update • 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 AlphaRecent updates
Narrative Update • 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 AlphaNarrative Update • 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.
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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
New Narrative • 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 AlphaAnalysis Article • 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 AlphaAnalysis Article • 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 AlphaAnalysis Article • 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...Shareholder Returns
| AGIO | US Biotechs | US Market | |
|---|---|---|---|
| 7D | 4.4% | 1.0% | 1.1% |
| 1Y | 1.7% | 40.3% | 26.7% |
Return vs Industry: AGIO underperformed the US Biotechs industry which returned 44.4% over the past year.
Return vs Market: AGIO underperformed the US Market which returned 25.4% over the past year.
Price Volatility
| AGIO volatility | |
|---|---|
| AGIO Average Weekly Movement | 9.6% |
| Biotechs Industry Average Movement | 10.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: AGIO has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: AGIO's weekly volatility (10%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2007 | 540 | Brian Goff | www.agios.com |
Agios Pharmaceuticals, Inc., a biopharmaceutical company, discovers and develops medicines in the field of cellular metabolism in the United States. Its lead product includes PYRUKYND (mitapivat), an activator of wild-type and mutant pyruvate kinase (PK), enzymes used for the treatment of hemolytic anemias in adults with PK deficiency. The company’s PYRUKYND product is also used for the treatment of sickle cell disease that is in phase 3 clinical trial; for the treatment of PK deficiency in pediatric patients; and AQVESME for the treatment of adult patients with non-transfusion dependent and transfusion-dependent alpha- or beta-thalassemia.
Agios Pharmaceuticals, Inc. Fundamentals Summary
| AGIO fundamental statistics | |
|---|---|
| Market cap | US$1.71b |
| Earnings (TTM) | -US$422.60m |
| Revenue (TTM) | US$66.05m |
25.9x
P/S Ratio-4.0x
P/E RatioIs AGIO overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| AGIO income statement (TTM) | |
|---|---|
| Revenue | US$66.05m |
| Cost of Revenue | US$354.52m |
| Gross Profit | -US$288.47m |
| Other Expenses | US$134.13m |
| Earnings | -US$422.60m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -7.11 |
| Gross Margin | -436.76% |
| Net Profit Margin | -639.84% |
| Debt/Equity Ratio | 0% |
How did AGIO perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/14 15:02 |
| End of Day Share Price | 2026/05/14 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Agios Pharmaceuticals, Inc. is covered by 29 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Peter Lawson | Barclays |
| George Farmer | BMO Capital Markets Equity Research |
| Alec Stranahan | BofA Global Research |