Agios Pharmaceuticals (AGIO): Assessing Valuation After New Mitapivat Data Announced for ASH 2025

Agios Pharmaceuticals (AGIO) revealed that new data on its lead candidate, mitapivat, will be shared at the upcoming ASH 2025 conference. The focus includes promising results in transfusion-dependent thalassemia as well as preclinical findings in cardiomyopathy models.

See our latest analysis for Agios Pharmaceuticals.

After a string of scientific milestones, including new mitapivat data that has reignited the conversation around Agios' pipeline, the stock's 18.95% gain over the past 90 days signals momentum is building. Even so, the one-year total shareholder return remains negative, reminding investors to weigh the impressive recovery against long-term performance trends.

If Agios’ latest advances have you watching the healthcare space, take the next step and explore See the full list for free.

With shares up nearly 19% in the last quarter but still down over the past year, investors are left to wonder whether the recent rally marks an undervalued opportunity, or if the latest advances are already fully reflected in the price.

Most Popular Narrative: 8% Undervalued

With the current share price at $43.63 and the narrative’s fair value estimate at $47.50, this perspective points to a meaningful gap between the market price and what analysts believe Agios Pharmaceuticals could be worth, even after recent gains. The setup for this view hinges on tangible catalysts and capturing emerging commercial opportunities.

Top-line Phase III trial data for PYRUKYND in sickle cell disease, expected by year-end, presents a near-term catalyst that could meaningfully broaden approved indications and unlock a new revenue stream. This could support long-term earnings growth.

Read the complete narrative.

Want to know the quantitative drivers behind this valuation? Discover which bold growth expectations and future profit improvements anchor analyst conviction in this fair value. One big assumption could make all the difference. Don’t miss the numbers behind the story.

Result: Fair Value of $47.50 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent high costs and potential clinical setbacks for key drugs like PYRUKYND could quickly challenge current growth expectations and analyst optimism.

Find out about the key risks to this Agios Pharmaceuticals narrative.

Build Your Own Agios Pharmaceuticals Narrative

If you see things differently or want to dive deeper into the numbers yourself, you can build your own Agios Pharmaceuticals narrative in just a few minutes. Do it your way

A great starting point for your Agios Pharmaceuticals research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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