Agios Pharmaceuticals, Inc.

NasdaqGS:AGIO Stok Raporu

Piyasa değeri: US$1.6b

Agios Pharmaceuticals Yönetim

Yönetim kriter kontrolleri 4/4

Agios Pharmaceuticals CEO'su Brian Goff, Aug2022 tarihinde atandı, in görev süresi 3.67 yıldır. in toplam yıllık tazminatı $ 5.37M olup, şirket hissesi ve opsiyonları dahil olmak üzere 15.8% maaş ve 84.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.31% ine doğrudan sahiptir ve bu hisseler $ 5.18M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.3 yıl ve 3.7 yıldır.

Anahtar bilgiler

Brian Goff

İcra Kurulu Başkanı

US$5.4m

Toplam tazminat

CEO maaş yüzdesi15.77%
CEO görev süresi3.7yrs
CEO sahipliği0.3%
Yönetim ortalama görev süresi4.3yrs
Yönetim Kurulu ortalama görev süresi3.7yrs

Son yönetim güncellemeleri

Recent updates

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

CEO Tazminat Analizi

Brian Goff'un ücretlendirmesi Agios Pharmaceuticals'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Brian 'ın toplam tazminatı ($USD 5.37M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 5.48M ).

Tazminat ve Kazançlar: Brian 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Brian Goff (56 yo)

3.7yrs
Görev süresi
US$5,370,389
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Brian Goff
CEO & Director3.7yrsUS$5.37m0.31%
$ 5.2m
Cecilia Jones
Chief Financial Officer3.6yrsUS$2.52m0.094%
$ 1.5m
James Burns
Chief Legal Officer4.3yrsUS$2.37m0.084%
$ 1.4m
Krishnan Viswanadhan
Chief Corporate Development & Strategy Officer1.1yrsUS$2.81m0.018%
$ 288.4k
Sarah Gheuens
Chief Medical Officer and Head of Research & Development4.6yrsUS$2.09m0.14%
$ 2.3m
Lewis Cantley
Co-Founderno dataUS$333.51kVeri yok
Tak Mak
Co-Founderno dataVeri yokVeri yok
Craig Thompson
Co-Founderno dataVeri yokVeri yok
Shin-San Su
Co-Founderno dataVeri yokVeri yok
T. Washburn
VP, Controller & Principal Accounting Officer4.7yrsVeri yok0.0015%
$ 24.3k
Clive Patience
Chief Technical Operations Officer8.8yrsVeri yokVeri yok
Morgan Sanford
Vice President of Investor Relationsno dataVeri yokVeri yok
4.3yrs
Ortalama Görev Süresi
56yo
Ortalama Yaş

Deneyimli Yönetim: AGIO 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Brian Goff
CEO & Director3.7yrsUS$5.37m0.31%
$ 5.2m
Jacqualyn Fouse
Chair of the Board of Directors8.3yrsUS$492.16k0.26%
$ 4.2m
Jeffrey Capello
Independent Director2.8yrsUS$469.66k0.010%
$ 170.3k
Kaye Foster-Cheek
Lead Independent Director11.3yrsUS$498.41k0.013%
$ 209.5k
Jay Backstrom
Independent Directorless than a yearUS$657.15kVeri yok
Maykin Ho
Independent Director10.8yrsUS$464.66k0.029%
$ 477.8k
Cynthia Smith
Independent Director3.7yrsUS$467.16k0.021%
$ 348.3k
Rahul Ballal
Independent Director3.7yrsUS$467.16k0.021%
$ 348.3k
David Scadden
Independent Director8.9yrsUS$469.66k0.030%
$ 493.7k
Catherine Owen Adams
Independent Director2.8yrsUS$458.41k0.010%
$ 170.3k
3.7yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: AGIO 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.7 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/04/30 06:32
Gün Sonu Hisse Fiyatı2026/04/30 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Agios Pharmaceuticals, Inc. 29 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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