Agios Pharmaceuticals (AGIO)

Market Price (10/20/2026): $34.79 | Market Cap: $2.1 BilSector: Health Care | Industry: Biotechnology

Agios Pharmaceuticals (AGIO)

Market Price (10/20/2026): $34.79
Market Cap: $2.1 Bil
Sector: Health Care
Industry: Biotechnology

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -28%

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 141%

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -36%

Megatrend and thematic drivers
Megatrends include Precision Medicine. Themes include Targeted Therapies, Biopharmaceutical R&D, and Personalized Diagnostics.

Weak multi-year price returns
2Y Excs Rtn is -46%, 3Y Excs Rtn is -24%

Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -459 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -467%

Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 59%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -367%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -397%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -25%

Key risks
AGIO key risks include [1] make-or-break regulatory and clinical outcomes for its lead drug PYRUKYND, Show more.

0	Cash is significant % of market cap Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -28%
1	Strong revenue growth Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 141%
2	Valuation becoming less expensive P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -36%
3	Megatrend and thematic drivers Megatrends include Precision Medicine. Themes include Targeted Therapies, Biopharmaceutical R&D, and Personalized Diagnostics.
4	Weak multi-year price returns 2Y Excs Rtn is -46%, 3Y Excs Rtn is -24%
5	Meaningful short interest Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12%
6	Not profitable at operating income level Op Inc LTMOperating Income, Last Twelve Months is -459 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -467%
7	Significant share based compensation SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 59%
8	Not cash flow generative CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -367%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -397%
9	Yield minus risk free rate is negative ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -25%
10	Key risks AGIO key risks include [1] make-or-break regulatory and clinical outcomes for its lead drug PYRUKYND, Show more.

AGIO in ETFs

Weight = AGIO's share of each fund

VTI0.00%

ITOT0.00%

IWM0.06%

VB0.02%

XBI0.54%

IBB0.13%

VTWO0.06%

VBK0.06%

+10 more covered ETFs

Valuation & Metrics

FYE: 12/31	Forward FYE		Now	Historical (CYE & TTM)
	2027	2026	10/20/26	2025	2024	2023	2022
Share Price			$34.79	$27.22	$32.86	$22.27	$28.08
Mkt Cap ($ Bil)			2.1	1.6	1.9	1.2	1.5
+ Debt ($ Bil)			0.0	0.0	0.1	0.1	0.1
- Cash ($ Bil)			0.6	1.0	1.0	0.6	0.7
TEV ($ Bil)			1.5	1.6	2.0	1.3	1.6
Valuation Ratios
P/S	6.0	11.6	21.0	35.3	56.9	51.7	155.1
P/EBIT	—	—	-4.5	-3.3	-4.6	-3.2	-3.9
P/E	—	—	-5.0	-3.9	2.8	-5.7	-4.2
P/FCF	—	—	-5.3	-3.7	-5.7	-4.0	-4.6
Sector Ratios (* = sector average)
P/S *			3.6	4.0	3.9	3.8	4.2
P/EBIT *			-1.6	-1.5	-1.4	-1.4	-1.3
P/E *			-1.5	-1.7	-1.7	-1.5	-1.3
P/FCF *			-1.5	-1.7	-1.5	-1.3	-1.6

FYE: 12/31	Forward FYE		Now
	2027	2026	10/20/26
Share Price			$34.79
Mkt Cap ($ Bil)			2.1
+ Debt ($ Bil)			0.0
- Cash ($ Bil)			0.6
TEV ($ Bil)			1.5
Valuation Ratios
P/S	6.0	11.6	21.0
P/EBIT	—	—	-4.5
P/E	—	—	-5.0
P/FCF	—	—	-5.3
Sector Ratios (* = sector average)
P/S *			3.6
P/EBIT *			-1.6
P/E *			-1.5
P/FCF *			-1.5

FYE: 12/31	AGIO [1]	S&P 500 [2]
REVENUE GROWTH
LTM Revenue [3]	$98.3 Mil	—
FY 2026 Sales	$178.0 Mil	—
FY 2027 Sales	$347.1 Mil	—
FY 2026 Sales Growth	81.0%	—
FY 2027 Sales Growth	95.0%	13.2%
EARNINGS
LTM Net Income (GAAP) [3]	$-411.3 Mil	—
FY 2026 Net Income (Non-GAAP)	$-342.0 Mil	—
FY 2027 Net Income (Non-GAAP)	$-247.6 Mil	—
FY 2027 Net Income Growth	—	19.0%
FY 2026 EPS (Non-GAAP)	$-5.75	—
FY 2027 EPS (Non-GAAP)	$-3.74	—
FY 2027 EPS Growth	—	—
VALUATION
FY 2026 P/S	11.6	1.7
FY 2027 P/S	6.0	—
FY 2026 P/E	—	7.9
FY 2027 P/E	—	—

[1] AGIO forward figures are analyst consensus for the next two fiscal years (fiscal year end 12/31). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
[2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 10/31/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
[3] LTM = reported trailing-twelve-month actuals (GAAP).

	AGIO	S&P 500
REVENUE GROWTH	VERY GOOD
Rev LTM ($ Bil)	0.1
Rev Chg Q	259.3%	9.3%
Rev Chg LTM	140.6%	8.3%
Rev Chg 3Y Avg	75.5%	5.9%
PROFITABILITY	VERY POOR
Op Inc LTM ($ Bil)	-0.5
CFO LTM ($ Bil)	-0.4
Net Inc LTM ($ Bil)	-0.4
Op Mgn LTM	-466.8%	18.5%
CFO/Rev LTM	-366.7%	21.9%
Net Inc Mgn	-418.2%	13.3%
VALUATION	VERY HIGH
P/S	21.0	3.1
P/CFO	-5.7	15.0
P/FCF	-5.3	19.6
P/E	-5.0	22.9
STABILITY	VERY GOOD
Debt/Equity	0.02	0.20
Cash/Assets	0.56	0.07

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Metric	Value	Date	Source
Unique patients who completed PYRUKYND® prescription enrollment forms	248	6302025	Link
Patients on PYRUKYND® therapy	142	6302025	Link
Phase 3 RISE UP study enrollment	over 200 patients	10232024	Link

Price Chart

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Upcoming
11/05/2026	Earnings Release	Rev: $51 Mil (E) EPS: $-1.24 (E)

Why The Stock Moved

Qualitative Assessment

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Updated on 10/19/2026

Agios Pharmaceuticals (AGIO) stock has lost about 5% since 6/30/2026 because of the following key factors:

1. Discontinuation of Tebapivat Program in Sickle Cell Disease (SCD)

Agios Pharmaceuticals announced the discontinuation of its tebapivat program in sickle cell disease after Phase 2 data did not demonstrate a differentiated profile compared to mitapivat. This decision narrowed the company's clinical pipeline and increased its dependence on the success of mitapivat, leading to concerns about future growth drivers.

2. Heightened Reliance on Mitapivat and Associated Pipeline Risks

Following the setback with tebapivat, Agios's pipeline became more concentrated on mitapivat. While mitapivat has shown positive developments, such as the U.S. Food and Drug Administration (FDA) granting Priority Review for its supplemental New Drug Application (sNDA) in sickle cell disease with a Prescription Drug User Fee Act (PDUFA) goal date of November 1, 2026, this increased reliance magnifies the company's exposure to regulatory, clinical execution, and competitive risks associated with a less diversified pipeline.

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Stock Movement Drivers

Fundamental Drivers

The -6.0% change in AGIO stock from 6/30/2026 to 10/19/2026 was primarily driven by a -36.1% change in the company's P/S Multiple.

(LTM values as of)	6302026	10192026	Change
Stock Price ($)	37.11	34.90	-6.0%
Change Contribution By:
Total Revenues ($ Mil)	66	98	48.9%
P/S Multiple	33.0	21.1	-36.1%
Shares Outstanding (Mil)	59	59	-1.2%
Cumulative Contribution			-6.0%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2026 to 10/19/2026

	Return	Correlation
AGIO	-6.0%
Market (SPY)	2.6%	-5.5%
Sector (XLV)	10.7%	24.5%

Fundamental Drivers

The 3.2% change in AGIO stock from 3/31/2026 to 10/19/2026 was primarily driven by a 82.0% change in the company's Total Revenues ($ Mil).

(LTM values as of)	3312026	10192026	Change
Stock Price ($)	33.83	34.90	3.2%
Change Contribution By:
Total Revenues ($ Mil)	54	98	82.0%
P/S Multiple	36.5	21.1	-42.2%
Shares Outstanding (Mil)	58	59	-1.9%
Cumulative Contribution			3.2%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2026 to 10/19/2026

	Return	Correlation
AGIO	3.2%
Market (SPY)	18.2%	-0.4%
Sector (XLV)	20.3%	21.7%

Fundamental Drivers

The -13.1% change in AGIO stock from 9/30/2025 to 10/19/2026 was primarily driven by a -62.9% change in the company's P/S Multiple.

(LTM values as of)	9302025	10192026	Change
Stock Price ($)	40.14	34.90	-13.1%
Change Contribution By:
Total Revenues ($ Mil)	41	98	140.6%
P/S Multiple	56.9	21.1	-62.9%
Shares Outstanding (Mil)	58	59	-2.6%
Cumulative Contribution			-13.1%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 10/19/2026

	Return	Correlation
AGIO	-13.1%
Market (SPY)	16.0%	9.2%
Sector (XLV)	27.8%	22.8%

Fundamental Drivers

The 41.0% change in AGIO stock from 9/30/2023 to 10/19/2026 was primarily driven by a 388.1% change in the company's Total Revenues ($ Mil).

(LTM values as of)	9302023	10192026	Change
Stock Price ($)	24.75	34.90	41.0%
Change Contribution By:
Total Revenues ($ Mil)	20	98	388.1%
P/S Multiple	68.3	21.1	-69.1%
Shares Outstanding (Mil)	56	59	-6.5%
Cumulative Contribution			41.0%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2023 to 10/19/2026

	Return	Correlation
AGIO	41.0%
Market (SPY)	85.5%	24.5%
Sector (XLV)	42.9%	26.4%

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
AGIO Return	-24%	-15%	-21%	48%	-17%	15%	-28%
Peers Return	-12%	14%	10%	-11%	31%	-24%	-3%
S&P 500 Return	27%	-19%	24%	23%	16%	12%	104%
Monthly Win Rates [3]
AGIO Win Rate	50%	42%	50%	58%	75%	60%
Peers Win Rate	42%	55%	48%	37%	63%	38%
S&P 500 Win Rate	75%	42%	67%	75%	67%	50%
Max Drawdowns [4]
AGIO Max Drawdown	-52%	-51%	-35%	-47%	-51%	-32%
Peers Max Drawdown	-38%	-32%	-28%	-31%	-33%	-41%
S&P 500 Max Drawdown	-5%	-25%	-10%	-8%	-19%	-9%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: VRTX, BMRN, ALNY, IONS, RARE.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/19/2026 (YTD)

Event	AGIO	S&P 500
2025 US Tariff Shock
% Loss	-27.9%	-18.8%
% Gain to Breakeven	38.7%	23.1%
Time to Breakeven	57 days	79 days
Summer-Fall 2023 Five Percent Yield Shock
% Loss	-23.9%	-9.5%
% Gain to Breakeven	31.4%	10.5%
Time to Breakeven	111 days	24 days
2023 SVB Regional Banking Crisis
% Loss	-26.0%	-6.7%
% Gain to Breakeven	35.2%	7.1%
Time to Breakeven	77 days	31 days
2022 Inflation Shock & Fed Tightening
% Loss	-51.0%	-24.5%
% Gain to Breakeven	104.0%	32.4%
Time to Breakeven	623 days	427 days
2020 COVID-19 Crash
% Loss	-40.6%	-33.7%
% Gain to Breakeven	68.3%	50.9%
Time to Breakeven	70 days	140 days
2016-2017 Trump Reflation Bond Selloff
% Loss	-25.3%	-3.7%
% Gain to Breakeven	33.8%	3.9%
Time to Breakeven	44 days	6 days

Compare to VRTX, BMRN, ALNY, IONS, RARE

In The Past

Agios Pharmaceuticals's stock fell -27.9% during the 2025 US Tariff Shock. Such a loss loss requires a 38.7% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

Event	AGIO	S&P 500
2025 US Tariff Shock
% Loss	-27.9%	-18.8%
% Gain to Breakeven	38.7%	23.1%
Time to Breakeven	57 days	79 days
Summer-Fall 2023 Five Percent Yield Shock
% Loss	-23.9%	-9.5%
% Gain to Breakeven	31.4%	10.5%
Time to Breakeven	111 days	24 days
2023 SVB Regional Banking Crisis
% Loss	-26.0%	-6.7%
% Gain to Breakeven	35.2%	7.1%
Time to Breakeven	77 days	31 days
2022 Inflation Shock & Fed Tightening
% Loss	-51.0%	-24.5%
% Gain to Breakeven	104.0%	32.4%
Time to Breakeven	623 days	427 days
2020 COVID-19 Crash
% Loss	-40.6%	-33.7%
% Gain to Breakeven	68.3%	50.9%
Time to Breakeven	70 days	140 days
2016-2017 Trump Reflation Bond Selloff
% Loss	-25.3%	-3.7%
% Gain to Breakeven	33.8%	3.9%
Time to Breakeven	44 days	6 days
2015-2016 China Devaluation / Global Growth Scare
% Loss	-62.8%	-12.2%
% Gain to Breakeven	168.8%	13.9%
Time to Breakeven	841 days	62 days
2014-2016 Oil Price Collapse
% Loss	-22.6%	-6.8%
% Gain to Breakeven	29.3%	7.3%
Time to Breakeven	25 days	15 days
2013 Taper Tantrum
% Loss	-48.7%	-0.2%
% Gain to Breakeven	94.8%	0.2%
Time to Breakeven	50 days	1 days

Compare to VRTX, BMRN, ALNY, IONS, RARE

In The Past

Agios Pharmaceuticals's stock fell -27.9% during the 2025 US Tariff Shock. Such a loss loss requires a 38.7% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Agios Pharmaceuticals (AGIO)

Business Description Analogies Products Customers Suppliers Management Key Risks Emerging Threats Market Size Revenue Drivers Capital Allocation

Agios Pharmaceuticals is a biopharmaceutical company dedicated to the discovery and development of innovative medicines. The company specializes in the field of cellular metabolism and adjacent areas of biology, leveraging its expertise to create novel therapeutic solutions for various diseases.

Agios's main commercial product is PYRUKYND (mitapivat), a drug designed to activate pyruvate kinase (PK) enzymes. This product is specifically approved for and targets patients suffering from hemolytic anemias, conditions characterized by the accelerated destruction of red blood cells. In addition to PYRUKYND, Agios is also advancing AG-946, which is currently in Phase I clinical studies for treating hemolytic anemias and other indications, broadening its pipeline for this patient population.

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Here are 1-2 brief analogies for Agios Pharmaceuticals (AGIO):

Like Alexion Pharmaceuticals, but dedicated to developing drugs for inherited metabolic blood disorders.
A BioMarin Pharmaceutical, but specializing in medicines for rare blood disorders linked to cellular metabolism.

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PYRUKYND (mitapivat): An activator of pyruvate kinase (PK) enzymes for the treatment of hemolytic anemias.
AG-946: A product currently in Phase I clinical study for treating hemolytic anemias and other indications.

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Agios Pharmaceuticals (AGIO), as a biopharmaceutical company developing and selling prescription medicines, primarily sells its products through major pharmaceutical wholesalers. These wholesalers then distribute the medicines to hospitals, pharmacies, and other healthcare providers.

The major customers of Agios Pharmaceuticals, Inc. are typically the three largest pharmaceutical wholesale distributors in the United States:

AmerisourceBergen Corporation (NYSE: ABC)
Cardinal Health, Inc. (NYSE: CAH)
McKesson Corporation (NYSE: MCK)

These companies act as intermediaries, purchasing the medicines directly from Agios and distributing them to the ultimate healthcare providers and patients.

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Brian Goff

Chief Executive Officer

Brian Goff joined Agios as Chief Executive Officer and a member of its board of directors in August 2022. He has over 30 years of experience in the biopharmaceutical industry, with the last decade focused on rare diseases. Prior to Agios, he was Executive Vice President, Chief Commercial and Global Operations Officer of Alexion Pharmaceuticals until its acquisition by AstraZeneca in 2021. He also served as Chief Operating Officer and a board member of Neurovance, a venture-backed company that was acquired by Otsuka Pharmaceuticals in 2017. Before Neurovance, Mr. Goff was Executive Vice President and President of the hematology division at Baxalta until its acquisition by Shire Pharmaceuticals in 2016. His earlier career included roles at Baxter Healthcare Corporation, Novartis Pharmaceuticals, and nearly 14 years in the pharmaceutical division of Johnson & Johnson.

Cecilia Jones

Chief Financial Officer

Cecilia Jones was appointed Chief Financial Officer of Agios in September 2022. She brings over 20 years of financial experience in the biopharmaceutical industry, with a focus on rare diseases. Before joining Agios, Ms. Jones served as Chief Financial Officer at LogicBio Therapeutics, where she was responsible for the company's financial strategy, including evaluating financing alternatives, analyzing business development opportunities, and managing corporate financial planning, accounting, corporate communications, and investor relations. Prior to LogicBio, she spent over a decade at Biogen, holding various finance leadership roles, including Vice President of R&D, worldwide medical and business development finance, and Senior Director of Corporate Finance, where she led global long-range planning and financial assessments of business development and M&A opportunities. Earlier in her career, she was Director of International Finance at Genzyme.

Sarah Gheuens, M.D., Ph.D.

Chief Medical Officer, Head of Research & Development

Dr. Sarah Gheuens joined Agios in December 2019, becoming Chief Medical Officer in September 2021, and taking on the additional role of Head of Research & Development in August 2022. She has been instrumental in the completion of the pivotal Phase 3 program for pyruvate kinase deficiency, leading regulatory submissions to the FDA and EMA, and designing pivotal programs for thalassemia, sickle cell disease, and pediatric indications. Before Agios, Dr. Gheuens worked at Biogen in roles of increasing responsibility in safety, medical affairs, and clinical development, contributing to the approval of SPINRA®. Her prior experience includes working at Beth Israel Deaconess Medical Center (BIDMC) with HIV patients and conducting research on progressive multifocal leukoencephalopathy.

Jim Burns

Chief Legal Officer

Jim Burns serves as the Chief Legal Officer at Agios Pharmaceuticals. Previously, he held the position of Vice President, Commercial Healthcare Law & Chief Compliance Officer at the company.

Clive Patience, Ph.D.

Chief Technical Operations Officer

Dr. Clive Patience is the Chief Technical Operations Officer at Agios Pharmaceuticals. He previously held the role of Senior Vice President at Agios, which he joined in June 2017.

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Key Business Risks for Agios Pharmaceuticals (AGIO)

Agios Pharmaceuticals (AGIO) faces several significant risks inherent to the biopharmaceutical industry, particularly concerning regulatory hurdles, reliance on its lead product, and financial sustainability.

The most significant risk to Agios Pharmaceuticals is its **regulatory and clinical development risk**. The company's lead product, PYRUKYND (mitapivat), is undergoing regulatory review for additional indications, such as thalassemia, and has experienced delays, including an extended Prescription Drug User Fee Act (PDUFA) goal date and a missed target date by the FDA due to a request for a Risk Evaluation and Mitigation Strategy (REMS) to address safety concerns like hepatocellular injury (HCI). Any failure to secure approval or further delays for these expanded indications could significantly impact investor confidence and the company's market valuation. Additionally, there have been reports of deaths in PYRUKYND patients in the FDA's Adverse Events Reporting System (FAERS), raising safety concerns and potentially affecting market perception. Furthermore, pipeline candidates, such as AG-946, are in early-stage clinical development (Phase 1, advancing to Phase 2b for myelodysplastic syndromes), which inherently carry high failure rates and require successful trial outcomes and subsequent regulatory approvals for future growth. The Phase 3 RISE UP trial for PYRUKYND in sickle cell disease also yielded mixed results, meeting one primary endpoint but failing to significantly reduce annual pain crises, introducing uncertainty for that potential label expansion. General regulatory timing risks, including potential slowdowns from funding cuts or staff reductions at regulatory agencies, also pose a threat to clinical development timelines and revenues.

A second key risk is the company's **product concentration and heavy reliance on PYRUKYND**. PYRUKYND is considered the "centerpiece" of Agios's product pipeline and a "cornerstone" of its near-term growth strategy. The company's investment narrative heavily depends on PYRUKYND achieving commercial success across multiple rare blood disorders. This strong dependence on a single approved product means that any unforeseen challenges, such as unexpected adverse events, increased competition, or intellectual property disputes, could severely impact the company's financial performance and future growth prospects.

Finally, **ongoing operating losses and high research & development costs** present a significant financial risk. Despite showing consistent revenue growth, Agios has faced persistent operating losses and substantial costs associated with its clinical trials and general research and development efforts. The company exhibits negative EBITDA and EBIT margins, indicating challenges in cost management. While Agios maintains a strong financial position in terms of liquidity and low debt, continued operating losses and high expenses pose a challenge to achieving sustained profitability and long-term financial stability.


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Agios Pharmaceuticals' main product, PYRUKYND (mitapivat), targets several distinct addressable markets within hemolytic anemias.


  For the treatment of hemolytic anemia in adults with pyruvate kinase (PK) deficiency, the addressable market in the U.S. is estimated to be just less than 10,000 individuals.
  For adult patients with thalassemia in the U.S., Agios Pharmaceuticals targets a population of approximately 6,000 patients, with about 4,000 expected to be addressable at launch.


The company also states that its PYRUKYND franchise, which includes potential future indications like sickle cell disease and pediatric PK deficiency, is poised for multi-billion-dollar potential.

Agios Pharmaceuticals' other product, AG-946 (tebapivat), is in clinical development for indications such as lower-risk myelodysplastic syndromes (LR-MDS) and sickle cell disease. While these represent future market opportunities, specific addressable market sizes for AG-946 are not explicitly detailed in the provided information. Therefore, the addressable market size for AG-946 cannot be quantified at this time.
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Expected Drivers of Future Revenue Growth for Agios Pharmaceuticals (AGIO)

  Continued Growth in Pyruvate Kinase (PK) Deficiency: Agios Pharmaceuticals expects sustained revenue growth from PYRUKYND (mitapivat) for the treatment of PK deficiency. The company projected U.S. PK deficiency revenues in the range of $45 million to $50 million for 2026. PYRUKYND generated $20 million in net revenue in Q4 2025, an 86% increase compared to Q4 2024, and $54 million for the full year 2025, reflecting robust year-on-year growth.
  U.S. Launch and Expansion of AQVESME (mitapivat) for Thalassemia: The recent FDA approval of AQVESME (mitapivat) for thalassemia in December 2025 is a significant new revenue driver. The U.S. launch is underway, with management focused on executing a high-impact launch and reporting strong early recognition and 44 prescriptions as of January 30, 2026. This expansion into thalassemia significantly broadens the addressable market for mitapivat.
  Potential Approval and Launch of Mitapivat in Sickle Cell Disease: Agios is actively pursuing the expansion of its PK activation franchise into sickle cell disease. The company completed enrollment in its Phase 3 RISE UP study for sickle cell disease in 2024 and is scheduled to meet with the FDA in Q1 2026 for a pre-sNDA meeting to determine the regulatory path forward, with a potential U.S. commercial launch anticipated in 2026.
  Advancement of PK Activation Franchise into Lower-Risk Myelodysplastic Syndromes (LR-MDS): Agios aims to expand its PK activation franchise into additional high-value indications, including lower-risk myelodysplastic syndromes. The company achieved clinical proof-of-concept in the Phase 2a portion of a study of investigational pyruvate kinase activator AG-946 for anemia in adults with LR-MDS, with plans to initiate the placebo-controlled Phase 2b portion of the study. Furthermore, a Phase 2 tebapivat trial in sickle cell disease is fully enrolled, with topline results expected in the second half of 2026.

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Share Repurchases

Agios announced plans in April 2021 to repurchase 7.1 million shares from Bristol Myers Squibb Co. for approximately $344.5 million.
The company also indicated intentions to repurchase up to $1.2 billion in outstanding shares over the subsequent 12-18 months from April 2021.
As of December 31, 2025, the reported share buyback amount was $0.

Share Issuance

Agios Pharmaceuticals filed a Form S-8 on June 18, 2025, to register additional shares under its 2023 Stock Incentive Plan, enabling the continued issuance of equity-based compensation to employees, directors, and consultants.
Insiders have engaged in share transactions to cover tax withholding obligations related to restricted stock unit (RSU) vesting, as seen in December 2025 and March 2026.

Inbound Investments

In May 2025 (reported June 2024), Agios announced an agreement with Royalty Pharma to sell 15% of its royalties from Vorasidenib, resulting in a $905 million upfront payment contingent on FDA approval of Vorasidenib.
Agios sold its oncology portfolio, including Vorasidenib, to Servier in 2021, retaining rights to a $200 million payment upon FDA approval and 15% royalties on US net sales.
Agios Pharmaceuticals concluded fiscal year 2025 with approximately $1.2 billion in cash and marketable securities on its balance sheet.

Capital Expenditures

Agios's capital expenditures were $5.74 million in 2021, $3.92 million in 2022, -$0.33 million in 2023, $1.65 million in 2024, and $4.32 million in 2025.
In the fourth quarter of 2025, the company invested $1.1 million in capital expenditures.
For the last 12 months, capital expenditures were -$4.32 million.

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					 Interactive Breakdown
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				 Better Bets vs. Agios Pharmaceuticals (AGIO)
				
					By Industry
					By Sector
					All Other Sectors
					Sector Best Bets
				
				
										
				
					
						INDUSTRY: Biotechnology
					
			
					
						
							Higher Rev Chg 3Y Avg | Lower P/S 
							(Values for AGIO: 75.5% | 21.1x)
						
						
				
						
							INSM (76.3% | 18.2x)
							Insmed
						
					
						
							BBIO (1323.7% | 18.7x)
							BridgeBio Pharma
						
					
						
							ARWR (913.6% | 12.3x)
							Arrowhead Pharmaceuticals
						
					
						
							TGTX (482.9% | 9.5x)
							TG Therapeutics
						
					
						
							IOVA (4780.4% | 19.7x)
							Iovance Biotherapeutics
						
					
					
						
							Higher Rev Chg LTM 
							(Value for AGIO: 140.6%)
						
						
				
						
							CGON (1030.3%)
							CG Oncology
						
					
						
							BBIO (202.4%)
							BridgeBio Pharma
						
					
						
							IBRX (192.9%)
							ImmunityBio
						
					
						
							INSM (185.8%)
							Insmed
						
					
						
							MDGL (149.0%)
							Madrigal Pharmaceuticals
						
					
					
						
							Higher Rev Chg 3Y Avg 
							(Value for AGIO: 75.5%)
						
						
				
						
							IBRX (1513.7%)
							ImmunityBio
						
					
						
							BBIO (1323.7%)
							BridgeBio Pharma
						
					
						
							ARWR (913.6%)
							Arrowhead Pharmaceuticals
						
					
						
							CYTK (848.7%)
							Cytokinetics
						
					
						
							INSM (76.3%)
							Insmed
						
					
					
						
							Higher Op Mgn LTM 
							(Value for AGIO: -466.8%)
						
						
				
						
							GILD (38.5%)
							Gilead Sciences
						
					
						
							VRTX (37.9%)
							Vertex Pharmaceuticals
						
					
						
							ABBV (33.9%)
							AbbVie
						
					
						
							AMGN (30.0%)
							Amgen
						
					
						
							MRNA (-150.2%)
							Moderna
						
					
					
						
							Higher CFO/Rev LTM 
							(Value for AGIO: -366.7%)
						
						
				
						
							GILD (44.5%)
							Gilead Sciences
						
					
						
							VRTX (34.1%)
							Vertex Pharmaceuticals
						
					
						
							AMGN (32.8%)
							Amgen
						
					
						
							ABBV (30.3%)
							AbbVie
						
					
						
							MRNA (-48.6%)
							Moderna
						
					
					
						
							Higher FCF/Rev LTM 
							(Value for AGIO: -396.8%)
						
						
				
						
							GILD (42.5%)
							Gilead Sciences
						
					
						
							VRTX (30.2%)
							Vertex Pharmaceuticals
						
					
						
							ABBV (28.3%)
							AbbVie
						
					
						
							AMGN (26.7%)
							Amgen
						
					
						
							MRNA (-56.3%)
							Moderna
						
					
					
						
							Higher Total Yield 
							(Value for AGIO: -19.8%)
						
						
				
						
							AMGN (6.1%)
							Amgen
						
					
						
							ABBV (3.7%)
							AbbVie
						
					
						
							VRTX (3.5%)
							Vertex Pharmaceuticals
						
					
						
							GILD (0.4%)
							Gilead Sciences
						
					
						
							MRNA (-3.5%)
							Moderna
						
					
					
				
					
						SECTOR: Health Care
					
			
					
						
							Higher Rev Chg 3Y Avg | Lower P/S 
							(Values for AGIO: 75.5% | 21.1x)
						
						
				
						
							INSM (76.3% | 18.2x)
							Insmed
						
					
						
							BBIO (1323.7% | 18.7x)
							BridgeBio Pharma
						
					
						
							ARWR (913.6% | 12.3x)
							Arrowhead Pharmaceuticals
						
					
						
							TGTX (482.9% | 9.5x)
							TG Therapeutics
						
					
						
							IOVA (4780.4% | 19.7x)
							Iovance Biotherapeutics
						
					
					
						
							Higher Rev Chg LTM 
							(Value for AGIO: 140.6%)
						
						
				
						
							CGON (1030.3%)
							CG Oncology
						
					
						
							BBIO (202.4%)
							BridgeBio Pharma
						
					
						
							IBRX (192.9%)
							ImmunityBio
						
					
						
							INSM (185.8%)
							Insmed
						
					
						
							MDGL (149.0%)
							Madrigal Pharmaceuticals
						
					
					
						
							Higher Rev Chg 3Y Avg 
							(Value for AGIO: 75.5%)
						
						
				
						
							IBRX (1513.7%)
							ImmunityBio
						
					
						
							BBIO (1323.7%)
							BridgeBio Pharma
						
					
						
							ARWR (913.6%)
							Arrowhead Pharmaceuticals
						
					
						
							CYTK (848.7%)
							Cytokinetics
						
					
						
							INSM (76.3%)
							Insmed
						
					
					
						
							Higher Op Mgn LTM 
							(Value for AGIO: -466.8%)
						
						
				
						
							LLY (49.7%)
							Eli Lilly
						
					
						
							ABBV (33.9%)
							AbbVie
						
					
						
							JNJ (26.8%)
							Johnson & Johnson
						
					
						
							MRK (10.5%)
							Merck
						
					
						
							UNH (4.8%)
							UnitedHealth Group
						
					
					
						
							Higher CFO/Rev LTM 
							(Value for AGIO: -366.7%)
						
						
				
						
							LLY (35.3%)
							Eli Lilly
						
					
						
							ABBV (30.3%)
							AbbVie
						
					
						
							MRK (30.0%)
							Merck
						
					
						
							JNJ (28.2%)
							Johnson & Johnson
						
					
						
							UNH (6.0%)
							UnitedHealth Group
						
					
					
						
							Higher FCF/Rev LTM 
							(Value for AGIO: -396.8%)
						
						
				
						
							ABBV (28.3%)
							AbbVie
						
					
						
							MRK (24.1%)
							Merck
						
					
						
							JNJ (22.7%)
							Johnson & Johnson
						
					
						
							LLY (17.0%)
							Eli Lilly
						
					
						
							UNH (5.2%)
							UnitedHealth Group
						
					
					
						
							Higher Total Yield 
							(Value for AGIO: -19.8%)
						
						
				
						
							UNH (6.1%)
							UnitedHealth Group
						
					
						
							JNJ (5.5%)
							Johnson & Johnson
						
					
						
							ABBV (3.7%)
							AbbVie
						
					
						
							MRK (3.2%)
							Merck
						
					
						
							LLY (2.9%)
							Eli Lilly
						
					
					
				
					
						All Other Sectors
					
			
					
						
							Higher Rev Chg 3Y Avg | Lower P/S 
							(Values for AGIO: 75.5% | 21.1x)
						
						
				
						
							NVDA (116.5% | 17.3x)
							NVIDIA
						
					
						
							MU (122.3% | 7.7x)
							Micron Technology
						
					
						
							BAM (2109.8% | 15.0x)
							Brookfield Asset Management
						
					
						
							CRDO (122.3% | 20.2x)
							Credo Technology
						
					
						
							CRCL (384.3% | 7.0x)
							Circle Internet
						
					
					
						
							Higher Rev Chg LTM 
							(Value for AGIO: 140.6%)
						
						
				
						
							ASTS (2256.9%)
							AST SpaceMobile
						
					
						
							MU (256.3%)
							Micron Technology
						
					
						
							NLY (238.3%)
							Annaly Capital Management
						
					
						
							SNDK (175.3%)
							SanDisk
						
					
						
							CRDO (165.1%)
							Credo Technology
						
					
					
						
							Higher Rev Chg 3Y Avg 
							(Value for AGIO: 75.5%)
						
						
				
						
							BAM (2109.8%)
							Brookfield Asset Management
						
					
						
							CRCL (384.3%)
							Circle Internet
						
					
						
							CRDO (122.3%)
							Credo Technology
						
					
						
							MU (122.3%)
							Micron Technology
						
					
						
							NVDA (116.5%)
							NVIDIA
						
					
					
						
							Higher Op Mgn LTM 
							(Value for AGIO: -466.8%)
						
						
				
						
							NVDA (65.2%)
							NVIDIA
						
					
						
							MSFT (46.8%)
							Microsoft
						
					
						
							AAPL (33.2%)
							Apple
						
					
						
							GOOGL (33.1%)
							Alphabet
						
					
						
							AMZN (12.1%)
							Amazon.com
						
					
					
						
							Higher CFO/Rev LTM 
							(Value for AGIO: -366.7%)
						
						
				
						
							MSFT (55.1%)
							Microsoft
						
					
						
							NVDA (44.3%)
							NVIDIA
						
					
						
							GOOGL (41.6%)
							Alphabet
						
					
						
							AAPL (31.4%)
							Apple
						
					
						
							AMZN (20.8%)
							Amazon.com
						
					
					
						
							Higher FCF/Rev LTM 
							(Value for AGIO: -396.8%)
						
						
				
						
							NVDA (41.9%)
							NVIDIA
						
					
						
							AAPL (29.3%)
							Apple
						
					
						
							MSFT (20.2%)
							Microsoft
						
					
						
							GOOGL (11.9%)
							Alphabet
						
					
						
							AMZN (-1.5%)
							Amazon.com
						
					
					
						
							Higher Total Yield 
							(Value for AGIO: -19.8%)
						
						
				
						
							GOOGL (6.1%)
							Alphabet
						
					
						
							AMZN (4.8%)
							Amazon.com
						
					
						
							MSFT (4.0%)
							Microsoft
						
					
						
							NVDA (3.8%)
							NVIDIA
						
					
						
							AAPL (2.9%)
							Apple
						
					
					
				
					
						Best Bets in Health Care
					
			What You Pay
					
						
							P/EBIT 
							(Value for AGIO: -4.5x)
						
						
				
						
							VEEV (49.7x)
							Veeva Systems
						
					
						
							DOCS (29.6x)
							Doximity
						
					
						
							HALO (23.8x)
							Halozyme Therapeutics
						
					
						
							HRMY (8.5x)
							Harmony Biosciences
						
					
						
							NBIX (16.9x)
							Neurocrine Biosciences
						
					
						
							PBH (8.4x)
							Prestige Consumer Healthcare
						
					
						
							ADMA (11.2x)
							ADMA Biologics
						
					
						
							LGND (24.4x)
							Ligand Pharmaceuticals
						
					
						
							GMED (15.2x)
							Globus Medical
						
					
						
							INCY (11.5x)
							Incyte
						
					
					
						
							P/E 
							(Value for AGIO: -5.0x)
						
						
				
						
							VEEV (50.7x)
							Veeva Systems
						
					
						
							DOCS (34.4x)
							Doximity
						
					
						
							HALO (34.7x)
							Halozyme Therapeutics
						
					
						
							HRMY (12.0x)
							Harmony Biosciences
						
					
						
							NBIX (19.6x)
							Neurocrine Biosciences
						
					
						
							PBH (13.7x)
							Prestige Consumer Healthcare
						
					
						
							ADMA (15.0x)
							ADMA Biologics
						
					
						
							LGND (30.2x)
							Ligand Pharmaceuticals
						
					
						
							GMED (19.1x)
							Globus Medical
						
					
						
							INCY (14.1x)
							Incyte
						
					
What You Get
					
						
							Rev Chg 3Y Avg 
							(Value for AGIO: 75.5%)
						
						
				
						
							VEEV (15.7%)
							Veeva Systems
						
					
						
							DOCS (14.5%)
							Doximity
						
					
						
							HALO (29.7%)
							Halozyme Therapeutics
						
					
						
							HRMY (24.5%)
							Harmony Biosciences
						
					
						
							NBIX (26.5%)
							Neurocrine Biosciences
						
					
						
							PBH (-0.7%)
							Prestige Consumer Healthcare
						
					
						
							ADMA (36.8%)
							ADMA Biologics
						
					
						
							LGND (23.2%)
							Ligand Pharmaceuticals
						
					
						
							GMED (47.0%)
							Globus Medical
						
					
						
							INCY (18.5%)
							Incyte
						
					
					
						
							Rev Chg LTM 
							(Value for AGIO: 140.6%)
						
						
				
						
							VEEV (16.5%)
							Veeva Systems
						
					
						
							DOCS (11.2%)
							Doximity
						
					
						
							HALO (41.2%)
							Halozyme Therapeutics
						
					
						
							HRMY (24.3%)
							Harmony Biosciences
						
					
						
							NBIX (34.4%)
							Neurocrine Biosciences
						
					
						
							PBH (-1.4%)
							Prestige Consumer Healthcare
						
					
						
							ADMA (8.0%)
							ADMA Biologics
						
					
						
							LGND (54.9%)
							Ligand Pharmaceuticals
						
					
						
							GMED (19.7%)
							Globus Medical
						
					
						
							INCY (26.9%)
							Incyte
						
					
					
						
							Rev Chg Q 
							(Value for AGIO: 259.3%)
						
						
				
						
							VEEV (17.6%)
							Veeva Systems
						
					
						
							DOCS (7.3%)
							Doximity
						
					
						
							HALO (47.7%)
							Halozyme Therapeutics
						
					
						
							HRMY (30.3%)
							Harmony Biosciences
						
					
						
							NBIX (39.5%)
							Neurocrine Biosciences
						
					
						
							PBH (6.5%)
							Prestige Consumer Healthcare
						
					
						
							ADMA (2.0%)
							ADMA Biologics
						
					
						
							LGND (33.7%)
							Ligand Pharmaceuticals
						
					
						
							GMED (5.9%)
							Globus Medical
						
					
						
							INCY (37.7%)
							Incyte
						
					
					
						
							FCF/Rev 3Y Avg 
							(Value for AGIO: -820.0%)
						
						
				
						
							VEEV (44.1%)
							Veeva Systems
						
					
						
							DOCS (42.3%)
							Doximity
						
					
						
							HALO (41.3%)
							Halozyme Therapeutics
						
					
						
							HRMY (34.3%)
							Harmony Biosciences
						
					
						
							NBIX (23.4%)
							Neurocrine Biosciences
						
					
						
							PBH (22.4%)
							Prestige Consumer Healthcare
						
					
						
							ADMA (18.8%)
							ADMA Biologics
						
					
						
							LGND (18.5%)
							Ligand Pharmaceuticals
						
					
						
							GMED (17.0%)
							Globus Medical
						
					
						
							INCY (16.5%)
							Incyte
						
					
			
				[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 11%, alpha of 1.9%, and sharpe of 0.52
			
		

				
			
		
	

	
		
			
				
				 Peer Outperformance in Biotechnology
				
			
				AGIO has outperformed 72% of its 363 Biotechnology peers over 5Y. Among the peers that beat it are MIRM and INSM. Biotechnology ranks 9th of 10 industries in Health Care by median 5Y return. The sector’s gains have largely come from elsewhere.
			
		
				
		
			Share of Biotechnology constituents that AGIO has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
			
			
				1Y
				54%
				of 452 industry peers · -17.6% return
			
		
			
				3Y
				71%
				of 398 industry peers · 63.2% return
			
		
			
				5Y
				72%
				of 363 industry peers · -23.8% return
			
		
		
	
				
			
				Biotechnology peers with revenue growth within 4pp of AGIO's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
				
				
					
						Ticker
						Name
						Rev Growth 3Y Avg
						P/E
						1Y 3Y 5Y
						5Y Gap
					
					
			
				AGIO
				Agios Pharmaceuticals
				75.5%
				-5.0x
				-17.6% 63.2% -23.8%
				—
			
		
				
					MIRM
					Mirum Pharmaceuticals
					78.2%
					-6.1x
					11.8% 184.6% 399.0%
					+423pp
				
			
				
					INSM
					Insmed
					76.3%
					-23.7x
					-42.5% 279.9% 257.7%
					+282pp
				
			
				
				
				
					Price returns, excluding dividends. P/E shown for context only and not used for matching.
				
			
		
				
			
				Median price return by industry across the Health Care sector, ranked by 5Y. Biotechnology is AGIO's own industry. Use this to see which corners of the sector have carried the returns.
				
				
					
						Industry
						Names
						1Y med 3Y med 5Y med
						Top 3 by 5Y
					
					
				
					Health Care Distributors
					6
					17.3% 53.8% 104.1%
					CAH 475% · MCK 411% · COR 199%
				
			
				
					Health Care Services
					20
					17.9% 38.1% 10.3%
					HIMS 241% · RDNT 138% · DGX 78%
				
			
				
					Managed Health Care
					8
					39.2% -2.4% 5.5%
					OSCR 111% · HQY 42% · ELV 18%
				
			
				
					Health Care Facilities
					24
					2.2% 14.6% 2.5%
					THC 313% · NHC 286% · EHC 137%
				
			
				
					Health Care Equipment
					50
					-2.9% 2.7% -12.1%
					UFPT 363% · GKOS 264% · TMDX 164%
				
			
				
					Pharmaceuticals
					61
					-10.6% 2.1% -33.0%
					LQDA 878% · KNSA 625% · CORT 471%
				
			
				
					Health Care Supplies
					11
					14.2% -8.8% -41.7%
					LNTH 332% · HAE 71% · MMSI 29%
				
			
				
					Life Sciences Tools & Services
					109
					-12.6% -13.8% -66.8%
					NTRA 251% · MEDP 234% · IRTC 55%
				
			
				
					Biotechnology ←
					364
					-24.5% -25.6% -81.9%
					DNTH 1068% · ELVN 940% · ADMA 897%
				
			
				
					Health Care Technology
					22
					-32.8% -62.7% -83.8%
					VEEV -1% · DOCS -56%
				
			
				
				
				
					Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.
				
			
		
			
		
	

	
		
			
				
				 Latest Trefis Analyses
				 Title Date
0 DASHBOARDS  
1 Agios Stock (+19%): AQVESME Thalassemia Approval Ignites Re-Rate 12/25/2025
2 Agios Pharmaceuticals Earnings Notes 12/16/2025
3 Would You Still Hold Agios Pharmaceuticals Stock If It Fell Another 30%? 10/17/2025
4 Does Agios Pharmaceuticals Stock Lead the Pack? 08/13/2025
5 Why Agios Pharmaceuticals Stock Moved: AGIO Stock Has Lost 26% Since 2021 Fiscal End, Primarily Due To Unfavorable Change In Price To Sales Multiple (P/S) 08/08/2025
6 AGIO Dip Buy Analysis 07/10/2025
7 Agios Pharmaceuticals Stock Falls 10% In A Single Week, Now Is Not The Time To Buy The Stock 05/16/2025
8 Agios Pharmaceuticals (AGIO) Valuation Ratios Comparison 05/15/2025
9 Agios Pharmaceuticals Total Shareholder Return (TSR): 47.6% in 2024 and 0.0% 3-yr compounded annual returns (below peer average) 03/07/2025
10 Agios Pharmaceuticals (AGIO) Operating Cash Flow Comparison 02/17/2025
11 ARTICLES  
12 Market Movers | Winners: WSHP, SGBX, SEMR | Losers: IVP, AGIO, TPST 11/20/2025
 Title
0 DASHBOARDS
1 Agios Stock (+19%): AQVESME Thalassemia Approval Ignites Re-Rate
2 Agios Pharmaceuticals Earnings Notes
3 Would You Still Hold Agios Pharmaceuticals Stock If It Fell Another 30%?
4 Does Agios Pharmaceuticals Stock Lead the Pack?
5 Why Agios Pharmaceuticals Stock Moved: AGIO Stock Has Lost 26% Since 2021 Fiscal End, Primarily Due To Unfavorable Change In Price To Sales Multiple (P/S)
6 AGIO Dip Buy Analysis
7 Agios Pharmaceuticals Stock Falls 10% In A Single Week, Now Is Not The Time To Buy The Stock
8 Agios Pharmaceuticals (AGIO) Valuation Ratios Comparison
9 Agios Pharmaceuticals Total Shareholder Return (TSR): 47.6% in 2024 and 0.0% 3-yr compounded annual returns (below peer average)
10 Agios Pharmaceuticals (AGIO) Operating Cash Flow Comparison
11 ARTICLES
12 Market Movers | Winners: WSHP, SGBX, SEMR | Losers: IVP, AGIO, TPST
			
		
	

	
		
			
				
				 Trade Ideas
Select ideas related to AGIO.null
			
		
	

	
		
			
				
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XNDU Xanadu Quantum Technologies 0.8 -62.3% -75.7%
EMAT Evolution Metals & Technologies 1.0 -61.7% -92.8%
EOSE Eos Energy Enterprises 0.6 -54.3% -84.2%
SHAZ SharonAI 0.5 -53.0% -70.8%
CIFR Cipher Digital 3.7 -51.3% -39.4%
QURE uniQure 1.5 -49.5% -7.2%
NUAI New Era Energy & Digital 0.3 -49.3% 1.4%
BRUN Boost Run 0.5 -49.2% -58.1%

				
			
		
	

	
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				 Peer Comparisons
Peers to compare with: 
				
				Financials
 AGIO VRTX BMRN ALNY IONS RARE Median
Name Agios Ph. Vertex P. BioMarin. Alnylam . Ionis Ph. Ultragen.  
Mkt Price 34.79 503.04 54.55 233.18 44.38 15.01 49.47
Mkt Cap 2.1 127.6 10.6 31.2 7.3 1.5 8.9
Rev LTM 98 12,587 3,407 4,804 874 717 2,140
Op Inc LTM -459 4,777 149 1,000 -594 -528 -155
FCF LTM -390 3,796 725 820 -568 -494 167
FCF 3Y Avg -378 1,957 543 354 -410 -476 -12
CFO LTM -361 4,293 857 912 -496 -485 248
CFO 3Y Avg -358 2,398 651 414 -358 -459 28
				Growth & Margins
 AGIO VRTX BMRN ALNY IONS RARE Median
Name Agios Ph. Vertex P. BioMarin. Alnylam . Ionis Ph. Ultragen.  
Rev Chg LTM 140.6% 10.2% 11.2% 95.1% -7.4% 17.5% 14.4%
Rev Chg 3Y Avg 75.5% 9.8% 15.1% 63.2% 12.5% 21.3% 18.2%
Rev Chg Q 259.3% 12.5% 19.9% 66.9% -40.7% 28.1% 24.0%
QoQ Delta Rev Chg LTM 48.9% 3.0% 5.1% 12.1% -17.4% 7.0% 6.0%
Op Inc Chg LTM 0.5% 2,497.9% -80.8% 654.9% -123.0% -4.5% -2.0%
Op Inc Chg 3Y Avg -7.2% 792.2% 80.3% 163.9% -24.5% 7.3% 43.8%
Op Mgn LTM -466.8% 37.9% 4.4% 20.8% -68.0% -73.6% -31.8%
Op Mgn 3Y Avg -963.3% 23.9% 13.8% 6.0% -47.0% -90.2% -20.5%
QoQ Delta Op Mgn LTM 253.2% -0.2% -5.3% 3.3% -34.7% 10.1% 1.5%
CFO/Rev LTM -366.7% 34.1% 25.2% 19.0% -56.8% -67.6% -18.9%
CFO/Rev 3Y Avg -779.8% 19.6% 21.0% 11.1% -41.2% -78.1% -15.1%
FCF/Rev LTM -396.8% 30.2% 21.3% 17.1% -64.9% -68.9% -23.9%
FCF/Rev 3Y Avg -820.0% 15.7% 17.4% 9.2% -47.1% -81.3% -19.0%
				Valuation
 AGIO VRTX BMRN ALNY IONS RARE Median
Name Agios Ph. Vertex P. BioMarin. Alnylam . Ionis Ph. Ultragen.  
Mkt Cap 2.1 127.6 10.6 31.2 7.3 1.5 8.9
P/S 21.0 10.1 3.1 6.5 8.4 2.1 7.4
P/Op Inc -4.5 26.7 70.7 31.2 -12.4 -2.9 11.9
P/EBIT -4.5 25.3 45.3 27.7 -15.3 -3.0 11.1
P/E -5.0 29.0 144.6 38.6 -13.0 -2.6 13.2
P/CFO -5.7 29.7 12.3 34.2 -14.8 -3.2 4.6
Total Yield -19.8% 3.5% 0.7% 2.6% -7.7% -38.2% -3.5%
Dividend Yield 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
FCF Yield 3Y Avg -16.9% 1.6% 4.8% 1.1% -4.8% -13.6% -1.8%
D/E 0.0 0.0 0.4 0.0 0.2 0.0 0.0
Net D/E -0.3 -0.0 0.3 -0.1 -0.1 -0.2 -0.1
				Returns
 AGIO VRTX BMRN ALNY IONS RARE Median
Name Agios Ph. Vertex P. BioMarin. Alnylam . Ionis Ph. Ultragen.  
1M Rtn 5.2% -1.0% -14.7% -2.7% -0.1% 3.4% -0.6%
3M Rtn -13.2% 4.7% -7.7% -14.5% -16.2% -47.4% -13.8%
6M Rtn 28.5% 14.5% -0.6% -25.0% -40.7% -40.1% -12.8%
12M Rtn -17.8% 20.7% 2.4% -51.6% -39.3% -54.0% -28.5%
3Y Rtn 62.7% 39.0% -33.6% 44.1% -3.9% -54.7% 17.6%
1M Excs Rtn 5.1% -1.2% -14.8% -2.8% -0.3% 3.3% -0.7%
3M Excs Rtn -8.9% 2.4% -9.9% -16.1% -18.9% -49.5% -13.0%
6M Excs Rtn 20.8% 6.8% -8.3% -32.7% -48.5% -47.8% -20.5%
12M Excs Rtn -31.7% 7.5% -12.5% -67.1% -54.8% -71.3% -43.3%
3Y Excs Rtn -24.4% -39.6% -112.9% -35.0% -79.8% -129.8% -59.7%
				Comparison Analyses
 Title
0 Does Agios Pharmaceuticals Stock Lead the Pack?
			
		
	

	
		
			
				
				 FDIC Bank Data
				
					Capital & Deposits
					Assets
					Loans
				
				
										Bank Capital
nullBank Deposits
null
					Bank Assets
null
					Bank Loans
null

				
			
		
	

	
		
			
				
				 FDA Approved Drugs Data
				Expand for More Post-Approval Fwd Returns
FDA
App # Brand
Name Generic
Name Dosage
Form FDA
Approval 3M
Rtn 6M
Rtn 1Y
Rtn 2Y
Rtn Total
Rtn
NDA216196   PYRUKYND mitapivat sulfate tablet 2172022 -30.0% -11.2% -6.0% -10.0% 18.5%
				Collapse to Preview Post-Approval Fwd Returns
FDA
App # Brand
Name Generic
Name Dosage
Form FDA
Approval 3M
Rtn 6M
Rtn 1Y
Rtn 2Y
Rtn Total
Rtn
NDA216196   PYRUKYND mitapivat sulfate tablet 2172022 -30.0% -11.2% -6.0% -10.0% 18.5%
			
		
	

	
		
			
				
				 Clinical Pipeline
				Drug Candidate Indication Phase 3 Trials Est. Primary Completion
Mitapivat (AG-348) Thalassemia, sickle cell disease, pyruvate kinase deficiency 8 Mar 2029
Active Phase 3 studies led by the company. Source: ClinicalTrials.gov · Updated 8/28/2026
			
		
	

	
		
			
				
				 Financials
				
					Annual
					Quarterly
				
									$ Mil | FY: 12/31 LTM 2025 2024 2023 2022 2021 2020
Period End 6/30/2026 12/31/2025 12/31/2024 12/31/2023 12/31/2022 12/31/2021 12/31/2020
Filing Date 7/30/2026 2/12/2026 2/13/2025 2/15/2024 2/23/2023 2/24/2022 2/25/2021

Key Financials              
Total Revenue 98 54 36 27 14 0 0
Gross Profit 90 48 32 24 13 0 200
EBITDA -454 -467 -420 -385 -380 -369 -326
Operating Income -459 -472 -426 -391 -389 -378 -336
Net Income -411 -413 674 -352 -232 1,605 -327
EPS -7.01 -7.12 11.86 -6.33 -4.23 26.55 -4.74

Growth Rates              
Total Revenue Growth 140.6% 48.0% 36.1% 88.4% ∞% - -
EBITDA Growth 0.6% -11.2% -9.2% -1.2% -3.1% -13.2% -5.8%
Operating Income Growth 0.5% -10.9% -8.7% -0.6% -2.8% -12.7% -6.2%
Net Income Growth -163.3% -161.3% 291.4% -51.9% -114.4% 590.2% 20.4%

Margins              
Gross Margin 92.0% 88.3% 88.6% 89.3% 88.0% - -
EBITDA Margin -461.3% -864.3% -1151.0% -1434.8% -2671.9% - -
Operating Income Margin -466.8% -873.9% -1166.5% -1459.5% -2732.1% - -
Net Income Margin -418.2% -764.0% 1845.9% -1312.6% -1627.8% - -

Cash & Debt              
Total Cash 618 854 894 777 783 1,020 573
Total Debt 31 40 57 72 86 97 105
Net Debt / (Cash) -586 -814 -837 -705 -697 -923 -468

Cash Flows & CapEx              
Net Cash from Operations -361 -373 -390 -296 -309 -407 -291
Total CapEx -30 -14 -2 -18 -5 -6 -14
Free Cash from Operations -390 -387 -392 -315 -314 -413 -305

Returns to Shareholders              
Dividends 0 -0 -0 -0 -0 -0 -0
Share Repurchases -0 -0 -0 -0 -0 802 -0
					$ Mil | FY: 12/31 2026Q2 2026Q1 2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3
Period End 6/30/2026 3/31/2026 12/31/2025 9/30/2025 6/30/2025 3/31/2025 12/31/2024 9/30/2024 6/30/2024 3/31/2024 12/31/2023 9/30/2023
Filing Date 7/30/2026 4/29/2026 2/12/2026 10/30/2025 7/31/2025 5/1/2025 2/13/2025 10/31/2024 8/1/2024 5/2/2024 2/15/2024 11/2/2023

Key Financials Quarterly                        
Total Revenue 45 21 20 13 12 9 11 9 9 8 7 7
Ebitda -109 -109 -120 -115 -126 -105 -124 -101 -104 -91 -105 -99
Operating Income -111 -110 -122 -117 -127 -107 -125 -103 -106 -92 -106 -101
Net Income -101 -99 -108 -103 -112 -89 -97 948 -96 -82 -96 -91
EPS -1.69 -1.69 -1.85 -1.78 -1.93 -1.55 -1.72 16.65 -1.69 -1.45 -1.72 -1.64

Key Financials TTM                        
Total Revenue TTM 98 66 54 45 41 37 36 33 31 29 27 24
Ebitda TTM -454 -470 -467 -470 -456 -435 -420 -401 -399 -387 -385 -377
Operating Income TTM -459 -476 -472 -476 -462 -440 -426 -407 -405 -393 -391 -384
Net Income TTM -411 -423 -413 -401 650 666 674 674 -365 -353 -352 -220

Growth Rates Quarterly                        
Total Revenue Growth 259.3% 137.7% 86.1% 43.7% 44.6% 6.6% 51.1% 21.2% 28.4% 46.0% 64.8% 110.4%
EBITDA Growth 13.2% -3.1% 2.7% -13.8% -20.7% -16.1% -17.9% -2.2% -13.4% -2.1% -7.7% -11.4%
Operating Income Growth 13.0% -3.2% 2.8% -13.7% -20.1% -15.8% -17.7% -1.9% -12.9% -1.6% -7.2% -10.8%
Net Income Growth 10.1% -11.0% -11.9% -110.9% -16.5% -9.5% -0.6% 1138.0% -14.7% -0.7% -362.7% -11.7%

Margins Quarterly                        
EBITDA Margin -244.1% -523.8% -602.6% -896.7% -1010.0% -1207.3% -1152.6% -1131.9% -1209.8% -1107.9% -1476.5% -1341.7%
Operating Income Margin -247.1% -530.3% -608.9% -907.4% -1020.1% -1222.0% -1165.3% -1146.9% -1228.3% -1124.3% -1496.2% -1363.7%
Net Income Margin -225.1% -477.7% -541.1% -803.1% -899.4% -1023.3% -899.6% 10574.7% -1115.7% -995.8% -1350.7% -1234.3%

Cash & Debt                        
Total Cash 618 114 854 953 939 893 894 1,005 570 598 777 647
Total Debt 31 36 40 45 49 53 57 61 65 68 72 75
Net Debt / (Cash) -586 -78 -814 -908 -890 -840 -837 -944 -505 -530 -705 -572

Cash Flows Quarterly                        
FCF from Operations -57 -119 -96 -88 -77 -111 -133 -84 -73 -100 -72 -62

Cash Flows TTM                        
FCF from Operations TTM -361 -380 -373 -410 -406 -401 -390 -329 -307 -301 -296 -290

Returns to Shareholders Quarterly                        
Dividends 0 0 0 0 0 0 0 0 0 0 0 0
Share Repurchases -0 -0 -0 -0 -0 -0 -0 -0 -0 -0 -0 -0

Return on Invested Capital (ROIC) Quarterly                        
ROIC -110.9% -17.8% -348.8% -1720.9% -1873.6% -689.9% -903.9% - -119.9% -116.6% -336.7% -168.8%

Return on Invested Capital (ROIC) TTM                        
ROIC TTM -115.1% -19.2% -341.8% -1750.7% -1701.5% -712.2% -840.2% - -114.7% -124.4% -310.1% -160.8%

			
		
	

	
		
			
				
				 Segment Financials
Revenue by Segment
$ Mil 2025 2024 2023 2022 2021
Product revenue, net 54 36 27 12 0
Milestone revenue       2 0
Total 54 36 27 14 0


Assets by Segment
$ Mil 2021 2020
Single segment 1,438 853
Total 1,438 853



			
		
	

	
		
			
				
				 Price Behavior
				
					Behavior Stats
					Betas Matrix
					Behavior vs Other Asset Classes
				
				
										Price Behavior
Market Price $34.90  
Market Cap ($ Bil) 2.1  
First Trading Date 07/24/2013  
Distance from 52W High -23.3%  
    50 Days 200 Days
DMA Price $33.11 $31.31
DMA Trend down up
Distance from DMA 5.4% 11.5%
  3M 1YR
Volatility 46.0% 77.1%
Downside Capture 81.69 30.87
Upside Capture -26.33 -7.71
Correlation (S&P 500) 0.6% 7.7%
					
AGIO Betas & Captures as of 9/30/2026


  1M 2M 3M 6M 1Y 3Y
Beta 0.20 0.80 -0.46 -0.07 0.54 0.99
Up Beta 2.66 0.57 -0.50 0.30 1.80 0.93
Down Beta -1.07 0.37 0.22 0.02 0.18 0.79
Up Capture 5% 120% -68% -12% -0% 109%
Bmk +ve Days 6 16 27 66 132 424
Stock +ve Days 9 24 32 69 132 379
Down Capture 8% 41% -26% -23% 30% 104%
Bmk -ve Days 16 26 37 60 120 328
Stock -ve Days 13 18 32 56 119 368


[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
					
					1Y
					5Y
					10Y
				
					Based On 1-Year Data
 Annualized
Return Annualized
Volatility Sharpe
Ratio Correlation
with AGIO
AGIO -16.0% 77.1% 0.20 -
Sector ETF (XLV) 25.1% 16.1% 1.19 22.9%
Equity (SPY) 17.1% 12.7% 0.95 7.8%
Gold (GLD) -4.2% 29.3% -0.15 5.0%
Commodities (DBC) 52.6% 20.7% 1.93 -5.9%
Real Estate (VNQ) 3.9% 13.7% 0.03 14.8%
Bitcoin (BTCUSD) -24.8% 43.7% -0.53 6.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
					Based On 5-Year Data
 Annualized
Return Annualized
Volatility Sharpe
Ratio Correlation
with AGIO
AGIO -4.6% 59.9% 0.18 -
Sector ETF (XLV) 8.6% 15.2% 0.36 32.2%
Equity (SPY) 13.5% 17.1% 0.60 34.1%
Gold (GLD) 18.3% 18.9% 0.78 5.5%
Commodities (DBC) 9.8% 19.5% 0.38 -0.0%
Real Estate (VNQ) 1.3% 18.8% -0.04 29.1%
Bitcoin (BTCUSD) 7.2% 51.8% 0.32 19.6%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
					Based On 10-Year Data
 Annualized
Return Annualized
Volatility Sharpe
Ratio Correlation
with AGIO
AGIO -4.0% 56.3% 0.17 -
Sector ETF (XLV) 11.2% 16.7% 0.55 36.3%
Equity (SPY) 15.3% 17.9% 0.72 36.4%
Gold (GLD) 12.2% 16.4% 0.61 4.7%
Commodities (DBC) 8.3% 18.1% 0.37 8.1%
Real Estate (VNQ) 5.1% 20.7% 0.21 25.4%
Bitcoin (BTCUSD) 63.0% 66.2% 1.03 10.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How


				
			
		
		
			
				
				 Short Interest
Short Interest: As Of Date 9302026
Short Interest: Shares Quantity 7.0 Mil
Short Interest: % Change Since 9152026 -7.2%
Average Daily Volume 1.1 Mil
Days-to-Cover Short Interest 6.4 days
Basic Shares Quantity 59.5 Mil
Short % of Basic Shares 11.8%
			
		
	

	
		
			
				 Returns Analyses
 Title
0 Would You Still Hold Agios Pharmaceuticals Stock If It Fell Another 30%?
			
		
	

	
		
			
				
				
				    Earnings Returns History
				    Updated 9/1/2026
				

				Expand for More  Forward Returns
Earnings Date 1D Returns 5D Returns 21D Returns
7/30/2026 -6.5% -9.4% -2.1%
4/29/2026 13.1% 9.7% 22.7%
2/12/2026 1.3% 3.1% 0.5%
10/30/2025 2.9% -3.5% -33.7%
7/31/2025 -0.9% 0.5% 1.7%
5/1/2025 4.2% -5.0% 8.1%
2/13/2025 1.5% 2.9% -5.7%
10/31/2024 -4.0% 11.4% 28.3%
... 
SUMMARY STATS      
# Positive 12 12 15
# Negative 12 12 9
Median Positive 3.2% 7.7% 8.0%
Median Negative -2.9% -6.3% -12.1%
Max Positive 14.7% 17.1% 28.3%
Max Negative -6.5% -15.1% -33.7%
				Collapse to Preview  Forward Returns
Earnings Date 1D Returns 5D Returns 21D Returns
7/30/2026 -6.5% -9.4% -2.1%
4/29/2026 13.1% 9.7% 22.7%
2/12/2026 1.3% 3.1% 0.5%
10/30/2025 2.9% -3.5% -33.7%
7/31/2025 -0.9% 0.5% 1.7%
5/1/2025 4.2% -5.0% 8.1%
2/13/2025 1.5% 2.9% -5.7%
10/31/2024 -4.0% 11.4% 28.3%
8/1/2024 -4.1% -8.3% -1.2%
5/2/2024 2.7% -3.6% 8.0%
2/15/2024 3.5% 15.0% 15.6%
11/2/2023 -1.4% 5.6% 7.5%
8/3/2023 -0.2% 0.3% 5.6%
5/4/2023 7.7% 12.8% 13.9%
2/23/2023 -1.7% -5.7% -17.1%
11/3/2022 -5.2% -5.4% 13.3%
8/4/2022 14.7% 13.1% 22.6%
5/5/2022 -4.7% -15.1% -18.5%
2/24/2022 5.7% 17.1% 8.0%
11/3/2021 -0.3% -12.6% -30.0%
7/29/2021 -0.3% -6.9% -12.1%
4/29/2021 0.6% -3.9% 3.0%
2/25/2021 -4.9% -12.8% -6.6%
11/5/2020 1.3% 0.2% 7.7%
SUMMARY STATS      
# Positive 12 12 15
# Negative 12 12 9
Median Positive 3.2% 7.7% 8.0%
Median Negative -2.9% -6.3% -12.1%
Max Positive 14.7% 17.1% 28.3%
Max Negative -6.5% -15.1% -33.7%
			
		
		
			
				
				 SEC Filings
				Expand for MoreReport Date Filing Date Filing
06/30/2026 07/30/2026 10-Q
03/31/2026 04/29/2026 10-Q
12/31/2025 02/12/2026 10-K
09/30/2025 10/30/2025 10-Q
06/30/2025 07/31/2025 10-Q
03/31/2025 05/01/2025 10-Q
12/31/2024 02/13/2025 10-K
09/30/2024 10/31/2024 10-Q
06/30/2024 08/01/2024 10-Q
03/31/2024 05/02/2024 10-Q
12/31/2023 02/15/2024 10-K
09/30/2023 11/02/2023 10-Q
06/30/2023 08/03/2023 10-Q
03/31/2023 05/04/2023 10-Q
12/31/2022 02/23/2023 10-K
09/30/2022 11/03/2022 10-Q
				Collapse to PreviewReport Date Filing Date Filing
06/30/2026 07/30/2026 10-Q
03/31/2026 04/29/2026 10-Q
12/31/2025 02/12/2026 10-K
09/30/2025 10/30/2025 10-Q
06/30/2025 07/31/2025 10-Q
03/31/2025 05/01/2025 10-Q
12/31/2024 02/13/2025 10-K
09/30/2024 10/31/2024 10-Q
06/30/2024 08/01/2024 10-Q
03/31/2024 05/02/2024 10-Q
12/31/2023 02/15/2024 10-K
09/30/2023 11/02/2023 10-Q
06/30/2023 08/03/2023 10-Q
03/31/2023 05/04/2023 10-Q
12/31/2022 02/23/2023 10-K
09/30/2022 11/03/2022 10-Q
06/30/2022 08/04/2022 10-Q
03/31/2022 05/05/2022 10-Q
12/31/2021 02/24/2022 10-K
09/30/2021 11/03/2021 10-Q
06/30/2021 07/29/2021 10-Q
03/31/2021 04/29/2021 10-Q
12/31/2020 02/25/2021 10-K
09/30/2020 11/05/2020 10-Q
06/30/2020 07/30/2020 10-Q
03/31/2020 04/30/2020 10-Q
12/31/2019 02/19/2020 10-K
09/30/2019 10/31/2019 10-Q
			
		
	

	
		
			
				
				
				    Recent Forward Guidance
				    Updated 10/4/2026
				
				Latest: Q2 2026 Earnings Reported 7/30/2026
				Forward Guidance Guidance Change
Metric Source Low Mid High % Chg % Delta Change Prior
2026 PDUFA goal date for sNDA Reported             
2026 Initiation of Phase 2 portion of AG-236 Reported             
2026 Data from Phase 1b trial of AG-181 Reported             
2028 Advance cevidoplenib into Phase 3 development Reported             
				
Prior: Q1 2026 Earnings Reported 4/29/2026
				Forward Guidance Guidance Change
Metric Source Low Mid High % Chg % Delta Change Prior
Q2 2026 Submit sNDA for mitapivat in sickle cell disease Reported             
2026 Report topline results from Phase 2b trial for tebapivat in LR-MDS Reported             
2026 Report topline results from Phase 2 trial for tebapivat in sickle cell disease Reported           Affirmed Guidance: 0 for 2026

Q4 2025 Earnings Reported 2/12/2026
Forward Guidance Guidance Change
Metric Source Low Mid High % Chg % Delta Change Prior
Q1 2026 Pre-sNDA meeting with FDA for mitapivat in sickle cell disease Reported             
2026 Topline results for Phase 2 tebapivat trial in sickle cell disease Reported             

Q3 2025 Earnings Reported 10/30/2025
Forward Guidance Guidance Change
Metric Source Low Mid High % Chg % Delta Change Prior
2025 RISE UP Phase 3 trial topline results Reported           Affirmed Guidance: 0 for 2025
2026 European Commission decision on PYRUKYND Reported             
2026 Phase 2b tebapivat trial topline results Reported             
			
		
	

	
		
			
				
				
				    Insider Activity
				    Updated 8/6/2026
				
				Expand for More# Owner Title Holding Action Filing Date Price Shares Transacted
Value Value of
Held Shares Form
1 Gheuens, Sarah Chief Medical Officer Direct Sell 8062026 30.48 30,000 914,400 1,665,580 Form
2 Gheuens, Sarah Chief Medical Officer Direct Sell 7022026 37.56 4,007 150,503 3,179,266 Form
3 Burns, James William Chief Legal Officer Direct Sell 4062026 34.71 3,280 113,849 1,711,411 Form
4 Gheuens, Sarah Chief Medical Officer Direct Sell 4062026 34.71 2,940 102,047 2,786,415 Form
5 Jones, Cecilia Chief Financial Officer Direct Sell 4062026 34.71 3,141 109,024 1,908,981 Form
				Collapse to Preview# Owner Title Holding Action Filing Date Price Shares Transacted
Value Value of
Held Shares Form
1 Gheuens, Sarah Chief Medical Officer Direct Sell 8062026 30.48 30,000 914,400 1,665,580 Form
2 Gheuens, Sarah Chief Medical Officer Direct Sell 7022026 37.56 4,007 150,503 3,179,266 Form
3 Burns, James William Chief Legal Officer Direct Sell 4062026 34.71 3,280 113,849 1,711,411 Form
4 Gheuens, Sarah Chief Medical Officer Direct Sell 4062026 34.71 2,940 102,047 2,786,415 Form
5 Jones, Cecilia Chief Financial Officer Direct Sell 4062026 34.71 3,141 109,024 1,908,981 Form
6 Milanova, Tsveta Chief Commercial Officer Direct Sell 4062026 34.71 3,262 113,224 1,625,435 Form
7 Viswanadhan, Krishnan Chief Corp Dev & Strategy Direct Sell 4062026 34.71 2,959 102,707 356,888 Form
8 Goff, Brian Chief Executive Officer Direct Sell 4062026 34.71 19,068 661,850 6,164,635 Form
9 Viswanadhan, Krishnan Chief Corp Dev & Strategy Direct Sell 3092026 27.80 2,959 82,260 142,920 Form
10 Washburn, Theodore James JR Principal Accounting Officer Direct Sell 3052026 28.88 5,272 152,255 25,068 Form
11 Goff, Brian Chief Executive Officer Direct Sell 3032026 28.96 18,055 522,873 4,278,348 Form
12 Burns, James William Chief Legal Officer Direct Sell 3032026 28.96 5,218 151,113 1,000,018 Form
13 Gheuens, Sarah Chief Medical Officer Direct Sell 3032026 28.96 4,055 117,433 1,957,928 Form
14 Jones, Cecilia Chief Financial Officer Direct Sell 3032026 28.96 5,035 145,814 1,123,648 Form
15 Milanova, Tsveta Chief Commercial Officer Direct Sell 3032026 28.96 2,868 83,057 1,123,011 Form
16 Washburn, Theodore James JR Principal Accounting Officer Direct Sell 3032026 28.96 2,223 64,378 75,151 Form
17 Burns, James William Chief Legal Officer Direct Sell 1022026 27.09 2,932 79,428 859,241 Form
18 Goff, Brian Chief Executive Officer Direct Sell 1022026 27.09 18,703 506,664 3,700,033 Form
19 Gheuens, Sarah Chief Medical Officer Direct Sell 1022026 27.09 2,932 79,428 1,755,297 Form
20 Milanova, Tsveta Chief Commercial Officer Direct Sell 1022026 27.09 2,932 79,428 790,757 Form
21 Jones, Cecilia Chief Financial Officer Direct Sell 1022026 27.09 2,932 79,428 1,013,003 Form
22 Scadden, David   Direct Sell 11142025 43.84 200 8,768 771,716 Form
23 Gheuens, Sarah Chief Medical Officer Direct Sell 11132025 43.78 2,454 107,436 2,702,408 Form
24 Gheuens, Sarah Chief Medical Officer Direct Sell 11032025 43.81 200 8,762 2,704,260 Form
25 Gheuens, Sarah Chief Medical Officer Direct Sell 10292025 43.92 3,302 145,024 2,711,050 Form
26 Scadden, David   Direct Sell 10102025 41.00 200 8,200 721,723 Form
27 Scadden, David   Direct Sell 10022025 40.00 200 8,000 704,120 Form
28 Jones, Cecilia Chief Financial Officer Direct Sell 9302025 36.77 3,651 134,247 1,245,400 Form
29 Washburn, Theodore James JR Principal Accounting Officer Direct Sell 9092025 36.87 8,546 315,091 32,003 Form
30 Scadden, David   Direct Sell 8292025 40.00 200 8,000 704,120 Form
31 Goff, Brian Chief Executive Officer Direct Sell 8122025 36.67 11,085 406,487 4,529,772 Form
			
		
	
	
	
		
			
				
				
					Investor Activity (13F)
					Updated Oct 20, 2026
				
				13F holdings as of Mar 31, 2026 (Q1 2026)
				Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
				
					
					
					
					
				
				
					Active Manager Value % of Portfolio Total Positions QoQ Filing
Lynx1 Capital Management LP $88.3 Mil 14.0% 23 ADD +3179.9% 13F
Foresite Capital Management VI LLC $17.8 Mil 3.9% 17 Hold 13F
MPM Bioimpact LLC $44.2 Mil 3.4% 41 Hold 13F
Tetragon Partners GP Ltd $5.6 Mil 1.1% 38 Hold 13F
Frazier Life Sciences Management, L.P. $42.5 Mil 1.1% 38 Hold 13F
					Active Manager Value % of Portfolio Total Positions QoQ Filing
Lynx1 Capital Management LP $88.3 Mil 14.0% 23 ADD +3179.9% 13F
					Active Manager Value % of Portfolio Total Positions QoQ Filing
TCG Crossover Management, LLC $32.2 Mil 1.1% 43 Exited 13F
					Active Manager Value % of Portfolio Total Positions QoQ Filing
Lynx1 Capital Management LP $88.3 Mil 14.0% 23 ADD +3179.9% 13F
MPM Bioimpact LLC $44.2 Mil 3.4% 41 Hold 13F
Frazier Life Sciences Management, L.P. $42.5 Mil 1.1% 38 Hold 13F
Foresite Capital Management VI LLC $17.8 Mil 3.9% 17 Hold 13F
Tetragon Partners GP Ltd $5.6 Mil 1.1% 38 Hold 13F
				
			
		
	
	
	
	
	
	
		
			
				
				 AGIO Trade Sentinel
				
				
					
						
					
					
						
					
					
						
					
					
						
					
				
				
				
				
				
					
						
							
								
									
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								Next 6 months: Risks and Catalysts
								
									
										
											
												
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								Price Intelligence is derived from price-volume pattern analysis only. All moving averages are simple (SMA). Relative strength benchmarked against SPY.
							
						
					
					
				

				
			
		
	
	
	
		
			
				
				
			
		
	
	
		
			
				
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		        Core Cache Last Updated: 10/19/2026

Ticker	Name	Rev Growth 3Y Avg	P/E	1Y	3Y	5Y	5Y Gap
AGIO	Agios Pharmaceuticals	75.5%	-5.0x	-17.6%	63.2%	-23.8%	—
MIRM	Mirum Pharmaceuticals	78.2%	-6.1x	11.8%	184.6%	399.0%	+423pp
INSM	Insmed	76.3%	-23.7x	-42.5%	279.9%	257.7%	+282pp

Industry	Names	1Y med	3Y med	5Y med	Top 3 by 5Y
Health Care Distributors	6	17.3%	53.8%	104.1%	CAH 475% · MCK 411% · COR 199%
Health Care Services	20	17.9%	38.1%	10.3%	HIMS 241% · RDNT 138% · DGX 78%
Managed Health Care	8	39.2%	-2.4%	5.5%	OSCR 111% · HQY 42% · ELV 18%
Health Care Facilities	24	2.2%	14.6%	2.5%	THC 313% · NHC 286% · EHC 137%
Health Care Equipment	50	-2.9%	2.7%	-12.1%	UFPT 363% · GKOS 264% · TMDX 164%
Pharmaceuticals	61	-10.6%	2.1%	-33.0%	LQDA 878% · KNSA 625% · CORT 471%
Health Care Supplies	11	14.2%	-8.8%	-41.7%	LNTH 332% · HAE 71% · MMSI 29%
Life Sciences Tools & Services	109	-12.6%	-13.8%	-66.8%	NTRA 251% · MEDP 234% · IRTC 55%
Biotechnology ←	364	-24.5%	-25.6%	-81.9%	DNTH 1068% · ELVN 940% · ADMA 897%
Health Care Technology	22	-32.8%	-62.7%	-83.8%	VEEV -1% · DOCS -56%

	Title	Date
0	DASHBOARDS
1	Agios Stock (+19%): AQVESME Thalassemia Approval Ignites Re-Rate	12/25/2025
2	Agios Pharmaceuticals Earnings Notes	12/16/2025
3	Would You Still Hold Agios Pharmaceuticals Stock If It Fell Another 30%?	10/17/2025
4	Does Agios Pharmaceuticals Stock Lead the Pack?	08/13/2025
5	Why Agios Pharmaceuticals Stock Moved: AGIO Stock Has Lost 26% Since 2021 Fiscal End, Primarily Due To Unfavorable Change In Price To Sales Multiple (P/S)	08/08/2025
6	AGIO Dip Buy Analysis	07/10/2025
7	Agios Pharmaceuticals Stock Falls 10% In A Single Week, Now Is Not The Time To Buy The Stock	05/16/2025
8	Agios Pharmaceuticals (AGIO) Valuation Ratios Comparison	05/15/2025
9	Agios Pharmaceuticals Total Shareholder Return (TSR): 47.6% in 2024 and 0.0% 3-yr compounded annual returns (below peer average)	03/07/2025
10	Agios Pharmaceuticals (AGIO) Operating Cash Flow Comparison	02/17/2025
11	ARTICLES
12	Market Movers \| Winners: WSHP, SGBX, SEMR \| Losers: IVP, AGIO, TPST	11/20/2025

	AGIO	VRTX	BMRN	ALNY	IONS	RARE	Median
Name	Agios Ph.	Vertex P.	BioMarin.	Alnylam .	Ionis Ph.	Ultragen.
Mkt Price	34.79	503.04	54.55	233.18	44.38	15.01	49.47
Mkt Cap	2.1	127.6	10.6	31.2	7.3	1.5	8.9
Rev LTM	98	12,587	3,407	4,804	874	717	2,140
Op Inc LTM	-459	4,777	149	1,000	-594	-528	-155
FCF LTM	-390	3,796	725	820	-568	-494	167
FCF 3Y Avg	-378	1,957	543	354	-410	-476	-12
CFO LTM	-361	4,293	857	912	-496	-485	248
CFO 3Y Avg	-358	2,398	651	414	-358	-459	28

					Post-Approval Fwd Returns
FDA App #	Brand Name	Generic Name	Dosage Form	FDA Approval	3M Rtn	6M Rtn	1Y Rtn	2Y Rtn	Total Rtn
NDA216196	PYRUKYND	mitapivat sulfate	tablet	2172022	-30.0%	-11.2%	-6.0%	-10.0%	18.5%

$ Mil	2025	2024	2023	2022
Product revenue, net	54	36	27	12
Milestone revenue				2
Total	54	36	27	14

Market Price	$34.90
Market Cap ($ Bil)	2.1
First Trading Date	07/24/2013
Distance from 52W High	-23.3%
	50 Days	200 Days
DMA Price	$33.11	$31.31
DMA Trend	down	up
Distance from DMA	5.4%	11.5%
	3M	1YR
Volatility	46.0%	77.1%
Downside Capture	81.69	30.87
Upside Capture	-26.33	-7.71
Correlation (S&P 500)	0.6%	7.7%

	1M	2M	3M	6M	1Y	3Y
Beta	0.20	0.80	-0.46	-0.07	0.54	0.99
Up Beta	2.66	0.57	-0.50	0.30	1.80	0.93
Down Beta	-1.07	0.37	0.22	0.02	0.18	0.79
Up Capture	5%	120%	-68%	-12%	-0%	109%
Bmk +ve Days	6	16	27	66	132	424
Stock +ve Days	9	24	32	69	132	379
Down Capture	8%	41%	-26%	-23%	30%	104%
Bmk -ve Days	16	26	37	60	120	328
Stock -ve Days	13	18	32	56	119	368

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with AGIO
AGIO	-16.0%	77.1%	0.20	-
Sector ETF (XLV)	25.1%	16.1%	1.19	22.9%
Equity (SPY)	17.1%	12.7%	0.95	7.8%
Gold (GLD)	-4.2%	29.3%	-0.15	5.0%
Commodities (DBC)	52.6%	20.7%	1.93	-5.9%
Real Estate (VNQ)	3.9%	13.7%	0.03	14.8%
Bitcoin (BTCUSD)	-24.8%	43.7%	-0.53	6.1%

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with AGIO
AGIO	-4.6%	59.9%	0.18	-
Sector ETF (XLV)	8.6%	15.2%	0.36	32.2%
Equity (SPY)	13.5%	17.1%	0.60	34.1%
Gold (GLD)	18.3%	18.9%	0.78	5.5%
Commodities (DBC)	9.8%	19.5%	0.38	-0.0%
Real Estate (VNQ)	1.3%	18.8%	-0.04	29.1%
Bitcoin (BTCUSD)	7.2%	51.8%	0.32	19.6%

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with AGIO
AGIO	-4.0%	56.3%	0.17	-
Sector ETF (XLV)	11.2%	16.7%	0.55	36.3%
Equity (SPY)	15.3%	17.9%	0.72	36.4%
Gold (GLD)	12.2%	16.4%	0.61	4.7%
Commodities (DBC)	8.3%	18.1%	0.37	8.1%
Real Estate (VNQ)	5.1%	20.7%	0.21	25.4%
Bitcoin (BTCUSD)	63.0%	66.2%	1.03	10.1%

Short Interest: As Of Date	9302026
Short Interest: Shares Quantity	7.0 Mil
Short Interest: % Change Since 9152026	-7.2%
Average Daily Volume	1.1 Mil
Days-to-Cover Short Interest	6.4 days
Basic Shares Quantity	59.5 Mil
Short % of Basic Shares	11.8%

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
7/30/2026	-6.5%	-9.4%	-2.1%
4/29/2026	13.1%	9.7%	22.7%
2/12/2026	1.3%	3.1%	0.5%
10/30/2025	2.9%	-3.5%	-33.7%
7/31/2025	-0.9%	0.5%	1.7%
5/1/2025	4.2%	-5.0%	8.1%
2/13/2025	1.5%	2.9%	-5.7%
10/31/2024	-4.0%	11.4%	28.3%
...
SUMMARY STATS
# Positive	12	12	15
# Negative	12	12	9
Median Positive	3.2%	7.7%	8.0%
Median Negative	-2.9%	-6.3%	-12.1%
Max Positive	14.7%	17.1%	28.3%
Max Negative	-6.5%	-15.1%	-33.7%

Report Date	Filing Date	Filing
06/30/2026	07/30/2026	10-Q
03/31/2026	04/29/2026	10-Q
12/31/2025	02/12/2026	10-K
09/30/2025	10/30/2025	10-Q
06/30/2025	07/31/2025	10-Q
03/31/2025	05/01/2025	10-Q
12/31/2024	02/13/2025	10-K
09/30/2024	10/31/2024	10-Q
06/30/2024	08/01/2024	10-Q
03/31/2024	05/02/2024	10-Q
12/31/2023	02/15/2024	10-K
09/30/2023	11/02/2023	10-Q
06/30/2023	08/03/2023	10-Q
03/31/2023	05/04/2023	10-Q
12/31/2022	02/23/2023	10-K
09/30/2022	11/03/2022	10-Q

Forward Guidance					Guidance Change
Metric	Source	Low	Mid	High	% Chg	% Delta	Change	Prior
2026 PDUFA goal date for sNDA	Reported
2026 Initiation of Phase 2 portion of AG-236	Reported
2026 Data from Phase 1b trial of AG-181	Reported
2028 Advance cevidoplenib into Phase 3 development	Reported

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Gheuens, Sarah	Chief Medical Officer	Direct	Sell	8062026	30.48	30,000	914,400	1,665,580	Form
2	Gheuens, Sarah	Chief Medical Officer	Direct	Sell	7022026	37.56	4,007	150,503	3,179,266	Form
3	Burns, James William	Chief Legal Officer	Direct	Sell	4062026	34.71	3,280	113,849	1,711,411	Form
4	Gheuens, Sarah	Chief Medical Officer	Direct	Sell	4062026	34.71	2,940	102,047	2,786,415	Form
5	Jones, Cecilia	Chief Financial Officer	Direct	Sell	4062026	34.71	3,141	109,024	1,908,981	Form

Active Manager	Value	% of Portfolio	Total Positions	QoQ	Filing
Lynx1 Capital Management LP	$88.3 Mil	14.0%	23	ADD +3179.9%	13F
Foresite Capital Management VI LLC	$17.8 Mil	3.9%	17	Hold	13F
MPM Bioimpact LLC	$44.2 Mil	3.4%	41	Hold	13F
Tetragon Partners GP Ltd	$5.6 Mil	1.1%	38	Hold	13F
Frazier Life Sciences Management, L.P.	$42.5 Mil	1.1%	38	Hold	13F

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7	FinViz

Agios Pharmaceuticals (AGIO)

Market Price (10/20/2026): $34.79 | Market Cap: $2.1 BilSector: Health Care | Industry: Biotechnology

Agios Pharmaceuticals (AGIO)

Market Price (10/20/2026): $34.79Market Cap: $2.1 BilSector: Health CareIndustry: Biotechnology

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

AGIO in ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

Stock Movement Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Return vs. Risk

Price Returns Compared

How Low Can It Go

In The Past

Preserve Wealth

Asset Allocation

In The Past

Preserve Wealth

Asset Allocation

About Agios Pharmaceuticals (AGIO)

Key Business Risks for Agios Pharmaceuticals (AGIO)

Expected Drivers of Future Revenue Growth for Agios Pharmaceuticals (AGIO)

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Interactive Breakdown

Better Bets vs. Agios Pharmaceuticals (AGIO)

INDUSTRY: Biotechnology

Higher Rev Chg 3Y Avg | Lower P/S (Values for AGIO: 75.5% | 21.1x)

Higher Rev Chg LTM (Value for AGIO: 140.6%)

Higher Rev Chg 3Y Avg (Value for AGIO: 75.5%)

Higher Op Mgn LTM (Value for AGIO: -466.8%)

Higher CFO/Rev LTM (Value for AGIO: -366.7%)

Higher FCF/Rev LTM (Value for AGIO: -396.8%)

Higher Total Yield (Value for AGIO: -19.8%)

SECTOR: Health Care

Higher Rev Chg 3Y Avg | Lower P/S (Values for AGIO: 75.5% | 21.1x)

Higher Rev Chg LTM (Value for AGIO: 140.6%)

Higher Rev Chg 3Y Avg (Value for AGIO: 75.5%)

Higher Op Mgn LTM (Value for AGIO: -466.8%)

Higher CFO/Rev LTM (Value for AGIO: -366.7%)

Higher FCF/Rev LTM (Value for AGIO: -396.8%)

Higher Total Yield (Value for AGIO: -19.8%)

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for AGIO: 75.5% | 21.1x)

Higher Rev Chg LTM (Value for AGIO: 140.6%)

Higher Rev Chg 3Y Avg (Value for AGIO: 75.5%)

Higher Op Mgn LTM (Value for AGIO: -466.8%)

Higher CFO/Rev LTM (Value for AGIO: -366.7%)

Higher FCF/Rev LTM (Value for AGIO: -396.8%)

Higher Total Yield (Value for AGIO: -19.8%)

Best Bets in Health Care

P/EBIT (Value for AGIO: -4.5x)

P/E (Value for AGIO: -5.0x)

Rev Chg 3Y Avg (Value for AGIO: 75.5%)

Rev Chg LTM (Value for AGIO: 140.6%)

Rev Chg Q (Value for AGIO: 259.3%)

FCF/Rev 3Y Avg (Value for AGIO: -820.0%)

Peer Outperformance in Biotechnology

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Market Price (10/20/2026): $34.79
Market Cap: $2.1 Bil
Sector: Health Care
Industry: Biotechnology