The strong revenue beat and pipeline catalysts (sNDA submission, tebapivat data) support a positive outlook. Monitor upcoming regulatory milestones and clinical readouts for sustained momentum.
Price Chart
Executive Summary
Agios Pharmaceuticals reported Q1 2026 revenue of $20.7M (beat $13.6M consensus by 53%) and EPS of -$1.69 (beat -$1.79 consensus by 5.6%), driven by the U.S. launch of AQVESME in thalassemia. The company plans to submit an sNDA for mitapivat in sickle cell disease in Q2 2026 and has $1.0B cash to fund operations.
Key Financial Metrics
Key Facts
- Total revenue $20.7M vs $8.7M YoY (up 138%)
- U.S. AQVESME launch generated 242 prescriptions as of March 31, 2026
- EPS -$1.69 vs consensus -$1.79 (beat)
- Cash and securities $1.045B (down from $1.164B at Dec 2025)
- Plans to submit sNDA for mitapivat in sickle cell disease in Q2 2026
- Phase 2b tebapivat readout in LR-MDS expected H1 2026
Financial Impact
Revenue beat by $7.1M (53%), product revenue nearly tripled YoY; net loss widened to $99.1M from $89.3M
Risk Factors
- Execution risk in commercial launch and regulatory submissions
- Cash burn remains high with no near-term profitability
- Competition in thalassemia and sickle cell disease
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3283559 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 144 | $36.85 | awaiting T+60 | — | $38.03 (+3.20%) |
Oct 22, 2026 4d ago | 144 | $37.00 | awaiting T+60 | — | $38.03 (+2.78%) |
Aug 6, 2026 11w ago | Institutional Cluster | $31.95 | awaiting T+60 | — | $38.03 (+19.03%) |
Jul 30, 2026 12w ago | 8-K | $32.75 $37.00 | ▲ +12.98% | ▲ +10.51% | $38.03 (+16.12%) |
Jul 30, 2026 12w ago | Press Release | $32.75 $37.00 | ▲ +12.98% | ▲ +10.51% | $38.03 (+16.12%) |
Jul 7, 2026 16w ago | Press Release | $44.01 $33.25 | ▼ −24.45% | ▼ −26.44% | $38.03 (−13.59%) |
Jun 29, 2026 17w ago | Press Release | $38.04 $34.97 | ▼ −8.07% | ▼ −12.46% | $38.03 (−0.03%) |
Jun 18, 2026 18w ago | 8-K | $35.10 $32.81 | ▼ −6.52% | ▼ −8.27% | $38.03 (+8.35%) |
Jun 13, 2026 19w ago | Press Release | $31.82 $34.63 | ▲ +8.83% | ▲ +7.83% | $38.03 (+19.52%) |
Jun 1, 2026 21w ago | Press Release | $28.00 $33.90 | ▲ +21.07% | ▲ +19.84% | $38.03 (+35.82%) |
US Market Status
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