TD Cowen analyst Marc Frahm has maintained their bullish stance on AGIO stock, giving a Buy rating today.
Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
Marc Frahm has given his Buy rating due to a combination of factors, including a stronger-than-expected Q4 revenue performance and a solid cash position that supports ongoing development. He highlights the early launch momentum of Aqvesme in thalassemia, where the REMS program is now active, prescriptions are already translating into initial demand, and pricing and uptake trends support his valuation work.
He also points to a rich upcoming clinical catalyst path, with an SCD pre-sNDA meeting targeted for Q1 2026 that could open an additional value-creating indication. Further data readouts across tebapivat, AG-236, and AG-181 over 2026 provide multiple shots on goal, and his sum-of-the-parts analysis already supports upside to $35 per share even before assigning value to the SCD opportunity, reinforcing his favorable risk‑reward view.
According to TipRanks, Frahm is a 5-star analyst with an average return of 18.0% and a 51.48% success rate. Frahm covers the Healthcare sector, focusing on stocks such as Incyte, Agios Pharma, and Kymera Therapeutics.
In another report released today, H.C. Wainwright also maintained a Buy rating on the stock with a $65.00 price target.