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Agios Pharma (AGIO)
NASDAQ:AGIO
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-1.79Last Year’s EPS
-1.55Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial and pipeline momentum: notable Q4 revenue growth (86% YoY), Afesmi U.S. approval and an encouraging early launch (44 prescriptions in five weeks), a robust near-term catalyst calendar, and a healthy balance sheet (~$1.2B). Offsetting risks include near-term revenue timing delays (10–12 week conversion from script to treatment), anticipated sequential U.S. revenue decline into early 2026 due to ordering and inventory dynamics, sizeable R&D/SG&A spend without a specific profitability timetable, and regulatory uncertainty around the sickle cell approval pathway. Overall, the positives (approval, growth, cash runway, and multiple upcoming data readouts) outweigh the operational and timing headwinds, supporting an optimistic outlook.Company Guidance
Strong Q4 and Full-Year Revenue Growth
Q4 worldwide Pyrukynd revenue of $20,000,000, up 86% year-over-year and up 55% sequentially from $13,000,000; full year 2025 revenue of $54,000,000.
Afesmi U.S. Approval and Launch
FDA approval for Afesmi in thalassemia (Dec 23, 2025) with REMS implemented late January 2026 and initial dispensing underway.
Early Afesmi Commercial Traction
44 prescriptions written by REMS-certified U.S. physicians in first five weeks (through Jan 30); early prescribers show broad geographic distribution and predominance of community physicians, with initial patient mix of transfusion-dependent and engaged non–transfusion-dependent patients.
Solid Balance Sheet and Financial Flexibility
Cash, cash equivalents and marketable securities of approximately $1,200,000,000 at year-end, providing runway to support Afesmi launch, sickle cell regulatory path and pipeline advancement.
Robust Pipeline with Multiple 2026 Catalysts
Key near-term catalysts: pre-sNDA meeting for mitapivat in sickle cell (Q1 2026); tebipivat Phase II top-line in lower-risk MDS (H1 2026) and Phase II sickle cell top-line (H2 2026); AG-236 Phase I top-line (H1 2026); initiation of AG-181 Phase 1b in PKU.
Commercial and Access Preparations
Single specialty pharmacy dispensing model and MyAgios patient support program in place; pharmacy education component of REMS completed; gross-to-net assumptions for thalassemia aligned with PK deficiency (~10%–20%).
Revenue Guidance and Operating Discipline
Company expects 2026 U.S. PK deficiency revenue of $45,000,000–$50,000,000 and anticipates operating expenses roughly flat with 2025, emphasizing disciplined capital allocation and a stated path to profitability.
AGIO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AGIO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $27.71 | $28.07 | +1.30% |
Oct 30, 2025 | $41.96 | $43.18 | +2.91% |
Jul 31, 2025 | $37.54 | $37.22 | -0.85% |
May 01, 2025 | $29.69 | $30.94 | +4.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Agios Pharma (AGIO) report earnings?
Agios Pharma (AGIO) is schdueled to report earning on Apr 30, 2026, TBA (Confirmed).
What is Agios Pharma (AGIO) earnings time?
Agios Pharma (AGIO) earnings time is at Apr 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AGIO EPS forecast?
AGIO EPS forecast for the fiscal quarter 2026 (Q1) is -1.79.