Agios Pharma (AGIO)
NASDAQ:AGIO
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Earnings Data
Report Date
Jul 30, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-1.61Last Year’s EPS
-1.93Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong early commercial momentum and significant regulatory and pipeline progress—highlighted by 138% YoY revenue growth, a successful AQVESME U.S. launch with 242 prescriptions, planned sNDA submission for mitapivat in sickle cell disease, and a robust cash position (> $1B). Offsetting items included rising R&D and SG&A spend, limited ex‑U.S. revenue and quarter‑to‑quarter variability, a prescription‑to‑initiation lag as launch broadens, a 60% lower tebapivat exposure signal in low‑risk MDS necessitating higher‑dose evaluation, and some regulatory/competitive uncertainty that will need to be resolved by upcoming data and confirmatory trials. Overall, the positives (strong growth, launch execution, regulatory progress and ample liquidity) materially outweigh the near‑term challenges and risks.Company Guidance
Strong Revenue Growth
Delivered $20.7 million in net revenues in Q1 2026, representing 138% year‑over‑year growth; U.S. sales accounted for $18.8 million (≈90.8% of total) with $1.9 million ex‑U.S.
Successful U.S. Launch of AQVESME in Thalassemia
U.S. commercial launch executed with REMS fully operational end of January; 242 prescriptions written by REMS‑certified physicians as of March 31 (up from 44 as of Jan 31), early broad geographic and community prescriber adoption, smooth REMS onboarding and effective patient support driving strong initial demand.
Regulatory Progress for Mitapivat in Sickle Cell Disease
Completed pre‑sNDA meeting with FDA and plan to submit sNDA under the U.S. accelerated approval pathway in Q2 2026; formal/informal engagements progressed and confirmatory trial design aligned to operational feasibility and probability of success.
Robust Balance Sheet and Expense Discipline
Ended the quarter with over $1.0 billion in cash, cash equivalents and marketable securities; company expects 2026 operating expenses to be approximately flat versus 2025 (guidance of ~0% change) to support disciplined investment while maximizing portfolio value.
Pipeline and Upcoming Catalysts
Multiple near‑ and mid‑term catalysts: Phase IIb top line data for tebapivat in low‑risk MDS expected H1 2026 and Phase II sickle cell data H2 2026; Phase I healthy volunteer top line for AG‑236 in H1 and Phase Ib proof‑of‑mechanism for AG‑181 in PKU in H2; pediatric mitapivat trials (ENERGIZE‑KidsT and ENERGIZE‑Kids) planned/initiated.
Encouraging Early Tebapivat Signals
Tebapivat demonstrated a long half‑life (~87–93 hours) and pharmacodynamic durability, and showed a mean hemoglobin increase of 1.9 g/dL at the 5 mg once‑daily dose in early data, suggesting potential for meaningful clinical benefit.
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 |
|---|---|---|---|
Apr 29, 2026 | $24.80 | $28.05 | +13.10% |
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% |
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 Jul 30, 2026, TBA (Confirmed).
What is Agios Pharma (AGIO) earnings time?
Agios Pharma (AGIO) earnings time is at Jul 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 (Q2) is -1.61.