Gheuens Sarah sold $75K of AGIO

Disc Medicine's Phase 3 trial for a rare light-sensitivity disorder met all endpoints, shares rose 38.86%. Silence Therapeutics agreed to a $1.3B acquisition by Merck KGaA at a 130% premium, shares up 125.58%. Other rare blood disorder-focused companies also saw gains. Disc plans FDA resubmission by 2026 end, Silence deal expected Q1 2027.

AGIOS PHARMACEUTICALS, INC. (AGIO) filed an SEC Form 8-K — Results of Operations and Financial Condition. Agios Reports Second Quarter 2026 Financial Results and Provides Business Update • Mitapivat (PYRUKYND® and AQVESME™) delivered worldwide net revenues of $44.7 million in the second quarter of 2026, compared to $12.5 million in the second quarter of 2025 • Strong U.S. commercial

Stocks rose as chipmakers and AI-infrastructure shares rebounded. The iShares Semiconductor ETF (SOXX) gained over 3%, while Sandisk (SNDK), Micron (MU), Western Digital (WDC), and others rose. Bitcoin hit a 1-month high, lifting Coinbase (COIN) and Circle (CRCL). Hasbro (HAS) reported Q2 net revenue $1.14B and raised guidance; 3M (MMM) beat EPS and lifted outlook.

Agios Pharmaceuticals said it will discontinue development of its sickle cell disease treatment tebapivat after a mid-stage trial showed limited differentiation despite improvements in hemoglobin and hemolysis across doses. Shares fell about 4%. Agios said it will focus on mitapivat, with an FDA target action date of Nov. 1 for sickle cell.

Agios Pharmaceuticals (NASDAQ:AGIO) reported Phase 2 top-line results for tebapivat in sickle cell disease. The 12-week study (59 patients) showed hemoglobin and hemolysis improvements across doses, with 43.8% to 47.1% meeting a primary hemoglobin response versus 33.3% on placebo. Agios said it will stop development because results did not provide sufficient clinical differentiation. AGIO shares were down 7.11% to $37.21.

Agios Pharmaceuticals (NASDAQ:AGIO) shares fell 14% after the company said it will stop developing tebapivat for sickle cell disease based on Phase 2 results. In 59 patients, hemoglobin response rates were 43.8% (2.5 mg), 47.1% (5.0 mg), 29.4% (7.5 mg) versus 33.3% placebo. Agios remains focused on mitapivat, under FDA Priority Review, with a Nov 1, 2026 PDUFA date.