AGIOS PHARMACEUTICALS, INC.
No enriched coverage for $AGIO in the last 7 days.
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.
Disc Medicine (IRON) surged 38.86% to $78.93, leading healthcare gains. Cleveland-Cliffs (CLF) rose 16.34% to $14.10 in materials. Almonty Industries (ALM) fell 10.17% to $8.83, among notable decliners.
The FDA is expected to make key decisions in October on drugs from GSK, Inovio Pharmaceuticals, Agios, and Sun Pharma. GSK's Bepirovirsen for hepatitis B has a decision date of October 26, supported by Phase 3 trials showing a 19% functional cure rate. Inovio's INO-3107 for respiratory papillomatosis is up for review on October 30, with 81.3% of patients requiring fewer surgeries post-treatment.
Recent AGIO coverage spans financial news, earnings and regulation.
In the last 30 days, AGIO insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($75K). The most active reporter was Gheuens Sarah, Chief Medical Officer, with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Priority Review adds upside potential ahead of the November decision.
Modest gain with no disclosed catalyst.
Positive decision may drive share gains; negative outcome could depress the stock.
Analyst reiteration is supported by a fresh FDA process update (priority review) and a quantified commercial opportunity thesis for mitapivat.
AGIO’s setup is more bullish than the consensus label suggests, with Buy reiterations and a large implied upside to average PT.
AlphAI scores every news story that mentions AGIO with an AI model for sentiment and relevance, and aggregates insider trades from AGIOS PHARMACEUTICALS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
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.
2 min readDisc Medicine (IRON) surged 38.86% to $78.93, leading healthcare gains. Cleveland-Cliffs (CLF) rose 16.34% to $14.10 in materials. Almonty Industries (ALM) fell 10.17% to $8.83, among notable decliners.
2 min readThe FDA is expected to make key decisions in October on drugs from GSK, Inovio Pharmaceuticals, Agios, and Sun Pharma. GSK's Bepirovirsen for hepatitis B has a decision date of October 26, supported by Phase 3 trials showing a 19% functional cure rate. Inovio's INO-3107 for respiratory papillomatosis is up for review on October 30, with 81.3% of patients requiring fewer surgeries post-treatment.
2 min readCantor Fitzgerald reiterated an Overweight rating on Agios Pharma (AGIO). The FDA granted mitapivat’s supplemental NDA priority review and said no advisory committee is needed. Cantor estimates the thalassemia opportunity at about $500 million U.S. and $800 million worldwide, supporting an EV near $1 billion. Agios reported Q2 revenue $44.74M vs $26.57M estimate.
3 min readAnalysts issued new ratings for GE Healthcare Technologies (GEHC), Vertex Pharmaceuticals (VRTX) and Agios Pharma (AGIO). Bank of America kept GEHC at Hold with a $74 target; consensus is Moderate Buy at $79.07. Truist reiterated Buy on VRTX with consensus Strong Buy at $562.19. Truist reiterated Buy on AGIO; consensus Moderate Buy targets $41.33.
2 min readGheuens Sarah (Chief Medical Officer) sold 30,000 shares of AGIOS PHARMACEUTICALS, INC. (AGIO) at $30.48 ($0.91M total) on 2026-08-04 under a Rule 10b5-1 trading plan.
2 min readAGIOS 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
6 min readZacks Investment Research says Agios Pharmaceuticals (AGIO) is expected to report Q2 results on July 30. Consensus calls for a quarterly loss of $1.86 per share, up 3.6% YoY, and revenue of $22.68 million, up 82.2%. Zacks reports an Earnings ESP of +12.67% and a Zacks Rank of #3, implying a likely EPS beat.
5 min readAgios Pharmaceuticals (AGIO) is scheduled to report Q2 2026 results on July 30 before market open, with earnings released at 6:30 AM ET. The consensus estimate cited for Q2 2026 is revenue of $26.07 million and EPS of -$1.66.
1 min readStocks rose as chipmakers and AI-infrastructure shares gained. The iShares Semiconductor ETF (SOXX) was up over 4%, with Teradyne (TER), Western Digital (WDC), Micron (MU), and Applied Materials (AMAT) among the biggest gainers. Rates moved with 10-year yields around 4.62% amid oil-led inflation expectations. Several companies reported earnings, including 3M, Hasbro, and General Motors.
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