Agios 2025 product revenue beats analyst estimates

Reuters
Feb 12
Agios 2025 product revenue beats analyst estimates

Overview

  • Biopharmaceutical firm's 2025 product revenue beat analyst expectations

  • Company reported net loss of $108 mln for Q4 2025

  • Company holds $1.2 bln in cash and equivalents as of Dec 31, 2025

Outlook

  • Agios expects topline results from Phase 2 tebapivat trial in H2 2026

  • Company to have pre-sNDA meeting with FDA for mitapivat in Q1 2026

  • Agios plans high-impact U.S. launch of AQVESME in 2026

Result Drivers

  • PYRUKYND REVENUE GROWTH - U.S. net revenue for PYRUKYND increased 49% YoY in Q4 2025, driven by commercial focus on PK deficiency and favorable adjustments

  • AQVESME LAUNCH - AQVESME approved by FDA for thalassemia and launched in U.S., contributing to positive market response

  • CLINICAL ADVANCEMENTS - Agios advancing clinical programs in sickle cell disease and other rare diseases, with upcoming regulatory and trial milestones

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

FY Product Revenue

Beat

$54.03 mln

$45.74 mln (10 Analysts)

FY Net Income

-$412.78 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the biotechnology & medical research peer group is "buy"

  • Wall Street's median 12-month price target for Agios Pharmaceuticals Inc is $38.00, about 37.1% above its February 11 closing price of $27.71

Press Release: ID:nGNX1Zq1Nm

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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