Agios Pharmaceuticals, Inc.
In the published model solve dated 2026-Q2, anchored at $31.72, Agios Pharmaceuticals, Inc. (AGIO) is priced for today's economics sustained for ~13.6 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Mitapivat is now selling under two brand names in two diseases, and U.S. net product revenue more than doubled to $18.8 million in the first quarter of 2026 from $8.7 million a year earlier on the late-January launch of AQVESME in thalassemia. [Source: Q1 2026 earnings release, April 29, 2026] • The single largest dated event ahead is the FDA decision on mitapivat in sickle cell disease, which carries a goal date of November 1, 2026 under Priority Review. [Source: company announcement, 2026] •
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222 institutional managers reported holding AGIO in 13F filings for the quarter ended 2026-03-31. 29 opened new positions that quarter. Held by BlackRock, Vanguard Group, Farallon Capital, among others. On the short side, 6.9M shares were sold short as of the 2026-06-15 count, about 12% of shares outstanding (6.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AGIO has cut its share count 3.7% over the past five years, spending $273.44M on repurchases. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at AGIO over the trailing three years. Absence is a fact about the company, not a signal. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AGIO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -2.0% | -5.7% |
| 2023-11-03 | +5.6% | +2.9% |
| 2024-02-16 | +2.4% | +11.4% |
| 2024-05-03 | +2.6% | +23.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AGIO's latest 8-K filings: 2026-07-30 (items 2.02, 9.01); 2026-06-18 (items 5.02, 5.07, 9.01); 2026-04-29 (items 2.02, 9.01); 2026-02-12 (items 2.02, 9.01); 2026-01-12 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.