Agios Pharmaceuticals reports FDA still reviewing its mitapivat application for thalassemia treatments, with no decision yet.
Quiver AI Summary
Agios Pharmaceuticals announced that the FDA has not yet made a decision on its supplemental New Drug Application for mitapivat, which is intended for treating adult patients with non-transfusion-dependent and transfusion-dependent thalassemia. The application remains under review, with a goal date of December 7, 2025, as set by the FDA. Agios is working closely with the FDA to complete necessary documentation but has not submitted any new safety or efficacy data. The company aims to expedite the review process, but the FDA has not provided a timeline for the decision. Agios focuses on innovative treatments for rare diseases and collaborates with communities to meet the needs of patients.
Potential Positives
- The FDA's ongoing review of the supplemental New Drug Application (sNDA) for mitapivat indicates that the application is still under consideration, which suggests potential positive outcomes for the product.
- Agios is actively collaborating with the FDA to finalize important documentation, showcasing their commitment to regulatory compliance and partnership.
- The absence of a request for additional efficacy or safety data from the FDA may imply that the initial submissions were satisfactory, potentially streamlining the review process.
Potential Negatives
- The FDA has not issued a regulatory decision on the supplemental New Drug Application (sNDA) for mitapivat, which may lead to investor uncertainty and impact the company's stock performance.
- There is no provided timeline for the FDA's regulatory decision, which can raise questions about the efficacy and safety of the product in development.
- The lack of new or additional efficacy or safety data submitted to the FDA may suggest potential deficiencies in the existing data supporting mitapivat's approval, posing risks for future commercialization.
FAQ
What is the status of Agios Pharmaceuticals' sNDA for mitapivat?
The sNDA for mitapivat is under active review by the FDA, with no regulatory decision yet issued.
When was the PDUFA goal date for mitapivat?
The Prescription Drug User Fee Act (PDUFA) goal date for mitapivat was December 7, 2025.
Is there any new data required for the sNDA review?
The FDA has not requested any new efficacy or safety data from Agios regarding the sNDA.
How is Agios collaborating with the FDA?
Agios is working closely with the FDA to finalize labeling documents and Risk Evaluation and Mitigation Strategy (REMS) materials.
What does Agios focus on in its mission?
Agios focuses on developing innovative medicines for patients with rare diseases, emphasizing partnerships for effective solutions.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$AGIO Insider Trading Activity
$AGIO insiders have traded $AGIO stock on the open market 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $AGIO stock by insiders over the last 6 months:
- BRIAN GOFF (Chief Executive Officer) has made 0 purchases and 3 sales selling 29,785 shares for an estimated $1,033,684.
- SARAH GHEUENS (Chief Medical Officer) has made 0 purchases and 7 sales selling 24,870 shares for an estimated $951,180.
- THEODORE JAMES JR. WASHBURN (Principal Accounting Officer) sold 8,546 shares for an estimated $315,091
- CECILIA JONES (Chief Financial Officer) has made 0 purchases and 2 sales selling 5,431 shares for an estimated $193,948.
- JAMES WILLIAM BURNS (Chief Legal Officer) sold 2,799 shares for an estimated $93,878
- TSVETA MILANOVA (Chief Commercial Officer) sold 2,770 shares for an estimated $92,905
- DAVID SCADDEN has made 0 purchases and 4 sales selling 2,000 shares for an estimated $80,968.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$AGIO Revenue
$AGIO had revenues of $12.9M in Q3 2025. This is an increase of 43.69% from the same period in the prior year.
You can track AGIO financials on Quiver Quantitative's AGIO stock page.
$AGIO Hedge Fund Activity
We have seen 109 institutional investors add shares of $AGIO stock to their portfolio, and 126 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP added 2,049,287 shares (+485.5%) to their portfolio in Q3 2025, for an estimated $82,258,380
- PARADIGM BIOCAPITAL ADVISORS LP added 1,531,044 shares (+134.0%) to their portfolio in Q3 2025, for an estimated $61,456,106
- POLAR CAPITAL HOLDINGS PLC removed 1,002,036 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $33,327,717
- JPMORGAN CHASE & CO removed 844,317 shares (-82.2%) from their portfolio in Q3 2025, for an estimated $33,890,884
- TCG CROSSOVER MANAGEMENT, LLC added 733,038 shares (+105.2%) to their portfolio in Q3 2025, for an estimated $29,424,145
- PRICE T ROWE ASSOCIATES INC /MD/ removed 617,311 shares (-27.1%) from their portfolio in Q3 2025, for an estimated $24,778,863
- CITADEL ADVISORS LLC removed 589,488 shares (-54.5%) from their portfolio in Q3 2025, for an estimated $23,662,048
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$AGIO Analyst Ratings
Wall Street analysts have issued reports on $AGIO in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 11/26/2025
- Truist Securities issued a "Buy" rating on 11/24/2025
- B of A Securities issued a "Buy" rating on 11/20/2025
- Leerink Partners issued a "Outperform" rating on 11/20/2025
- HC Wainwright & Co. issued a "Buy" rating on 11/20/2025
- Scotiabank issued a "Sector Outperform" rating on 07/28/2025
To track analyst ratings and price targets for $AGIO, check out Quiver Quantitative's $AGIO forecast page.
$AGIO Price Targets
Multiple analysts have issued price targets for $AGIO recently. We have seen 9 analysts offer price targets for $AGIO in the last 6 months, with a median target of $32.0.
Here are some recent targets:
- Samantha Semenkow from Citigroup set a target price of $38.0 on 11/26/2025
- Gregory Renza from Truist Securities set a target price of $32.0 on 11/24/2025
- Tessa Romero from JP Morgan set a target price of $20.0 on 11/21/2025
- Emily Bodnar from HC Wainwright & Co. set a target price of $48.0 on 11/20/2025
- Greg Harrison from B of A Securities set a target price of $32.0 on 11/20/2025
- Andrew Berens from Leerink Partners set a target price of $34.0 on 11/20/2025
- Salveen Richter from Goldman Sachs set a target price of $25.0 on 11/20/2025
Full Release
CAMBRIDGE, Mass., Dec. 08, 2025 (GLOBE NEWSWIRE) -- Agios Pharmaceuticals, Inc. (Nasdaq: AGIO), a commercial-stage biopharmaceutical company focused on delivering innovative medicines for patients with rare diseases, today announced that the U.S. Food and Drug Administration (FDA) has not yet issued a regulatory decision on the supplemental New Drug Application (sNDA) for mitapivat for the treatment of adult patients with non-transfusion-dependent and transfusion-dependent alpha- or beta-thalassemia and that the sNDA remains under active review. The Prescription Drug User Fee Act (PDUFA) goal date issued by the FDA was December 7, 2025.
Agios is collaborating closely with the FDA to finalize the labeling documents and Risk Evaluation and Mitigation Strategy (REMS) materials. The FDA has not requested, and the company has not submitted, any new or additional efficacy or safety data.
The FDA has not provided a timeline for its regulatory decision. Agios continues to work expeditiously with the FDA to conclude the review of the sNDA.
About Agios: Fueled by Connections to Transform Rare Diseases™
At Agios, our vision is to redefine the future of rare disease treatment. Fueled by connections, we build trusted partnerships with communities – collaborating to develop and deliver innovative medicines that have the potential to transform lives. With a foundation in hematology, we combine biological expertise with real-world insights to advance a growing pipeline of rare disease medicines that reflect the priorities of the people we serve. Agios is a commercial-stage biopharmaceutical company headquartered in Cambridge, Massachusetts. To learn more, visit
www.agios.com
and follow us on
LinkedIn
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Cautionary Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. Such forward-looking statements include those regarding the potential benefits of Agios’ products, including mitapivat, its interactions with regulators, including the FDA, and its strategic plans and focus. The words “anticipate,” “expect,” “goal,” “hope,” “milestone,” “plan,” “potential,” “possible,” “strategy,” “will,” “vision,” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Such statements are subject to numerous important factors, risks and uncertainties that may cause actual events or results to differ materially from Agios’ current expectations and beliefs. For example, there can be no guarantee that any product candidate Agios is developing will successfully commence or complete necessary preclinical and clinical development phases, or that development of any of Agios’ product candidates will successfully continue. There can be no guarantee that any positive developments in Agios’ business will result in stock price appreciation. Management's expectations and, therefore, any forward-looking statements in this press release could also be affected by risks and uncertainties relating to a number of other important factors, including, without limitation: the content and timing of decisions made by the U.S. FDA, the EMA or other regulatory authorities, investigational review boards at clinical trial sites and publication review bodies; Agios’ results of clinical trials and preclinical studies, including subsequent analysis of existing data and new data received from ongoing and future studies; risks and uncertainties related to the impact of pandemics or other public health emergencies to Agios’ business, operations, strategy, goals and anticipated milestones, including its ongoing and planned research activities, ability to conduct ongoing and planned clinical trials, clinical supply of current or future drug candidates, commercial supply of current or future approved products, and launching, marketing and selling current or future approved products; Agios’ ability to obtain and maintain requisite regulatory approvals and to enroll patients in its planned clinical trials; unplanned cash requirements and expenditures; competitive factors; Agios' ability to obtain, maintain and enforce patent and other intellectual property protection for any product candidates it is developing; Agios’ ability to establish and maintain key collaborations; uncertainty regarding any royalty payments related to the sale of its oncology business or any milestone or royalty payments related to its in-licensing of AG-236, and the uncertainty of the timing of any such payments; uncertainty of the results and effectiveness of the use of Agios’ cash and cash equivalents; and general economic and market conditions. These and other risks are described in greater detail under the caption "Risk Factors" included in Agios’ public filings with the Securities and Exchange Commission. Any forward-looking statements contained in this press release speak only as of the date hereof, and Agios expressly disclaims any obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
Contacts:
Investor Contact
Morgan Sanford, Vice President, Investor Relations
Agios Pharmaceuticals
[email protected]
Media Contact
Eamonn Nolan, Senior Director, Corporate Communications
Agios Pharmaceuticals
[email protected]