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    Why Agios Pharmaceuticals (AGIO) Is Down 7.1% After Phase 3 Sickle Cell Win With Mitapivat

    Simply Wall St·12/03/2025 16:20:52
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    • In November 2025, Agios Pharmaceuticals reported positive topline data from its global Phase 3 RISE UP trial, showing that mitapivat achieved a statistically significant improvement in hemoglobin response versus placebo over 52 weeks in adults and adolescents with sickle cell disease.
    • An unusually high proportion of participants completed the blinded phase and almost all moved into the long-term open-label extension, underscoring strong patient retention and sustained interest in mitapivat’s potential benefits.
    • We’ll now examine how this Phase 3 success in sickle cell disease, particularly the robust hemoglobin response, reshapes Agios Pharmaceuticals’ investment narrative.

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    Agios Pharmaceuticals Investment Narrative Recap

    To own Agios, you need to believe mitapivat (PYRUKYND) can grow beyond its rare disease niche and eventually scale revenues faster than expenses. The strong Phase 3 RISE UP data in sickle cell disease directly reinforces the key growth catalyst around new indications, but it does not remove the near term risk that high R&D and SG&A spend will keep the business loss making for some time.

    Among recent announcements, the FDA’s December 7, 2025 PDUFA date for PYRUKYND in thalassemia looks especially important beside the RISE UP readout, since together they frame mitapivat’s near term label expansion potential while also spotlighting the emerging safety focus around hepatocellular injury and the requested REMS program.

    Yet even with this clinical momentum, investors should be aware that...

    Read the full narrative on Agios Pharmaceuticals (it's free!)

    Agios Pharmaceuticals' narrative projects $416.9 million revenue and $67.0 million earnings by 2028.

    Uncover how Agios Pharmaceuticals' forecasts yield a $42.33 fair value, a 57% upside to its current price.

    Exploring Other Perspectives

    AGIO Community Fair Values as at Dec 2025
    AGIO Community Fair Values as at Dec 2025

    Two fair value estimates from the Simply Wall St Community span a wide range, from about US$42 to nearly US$350 per share, underscoring how differently people view Agios’ prospects. Against that backdrop, the new sickle cell Phase 3 success and upcoming thalassemia approval decision could be pivotal for how sustainable the company’s currently loss making model proves to be over time.

    Explore 2 other fair value estimates on Agios Pharmaceuticals - why the stock might be worth just $42.33!

    Build Your Own Agios Pharmaceuticals Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.