earnings
confidence high
sentiment neutral
materiality 0.75
Agios Q2 2026 mitapivat revenue $44.7M; net loss $100.7M; FDA Priority Review for sickle cell sNDA
AGIOS PHARMACEUTICALS, INC.
- Mitapivat worldwide net revenue $44.7M (Q2 2026) vs $12.5M (Q2 2025); U.S. $40.9M, ex-U.S. $3.8M.
- FDA granted Priority Review for mitapivat sNDA in sickle cell disease; PDUFA date Nov 1, 2026.
- Licensed cevidoplenib from Oscotec for ITP; up to $1B peak U.S. sales potential; $25M up-front payment.
- Discontinued tebapivat in LR-MDS and sickle cell disease; advancing AG-236 to Phase 2/3 for polycythemia vera.
- Cash, equivalents, and marketable securities $964.8M as of June 30, 2026; net loss $100.7M vs $112.0M.