secwatch.observer — SEC 8-K summary
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Issuer:     AGIOS PHARMACEUTICALS, INC. (AGIO)
CIK:        0001439222
Form:       8-K
Filed at:   2026-07-30T10:32:37+00:00
Accession:  0001439222-26-000115
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Agios Q2 2026 mitapivat revenue $44.7M; net loss $100.7M; FDA Priority Review for sickle cell sNDA
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1439222/000143922226000115/0001439222-26-000115-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1439222/000143922226000115/agio-20260730.htm
  HTML page:      https://secwatch.observer/filing/0001439222-26-000115

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer