Q3 2025 Highlights - Agios Posts Strong Pyrukynd Revenue And Eyes FDA Milestones

2025-11-04 01:47:36 ET

Thesis

Agios Pharmaceuticals ( AGIO ) reported 3Q25 earnings last Friday, and overall, it was good viewing. They managed to post a GAAP EPS of -$1.78, beating estimates by $0.12, and a revenue figure of $12.88 million, up 43.8% year-over-year and exceeding expectations by $2.27 million. Overall, the company and the stock have been on a very strong upward trend. They have had a number of small wins over the past 6 months, which have added to the stock momentum. As you can see on the 6-month chart, the stock is up almost 40%, with small pullbacks from news such as the delay in the FDA PDUFA decision date. The stock is now trading in the low $43 range, and I see more upside to come. The company is showing us growth in the main areas, as I'll explain, and still has some key catalysts to come between now and 2026. Mainly, this is the FDA decision date on December 7th and the topline data from the 'RISE UP' sickle cell disease readout. I give my sentiment on what we learned from 3Q25 earnings and why I still like the stock going into 4Q25 ....

Read the full article on Seeking Alpha

For further details see: