NASDAQ$AGIO

Agios Pharmaceuticals Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Agios reported first quarter 2021 financial results, highlighted by the closing of the oncology business sale to Servier and progress in genetically defined disease programs.

Agios reported a net income of $1.9 billion for Q1 2021, driven by the sale of its oncology business. The company is focusing on genetically defined diseases, with upcoming regulatory filings for mitapivat and initiation of Phase 3 studies.

  • Closed the sale of the oncology portfolio to Servier for $1.8 billion upfront.
  • Initiated repurchase of up to $1.2 billion of outstanding shares.
  • Advanced mitapivat development with presentations at the EHA 2021 Virtual Congress and planned regulatory submissions.
  • Focused on expanding genetically defined disease portfolio with new clinical studies.

Headline financials

Total Revenue

$0.00

Previous: $87.1M-100.0%
EPS (adj)

-$1.31

Previous: -$0.59-122.0%
Capital Expenditures

$1.01M

Previous: -$4.46M+122.7%
Free Cash Flow

-$122M

Previous: -$44.7M-172.3%
Net Income

$1.87B

Previous: -$40.3M+4756.0%
Operating Income

-$91.2M

Previous: -$43.2M-111.2%
Cash & Equivalents

$2.36B

Previous: $613M+284.5%
Total Assets

$2.49B

Previous: $800M+211.2%
Stock-Based Comp

$14.9M

Previous: $15.7M-5.2%

Revenue & EPS history

Agios · Revenue · Quarterly

$0

Q1 2021-100%vs Q1 2020
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

Agios plans to finalize global regulatory filings for mitapivat, initiate Phase 3 studies in thalassemia, and advance clinical development of PKR and PKM2 activators.

Tailwinds

  • Finalize global regulatory filings for mitapivat in adults with PK deficiency.
  • Submit new drug application (NDA) in the U.S. in the second quarter of 2021.
  • Submit marketing authorization application (MAA) in the EU in mid-2021.
  • Initiate two Phase 3 studies of mitapivat in thalassemia in the second half of 2021.
  • Initiate Phase 2/3 study of mitapivat in sickle cell disease by year-end.

Headwinds

  • Uncertainty of receiving milestone or royalty payments related to the sale of its oncology business.
  • Potential impact of the COVID-19 pandemic on Agios’ business and operations.
  • Risks related to clinical trials and preclinical studies outcomes.
  • Regulatory approval uncertainties.
  • Unplanned cash requirements and expenditures and competitive factors.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

-0.0%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+1.9%

Avg return

30 days after

50%

25 / 50 earnings

Positive

+19.2%

Q2 2022

Best reaction

-15.0%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.1%+11.1%+18.5%
Q4 2025+1.3%+0.4%+0.5%
Q3 2025+2.8%-4.7%-30.4%
Q1 2025+4.2%-4.6%+8.1%
Q4 2024+1.5%+2.4%-5.7%
Q3 2024-3.1%+0.9%+28.3%
Q2 2024-5.3%-8.2%-1.1%
Q1 2024+2.6%-2.6%+8.0%
Q4 2023+2.4%+4.6%+15.6%
Q3 2023+5.6%+9.1%+7.5%
Q2 2023-2.0%+0.1%+8.4%
Q1 2023+11.7%+11.1%+13.9%
Q4 2022-5.3%-4.6%-18.0%
Q3 2022-6.9%-2.0%+13.3%
Q2 2022+19.2%+9.7%+27.7%
Q1 2022-6.3%-9.7%-18.5%
Q4 2021+11.8%+16.9%+4.5%
Q3 2021-7.3%-9.1%-31.3%
Q2 2021-3.8%-5.8%-9.9%
Q1 2021+0.7%-3.4%+0.6%
Q4 2020-10.3%-7.5%-6.1%
Q3 2020-5.5%+0.2%+7.7%
Q2 2020-8.3%-10.7%-18.9%
Q1 2020-15.0%-9.4%+18.8%
Q4 2019+4.3%+7.9%-24.9%
Q3 2019+6.4%+9.2%+23.0%
Q2 2019-12.6%-15.5%-21.1%
Q1 2019+3.2%-5.1%-13.2%
Q4 2018+9.7%+6.8%+20.3%
Q3 2018+11.6%+13.1%+4.3%
Q2 2018-9.0%-7.3%-6.9%
Q1 2018-0.9%+1.1%+17.5%
Q4 2017+3.0%+1.5%+8.4%
Q3 2017+0.0%+3.6%-4.8%
Q2 2017-0.8%-3.6%+4.5%
Q1 2017+6.8%+7.5%+5.1%
Q4 2016+17.3%+9.3%+16.3%
Q3 2016+7.3%+17.2%+23.6%
Q2 2016-6.3%-11.0%-21.0%
Q1 2016-7.2%
Q4 2015-8.3%
Q3 2015-2.6%
Q2 2015-12.4%
Q1 2015+13.3%
Q4 2014-7.3%
Q3 2014-1.6%
Q2 2014+1.4%
Q1 2014-10.3%
Q3 2013+3.2%
Q2 2013+6.4%
Q4 2013
Q3 2012
Q2 2012
Q1 2012

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