NASDAQ$AGIO

Agios Pharmaceuticals Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Agios reported first quarter 2023 financial results and business highlights.

Agios reported U.S. PYRUKYND® net revenue of $5.6 million in Q1 and had $1.0 billion of cash, cash equivalents and marketable securities as of March 31, 2023. The company closed screening of the Phase 3 studies of PYRUKYND® in thalassemia and expects data readout of the Phase 2 portion of the RISE UP study of PYRUKYND® in sickle cell disease in the middle of this year.

  • PYRUKYND® U.S. net revenue was $5.6 million in Q1 2023.
  • 127 unique patients have completed prescription enrollment forms, representing an increase of 21 percent over the fourth quarter of 2022.
  • 89 patients are on PYRUKYND® therapy, representing a 14 percent increase over the fourth quarter of 2022.
  • Screening closed for the Phase 3 ENERGIZE and ENERGIZE-T studies of PYRUKYND® in thalassemia.

Headline financials

Total Revenue

$5.61M

Previous: $832K+574.2%
EPS (adj)

-$1.47

Previous: -$1.74+15.5%
Capital Expenditures

-$399K

Previous: -$2.8M+85.8%
Free Cash Flow

-$81.4M

Previous: -$97.6M+16.6%
Net Income

-$81M

Previous: -$94.8M+14.5%
Operating Income

-$90.6M

Previous: -$101M+10.4%
Gross Profit

$5.06M

Previous: $493K+925.4%
Cash & Equivalents

$1.01B

Previous: $80M+1163.2%
Total Assets

$1.15B

Previous: $1.34B-13.8%
Stock-Based Comp

$10.1M

Previous: $15.5M-34.6%

Revenue & EPS history

Agios · Revenue · Quarterly

$5.61M

Q1 2023+574.2%vs Q1 2022
Beat estimate in 6 of 12 quarters(50%)
ActualEstimate

Forward guidance

Agios expects that its cash, cash equivalents and marketable securities together with anticipated product revenue and interest income will enable the company to execute its operating plan, including funding the currently planned development programs for mitapivat, AG-946 and PAH stabilization and commercializing mitapivat outside of the U.S. through one or more partnerships.

Tailwinds

  • Complete enrollment of the Phase 3 ENERGIZE and ENERGIZE-T studies of PYRUKYND® in not regularly transfused and regularly transfused adults with thalassemia, respectively, by mid-year.
  • Announce data readout from the Phase 2 portion of the RISE UP study of PYRUKYND® and go/no-go to Phase 3 decision by mid-year.
  • Enroll more than half of patients in the Phase 3 ACTIVATE-kids and ACTIVATE-kidsT studies of PYRUKYND® by year-end.
  • Complete enrollment of the Phase 2a study of novel PK activator AG-946 by year-end.
  • File investigational new drug (IND) application for phenylalanine hydroxylase (PAH) stabilizer for the treatment of phenylketonuria (PKU) by year-end.

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 2023

Historical avgQ1 2023

-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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