NASDAQ$AGIO

Agios Pharmaceuticals Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported business highlights and financial results for the first quarter ended March 31, 2024.

Agios Pharmaceuticals reported PYRUKYND® net revenue of $8.2 million in Q1 2024, a 15% sequential increase from Q4 2023. They announced positive results from the Phase 3 ENERGIZE study of mitapivat in adults with non-transfusion-dependent alpha- or beta-thalassemia. Cash, cash equivalents, and marketable securities totaled $714.3 million as of March 31, 2024.

  • PYRUKYND® net revenue was $8.2 million in Q1 2024, a 15% increase sequentially.
  • Positive results were announced from the Phase 3 ENERGIZE study of mitapivat in adults with non-transfusion-dependent alpha- or beta-thalassemia.
  • Topline data readout from the Phase 3 ENERGIZE-T study of Mitapivat in Adults with Transfusion-Dependent Alpha- or Beta-Thalassemia now expected in Q2 2024.
  • Cash, cash equivalents, and marketable securities were $714.3 million as of March 31, 2024.

Headline financials

Total Revenue

$8.19M

Previous: $5.61M+46.0%
EPS

-$1.45

Previous: -$1.47+1.4%
Capital Expenditures

-$141K

Previous: -$399K+64.7%
Free Cash Flow

-$81.7M

Previous: -$81.4M-0.3%
Net Income

-$81.5M

Previous: -$81M-0.7%
Operating Income

-$92.1M

Previous: -$90.6M-1.6%
Gross Profit

$7.56M

Previous: $5.06M+49.6%
R&D Expense

$67.3M

No prior period
Stock-Based Comp

$9.23M

Previous: $10.1M-8.9%

Revenue & EPS history

Agios · Revenue · Quarterly

$8.19M

Q1 2024+46%vs Q1 2023
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, interest income and vorasidenib milestone will enable the company to fund its operating expenses and capital expenditures at least into 2026.

Tailwinds

  • Topline data from the Phase 3 ENERGIZE-T study of mitapivat in transfusion-dependent thalassemia (Q2).
  • Filing for FDA approval of mitapivat in thalassemia (year-end).
  • Complete enrollment in the Phase 3 portion of the RISE UP study of mitapivat (year-end).
  • Complete enrollment in the Phase 3 ACTIVATE-kids study of mitapivat (mid-year).
  • Report topline data from Phase 3 ACTIVATE kids-T study (now mid-year).

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 2024

Historical avgQ1 2024

-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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