NASDAQ$AGIO

Agios Pharmaceuticals Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Agios reported its Q3 2023 financial results and business highlights.

Agios Pharmaceuticals reported Q3 2023 U.S. net product revenue from PYRUKYND® sales of $7.4 million, a 10% increase over Q2 2023. The company's cash, cash equivalents, and marketable securities totaled $872.4 million as of September 30, 2023. They anticipate multiple data readouts by the end of next year.

  • PYRUKYND® U.S. net revenue was $7.4 million in Q3 2023, a 10% increase over the second quarter of 2023.
  • First patient dosed in the Phase 3 portion of the RISE UP pivotal study of mitapivat in sickle cell disease.
  • Completed enrollment in the Phase 3 ACTIVATE-KidsT pediatric study of mitapivat in PK Deficiency.
  • On track for data readouts in two Phase 3 trials of mitapivat in thalassemia next year and topline data for AG-946 in LR-MDS by year-end 2023.

Headline financials

Total Revenue

$7.4M

Previous: $3.52M+110.4%
EPS (adj)

-$1.64

Previous: -$1.49-10.1%
Capital Expenditures

-$765K

Previous: -$4.77M+84.0%
Free Cash Flow

-$92.1M

Previous: -$86.5M-6.4%
Net Income

-$91.3M

Previous: -$81.7M-11.7%
Operating Income

-$101M

Previous: -$91.1M-10.8%
Gross Profit

$6.77M

Previous: $3M+125.6%
Cash & Equivalents

$872M

Previous: $122M+612.5%
Total Assets

$1.01B

Previous: $1.18B-14.7%
R&D Expense

$80.2M

No prior period
Stock-Based Comp

$9.08M

Previous: $11.2M-18.6%

Revenue & EPS history

Agios · Revenue · Quarterly

$7.4M

Q3 2023+110.4%vs Q3 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, interest income and vorasidenib milestone will enable the company to fund its operating expenses and capital expenditures at least into 2026.

Tailwinds

  • Present data from the positive Phase 2 portion of the RISE UP study of mitapivat at an upcoming medical meeting.
  • Advance patient enrollment in the Phase 3 portion of RISE UP.
  • Announce topline data from the Phase 2a study of novel PK activator AG-946 by year-end 2023.
  • Announce topline data from the two Phase 3 studies of mitapivat in non-transfusion-dependent and transfusion-dependent thalassemia in the first and second halves of 2024, respectively.
  • Complete enrollment in the Phase 3 ACTIVATE-kids study of mitapivat in non-regularly transfused pediatric PK deficiency next 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 Q3 2023

Historical avgQ3 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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