NASDAQ$AGIO

Agios Pharmaceuticals Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Agios reported Q4 2022 financial results, highlighted by PYRUKYND® U.S. launch and progress in clinical trials.

Agios Pharmaceuticals reported Q4 2022 financial results, featuring $4.3 million in U.S. net revenue from PYRUKYND® and a net income of $36.5 million. The company completed enrollment in the Phase 2 RISE UP study and expects to complete enrollment in Phase 3 ENERGIZE and ENERGIZE-T studies by mid-2023. Agios held $1.1 billion in cash, cash equivalents, and marketable securities as of December 31, 2022.

  • PYRUKYND® U.S. launch generated $4.3 million in net revenue for Q4 2022.
  • A total of 105 unique patients have completed prescription enrollment forms, representing an increase of 25 percent over the third quarter.
  • Completed enrollment in the Phase 2 portion of the RISE UP study of PYRUKYND® in adults with sickle cell disease.
  • Net income was $36.5 million for the fourth quarter of 2022.

Headline financials

Total Revenue

$4.31M

Previous: $0.00
EPS (adj)

-$1.66

Previous: -$1.74+4.6%
Capital Expenditures

$113K

Previous: $4.5M-97.5%
Free Cash Flow

-$66.3M

Previous: -$88.6M+25.2%
Net Income

$36.5M

Previous: -$94.6M+138.6%
Operating Income

-$389M

Previous: -$105M-271.1%
Gross Profit

$3.9M

No prior period
Cash & Equivalents

$1.1B

Previous: $1.29B-14.7%
Total Assets

$1.24B

Previous: $1.44B-13.8%
Stock-Based Comp

$11.5M

Previous: $11.6M-1.3%

Revenue & EPS history

Agios · Revenue · Quarterly

$4.31M

Q4 2022
Beat estimate in 6 of 12 quarters(50%)
ActualEstimate

Forward guidance

Agios anticipates several milestones in 2023, including completing enrollment in Phase 3 thalassemia studies and announcing data from the Phase 2 sickle cell disease study. The company expects 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, to cash-flow positivity without the need to raise additional equity.

Tailwinds

  • Complete enrollment of the Phase 3 ENERGIZE and ENERGIZE-T studies of PYRUKYND® by mid-year.
  • Announce data readout from the Phase 2 portion of the RISE UP study of PYRUKUND® 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 Q4 2022

Historical avgQ4 2022

-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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