• Reported GAAP EPS of -$1.85 down -7.56% YoY • Reported revenue of $19.97M up 86.09% YoY • Agios expects its $1.2B cash balance, product revenue, and interest income to fund the U.S. launch of AQVESME, prepare for mitapivat's potential U.S. launch in sickle cell disease, and advance clinical programs.
Bullish
Agios launched AQVESME for thalassemia in the U.S. after FDA approval, while PYRUKYND U.S. net revenue grew 49 percent, supported by a $1.2B cash balance for strategic initiatives.
Bearish
Agios' net loss increased to $108M in Q4 2025, and cash reserves decreased to $1.2B, alongside higher R&D expenses for advancing clinical programs.