AGIO PRESS-RELEASE SEC Filing Analysis

Latest settled — T+5d

AGIO ▼ -5.85% at T+5d

SHORT call ✓ call won +5.85% · α vs SPY +5.56% · entry $29.40 → $27.68

Next anchor: T+20d in 10d

Last close $33.08 (close Jun 17) · -12.52% from $29.40 entry (call sign-flipped)

Entry anchored
May 29, 05:27 AM ET
via Databento tick

T+1d

-4.76%

call +4.76% · α +5.04%

$28.00

settled 18d ago

T+5d

-5.85%

call +5.85% · α +5.56%

$27.68

settled 14d ago

T+20d

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T+60d

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Executive Summary

Agios Pharmaceuticals announced it will not advance tebapivat, its next-generation oral PK activator, in lower-risk myelodysplastic syndromes (LR-MDS) after a Phase 2b trial failed to meet the predefined threshold for clinical benefit. The decision removes a pipeline opportunity but the company continues to evaluate tebapivat in sickle cell disease with topline data expected in H2 2026.

Actionable Insight

The LR-MDS failure reduces tebapivat's total addressable opportunity but does not affect the sickle cell disease catalyst due H2 2026. Monitor for any further pipeline prioritization updates and the upcoming Phase 2 sickle cell data, which is now the sole near-term catalyst for tebapivat.

Key Facts

Phase 2b trial of tebapivat in LR-MDS did not meet predefined threshold for further development
Tebapivat showed biological activity but insufficient clinical benefit in 65-patient study
No new safety signals were identified; drug was well tolerated
Agios continues Phase 2 trial of tebapivat in sickle cell disease with topline data expected H2 2026
LR-MDS program discontinuation removes a potential pipeline catalyst

Financial Impact

Pipeline setback with no disclosed financial impact; R&D costs for LR-MDS program are sunk. Sickle cell disease program remains the key value driver.

pipeline valueR&D expenditure

Risk Factors

Sickle cell disease Phase 2 trial may also fail to meet endpoints
Competing therapies for sickle cell disease may limit tebapivat's commercial potential
Pipeline concentration risk increases with LR-MDS program discontinued

Market Snapshot

Exchange

Nasdaq

Sector

Pharmaceutical Preparations

Analyst Consensus

75% bullish (16 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3303496

9 reports for AGIO

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for AGIO — sortable, filterable
	Type				Now
Jun 18, 2026 today	8-K NEUTRAL ★ 3/10	$34.16 awaiting T+1	awaiting T+1	—	$33.08 (−3.15%)
Jun 13, 2026 5d ago	Press Release MIXED ★ 7/10	$31.82 $31.84	▲ +0.06%	▲ +0.66%	$33.08 (+3.96%)
Jun 1, 2026 17d ago	Press Release MIXED ★ 6/10	$28.00 $26.51	▼ −5.32%	▼ −5.47%	$33.08 (+18.14%)
May 29, 2026 20d ago	Press Release BEARISH ★ 6/10	$29.40 $28.00	▲ +4.76%	▲ +5.04%	$33.08 (−12.52%)
Apr 29, 2026 7w ago	8-K NEUTRAL ★ 5/10	$28.05 $28.00	▼ −0.18%	▼ −1.20%	$33.08 (+17.93%)
Apr 29, 2026 7w ago	Press Release BULLISH ★ 6/10	$28.05 $28.00	▼ −0.18%	▼ −1.20%	$33.08 (+17.93%)
Apr 24, 2026 7w ago	DEFA14A NEUTRAL ★ 2/10	$24.43 $24.80	▲ +1.51%	▲ +2.00%	$33.08 (+35.41%)
Apr 6, 2026 10w ago	Press Release NEUTRAL ★ 3/10	$34.80 $35.11	▲ +0.89%	▲ +0.83%	$33.08 (−4.94%)
Mar 3, 2026 15w ago	Insider Cluster NEUTRAL ★ 3/10	$28.48 $28.19	▼ −1.02%	▼ −1.78%	$33.08 (+16.15%)

US Market Status

Market Closed — Juneteenth — Opens Mon (77h 23m)

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