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Rare-disease biotech selling Pyrukynd for pyruvate kinase deficiency, expanding into sickle cell and thalassemia.
Rare-disease biotech selling Pyrukynd for pyruvate kinase deficiency, expanding into sickle cell and thalassemia.
Since selling its cancer drugs to Servier in 2021, it has been a rare-blood-disease company, selling Pyrukynd in the US to a small number of patients. Value depends on whether the same drug wins approval in broader blood disorders.
Moat: narrow (IP / patents, regulatory licence). First-in-class pyruvate kinase activator with orphan-drug exclusivity in a rare-disease niche.
Headquarters: Cambridge, Massachusetts, US · Founded: 2007 · Employees: 540
Size Agios Pharmaceuticals (AGIO) is a United States Health Care company (Pharmaceuticals: Major) with a market value of $1.76B, the 1881st largest of 3,117 United States companies the cockpit tracks. Shares closed at $29.41 on 6 Nov 2026.
Performance Over six months the shares gained 5.8%, against -10.8% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 20 in its peer set.
Growth Revenue grew 140.6% over the last twelve months (peer median +5.0%); the operating margin is -466.8% (peer median 13.1%).
Valuation It trades at 11.9× enterprise value to sales against a peer median of 3.1× (most expensive of 19).
Capital Return on invested capital runs 90.6 points below its cost of capital (8.1% WACC).
Short interest Short interest is 11.6% of the free float (15 Oct 2026).
Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $98.3M | $54.0M | $36.5M | $26.8M | $14.2M |
| Revenue growth | — | +48% | +36% | +88% | — |
| Gross profit | $85.1M | $42.5M | $26.7M | $17.3M | -$6.02M |
| EBITDA | -$454M | -$467M | -$420M | -$385M | -$370M |
| Net income | -$411M | -$413M | $674M | -$352M | -$232M |
| Free cash flow | -$365M | -$377M | -$392M | -$297M | -$314M |
| Capital expenditure | $4.66M | $4.32M | $1.69M | $999,000 | $4.88M |
| Total debt | $31.2M | $40.2M | $57.0M | $72.0M | $85.7M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Agios Pharmaceuticals AGIO | $1.76B | +6% | +141% | -467% | 11.9× | n/a |
| Novartis NOVN.SW | $298B | +15% | -4% | 30% | 6.3× | 1.7% |
| Bristol Myers Squibb BMY | $127B | +12% | +4% | 33% | 3.2× | -12.9% |
| Pfizer PFE | $168B | +14% | +1% | 26% | 3.4× | -4.3% |
| Novo Nordisk A/S NOVO-B.CO | $190B | -7% | +6% | 48% | 4.0× | 0.1% |
| Vertex Pharmaceuticals VRTX | $139B | +27% | +11% | 35% | 10.7× | 6.1% |
| Beam Therapeutics BEAM | $2.73B | -18% | +163% | -268% | 13.2× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | AGIO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -7.9% | -0.1% | 4th lowest of 21 |
| 6-month return | +5.8% | -10.8% | 2nd highest of 20 |
| Distance from 52-week high | -36.1% | -28.4% | 7th lowest of 21 |
| Revenue growth (TTM) | +140.6% | +5.0% | highest of 19 |
| Operating margin | -466.8% | 13.1% | lowest of 19 |
| EV / Sales | 11.9× | 3.1× | most expensive of 19 |
| ROIC minus cost of capital | -90.6 pp | +1.4 pp | lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Agios Pharmaceuticals AGIO | United States | $1.76B | +6% | +141% | -467% | 11.9× | n/a | n/a |
| Cohance Lifesciences COHANCE.NS | India | $1.75B | -11% | +41% | 6% | 7.7× | n/a | n/a |
| Beijing Aosaikang Pharmaceutical 002755.SZ | China | $1.76B | -25% | -13% | 12% | 5.9× | 14.7% | -14.0% |
| Zhejiang Wolwo Bio-Pharmaceutical 300357.SZ | China | $1.77B | -11% | +7% | 39% | 9.4× | 19.5% | +10.8% |
| Yifan Pharmaceutical 002019.SZ | China | $1.72B | -14% | -5% | 8% | 2.7× | n/a | n/a |
| PharmaResearch 214450.KS | South Korea | $1.79B | -25% | +34% | 39% | 3.5× | -14.2% | +37.6% |
| Faes Farma FAE.MC | Spain | $1.71B | +5% | +32% | 14% | 2.6× | 3.1% | +9.9% |
| Tsumura & 4540.T | Japan | $1.81B | +2% | +10% | 18% | 2.0× | n/a | n/a |
| SELLAS Life Sciences SLS | United States | $1.70B | +68% | n/a | n/a | n/a | n/a | n/a |
| Eris Lifesciences ERIS.NS | India | $1.82B | -11% | +11% | 26% | 5.8× | 24.7% | +20.9% |
| AstraZeneca Pharma India ASTRAZEN.NS | India | $1.69B | -25% | +31% | 10% | 6.5× | 49.3% | +23.0% |
| NATCO Pharma NATCOPHARM.NS | India | $1.68B | -30% | -21% | 25% | 4.5× | 15.3% | +19.0% |
| Braveheart Bio BRVE | United States | $1.67B | n/a | n/a | n/a | n/a | n/a | n/a |
| Yantai Dongcheng Biochemicals 002675.SZ | China | $1.67B | +1% | -4% | 15% | 4.7× | 6.7% | -4.3% |
| Guobang Pharma 605507.SS | China | $1.84B | -8% | +3% | 12% | 1.9× | -5.8% | +7.4% |
| China National Accord Medicines 000028.SZ | China | $1.85B | -4% | 0% | 2% | 0.3× | -9.4% | +4.2% |
| Shanghai Shyndec Pharmaceutical 600420.SS | China | $1.67B | -14% | -13% | 6% | 1.2× | -6.0% | -5.6% |
| Consun Pharmaceutical 1681.HK | Hong Kong | $1.65B | +5% | +15% | 35% | 2.2× | -15.1% | +13.5% |
| Pfizer PFIZER.NS | India | $1.87B | -19% | +12% | 34% | 5.5× | 11.2% | +2.4% |
| Shenzhen Hepalink Pharmaceutical 002399.SZ | China | $1.88B | -13% | -6% | 8% | 2.2× | 0.1% | +0.5% |
| Sarepta Therapeutics SRPT | United States | $1.88B | -11% | -20% | -3% | 1.1× | 11.9% | +32.4% |