Agios Announces New PDUFA Goal Date of February 1, 2027, for Mitapivat Sickle Cell Disease sNDA; Company Is Launch-Ready and in Labeling Discussions with FDA
FDA classified the additional safety information as a major amendment, extending the review by three months.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Summary
Agios Pharmaceuticals (AGIO) announced that FDA extended its mitapivat sickle cell disease application review deadline to February 1, 2027. The three-month extension replaces the November 1, 2026 deadline after FDA classified Agios’ response to an information request as a major amendment.
FDA is evaluating whether a Risk Evaluation and Mitigation Strategy (REMS), a safety-management program, is necessary. Agios submitted approximately nine months of updated safety data from ongoing RISE UP trial extensions. No liver injury cases in mitapivat-treated sickle cell patients showed a pattern and severity similar to those observed in adult thalassemia trials. Agios considers the benefit-risk profile unchanged and says it is launch-ready.
The application has Priority Review under the accelerated approval pathway. Labeling discussions, including elements of a potential REMS, continue.
How this balance works
Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.
It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.
Rhea-AI Sentiment measures something else, the tone of the wording.
Hollow bars mark forward-looking points. How the balance works
Positive
- Moderate pointUpdated safety follow-up showed no liver injury cases matching the pattern and severity observed in adult thalassemia trials.
- Minor pointMitapivat’s sickle cell application has Priority Review under the accelerated approval pathway.
- Minor pointAgios says it is launch-ready, building on its existing commercial infrastructure.
- Minor pointConfirmatory REIGNITE Phase 3 trial dosed its first patient in July 2026.
Negative
- Moderate pointFDA extended the review three months to February 1, 2027, from November 1, 2026.
- Moderate pointA potential REMS safety-management program remains under FDA evaluation and part of ongoing labeling discussions.
- Minor point. Forward-looking: it has not happened yet and may not happen.Conversion to traditional approval requires a confirmatory trial to further demonstrate clinical benefit.
Details
Market move: AGIO -18.94% vs previous close. Sickle cell sNDA extension
On Oct 30, the day this news came out, the latest delayed price for AGIO is 18.94% below the previous close. Argus tracked a peak move of +3.8% during the session. Our momentum scanner has recorded 35 alerts for this stock so far that day. The latest delayed price is $30.18. Relative volume is exceptionally heavy at 8.8x the average.
Data tracked by StockTitan Argus (15 min delayed). Upgrade to Gold for real-time data.
Key Figures
- New PDUFA goal date
- February 1, 2027
- Mitapivat sNDA for sickle cell disease
- Review extension
- Three months
- FDA classified Agios' response as a major amendment
- Updated safety data
- Approximately nine months
- RISE UP open-label extension periods; data through October 9, 2026
- Hepatocellular injury cases with a similar pattern and severity
- 0 cases
- Sickle cell disease patients treated with mitapivat
Historical Context
-
FDA accepted mitapivat sickle cell sNDA for Priority Review with November 1 PDUFA date
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
pdufa regulatory
snda regulatory
rems regulatory
accelerated approval regulatory
AI-generated analysis. How Rhea-AI works. Not financial advice.
- FDA recently requested additional information to evaluate whether a REMS is necessary for mitapivat in sickle cell disease
- FDA classified Agios’ response to the information request as a major amendment to the mitapivat sNDA, resulting in a three-month review extension
- Mitapivat sNDA was submitted under the FDA’s accelerated approval pathway and granted Priority Review, with an original PDUFA goal date of November 1, 2026
- Agios will continue its labeling discussions with the FDA as part of the ongoing sNDA review, including elements of a potential REMS
CAMBRIDGE, Mass., Oct. 30, 2026 (GLOBE NEWSWIRE) -- Agios Pharmaceuticals, Inc. (Nasdaq: AGIO), a commercial-stage biopharmaceutical company focused on delivering innovative medicines for patients with rare diseases, today announced that the U.S. Food and Drug Administration (FDA) has extended the Prescription Drug User Fee Act (PDUFA) goal date for the supplemental New Drug Application (sNDA) for mitapivat, an oral pyruvate kinase (PK) activator, in sickle cell disease. The PDUFA goal date for this sNDA, which was submitted under the FDA’s accelerated approval pathway and granted Priority Review, is now February 1, 2027.
On October 9, 2026 – three weeks before the original PDUFA goal date for the sNDA – the FDA requested additional information to evaluate whether a Risk Evaluation and Mitigation Strategy (REMS) is necessary for mitapivat in sickle cell disease. On October 19, 2026, Agios submitted its response, which included approximately nine months of updated safety data through October 9, 2026, from the ongoing open-label extension periods of the RISE UP Phase 2 and Phase 3 trials. With this additional follow-up, there continue to be no cases of hepatocellular injury (HCI) among patients with sickle cell disease treated with mitapivat that show a pattern and severity similar to those observed in the clinical trials for mitapivat in adults with thalassemia. The benefit-risk profile of mitapivat in sickle cell disease remains unchanged. On October 28, 2026, the FDA informed Agios that the company’s response had been classified as a major amendment to the sNDA, resulting in a three-month review extension.
Agios will continue its labeling discussions with the FDA, including elements of a potential REMS, and will keep working closely with the agency to bring mitapivat to patients with sickle cell disease, a community with significant unmet need, as soon as possible.
“We have strong conviction in mitapivat’s potential to transform care for people living with sickle cell disease, grounded in the comprehensive data from the RISE UP clinical program and further supported by the additional data we submitted in response to the FDA’s recent request. The FDA granted this application Priority Review, underscoring the serious need in this disease, and that urgency has not changed,” said Brian Goff, Chief Executive Officer, Agios. “Sickle cell disease affects approximately 100,000 people in the U.S. and is the largest indication we have pursued for mitapivat, and we expect it to be a significant growth driver for Agios. We are launch-ready, building on our commercial infrastructure and the strong relationships we have established over several years with hematologists, sickle cell centers, and patients. We will continue to work expeditiously with the goal of bringing mitapivat to patients with sickle cell disease as soon as possible.”
The mitapivat sNDA is based on data from the global, randomized, double-blind, placebo-controlled RISE UP Phase 2 and Phase 3 trials in patients aged 16 years or older with sickle cell disease. Mitapivat is currently approved in the U.S. for adult patients in two hemolytic anemias: pyruvate kinase (PK) deficiency (2022) and thalassemia (2025).
About U.S. Accelerated Approval
The U.S. Food and Drug Administration’s (FDA) accelerated approval pathway expedites the availability of medicines that can fill a medical need for a serious condition. U.S. accelerated approval is subject to the same rigorous FDA review standards as medicines reviewed through the traditional approval pathway. A confirmatory clinical trial to further demonstrate the medicine’s clinical benefit is required to convert the accelerated approval to a traditional approval, and this trial must be underway when the FDA makes its approval decision.
In July 2026, Agios dosed the first patient in the REIGNITE Phase 3 trial (NCT07656415), the confirmatory clinical trial required to be conducted under the U.S. accelerated approval pathway. This global trial is designed to demonstrate the clinical benefit of mitapivat on reducing transfusion burden in patients with sickle cell disease aged 12 years or older.
About Mitapivat in Sickle Cell Disease
Sickle cell disease is a rare, inherited blood disorder in which abnormal hemoglobin causes red blood cells to become rigid and sickle-shaped, leading to chronic hemolysis (red blood cell destruction) that contributes to severe anemia and progressive, life-threatening complications, including damage to the lungs, kidneys, and heart. Mitapivat is an oral medicine designed to enhance red blood cell energy by activating the pyruvate kinase (PK) enzyme, which can increase levels of adenosine triphosphate (ATP) and lower levels of 2,3-diphosphoglycerate (2,3-DPG). Mitapivat has a unique dual mechanism of action that activates two isoforms of the PK enzyme – PKR found in red blood cells and PKM2 found in organ tissues – and has shown the potential to address both chronic hemolysis and pathways involved with long-term organ damage.
About the RISE UP Phase 3 Trial
The global RISE UP Phase 3 trial (NCT05031780) was designed to evaluate the efficacy and safety of mitapivat in patients with sickle cell disease aged 16 years or older, representative of the global population. The trial design encompassed a 52-week, double-blind, randomized, placebo-controlled period, in which 207 participants were randomized 2:1 to receive oral mitapivat (100 mg) twice daily (n=138) or matched-placebo (n=69), followed by an open-label extension (OLE) period, during which all participants receive mitapivat.
To evaluate the effect of mitapivat on clinically relevant outcomes in sickle cell disease, the RISE UP Phase 3 trial design included two primary endpoints – hemoglobin response (≥1.0 g/dL increase from baseline in average hemoglobin from Week 24 through Week 52) and annualized rate of sickle cell pain crises – as well as five key secondary endpoints:
- Average change from baseline in hemoglobin concentration from Week 24 through Week 52
- Average change from baseline in indirect bilirubin from Week 24 through Week 52
- Average change from baseline in Patient Reported Outcome Measurement Information System Fatigue 13a (PROMIS Fatigue) Short Form scores from Week 24 through Week 52
- Annualized frequency of hospitalizations for sickle cell pain crises
- Average change from baseline in percent reticulocyte levels from Week 24 through Week 52
Of the 176 participants who completed the double-blind period of the trial, nearly all (n=174/176) entered the OLE period.
About PYRUKYND® (mitapivat)
U.S. INDICATION
PYRUKYND is a pyruvate kinase activator indicated for the treatment of hemolytic anemia in adults with pyruvate kinase (PK) deficiency.
U.S. IMPORTANT SAFETY INFORMATION
Acute Hemolysis: Acute hemolysis with subsequent anemia has been observed following abrupt interruption or discontinuation of PYRUKYND in a dose-ranging study. Avoid abruptly discontinuing PYRUKYND. Gradually taper the dose of PYRUKYND to discontinue treatment if possible. When discontinuing treatment, monitor patients for signs of acute hemolysis and anemia including jaundice, scleral icterus, dark urine, dizziness, confusion, fatigue, or shortness of breath.
Hepatocellular Injury in Another Condition: In patients with another condition treated with mitapivat at a higher dose than that recommended for patients with PK deficiency, liver injury has been observed. These events were characterized by a time to onset within the first 6 months of treatment with peak elevations of alanine aminotransferase of >5x upper limit of normal (ULN) with or without jaundice. All patients discontinued treatment with mitapivat, and these events improved upon treatment discontinuation.
Obtain liver tests prior to the initiation of PYRUKYND and monthly thereafter for the first 6 months and as clinically indicated. Interrupt PYRUKYND if clinically significant increases in liver tests are observed or alanine aminotransferase is >5x ULN. Discontinue PYRUKYND if hepatic injury due to PYRUKYND is suspected.
Adverse Reactions: The most common adverse reactions including laboratory abnormalities (≥
Drug Interactions:
- Strong CYP3A Inhibitors and Inducers: Avoid concomitant use.
- Moderate CYP3A Inhibitors: Do not titrate PYRUKYND beyond 20 mg twice daily.
- Moderate CYP3A Inducers: Consider alternatives that are not moderate inducers. If there are no alternatives, adjust PYRUKYND dosage.
- Sensitive CYP3A, CYP2B6, CYP2C Substrates Including Hormonal Contraceptives: Avoid concomitant use with substrates that have narrow therapeutic index.
- UGT1A1 Substrates: Avoid concomitant use with substrates that have narrow therapeutic index.
- P-gp Substrates: Avoid concomitant use with substrates that have narrow therapeutic index.
Hepatic Impairment: Avoid use of PYRUKYND in patients with moderate and severe hepatic impairment.
Please see full Prescribing Information for PYRUKYND.
About AQVESME® (mitapivat)
U.S. INDICATION
AQVESME is indicated for the treatment of anemia in adults with alpha- or beta-thalassemia.
U.S. IMPORTANT SAFETY INFORMATION
BOXED WARNING: HEPATOCELLULAR INJURY
AQVESME can cause serious hepatocellular injury. Measure liver laboratory tests (ALT, AST, alkaline phosphatase and total bilirubin with fractionation) at baseline and every 4 weeks for 24 weeks and then as clinically indicated. Avoid use of AQVESME in patients with cirrhosis. Discontinue AQVESME if hepatic injury is suspected.
Because of the risk of hepatocellular injury, AQVESME is available only through a restricted program under a Risk Evaluation and Mitigation Strategy (REMS) called the AQVESME REMS.
WARNINGS AND PRECAUTIONS
Hepatocellular Injury
AQVESME can cause hepatocellular injury. Avoid use of AQVESME in patients with cirrhosis. In patients with thalassemia treated with AQVESME, liver injury with and without jaundice has been observed within the first 6 months of exposure. Obtain liver tests (including ALT, AST, alkaline phosphatase, total bilirubin with fractionation) prior to the initiation of AQVESME, then every 4 weeks for the first 24 weeks, and as clinically indicated thereafter. Interrupt AQVESME if clinically significant increases in liver tests are observed or alanine aminotransferase is >5 times the upper limit of normal (ULN). Complete a comprehensive evaluation to rule out other causes of liver injury when drug-induced liver injury is suspected. Discontinue AQVESME if hepatocellular injury due to AQVESME is suspected.
Symptoms and signs of early liver injury may mimic those of thalassemia. Advise patients to report new or worsening symptoms of loss of appetite, nausea, right-upper-quadrant abdominal pain, vomiting, scleral icterus, jaundice, or dark urine while on AQVESME treatment.
During the double-blind period, 2 of 301 patients (
AQVESME REMS
AQVESME is available only through a restricted program under a REMS called the AQVESME REMS because of the risk of hepatocellular injury.
Adverse Reactions
The most common adverse reactions among patients taking AQVESME were headache and insomnia.
Drug Interactions
- Strong CYP3A Inhibitors and Inducers: Avoid concomitant use.
- Moderate CYP3A Inhibitors: Avoid concomitant use.
- Moderate CYP3A Inducers: Consider alternatives that are not moderate inducers. If there are no alternatives, see full Prescribing Information for recommended dosage for drug interactions with moderate CYP3A inducers.
- Sensitive CYP3A Substrates, including hormonal contraceptives: Avoid concomitant use with substrates that have narrow therapeutic index.
- CYP2B6, CYP2C, and UGT1A1 Substrates: Monitor patients for efficacy of the substrates with narrow therapeutic index.
- P-gp Substrates: Monitor patients for adverse reactions of the substrates with narrow therapeutic index.
Hepatic Impairment
Avoid use of AQVESME in patients with cirrhosis (Child-Pugh Class A, B, or C).
Please see full Prescribing Information for AQVESME, including Boxed Warning.
About Agios: Fueled by Connections to Transform Rare Diseases™
At Agios, our vision is to redefine the future of rare disease treatment. Fueled by connections, we build trusted partnerships with communities – collaborating to develop and deliver innovative medicines that have the potential to transform lives. With a foundation in hematology, we combine biological expertise with real-world insights to advance a growing pipeline of rare disease medicines that reflect the priorities of the people we serve. Agios is a commercial-stage biopharmaceutical company headquartered in Cambridge, Massachusetts. To learn more, visit www.agios.com and follow us on LinkedIn and X.
Available Information about Agios
To achieve broad dissemination, Agios may disclose information to the public through a variety of disclosure channels including press releases, SEC filings, and public conference calls and webcasts. Some of the information distributed through these disclosure channels may be considered material information. Investors and others should note that Agios plans to use its website (www.agios.com) as a distribution channel to announce and give notice of Agios’ upcoming events and presentations (including, but not limited to, presentations at medical or healthcare conferences). Such information, which may be deemed material, will be available on the Investors section of the company’s website under the “Events & Presentations” tab. In addition, you may sign up to automatically receive email alerts about Agios’ upcoming events and presentations (“Calendar Alerts”) by visiting the “Email Alerts” option under the “IR Resources” tab of the Investors section of the company’s website and submitting your email address.
Cautionary Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. Such forward-looking statements include those regarding the potential benefits of mitapivat; Agios’ communications with the FDA with respect to its sNDA for mitapivat; its planned further engagements with FDA; and other statements regarding Agios’ strategic plans, objectives and focus. The words “anticipate,” “expect,” “goal,” “hope,” “milestone,” “plan,” “potential,” “possible,” “strategy,” “will,” “vision,” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Such statements are subject to numerous important factors, risks and uncertainties that may cause actual events or results to differ materially from Agios’ current expectations and beliefs. For example, there can be no guarantee that any product candidate Agios is developing will successfully commence or complete necessary preclinical and clinical development phases, or that development of any of Agios’ product candidates will successfully continue. There can be no guarantee that any positive developments in Agios’ business will result in stock price appreciation. Management's expectations and, therefore, any forward-looking statements in this press release could also be affected by risks and uncertainties relating to a number of other important factors, including, without limitation: risks and uncertainties related to the impact of pandemics or other public health emergencies to Agios’ business, operations, strategy, goals and anticipated milestones, including its ongoing and planned research activities, ability to conduct ongoing and planned clinical trials, clinical supply of current or future drug candidates, commercial supply of current or future approved products, and launching, marketing and selling current or future approved products; Agios’ results of clinical trials and preclinical studies, including subsequent analysis of existing data and new data received from ongoing and future studies; the content and timing of decisions made by the U.S. FDA, the EMA or other regulatory authorities, investigational review boards at clinical trial sites and publication review bodies; Agios’ ability to obtain and maintain requisite regulatory approvals and to enroll patients in its planned clinical trials; unplanned cash requirements and expenditures; competitive factors; Agios' ability to obtain, maintain and enforce patent and other intellectual property protection for any product candidates it is developing; Agios’ ability to establish and maintain key collaborations; uncertainty regarding any royalty payments related to the sale of its oncology business or any milestone or royalty payments related to its in-licensing of AG-236 or cevidoplenib, and the uncertainty of the timing of any such payments; uncertainty of the results and effectiveness of the use of Agios’ cash and cash equivalents; and general economic and market conditions. These and other risks are described in greater detail under the caption "Risk Factors" included in Agios’ public filings with the Securities and Exchange Commission. Any forward-looking statements contained in this press release speak only as of the date hereof, and Agios expressly disclaims any obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
Contacts:
Investor Contact
Morgan Sanford, Vice President, Investor Relations
Agios Pharmaceuticals
morgan.sanford@agios.com
Media Contact
Eamonn Nolan, Senior Director, Corporate Communications
Agios Pharmaceuticals
eamonn.nolan@agios.com
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
When is the new FDA decision deadline for Agios’ mitapivat sickle cell disease application?
The new FDA review goal date is February 1, 2027, replacing November 1, 2026. FDA classified Agios’ response to its additional-information request as a major amendment, resulting in a three-month review extension.
Why is FDA considering a REMS for Agios’ mitapivat in sickle cell disease?
FDA requested additional information to evaluate whether a Risk Evaluation and Mitigation Strategy is necessary for mitapivat in sickle cell disease. Agios responded with approximately nine months of updated safety data. No cases showed a pattern and severity of liver injury similar to those observed in adult thalassemia trials.
What is Agios’ REIGNITE confirmatory trial studying for mitapivat in sickle cell disease?
The REIGNITE Phase 3 trial is designed to demonstrate mitapivat’s clinical benefit in reducing transfusion burden in patients with sickle cell disease aged 12 years or older. The first patient was dosed in July 2026. This is the confirmatory trial required under the accelerated approval pathway.