STOCK TITAN

U.S. FDA Grants Priority Review to Agios’ sNDA for Mitapivat in Sickle Cell Disease

(Moderate)
(Very Positive)

Agios (Nasdaq: AGIO) announced that the U.S. FDA has accepted its supplemental New Drug Application for mitapivat in sickle cell disease and granted Priority Review under the accelerated approval pathway.

The FDA’s PDUFA goal date is November 1, 2026. The sNDA is supported by the global Phase 2 and 3 RISE UP trials in patients ≥16 years and more than 1,300 patient‑years of clinical experience. Mitapivat is already approved in the U.S. for PK deficiency (2022) and thalassemia (2025).

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Positive

  • FDA Priority Review granted for mitapivat sNDA in sickle cell disease
  • PDUFA goal date set for November 1, 2026
  • Application filed under FDA’s accelerated approval pathway
  • Supported by RISE UP Phase 2 and 3 trials in patients ≥16 years
  • More than 1,300 patient-years of clinical experience across hemolytic anemias
  • Mitapivat already approved in U.S. for PK deficiency (2022) and thalassemia (2025)

Negative

  • None.

Market reaction after priority review for mitapivat: AGIO +17.71% in the Jul 7 session

+17.71% 2.3x vol
22 alerts
+17.71% Session close to close
+12.1% Peak in 6 hr 37 min
$2.23B Market Cap
2.3x Rel. Volume

In the Jul 7 session, AGIO gained 17.71%, reflecting a significant positive market reaction. Argus tracked a peak move of +12.1% during that session. Our momentum scanner triggered 22 alerts that day, indicating elevated trading interest and price volatility. Trading volume was elevated at 2.3x the daily average, suggesting notable buying interest.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock surged +17.7% in the session following this news. A strong upside move would fit prior FDA...
Analysis

The stock surged +17.7% in the session following this news. A strong upside move would fit prior FDA-related patterns, where similar approvals saw moves around 9.27 percentage points on average. Investors may weigh this priority review against moderate short positioning and an effective shelf that could support future capital raises.

Key Figures

PDUFA goal date: November 1, 2026 Priority review timeline: 6 months Standard review timeline: 10 months +4 more
7 metrics
PDUFA goal date November 1, 2026 Mitapivat sNDA in sickle cell disease
Priority review timeline 6 months FDA Priority Review target vs standard review
Standard review timeline 10 months Typical FDA review period without Priority Review
Clinical exposure over 1,300 patient-years Mitapivat data across multiple hemolytic anemias
Minimum patient age 16 years RISE UP Phase 2 and 3 sickle cell trials
PK deficiency approval year 2022 Existing U.S. approval for mitapivat
Thalassemia approval year 2025 Existing U.S. approval for mitapivat

Previous Fda approval Reports

2 past events · Latest: Dec 23 (Positive)
Same Type Pattern 2 events
Date Event Sentiment 24h Move Catalyst
Dec 23 FDA approval Positive +18.6% U.S. FDA approval of AQVESME (mitapivat) for adult thalassemia anemia.
Aug 06 FDA approval payout Positive -0.1% Large milestone payments tied to FDA approval of vorasidenib in Grade 2 glioma.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent FDA-related approvals for Agios have typically been viewed as positive catalysts, though one drew only a flat-to-slightly-negative price response.

Key Terms

pdufa, snda, priority review, accelerated approval pathway, +2 more
6 terms
pdufa regulatory
"The Prescription Drug User Fee Act (PDUFA) goal date for this sNDA"
PDUFA is the Prescription Drug User Fee Act, the U.S. law under which drug companies pay fees that fund the FDA's review of new medicines. In company news the term usually appears as the PDUFA date, the target deadline by which the FDA aims to decide on a drug application; that date tells investors when to expect the approval or rejection decision for the product.
snda regulatory
"has accepted its supplemental New Drug Application (sNDA) for mitapivat"
A SNDA (Subordination, Non‑Disturbance and Attornment Agreement) is a legal pact among a property owner’s lender, the owner’s tenants, and sometimes the landlord that sets who keeps lease rights if the property is sold or a mortgage is enforced. Think of it as a rulebook that decides whether a tenant can stay and keep paying rent or must answer to a new owner after a foreclosure. For investors, an SNDA matters because it protects predictable rental income, clarifies who has priority on claims against a property, and therefore affects a property’s value and the security of related loans.
priority review regulatory
"with a Priority Review."
Priority review is a regulatory fast-track that shortens the time an agency spends evaluating a drug, vaccine or medical device application so a decision comes sooner than normal. For investors, it matters because a faster review is like an express lane to market: it can speed revenue potential and reduce regulatory uncertainty, but it does not guarantee approval and still requires the product to meet safety and effectiveness standards.
accelerated approval pathway regulatory
"this sNDA, submitted under the FDA’s accelerated approval pathway"
The accelerated approval pathway is a process that allows new medicines to be approved more quickly based on early evidence that they may be effective, rather than waiting for full proof. This can help patients access promising treatments faster, but it also means ongoing studies are needed to confirm the benefits. For investors, it highlights potential faster market entry and earlier revenue opportunities, along with some uncertainty about long-term outcomes.
pyruvate kinase (pk) activator medical
"mitapivat, an oral pyruvate kinase (PK) activator, in sickle cell disease"
A pyruvate kinase (PK) activator is a type of drug that increases the activity of the pyruvate kinase enzyme, which helps cells generate energy from glucose; think of it as priming a stalled engine so cells, especially red blood cells, can work properly. For investors, these drugs matter because successful trial results or approvals can unlock treatments for blood and metabolic disorders, creating potential revenue streams while carrying development, regulatory and market-risk implications.
randomized, double-blind, placebo-controlled clinical
"based on data from the global, randomized, double-blind, placebo-controlled RISE UP"
A "randomized, double-blind, placebo-controlled" process is a method used to test the effectiveness of a new treatment or intervention. Participants are randomly assigned to different groups, with one receiving the real treatment and the other a fake version, called a placebo. Neither the participants nor the researchers know who is receiving which, which helps ensure unbiased results. For investors, this rigorous approach increases confidence that the findings are accurate and not influenced by guesswork or bias.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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  • FDA’s PDUFA goal date is November 1, 2026

  • If approved, mitapivat is positioned to become the first oral PK activator for patients with sickle cell disease

CAMBRIDGE, Mass., July 07, 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 accepted its supplemental New Drug Application (sNDA) for mitapivat, an oral pyruvate kinase (PK) activator, in sickle cell disease with a Priority Review. The Prescription Drug User Fee Act (PDUFA) goal date for this sNDA, submitted under the FDA’s accelerated approval pathway, is November 1, 2026.

The FDA’s Priority Review designation is granted to applications for medicines that may offer significant improvements in safety or efficacy for serious conditions, shortening the target review timeline from the standard 10 months to six months.

“The Priority Review designation for the mitapivat sNDA marks an important milestone for the sickle cell community – a large, underserved population that has long needed new treatment options to help manage the significant burden of disease,” said Sarah Gheuens, M.D., Ph.D., Chief Medical Officer and Head of R&D, Agios. “Mitapivat is well positioned to address this treatment gap, supported by results from the RISE UP clinical program and a foundational dataset spanning more than a decade of research that includes over 1,300 patient-years of clinical experience across multiple hemolytic anemias. We look forward to working collaboratively with the FDA throughout this review, with the goal of delivering the first oral PK activator in sickle cell disease.”

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: 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.

About the REIGNITE Phase 3 Confirmatory Trial
REIGNITE is the confirmatory clinical trial required to be conducted under the U.S. accelerated approval pathway.

The global REIGNITE Phase 3 trial (NCT07656415) is designed to demonstrate the clinical benefit of mitapivat on reducing transfusion burden in patients with sickle cell disease aged 12 years or older. REIGNITE includes a 52-week, double-blind, randomized, placebo-controlled period, in which approximately 159 participants are randomized 2:1 to receive oral mitapivat (100 mg) twice daily or matched placebo. Upon completing this period, participants have the option to transition into an open-label extension period where all receive mitapivat. The primary endpoint of REIGNITE is the proportion of patients achieving transfusion-free status from Week 4 through Week 52, and the first key secondary endpoint is the number of red blood cell units transfused from Week 4 through Week 52. To further assess the anti-hemolytic benefits of mitapivat, the trial also includes key secondary endpoints measuring the average change from baseline in hemoglobin, indirect bilirubin, and lactate dehydrogenase.

About Sickle Cell Disease
Sickle cell disease is a rare, inherited blood disorder caused by the production of abnormal hemoglobin that disrupts the ability of red blood cells to carry oxygen throughout the body. As a result, red blood cells become rigid and sickle-shaped, causing deformation of red blood cell membranes and the premature death of the cells. These effects lead to chronic hemolytic anemia, vaso-occlusion, and a cascade of severe and life-threatening complications, including long-term damage to the lungs, kidneys, and cardiovascular system. Due to its physical toll, sickle cell disease imposes a profound burden on patients and their families, marked by increased healthcare needs and early mortality.

About Mitapivat in Sickle Cell Disease
Mitapivat, an oral pyruvate kinase (PK) activator, is designed to enhance the process by which red blood cells produce energy. This approach has the potential to improve red blood cell health by increasing ATP levels to support increased energy demands and lowering levels of a molecule called 2,3-diphosphoglycerate (2,3-DPG). In sickle cell disease, increased stress on red blood cells results in elevated levels of 2,3-DPG, which raises the likelihood that red blood cells develop the abnormal “sickle” shape that triggers hemolysis.

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 (≥10%) in patients with PK deficiency were estrone decreased (males), increased urate, back pain, estradiol decreased (males), and arthralgia.

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 (0.66%) with thalassemia treated with AQVESME experienced adverse reactions suggestive of hepatocellular injury. Three additional patients experienced adverse reactions suggestive of hepatocellular injury during the open-label extension periods after switching from placebo to AQVESME. Of these 5 patients, 2 had serious liver injury requiring hospitalization, including 1 patient who developed jaundice (peak bilirubin 32 mg/dL). Another patient developed jaundice (peak bilirubin 4 mg/dL) without requiring hospitalization. These reactions were characterized by a time to onset within the first 6 months of treatment with peak elevations of alanine aminotransferase of >5×ULN with or without jaundice. All patients discontinued treatment with AQVESME, and these reactions improved upon treatment discontinuation.

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’ expectations for the review of its sNDA for mitapivat by the FDA; and the potential benefits of Agios’ strategic plans 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

What did Agios (NASDAQ: AGIO) announce about the FDA review of mitapivat for sickle cell disease?

Agios announced that the U.S. FDA accepted its mitapivat sNDA for sickle cell disease and granted Priority Review. According to Agios, the submission uses the FDA’s accelerated approval pathway and is backed by the global Phase 2 and Phase 3 RISE UP clinical program in patients aged 16 and older.

When is the FDA PDUFA decision date for Agios’ mitapivat sNDA in sickle cell disease (AGIO)?

The FDA’s PDUFA goal date for Agios’ mitapivat sNDA in sickle cell disease is November 1, 2026. According to Agios, the Priority Review designation shortens the target review timeline from the standard 10 months to six months for this application.

What clinical data support Agios’ mitapivat sNDA for sickle cell disease (AGIO)?

The mitapivat sNDA is supported by the global RISE UP Phase 2 and Phase 3 trials in sickle cell disease patients aged 16 or older. According to Agios, the broader mitapivat program includes over 1,300 patient-years of clinical experience across multiple hemolytic anemias over more than a decade.

How could mitapivat potentially help sickle cell disease patients if approved, according to Agios (AGIO)?

Mitapivat could become the first oral pyruvate kinase activator for sickle cell disease patients if approved. According to Agios, it aims to address a significant treatment gap in this large, underserved community, supported by results from the RISE UP clinical program and extensive prior clinical experience.

What other conditions is mitapivat already approved to treat in the United States?

Mitapivat is already approved in the U.S. for adult patients with pyruvate kinase deficiency and thalassemia. According to Agios, approval for PK deficiency was obtained in 2022, and approval for thalassemia followed in 2025, both in hemolytic anemia settings.

Why did the FDA grant Priority Review to Agios’ mitapivat sNDA for sickle cell disease?

The FDA granted Priority Review because the application may offer significant improvements in safety or efficacy for a serious condition. According to Agios, this designation shortens the FDA’s target review timeline from 10 months to six months for the mitapivat sickle cell disease filing.