Welcome to our dedicated page for AGIOS PHARMACEUTICALS SEC filings (Ticker: AGIO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Agios Pharmaceuticals, Inc. filings document the regulatory record of a Delaware, Nasdaq-listed commercial-stage biopharmaceutical company focused on rare diseases and hematology. Its 8-K reports furnish operating results, product revenue updates for PYRUKYND® and AQVESME™, business highlights, investor presentations, and Regulation FD disclosures tied to mitapivat commercialization, clinical programs, and regulatory interactions.
Proxy and current-report filings cover annual-meeting proposals, director elections, board-class structure, committee assignments, stockholder voting matters, and compensatory arrangements for directors. Other disclosures address board appointments, pharmacovigilance communications involving PYRUKYND, exhibit filings, and Inline XBRL cover-page data.
AGIOS PHARMACEUTICALS, INC. Chief Medical Officer Sarah Gheuens reported selling 30,000 shares of common stock on August 4, 2026 at a weighted average price of $30.48 per share, with sale prices ranging from $30.25 to $30.88.
This transaction was effected under a Rule 10b5-1 trading plan, and she now directly holds 54,645 shares of Agios common stock.
AGIO insider Sarah Gheuens filed a notice to sell up to 30,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services on the NASDAQ, with a proposed sale date of 08/04/2026. The shares relate to prior equity awards, including 14,169 restricted stock units granted on 12/02/2020 and 15,831 performance shares granted on 04/14/2020. The filing also reports a recent sale of 4,007 shares for $150,517.75 on 07/01/2026.
Farallon Capital Management, L.L.C. and affiliated investment funds and individuals report beneficial ownership of 5,917,400 Shares of Agios Pharmaceuticals, Inc. common stock on an amended Schedule 13G. This represents 9.9% of the outstanding Shares as of the reporting date.
The Shares are held directly by a group of investment partnerships collectively referred to as the Farallon Funds, for which Farallon Capital Management, L.L.C. serves as investment manager. Farallon and a group of managing and senior managing members share voting and dispositive power over these Shares, while the Farallon Funds have the right to receive dividends and sale proceeds.
Agios Pharmaceuticals reported much higher rare-disease drug revenue for the quarter ended June 30, 2026, mainly from AQVESME and PYRUKYND, while remaining loss-making. Net product revenue reached $44,745 for the quarter and $65,491 for the first half of 2026, compared with $12,455 and $21,181 a year earlier, with most growth from U.S. sales and rising rest-of-world contributions.
The company recorded a quarterly net loss of $100,703 and a six‑month net loss of $199,814, reflecting continued investment in R&D and commercialization. Operating expenses were $155,297 for the quarter, including $25,000 of in‑process R&D from a new global license for cevidoplenib from Oscotec. Cash, cash equivalents and marketable securities totaled $1.0 billion as of June 30, 2026, which management expects will fund current operations for at least twelve months.
Mitapivat remains the core asset, marketed as AQVESME in U.S. thalassemia and PYRUKYND in PK deficiency and other regions. A supplemental New Drug Application for sickle cell disease is under FDA priority review with a PDUFA goal date of November 1, 2026, supported by the ongoing REIGNITE phase 3 trial. Additional programs, including AG‑181 for phenylketonuria and AG‑236 for polycythemia vera, advanced through early clinical stages, while the Oscotec deal added cevidoplenib for immune thrombocytopenia and other autoimmune indications.
Agios Pharmaceuticals reported second-quarter 2026 results highlighted by sharp growth in mitapivat revenue. Worldwide net revenues from PYRUKYND and AQVESME were $44.7 million, up from $12.5 million a year earlier. Net loss was $100.7 million, compared to $112.0 million, or $1.69 per share.
U.S. mitapivat revenue reached $40.9 million and ex-U.S. revenue $3.8 million, with 442 cumulative AQVESME prescriptions for thalassemia written by REMS‑certified U.S. physicians. PYRUKYND received European Commission marketing authorization for thalassemia, and mitapivat is now approved for adults with thalassemia in the U.S., Saudi Arabia, United Arab Emirates, and EU.
The FDA accepted Agios’ sNDA for mitapivat in sickle cell disease with Priority Review and a November 1, 2026 PDUFA goal date, and the first patient was dosed in the REIGNITE Phase 3 trial. Agios licensed cevidoplenib for immune thrombocytopenia, advanced AG‑236 toward Phase 2/3 in polycythemia vera and AG‑181 in PKU, discontinued tebapivat programs, and ended the quarter with $964.8 million in cash, cash equivalents and marketable securities.
AGIOS PHARMACEUTICALS, INC. director Jay T. Backstrom reported equity compensation activity. On July 8, 2026, he acquired 1,447 shares of common stock at no cost, in connection with the exercise/vesting of 1,447 restricted stock units (RSUs). Following these transactions, he directly holds 1,447 common shares and 2,894 RSUs. The RSUs were originally granted on July 8, 2025 and are scheduled to vest in three equal annual installments beginning July 8, 2026.
Agios Pharmaceuticals reports a Schedule 13G showing D. E. Shaw & Co., L.P. and David E. Shaw hold 3,034,031 shares (5.1%) of Common Stock. The filing states shared voting power of 2,863,931 shares and shared dispositive power over 3,034,031 shares. The filing is signed July 2, 2026.
Agios Pharmaceuticals Chief Medical Officer Sarah Gheuens reported routine equity compensation activity and related tax sales. On July 1, 2026, 8,375 restricted stock units converted into an equal number of common shares as part of a scheduled vesting from a July 1, 2023 grant.
To cover tax withholding from this vesting, 4,007 common shares were sold at $37.56 per share under durable automatic sale instructions designed to qualify for the Rule 10b5-1(c) affirmative defense. After these transactions, Gheuens directly holds 84,645 shares of Agios common stock.
AGIO submitted a Form 144 notice listing 4,007 shares of Common Stock associated with the vesting of restricted stock units on 07/01/2026. The filing notes the securities are to be sold through Morgan Stanley Smith Barney LLC. It also records a prior sale of 2,940 shares on 04/02/2026 for $102,047.40 by Sarah Gheuens.
AGIOS PHARMACEUTICALS director Rahul D. Ballal reported equity compensation transactions. He exercised 2,816 restricted stock units into common stock and, after these transactions, directly holds 15,230 common shares.
On the same date, he received 14,950 stock options at an exercise price of $34.16 per share, expiring on June 18, 2036, and 2,927 new restricted stock units. Footnotes state the exercised RSUs were granted on June 18, 2025 and vested on June 18, 2026, while the new RSUs and options were granted on June 18, 2026 and will vest in full on June 18, 2027.