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.
Rahul Ballal, a director of Agios Pharmaceuticals (AGIO), reported a transaction dated 08/11/2025 involving restricted stock units and common stock. The filing records a grant of 2,302 restricted stock units, each representing a contingent right to receive one share, originally granted on 08/11/2022; the underlying shares vest in three equal annual installments beginning 08/11/2023. The report shows a price of $0 for the restricted units.
Following the reported transaction the filing shows Mr. Ballal beneficially owns 12,414 shares of Agios common stock in a direct capacity.
Cynthia Smith, a director of Agios Pharmaceuticals (AGIO), reported the vesting/conversion of 2,302 restricted stock units into common shares on 08/11/2025. The RSUs were granted on 08/11/2022 and, per the filing, vest in three equal annual installments beginning 08/11/2023. The transaction is recorded with transaction code M and shows an acquisition at $0 per share.
The filing reports 12,414 common shares beneficially owned directly by the reporting person following the reported transaction. No cash proceeds or sales are shown in the report, indicating this event reflects equity compensation vesting rather than a market sale.
Brian Goff, Chief Executive Officer and Director of Agios Pharmaceuticals (AGIO) reported transactions on Form 4 dated 08/08/2025. On that date 22,691 restricted stock units vested and were converted into common stock, and 11,085 shares were sold at $36.67 per share to satisfy tax withholding obligations. The sale was executed pursuant to durable automatic sale instructions consistent with a Rule 10b5-1(c) plan included in the reporting person's RSU agreement dated August 8, 2022.
The Form discloses that each RSU represents a contingent right to one share, the RSUs were granted on August 8, 2022, and vest in three equal annual installments beginning August 8, 2023. Following the reported transactions, the filing shows beneficial ownership of 123,528 shares.
Agios Pharmaceuticals filed a Form 144 reporting a proposed sale of 11,085 shares of common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of $410,810.10 and an approximate sale date of 08/08/2025. The filing shows 58,101,518 shares outstanding, so the proposed sale represents about 0.019% of outstanding shares.
The securities to be sold were recorded as acquired on 08/08/2025 by vesting of restricted stock units from the issuer. The filing also lists a prior sale by Brian Goff of 18,700 shares on 06/24/2025 for $627,198.00. Certain filer-identifying fields (CIK and the named person for whose account the current sale is being made) are not populated in the provided content.
Agios Pharmaceuticals (AGIO) Q2-25 10-Q highlights:
- Revenue: PYRUKYND® sales rose 45% YoY to $12.5 m for the quarter and 26% YoY to $21.2 m YTD.
- Losses: Operating loss widened to $233.7 m YTD (-18%) as R&D spend climbed 13% to $164.7 m and SG&A 31% to $87.4 m. Net loss YTD was $201.3 m (-$3.49/sh) vs $177.7 m (-$3.14/sh) in 2024.
- Cash runway: Cash, cash equivalents and marketable securities total $1.31 bn (-$143 m from YE-24) after $188.6 m operating cash burn; management still projects ≥12-month liquidity.
- Balance sheet: Equity fell to $1.37 bn (-11%) on growing accumulated deficit (-$350 m). No debt reported.
- Clinical & regulatory: FDA accepted sNDA for PYRUKYND in α/β-thalassemia (PDUFA 7-Sep-25); EMA and GCC filings submitted. Phase 3 ENERGIZE & ENERGIZE-T met primary/secondary endpoints but revealed hepatocellular injury risk—monthly LFT monitoring now included in label & protocols.
- Pipeline spend: $10 m milestone paid to Alnylam for TMPRSS6 siRNA (AG-236). Phase 2/3 RISE-UP for SCD ongoing.
- Outlook: Company remains pre-profit; commercialization of PYRUKYND beyond PK-deficiency and retained earn-out on vorasidenib royalties are key value drivers.