AGIO Agios Pharmaceuticals, Inc. - Common Stock
NASDAQ · Biotechnology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 30, 2026
$31.80
· of 52w range
· above low
· to high
$22.2452w low
$46.0052w high
Market Cap (MRQ)
$1.90B
P/E (TTM)
-4.5
EPS (TTM)
$-7.02
Revenue (TTM)
$98M
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52W Range
$22–$46
Analyst Rating
BUY
Price Target
$46
P/E
-4.5
ROE
-34.3%
Net Profit Margin
-418.2%
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AGIO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$31.80
Market Cap (MRQ)
$1.90B
P/E (TTM)
-4.5
EPS (TTM)
$-7.02
Revenue (TTM)
$98M
ROE (TTM)
-34.3%
52W Range
$22–$46
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About Agios Pharmaceuticals, Inc. - Common Stock Company overview from Wikipedia
Agios Pharmaceuticals Inc. is a publicly trading American pharmaceutical company pioneering therapies for genetically defined diseases, with a near-term focus on developing therapies for hemolytic anemias. The company was founded in 2008 (or 2007) by Lewis Cantley, Tak Mak and Craig Thompson. Agios is a Delaware corporation headquartered in Cambridge, Massachusetts. The company tendered an initial public offering in July 2013.
History
In 2012, Agios was named among the defendants in a lawsuit against one of its founders, Craig Thompson, alleging that Thompson used research illegally taken from the Abramson Family Cancer Research Institute in research at Agios.
In May 2016, the company announced it would launch partnership with Celgene, developing metabolic immuno-oncology therapies and licensing AG-221 as well as AG-881 to Celgene, potentially garnering Agios $120 million in drug licensing payments.
In April 2017, the company raised $250 million in a new stock offering in anticipation of approval for its first cancer drug, enasidenib, by the US Food and Drug Administration.
In December 2017, the company filed a New Drug Application with the US FDA for ivosidenib for the treatment of adult patients with relapsed or refractory acute myeloid leukemia with an IDH1 mutation.
In November 2019, Agios announced an underwritten public offering of 8,250,000 shares of common stock at a price of $31.00 per share which would result in approximately $256 million aggregate gross proceeds.
In April 2022, the FDA approved mitapivat as first disease-modifying therapy for hemolytic anemia in adults with pyruvate kinase deficiency.
Corporate governance
As of August 2022, Agios' CEO is Brian Goff.
Agios was established as a private company and converted to a public company with its initial public offering in July 2013 and subsequent listing on NASDAQ.
== References ==
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorHealthcare
industryBiotechnology
employees539
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$54M2016-12-31 → 2025-12-31
EPS$-7.122019-12-31 → 2025-12-31
Free Cash Flow$-377M2016-12-31 → 2025-12-31
Net margin-418.2%2017-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | AGIO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | -4.55Y avg ≈-2.0 | ≈-2.0 | · | · | |
| P/S (TTM) | 19.35Y avg ≈59.0 | ≈59.0 | 25.9 | Fair value | |
| P/B (MRQ) | 1.85Y avg ≈1.4 | ≈1.4 | 6.0 | Undervalued | |
| Price / FCF (TTM) | -5.25Y avg ≈-4.5 | ≈-4.5 | · | · | |
| Price / Cash Flow (TTM) | -5.35Y avg ≈-4.5 | ≈-4.5 | · | · | |
| Price / Tangible Book | 2013.95Y avg ≈1.4 | ≈1.4 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | AGIO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | -466.8%5Y avg ≈-1558.0% | ≈-1558.0% | -474.4% | Top tier | |
| EBITDA Margin | -873.9%5Y avg ≈-1558.0% | ≈-1558.0% | -474.4% | Top tier | |
| Pretax Margin | -765.9%5Y avg ≈-434.8% | ≈-434.8% | -660.8% | Weak | |
| Net Profit Margin (TTM) | -418.2%5Y avg ≈-464.6% | ≈-464.6% | -442.9% | Top tier | |
| ROA (TTM) | -31.9%5Y avg ≈22.9% | ≈22.9% | -34.8% | Top tier | |
| ROE (TTM) | -34.3%5Y avg ≈13.4% | ≈13.4% | -76.5% | Top tier | |
| ROIC | -39.5% | · | -134.2% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | AGIO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 10.25Y avg ≈13.3 | ≈13.3 | 7.7 | Strong liquidity | |
| Quick Ratio | 1.15Y avg ≈1.8 | ≈1.8 | 4.3 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | AGIO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 48.0%5Y avg ≈57.5% | ≈57.5% | · | · | |
| Revenue CAGR 3Y | 56.0% | · | · | · | |
| EPS CAGR 3Y | -24.0% | · | · | · | |
| Net Income CAGR 3Y | -25.1% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | AGIO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.05Y avg ≈0.0 | ≈0.0 | 0.3 | Weak | |
| Inventory Turnover | 0.25Y avg ≈0.2 | ≈0.2 | · | · | |
| Revenue / Employee | ≈$100.2K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
5.5%
Next Report
Oct 28, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 29, 2026 | $-1.69 | $-1.70 | 0.66% |
| March 31, 2026 | $-1.69 | $-1.84 | 8.0% | |
| Dec. 31, 2025 | $-1.86 | $-1.99 | 6.3% | |
| Sept. 30, 2025 | $-1.78 | $-1.94 | 8.1% | |
| June 30, 2025 | $-1.93 | $-1.84 | -4.7% | |
| March 31, 2025 | $-1.55 | $-1.82 | 14.8% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $54M | $36M | $27M | $14M | $0 | $0 | $118M | $94M | $43M | $70M | $59M | $65M | |
| Cost of Revenue | $6M | $4M | $3M | $2M | $0 | $0 | $1M | $1M | $0 | $0 | · | · | |
| R&D Expense | $340M | $301M | $296M | $280M | $257M | $221M | $214M | $341M | $293M | $220M | $142M | $100M | |
| SG&A Expense | $180M | $157M | $120M | $122M | $121M | $115M | $102M | $114M | $71M | $51M | $36M | $19M | |
| Operating Expenses | $526M | $462M | $418M | $403M | $378M | $336M | $316M | $457M | $364M | $271M | $178M | $119M | |
| Operating Income | $-472M | $-426M | $-391M | $-389M | $-378M | $-336M | $-316M | $-362M | $-321M | $-201M | $-119M | $-54M | |
| Interest Income | · | · | · | $13M | $836.0K | $7M | $15M | $16M | $6M | $3M | $968.0K | $203.0K | |
| Other Non-op | $2M | $6M | $6M | $7M | $14M | $0 | $0 | · | · | · | · | · | |
| Pretax Income | $-414M | $718M | $-352M | $-232M | $-357M | $-329M | $-301M | $-346M | $-315M | $-198M | $-118M | $-54M | |
| Income Tax | $-1M | $44M | $0 | $0 | · | · | $0 | $0 | $0 | $0 | $0 | $-426.0K | |
| Net Income | $-413M | $674M | $-352M | $-232M | $1.60B | $-327M | $-411M | $-346M | $-315M | $-198M | $-118M | $-54M | |
| EPS (Basic) | $-7.12 | $11.86 | $-6.33 | $-4.23 | $26.55 | $-4.74 | $-6.86 | · | · | · | · | · | |
| EPS (Diluted) | $-7.12 | $11.64 | $-6.33 | $-4.23 | $26.55 | $-4.74 | $-6.86 | · | · | · | · | · | |
| Shares (Basic) | 57,972,004 | 56,807,415 | 55,651,487 | 54,789,435 | 60,447,346 | 68,997,879 | 59,994,539 | · | · | · | · | · | |
| Shares (Diluted) | 57,972,004 | 57,889,255 | 55,651,487 | 54,789,435 | 60,447,346 | 68,997,879 | 59,994,539 | · | · | · | · | · | |
| EBITDA | $-472M | $-426M | $-391M | $-389M | $-378M | $-316M | $-418M | $-362M | $-321M | $-201M | $-119M | $-54M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $89M | $76M | $88M | $139M | $203M | $127M | $81M | $71M | $103M | $161M | $72M | $14M | |
| Short-term Investments | · | · | · | · | · | · | · | $515M | $321M | $381M | · | · | |
| Inventory | $33M | $28M | $19M | $8M | $0 | $15M | $7M | $869.0K | $0 | · | · | · | |
| Prepaid Expense | $44M | $40M | $35M | $39M | $40M | $16M | $24M | $17M | $18M | $10M | $9M | $5M | |
| Current Assets | $942M | $966M | $834M | $833M | $1.06B | $637M | $612M | $614M | $445M | $560M | $337M | $360M | |
| PP&E (Net) | $11M | $12M | $15M | $23M | $29M | $31M | $31M | $24M | $24M | $25M | $23M | $6M | |
| PP&E (Gross) | $71M | $68M | $68M | $73M | $74M | $72M | $64M | $50M | $44M | $39M | $31M | $12M | |
| Accum. Depreciation | $60M | $56M | $52M | $50M | $45M | $41M | $32M | $26M | $19M | $13M | $8M | $6M | |
| Other Non-current Assets | $4M | $5M | $4M | $4M | $3M | $0 | $0 | $238.0K | $891.0K | $2M | $611.0K | $590.0K | |
| Total Assets | $1.30B | $1.66B | $937M | $1.24B | $1.44B | $853M | $891M | $858M | $614M | $619M | $420M | $492M | |
| Accounts Payable | $18M | $17M | $10M | $19M | $17M | $18M | $22M | $18M | $23M | $17M | $15M | $11M | |
| Accrued Liabilities | $45M | $47M | $43M | $30M | $32M | $31M | $53M | $42M | $34M | $32M | $16M | $14M | |
| Current Liabilities | $82M | $81M | $68M | $63M | $60M | $94M | $93M | $94M | $95M | $88M | $53M | $61M | |
| Capital Leases | $22M | $40M | $57M | $72M | $86M | $97M | $106M | · | · | · | · | · | |
| Other Non-current Liabilities | $90.0K | $880.0K | $1M | $3M | $0 | · | · | · | · | · | · | · | |
| Total Liabilities | $104M | $122M | $126M | $138M | $146M | $453M | $250M | $171M | $239M | $261M | · | · | |
| Common Stock | · | · | · | · | $71.0K | $69.0K | $68.0K | $58.0K | $49.0K | $42.0K | $38.0K | $37.0K | |
| Retained Earnings | $-562M | $-149M | $-823M | $-471M | $-239M | $-1.84B | $-1.52B | $-1.10B | $-798M | $-483M | $-285M | $-167M | |
| Treasury Stock | $802M | $802M | $802M | $802M | $802M | $0 | · | · | · | · | · | · | |
| Stockholders' Equity | $1.19B | $1.54B | $811M | $1.10B | $1.29B | $400M | $641M | $688M | $376M | $359M | $345M | $424M | |
| Liabilities + Equity | $1.30B | $1.66B | $937M | $1.24B | $1.44B | $853M | $891M | $858M | $614M | $619M | $420M | $492M | |
| Shares Outstanding | 58,448,592 | 73,372,696,000 | 72,161,489 | 71,256,118 | 70,550,631 | 69,293,920 | 68,401,105 | 58,218,653 | 48,826,153 | 42,220,444 | 37,696,502 | 37,100,513 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | $8M | $7M | $6M | · | · | · | |
| Stock-based Comp | $53M | $43M | $45M | $49M | $54M | $62M | $58M | $73M | $48M | $42M | $32M | $12M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | |
| Other Non-cash | · | · | · | · | · | · | $-40M | · | · | · | · | · | |
| Operating Cash Flow | $-373M | $-390M | $-296M | $-309M | $-407M | $-291M | $-371M | $-304M | $-285M | $39M | $-77M | $-59M | |
| CapEx | $4M | $2M | $999.0K | $5M | $6M | $14M | $12M | $7M | $5M | $10M | $20M | $2M | |
| Investing Cash Flow | $377M | $363M | $240M | $243M | $1.25B | $76M | $91M | $-274M | $-58M | $-119M | $128M | · | |
| Stock Issued | · | · | · | · | $0 | $0 | $277M | $516M | $270M | $162M | $0 | $334M | |
| Net Stock Activity | · | · | · | · | $0 | $0 | $277M | $516M | $270M | $162M | · | $334M | |
| Financing Cash Flow | $9M | $14M | $5M | $2M | $-766M | $262M | $290M | $546M | $285M | $170M | $6M | · | |
| Net Change in Cash | $13M | $-12M | $-51M | $-64M | $76M | $47M | $10M | $-32M | $-58M | $89M | $58M | $-58M | |
| Taxes Paid | $628.0K | $43M | $2M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $-377M | $-392M | $-297M | $-314M | $-413M | $-306M | $-383M | $-311M | $-290M | $29M | $-97M | $-62M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -873.9% | -1166.5% | -1459.5% | -2732.1% | · | -155.6% | -361.6% | · | -745.8% | · | · | -82.8% | |
| Net Margin | -764.0% | 1845.9% | -1312.6% | -1627.8% | · | -161.1% | -349.0% | · | -731.6% | · | · | -81.9% | |
| Pretax Margin | -765.9% | 1967.2% | -1312.6% | -1627.8% | · | -161.2% | -349.0% | · | -731.6% | · | · | -82.5% | |
| EBITDA Margin | -873.9% | -1166.5% | -1459.5% | -2732.1% | · | -155.6% | -354.7% | · | -745.8% | · | · | -82.8% | |
| ROA | -27.9% | 51.8% | -32.4% | -17.3% | 140.1% | -37.5% | -47.0% | -47.0% | -51.0% | -38.2% | -25.8% | -15.4% | |
| ROE | -32.2% | 42.5% | -41.5% | -21.6% | 119.4% | -74.4% | -75.6% | -47.8% | -85.7% | -56.4% | -30.6% | -19.2% | |
| ROIC | -39.5% | -25.9% | · | · | · | · | -66.6% | -52.7% | -85.4% | · | · | -12.7% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 11.5 | 11.9 | 12.3 | 13.3 | 17.8 | 6.7 | 6.6 | 6.6 | 4.7 | 6.3 | 6.4 | 5.9 | |
| Quick Ratio | 1.1 | 0.9 | 1.3 | 2.2 | 3.4 | 1.4 | 0.9 | 6.3 | 4.5 | 1.8 | 1.4 | 0.2 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | · | 0.2 | 0.1 | · | 0.1 | · | · | 0.2 | |
| Inventory Turnover | 0.2 | 0.2 | 0.2 | 0.4 | · | 0.3 | 0.3 | 3.2 | · | · | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $20.41 | $26.96 | $14.50 | $20.00 | $23.78 | $5.77 | $9.36 | $11.81 | $7.69 | $8.49 | $9.16 | $11.44 | |
| Revenue / Share | $0.93 | $0.63 | $0.48 | $0.26 | · | · | · | · | · | · | · | · | |
| Cash Flow / Share | $-6.43 | $-6.73 | $-5.32 | $-5.65 | $-6.74 | · | · | · | · | · | · | · | |
| Cash / Share | $1.52 | $1.33 | $1.58 | $2.53 | $3.74 | $1.84 | $1.18 | $1.21 | $2.10 | $3.81 | $1.90 | $0.38 | |
| EPS (TTM) | $-7.12 | $11.64 | $-6.33 | $-4.23 | $26.55 | $-4.74 | $-6.86 | · | · | · | · | $-1.59 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 48.0% | 36.1% | 88.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 56.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -24.0% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -25.1% | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $54M | $36M | $27M | $14M | $0 | $0 | $118M | $94M | $43M | $70M | $59M | $65M | |
| Net Income TTM | $-413M | $674M | $-352M | $-232M | $1.60B | $-327M | $-411M | $-346M | $-315M | $-198M | $-118M | $-54M | |
| Market Cap | $1.59B | $1.88B | $1.25B | $1.55B | $1.79B | $3.00B | $3.27B | $2.68B | $2.79B | $1.76B | $2.45B | $4.16B | |
| P/E | -3.8 | 2.8 | -3.5 | -6.6 | 1.2 | -9.1 | -7.0 | · | · | · | · | -70.5 | |
| P/S | 29.4 | 51.5 | 46.4 | 108.5 | · | · | 27.7 | 28.4 | 64.9 | 25.2 | 41.4 | 63.6 | |
| P/B | 1.3 | 1.2 | 1.5 | 1.4 | 1.4 | 7.5 | 5.1 | 3.9 | 7.4 | 4.9 | 7.1 | 9.8 | |
| P / Tangible Book | 1.3 | 1.2 | 1.5 | 1.4 | 1.4 | 7.5 | · | · | · | · | · | · | |
| P / Cash Flow | -4.3 | -4.8 | -4.2 | -5.0 | -4.4 | -10.3 | -8.8 | -8.8 | -9.8 | 45.7 | -31.8 | -70.0 | |
| P / FCF | -4.2 | -4.8 | -4.2 | -4.9 | -4.3 | -9.8 | -8.5 | -8.6 | -9.6 | 61.5 | -25.2 | -67.5 | |
| Earnings Yield | -26.2% | 35.4% | -28.4% | -15.1% | 80.8% | -10.9% | -14.4% | · | · | · | · | -1.4% |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $45M | $21M | $20M | $13M | $12M | $9M | $11M | $9M | $9M | $8M | $7M | $7M | $7M | $6M | $4M | $4M | |
| Cost of Revenue | $3M | $1M | $2M | $2M | $2M | $1M | $1M | $783.0K | $1M | $627.0K | $586.0K | $633.0K | $1M | $554.0K | $413.0K | $517.0K | |
| R&D Expense | $101M | $81M | $88M | $87M | $92M | $73M | $83M | $72M | $77M | $69M | $77M | $82M | $69M | $67M | $70M | $65M | |
| SG&A Expense | $52M | $48M | $52M | $41M | $46M | $42M | $52M | $39M | $36M | $31M | $35M | $26M | $30M | $28M | $33M | $29M | |
| Operating Expenses | $155M | $131M | $142M | $130M | $140M | $115M | $136M | $112M | $114M | $100M | $113M | $108M | $100M | $96M | $103M | $95M | |
| Operating Income | $-111M | $-110M | $-122M | $-117M | $-127M | $-107M | $-125M | $-103M | $-106M | $-92M | $-106M | $-101M | $-94M | $-91M | $-99M | $-91M | |
| Other Non-op | $119.0K | $119.0K | $113.0K | $67.0K | $523.0K | $1M | $2M | $2M | $2M | $2M | $2M | $1M | $2M | $2M | $1M | $1M | |
| Pretax Income | · | · | $-109M | $-103M | · | · | $-105M | $1.00B | · | · | $-96M | $-91M | · | · | · | · | |
| Income Tax | · | · | $-1M | $0 | · | · | $-9M | $53M | · | · | $0 | $0 | · | · | $0 | $0 | |
| Net Income | $-101M | $-99M | $-108M | $-103M | $-112M | $-89M | $-97M | $948M | $-96M | $-82M | $-96M | $-91M | $-84M | $-81M | $37M | $-82M | |
| EPS (Basic) | $-1.69 | $-1.69 | $-1.86 | $-1.78 | $-1.93 | $-1.55 | $-1.65 | $16.65 | $-1.69 | $-1.45 | $-1.71 | $-1.64 | $-1.51 | $-1.47 | $0.68 | $-1.49 | |
| EPS (Diluted) | $-1.69 | $-1.69 | $-1.86 | $-1.78 | $-1.93 | $-1.55 | $-1.44 | $16.22 | $-1.69 | $-1.45 | $-1.71 | $-1.64 | $-1.51 | $-1.47 | $0.68 | $-1.49 | |
| Shares (Basic) | 59,488,871 | 58,782,241 | · | 58,139,277 | 57,932,576 | 57,459,195 | · | 56,939,403 | 56,802,546 | 56,383,475 | · | 55,803,663 | 55,604,330 | 55,265,390 | · | 54,844,579 | |
| Shares (Diluted) | 59,488,871 | 58,782,241 | · | 58,139,277 | 57,932,576 | 57,459,195 | · | 58,432,796 | 56,802,546 | 56,383,475 | · | 55,803,663 | 55,604,330 | 55,265,390 | · | 54,844,579 | |
| EBITDA | $-111M | $-110M | · | $-117M | $-127M | $-107M | · | $-103M | $-106M | $-92M | · | $-101M | $-94M | $-91M | · | $-91M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $100M | $114M | $89M | $93M | $81M | $79M | $76M | $254M | $85M | $119M | · | $64M | $85M | $104M | · | $122M | |
| Inventory | $36M | $35M | $33M | $32M | $31M | $30M | $28M | $26M | $24M | $23M | · | $17M | $16M | $11M | · | $5M | |
| Prepaid Expense | $46M | $47M | $44M | $43M | $45M | $42M | $40M | $40M | $35M | $39M | · | $38M | $37M | $39M | · | $46M | |
| Current Assets | $718M | $835M | $942M | $1.03B | $1.02B | $969M | $966M | $1.07B | $632M | $664M | · | $704M | $757M | $792M | · | $785M | |
| PP&E (Net) | $10M | $11M | $11M | $11M | $11M | $11M | $12M | $12M | $13M | $14M | · | $17M | $20M | $21M | · | $25M | |
| PP&E (Gross) | · | · | $71M | · | · | · | $68M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $60M | · | · | · | $56M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $10M | $4M | $4M | $4M | $4M | $5M | $5M | $4M | $4M | $4M | · | $4M | $4M | $4M | · | $4M | |
| Total Assets | $1.11B | $1.18B | $1.30B | $1.39B | $1.47B | $1.56B | $1.66B | $1.79B | $773M | $850M | · | $1.01B | $1.09B | $1.15B | · | $1.18B | |
| Accounts Payable | $16M | $14M | $18M | $20M | $18M | $14M | $17M | $17M | $10M | $11M | · | $13M | $12M | $9M | · | $10M | |
| Accrued Liabilities | $35M | $26M | $45M | $37M | $35M | $21M | $47M | $33M | $37M | $25M | · | $30M | $29M | $22M | · | $30M | |
| Current Liabilities | $70M | $59M | $82M | $75M | $70M | $52M | $81M | $119M | $63M | $52M | · | $58M | $55M | $45M | · | $54M | |
| Capital Leases | $12M | $17M | $22M | $27M | $31M | $36M | $40M | $45M | $49M | $53M | · | $61M | $65M | $68M | · | $75M | |
| Other Non-current Liabilities | $240.0K | $90.0K | $90.0K | $90.0K | $101.0K | $880.0K | $880.0K | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Total Liabilities | $82M | $76M | $104M | $101M | $102M | $89M | $122M | $165M | $113M | $106M | · | $120M | $121M | $115M | · | $130M | |
| Retained Earnings | $-762M | $-661M | $-562M | $-454M | $-350M | $-238M | $-149M | $-52M | $-1.00B | $-904M | · | $-727M | $-635M | $-552M | · | $-507M | |
| Treasury Stock | $802M | $802M | $802M | $802M | $802M | $802M | $802M | $802M | $802M | $802M | · | $802M | $802M | $802M | · | $802M | |
| Stockholders' Equity | $1.03B | $1.11B | $1.19B | $1.28B | $1.37B | $1.47B | $1.54B | $1.63B | $661M | $744M | $811M | $887M | $964M | $1.04B | $1.10B | $1.05B | |
| Liabilities + Equity | $1.11B | $1.18B | $1.30B | $1.39B | $1.47B | $1.56B | $1.66B | $1.79B | $773M | $850M | · | $1.01B | $1.09B | $1.15B | · | $1.18B | |
| Shares Outstanding | 59,604,830 | 59,341,338 | 58,448,592 | 58,279,876 | 58,038,545 | 57,886,781 | 57,156,285 | 57,021,543 | 56,875,079 | 56,751,511 | 72,161,489 | 55,883,973 | 55,734,775 | 55,541,367 | 71,256,118 | 54,894,031 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $16M | $16M | $14M | $12M | $15M | $11M | $11M | $11M | $12M | $9M | $14M | $9M | $12M | $10M | $11M | $11M | |
| Operating Cash Flow | $-57M | $-119M | $-96M | $-88M | $-77M | $-111M | $-133M | $-84M | $-73M | $-100M | $-72M | $-62M | $-67M | $-95M | $-66M | $-71M | |
| CapEx | $1M | $769.0K | $1M | $2M | $875.0K | $766.0K | $967.0K | $419.0K | $158.0K | $141.0K | $234.0K | $369.0K | $-3.0K | $399.0K | $113.0K | $38.0K | |
| Investing Cash Flow | $40M | $141M | $90M | $96M | $79M | $113M | $-49M | $251M | $37M | $125M | $96M | $39M | $47M | $58M | $83M | $104M | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Financing Cash Flow | $3M | $2M | $3M | $4M | $65.0K | $2M | $5M | $3M | $1M | $6M | $847.0K | $2M | $237.0K | $2M | $22.0K | $1M | |
| Net Change in Cash | $-14M | $24M | $-4M | $12M | $2M | $3M | $-177M | $169M | $-34M | $31M | $24M | $-20M | $-19M | $-35M | $17M | $34M | |
| Taxes Paid | $70.0K | $4.0K | $-940.0K | $65.0K | $1M | $188.0K | $44M | $-34.0K | $-78.0K | $-525.0K | $-17.0K | $785.0K | $801.0K | $0 | · | $98.0K | |
| Free Cash Flow | · | $-120M | · | · | · | $-112M | · | · | · | $-100M | · | · | · | $-96M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -247.1% | -530.3% | · | -907.4% | -1020.1% | -1222.0% | · | -1146.9% | -1228.3% | -1124.3% | · | -1363.7% | -1396.0% | -1615.5% | · | -2590.7% | |
| Net Margin | -225.1% | -477.7% | · | -803.0% | -899.4% | -1023.2% | · | 10574.7% | -1115.7% | -995.8% | · | -1234.3% | -1248.6% | -1444.4% | · | -2325.0% | |
| Pretax Margin | · | · | · | -803.0% | · | · | · | 11167.3% | · | · | · | · | · | · | · | · | |
| EBITDA Margin | -247.1% | -530.3% | · | -907.4% | -1020.1% | -1222.0% | · | -1146.9% | -1228.3% | -1124.3% | · | -1363.7% | -1396.0% | -1615.5% | · | -2590.7% | |
| ROA | -7.8% | -7.2% | · | -6.5% | -10.0% | -7.4% | · | 67.7% | -10.3% | -8.2% | · | -8.3% | -7.2% | -6.5% | · | -6.0% | |
| ROE | -8.4% | -7.7% | · | -7.1% | -11.0% | -8.1% | · | 75.4% | -11.8% | -9.2% | · | -9.4% | -8.0% | -7.2% | · | -6.7% | |
| ROIC | · | · | · | -9.1% | · | · | · | -6.0% | · | · | · | · | · | · | · | · |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 10.2 | 14.2 | · | 13.8 | 14.5 | 18.5 | · | 9.0 | 10.1 | 12.8 | · | 12.1 | 13.7 | 17.5 | · | 14.6 | |
| Quick Ratio | 1.4 | 1.9 | · | 1.2 | 1.1 | 1.5 | · | 2.1 | 1.3 | 2.3 | · | 1.1 | 1.5 | 2.3 | · | 2.3 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | |
| Inventory Turnover | 0.1 | 0.0 | · | 0.1 | 0.1 | 0.0 | · | 0.0 | 0.1 | 0.0 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $17.21 | $18.69 | · | $22.04 | $23.60 | $25.33 | · | $28.53 | $11.61 | $13.11 | · | $15.87 | $17.30 | $18.66 | · | $19.13 | |
| Revenue / Share | $0.75 | $0.35 | · | $0.22 | $0.21 | $0.15 | · | $0.15 | $0.15 | $0.15 | · | $0.13 | $0.12 | $0.10 | · | $0.06 | |
| Cash Flow / Share | · | $-2.02 | · | · | · | $-1.94 | · | · | · | $-1.77 | · | · | · | $-1.72 | · | · | |
| Cash / Share | $1.67 | $1.91 | · | $1.59 | $1.39 | $1.36 | · | $4.45 | $1.49 | $2.09 | · | $1.15 | $1.52 | $1.88 | · | $2.23 | |
| EPS (TTM) | $-7.02 | $-7.26 | · | $-6.70 | $11.30 | $11.54 | · | $11.37 | $-6.49 | $-6.31 | · | $-3.94 | $-3.79 | $-3.96 | · | $-2.34 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $98M | $66M | · | $45M | $41M | $37M | · | $33M | $31M | $29M | · | $24M | $20M | $19M | · | $10M | |
| Net Income TTM | $-411M | $-423M | · | $-401M | $650M | $666M | · | $674M | $-365M | $-353M | · | $-220M | $-210M | $-218M | · | $-363M | |
| Market Cap | $2.21B | $2.01B | · | $2.34B | $1.93B | $1.70B | · | $2.53B | $2.45B | $1.66B | · | $1.38B | $1.58B | $1.28B | · | $1.55B | |
| P/E | -5.3 | -4.7 | · | -6.0 | 2.9 | 2.5 | · | 3.9 | -6.6 | -4.6 | · | -6.3 | -7.5 | -5.8 | · | -12.1 | |
| P/S | 22.5 | 30.4 | · | 52.2 | 47.2 | 45.8 | · | 77.1 | 78.3 | 56.4 | · | 57.6 | 78.3 | 67.1 | · | 156.3 | |
| P/B | 2.2 | 1.8 | · | 1.8 | 1.4 | 1.2 | · | 1.6 | 3.7 | 2.2 | · | 1.6 | 1.6 | 1.2 | · | 1.5 | |
| P / Tangible Book | 2.2 | 1.8 | · | 1.8 | 1.4 | 1.2 | · | 1.6 | 3.7 | 2.2 | · | 1.6 | 1.6 | 1.2 | · | 1.5 | |
| P / Cash Flow | · | -16.9 | · | · | · | -15.2 | · | · | · | -16.6 | · | · | · | -13.4 | · | · | |
| Earnings Yield | -18.9% | -21.5% | · | -16.7% | 34.0% | 39.4% | · | 25.6% | -15.0% | -21.6% | · | -15.9% | -13.4% | -17.2% | · | -8.3% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $54M | $36M | $27M | $14M | $0 |
| Operating Margin % | -873.9% | -1166.5% | -1459.5% | -2732.1% | · |
| Net Income | $-413M | $674M | $-352M | $-232M | $1.60B |
| Diluted EPS | $-7.12 | $11.64 | $-6.33 | $-4.23 | $26.55 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | 11.5 | 11.9 | 12.3 | 13.3 | 17.8 |
| Quick Ratio | 1.1 | 0.9 | 1.3 | 2.2 | 3.4 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $-377M | $-392M | $-297M | $-314M | $-413M |
Institutional owners (13F) 262 filers · $2.7B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
262
Value held
$2.7B
New positions
39
Exited positions
30
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 39 (-2 vs prior Q) | 30 (-2 vs prior Q) | 96 (+16 vs prior Q) | 69 (-19 vs prior Q) | +8.4M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $239,582,050 | 6,455,997 | 8.88% | Shares |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | $219,594,714 | 5,917,400 | 8.14% | Shares |
| VANGUARD GROUP INC | $152,278,288 | 5,594,353 | 5.64% | Shares |
| STATE STREET CORP | $131,144,972 | 3,533,633 | 4.86% | Shares |
| Lynx1 Capital Management LP | $126,505,652 | 3,408,937 | 4.69% | Shares |
| D. E. Shaw & Co., Inc. | $115,300,956 | 3,107,005 | 4.27% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $107,552,091 | 2,898,197 | 3.98% | Shares |
| ARMISTICE CAPITAL, LLC | $104,279,100 | 2,810,000 | 3.86% | Call option |
| VANGUARD CAPITAL MANAGEMENT LLC | $99,523,268 | 2,681,845 | 3.69% | Shares |
| ARMISTICE CAPITAL, LLC | $89,064,000 | 2,400,000 | 3.30% | Shares |
| Erste Asset Management GmbH | $81,972,396 | 2,154,900 | 3.04% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $78,332,000 | 2,110,809 | 2.90% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $58,433,490 | 1,574,268 | 2.17% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $51,046,957 | 1,375,558 | 1.89% | Shares |
| ADAR1 Capital Management, LLC | $47,799,647 | 1,288,053 | 1.77% | Shares |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $47,502,433 | 1,280,044 | 1.76% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $46,345,467 | 1,248,738 | 1.72% | Shares |
| GOLDMAN SACHS GROUP INC | $42,711,087 | 1,150,932 | 1.58% | Shares |
| UBS Group AG | $36,584,189 | 985,831 | 1.36% | Shares |
| MORGAN STANLEY | $35,746,487 | 963,256 | 1.32% | Shares |
| Nuveen, LLC | $32,417,811 | 873,560 | 1.20% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $30,078,768 | 810,530 | 1.11% | Shares |
| Foresite Capital Management VI LLC | $29,131,350 | 785,000 | 1.08% | Shares |
| CITADEL ADVISORS LLC | $27,190,015 | 732,687 | 1.01% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $25,395,858 | 684,340 | 0.94% | Shares |
| Parkman Healthcare Partners LLC | $24,828,297 | 669,046 | 0.92% | Shares |
| SCS Capital Management LLC | $22,742,864 | 612,850 | 0.84% | Shares |
| Qube Research & Technologies Ltd | $22,178,346 | 597,638 | 0.82% | Shares |
| NORTHERN TRUST CORP | $20,585,250 | 554,709 | 0.76% | Shares |
| Defilade Capital Management, L.P. | $20,293,529 | 546,848 | 0.75% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19,969,930 | 538,128 | 0.74% | Shares |
| TWO SIGMA INVESTMENTS, LP | $19,905,062 | 536,380 | 0.74% | Shares |
| Rock Springs Capital Management LP | $19,763,413 | 532,563 | 0.73% | Shares |
| Schonfeld Strategic Advisors LLC | $19,300,279 | 520,083 | 0.72% | Shares |
| BANK OF AMERICA CORP /DE/ | $18,847,034 | 507,869 | 0.70% | Shares |
| Point72 Asset Management, L.P. | $18,790,426 | 506,344 | 0.70% | Shares |
| JANE STREET GROUP, LLC | $18,280,312 | 492,598 | 0.68% | Shares |
| Legal & General Group Plc | $16,132,422 | 434,719 | 0.60% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $14,690,661 | 395,868 | 0.54% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $13,876,579 | 373,931 | 0.51% | Shares |
| KENNEDY CAPITAL MANAGEMENT LLC | $13,850,565 | 373,230 | 0.51% | Shares |
| JPMORGAN CHASE & CO | $13,783,528 | 359,756 | 0.51% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $13,342,901 | 359,550 | 0.49% | Shares |
| Squarepoint Ops LLC | $11,917,431 | 321,138 | 0.44% | Shares |
| Ensign Peak Advisors, Inc | $11,045,049 | 297,630 | 0.41% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $9,996,803 | 269,383 | 0.37% | Shares |
| ALGERT GLOBAL LLC | $9,203,540 | 248,007 | 0.34% | Shares |
| JANE STREET GROUP, LLC | $7,974,939 | 214,900 | 0.30% | Put option |
| Palo Alto Investors LP | $7,926,733 | 213,601 | 0.29% | Shares |
| Tetragon Partners GP Ltd | $7,629,037 | 205,579 | 0.28% | Shares |
Activists & 5%+ owners 3 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB COMPANY, CELGENE CORPORATION, CELGENE SWITZERLAND LLC, CELGENE EUROPEAN INVESTMENT COMPANY LLC, CELGENE ALPINE INVESTMENT CO., LLC | April 5, 2021 | · | Initial filing | · | SEC |
| CELGENE SWITZERLAND LLC, CELGENE EUROPEAN INVESTMENT COMPANY LLC, CELGENE ALPINE INVESTMENT CO., LLC, CELGENE CORPORATION ×3 filings | Nov. 14, 2019 | · | Initial filing | Capital structure | SEC |
| CELGENE EUROPEAN INVESTMENT COMPANY LLC, CELGENE ALPINE INVESTMENT CO., LLC, CELGENE CORPORATION ×3 filings | Dec. 17, 2014 | · | Initial filing | Capital structure | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 38 insiders · 18 officers · 20 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Brian Goff | Chief Executive Officer | June 18, 2026 A | 184,508 | 0 | 7 | $-1,691,387 |
| Cecilia Jones | Chief Financial Officer | June 18, 2026 A | 54,998 | 0 | 6 | $-334,266 |
| Jonathan Biller | Chief Financial Officer | March 1, 2022 A | 22,953 | 0 | 0 | $0 |
| Andrew Hirsch | Chief Financial Officer | April 22, 2020 M | 24,272 | 0 | 0 | $0 |
| John Duncan Higgons | Chief Operating Officer | Jan. 4, 2016 M | 120,834 | 0 | 0 | $0 |
| Sarah Gheuens | Chief Medical Officer | Aug. 4, 2026 S | 54,645 | 0 | 10 | $-1,625,034 |
| Krishnan Viswanadhan | Chief Strategy and Operations | June 18, 2026 A | 10,282 | 0 | 2 | $-184,967 |
| Tsveta Milanova | Chief Commercial Officer | June 18, 2026 A | 46,829 | 0 | 5 | $-353,311 |
| James William Burns | Chief Legal Officer | June 18, 2026 A | 49,306 | 0 | 6 | $-344,391 |
| Theodore James Washburn Jr. | Principal Accounting Officer | March 3, 2026 S | 868 | 0 | 4 | $-216,633 |
| Richa Poddar | Chief Commercial Officer | Oct. 15, 2022 M | 8,508 | 0 | 0 | $0 |
| Bruce Car | Chief Scientific Officer | March 1, 2022 A | 16,752 | 0 | 0 | $0 |
| Carman Alenson | Principal Accounting Officer | June 21, 2021 M | 0 | 0 | 0 | $0 |
| Christopher Bowden | Chief Medical Officer | June 18, 2021 M | 15,487 | 0 | 0 | $0 |
| Darrin Miles | Chief Commercial Officer | May 14, 2021 S | 7,209 | 0 | 0 | $0 |
| Scott Biller | Chief Scientific Officer | June 11, 2019 M | 33,729 | 0 | 0 | $0 |
| Steven L. Hoerter | Chief Commercial Officer | March 4, 2019 M | 10,941 | 0 | 0 | $0 |
| Glenn Goddard | Senior Vice President, Finance | Feb. 16, 2016 A | 0 | 0 | 0 | $0 |
| Jay T. Backstrom | Director | July 8, 2026 M | 1,447 | 0 | 0 | $0 |
| Adams Catherine Owen | Director | June 18, 2026 A | 10,865 | 0 | 0 | $0 |
| Rahul D. Ballal | Director | June 18, 2026 A | 15,230 | 0 | 0 | $0 |
| David Scadden | Director | June 18, 2026 A | 20,419 | 0 | 2 | $-16,968 |
| Maykin Ho | Director | June 18, 2026 A | 19,848 | 0 | 0 | $0 |
| Cynthia Smith | Director | June 18, 2026 A | 15,230 | 0 | 0 | $0 |
| Jacqualyn A Fouse | Director | June 18, 2026 A | 154,156 | 0 | 0 | $0 |
| Kaye I Foster-Cheek | Director | June 18, 2026 A | 10,284 | 0 | 0 | $0 |
| Jeffrey D Capello | Director | June 18, 2026 A | 10,865 | 0 | 0 | $0 |
| David P Schenkein | Director | June 20, 2024 A | 126,242 | 0 | 0 | $0 |
| Paul J Clancy | Director | June 21, 2022 A | 6,549 | 0 | 0 | $0 |
| John Maraganore | Director | June 21, 2022 A | 30,028 | 0 | 0 | $0 |
| Ian T Clark | Director | May 20, 2022 M | 6,549 | 0 | 0 | $0 |
| Lewis Clayton Cantley Jr. | Director | Dec. 7, 2017 S | 79,515 | 0 | 0 | $0 |
| Robert Nelsen | Director | March 6, 2017 S | 0 | 0 | 0 | $0 |
| Douglas G. Cole | Director | Aug. 10, 2016 J | 2,778 | 0 | 0 | $0 |
| Marc Tessier-Lavigne | Director | June 21, 2016 A | 101,009 | 0 | 0 | $0 |
| Perry A Karsen | Director | June 23, 2015 A | · | 0 | 0 | $0 |
| Kevin P Starr | Director | Feb. 19, 2015 J | 184,386 | 0 | 0 | $0 |
| Celgene European Investment Co LLC | 10% owner | Dec. 16, 2014 P | 1,231,778 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 43 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| BBP · ETFis Series Trust I | 1.40% | 46,067 NS | July 31, 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0.82% | 46,575 NS | July 31, 2026 | N-PORT |
| QQQS · Invesco Exchange-Traded Fund Trust … | 0.51% | 3,546 SH | Oct. 1, 2026 | Daily |
| LABU · Direxion Shares ETF Trust | 0.41% | 67,945 NS | July 31, 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0.32% | 139,210 NS | July 31, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.22% | 17,481 SH | Oct. 1, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.15% | 121,574 SH | Sept. 30, 2026 | Daily |
| IBB · iShares Trust | 0.14% | 425,302 SH | Sept. 11, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.13% | 48,730 SH | Aug. 19, 2026 | Daily |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0.13% | 4,219 SH | Oct. 1, 2026 | Daily |
| PWS · Pacer Funds Trust | 0.12% | 928 NS | July 31, 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.10% | 47,013 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.07% | 340,226 SH | Aug. 19, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.07% | 12,610 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.07% | 1,511,496 SH | Sept. 11, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.07% | 15,124 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.06% | 50,007 SH | Sept. 11, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | 0.06% | 788,655 SH | Aug. 19, 2026 | Daily |
| RSSL · Global X Funds | 0.06% | 28,271 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.04% | 192,387 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.04% | 10,228 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.03% | 5,807 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.03% | 1,364,364 SH | Aug. 19, 2026 | Daily |
| VHT · VANGUARD WORLD FUND | 0.03% | 167,169 SH | Aug. 19, 2026 | Daily |
| FHLC · FIDELITY COVINGTON TRUST | 0.02% | 26,897 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.02% | 683,802 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.02% | 3,364 SH | Sept. 11, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 3,639 SH | Aug. 19, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.01% | 148,210 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 9,209 NS | July 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.01% | 31,737 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 4,553 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 17,627 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 16,716 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.00% | 76,792 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.00% | 17,217 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1,890,189 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 46,943 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 4,834 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.00% | 13,097 SH | Aug. 19, 2026 | Daily |
| IWN · iShares Trust | · | 521,555 SH | Sept. 11, 2026 | Daily |
| ISCB · iShares Trust | · | 2,551 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 5,020 SH | Sept. 11, 2026 | Daily |
AGIO Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 16 analysts
BUY
Median target
$44.50
+39.9%
5 31.2%
Strong Buy
7 43.8%
Buy
4 25.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
8 analysts · 2026-09-27Mean target $46.25 +45.4%
← Below all targets
Current price $31.80
Low$32.00
Mean$46.25
High$73.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| AGIO | $1.59B | -3.8 | 48.0% | -764.0% | -32.2% | · |
| MLYS | $2.96B | -15.8 | · | · | -32.2% | · |
| BCRX | $1.66B | 6.4 | 94.1% | 30.2% | -97.6% | · |
| ZBIO | $1.98B | -4.3 | 100.0% | -3777.4% | -156.8% | · |
| VCEL | $1.82B | 112.5 | 16.4% | 6.0% | 5.0% | 74.4% |
| BHVN | $1.50B | -1.6 | · | · | -310.8% | · |
| VIR | $841M | -1.9 | -7.6% | -638.9% | -51.1% | · |
| PVLA | $1.30B | -28.2 | 65.3% | -1610.6% | -110.1% | · |
| ABSI | $529M | -4.2 | -38.2% | -4113.7% | -63.5% | · |
| SRPT | $2.26B | -3.0 | 15.6% | -32.5% | -57.1% | · |
| GENB | · | · | · | · | · | · |
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Source: SEC 10-Q filed Jul 30, 2026