Agios Pharmac

Q2 FY2026 EarningsQ2 FY26 results significantly exceeded consensus expectations, driven by a 67.5% revenue beat ($44.7M vs. $26.7M) following the strong U.S. launch of AQVESME. While operating expenses rose due to a $25M licensing fee for cevidoplenib, EBIT was in-line with expectations at -$110.6M. GAAP EPS of -$1.69 slightly missed the -$1.67 consensus due to a higher-than-expected share count, despite a narrower GAAP net loss than anticipated. Management provided a critical catalyst with the FDA PDUFA date for sickle cell disease set for November 1, 2026.