<p>Agios 制药，这家医疗保健行业公司，昨天被华尔街分析师重新评估。来自 Leerink Partners 的分析师 Andrew Berens 维持了对该股票的买入评级，并设定了 40.00 美元的目标价。</p>
<p>Andrew Berens 给予买入评级是基于与 Agios 制药近期监管和商业进展相关的多种因素。他强调，FDA 批准 mitapivat（Aqvesme）用于依赖输血和非依赖输血的α-和β-地中海贫血，建立了一个有意义的新收入来源，且美国的标价高于预期。所需的肝脏监测 REMS 计划被视为可操作的，涉及常规实验室工作和一次性处方认证，而不是一些投资者所担心的更为严格的框架。这一相对轻松的安全计划预计将促进更强的采用动态，并使 Berens 大幅提高他对地中海贫血成功概率的假设至 100%，并提高他对患者亚组的峰值渗透率的模型。</p>
<p>Berens 还强调了 mitapivat 相对于 luspatercept 的竞争定位，指出其口服给药和更广泛的适应症标签是推动地中海贫血商业潜力的因素。他现在预测到 2030 年美国地中海贫血的销售额约为 2.5 亿美元，即使在排除大量肝硬化患者以考虑黑框警告后，仍然如此，并通过更高的预期市场份额来抵消这一可寻址人群的缩小。这些模型修订，加上更新的定价假设，支持将目标价从 34 美元提高至 40 美元。重要的是，他尚未对潜在的镰状细胞病使用赋予任何价值，将其视为纯粹的上行空间，并得出结论认为 Agios 的股票相对于其风险调整后的增长前景仍被低估，从而证明了他的买入推荐。</p>
<p>在 12 月 24 日发布的另一份报告中，H.C. Wainwright 也维持了对该股票的买入评级，目标价为 62.00 美元。</p>

Agios制药

<p>华尔街分析师 Andrew Berens 来自 Leerink Partners，维持对 Agios Pharmaceuticals 的买入评级，目标价为 40.00 美元。FDA 批准 mitapivat 用于地中海贫血、溢价定价以及可控的 REMS 计划推动了更高的目标价。Berens 预测到 2030 年美国地中海贫血的销售额将达到 2.5 亿美元，并认为 Agios 的股票被低估。H.C. Wainwright 也维持了买入评级，目标价为 62.00 美元</p>

<p>Agios Pharma, the Healthcare sector company, was revisited by a Wall Street analyst yesterday. Analyst Andrew Berens from Leerink Partners maintained a Buy rating on the stock and has a $40.00 price target.</p>
<div class="lb-trans"><p>Agios 制药，这家医疗保健行业公司，昨天被华尔街分析师重新评估。来自 Leerink Partners 的分析师 Andrew Berens 维持了对该股票的买入评级，并设定了 40.00 美元的目标价。</p>
</div><p>Andrew Berens has given his Buy rating due to a combination of factors tied to Agios Pharma’s recent regulatory and commercial progress. He highlights that the FDA approval of mitapivat (Aqvesme) for both transfusion‑dependent and non‑transfusion‑dependent alpha- and beta-thalassemia establishes a meaningful new revenue stream, supported by a higher‑than‑expected U.S. list price. The required REMS program for liver monitoring is viewed as operationally manageable, involving routine lab work and a one‑time prescriber certification, rather than the more restrictive framework some investors had feared. This relatively light safety program is expected to enable stronger adoption dynamics and has led Berens to materially increase his assumed probability of success in thalassemia to 100% and to raise his modeled peak penetration across patient subgroups.</p>
<div class="lb-trans"><p>Andrew Berens 给予买入评级是基于与 Agios 制药近期监管和商业进展相关的多种因素。他强调，FDA 批准 mitapivat（Aqvesme）用于依赖输血和非依赖输血的α-和β-地中海贫血，建立了一个有意义的新收入来源，且美国的标价高于预期。所需的肝脏监测 REMS 计划被视为可操作的，涉及常规实验室工作和一次性处方认证，而不是一些投资者所担心的更为严格的框架。这一相对轻松的安全计划预计将促进更强的采用动态，并使 Berens 大幅提高他对地中海贫血成功概率的假设至 100%，并提高他对患者亚组的峰值渗透率的模型。</p>
</div><p>Berens also underscores mitapivat’s competitive positioning versus luspatercept, noting its oral administration and broader label as drivers of superior commercial potential in thalassemia. He now forecasts approximately $250 million in U.S. thalassemia sales by 2030, even after excluding a sizeable portion of patients with cirrhosis to account for the black‑box warning, and offsets this narrowing of the addressable population with higher anticipated market share. These model revisions, together with the updated pricing assumptions, support an increased price target of $40 from $34. Importantly, he assigns no value yet to potential sickle‑cell disease use, treating it as pure upside, and concludes that Agios shares remain undervalued relative to their risk‑adjusted growth prospects, justifying his Buy recommendation.</p>
<div class="lb-trans"><p>Berens 还强调了 mitapivat 相对于 luspatercept 的竞争定位，指出其口服给药和更广泛的适应症标签是推动地中海贫血商业潜力的因素。他现在预测到 2030 年美国地中海贫血的销售额约为 2.5 亿美元，即使在排除大量肝硬化患者以考虑黑框警告后，仍然如此，并通过更高的预期市场份额来抵消这一可寻址人群的缩小。这些模型修订，加上更新的定价假设，支持将目标价从 34 美元提高至 40 美元。重要的是，他尚未对潜在的镰状细胞病使用赋予任何价值，将其视为纯粹的上行空间，并得出结论认为 Agios 的股票相对于其风险调整后的增长前景仍被低估，从而证明了他的买入推荐。</p>
</div><p>In another report released on December 24, H.C. Wainwright also maintained a Buy rating on the stock with a $62.00 price target.</p>
<div class="lb-trans"><p>在 12 月 24 日发布的另一份报告中，H.C. Wainwright 也维持了对该股票的买入评级，目标价为 62.00 美元。</p>
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Agios 制药：地中海贫血症的批准、溢价定价以及可管理的风险评估系统推动了更高的目标价和被低估的买入论点