<p>花旗分析师 Samantha Semenkow 维持了对 AGIO 股票的看涨态度，昨日给予买入评级。</p>
<h3>在这个假期季节，TipRanks 提供 70% 的折扣</h3>
<ul>
<li>解锁对冲基金级别的数据和强大的投资工具，以做出更聪明、更精准的决策</li>
<li>通过最新的新闻和分析保持市场领先，最大化您的投资组合潜力</li>
</ul>
<p>Samantha Semenkow 给予买入评级是基于与最近 FDA 批准和 Aqvesme 商业前景相关的一系列因素。她强调，Aqvesme 获得了涵盖依赖输血和非依赖输血地中海贫血的广泛标签，满足了一个重要的未满足医疗需求，并与之前专家调查和公司市场研究中观察到的强烈医生兴趣相一致。尽管该产品带有 REMS 和黑框警告，但她认为这些风险是可控的，类似于 Pyrukynd，因此不太可能实质性阻碍其采用。Aqvesme 与 Pyrukynd 的独特品牌形象也预计将支持围绕安全要求的清晰沟通，同时实现基于价值的定价和不同适应症之间的差异化。</p>
<p>她进一步指出，Agios 将 Aqvesme 定价为高端（每位患者每年 WAC 为 425K 美元），相对于 Pyrukynd，这结合广泛的标签，应该会随着时间的推移转化为可观的收入潜力。虽然与 REMS 相关的物流和付款方授权步骤意味着推出将是有计划的，但她预计一旦认证流程变得常规，患者开始的情况将会加速。公司计划提供持续的处方量更新，应该能让投资者更好地了解采用的轨迹，而强劲需求的早期迹象可能会成为催化剂。结合她对股价 54.5% 的预期上涨，这些监管、商业和财务驱动因素支撑了她对 Agios Pharma 的买入推荐。</p>
<p>根据 TipRanks，Semenkow 是一位平均回报率为-1.7% 且成功率为 46.27% 的分析师。Semenkow 覆盖医疗保健领域，专注于 MoonLake Immunotherapeutics、BioAge Labs, Inc.和 Nektar Therapeutics 等股票。</p>
<p>在昨日发布的另一份报告中，Leerink Partners 也维持了该股票的买入评级，目标价为 40.00 美元。</p>

Agios制药

<p>花旗分析师 Samantha Semenkow 对 Agios Pharma (AGIO) 股票维持买入评级，指出其潜在上涨幅度为 54.5%。积极的前景源于最近 FDA 对 Aqvesme 的批准，该药物在地中海贫血方面具有广泛的适应症、较高的定价和可控的安全性。尽管存在 REMS 和黑框警告，这些风险被视为可控。Aqvesme 的高定价和广泛适应症预计将推动收入增长。Leerink Partners 也维持买入评级，目标价为 40 美元</p>

<p>Citi analyst Samantha Semenkow has maintained their bullish stance on AGIO stock, giving a Buy rating yesterday.</p>
<div class="lb-trans"><p>花旗分析师 Samantha Semenkow 维持了对 AGIO 股票的看涨态度，昨日给予买入评级。</p>
</div><h3>Claim 70% Off TipRanks This Holiday Season</h3>
<div class="lb-trans"><h3>在这个假期季节，TipRanks 提供 70% 的折扣</h3>
</div><ul>
<li>Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions</li>
<li>Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential</li>
</ul>
<div class="lb-trans"><ul>
<li>解锁对冲基金级别的数据和强大的投资工具，以做出更聪明、更精准的决策</li>
<li>通过最新的新闻和分析保持市场领先，最大化您的投资组合潜力</li>
</ul>
</div><p>Samantha Semenkow has given his Buy rating due to a combination of factors tied to the recent FDA approval and commercial prospects of Aqvesme. She highlights that Aqvesme secured a broad label covering both transfusion‑dependent and non‑transfusion‑dependent thalassemia, addressing a significant unmet medical need and aligning with strong physician interest observed in prior expert checks and the company’s market research. Although the product carries a REMS and a black box warning, she views these risks as manageable and similar to those seen with Pyrukynd, and therefore unlikely to materially hinder adoption. The distinct branding of Aqvesme versus Pyrukynd is also expected to support clear communication around safety requirements while enabling value‑based pricing and differentiation across indications.</p>
<div class="lb-trans"><p>Samantha Semenkow 给予买入评级是基于与最近 FDA 批准和 Aqvesme 商业前景相关的一系列因素。她强调，Aqvesme 获得了涵盖依赖输血和非依赖输血地中海贫血的广泛标签，满足了一个重要的未满足医疗需求，并与之前专家调查和公司市场研究中观察到的强烈医生兴趣相一致。尽管该产品带有 REMS 和黑框警告，但她认为这些风险是可控的，类似于 Pyrukynd，因此不太可能实质性阻碍其采用。Aqvesme 与 Pyrukynd 的独特品牌形象也预计将支持围绕安全要求的清晰沟通，同时实现基于价值的定价和不同适应症之间的差异化。</p>
</div><p>She further notes that Agios has positioned Aqvesme at a premium price point (WAC of $425K per patient per year) relative to Pyrukynd, which, combined with the broad label, should translate into attractive revenue potential over time. While the REMS-related logistics and payer authorization steps imply a deliberately paced launch, she anticipates an acceleration in uptake once certification processes become routine and patient starts normalize. The company’s plan to provide ongoing script‑volume updates should give investors better visibility into the trajectory of adoption, and early signs of strong demand could act as a catalyst. Taken together with her 54.5% expected upside in share price, these regulatory, commercial, and financial drivers underpin her Buy recommendation on Agios Pharma.</p>
<div class="lb-trans"><p>她进一步指出，Agios 将 Aqvesme 定价为高端（每位患者每年 WAC 为 425K 美元），相对于 Pyrukynd，这结合广泛的标签，应该会随着时间的推移转化为可观的收入潜力。虽然与 REMS 相关的物流和付款方授权步骤意味着推出将是有计划的，但她预计一旦认证流程变得常规，患者开始的情况将会加速。公司计划提供持续的处方量更新，应该能让投资者更好地了解采用的轨迹，而强劲需求的早期迹象可能会成为催化剂。结合她对股价 54.5% 的预期上涨，这些监管、商业和财务驱动因素支撑了她对 Agios Pharma 的买入推荐。</p>
</div><p>According to TipRanks, Semenkow is an analyst with an average return of -1.7% and a 46.27% success rate. Semenkow covers the Healthcare sector, focusing on stocks such as MoonLake Immunotherapeutics, BioAge Labs, Inc., and Nektar Therapeutics.</p>
<div class="lb-trans"><p>根据 TipRanks，Semenkow 是一位平均回报率为-1.7% 且成功率为 46.27% 的分析师。Semenkow 覆盖医疗保健领域，专注于 MoonLake Immunotherapeutics、BioAge Labs, Inc.和 Nektar Therapeutics 等股票。</p>
</div><p>In another report released yesterday, Leerink Partners also maintained a Buy rating on the stock with a $40.00 price target.</p>
<div class="lb-trans"><p>在昨日发布的另一份报告中，Leerink Partners 也维持了该股票的买入评级，目标价为 40.00 美元。</p>
</div>

Agios 制药：广泛的 Aqvesme 适应症标签、优质定价以及可控的安全性概况支持买入评级，并具有 54.5% 的上涨潜力