InsidersTradesSigma
Track the Agios Pharmaceuticals, INC. stock price and the full management transaction log of the company, a listed issuer based in United States. Shares are quoted on the US market, under the supervision of SEC (Form 4). Operating in the Healthcare & Pharma sector, Agios Pharmaceuticals, INC. has recorded 70 insider filings. Market capitalisation: €1.8bn. The latest transaction was reported on 4 August 2026 (Notice of proposed sale (Form 144)). Among the most active insiders: Gheuens Sarah. All data is openly available.
70
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€1m
11 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Agios Pharmaceuticals, INC. Buy (bullish), based on 8 analysts. Average price target: US$45.38.
61Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 22,992 of 29,062 companies
31.3
score / 100
Value10
Quality52
FCF yld-19%
Earn yld-21%
EV/EBITDA·
ROE-34%
Gross mgn88%
Net mgn·
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 4 August 2026
Declarations70 total
30,000 shares@ US$30.4761CommonSEC144:0001950047-26-007592
8,375 sharesCommon stockSEC:0001439222-26-000110:0
4,007 sharesCommon stockSEC:0001439222-26-000110:1
2,816 sharesCommon stockSEC:0001439222-26-000093:0
2,816 sharesCommon stockSEC:0001439222-26-000095:0
2,816 sharesCommon stockSEC:0001439222-26-000097:0
2,816 sharesCommon stockSEC:0001439222-26-000101:0
2,816 sharesCommon stockSEC:0001439222-26-000103:0
2,816 sharesCommon stockSEC:0001439222-26-000105:0
2,816 sharesCommon stockSEC:0001439222-26-000107:0
1,976 sharesCommon stockSEC:0001439222-26-000075:0
1,976 sharesCommon stockSEC:0001439222-26-000077:0
25,528 shares0Common stockSEC:0001439222-26-000057:0
13,500 shares0Common stockSEC:0001439222-26-000057:2
8,100 shares0Common stockSEC:0001439222-26-000059:0
8,500 shares0Common stockSEC:0001439222-26-000061:0
8,500 shares0Common stockSEC:0001439222-26-000063:0
8,500 shares0Common stockSEC:0001439222-26-000065:0
8,500 shares0Common stockSEC:0001439222-26-000067:0
12,472 shares@ US$34.7165.4% of flowCommon stockSEC:0001439222-26-000057:1
6,596 shares@ US$34.7134.6% of flowCommon stockSEC:0001439222-26-000057:3
2,959 shares@ US$34.71100.0% of flowCommon stockSEC:0001439222-26-000059:1
3,262 shares@ US$34.71100.0% of flowCommon stockSEC:0001439222-26-000061:1
3,141 shares@ US$34.71100.0% of flowCommon stockSEC:0001439222-26-000063:1
25 of 70 declarations
关于 Agios Pharmaceuticals, INC.
Agios Pharmaceuticals, Inc.（股票代码：AGIO）是一家在美国纳斯达克上市的美国生物制药公司，专注于罕见疾病，在细胞代谢方面拥有科学传承，目前战略重点是经典血液学。Agios 成立于 2008 年，总部位于马萨诸塞州剑桥，已从早期的基于代谢的研究平台发展成为一家商业化阶段的罕见病公司。对于投资者而言，它兼具成长型生物技术公司的特点以及已获批产品和多催化剂管线的运营现实。（[agios.com](https://www.agios.com/?utm_source=openai)） 该公司的核心商业资产是 PYRUKYND (mitapivat)，用于治疗与红细胞功能障碍相关的罕见血液系统疾病。Agios 已有意识地将其产品组合从早期的肿瘤学根基转向基因定义和罕见血液疾病，利用其在代谢途径方面的深厚专业知识。这种战略重心调整使公司能够接触到有吸引力的利基适应症，在这些领域，未满足的需求仍然很高，竞争强度通常低于大型、拥挤的初级保健或广泛的专科市场。（[agios.com](https://www.agios.com/?utm_source=openai)） 2025 年期间，Agios 强调了 PYRUKYND 的几个重要里程碑，包括 FDA 接受了针对非输血依赖型和输血依赖型 α 或 β 地中海贫血成人患者的补充新药申请，随后 PDUFA 目标日期延长了三个月至 2025 年 12 月 7 日。该公司还报告了产品收入进展，并披露了与 Avanzanite Bioscience 达成的欧洲商业化协议，以在欧洲经济区、英国和瑞士分销和商业化 PYRUKYND。这些步骤表明其地理足迹正在逐步扩展到美国以外，尽管该业务仍主要由美国的监管和商业执行驱动。（[investor.agios.com](https://investor.agios.com/news-releases/news-release-details/agios-reports-first-quarter-2025-financial-results-and-recent?utm_source=openai)） 除了已上市产品，Agios 还在推进以罕见血液学和相关代谢疾病为中心的管线，包括地中海贫血、镰状细胞病、儿童丙酮酸激酶缺乏症、骨髓增生异常综合征相关贫血、苯丙酮尿症以及早期阶段项目，如 AG-236 和 AG-181。这种管线深度很重要，因为它为主导资产提供了选择性，但也强调了公司对临床数据、监管批准和在狭窄患者群体中执行的依赖。从投资者角度来看，Agios 最好被视为一家专业的市值较小的生物技术公司，而不是一家多元化的制药公司。（[investor.agios.com](https://investor.agios.com/news-releases/news-release-details/fda-accepts-agios-supplemental-new-drug-application-pyrukyndr?utm_source=openai)） 2025 年和 2026 年初的最新公司更新表明其处于活跃的开发和商业化阶段，管理层将 PYRUKYND 定位为潜在的经典血液学特许经营权的基础。公司还强调了扩展到更高价值的罕见病适应症并为潜在上市做准备的目标。对于市场参与者而言，AGIO 提供了直接接触美国罕见病创新的机会，其上行空间与监管成功和商业采用相关，但其估值对纳斯达克的临床结果、上市时间和报销动态敏感。（[investor.agios.com](https://investor.agios.com/news-releases/news-release-details/agios-reports-third-quarter-2025-financial-results-and-provides?utm_source=openai)）
