Agios Pharmaceuticals: Thalassemia prescriber survey bullish on AQVESME launch, limited REMS impact

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Agios Pharmaceuticals: Thalassemia prescriber survey bullish on AQVESME launch, limited REMS impact

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Agios Pharmaceuticals

Thalassemia prescriber survey bullish on

AQVESME launch, limited REMS impact

Maintain Rating: BUY | PO: 40.00 USD | Price: 28.29 USD

Ran survey to gauge early market uptake for AQVESME 08 June 2026

We ran a survey among thalassemia prescribers (n=21) to gauge early market uptake for Equity

Agios’ (Buy, $40 PO) AQVESME. The eight-question survey included likelihood to

prescribe, patient subtypes, REMS experience, payor feedback, drug availability, and Alec W. Stranahan Research Analyst

future prescribing trends. We provide detailed survey results within this report and BofAS

select responses below. +1alec.stranahan@bofa.com646 743 2109

Impression of AQVESME clinical profile is mostly positive

“Strong clinical benefits and manageable safety profile.”

Stock Data

“It is a physiologically rational treatment to improve hemoglobin levels.”

Price 28.29 USD

“Novel MOA, approved indications, early encouraging efficacy data.” Price Objective 40.00 USD

Willingness to prescribe is high across respondents Date Established 29-May-2026

“Very few options available for thalassemia, especially non-transfusion dependent patients.” Investment Opinion C-1-9

52-Week Range 22.24 USD - 46.00 USD

“Reasonable option for patients, especially those who are refractory to Luspatercept.” Mrkt Val (mn) / Shares Out 1,682 USD / 59.5

“Mitapivat has a unique novel mechanism to improve the phenotype of NTDT and TDT.” (mn)

Free Float 98.9%

Reimbursement has not been a significant challenge Average Daily Value (mn) 27.05 USD

“There really are not many competing medications. All have a process involved.” BofA Ticker / Exchange AGIO / NAS