Agios Pharmaceuticals Key Takeaways from EHA 2026

研报英文原文证据摘录

Agios Pharmaceuticals Key Takeaways from EHA 2026

J P M O R G A N North America Equity Research

15 June 2026

Agios Pharmaceuticals Neutral

AGIO, AGIO US

Key Takeaways from EHA 2026 Price (12 Jun 26):$29.46

SMid Biotechnology

Over the weekend, Agios presented several presentations and posters at the European Tessa T Romero AC

Hematology Association Congress (EHA; June 11-14; Stockholm, Sweden), (1-212) 622-4484

including the detailed efficacy and safety data from the RISE UP trial for mitapivat in tessa.t.romero@jpmchase.com

sickle cell disease (SCD) in an oral plenary session that highlighted the additional Caroline Pocher

analyses such as measures of clinical benefit and patient reported outcomes (PROs) (1-212) 622-8204

not previously disclosed in the topline release that informed the selection of the caroline.pocher@jpmchase.com

confirmatory trial’s (REIGNITE) primary endpoint (transfusion free from Week 4 Mariam Waggeh

through Week 52). At a high level, we do view this as a reasonable endpoint for the (1-212) 622-1711

mariam.waggeh@jpmchase.com

confirmatory trial, which was also echoed on the conference call by KOLs, Dr. J.P. Morgan Securities LLC

Kenneth Ataga (University of Tennessee Health Science Center) and Dr. Alan

Anderson (Prisma Health), given the relative reduction in the proportion of patients

requiring blood transfusions and average red blood cell units transfused per patient in *Novo Nordisk is covered by J.P. Morgan

the mitapivat arm compared with placebo in RISE UP. We also note that Novo Securities plc European Pharmaceuticals

Nordisk reported in an exploratory analysis that etavopivat, a PKR activator, & Biotechnology analyst, Richard Vosser.

significantly reduced the risk of blood transfusion in its topline SCD results (see here).