Agios Pharmaceuticals Inc. (AGIO)

Our PAST TOP PICK with AGIO has triggered its stop at $34.  To remain disciplined, we recommend covering the position at this time.  Combined with previous guidance, this will result in a net investment gain of 1%.  

Our PAST TOP PICK with AGIO is progressing well.  To remain disciplined, we recommend trailing up the stop (from $30) to $34 at this time.  

We reiterate AGIO as a TOP PICK.  The company continues development of rare disease treatments, including sickle cell with major products edging towards release this year.  It trades at 3x earnings, 1.6x book and supports a robust 64% ROE.  We recommend trailing up the stop (from $27) to $30, looking to achieve $48 -- upside potential of 29%.  Yield 0%

We reiterate AGIO as a TOP PICK.  The pharma company continues moving forward on medications in the treatment of sickle cell disease and is a a lead candidate for FDA approvals.  It trades at 3x earnings, 1.4x book and supports a 60% ROE.  We recommend trailing up the stop (from $24) to $27, looking to achieve $46 -- 28% upside potential.  Yield 0%

AGIO is a mid-sized pharma company with a long pipeline of projects continuing to advance towards commercialization -- including one for sickle cell.  It trades at 3x earnings, 1.2x book and supports a robust 60% ROE.  We like that cash reserves are growing, while product expenses increase.  We recommend setting a stop-loss at $24, looking to achieve $39 -- upside potential of 28%.  Yield 0%

Our PAST TOP PICK with AGIO has triggered its stop at $25.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 23%, when combined with our previous guidance.    

We reiterate AGIO as a TOP PICK.  The developer of cancer treatment drugs expects two more products to go commercial over the next year- each with the potential to grow cash flows substantially.  It trades at 3x earnings, 1.2x book and supports and supports a robust 57% ROE.  We recommend trailing up the stop (from $21) to $25, looking to achieve $41 — upside potential of 28%.  Yield 0%

AGIO is a biopharma company focusing on various cancer treatments.  It continues to advance its pipeline of new rare disease treatments include one for anemia blood disorder.  It has recently sold a royalty for one of its drugs that is increasing cash reserves dramatically.  We like that it trades at 3x earnings, 1.2x book and supports a ROE of 53%.  We recommend setting a stop-loss at $21, looking to achieve $43 -- upside potential of 28%.  Yield 0%