Opinions The Panic-Proof Portfolio (Stockchase Research)
Agios Pharmaceuticals Inc.AGIOPAST TOP PICKNov 20, 2025
Stock price when the opinion was issued
As of Jun 10, 2026. Market Open.
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Premium contentPremium contentWe 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%
(Analysts’ price target is $47.67)Premium contentWe 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%
(Analysts’ price target is $51.71)Premium contentAGIO 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%
(Analysts’ price target is $52.43)Premium contentOur 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.
Premium contentWe 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%
(Analysts’ price target is $54.57)Premium contentAGIO 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%
(Analysts’ price target is $57.00)
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%.