Agios posts investor deck on cevidoplenib licensing deal in immune thrombocytopenia (ITP)
Agios Pharmaceuticals, Inc.
Agios Pharmaceuticals, Inc. AGIO | 0.00 |
- Agios licensed cevidoplenib, a next-generation SYK inhibitor, expanding into immune thrombocytopenia, an estimated $3 billion-plus global market by 2030.
- Deal terms include a USD 25 million upfront payment, up to USD 140 million in development and regulatory milestones, tiered royalties from high single digits to mid-teens.
- Management pegged the U.S. commercial opportunity at up to USD 1 billion in peak annual sales, targeting about 24,000 refractory patients.
- Phase 2 met a key durability endpoint: 50% achieved at least two consecutive platelet counts ≥30,000/µL vs 8.3% on placebo (p=0.015).
- Phase 3 is planned for the first half of 2028, with FY 2026 OpEx expected to be roughly flat vs FY 2025 excluding the upfront payment.
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