false 0001439222 0001439222 2020-01-13 2020-01-13










Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): January 13, 2020


Agios Pharmaceuticals, Inc.

(Exact Name of Registrant as Specified in Charter)







(State or Other Jurisdiction

of Incorporation)



File Number)


(IRS Employer

Identification No.)

88 Sidney Street, Cambridge, MA



(Address of Principal Executive Offices)


(Zip Code)

Registrant’s telephone number, including area code: (617) 649-8600

(Former Name or Former Address, if Changed Since Last Report)


Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

  Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

  Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

  Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

  Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class





Name of each exchange

on which registered

Common Stock, Par Value $0.001 per share




Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company  

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  



Item 7.01 Regulation FD Disclosure.

On January 13, 2020, Agios Pharmaceuticals, Inc. (the “Company”) conducted an investor presentation at the 38th Annual J.P. Morgan Healthcare Conference in San Francisco, California. A copy of the presentation is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.

The information in Item 7.01 of this Current Report on Form 8-K and Exhibit 99.1 attached hereto is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.







Investor presentation provided by the Company on January 13, 2020.




Cover Page Interactive Data File (embedded within the Inline XBRL document).


Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.




Date: January 13, 2020




/s/ Jacqualyn A. Fouse



Jacqualyn A. Fouse, Ph.D.



Chief Executive Officer


Slide 1

AGIOS 2025 VISION 38th Annual J.P. Morgan Healthcare Conference January 13, 2020 Exhibit 99.1

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Forward Looking Statements This presentation and various remarks we make during this presentation contain forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. Such forward-looking statements include those regarding Agios’ plans, strategies and expectations for its and its collaborator’s preclinical, clinical and commercial advancement of its drug development programs including TIBSOVO® (ivosidenib), IDHIFA® (enasidenib), mitapivat, vorasidenib, AG-270 and AG-636; the potential benefits of Agios' product candidates; Agios’s strategic vision and goals for 2025; its key milestones for 2020; its estimates regarding its balance of cash, cash equivalents and marketable securities for the year ended December 31,2019; its plans regarding future data presentations; its financial guidance regarding the period in which it will have capital available to fund its operations; and the potential benefit of its strategic plans and focus. The words “anticipate,” “expect,” “hope,” “milestone,” “plan,” “potential,” “possible,” “strategy,” “will,” “vision,” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Such statements are subject to numerous important factors, risks and uncertainties that may cause actual events or results to differ materially from Agios' current expectations and beliefs. For example, there can be no guarantee that any product candidate Agios or its collaborators is developing will successfully commence or complete necessary preclinical and clinical development phases, or that development of any of Agios' product candidates will successfully continue. There can be no guarantee that any positive developments in Agios' business will result in stock price appreciation. Management's expectations and, therefore, any forward-looking statements in this presentation and various remarks we make during this presentation could also be affected by risks and uncertainties relating to a number of other important factors, including: Agios' results of clinical trials and preclinical studies, including subsequent analysis of existing data and new data received from ongoing and future studies; the content and timing of decisions made by the U.S. FDA, the EMA or other regulatory authorities, investigational review boards at clinical trial sites and publication review bodies; Agios' ability to obtain and maintain requisite regulatory approvals and to enroll patients in its planned clinical trials; unplanned cash requirements and expenditures; competitive factors; Agios' ability to obtain, maintain and enforce patent and other intellectual property protection for any product candidates it is developing; Agios' ability to maintain key collaborations; and general economic and market conditions. These and other risks are described in greater detail under the caption "Risk Factors" included in Agios’ public filings with the Securities and Exchange Commission. Any forward-looking statements contained in this presentation and various remarks we make during this presentation speak only as of the date hereof, and Agios expressly disclaims any obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.

Slide 3

Our Strategy is Clear For more than a decade, our mission has been to create differentiated, small molecule medicines for patients in three focus areas – malignant hematology, solid tumors and rare genetic diseases – based on our unique expertise in cellular metabolism and adjacent areas of biology METABOLISM SOLID TUMORS 2 RARE GENETIC DISEASES 3 MALIGNANT HEMATOLOGY 1

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Our People and Culture Fuel Incredible Productivity, Strategic Focus and Continuity from Early Research to Market “Other Side Of Possible” Culture Patient-centric Approach Creative Clinical Development Productive Research Engine 4 ADDITIONAL MOLECULES IN CLINICAL DEVELOPMENT 2 MEDICINES APPROVED + ~550 HIGH CALIBER EMPLOYEES WITH 1 VISION 10 YEARS 7 INVESTIGATIONAL NEW DRUG CANDIDATES 70+ PEER-REVIEWED PUBLICATIONS 15+ RESEARCH PROGRAMS 1,500+ PATIENTS TREATED IN OUR CLINICAL TRIALS

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Multiple Potential Near- and Long-term Value Drivers Across All Focus Areas 2020 2021 2022 2023 2024 2025 Approval Make go/no-go decision TIBSOVO® R/R AML EU TIBSOVO® IC-ineligible 1L AML (AGILE Phase 3) TIBSOVO® IC-eligible 1L AML (HOVON Phase 3) TIBSOVO® R/R MDS (Phase 1 expansion) AG-636 Advanced Lymphoma HEMATOLOGIC MALIGNANCIES TIBSOVO® Cholangiocarcinoma (ClarIDHy Phase 3) Vorasidenib Low-grade Glioma (INDIGO Phase 3) AG-270 Non-small Cell Lung Cancer AG-270 Pancreatic Cancer SOLID TUMORS Mitapivat TD Adult PK Deficiency (ACTIVATE-T) Mitapivat Pediatric PK Deficiency Mitapivat Thalassemia Mitapivat Sickle Cell Disease Mitapivat NTD Adult PK Deficiency (ACTIVATE) RARE GENETIC DISEASES

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Highly Productive Research Engine with Optionality Across Focus Areas Program Target Discovery Target Validation Drug Discovery Drug Candidate Solid Tumor Non-Metabolic Target Metabolic Target Metabolic and Non-Metabolic Targets Bristol-Myers Squibb Collaboration Malignant Hematology Rare Genetic Diseases MAT2A Follow-Ons Macrophage I-O Target Tumor I-O Target Genetically Defined Solid Tumor Target Metabolic I-O Exploratory Programs Other Exploratory Programs MAT2A Follow-Ons Macrophage I-O Target Tumor I-O Target Genetically Defined Heme Target Metabolic I-O Exploratory Programs Other Exploratory Programs AG-946 (Pyruvate Kinase Activator Follow-On) Phenylketonuria (PKU) Erythroid Porphyria Friedreich’s Ataxia Other Exploratory Programs

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Significant Growth Potential in Malignant Hematology IDH1 Mutant Acute Myeloid Leukemia (AML) IDH1 Mutant Myelodysplastic Syndrome (MDS) Mantle Cell and Diffuse Large B Cell Lymphoma TIBSOVO® R/R AML U.S. Approval; MAA Under Review 1L Monotherapy U.S. Approval 1L HMA Combo Phase 3 1L 7+3 Combo Phase 3 TIBSOVO® AG-636 R/R MDS Phase 1 Expansion R/R Lymphoma Phase 1 ~4K PATIENTS IN U.S. & EU <1K PATIENTS IN U.S. ~55K PATIENTS IN U.S. & EU Source: Agios estimates, market research, SEER, MDS Foundation, Datamonitor

Slide 11

Successful TIBSOVO® Launch in R/R and Frontline AML Result of Focused Commercial Effort $105 – 115M U.S. Net Sales Guidance for 2020 >90% Physicians Testing for IDH1/IDH2 mutations ~515 Unique Prescribers as of Q4 2019 >1,000 Patients Treated Since Launch Core commercial capabilities support two additional TIBSOVO® indications by YE 2022 Source: Agios estimates

Slide 12

50% will relapse or be refractory to treatment AGILE Phase 3 Aza Combo Enrolling ~50% Eligible for intensive therapy ~25% Currently untreated Phase 1 combo data: 61% CR 70% CR+CRh 82% 12-month OS ~25% Currently untreated Phase 1 combo data: 79% CR in de novo AML 53% CR in secondary AML 79% 12-month OS 50% will relapse or be refractory to treatment ~25% Ineligible for intensive therapy HOVON Phase 3 7+3 Combo Enrolling TIBSOVO® Monotherapy Approved HOVON 7+3 Phase 3 Enrolling TIBSOVO® Approved in U.S. MAA Under Review TIBSOVO® Monotherapy Approved AGILE Phase 3 Aza Combo Enrolling xs 50% will relapse or be refractory to treatment ~50% Eligible for intensive therapy ~25% Currently untreated ~25% Ineligible for intensive therapy Advancing Toward Largest Opportunity for mIDH1 AML: Intensive and Non-Intensive Therapy Combinations 50K AML Patients Diagnosed Per Year in U.S. and EU 6-10% with an IDH1 Mutation Sources: SEER. Cancer Stat Facts: AML 2015 and Epiphany EPIC oncology numbers; American Cancer Society. AML 2017.

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Four Distinct Solid Tumor Opportunities Across Three Clinical Molecules TIBSOVO® Vorasidenib IDH1 Mutant Cholangiocarcinoma IDH Mutant Low Grade Glioma MTAP-Deleted Non-Small Cell Lung Cancer MTAP-Deleted Pancreatic Cancer ~2-3K PATIENTS IN U.S. & EU ~9K PATIENTS IN U.S. & EU ~9K PATIENTS IN U.S. ~10K PATIENTS IN U.S. R/R Cholangio sNDA 2020 Low-grade Glioma Phase 3 AG-270 2nd Line NSCLC Phase 1 Combo AG-270 1st or 2nd Line Pancreatic Cancer Phase 1 Combo Source: Agios estimates, market research

Slide 15

POSITIVE CLARIDHY RESULTS FEW TREATMENT OPTIONS Sources: CDC National Program of Cancer Registries (NPCR); Epiphany Partners Epic Oncology; Decision Resources; Market Research; Borger DR et al. Oncologist 2012;17:72-9.; Kipp BR et al. Hum Pathol 2012;43:1552-8.; Goyal L et al. Oncologist 2015;20:1019-27; data from ESMO 2019 Established Utility of IDH Inhibition in Solid Tumors with Positive ClarIDHy Phase 3 Study of TIBSOVO® in Second-line or Later Cholangiocarcinoma ~9% FIVE-YEAR OVERALL SURVIVAL RATE 0 APPROVED THERAPIES FOR mIDH1 PATIENTS 63% REDUCTION IN RISK OF DISEASE PROGRESSION OR DEATH FOR PATIENTS TREATED W/ TIBSOVO® PFS probability HR=0.37 (95% CI 0.25, 0.54) P<0.001 Censored + Placebo Ivosidenib Phase 3 ClarIDHy Study Achieved Primary Endpoint, Demonstrating Statistically Significant Improvement in PFS Mature OS from ClarIDHy Phase 3 expected mid-2020; sNDA planned by YE LOW SURVIVAL RATES

Slide 16

Global Phase 3 INDIGO Study of Vorasidenib in IDH Mutant Low-Grade Glioma Open and Enrolling 1:1 double-blind randomization (n=366) *centrally-confirmed progressive disease will permit unblinding and crossover Vorasidenib 50 mg QD orally Continuous 28-day cycles (n=183) Matched placebo* (n=183) Stratified by 1p19q status and baseline tumor size BIRC = blinded independent review committee, ORR = overall response rate, OS = overall survival, QOL = quality of life, WHO = World Health Organization; Source: Data presented at SNO 2019 Endpoints Primary: Progression free survival (by BIRC) Secondary/Exploratory: Tumor volume, safety, ORR, OS, QOL, seizures, neuro-cognitive function, time to next intervention ENCOURAGING PHASE 1 DATA IMPRESSIVE PRELIMINARY EFFICACY DATA >90% 2-HG SUPPRESSION IN RESECTED mIDH1 GLIOMAS ACROSS ALL DOSES TESTED 33% ORR IN THE VORASIDENIB ARM OF THE PERIOPERATIVE STUDY 22 mo. MEDIAN TREATMENT DURATION IN VORASIDENIB PHASE 1 SIGNIFICANT 2-HG SUPPRESSION

Slide 17

AG-270, MAT2A Inhibitor, Preclinical Data Supports Combination with Taxanes; Two Phase 1 Combination Arms Enrolling Patients 4 of 8 animals were tumor free at last dose and remained tumor free until the arm was terminated on Day 141 PHASE 1 COMBINATION ARMS INITIATED AG-270 + docetaxel in MTAP-deleted NSCLC (2nd line) N = up to 40 AG-270 + nab-paclitaxel and gemcitabine in MTAP-deleted pancreatic ductal adenocarcinoma (1st or 2nd line) N = up to 45 Modest near-term investment to enable pivotal strategy decision by YE2022 Source: Data presented at AACR-NCI-EORTC 2019 AG-270 + docetaxel induces 91% tumor growth inhibition

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PKR Activation Represents Unique Mechanism of Action with Potential to Address Broad Range of Hemolytic Anemias Normal Red Cell PEP Pyruvate wtPKR Cellular demand: ATP production meets demand Pyruvate Kinase Deficiency PEP Pyruvate mPKR Proof-of-concept achieved Adult PK deficiency approval expected in 2021 Pediatric PK deficiency pivotal strategy to be finalized in 2020 Cellular demand: Inadequate production: ATP deficiency Other Hemolytic Anemias PEP Pyruvate wtPKR Thalassemia proof-of-concept achieved NIH sponsored trial in sickle cell disease ongoing Increased demand: ATP deficiency Cellular demand:

Slide 20

Mitapivat has Potential to be First Disease-modifying Therapy for Patients with PK Deficiency Improvements in Hemoglobin and Other Hemolysis Markers Maintained for More Than 3 Years in Responding Patients from DRIVE PK Extension Chronic daily dosing with mitapivat for a median of 3 years and up to 42 months was well tolerated HIGH RISK OF IRON OVERLOAD SUPPORTIVE CARE ONLY HIGHER LIFETIME RATES OF PULMONARY HYPERTENSION, OSTEOPOROSIS, AND LIVER CIRRHOSIS 0 APPROVED THERAPIES 38% OF PATIENTS NOT RECEIVING REGULAR TRANSFUSIONS EXPERIENCE IRON OVERLOAD Source: Data presented at ASH 2019; van Beers EJ, et al. Haematologica. 2019;104(2):e51-e53. COMPLICATIONS & COMORBIDITIES REGARDLESS OF TRANSFUSION STATUS Topline data from ACTIVATE and ACTIVATE-T expected by YE 2020

Slide 21

Clinical Proof-of-concept for Mitapivat Established in Non-transfusion-dependent Thalassemia In responding patients, the mean hemoglobin increase from baseline was 1.76 g/dL (range, 0.9 – 3.3 g/dL) Majority of adverse events were Grade 1 or 2 and consistent with previously published Phase 2 data for mitapivat in patients with PK deficiency Updated Phase 2 thalassemia data to be submitted for presentation at EHA and pivotal strategy to be finalized by YE 2020 7 of 8 efficacy evaluable patients achieved a hemoglobin increase of ≥1.0 g/dL from baseline in at least one assessment (weeks 4 – 12)

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Therapeutic Hypothesis for Wildtype PKR Activation in Sickle Cell Disease: 2,3-DPG and ATP Modulation Improves Anemia and Reduces Sickling ATP-dependent regulation of ion concentration and cellular shape RBC dehydration3 ↑ HbS concentration and polymerization3 ↓ Deformability4 Water and ion loss3 ↓ ATP in SCD1,2 Ca2+ entry3 Water and ion homeostasis ATP, adenosine triphosphate; HbS, sickle cell hemoglobin; RBC, red blood cell; SCD, sickle cell disease. 1. Palek J, Liu SC. J Supramol Struct. 1979;10(1):79-96. 2. Glader BE, et al. Br J Haematol. 1978;40(4):527-32. 3. Bogdanova A, et al. Int J Mol Sci. 2013;14(5):9848-72. 4. Park Y, et al. Proc Natl Acad Sci USA. 2010;107(4):1289-94. 2,3-DPG Shifts the Oxygen Saturation Curve Low DPG High DPG Expect to establish proof-of-concept for PKR activation in sickle cell disease by mid-2020

Slide 23

PKR Activation Has Potential Broad Utility Across Hemolytic Anemias Pyruvate Kinase Deficiency ~3-8K PATIENTS IN U.S. & EU β- and α-Thalassemia ~18-23K PATIENTS IN U.S. & EU Sickle Cell Disease ~120-135K PATIENTS IN U.S. & EU NTD β- and α-Thalassemia Phase 2 Thalassemia Pivotal Plan by YE NTD Adult PKD Phase 3 Enrollment to Complete in Q1 2020 TD Adult PKD Phase 3 Enrollment Complete Pediatric PKD Pivotal Plan by YE Adult SCD NIH CRADA Source: Agios estimates, market research

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HEMATOLOGIC MALIGNANCIES SOLID TUMORS RARE GENETIC DISEASES RESEARCH Agios 2020 Key Milestones Achieve full-year U.S. revenue for TIBSOVO® $105-115M Receive CHMP opinion for TIBSOVO® in mIDH1 relapsed/refractory AML Complete enrollment in AGILE Phase 3 trial of TIBSOVO® + azacitidine in frontline mIDH1 AML Complete enrollment in MDS arm of TIBSOVO® Phase 1 File sNDA for TIBSOVO® in mIDH1 previously treated cholangiocarcinoma Topline data in PK deficiency from ACTIVATE and ACTIVATE-T Present data from mitapivat Phase 2 thalassemia study and finalize pivotal trial strategy in thalassemia Achieve proof-of-concept for mitapivat in sickle cell disease Initiate first-in-human study for next generation PKR activator, AG-946 Achieve at least 1 new development candidate

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AGIOS 2025 VISION: Focused Innovation. Ambitious Development. Transformative Treatments for Patients Across Three Focus Areas. 4 MEDICINES 8+ INDICATIONS 6+ MOLECULES IN THE CLINIC $ CASH FLOW POSITIVE