Held13 days
Entry$30.96Close$35.86PnL+15.83%
72%
confidence
Angle Mitapivat now has a Nov. 1 PDUFA in sickle cell just as AQVESME launch data is starting to show traction.
Agios has a live FDA catalyst ahead: mitapivat received Priority Review in sickle cell disease with a Nov. 1, 2026 PDUFA date, while Q2 showed $41M of U.S. mitapivat product revenue and 442 cumulative AQVESME prescriptions [#28, #41]. Analysts also framed the SCD opportunity as material, with Leerink modeling $554M peak U.S. sales and a 60% probability of success after Priority Review [#49]. The stock’s washout now has a forward approval window and fresh commercial traction to support a tactical reversal.
AI Status: AGIO closed for a +15.83% gain as the mitapivat sickle cell PDUFA thesis and launch traction played out over 13 days.
The position realized +15.83%, nearly matching the +15.84% peak while max drawdown from entry stayed contained at -5.14%. Momentum was still constructive at the close with MACD histogram rolling up and RSI at 57.1, though weekly RSI had cooled to 51.4. Our exit signal locked in the move after the trade ran its course ahead of the November PDUFA window.
Tweet citations
