Company: AGIO
Filing Date: 2025-10-30
Form Type: 10-Q
Source: 0001439222-25-000116
Chunk: 185

Company: AGIOS PHARMACEUTICALS, INC.
Filing Date: 2025-10-30
Form: 10-Q
Item: Part I, Item 8
Chunk 185
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 the calculation of diluted net (loss) income per share applicable to common stockholders for the periods indicated because including them would have had an anti-dilutive effect:Three Months Ended September 30,Nine Months Ended September 30,2025202420252024Stock options6,271,947 3,463,344 6,271,947 5,176,610 Restricted stock units2,055,122 — 2,055,122 90,480 Employee stock purchase plan shares81,191 3,139 81,191 4,393 Total common stock equivalents8,408,260 3,466,483 8,408,260 5,271,483 

11. Segment Information

Operating segments are identified as components of an enterprise about which separate discrete financial information is available for evaluation by the chief operating decision maker, or CODM, or decision-making group in making decisions on how to allocate resources and assess performance. Our CODM is our CEO. Our CEO views our operations and manages our business as one operating segment, which derives its revenues from the development and commercialization of therapies for patients with rare diseases.Our CEO manages and allocates resources to the operations of our company on a total company basis by assessing the overall level of resources available and how to best deploy these resources across functions and research and development projects that are in line with our long-term company-wide strategic goals. In making these decisions, our CEO uses consolidated financial information for purposes of evaluating performance, forecasting future period financial results, allocating resources and setting incentive targets. The CODM performs this assessment based on our consolidated net income (loss). Through this analysis, the CODM assesses performance by comparing actual consolidated net income (loss) versus the budget, and then decides how to allocate resources to invest in our research and development programs. The measure of segment assets is reported on the condensed consolidated balance sheets as total assets.The following table contains additional information on our consolidated revenue and net loss, including significant segment expenses:Three Months Ended September 30,Nine Months Ended September 30,(In thousands)2025202420252024Product revenue, net$12,880 $8,964 $34,061 $25,768 PK activator (PYRUKYND®) direct expenses - research and development(30,533)(26,829)(81,663)(80,833)Compensation and related expenses - research and development(30,299)(28,115)(90,