While Celgene's (CELG) termination of the AG-881 collaboration may "suggest some lack of enthusiasm," it does give full rights back to Agios (AGIO), said Canaccord analyst John Newman, who believes "it is almost always better for a smaller biotech to have full commercial control of an asset." The analyst also noted that Jacqualyn Fouse is expected to assume the CEO role next February and Newman believes she will help maintain Agios' heading in launching approved products and developing the pipeline. Newman maintains a Buy rating and $90 price target on Agios shares.