Piper Jaffray analyst Tyler Van Buren says he continues to believe that Agios Pharmaceuticals' (AGIO) launch of Tibsovo will be as good as, if not better, than the early Idhifa launch due to partner Celgene (CELG). Van Buren adds that while he "only" models $250M of U.S. sales in acute myeloid leukemia, the drug in this setting "could conceivably end up being several fold larger." Additionally, Agios management is being "appropriately vague" with the details of the dose-escalation in the ongoing Phase I study for AG-270, investors should be mindful of the fact that a response could be observed any day, which could be "very significant for the stock," Van Buren writes. The analyst keeps an Overweight rating on Agios Pharmaceuticals with a $125 price target.