Piper Jaffray analyst Tyler Van Buren lowered his price target for Agios Pharmaceuticals to $100 following the company's Q4 results. The Idhifa and Tibsovo results were largely in-line with expectations and management emphasized the ability to capture additional IDHm franchise opportunities, Van Buren tells investors in a research note. Further, the analyst "encouraged by the degree of comfort management expressed with the ongoing AG-270 Phase I trial in MTAP-deleted cancers." He pushed backed the mitapivat launch timing given updated enrollment timelines but keeps an Overweight rating on Agios. Van Buren continues to recommend owning the stock through year-end.