---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-216752"
form_type: "8-K"
ticker: "ANTX"
cik: "0001880438"
company_name: "AN2 Therapeutics, Inc."
filed_at: "2026-05-11T20:06:16+00:00"
generated_at: "2026-05-11T22:43:17.328575+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# AN2 Therapeutics Q1 net loss $10.0M; progresses oral epetraborole to Phase 2 for PV

## Summary
- Net loss of $10.0M vs $10.6M in Q1 2025; R&D expenses $6.7M, down from $7.7M.
- Cash and investments $85.3M as of Mar 31, 2026; raised $40M in March private placement; cash runway into 2029.
- Oral epetraborole for polycythemia vera to enter Phase 2 in Q3 2026; data readouts expected from Q4 2026.
- Phase 2 investigator-initiated trial for M. abscessus lung disease commenced in March 2026; topline results late 2027.
- Chagas disease: Phase 1 trial completed dosing; Phase 1 and NHP efficacy data expected in Q2 2026.

## SEC filing metadata
- accession: 0001193125-26-216752
- form_type: 8-K
- ticker: ANTX
- cik: 0001880438
- company_name: AN2 Therapeutics, Inc.
- filed_at: 2026-05-11T20:06:16+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1880438/000119312526216752/0001193125-26-216752-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1880438/000119312526216752/antx-20260511.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-216752
- JSON: https://secwatch.observer/filing/0001193125-26-216752.json
- Plain text: https://secwatch.observer/filing/0001193125-26-216752.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.