secwatch.observer — SEC 8-K summary
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Issuer:     AN2 Therapeutics, Inc. (ANTX)
CIK:        0001880438
Form:       8-K
Filed at:   2026-05-11T20:06:16+00:00
Accession:  0001193125-26-216752
Event type: earnings
Sentiment:  neutral
Materiality: 0.55
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1880438/000119312526216752/0001193125-26-216752-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1880438/000119312526216752/antx-20260511.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-216752

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer