earnings
confidence high
sentiment neutral
materiality 0.70
AN2 Q2 net loss $8.2M; PV Phase 2 to start Q4 2026, Chagas Phase 2 by year-end
AN2 Therapeutics, Inc.
- Q2 2026 net loss $8.2M vs $6.5M YoY; R&D $6.0M, G&A $2.9M; cash $79.9M, runway into 2029.
- Epetraborole Phase 2 (EBO-PV-201) in polycythemia vera: IND filing Q3 2026, enrollment Q4 2026, US/Australia sites.
- M. abscessus Phase 2 investigator-initiated trial enrollment ongoing; topline results expected late 2027.
- Chagas: positive NHP (100% parasite elimination) and Phase 1 data for AN2-502998; Phase 2 initiation planned late 2026.
- Second boron-based development candidate (solid tumors) expected to advance by end of 2026.