secwatch.observer — SEC 8-K summary
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Issuer:     AN2 Therapeutics, Inc. (ANTX)
CIK:        0001880438
Form:       8-K
Filed at:   2026-08-11T20:01:42+00:00
Accession:  0001193125-26-344549
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AN2 Q2 net loss $8.2M; PV Phase 2 to start Q4 2026, Chagas Phase 2 by year-end
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1880438/000119312526344549/0001193125-26-344549-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1880438/000119312526344549/antx-20260811.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-344549

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