earnings
confidence high
sentiment positive
materiality 0.70
AnaptysBio Q1 net loss $39.3M ($1.28/sh); rosnilimab Phase 2b RA data positive; $75M buyback authorized
ANAPTYSBIO, INC
2025-Q1 EPS reported
-$1.28
revenue$27,771,000
- Cash and investments $383M as of March 31, 2025, with cash runway through year-end 2027.
- Collaboration revenue $27.8M (up from $7.2M YoY), driven by Jemperli royalties and Vanda license.
- R&D expenses $41.2M, up from $37.0M YoY, primarily due to rosnilimab RA/UC and preclinical programs.
- Rosnilimab achieved highest-ever CDAI LDA response in 424-patient Phase 2b RA trial; six-month data surpassed competitors.
- Initial Phase 2 UC data for rosnilimab expected Q4 2025; GSK Jemperli $1B sales milestone still anticipated 2025/2026.