earnings
confidence high
sentiment positive
materiality 0.75
AnaptysBio Q2 net loss narrows to $38.6M; rosnilimab Phase 2b RA data positive
ANAPTYSBIO, INC
2025-Q2 EPS
reported -$2.62
vs consensus -$1.57
▼ miss
(-66.6%)
- Net loss $38.6M ($1.34/sh) vs $46.7M ($1.71) YoY; collaboration revenue $22.3M, up from $11.0M.
- Cash & investments $293.7M as of June 30, 2025; cash runway through year-end 2027 reiterated.
- Rosnilimab RA Phase 2b shows JAK-like efficacy, durable off-drug response; UC Phase 2 enrollment complete, top-line Q4 2025.
- ANB033 (CD122 antagonist) to begin Phase 1b in celiac disease by Q4 2025; R&D event planned.
- Anticipate $75M GSK milestone in 2025 once Jemperli achieves $1B annual net sales.