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AN2 Therapeutics (ANTX) investor relations material
AN2 Therapeutics Evercore ISI 8th Annual HealthCONx Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic pivots and pipeline evolution
Major transition in 2025 following a phase III readout for epetraborole in NTM lung disease, leading to a shift in focus and learnings for future NTM strategies.
Expanded therapeutic focus to oncology in 2024, leveraging boron chemistry platform.
Entered the clinic with a novel compound for Chagas disease and exploring additional opportunities.
Cash runway extends into early 2028, supporting a compact team and multiple programs.
Oncology program highlights
Two lead oncology assets: ENPP1 inhibitor (innate immune response, tumor microenvironment) and PI3K alpha inhibitor (pan mutant, wild-type sparing, high selectivity).
Boron chemistry enables highly potent, selective compounds with favorable PK profiles.
ENPP1 program shows synergy with checkpoint inhibitors and DNA-damaging agents.
PI3K compound demonstrates superior selectivity margins compared to competitors.
Preclinical phase expected to last 6–9 months, with clinical entry anticipated soon.
Infectious disease pipeline and priorities
Abscessus program (NTM lung disease) targets a $1B+ US market with no FDA-approved drugs; oral agent epetraborole moving toward NDA filing.
Chagas disease program features a novel, 100% curative compound in non-human primates; phase I well underway, with phase II planned.
Melioidosis program addresses a high-mortality infection, eligible for non-dilutive funding and PRV.
Abscessus trial is a significant, investigator-led 90-patient study supporting phase III initiation.
- TimeTickerHeadlineOpen
- APAM
AUM hit $180B, strong returns and Grandview deal drove growth despite equity outflows. - GM
Disciplined transformation, resilient supply chains, and strategic EV focus drive robust results. - BTBT
Transitioned to a strategic asset model with major stakes in Ethereum and AI infrastructure. - PSX
Q4 2025 earnings hit $2.9B, with record refining yields and strong portfolio transformation. - ARCC
FY 2025 delivered $2.01 Core EPS, $1.86 net income/share, and a $0.48 Q1 2026 dividend. - HMN
Record core earnings, 12.4% ROE, and 10% EPS growth guidance for 2026. - AFG
Record underwriting profit, strong ROE, and over $700M returned to shareholders in 2025. - OXBR
Tokenized reinsurance contracts on Solana open Florida's market to global investors. - PNDORA
2025 organic growth reached 6%, with EBIT margin at 23.9% and cautious 2026 outlook. - PRU
Earnings rose 12% to $6.6B; Japan sales pause to cut 2026 earnings by $300M-$350M.
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