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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
2025 marked a major transition with a phase 3 readout for epetraborole in NTM lung disease, leading to a strategic shift and new learnings for future NTM efforts.
Expanded therapeutic focus to oncology in 2024, leveraging boron chemistry platform for two new cancer programs entering development.
Entered the clinic with a novel compound for Chagas disease and identified additional pipeline opportunities.
Cash runway extends into early 2028, supporting a compact team and multiple programs.
Emphasis on innovation, with a mix of wholly owned and partnered programs to maximize resources.
Oncology program highlights
Two lead oncology assets: ENPP1 inhibitor (restores innate immune response in tumors) and PI3K alpha inhibitor (pan mutant, wild-type sparing, high selectivity).
Boron chemistry enables highly potent, selective compounds with favorable PK and tissue exposure.
ENPP1 program shows synergy with checkpoint inhibitors and DNA-damaging agents in animal models.
PI3K compound demonstrates superior selectivity margins over competitors, especially for key mutations.
Preclinical phase expected to last 6–9 months, with clinical entry anticipated soon after.
Infectious disease pipeline and priorities
Abscessus program (NTM lung disease) targets a $1B+ US market with no FDA-approved drugs; oral epetraborole offers a differentiated option.
Chagas disease program features a novel, 100% curative compound in non-human primates; phase 1 well underway, with phase 2 planned.
Melioidosis program addresses a high-mortality infection, positioned as a global health and biothreat priority with potential for non-dilutive funding.
Abscessus trial is a significant, investigator-led 90-patient study, phase 3 enabling, freeing resources for other projects.
Chagas phase 1 focuses on PK/PD and safety; top-line results to be shared via press release and conference presentation.
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