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AnaptysBio (ANAB) investor relations material
AnaptysBio Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Announced plans to separate into two independent, publicly traded companies by year-end 2026, with one focused on royalty management and the other on clinical-stage therapeutics.
Achieved $76.3M in collaboration revenue for Q3 2025, driven by a $50M Jemperli sales milestone and increased royalties from GSK and Vanda collaborations.
Net income for Q3 2025 was $15.1M, a significant turnaround from a net loss of $32.9M in Q3 2024, primarily due to higher milestone revenue and reduced R&D expenses.
Biopharma operations will focus on immunology therapeutics, while the royalty management company will manage royalties and milestone payments from collaborations, including Jemperli and imsidolimab.
Multiple clinical milestones expected, including Phase 2 data for rosnilimab in ulcerative colitis (Nov/Dec 2025) and Phase 1b data for ANB033 in celiac disease (Q4 2026).
Financial highlights
Q3 2025 collaboration revenue rose to $76.3M from $30.0M in Q3 2024; nine-month revenue was $126.4M, up from $48.2M year-over-year.
Jemperli royalties increased 80% to $24.9M for Q3 2025 and 110% to $63.2M for the nine months ended September 30, 2025.
Net income for Q3 2025 was $15.1M (EPS $0.54), compared to a net loss of $32.9M in Q3 2024; nine-month net loss narrowed to $62.8M from $123.4M year-over-year (EPS -$2.16).
Cash, cash equivalents, and investments totaled $256.7M as of September 30, 2025, down from $420.8M at year-end 2024, mainly due to operating activities and share repurchases.
Repurchased $65.2M of common stock (3.34M shares, 10.9% of shares outstanding) as of September 30, 2025.
Outlook and guidance
Management expects existing cash and investments to fund operations for at least the next 12 months; Biopharma Co will be capitalized to fund operations for at least two years post-separation.
Top-line Phase 2 data for rosnilimab in ulcerative colitis expected in Nov/Dec 2025; Phase 1b data for ANB033 in celiac disease anticipated by Q4 2026.
Anticipates a one-time $75M milestone in Q4 2025 from GSK when Jemperli reaches $1B in worldwide net sales.
Expects to end 2025 with approximately $300M in cash and investments.
Separation into two companies targeted for completion by year-end 2026, subject to board and regulatory approvals.
How will separation unlock shareholder value?
Sagard debt paydown timeline and Jemperli sales
Rosnilimab UC data: What are the expectations?
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Next AnaptysBio earnings date
TD Cowen Immunology and Inflammation Summit12 Nov, 2025
Next AnaptysBio earnings date
TD Cowen Immunology and Inflammation Summit12 Nov, 2025
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Frequently asked questions
AnaptysBio Inc is a clinical-stage biotechnology company. It focuses on developing immunology therapeutics aimed at autoimmune and inflammatory diseases. The company's product pipeline includes several key antibody candidates like Imsidolimab, an anti-IL-36 receptor antibody for treating generalized pustular psoriasis, currently in Phase 3 trials. Another significant product is Rosnilimab, an anti-PD-1 agonist antibody designed to address T-cell driven inflammatory diseases. Additionally, ANB032, an anti-BTLA modulator antibody, is being developed for various human inflammatory diseases linked to immune cell dysregulation. The company is headquartered in San Diego, California, and its shares are listed on the Nasdaq.
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