AN2 Therapeutics, Inc. Stock Price, News & Analysis

AN2 Therapeutics (Nasdaq: ANTX) has reached a significant milestone in its clinical development program by completing the first single ascending dose cohort in its Phase 1 first-in-human trial of oral AN2-502998 for Chagas disease. The drug candidate shows potential as a curative treatment for chronic Chagas disease, which affects 6-7 million people globally.

The company expects to complete Phase 1 dosing by end of 2025, with Phase 2 proof-of-concept data anticipated within their cash runway. Preclinical studies in nonhuman primates have demonstrated promising curative potential. Through collaboration with Drugs for Neglected Diseases initiative (DNDi), Phase 2 trials are planned to begin in 2026 with data expected in 2027.

AN2 Therapeutics (Nasdaq: ANTX) has announced a strategic collaboration with Drugs for Neglected Diseases initiative (DNDi) to advance the clinical development of AN2-502998, an oral drug candidate for chronic Chagas disease treatment. The partnership leverages DNDi's extensive clinical trial network and expertise in Latin America and Spain.

The collaboration aims to accelerate the development of AN2-502998, with Phase 1 first-in-human studies currently starting and Phase 2 studies planned for 2026. Chagas disease, affecting 6-7 million people globally including 300,000 in the U.S., is caused by the Trypanosoma cruzi parasite and can lead to serious heart and gastrointestinal complications in approximately 30% of chronic cases.

AN2 Therapeutics (Nasdaq: ANTX) has completed a significant 200-patient observational study in acute melioidosis, funded by the National Institutes of Health. The study revealed a striking 40% mortality rate by Day 90 among confirmed melioidosis cases, with an additional 25% of screened patients dying before definitive diagnosis.

The study was conducted across three sites in melioidosis-endemic regions, evaluating patients receiving the current standard of care (IV meropenem or ceftazidime). The research was completed in just 11 months and tracked patients for over 90 days, providing critical data for the company's upcoming Phase 2 proof-of-concept trial of epetraborole.

The company plans to submit an IND and initiate its Phase 2 trial later this year. If approved for acute melioidosis treatment, AN2 Therapeutics would seek a priority review voucher and could generate revenue from government stockpiling and treatment use in endemic countries, including the U.S., as B. pseudomallei is classified as a high-priority biothreat agent.

AN2 Therapeutics (NASDAQ: ANTX) announced a poster presentation at the 2025 Colorado Mycobacteria Conference showcasing preclinical data of epetraborole against M. abscessus. The presentation, scheduled for May 29, 2025, will highlight the drug's potential as an oral treatment for M. abscessus lung disease, which affects approximately 50,000 patients in the U.S., Japan, and Europe, with an estimated all-cause mortality rate of 45%. The poster, titled "Epetraborole, a Potential Oral Agent for Mycobacterium abscessus Lung Disease," will be presented by Dr. MRK Alley and will be simultaneously available on AN2 Therapeutics' website.

AN2 Therapeutics (ANTX) reported Q1 2025 financial results and pipeline updates. The company ended Q1 with $78.5 million in cash and investments, extending runway into 2028. Key highlights include:

Pipeline developments:

• Initiated Phase 1 study for AN2-502998 in Chagas disease, with potential $1 billion peak sales
• Planning Phase 2 study of epetraborole for melioidosis
• Advancing epetraborole for M. abscessus NTM lung disease
• Developing oncology programs targeting ENPP1 and PI3Kα

Financial results show reduced losses with net loss of $10.6 million vs $16.6 million in Q1 2024. R&D expenses decreased to $7.7 million from $14.7 million, while G&A expenses slightly increased to $3.8 million from $3.6 million.

AN2 Therapeutics (NASDAQ: ANTX) reported that its Phase 3 EBO-301 study for epetraborole in MAC lung disease failed to meet its primary endpoint. Despite this setback, the company is pivoting focus to its broader boron chemistry pipeline. Key developments include: Pipeline Updates: - Initiated Phase 1 study of AN2-502998 for Chagas disease, with estimated $1B peak sales potential - Planning Phase 2 study for epetraborole in melioidosis in 2H25 - Pursuing M. abscessus lung disease treatment through non-dilutive funding - First oncology compounds targeting ENPP1 and PI3Kα expected to enter development in 2H25 Financial Position: - $78.5M cash position as of March 31, 2025 - Extended cash runway into 2028 - Implemented strategic workforce reduction and operational optimization

AN2 Therapeutics, a biopharmaceutical company specializing in boron chemistry platform and small molecule therapeutics, has announced its participation in the upcoming 2025 Citizens JMP Life Sciences Conference in New York.

Eric Easom, who serves as Co-Founder, Chairman, President and CEO, will engage in a fireside chat on May 7, 2025, at 9:00 am ET. The management team will also be available for one-on-one meetings during the conference, which runs from May 7-8, 2025.

Investors and interested parties can access the webcast through AN2 Therapeutics' website investor section, with a replay available for at least 30 days following the event.

AN2 Therapeutics (ANTX) reported its Q4 and full year 2024 financial results, highlighting key pipeline developments. The company expects Phase 3 topline data for epetraborole in treatment-refractory MAC lung disease in Q2 2025. A Phase 1 study for AN2-502998 in Chagas disease is planned for mid-2025, while melioidosis trial data is expected in Q2 2025.

Financial highlights include cash position of $88.6 million as of December 31, 2024, expected to fund operations through 2027. Full-year 2024 R&D expenses were $40.5 million, down from $54.9 million in 2023. The company reported a net loss of $51.3 million for 2024, improved from $64.7 million in 2023.

The company amended its statistical analysis plan, selecting QOL-B respiratory domain as the primary efficacy endpoint for the Phase 3 epetraborole trial. Additionally, ANTX is advancing its boron chemistry platform with first oncology candidates expected in 2H25.

AN2 Therapeutics (Nasdaq: ANTX), a biopharmaceutical company specializing in boron chemistry platform-derived small molecule therapeutics, has announced its participation in the upcoming Leerink Partners Global Healthcare Conference.

Eric Easom, who serves as Co-Founder, Chairman, President and CEO, will deliver a corporate overview on March 12, 2025, at 2:20 pm ET. The management team will also be available for one-on-one meetings during the conference.

Investors and interested parties can access the presentation webcast through the Investors section of AN2 Therapeutics' website. The replay will remain available for a minimum of 30 days after the presentation.