ANAPTYSBIO (ANAB) SEC Filings

AnaptysBio, Inc. director Hollings C. Renton intends to sell 5,000 common shares through Morgan Stanley Smith Barney LLC, with an approximate sale date of October 1, 2026. The reported aggregate market value is $249,371.50. The shares are listed as acquired from the issuer through a stock option exercise for cash on October 1, 2026.

AnaptysBio, Inc. (ANAB) has transformed into a lean royalty-focused company following the April 20, 2026 spin‑off of First Tracks Biotherapeutics, which moved its clinical-stage R&D operations into a separate public entity and is now reported as discontinued operations.

The company’s continuing business manages financial collaborations around PD‑1 antibody Jemperli with GSK and IL‑36R antibody Quimilza with Vanda, aiming to return royalty value to shareholders while targeting annual operating expenses under $10 million and a greater than 95% EBIT margin. Collaboration revenue from continuing operations was $53.0 million for the six months ended June 30, 2026 and $234.6 million in 2025, up from $91.3 million in 2024, largely driven by Jemperli milestones and royalties.

AnaptysBio has monetized substantial Jemperli and Zejula royalties via agreements with Sagard and DRI, carrying a $256.5 million liability and booking significant non‑cash interest expense ($41.2 million in the June 2026 half). A large deferred tax valuation allowance release produced an income tax benefit of $181.5 million, leading to $176.4 million income from continuing operations in the transition period. Cash, cash equivalents and investments totaled $164.1 million as of June 30, 2026, and management expects these resources to fund operations for at least 12 months.

AnaptysBio, Inc. (ANAB) reported second-quarter and transitional fiscal year 2026 results driven by growing Jemperli royalties and a large one-time tax benefit. Collaboration revenue was $27.5 million for the quarter and $53.0 million for the six months ended June 30, 2026, modestly higher than a year earlier.

Net income from continuing operations rose to $177.3 million for the quarter, largely due to a $181.5 million income tax benefit from releasing a valuation allowance on deferred tax assets following the separation from First Tracks Biotherapeutics. Cash, cash equivalents and investments were $164.1 million, down from $211.6 million at December 31, 2025, while the liability related to the sale of future royalties stood at $256.5 million. GSK reported Jemperli global net sales of $644 million for the first half of 2026, and AnaptysBio continues to expect potential annualized Jemperli royalties of more than $390 million as early as 2029. The company highlighted an FDA PDUFA date of February 2027 for Jemperli in rectal cancer, a December 12, 2026 PDUFA date for Quimilza in GPP, and ongoing Delaware Chancery Court litigation with GSK and Tesaro, where it is seeking reversion of Jemperli rights and anticipates a judgment in late 2026 or early 2027.

ANAPTYSBIO, INC (ANAB) director John A. Orwin reported the settlement of 1,300 Restricted Stock Units (RSUs) into 1,300 shares of Common Stock on September 15, 2026. Each RSU converted into one share for no cash consideration, bringing his directly held Common Stock position to 17,995 shares. The RSUs vest in three equal annual installments on September 15, 2024, 2025 and 2026, subject to continued service.

Sirenia Capital Management LP and Alex Silverstein report beneficial ownership of AnaptysBio, Inc. common stock on a Schedule 13G/A. They collectively report holding 1,491,959 shares of common stock, representing 5.0% of the class, based on 29,608,481 shares outstanding as of June 22, 2026.

The shares are held in a managed account of Point72 Associates II, LLC (the Sirenia Account), for which Sirenia and Mr. Silverstein report shared voting and dispositive power over all 1,491,959 shares and no sole voting or dispositive power. The filers state that the ownership is reported without conceding beneficial ownership status under Section 13.

AnaptysBio, Inc. held its 2026 Annual Meeting of Stockholders on August 11, 2026 and reported the results of four proposals. Two Class III directors, Hollings Renton and John P. Schmid, were elected to three-year terms expiring at the 2029 annual meeting. Renton received 15,304,522 shares for and 6,613,642 withheld/abstaining votes, while Schmid received 20,314,669 shares for and 1,603,495 withheld/abstaining votes; each proposal had 2,084,465 broker non-votes. Stockholders ratified KPMG LLP as independent registered public accounting firm for the fiscal year ending June 30, 2027, with 22,343,352 shares for and 1,640,401 against. They also gave non-binding advisory approval to named executive officer compensation with 21,274,791 shares for and approved an amendment to the 2017 Equity Incentive Plan with 15,563,882 shares for.

Lizzul Paul F. reported acquisition or exercise transactions in this Form 4 filing.

ANAPTYSBIO, INC reported that Chief Medical Officer Paul F. Lizzul received a grant of 16,667 Performance Stock Units on March 12, 2026. These performance-based units were earned after achievement of certified criteria, each representing a right to one share of common stock. The award vests 50% on March 12, 2027 and 50% on March 12, 2028, subject to his continued service, leaving him with 16,667 PSUs held directly.

Faga Daniel reported acquisition or exercise transactions in this Form 4 filing.

AnaptysBio, Inc. reported that President and CEO Daniel Faga received a grant of 53,334 performance stock units (PSUs), each representing one share of common stock. The PSUs were earned based on certified performance criteria and vest over two years: 50% on March 12, 2027 and 50% on March 12, 2028, subject to his continued service.