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Annexon, Inc. 8-K Filings

ANNX NASDAQ

Every 8-K that Annexon, Inc. (ANNX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow ANNX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ANNX filings page.

Rhea-AI Summary

Annexon, Inc. reported second quarter 2026 results while advancing its late-stage neuroinflammatory pipeline. For the quarter ended June 30, 2026, the company recorded a net loss of $55,348 thousand, compared with $49,156 thousand a year earlier, driven by higher research and development and general and administrative expenses. For the first six months of 2026, net loss was $99,490 thousand, modestly improved from $103,512 thousand in 2025.

Cash and cash equivalents were $199,270 thousand and short-term investments were $9,973 thousand as of June 30, 2026, with total assets of $246,068 thousand and stockholders’ equity of $186,061 thousand. Management highlighted a new $200 million credit facility, stating it strengthens the balance sheet and extends the anticipated cash runway into 2028.

Clinically, Annexon expanded its Phase 3 ARCHER II trial of vonaprument in geographic atrophy to add a Month 24 dual primary endpoint alongside the Month 15 endpoint and launched an open-label extension study. The company expects Month 15 primary endpoint assessment in the fourth quarter of 2026 and completion of ARCHER II, including Month 24 analyses, in the third quarter of 2027. A BLA submission for tanruprubart in Guillain-Barré syndrome is expected in the fourth quarter of 2026, and proof-of-concept data for ANX1502 are anticipated in fall 2026.

Rhea-AI Summary

Annexon, Inc. reported changes to its board of directors. On August 10, 2026, long‑serving director and investor Muneer Satter notified the company of his resignation from the board, the audit committee and as chair of the nominating and corporate governance committee, effective immediately prior to the appointment of a replacement. The company stated that his resignation was not due to any disagreement regarding operations, policies, practices, strategy, management or the board.

On the same date, the board appointed Mark S. Blumenkranz, M.D., M.M.S. as a Class II director, with a term expiring at the 2028 annual meeting of stockholders, and named him to the audit and science and technology committees. Under Annexon’s non‑employee director compensation program, he will receive a $40,000 annual cash retainer and annual stock options for 65,000 shares, and was granted an initial stock option for 175,000 shares under the 2020 Incentive Award Plan.

Rhea-AI Summary

Annexon, Inc. reported early results from its ongoing open-label FORWARD study of tanruprubart in Guillain-Barré syndrome (GBS). In the first 10 U.S. and European patients, a single 30 mg/kg intravenous dose was associated with rapid improvement in strength and clinically meaningful reductions in disability within days.

GBS affects approximately 22,000 patients annually across the U.S. and Europe and is linked to an estimated >$20 billion annual U.S. healthcare burden. Annexon plans to use FORWARD data to support a Biologics License Application targeted for Q4 2026, and a Marketing Authorisation Application for tanruprubart is under review by the EMA. Tanruprubart has received Fast Track and Orphan Drug designations in the U.S. and orphan designation in the EU.

Rhea-AI Summary

Annexon, Inc. entered into a Loan and Security Agreement with Oxford Finance LLC and other lenders providing term loans in an aggregate principal amount of up to $200.0 million. An initial tranche of $50.0 million was funded at closing, with three additional tranches of up to $100.0 million tied to specified milestones and conditions, and a further uncommitted tranche of up to $50.0 million available upon mutual agreement or lender approval. Proceeds may be used for working capital and general business requirements, including advancing the vonaprument and tanruprubart registrational programs.

The loans bear interest at a floating rate equal to the greater of 1-Month CME Term SOFR plus 4.6% or 7.60%. Maturity falls on July 1, 2031 or June 1, 2032, depending on achievement of milestones. Annexon will make interest-only monthly payments until September 1, 2029, potentially extendable to September 1, 2030 or September 1, 2031, after which principal and interest are payable. The loans may be prepaid subject to customary fees, include a final payment fee, and are secured by a security interest in substantially all of Annexon’s assets, with customary covenants and events of default that could accelerate repayment obligations.

Rhea-AI Summary

Annexon, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on June 11, 2026. Stockholders elected Bettina M. Cockroft, M.D. with 101,594,745 votes for and 22,807,949 withheld, and Douglas Love, Esq. with 107,491,451 votes for and 16,911,243 withheld, with 17,818,815 broker non-votes for each.

Stockholders also approved additional proposals with strong support, including one receiving 142,016,122 votes for, 185,546 against and 19,841 abstentions, and another with 122,347,513 votes for, 1,986,387 against, 68,794 abstentions and 17,818,815 broker non-votes. A further proposal drew 129,051,256 votes for, 4,374,799 against and 8,795,454 abstentions.

Rhea-AI Summary

Annexon, Inc. reported first quarter 2026 results and highlighted progress across its late-stage neuroinflammatory pipeline. The company recorded a net loss of $44.1 million, or $0.23 per share, for the quarter ended March 31, 2026, compared with a net loss of $54.4 million, or $0.37 per share, a year earlier.

Research and development expenses were $35.8 million, down from $48.2 million, primarily reflecting spending on the Phase 3 ARCHER II trial of vonaprument in geographic atrophy and regulatory activities for tanruprubart in Guillain-Barré syndrome. General and administrative expenses were $10.3 million, up from $9.2 million, mainly due to consulting and professional services.

Annexon reported cash, cash equivalents and short-term investments of approximately $225 million as of March 31, 2026, and expects this to fund operations and planned milestones into the second half of 2027. Key upcoming catalysts include topline Phase 3 vonaprument data in geographic atrophy in the fourth quarter of 2026, a planned Biologics License Application submission for tanruprubart in Guillain-Barré syndrome in 2026, and proof-of-concept data for oral C1 inhibitor ANX1502 in 2026.

Rhea-AI Summary

Annexon, Inc. furnished an update on its fourth quarter and full-year 2025 results alongside progress across its late-stage neuroinflammatory pipeline. The company is advancing three key programs: vonaprument for geographic atrophy, tanruprubart for Guillain-Barré syndrome, and oral C1 inhibitor ANX1502 for autoimmune disease.

Vonaprument’s pivotal Phase 3 ARCHER II trial in geographic atrophy has completed enrollment, with topline data expected in the fourth quarter of 2026. Tanruprubart has an MAA filed in Europe for GBS, with the US/EU FORWARD study intended to support a planned BLA submission in 2026.

Annexon reported cash, cash equivalents and short-term investments of $238.3 million as of December 31, 2025, and expects its operating runway to extend into the second half of 2027. For 2025, R&D expenses were $184.7 million and G&A expenses were $31.7 million, leading to a net loss attributable to common stockholders of $208.5 million, or $1.34 per share.

Rhea-AI Summary

Annexon, Inc. reported that Thomas G. Wiggans, its Chairman of the Board, intends to retire from the Board and will not stand for reelection at the company’s 2026 annual meeting of stockholders. His term as director and Chairman will end when his current term expires at that meeting.

Until the conclusion of the 2026 annual meeting, Mr. Wiggans will continue to serve as Chairman of the Board and as a member of the Compensation Committee and the Nominating and Corporate Governance Committee. The company stated that his decision to step down was not due to any disagreement regarding operations, policies, practices, strategy, management, or the Board.

Rhea-AI Summary

Annexon, Inc. reported that it has updated its corporate investor presentation to reflect certain business and strategic updates. The revised presentation, dated January 14, 2026, may be used in upcoming meetings with analysts and investors, including at the 44th Annual J.P. Morgan Healthcare Conference. It will also be available in the Investors & Media section of the company's website.

The investor presentation is furnished as Exhibit 99.1 under Item 7.01 and is expressly stated as being furnished, not filed, which means it is not subject to certain liability provisions of the securities laws and is not automatically incorporated into other Securities and Exchange Commission documents.

Rhea-AI Summary

Annexon, Inc. reported that it issued a press release outlining its 2026 strategic priorities and key milestones for its lead programs. The press release, titled “Annexon Accelerating Next Generation Targeted Immunotherapy Platform for Treatment of Neuroinflammatory Diseases with Multiple Registrational Milestones in 2026,” focuses on advancing its next-generation targeted immunotherapy platform for neuroinflammatory diseases and highlights multiple planned registrational milestones in 2026. The full details are provided in the press release attached as Exhibit 99.1 to this report.

Rhea-AI Summary

Annexon, Inc. (ANNX) furnished an update on its business by announcing certain financial results for the third quarter ended September 30, 2025. The company provided these details in a press release titled “Annexon Reports Third Quarter 2025 Financial Results, Portfolio Progress and Key Anticipated Milestones,” attached as Exhibit 99.1.

The information was furnished under Item 2.02 of a Form 8‑K and, as stated, is not deemed “filed” for purposes of Section 18 of the Exchange Act and is not incorporated by reference unless specifically noted.