Every 8-K that AN2 Therapeutics, Inc. (ANTX) 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 ANTX 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 ANTX filings page.
AN2 Therapeutics, Inc. reported second quarter 2026 results and highlighted pipeline progress built on its boron chemistry platform. Three Phase 2 programs are expected to be underway by year-end, targeting polycythemia vera, M. abscessus lung disease, and chronic Chagas disease, alongside an ENPP1 oncology candidate.
For the quarter ended June 30, 2026, research and development expenses were $6.0 million and general and administrative expenses were $2.9 million, leading to a net loss of $8.2 million, or $0.18 per share, compared to $6.5 million, or $0.21 per share, a year earlier. Cash, cash equivalents and investments totaled $79.9 million, and the company projects this will fund operations into 2029 under its current plan.
Operationally, AN2 is expanding a global Phase 2 study of oral epetraborole in polycythemia vera following a pre-IND meeting with the FDA, with enrollment planned to begin in the fourth quarter of 2026 and Part 1 data expected periodically through 2027. Enrollment continues in an 84‑patient, randomized, double-blind, placebo-controlled investigator-initiated Phase 2 trial in M. abscessus lung disease, with topline data anticipated in late 2027.
AN2 Therapeutics, Inc. reported the results of its 2026 annual meeting of stockholders. A quorum was present, with 22,741,535 shares represented, equal to 63.18% of the 35,995,545 shares outstanding as of April 15, 2026.
Stockholders elected Class I directors Kabeer Aziz, Gilbert Lynn Marks, M.D., and Rob Readnour, Ph.D., to serve until the 2029 annual meeting or until their successors are chosen. Support ranged from 13,547,536 to 15,947,854 votes for, with broker non-votes of 5,235,125 on each nominee.
Stockholders also ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 22,724,674 votes for, 13 votes against, and 16,848 abstentions.
AN2 Therapeutics reported positive early-stage data for its oral CPSF3 inhibitor AN2-502998 targeting chronic Chagas disease. A 28-day nonhuman primate study showed parasite elimination at exposures planned for humans, and a Phase 1 first-in-human trial in healthy volunteers found a favorable safety and tolerability profile with no dose-limiting toxicities. The company plans to advance AN2-502998 into a Phase 2 proof-of-concept study in collaboration with DNDi and highlights that Chagas disease affects over 300,000 people in the U.S. and about 10 million globally, with no FDA-approved treatments for adults. AN2 also notes that, if approved, AN2-502998 could qualify for an FDA Tropical Disease Priority Review Voucher and views Chagas disease as a potential multi-billion-dollar global market.
AN2 Therapeutics reported first quarter 2026 results showing a net loss of $10.0 million, slightly improved from $10.6 million a year earlier, as research and development spending declined to $6.7 million while general and administrative costs held steady at $3.8 million.
Cash, cash equivalents and investments totaled $85.3 million at March 31, 2026, supported by $40.0 million of gross proceeds from a March private placement, which the company expects will fund operations into 2029. AN2 highlighted progress across its boron chemistry pipeline, including plans to move oral epetraborole into Phase 2 for polycythemia vera, an investigator-initiated Phase 2 trial in M. abscessus lung disease, upcoming Phase 1 and non-human primate data for AN2-502998 in chronic Chagas disease, and declaration of an ENPP1 candidate for solid tumors.
AN2 Therapeutics, Inc. entered an Open Market Sale Agreement with Jefferies that allows it to issue and sell, from time to time, up to $80 million of its common stock through at-the-market offerings under a Form S-3 shelf registration.
Jefferies will act as sales agent and receive a commission of up to 3.0% of gross proceeds. On the same date, AN2 terminated its prior TD Cowen at-the-market program, under which it had already sold 2,502,000 shares for aggregate proceeds of $20,016,251.
AN2 Therapeutics, Inc. approved a broad stock option repricing on March 19, 2026. All outstanding options granted under its 2017 and 2022 equity incentive plans before that date now have an exercise price of $3.91 per share, matching the common stock closing price on the repricing date.
Holders must still pay the original exercise price if they exercise before the “Premium End Date,” defined as the earliest of September 19, 2027, a change in control, or the holder’s death or disability. All other terms of the options remain unchanged. Named executive officers affected include CEO Eric Easom with 742,649 repriced options, CLO/COO Joshua Eizen with 142,150 options, and CFO Lucy Day with 221,965 options, originally priced between $6.60 and $17.88 per share.
AN2 Therapeutics reported a 2025 net loss of $35.2M, improved from $51.3M in 2024, as it narrowed research and administrative spending. Fourth-quarter net loss was $8.7M, or $0.29 per share.
Full-year R&D expenses fell to $24.8M from $40.5M, while G&A declined to $13.3M from $14.1M. There were no restructuring charges in 2025, compared with $2.2M a year earlier.
The company ended 2025 with $60.0M in cash, cash equivalents and investments and entered a March 2026 private placement for roughly $40M in gross proceeds. Management projects this funding will support operations into 2029 while advancing Phase 2 programs in polycythemia vera, M. abscessus lung disease and Chagas disease, plus two oncology candidates.
AN2 Therapeutics, Inc. entered into a securities purchase agreement for a private placement expected to raise approximately $40 million in gross proceeds. The company is selling 8,245,611 shares of common stock at $2.85 per share and pre-funded warrants to purchase up to 5,789,493 shares at $2.84999 per warrant.
Each pre-funded warrant carries a nominal exercise price of $0.00001 per share, is exercisable immediately and remains outstanding until fully exercised, subject to a beneficial ownership cap starting at 9.99%, adjustable up to 19.99% after 61 days upon notice. The private placement is expected to close on March 10, 2026, with customary conditions.
AN2 agreed to file a resale registration statement covering the new shares and warrant shares within 30 days after closing and to use reasonable best efforts to have it declared effective within agreed timeframes. The company also agreed to temporary restrictions on issuing additional equity or equivalents until the registration is effective or 60 days after closing, whichever comes first.
AN2 Therapeutics, Inc. reports leadership and compensation changes in its finance organization. The Board appointed Sarah Williams as Vice President, Controller and Principal Accounting Officer, effective February 1, 2026, succeeding Lucy Day in the principal accounting role while Ms. Day remains Chief Financial Officer and Principal Financial Officer.
Williams, a CPA with prior roles at Gritstone Bio, Bio-Rad, BDO USA and Crowe Horwath, will receive an annual base salary of $310,000 and a target bonus equal to 30% of base salary, and will participate in the company’s standard indemnity and severance arrangements. Under an amended employment agreement reflecting cost-savings efforts, Ms. Day’s annual base salary is set at $335,400 through March 2026 and will decrease to $223,600 beginning April 1, 2026, with eligibility for 50% of severance benefits under the Officer Severance Plan if involuntarily terminated not in connection with a change in control. Her outstanding equity awards continue to vest while she provides services.
AN2 Therapeutics (ANTX) filed an 8-K to announce it furnished a press release with financial results for the third quarter ended September 30, 2025. The press release is included as Exhibit 99.1 and, as stated, the information under Item 2.02 is being furnished, not filed.
The company lists its principal executive offices at 1300 El Camino Real, Suite 100, Menlo Park, CA 94025, and provides a former address at 1800 El Camino Real, Suite D, Menlo Park, CA 94027.
AN2 Therapeutics reported that it issued a press release announcing its financial results for the second quarter ended June 30, 2025. The press release is furnished as Exhibit 99.1 and is incorporated by reference into this Form 8-K. The filing states that the information in Item 2.02 and Item 9.01 (including Exhibit 99.1) is furnished and shall not be deemed "filed" under Section 18 of the Exchange Act, and will not be incorporated by reference in other filings except by specific reference. The report is dated August 12, 2025 and is signed by Chief Executive Officer Eric Easom.