AN2 Therapeutics, Inc. filings document the regulatory record of a Nasdaq-listed clinical-stage biopharmaceutical company developing small-molecule therapeutics from a boron chemistry platform. Its disclosures cover common stock registration, operating and financial results, clinical and regulatory updates, risk factors and material events related to its development pipeline.
ANTX filings also include proxy materials for director elections and auditor ratification, 8-K reports on material agreements, equity and warrant financing arrangements, at-the-market sale agreements, equity incentive plan matters, option repricing, officer appointments, governance changes and capital-structure disclosures.
ANTX filed a notice indicating an intention to sell common stock. The filing lists 1,012,000 shares of common stock associated with a value of $6,080,268.00, alongside another share figure of 37,736,237, in connection with the issuer’s Nasdaq-listed stock. The proposed sales relate to shares previously acquired from the issuer on several dates between 2019 and 2022.
AN2 Therapeutics director Joseph S. Zakrzewski reported a bona fide gift of 405,880 shares of common stock. The gifted shares were held indirectly through the Z3 Trust, and he disavows beneficial ownership of those shares. Following this transaction, he reports 145,538 shares of AN2 Therapeutics common stock held directly.
AN2 Therapeutics, Inc. reported its June 30, 2026 quarter as a clinical‑stage company with no product revenue and continued R&D investment across hematologic, infectious disease and oncology programs. The pipeline includes three Phase 2 studies expected to be active in 2026 and multiple preclinical candidates.
For the quarter, net loss was $8.2 million versus $6.5 million a year earlier, driven mainly by higher research and development expenses of $6.0 million. General and administrative expenses declined to $2.9 million. Six‑month net loss was $18.2 million compared with $17.1 million in the prior‑year period.
Liquidity improved through financings. As of June 30, 2026, cash, cash equivalents and investments totaled $79.9 million, up from $61.9 million at year‑end, reflecting a March 2026 private placement of common stock and pre‑funded warrants and sales under a new at‑the‑market equity program. Management states these resources are expected to fund the current operating plan for at least twelve months from the financial statement issuance date.
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.
Aziz Kabeer reported acquisition or exercise transactions in this Form 4 filing.
AN2 Therapeutics, Inc. director Aziz Kabeer received a grant of 2,852 shares of common stock on July 10, 2026 as compensation under the non-employee director compensation policy, in lieu of cash, with all shares vesting immediately. Following this award, he holds 59,106 shares directly. Additional indirect holdings of 377,542 and 1,995,958 shares are held through Adjuvant Global Health Technology Fund entities, where he may be deemed to share voting and dispositive power but each related person and entity disclaims beneficial ownership except to the extent of pecuniary interest.
Marks Gilbert Lynn reported acquisition or exercise transactions in this Form 4 filing.
AN2 Therapeutics, Inc. director Gilbert Lynn Marks received a grant of 2,789 shares of Common Stock on July 10, 2026. The shares were issued in lieu of cash under the company’s non-employee director compensation policy and vest immediately. Following this award, Marks directly holds 81,873 shares of Common Stock.
Martin Patricia A. reported acquisition or exercise transactions in this Form 4 filing.
AN2 Therapeutics, Inc. director Patricia A. Martin received a grant of 766 shares of Common Stock on July 10, 2026. The shares were issued in lieu of cash fees under the company’s non-employee director compensation policy and vest immediately, bringing her direct holdings to 18,863 shares.
AN2 Therapeutics, Inc. officer Joshua M. Eizen reported an open-market sale of 5,945 shares of common stock at $4.172 per share on July 8, 2026. A footnote explains these shares were sold to satisfy tax withholding obligations arising from the vesting of Restricted Stock Units on July 1, 2026, indicating this was a tax-related disposition rather than a discretionary sale. After the transaction, Eizen held 206,554 shares directly, and this balance reflects the prior purchase of 5,000 shares under the 2022 Employee Stock Purchase Plan on March 31, 2026. The reported holdings also include unvested RSUs scheduled to vest annually over four years from various grant dates in 2024–2026, subject to continued service.
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.