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AnaptysBio Inc

AnaptysBio, Inc. is a clinical-stage biotechnology company focused on immunology therapeutics for autoimmune and inflammatory diseases in the United States. Its product candidates include Rosnilimab, a selective pathogenic T cell depleter that completed a Phase 2b trial for moderate-to-severe rheumatoid arthritis; ANB033, a CD122 antagonist in a Phase 1b trial for celiac disease and eosinophilic esophagitis; ANB101, a BDCA2 modulator antibody in a Phase 1a trial targeting plasmacytoid dendritic cells; dostarlimab, a PD-1 antagonist for solid tumors; and Imsidolimab, an interleukin-36 receptor inhibitor in Phase 3 for generalized pustular psoriasis. The company also develops antibody programs through collaborations with GSK and Vanda. Formerly Anaptys Biosciences, Inc., it changed its name to AnaptysBio, Inc. in July 2006, was incorporated in 2005, and is based in San Diego, California.

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Biotech & Genomic Medicine

AnaptysBio Posts US$183.88 Million Quarterly Profit on Tax Benefit After First Tracks Spin-Off

AnaptysBio reported fourth-quarter and six-month 2026 net income of US$183.88 million and US$131 million respectively, with basic earnings per share from continuing operations of US$6.06 for the quarter and US$6.09 for the six months. The bulk of that quarterly profit came from a US$181.5 million income-tax benefit tied to the release of a deferred-tax valuation allowance following the separation of First Tracks Biotherapeutics, an accounting change that lifts reported earnings without delivering equivalent cash. The company's investment case now rests on its royalty-focused model around Jemperli and imsidolimab, with near-term catalysts seen in royalty performance, litigation outcomes with GSK and management's use of a US$100 million buyback rather than the tax boost itself. Three Simply Wall St community valuations for AnaptysBio range from about US$88.50 to US$1,276.20 per share, underscoring how widely individual views on the stock diverge.
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Biotech & Genomic Medicine
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Biotech & Genomic Medicine › Immuno-Oncology / Checkpoint Pricing
ANAB · Capital · Neutral Q4 profit of US$183.88M driven mostly by a US$181.5M deferred-tax valuation-allowance release after the First Tracks spin-off, an accounting gain without equivalent cash.
TRAX · Capital · Neutral Its separation from AnaptysBio triggered the deferred-tax valuation-allowance release; no standalone news about First Tracks itself.
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Laughing Water Capital Adds AnaptysBio as New Position, Sees Potential 50-80% Upside

Laughing Water Capital added AnaptysBio as a new position in the second quarter of 2026, citing a special situation that could resolve quickly. Following a taxable spinoff of its developmental drug assets, AnaptysBio is now an asset-light royalty company collecting payments on sales of Jemperli, a cancer drug commercialized by GSK. The firm believes it purchased shares at a discount to the present value of future royalties, but sees additional upside from a trial set for July 14-17 in which AnaptysBio accuses GSK of violating their commercial agreement. If AnaptysBio prevails, it could recover the entirety of Jemperli, potentially pushing shares to nearly $300 versus an average purchase price below $60. A more likely scenario, according to Laughing Water Capital, is a settlement or outright acquisition by GSK, which could yield 50 to over 80 percent upside.
ANAB ▲GSK.LSE ▼
ANAB · Capital · Positive Laughing Water Capital added AnaptysBio as a new position, citing a special situation with potential 50-80% upside from a trial or settlement.
GSK.LSE · Regulation · Negative AnaptysBio accuses GSK of violating their commercial agreement for Jemperli; if AnaptysBio prevails, GSK could lose rights to the drug.
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