NASDAQ$ANTX

AN2 Therapeutics Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

AN2 Therapeutics reported a decrease in net loss and total operating expenses for Q1 2025 compared to Q1 2024, driven by reduced clinical trial costs and personnel-related expenses.

AN2 Therapeutics experienced a significant reduction in net loss and total operating expenses in the first quarter of 2025 compared to the same period in 2024. This improvement was primarily due to decreased clinical trial costs and personnel-related expenses, partially offset by increased preclinical and research study expenses.

  • Net loss decreased by 36% to $10.649 million in Q1 2025 from $16.617 million in Q1 2024.
  • Total operating expenses decreased by 37% to $11.537 million in Q1 2025 from $18.296 million in Q1 2024.
  • Research and development expenses saw a 48% decrease, falling to $7.690 million in Q1 2025 from $14.655 million in Q1 2024, mainly due to the termination of the EBO-301 trial.
  • Cash and cash equivalents at the end of Q1 2025 were $19.985 million, down from $21.351 million at the end of 2024.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.35

Previous: -$0.56+37.5%
R&D Expenses

$7.69M

No prior period
G&A Expenses

$3.85M

No prior period
Interest Income

$888K

No prior period
Net Income

-$10.6M

Previous: -$16.6M+35.9%
Operating Income

-$11.5M

Previous: -$18.3M+36.9%

Revenue & EPS history

AN2 Therapeutics · Revenue · Quarterly

$0

Q1 2025

Forward guidance

AN2 Therapeutics anticipates continued operating losses and increased expenses as it advances product candidates through clinical trials and seeks regulatory approvals. The company expects its current cash and investments to fund operations for at least 12 months.

Tailwinds

  • Focus on advancing AN2-502998 for chronic Chagas disease, with Phase 1 study completion anticipated in H2 2025.
  • Pursuing oncology targets with potential for clinical proof of concept within current cash runway.
  • Studying epetraborole for acute melioidosis, with topline data from observational trial expected in Q2 2025 to inform Phase 2 study.
  • Continued efforts to discover, develop, and commercialize a portfolio of product candidates to treat diseases with high unmet need.
  • Potential for additional non-dilutive funding opportunities, including government awards.

Headwinds

  • Expect to incur substantial additional losses in future periods due to ongoing research and development activities.
  • Future capital requirements will depend on many factors, including timing and extent of spending on research and development.
  • No products approved for sale and no revenue generated from product sales to date.
  • Risk of not generating sufficient cash flows from operations or raising additional capital on acceptable terms.
  • Potential for significant delays, scale back, or discontinuation of product development and commercialization efforts if additional funding is not secured.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+8.9%

Avg return

Earnings day

+14.4%

Avg return

5 days after

-1.6%

Avg return

30 days after

47%

9 / 19 earnings

Positive

+75.2%

Q2 2021

Best reaction

-6.2%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-1.9%+0.8%-5.7%
Q3 2025-4.3%-5.1%+1.7%
Q2 2024+1.9%+6.2%+21.3%
Q2 2025+0.0%+6.2%+21.3%
Q1 2025-1.7%-1.7%-10.7%
Q4 2024-2.4%-9.3%-16.7%
Q3 2024-5.7%-5.7%+34.9%
Q1 2024-3.4%-3.4%-15.3%
Q4 2023+16.8%+5.6%-28.0%
Q3 2023-6.2%+4.5%+23.2%
Q2 2023+2.8%+5.4%+90.1%
Q1 2023+0.4%+46.2%+48.5%
Q4 2022+1.8%+4.8%-17.0%
Q3 2021-3.5%-3.3%-41.4%
Q3 2022-3.5%-3.3%-41.4%
Q2 2022+75.2%+95.8%-14.6%
Q2 2021+75.2%+95.8%-14.6%
Q4 2021+14.2%+16.9%-32.9%
Q1 2022+14.2%+16.9%-32.9%
Q1 2021

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