NASDAQ$ANTX

AN2 Therapeutics Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

AN2 Therapeutics reported results for the third quarter of 2024, provided an update on EBO-301, and highlighted progress across its boron chemistry pipeline.

AN2 Therapeutics reported a net loss of $12.7 million for Q3 2024. Epetraborole-treated patients showed clinical improvements in QOL-B and MACrO2. The company plans to meet with the FDA to discuss the development path for epetraborole and is advancing its boron chemistry pipeline. They also achieved a 50% reduction in expenditures and have a cash runway through 2027.

  • Epetraborole demonstrated clinical improvements in QOL-B and a post-hoc analysis of MACrO2 in TR-MAC patients.
  • The company plans to meet with the FDA to discuss the development path for epetraborole, including potentially reinitiating a Phase 3 clinical study.
  • AN2 Therapeutics achieved a 50% reduction in expenditures through a strategic realignment of operations.
  • Cash, cash equivalents, and investments totaled $93.4 million at the end of Q3 2024, expected to fund operations through 2027.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.43

Previous: -$0.65+33.8%
R&D Expenses

$8.3M

No prior period
G&A Expenses

$3.5M

No prior period
Restructuring Charges

$2.2M

No prior period
Capital Expenditures

$0.00

Previous: $0.00
Net Income

-$12.7M

Previous: -$16.7M+23.7%
Operating Income

-$14M

Previous: -$18.2M+22.9%
Gross Profit

$0.00

Previous: $0.00
R&D Expense

$8.29M

Previous: $14.4M-42.6%
Stock-Based Comp

$1.9M

Previous: $2.17M-12.3%

Revenue & EPS history

AN2 Therapeutics · Revenue · Quarterly

$0

Q3 2024

Forward guidance

AN2 Therapeutics is focused on advancing its boron chemistry platform and plans to initiate Phase 1 clinical development with AN2-502998 in mid-2025. The company also completed enrollment in a 200-patient observational trial for epetraborole in acute melioidosis in October 2024 and these data will inform a Phase 2 proof of concept study that is planned to initiate enrollment in the second half of 2025.

Tailwinds

  • Advancing preclinical activities aimed to initiate clinical studies in chronic Chagas disease with AN2-502998 in mid-2025.
  • Completed enrollment in a 200-patient observational trial for epetraborole in acute melioidosis in October 2024.
  • Planning to initiate enrollment in a Phase 2 proof of concept study for melioidosis in the second half of 2025.
  • Delivering up to three development compounds in 2025.
  • Continuing efforts to tackle global health disease through non-dilutive funding from the Bill & Melinda Gates Foundation.

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 Q3 2024

Historical avgQ3 2024

+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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