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ANAPTYSBIO Provides Update on Strategic Spin-off and Clinical Pipeline
ANAB
Legal Proceedings
New Projects/Investments
Guidance Update
- ANAPTYSBIO is prioritizing the separation of its royalty and biopharma businesses, with the goal of completing the spin-off in Q2 2026, creating two distinct publicly traded entities.
- Jemperli reported $343 million in Q4 sales with 13% quarter-over-quarter growth, and is projected to achieve a $1.45 billion run rate, potentially reaching $1.8 billion by year-end.
- Key clinical catalysts include ANB033 celiac disease data expected in Q4 2026, and the ANB033 EoE study is set to begin enrollment before the end of Q1 2026, with data anticipated in 2027.
- An update on rosnilimab's Phase 3 advancement is planned for the first half of 2026, and a litigation trial with GSK regarding Jemperli combinations is scheduled for July.
Feb 12, 2026, 6:00 PM
AnaptysBio Provides Update on Business Separation and Key Pipeline Developments
ANAB
New Projects/Investments
Legal Proceedings
- AnaptysBio plans to separate its royalty and biopharma businesses in Q2 2026, with the biopharma entity becoming a publicly traded company led by Daniel Faga.
- Jemperli achieved $343 million in Q4 sales, demonstrating 13% quarter-over-quarter growth, with upcoming catalysts including rectal cancer pivotal trial data this year and phase 2 data in MSI-H colon.
- Data for the ANB033 celiac disease trial is anticipated in Q4 2026, while the EoE trial for ANB033 is expected to commence in Q1 2026, with data projected for 2027.
- An update on the Phase 3 advancement of Rosnilimab for RA is expected in H1 2026, following an FDA meeting by the end of Q1 2026 to define the program.
- A trial with GSK concerning contractual issues for Jemperli combinations is scheduled for July, which could potentially lead to the drug reverting to AnaptysBio's royalty business.
Feb 12, 2026, 6:00 PM
AnaptysBio Updates on Strategic Separation, Jemperli Performance, and Pipeline Catalysts
ANAB
New Projects/Investments
Legal Proceedings
Guidance Update
- AnaptysBio plans to separate its royalty company from its biopharma company in Q2, with the biopharma entity becoming a publicly traded company led by Daniel Faga and holding three clinical-stage assets.
- The company highlights Jemperli's strong performance, with Q4 sales of $343 million and 13% quarter-over-quarter growth, projecting a $1.8 billion run rate by the end of the year based on current growth trends.
- Key pipeline catalysts include ANB033 celiac disease data expected in Q4 this year and the ANB033 EoE study commencing in Q1 2026 with data anticipated in 2027.
- An update on the Phase III advancement of rosnilimab is expected in the first half of this year, with the company exploring partnerships for its development.
- A litigation trial with GSK regarding Jemperli combinations is set for July, which could potentially lead to the drug reverting to AnaptysBio's royalty business.
Feb 12, 2026, 6:00 PM
AnaptysBio Announces Planned Separation into Two Companies and Provides Pipeline Updates
ANAB
New Projects/Investments
Dividends
Revenue Acceleration/Inflection
- AnaptysBio plans to separate its biopharma operations from its core royalty portfolio into two publicly traded companies, targeting a Q2 separation in 2026. The biopharma business will be dividended out and will include three clinical-stage programs.
- The remaining royalty business will be anchored by Jemperli, with GSK's sales on a $1.5 billion runway and projected to reach $1.8 billion this year, potentially exceeding 2027 consensus estimates. The royalty rate for Jemperli escalates from 8% up to $1 billion to 25% at $2.5 billion of revenues.
- The biopharma business will advance its CD122 program, with Phase 1b data for celiac disease expected in Q4 2026 and a Phase 1b study for Eosinophilic Esophagitis (EOE) initiating imminently, with data expected in 2027.
- An end-of-phase 2 meeting for rosnilimab in Rheumatoid Arthritis (RA) is scheduled for later this quarter to define the Phase 3 program, with the company seeking strategic or financial capital to advance it.
Feb 11, 2026, 8:00 PM
AnaptysBio to Separate into Two Companies, Details Pipeline and Royalty Assets
ANAB
M&A
New Projects/Investments
Dividends
- AnaptysBio plans to separate into two publicly traded companies in Q2, creating a biopharma business and a royalty portfolio business.
- The royalty business will be anchored by Jemperli, which is on a $1.5 billion run rate and projected to reach $1.8 billion this year, with royalties escalating to 25% at $2.5 billion in revenues.
- The biopharma business will include three clinical-stage programs: rosnilimab (Phase 3 planning for RA), the CD122 program (Phase 1b in celiac with data expected in Q4 2026, and EoE initiating imminently with data in 2027), and ANB101 (Phase 1).
- The company had $310 million in cash at the start of the year, with a strategy to capitalize the biopharma business sufficiently to fund CD122 trials and beyond.
Feb 11, 2026, 8:00 PM
AnaptysBio details planned separation into two companies and pipeline updates
ANAB
New Projects/Investments
Dividends
Guidance Update
- AnaptysBio is planning to separate its operations into two publicly traded companies: a biopharma business and a royalty portfolio business, with the separation tracking towards Q2 2026.
- The biopharma business will include three clinical-stage programs: rosnilimab, the CD122 program (celiac and EOE), and ANB101.
- The royalty business will be anchored by royalties from Jemperli (GSK) and imsidolimab (Vanda), with Jemperli projected to reach $1.8 billion in revenue this year (2026).
- Key data readouts include the celiac trial (CD122 program) in Q4 2026 and an end-of-phase 2 meeting for rosnilimab with the FDA later this quarter (Q1 2026).
Feb 11, 2026, 8:00 PM
AnaptysBio Plans Q2 2026 Separation into Biopharma and Royalty Management Businesses
ANAB
M&A
Legal Proceedings
New Projects/Investments
- AnaptysBio announced its intention to separate into two distinct businesses, BiopharmaCo and Royalty Management Co, likely in Q2 2026, to align with differing business strategies and investment philosophies.
- The BiopharmaCo will focus on advancing three clinical assets: AMB033 (currently in Phase 1b trials for celiac disease and eosinophilic esophagitis (EoE)), Rosnilimab (with positive Phase 2b results in Arthritis, exploring Phase 3 funding), and ANB101 (in ongoing Phase 1a studies).
- The Royalty Management Co will hold rights to royalties from Jemperli (GSK) and Imsidolimab (Vanda); Jemperli royalties could reach $390 million at GSK's projected peak sales of $2.7 billion.
- AnaptysBio is engaged in litigation with GSK concerning alleged material breaches of contract related to Jemperli, with a trial scheduled for July 14th and 17th, 2026, where a finding of material breach could lead to the reversion of Jemperli rights back to AnaptysBio.
- The company reported $310 million in cash at the start of 2026, which is expected to fund the biopharma operations and provide sufficient capital for the Royalty Management business post-separation.
Jan 14, 2026, 12:30 AM
AnaptysBio Announces Planned Separation into Two Businesses and Provides Business Updates
ANAB
New Projects/Investments
Legal Proceedings
Guidance Update
- AnaptysBio plans to separate into two distinct businesses, BiopharmaCo and Royalty Management Co, likely in Q2 2026, to unlock value by differentiating investment strategies.
- The company reported $310 million in cash at the start of 2026.
- The Royalty Management Co will manage royalties from Jemperli (GSK), which generated over $300 million in Q3 2025 revenue, and Imsidolimab (Vanda), with expected BLA approval in 2026.
- AnaptysBio is involved in litigation with GSK over alleged contract breaches concerning Jemperli, with a trial set for July 14th and 17th, which could potentially lead to the reversion of Jemperli rights.
- The BiopharmaCo will advance AMB033 (Phase 1b in celiac disease and EoE), Rosnilimab (positive Phase 2b in arthritis, seeking Phase 3 funding), and ANB101 (Phase 1a).
Jan 14, 2026, 12:30 AM
AnaptysBio Announces Planned Separation into Two Companies and Updates on Pipeline and Litigation
ANAB
New Projects/Investments
Legal Proceedings
Guidance Update
- AnaptysBio intends to separate into two businesses, Biopharma Co and Royalty Management Co, likely in Q2 2026, driven by different business strategies and investment philosophies.
- The company reported $310 million of cash at the beginning of 2026, which is expected to fund the biopharma business and provide sufficient capital for the Royalty Management Co.
- The Royalty Management Co will manage royalties from JEMPERLI (with sales inflecting in 2025 and potential peak royalties of $390 million at $2.7 billion peak sales) and imsidolimab (BLA filed in December 2025, with approval expected in 2026).
- AnaptysBio is involved in litigation with GSK concerning JEMPERLI, alleging material breaches of contract, with a trial scheduled for July 14th and 17th.
- The Biopharma Co's clinical pipeline includes ANB033 (in Phase 1B trials for celiac disease and EoE) and rosnilimab (positive Phase 2B results in arthritis, seeking strategic or financial capital for Phase 3).
Jan 14, 2026, 12:30 AM
AnaptysBio Provides Preliminary Q4 2025 Financials and Strategic Update
ANAB
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- AnaptysBio expects to report preliminary cash and investments of approximately $310 million as of December 31, 2025, which includes a one-time $75 million commercial sales milestone from GSK received in December 2025.
- The company intends to separate into two independent, publicly traded companies (Biopharma Co and Royalty Management Co) as early as Q2 2026.
- Key pipeline updates include positive Phase 2b data for rosnilimab in Rheumatoid Arthritis, while its Ulcerative Colitis trial will be discontinued due to lack of efficacy.
- The Royalty Management Co will manage Jemperli royalties from GSK and imsidolimab royalties from Vanda, with the latter having an FDA BLA submitted for Generalized Pustular Psoriasis in December 2025.
- Approximately $250 million was accrued to Sagard as of year-end 2025 for Jemperli receivables, with a projected $600 million paydown between Q2 2027 and Q1 2028.
Jan 9, 2026, 10:17 PM
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