AN2 Therapeutics, Inc. (ANTX)

In the past six months, AN2 Therapeutics' stock has experienced significant upward trends, including a 192.80% increase overall and a 232.73% increase in March 2026. A notable event was a 90% rally in March 2026. The company also announced a $40 million private placement financing in March 2026, which is expected to extend its financial runway into 2029.

There is no indication of typical consumer demand seasonality for AN2 Therapeutics' products and services. Demand is primarily driven by disease prevalence, clinical efficacy, regulatory approvals, and market access. Historically, March has been the strongest month for ANTX stock performance, while February has tended to be the weakest month for the stock.

AN2 Therapeutics, Inc. is a clinical-stage biopharmaceutical company focused on developing novel small molecule therapeutics from its boron chemistry platform. Their lead candidate, epetraborole, is in Phase 3 trials for non-tuberculous mycobacterial lung disease and is being studied for acute melioidosis and polycythemia vera. AN2-502998 is in preclinical trials for chronic Chagas disease. The company also has research programs in oncology and infectious diseases and has licensing agreements with Anacor Pharmaceuticals, Inc., Brii Biosciences Limited, and GSK plc.

AN2 Therapeutics is headquartered in Menlo Park, California, United States. Its licensing agreement with Brii Biosciences Limited extends the potential commercialization of epetraborole to China, Hong Kong, Taiwan, and Macau.

The company's reputation was negatively impacted by the discontinuation of a mid-to-late-stage study for epetraborole in treatment-refractory MAC lung disease due to unsatisfactory efficacy results. However, positive developments such as the initiation of a Phase 2 investigator-initiated clinical trial for epetraborole for Mycobacterium abscessus complex lung disease and plans to advance oral epetraborole into a Phase 2 study for polycythemia vera would likely contribute positively to its reputation.

AN2 Therapeutics has a diverse ownership structure, including institutional and individual investors. As of March 20, 2026, there were 45 institutional owners holding a total of 8,664,575 shares. Major institutional owners include Almitas Capital LLC, Vanguard Group Inc, and Pfizer Inc. Commodore Capital LP and affiliated entities reported beneficial ownership of 3,697,435 shares as of March 9, 2026. Individual insiders have sold shares in the past three months.