AN2 Therapeutics, Inc. (ANTX)

Over the past six months, AN2 Therapeutics' stock price has been impacted by several events. In May 2025, the Phase 3 EBO-301 study for epetraborole missed its primary endpoint, leading to a focus shift towards the Chagas disease program. Also in May 2025, a new analyst forecast assigned ANTX a $2.0 price target. In June 2025, the CEO made an insider purchase of 10,000 shares. August 2025 saw the report of Second Quarter 2025 financial results, highlighting pipeline momentum and a collaboration with the Drugs for Neglected Diseases initiative. In November 2025, the company reported Third Quarter 2025 financial results, noting a net loss of $9.4 million and a focus on research and development, and announced a research collaboration with GSK for tuberculosis treatments. TD Cowen downgraded AN2 Therapeutics to Hold in November 2024. Leerink Partners downgraded ANTX to Market Perform in February 2024 and cut its price target after the company paused enrollments in a Phase 2/3 clinical trial for epetraborole.

Information regarding demand seasonality for AN2 Therapeutics, Inc.'s products and services is not available. Demand for its products is typically driven by disease prevalence and medical need rather than seasonal consumer patterns.

AN2 Therapeutics, Inc. is a clinical-stage biopharmaceutical company focused on discovering and developing novel small molecule therapeutics for rare, chronic, and serious infectious diseases. The company operates in the Health Care sector, specifically within the Biotechnology: Pharmaceutical Preparations industry, leveraging its boron chemistry platform to create high-impact drugs. Its major product candidates include Epetraborole for chronic non-tuberculous mycobacterial lung disease, AN2-502998 for chronic Chagas disease, boron-based compounds for melioidosis, early-stage oncology programs, and global health initiatives targeting tuberculosis and malaria.

AN2 Therapeutics, Inc. is headquartered in Menlo Park, California, United States. The company has a strategic partnership with Brii Biosciences, granting them rights to develop, manufacture, and commercialize certain compounds, including epetraborole, in China, Hong Kong, Taiwan, and Macau, indicating an international reach.

AN2 Therapeutics aims to deliver high-impact drugs that address critical medical needs and improve health outcomes. The company's reputation has been influenced by clinical development news, with the failure of the Phase 3 EBO-301 trial and analyst downgrades negatively impacting its reputation. The initiation of a Phase 1 study for AN2-502998 and the research collaboration with GSK could positively contribute to its scientific and development reputation.

AN2 Therapeutics, Inc. has a mix of institutional and individual owners, with 57 institutional owners holding 8,670,287 shares. Major institutional shareholders include Almitas Capital LLC, Vanguard Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Pfizer Inc, Peapod Lane Capital LLC, Stonepine Capital Management, LLC, Bank Of Nova Scotia, Landscape Capital Management, L.l.c., Bank Of Montreal /can/, Renaissance Technologies Llc, Adjuvant Global Health Technology Fund LP, and RA Capital Management, L.P. Kabeer Aziz is the largest individual shareholder, owning 5.27 million shares, representing 19.22% of the company.