Anaptysbio, Inc 8-K, filed Sep 21, 2026
Anaptysbio, Inc (ANAB)
About this 8-K
Anaptysbio, Inc filed this 8-K on September 21, 2026.
Items reported
- Item 9.01: Financial statements and exhibits
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
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Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
Securities registered pursuant to Section 12(b) of the Act:
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Trading |
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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).
Emerging growth company
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 Results of Operations and Financial Condition.
On September 21, 2026, AnaptysBio, Inc. (“AnaptysBio”) issued a press release announcing its financial results for the three months and transitional fiscal year ended June 30, 2026. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K.
The information in this Item 2.02, including Exhibit 99.1 to this Current Report on Form 8-K, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section or Sections 11 and 12(a)(2) of the Securities Act of 1933, as amended. The information contained in this Item 2.02 and in the accompanying Exhibit 99.1 shall not be incorporated by reference into any registration statement or other document filed by AnaptysBio with the Securities and Exchange Commission, whether made before or after the date of this Current Report on Form 8-K, regardless of any general incorporation language in such filing (or any reference to this Current Report on Form 8-K generally), except as shall be expressly set forth by specific reference in such filing.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits
Exhibit Number |
Exhibit Title or Description |
Press release issued by AnaptysBio, Inc. regarding its financial results for the three months and transitional fiscal year ended June 30, 2026, dated September 21, 2026. |
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104 |
Cover Page Interactive Data File (the cover page XBRL tags are embedded within the inline XBRL document). |
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
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AnaptysBio, Inc. |
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Date: |
September 21, 2026 |
By: |
/s/ Christopher M. Murphy |
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Name: Christopher M. Murphy |
Exhibit 99.1
Anaptys Announces Second Quarter and Transitional Fiscal Year 2026 Financial Results and Provides Business Update
SAN DIEGO, Sept. 21, 2026 — AnaptysBio, Inc. (Nasdaq: ANAB), a company focused on managing the financial collaborations for Jemperli with Tesaro, a GSK company, and Quimilza (imsidolimab) with Vanda, today reported financial results for the second quarter and transitional fiscal year ended June 30, 2026, and provided a business update.
“Jemperli continues to demonstrate robust year-over-year growth with major catalysts within the next 6 months including further sales acceleration ex-US, anticipated FDA approval of Jemperli in monotherapy in dMMR/MSI-H neoadjuvant rectal cancer, as well as a judgement expected in our litigation with GSK and Tesaro,” said Daniel Faga, president and chief executive officer. “In addition to Jemperli, we anticipate FDA approval of Quimilza in GPP in December 2026.”
GSK Jemperli Financial Collaboration
Vanda Quimilza (imsidolimab) Financial Collaboration
GSK and Tesaro Litigation Update
Second Quarter Financial Results
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995, including, but not limited to future commercial and regulatory developments for Jemperli and Quimilza, future royalty amounts, the Company’s expected paydown of its obligations to Sagard, and the outcome of the Company’s ongoing litigation with GSK. Statements including words such as “plan,” “continue,” “expect,” or “ongoing” and statements in the future tense are forward-looking statements. These forward-looking statements involve risks and uncertainties, as well as assumptions, which, if they do not fully materialize or prove incorrect, could cause its results to differ materially from those expressed or implied by such forward-looking statements. Forward-looking statements are subject to risks and uncertainties that may cause the company’s actual activities or results to differ significantly from those expressed in any forward-looking statement, including risks and uncertainties related to commercial success of the Company’s licensed products, the company’s ability to protect its financial collaborations and return value to its shareholders, the company’s ability to operate efficiently with a limited staff, and other risks and uncertainties described under the heading “Risk Factors” in documents the company files from time to time with the Securities and Exchange Commission. These forward-looking statements speak only as of the date of this press release, and the company undertakes no obligation to revise or update any forward-looking statements to reflect events or circumstances after the date hereof.
About Anaptys
Anaptys manages the financial collaborations for Jemperli with GSK and Quimilza with Vanda, with a focus on protecting and returning the value of its royalties to shareholders. To learn more, visit www.AnaptysBio.com or follow us on LinkedIn.
Contact:
Chris Murphy
Chief Financial Officer
investors@anaptysbio.com
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1. GSK Q2 2026 earnings call, 7/28/2026
2. CEO Emma Walmsley, 2025 JP Morgan CEO Series fireside chat, 9/11/2025, “there's no change to our peak year sales overall ambition for Jemperli, that's for sure, which is far more than £2 billion.”; Converted from GBP to USD using Q3 2025 average exchange rate (1.35x)
AnaptysBio, Inc.
Consolidated Balance Sheets
(in thousands, except par value data)
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June 30, 2026 |
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December 31, 2025 |
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ASSETS |
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Current assets: |
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Cash and cash equivalents |
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$ |
133,826 |
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$ |
138,196 |
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Receivables from collaborative partners |
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25,634 |
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33,850 |
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Short-term investments |
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30,317 |
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73,442 |
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Prepaid expenses and other current assets |
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8,650 |
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— |
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Current assets of discontinued operations |
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— |
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104,762 |
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Total current assets |
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198,427 |
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350,250 |
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Property and equipment, net |
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102 |
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111 |
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Deferred tax asset |
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106,639 |
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— |
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Operating lease right-of-use assets |
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11,560 |
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12,519 |
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Other long-term assets |
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256 |
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256 |
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Non-current assets of discontinued operations |
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— |
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1,259 |
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Total assets |
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$ |
316,984 |
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$ |
364,395 |
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LIABILITIES AND STOCKHOLDERS’ EQUITY (DEFICIT) |
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Current liabilities: |
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Accounts payable |
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$ |
4,394 |
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$ |
3,871 |
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Accrued expenses |
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28,798 |
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32,674 |
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Current portion of operating lease liability |
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2,161 |
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2,080 |
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Total current liabilities |
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35,353 |
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38,625 |
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Liability related to sale of future royalties |
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256,493 |
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276,528 |
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Long-term taxes payable |
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3,619 |
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— |
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Operating lease liability, net of current portion |
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10,934 |
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12,032 |
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Stockholders’ equity: |
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Preferred stock, $0.001 par value, 10,000 shares authorized and no shares, issued or outstanding at June 30, 2026 and December 31, 2025, respectively |
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— |
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— |
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Common stock, $0.001 par value, 500,000 shares authorized, 29,728 shares and 28,019 shares issued and outstanding at June 30, 2026 and December 31, 2025, respectively |
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30 |
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28 |
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Additional paid in capital |
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652,269 |
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809,765 |
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Accumulated other comprehensive loss |
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(151 |
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(24 |
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Accumulated deficit |
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(641,563 |
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(772,559 |
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Total stockholders’ equity |
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10,585 |
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37,210 |
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Total liabilities and stockholders’ equity |
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$ |
316,984 |
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$ |
364,395 |
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AnaptysBio, Inc.
Consolidated Statements of Operations and Comprehensive Loss
(in thousands, except per share data)
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Three Months Ended |
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Six Months Ended |
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2026 |
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2025 |
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2026 |
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2025 |
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Collaboration revenue |
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$ |
27,488 |
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$ |
22,263 |
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$ |
53,044 |
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$ |
50,034 |
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Operating expenses: |
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Research and development |
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(2,704 |
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(1,448 |
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(2,668 |
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(1,733 |
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General and administrative |
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16,044 |
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3,984 |
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23,390 |
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8,298 |
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Total operating expenses |
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13,340 |
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2,536 |
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20,722 |
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6,565 |
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Income from operations |
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14,148 |
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19,727 |
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32,322 |
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43,469 |
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Other income (expense), net: |
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Interest income |
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1,486 |
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2,102 |
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3,252 |
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5,402 |
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Sublease income |
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526 |
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— |
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526 |
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— |
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Non-cash interest expense for the sale of future royalties |
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(20,333 |
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(19,606 |
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(41,192 |
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(37,667 |
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Other (expense) income, net |
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(1 |
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3,544 |
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(1 |
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5,453 |
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Total other expense, net |
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(18,322 |
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(13,960 |
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(37,415 |
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(26,812 |
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(Loss) income before income taxes |
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(4,174 |
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5,767 |
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(5,093 |
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16,657 |
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Benefit (provision) for income taxes |
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181,491 |
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(39 |
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181,451 |
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(83 |
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Income from continuing operations |
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177,317 |
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5,728 |
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176,358 |
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16,574 |
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Income (loss) from discontinued operations, net of tax |
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6,563 |
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(44,358 |
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(45,362 |
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(94,533 |
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Net income (loss) |
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183,880 |
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(38,630 |
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130,996 |
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(77,959 |
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Other comprehensive (loss) income: |
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Unrealized loss on available for sale securities |
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(5 |
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(167 |
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(127 |
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(311 |
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Comprehensive income (loss) |
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$ |
183,875 |
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$ |
(38,797 |
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$ |
130,869 |
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$ |
(78,270 |
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Net income (loss) per common share: |
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Income from continuing operations - basic |
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$ |
6.06 |
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$ |
0.20 |
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$ |
6.09 |
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$ |
0.56 |
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Income (loss) from discontinued operations - basic |
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$ |
0.22 |
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$ |
(1.54 |
) |
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$ |
(1.57 |
) |
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$ |
(3.18 |
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Net income (loss) per common share - basic |
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$ |
6.28 |
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$ |
(1.34 |
) |
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$ |
4.52 |
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$ |
(2.62 |
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Income from continuing operations - diluted |
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$ |
4.93 |
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$ |
0.19 |
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$ |
4.71 |
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$ |
0.54 |
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Income (loss) from discontinued operations - diluted |
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$ |
0.18 |
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$ |
(1.49 |
) |
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$ |
(1.21 |
) |
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$ |
(3.08 |
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Net income (loss) per common share - diluted |
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$ |
5.11 |
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$ |
(1.30 |
) |
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$ |
3.50 |
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$ |
(2.54 |
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Weighted-average number of shares outstanding: |
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Basic |
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29,264 |
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28,810 |
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28,979 |
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29,722 |
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Diluted |
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35,975 |
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29,806 |
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37,476 |
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30,692 |
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