AnaptysBio Management
Management criteria checks 4/4
AnaptysBio's CEO is Dan Faga, appointed in Mar 2022, has a tenure of 4.33 years. total yearly compensation is $6.13M, comprised of 11.5% salary and 88.5% bonuses, including company stock and options. directly owns 1.68% of the company’s shares, worth $32.45M. The average tenure of the management team and the board of directors is 2.5 years and 4.1 years respectively.
Key information
Dan Faga
Chief executive officer
US$6.1m
Total compensation
| CEO salary percentage | 11.51% |
| CEO tenure | 4.3yrs |
| CEO ownership | 1.7% |
| Management average tenure | 2.5yrs |
| Board average tenure | 4.1yrs |
Recent management updates
Recent updates
New Narrative • Jun 30
ANAB has a scaling and rising royalty stream, one up and coming new royalty, a loan that dies in 2027 which will result in a doubling
TLDR : ANAB has a scaling and rising royalty stream, one up and coming new royalty, a loan that dies in 2027 which will result in a doubling of revenue, and a lawsuit that could soon double the value of the stock. Sign up for my Substack for more special situations.Analysis Article • Jun 17
AnaptysBio (ANAB) Stock Could Be 84% Below Fair Value After Choppy Trading
AnaptysBio (ANAB) has drawn renewed attention after recent trading left the stock at a last close of $57.61. The company’s clinical-stage immunology portfolio and collaborations are in focus for investors. See our latest analysis for AnaptysBio. Recent trading has been choppy for AnaptysBio, with the share price slipping 3.19% over the last day and also down over the past month and quarter, yet supported by a 28.16% year to date share price return and a very large 1 year total shareholder...Seeking Alpha • Apr 21
AnaptysBio: 'Hold' As Spin-Off Shifts Pipeline To First Tracks Biotherapeutics
Summary AnaptysBio has spun off its biopharma pipeline into First Tracks Biotherapeutics, shifting to a royalty-focused, virtual business model. I maintain a "Hold" rating on both ANAB and TRAX, given the need for further clinical data and clarity on pipeline advancement and partnerships. ANAB retains royalty streams from JEMPERLI [GlaxoSmithKline] and imsidolimab (Vanda Pharmaceuticals), with JEMPERLI sales growing and a PDUFA date for imsidolimab set for Dec 2026. TRAX's value hinges on upcoming ANB033 data in celiac disease [Q4 2026] and EoE [mid-2027], and potential strategic financing for rosnilimab in RA Q2 2026. Read the full article on Seeking AlphaAnalysis Article • Jul 16
AnaptysBio, Inc.'s (NASDAQ:ANAB) Share Price Not Quite Adding Up
With a median price-to-sales (or "P/S") ratio of close to 8.6x in the Biotechs industry in the United States, you could...Analysis Article • Jun 11
Shareholders May Be More Conservative With AnaptysBio, Inc.'s (NASDAQ:ANAB) CEO Compensation For Now
Key Insights AnaptysBio to hold its Annual General Meeting on 17th of June Salary of US$685.4k is part of CEO Dan...Analysis Article • May 08
Earnings Update: AnaptysBio, Inc. (NASDAQ:ANAB) Just Reported And Analysts Are Boosting Their Estimates
It's been a mediocre week for AnaptysBio, Inc. ( NASDAQ:ANAB ) shareholders, with the stock dropping 11% to US$19.68 in...Analysis Article • May 07
Is AnaptysBio (NASDAQ:ANAB) Using Debt Sensibly?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analysis Article • Apr 03
AnaptysBio, Inc.'s (NASDAQ:ANAB) Price Is Right But Growth Is Lacking After Shares Rocket 30%
Despite an already strong run, AnaptysBio, Inc. ( NASDAQ:ANAB ) shares have been powering on, with a gain of 30% in the...Seeking Alpha • Mar 06
AnaptysBio: A Shadow Of Its Former Self
Summary ANAB remains risky despite new clinical data and partnerships; past successes haven't been replicated, and management's transparency issues raise concerns. The recent deal for Imsidolimab reflects low confidence in the drug's market potential, despite positive phase 3 results. Rosnilimab showed promising trial results but failed to differentiate significantly from existing treatments, raising doubts about its competitive edge. Financials show a cash runway of 6-7 quarters, but high expenses and limited revenue sources maintain the risk profile. Read the full article on Seeking AlphaAnalysis Article • Feb 14
AnaptysBio, Inc. (NASDAQ:ANAB) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected
AnaptysBio, Inc. ( NASDAQ:ANAB ) shareholders would be excited to see that the share price has had a great month...Seeking Alpha • Dec 18
AnaptysBio: Doubts About Cash And Upcoming Rheumatoid Arthritis Readout
Summary The failure of ANB032 in Phase 2B for atopic dermatitis has shifted focus to rosnilimab, which faces significant competition and uncertain prospects. Rosnilimab's upcoming Phase 2B results for rheumatoid arthritis in February 2025 are crucial, but Eli Lilly's discontinuation of a similar drug raises concerns. If rosnilimab fails to deliver, the company's mid-stage pipeline may not hold much promise any more. Anaptys estimates that it will have about $415 million in the bank at the end of the year. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
AnaptysBio: An Immunology Pipeline-In-A-Pill Company Worth Watching
Summary AnaptysBio has been able to use its technology to develop 2 compelling lead drug candidates. Their pipeline has 2 key readouts in December 2024 and February 2025 worth monitoring. The near-term catalysts include a Phase 2b trial for the drug candidates rosnilimab and ANB032, which are crucial for re-evaluating AnaptysBio’s stock value. Despite this promising pipeline and experienced leadership team, the competitive landscape within immunology and potential clinical trial failures present substantial risks to AnaptysBio’s progress. Read the full article on Seeking AlphaAnalysis Article • Nov 07
AnaptysBio, Inc. (NASDAQ:ANAB) May Have Run Too Fast Too Soon With Recent 33% Price Plummet
The AnaptysBio, Inc. ( NASDAQ:ANAB ) share price has fared very poorly over the last month, falling by a substantial...Seeking Alpha • Nov 01
AnaptysBio: Too Risky, Especially After GSK Drops Its Related Programs
Summary ANAB has a past history of successes. There are two molecules in phase 2, but with no patient data. The GSK news has hurt the stock. Read the full article on Seeking AlphaSeeking Alpha • Aug 15
AnaptysBio: Top-Line AD Data End Of 2024 Could Be Turning Point
Summary AnaptysBio, Inc. 14-week results from the phase 2b study, using ANB032 for the treatment of patients with moderate-to-severe Atopic Dermatitis, expected in December 2024. The global Atopic dermatitis market is expected to reach $19.49 billion by 2034. Top-line 12-week data from the phase 2b study, using rosnilimab for the treatment of patients with moderate-to-severe rheumatoid arthritis, expected in Q1 of 2025. The company raised $100 million in gross proceeds through a registered direct stock offering, substantially increasing its cash runway. Read the full article on Seeking AlphaSeeking Alpha • Jul 08
AnaptysBio: Interesting Prospects, But Wait For The Dip (Rating Downgrade)
Summary AnaptysBio, Inc. receives a "Hold" rating for its U.S.-listed shares. It shows a 16.42% increase in stock market value since the last "Buy" rating. AnaptysBio's immunotherapy portfolio includes promising projects such as Rosnilimab, ANB032, ANB033, Imsidolimab, and Etokimab, with positive progress and the potential to develop into a profitable source of income. Financial partnership with GSK plc also bodes favorably with AnaptysBio's hopes for additional growth, despite a net loss in the first quarter of 2024. As in the past, the apparent continuation of Fed tightening for a longer period than market participants expect will create downward pressure. This analysis concludes that there are good reasons to believe that another sharp price drop is on the horizon. Read the full article on Seeking AlphaAnalysis Article • May 22
News Flash: Analysts Just Made A Captivating Upgrade To Their AnaptysBio, Inc. (NASDAQ:ANAB) Forecasts
AnaptysBio, Inc. ( NASDAQ:ANAB ) shareholders will have a reason to smile today, with the analysts making substantial...Analysis Article • May 12
Earnings Update: AnaptysBio, Inc. (NASDAQ:ANAB) Just Reported And Analysts Are Boosting Their Estimates
There's been a notable change in appetite for AnaptysBio, Inc. ( NASDAQ:ANAB ) shares in the week since its...Analysis Article • Feb 22
Does AnaptysBio (NASDAQ:ANAB) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$27m |
| Dec 31 2025 | US$6m | US$706k | -US$13m |
| Sep 30 2025 | n/a | n/a | -US$85m |
| Jun 30 2025 | n/a | n/a | -US$133m |
| Mar 31 2025 | n/a | n/a | -US$141m |
| Dec 31 2024 | US$14m | US$685k | -US$145m |
| Sep 30 2024 | n/a | n/a | -US$166m |
| Jun 30 2024 | n/a | n/a | -US$170m |
| Mar 31 2024 | n/a | n/a | -US$163m |
| Dec 31 2023 | US$7m | US$641k | -US$164m |
| Sep 30 2023 | n/a | n/a | -US$148m |
| Jun 30 2023 | n/a | n/a | -US$144m |
| Mar 31 2023 | n/a | n/a | -US$137m |
| Dec 31 2022 | US$25m | US$474k | -US$129m |
| Sep 30 2022 | n/a | n/a | -US$135m |
| Jun 30 2022 | n/a | n/a | -US$108m |
| Mar 31 2022 | n/a | n/a | -US$76m |
| Dec 31 2021 | US$310k | n/a | -US$58m |
Compensation vs Market: Dan's total compensation ($USD6.13M) is about average for companies of similar size in the US market ($USD5.13M).
Compensation vs Earnings: Dan's compensation has been consistent with company performance over the past year.
CEO
Dan Faga (46 yo)
4.3yrs
Tenure
US$6,133,943
Compensation
Mr. Daniel R. Faga, also known as Dan, is President, chief executive officer and Director of AnaptysBio, Inc. from August 2023. He was Interim President & CEO and Director of AnaptysBio, Inc. from March 21...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 4.3yrs | US$6.13m | 1.68% $ 32.5m | |
| Chief Financial Officer | less than a year | no data | no data | |
| Senior Vice President of Human Resources | 6.8yrs | no data | no data | |
| Senior Vice President of Research | 4.5yrs | no data | no data | |
| Chief Business Officer | 2.5yrs | no data | no data | |
| Senior Vice President of Corporate Affairs | 2.5yrs | no data | no data | |
| Senior Vice President of Clinical Operations | 2.5yrs | no data | no data | |
| Senior Vice President of Translational Medicine | no data | no data | no data | |
| Vice President of GI Clinical Development | no data | no data | no data |
2.5yrs
Average Tenure
42yo
Average Age
Experienced Management: ANAB's management team is considered experienced (2.5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 4.7yrs | US$6.13m | 1.68% $ 32.5m | |
| Independent Chairman of the Board | 2.8yrs | US$370.23k | 0.056% $ 1.1m | |
| Lead Independent Director | 11.1yrs | US$320.23k | 0.037% $ 718.3k | |
| Independent Director | 11.1yrs | US$336.98k | 0.13% $ 2.5m | |
| Independent Director | less than a year | no data | no data | |
| Independent Director | less than a year | no data | no data | |
| Independent Director | 5.3yrs | no data | no data | |
| Member of Scientific Advisory Board | 3.5yrs | no data | no data | |
| Member of Scientific Advisory Board | no data | no data | no data | |
| Member of Scientific Advisory Board | no data | no data | no data | |
| Member of Scientific Advisory Board | no data | no data | no data |
4.1yrs
Average Tenure
61yo
Average Age
Experienced Board: ANAB's board of directors are considered experienced (4.1 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/08 21:27 |
| End of Day Share Price | 2026/07/08 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
AnaptysBio, Inc. is covered by 19 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Neena Bitritto-Garg | Baird |
| Etzer Darout | Barclays |
| Michael King | Citizens JMP Securities, LLC |