AnaptysBio (ANAB) Hisse Özeti

ANAB temel anali̇z
Kar Tanesi Skoru
Değerleme	4/6
Gelecekteki Büyüme	6/6
Geçmiş Performans	0/6
Finansal Sağlık	5/6
Temettüler	2/6

Ödüller

Adil değer tahminimizden 83.9% daha düşük bir oranda işlem görüyor

Kazançların yılda 47.03% oranında artması öngörülüyor

Risk Analizi

Son 3 ayda US piyasasına kıyasla dalgalı hisse senedi fiyatı

Son 3 ayda önemli miktarda içeriden satış gerçekleşti

ANAB Community Fair Values

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AnaptysBio, Inc. Rakipler

Fiyat Geçmişi ve Performans

Hisse fiyatlarındaki yükseliş, düşüş ve değişimlerin özeti AnaptysBio
Tarihsel hisse senedi fiyatları
Güncel Hisse Fiyatı	US$57.02
52 Haftanın En Yüksek Seviyesi	US$73.30
52 Haftanın En Düşük Seviyesi	US$17.11
Beta	0.48
1 Aylık Değişim	-13.75%
3 Aylık Değişim	3.58%
1 Yıllık Değişim	152.75%
3 Yıllık Değişim	208.55%
5 Yıllık Değişim	139.28%
Halka arzdan bu yana değişim	235.41%

Son Haberler & Güncellemeler

Recent updates

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 Alpha

Analiz Makalesi • 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...

Analiz Makalesi • 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...

Analiz Makalesi • 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...

Analiz Makalesi • 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...

Analiz Makalesi • 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 Alpha

Analiz Makalesi • 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 Alpha

Seeking 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 Alpha

Analiz Makalesi • 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 Alpha

Seeking 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 Alpha

Seeking 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 Alpha

Analiz Makalesi • 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...

Analiz Makalesi • 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...

Analiz Makalesi • 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...

Analiz Makalesi • Oct 10

Here's Why We're Not Too Worried About AnaptysBio's (NASDAQ:ANAB) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...

Hissedar Getirileri

	ANAB	US Biotechs	US Pazar
7D	-5.6%	1.0%	1.3%
1Y	152.7%	34.2%	27.7%

Getiri vs. Endüstri: ANAB geçen yıl % 34.2 oranında getiri sağlayan US Biotechs sektörünü aştı.

Getiri vs Piyasa: ANAB geçen yıl % 27.7 oranında getiri sağlayan US Piyasasını aştı.

Fiyat Oynaklığı

Is ANAB's price volatile compared to industry and market?
ANAB volatility
ANAB Average Weekly Movement	12.8%
Biotechs Industry Average Movement	10.9%
Market Average Movement	7.2%
10% most volatile stocks in US Market	16.6%
10% least volatile stocks in US Market	3.0%

İstikrarlı Hisse Senedi Fiyatı: ANAB hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.

Zaman İçindeki Volatilite: ANAB 'nin haftalık oynaklığı ( 13% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.

Şirket Hakkında

Kuruldu	Çalışanlar	CEO	Web sitesi
2005	104	Dan Faga	www.anaptysbio.com

Klinik aşamada bir biyoteknoloji şirketi olan AnaptysBio, Inc. Amerika Birleşik Devletleri'nde otoimmün ve enflamatuar hastalıklar için immünoloji terapötikleri sunmaya odaklanmaktadır. Şirketin ürünleri arasında orta-şiddetli romatoid artrit tedavisi için Faz 2b denemesini tamamlayan seçici bir patojenik T hücresi tüketen Rosnilimab; çölyak hastalığı ve eozinofilik özofajit için Faz 1b denemesinde olan bir CD122 antagonisti olan ANB033 bulunmaktadır; Faz 1a denemesinde olan, özellikle plazmasitoid dendritik hücreleri hedef alan ve interferon salgılanmasını inhibe eden ve antijen sunumunu modüle eden bir BDCA2 modülatör antikoru olan ANB101; çeşitli solid tümör endikasyonları için bir PD-1 antagonisti olan dostarlimab; ve jeneralize püstüler psoriasis tedavisi için Faz 3 geliştirme aşamasında olan interlökin-36 reseptörünü inhibe eden bir antikor olan Imsidolimab. İşbirlikleri kapsamında preklinik ve klinik kilometre taşlarına ilerleyen çeşitli antikor programları geliştirmeye odaklanmaktadır.

AnaptysBio, Inc. Temel Bilgiler Özeti

AnaptysBio'un kazançları ve gelirleri piyasa değeriyle nasıl karşılaştırılır?
ANAB temel i̇stati̇sti̇kler
Piyasa değeri	US$1.68b
Kazançlar(TTM)	-US$26.79m
Gelir(TTM)	US$232.39m

7.1x

P/S Oranı

-61.9x

F/K Oranı

ANAB aşırı değerli mi?

Gerçeğe Uygun Değer ve değerleme analizine bakınız

Kazanç ve Gelir

En son kazanç raporundan temel karlılık istatistikleri (TTM)
ANAB gelir tablosu (TTM)
Gelir	US$232.39m
Gelir Maliyeti	US$128.78m
Brüt Kâr	US$103.61m
Diğer Giderler	US$130.39m
Kazançlar	-US$26.79m

Son Raporlanan Kazançlar

Mar 31, 2026

Sonraki Kazanç Tarihi

n/a

Hisse başına kazanç (EPS)	-0.92
Brüt Marj	44.58%
Net Kâr Marjı	-11.53%
Borç/Özkaynak Oranı	2,069.1%

ANAB uzun vadede nasıl bir performans gösterdi?

Geçmiş performansı ve karşılaştırmayı görün

Temettüler

39.5%

Mevcut Temettü Verimi

n/a

Ödeme Oranı

Şirket Analizi ve Finansal Veri Durumu

Veri	Son Güncelleme (UTC saati)
Şirket Analizi	2026/05/28 22:15
Gün Sonu Hisse Fiyatı	2026/05/28 00:00
Kazançlar	2026/03/31
Yıllık Kazançlar	2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

Paket	Veri	Zaman Çerçevesi	Örnek ABD Kaynağı ^*
Şirket Finansalları	10 yıl	Gelir tablosu Nakit akış tablosu Bilanço	SEC Form 10-K SEC Form 10-Q
Analist Konsensüs Tahminleri	+3 yıl	Finansal tahminler Analist fiyat hedefleri	Analist Araştırma Raporları Blue Matrix
Piyasa Fiyatları	30 yıl	Hisse senedi fiyatları Temettüler, Bölünmeler ve Eylemler	ICE Piyasa Verileri SEC Form S-1
Sahiplik	10 yıl	En büyük hissedarlar İçeriden öğrenenlerin ticareti	SEC Form 4 SEC Form 13D
Yönetim	10 yıl	Liderlik ekibi Yönetim Kurulu	SEC Form 10-K SEC Form DEF 14A
Önemli Gelişmeler	10 yıl	Şirket duyuruları	SEC Form 8-K

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

AnaptysBio, Inc. 19 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

Analist	Kurum
Neena Bitritto-Garg	Baird
Etzer Darout	Barclays
Michael King	Citizens JMP Securities, LLC

AnaptysBio (ANAB) Hisse Özeti

Ödüller

Risk Analizi

AnaptysBio, Inc. Rakipler

Monte Rosa Therapeutics

Iovance Biotherapeutics

Stoke Therapeutics

IDEAYA Biosciences

Fiyat Geçmişi ve Performans

Son Haberler & Güncellemeler

First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

AnaptysBio, Inc. Appoints Christopher Murphy as Chief Financial Officer

AnaptysBio Focuses on Royalty Management After Spinoff CEO to Outline Vision at May Event

Consensus revenue estimates fall by 52%

AnaptysBio, Inc. Delaware Chancery Court Rules In Favor Of Anaptys By Dismissing Tesaro’s Anticipatory Breach Claim

AnaptysBio, Inc. completed the Spin-Off of First Tracks Biotherapeutics, Inc.

Recent updates

First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

AnaptysBio, Inc. Appoints Christopher Murphy as Chief Financial Officer

AnaptysBio Focuses on Royalty Management After Spinoff CEO to Outline Vision at May Event

Consensus revenue estimates fall by 52%

AnaptysBio, Inc. Delaware Chancery Court Rules In Favor Of Anaptys By Dismissing Tesaro’s Anticipatory Breach Claim

AnaptysBio, Inc. completed the Spin-Off of First Tracks Biotherapeutics, Inc.

AnaptysBio: 'Hold' As Spin-Off Shifts Pipeline To First Tracks Biotherapeutics

New minor risk - Share price stability

Consensus EPS estimates fall by 15%

Independent Director recently sold US$1.2m worth of stock

Anaptysbio, Inc. Appoints Susannah Gray to the Board of Directors

Price target increased by 7.9% to US$78.25

Consensus EPS estimates upgraded to US$3.35 loss

Price target increased by 8.5% to US$73.67

Full year 2025 earnings: EPS and revenues exceed analyst expectations

Chief Legal Officer notifies of intention to sell stock

President notifies of intention to sell stock

Chief Legal Officer notifies of intention to sell stock

Independent Director recently sold US$193k worth of stock

AnaptysBio, Inc. Files a Verified Complaint in Delaware Chancery Court, Requesting a Court Declaration That TESARO, Inc

Anaptys Announces Phase 2 Trial of Rosnilimab Did Not Meet Primary or Secondary Endpoints At Week 12 in Moderate-To-Severe Ulcerative Colitis

AnaptysBio, Inc. Announces New Positive Phase 2b Trial Results for Rosnilimab in Rheumatoid Arthritis at ACR Late-Breaking Oral Presentation

Anaptys Announces Late-Breaking Oral Presentation of Complete Phase 2b Data for Rosnilimab in Rheumatoid Arthritis at Upcoming ACR Convergence 2025

AnaptysBio, Inc. Announces Intent to Separate Biopharma Operations from Substantial Royalty Assets by Year-End 2026

Lead Independent Director exercised options and sold US$130k worth of stock

Price target decreased by 7.3% to US$45.40

New major risk - Negative shareholders equity

Second quarter 2025 earnings: EPS and revenues exceed analyst expectations

Price target increased by 11% to US$45.55

AnaptysBio, Inc.'s (NASDAQ:ANAB) Share Price Not Quite Adding Up

Lead Independent Director exercised options and sold US$348k worth of stock

Shareholders May Be More Conservative With AnaptysBio, Inc.'s (NASDAQ:ANAB) CEO Compensation For Now

Anaptys Announces Positive Rosilimab Data Updated Through Six Months in Robust Phase 2b Trial in RA

Price target increased by 9.2% to US$41.09

Consensus revenue estimates increase by 24%, EPS downgraded

Earnings Update: AnaptysBio, Inc. (NASDAQ:ANAB) Just Reported And Analysts Are Boosting Their Estimates

Is AnaptysBio (NASDAQ:ANAB) Using Debt Sensibly?

First quarter 2025 earnings: EPS and revenues exceed analyst expectations

AnaptysBio, Inc., Annual General Meeting, Jun 17, 2025

AnaptysBio, Inc.'s (NASDAQ:ANAB) Price Is Right But Growth Is Lacking After Shares Rocket 30%

Consensus revenue estimates increase by 16%

AnaptysBio, Inc. (NasdaqGS:ANAB) announces an Equity Buyback for $75 million worth of its shares.

Consensus revenue estimates increase by 14%

AnaptysBio: A Shadow Of Its Former Self

New minor risk - Shareholder dilution

Price target increased by 7.9% to US$37.09

Full year 2024 earnings: EPS and revenues exceed analyst expectations

New major risk - Share price stability

AnaptysBio, Inc. (NASDAQ:ANAB) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected

Anaptys Announces Rosnilimab Achieves Positive Results in Ra Phase 2B Trial and Highest Ever Reported Cdai Lda Response over 6 Months

Independent Director exercised options to buy US$636k worth of stock.

President exercised options and sold US$288k worth of stock

AnaptysBio: Doubts About Cash And Upcoming Rheumatoid Arthritis Readout

Price target decreased by 14% to US$47.90

Anaptys Announces Phase 2B Trial of ANB032, A Btla Agonist, Did Not Meet Primary or Secondary Endpoints in Atopic Dermatitis

Lead Independent Director exercised options and sold US$181k worth of stock

AnaptysBio: An Immunology Pipeline-In-A-Pill Company Worth Watching

AnaptysBio, Inc. has filed a Follow-on Equity Offering in the amount of $100 million.

Consensus revenue estimates increase by 70%

AnaptysBio, Inc. (NASDAQ:ANAB) May Have Run Too Fast Too Soon With Recent 33% Price Plummet

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

AnaptysBio: Too Risky, Especially After GSK Drops Its Related Programs

Chief Legal Officer notifies of intention to sell stock