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AN2 Therapeutics, Inc.: Hold Rating Amid Strategic Shift and Financial Resilience

In a report released on May 13, Joseph Schwartz from Leerink Partners maintained a Hold rating on AN2 Therapeutics, Inc. (ANTXResearch Report), with a price target of $1.00.

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Joseph Schwartz’s rating is based on a combination of factors related to AN2 Therapeutics, Inc.’s recent developments and financial standing. The company recently faced a setback with the failure of its EBO-301 study in refractory MAC lung disease, which did not meet its primary endpoint. As a result, AN2 is shifting its focus to earlier-stage projects in infectious diseases and oncology, which are still in the preliminary phases of development.
Despite these challenges, AN2 has initiated a Phase 1 study for a potential Chagas disease treatment and plans further studies for other conditions. Additionally, the company aims to advance its oncology portfolio with new compounds. Financially, AN2 reported a net loss for the quarter but maintains a cash reserve expected to support operations until 2028. Given these factors, Schwartz maintains a Hold rating, reflecting a cautious outlook while recognizing the company’s strategic pivot and financial runway.

According to TipRanks, Schwartz is a 5-star analyst with an average return of 9.9% and a 40.20% success rate. Schwartz covers the Healthcare sector, focusing on stocks such as Wave Life Sciences, Avidity Biosciences, and Sarepta Therapeutics.

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