AnaptysBio reports Q1 EPS ($1.28), consensus ($1.46)

Reports Q1 revenue $27.77M, consensus $15.27M. The revenue increase is due to a $11M increase in royalties recognized for sales of Jemperli and $9.6M in revenue recognized for the Vanda license agreement. “Our lead program, rosnilimab, delivered impressive three-month Phase 2b efficacy, safety and tolerability data in rheumatoid arthritis, with data through six months surpassing those of competitor all-active, head-to-head trials. We will report updated clinical and translational RA data in the first week of June, as well as initial Phase 2 ulcerative colitis data in Q4 2025, further defining rosnilimab’s game-changing potential,” said Daniel Faga, president and chief executive officer of Anaptys. “With ANB033 and ANB101 progressing through Phase 1 trials, our autoimmune portfolio promises multiple catalysts over the next couple of years. We remain well-capitalized as we execute on our broad development plan for all three programs, while concurrently executing our $75 million stock repurchase program which are both further supported by substantial royalties and milestone payments anticipated from our GSK financial collaboration.”