Company ValuationShares trading with an EV of ~$50MM are seen as undervalued, as NPV analysis of rosnilimab in RA alone suggests $35/share.
Financial PerformanceANAB reported $43.1M in revenue, well above estimates, driven by commercial milestones from GSK’s Jemperli sales.
Long-term Revenue PotentialANAB stands to benefit from long-term royalty revenue into the 2030s due to Jemperli’s exclusivity extending through 2038.