AnaptysBio, Inc. (ANAB) Exceeds Expectations for Q3 Earnings and Revenue
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 05 2025
0mins
Should l Buy ANAB?
Source: NASDAQ.COM
Earnings Performance: AnaptysBio, Inc. reported quarterly earnings of $0.52 per share, significantly beating the Zacks Consensus Estimate of a loss of $1.06 per share, marking a 149.06% earnings surprise.
Revenue Growth: The company generated revenues of $76.32 million for the quarter, surpassing expectations by 145.36% and showing substantial growth from $30.02 million a year ago.
Stock Performance: AnaptysBio shares have increased by approximately 172.2% since the start of the year, outperforming the S&P 500's 16.5% gain, but future performance will depend on management's commentary and earnings outlook.
Industry Outlook: The Medical - Biomedical and Genetics industry ranks in the top 39% of Zacks industries, indicating a favorable environment, while Ovid Therapeutics is expected to report a quarterly loss with a revenue increase of 100% year-over-year.
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Analyst Views on ANAB
Wall Street analysts forecast ANAB stock price to rise
10 Analyst Rating
9 Buy
1 Hold
0 Sell
Strong Buy
Current: 66.960
Low
50.00
Averages
74.13
High
140.00
Current: 66.960
Low
50.00
Averages
74.13
High
140.00
About ANAB
AnaptysBio, Inc. is a royalty management company. The Company manages the financial collaborations for Jemperli with GlaxoSmithKline (GSK) and imsidolimab with Vanda Pharmaceuticals Inc. (Vanda). The Company's financial collaboration with GSK is focused upon the development and commercialization of Anaptys-discovered Jemperli (dostarlimab), a PD-1 antagonist, approved for endometrial cancer and dMMR pan tumors, and is being studied in rectal cancer, colon cancer and head and neck squamous cell carcinoma. The Company's financial collaboration with Vanda is focused upon the development and commercialization of Anaptys-discovered imsidolimab, an IL-36R antagonist, which is being developed for generalized pustular psoriasis (GPP).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Vanda Pharmaceuticals Publishes Imsidolimab Research Findings
- Research Publication: Vanda Pharmaceuticals has published findings on the efficacy and safety of Imsidolimab for generalized pustular psoriasis in the New England Journal of Medicine, marking a significant advancement in clinical application that may enhance the company's reputation in the biopharmaceutical sector.
- BLA Submission: The company has submitted a Biologics License Application (BLA) for Imsidolimab to the FDA, with a target action date of December 12, 2026; approval could provide a new revenue stream and strengthen market competitiveness.
- Patent Protection Extension: Regulatory and patent exclusivity for Imsidolimab is expected to extend into the late 2030s, offering Vanda a long-term market advantage and ensuring its leadership in the treatment of rare diseases.
- Global Exclusive License: Vanda holds an exclusive global license for the development and commercialization of Imsidolimab, which not only diversifies its product portfolio but also lays the groundwork for future market expansion.
See More
Vanda Pharmaceuticals Announces Imsidolimab Research Findings
- Research Publication: Vanda Pharmaceuticals published findings on the efficacy and safety of Imsidolimab for generalized pustular psoriasis in the New England Journal of Medicine, marking a significant advancement in clinical trials that is expected to enhance market recognition.
- BLA Submission: Vanda has submitted a Biologics License Application for Imsidolimab to the FDA, with a target action date of December 12, 2026, which could expedite the drug's market entry and address urgent patient needs.
- Patent Protection Extension: Regulatory and patent exclusivity for Imsidolimab is anticipated to extend into the late 2030s, providing Vanda with a long-term competitive advantage and ensuring its leadership in the treatment of rare diseases.
- Global Exclusive License: Vanda holds an exclusive global license for the development and commercialization of Imsidolimab, which not only enhances the diversity of its product portfolio but also lays a foundation for future revenue growth.
See More
Tesaro and AnaptysBio Litigation Update
- Court Ruling: The Delaware Chancery Court dismissed AnaptysBio's anticipatory breach of contract claim against Tesaro, a GSK subsidiary, indicating the complexity of the legal proceedings without addressing the core contractual dispute between the parties.
- Litigation Background: Tesaro initiated litigation following AnaptysBio's allegations of unmet obligations under a 2014 licensing agreement, with AnaptysBio planning to revoke Tesaro's license for dostarlimab, highlighting the tension in their collaborative relationship.
- Future Trial Schedule: AnaptysBio noted that the trial to adjudicate its contract claims and seek reversion rights for dostarlimab is set for July 14-17, 2026, which could significantly impact both parties' business strategies and market positioning.
- Product Approval Status: Dostarlimab, marketed as Jemperli, is currently approved in over 35 countries for certain endometrial cancers, and the outcome of the litigation may influence its market potential and future commercialization efforts.
See More
Delaware Court Dismisses AnaptysBio's Claim Against TESARO
- Court Ruling: The Delaware Court of Chancery dismissed AnaptysBio's anticipatory breach of contract claim against TESARO, although the ruling does not address the merits of the main contractual dispute, indicating a cautious judicial stance on the allegations.
- Litigation Background: TESARO initiated this litigation following AnaptysBio's claims of non-fulfillment of the license agreement signed in March 2014, with AnaptysBio intending to revoke TESARO's license for dostarlimab, highlighting significant contractual disagreements between the parties.
- Product Approval Status: Dostarlimab, marketed as Jemperli, is currently approved in over 35 countries for certain endometrial cancers, which is the most common gynecologic cancer in the U.S., showcasing the drug's market potential.
- Company Position: GSK and TESARO firmly believe that these allegations are entirely without merit and remain focused on pursuing a declaratory judgment against AnaptysBio in court, demonstrating the companies' strong commitment to defending their legal rights.
See More
GSK and Tesaro Assert That Allegations Lack Merit and Are Committed to Defending Their Case in Court
- Firm Stance on Allegations: The firm maintains that all allegations against them are entirely without merit.
- Focus on Legal Proceedings: They remain focused on pursuing their claim in court.
See More
AnaptysBio Completes Spinoff of First Tracks Biotherapeutics
- Successful Spinoff: AnaptysBio has completed the spinoff of its biopharma business, First Tracks Biotherapeutics, which debuted on Nasdaq under the ticker 'TRAX', marking a pivotal strategic shift that is expected to enhance market visibility and investor confidence.
- Focus on Royalty Management: Post-spinoff, AnaptysBio will concentrate on managing royalties from its cancer therapy Jemperli and skin disorder therapy imsidolimab, with CEO Daniel Faga noting streamlined operations requiring fewer full-time employees and minimal operating expenses, leading to an anticipated EBIT margin exceeding 95%, significantly boosting profitability.
- Shareholder Return Mechanism: Under the spinoff plan, AnaptysBio shareholders received one share of First Tracks Bio common stock for each share held as of April 6, enhancing shareholder value and potentially attracting more investor interest in the company.
- Positive Market Reaction: Following the spinoff announcement, AnaptysBio's stock price rose on Monday, reflecting market approval of the company's new strategy while also laying a solid foundation for First Tracks Biotherapeutics' market performance, which may facilitate future capital operations.
See More
Vanda Pharmaceuticals Publishes Imsidolimab Research Findings
- Research Publication: Vanda Pharmaceuticals has published findings on the efficacy and safety of Imsidolimab for generalized pustular psoriasis in the New England Journal of Medicine, marking a significant advancement in clinical application that may enhance the company's reputation in the biopharmaceutical sector.
- BLA Submission: The company has submitted a Biologics License Application (BLA) for Imsidolimab to the FDA, with a target action date of December 12, 2026; approval could provide a new revenue stream and strengthen market competitiveness.
- Patent Protection Extension: Regulatory and patent exclusivity for Imsidolimab is expected to extend into the late 2030s, offering Vanda a long-term market advantage and ensuring its leadership in the treatment of rare diseases.
- Global Exclusive License: Vanda holds an exclusive global license for the development and commercialization of Imsidolimab, which not only diversifies its product portfolio but also lays the groundwork for future market expansion.
See More
Vanda Pharmaceuticals Announces Imsidolimab Research Findings
- Research Publication: Vanda Pharmaceuticals published findings on the efficacy and safety of Imsidolimab for generalized pustular psoriasis in the New England Journal of Medicine, marking a significant advancement in clinical trials that is expected to enhance market recognition.
- BLA Submission: Vanda has submitted a Biologics License Application for Imsidolimab to the FDA, with a target action date of December 12, 2026, which could expedite the drug's market entry and address urgent patient needs.
- Patent Protection Extension: Regulatory and patent exclusivity for Imsidolimab is anticipated to extend into the late 2030s, providing Vanda with a long-term competitive advantage and ensuring its leadership in the treatment of rare diseases.
- Global Exclusive License: Vanda holds an exclusive global license for the development and commercialization of Imsidolimab, which not only enhances the diversity of its product portfolio but also lays a foundation for future revenue growth.
See More
Tesaro and AnaptysBio Litigation Update
- Court Ruling: The Delaware Chancery Court dismissed AnaptysBio's anticipatory breach of contract claim against Tesaro, a GSK subsidiary, indicating the complexity of the legal proceedings without addressing the core contractual dispute between the parties.
- Litigation Background: Tesaro initiated litigation following AnaptysBio's allegations of unmet obligations under a 2014 licensing agreement, with AnaptysBio planning to revoke Tesaro's license for dostarlimab, highlighting the tension in their collaborative relationship.
- Future Trial Schedule: AnaptysBio noted that the trial to adjudicate its contract claims and seek reversion rights for dostarlimab is set for July 14-17, 2026, which could significantly impact both parties' business strategies and market positioning.
- Product Approval Status: Dostarlimab, marketed as Jemperli, is currently approved in over 35 countries for certain endometrial cancers, and the outcome of the litigation may influence its market potential and future commercialization efforts.
See More
Delaware Court Dismisses AnaptysBio's Claim Against TESARO
- Court Ruling: The Delaware Court of Chancery dismissed AnaptysBio's anticipatory breach of contract claim against TESARO, although the ruling does not address the merits of the main contractual dispute, indicating a cautious judicial stance on the allegations.
- Litigation Background: TESARO initiated this litigation following AnaptysBio's claims of non-fulfillment of the license agreement signed in March 2014, with AnaptysBio intending to revoke TESARO's license for dostarlimab, highlighting significant contractual disagreements between the parties.
- Product Approval Status: Dostarlimab, marketed as Jemperli, is currently approved in over 35 countries for certain endometrial cancers, which is the most common gynecologic cancer in the U.S., showcasing the drug's market potential.
- Company Position: GSK and TESARO firmly believe that these allegations are entirely without merit and remain focused on pursuing a declaratory judgment against AnaptysBio in court, demonstrating the companies' strong commitment to defending their legal rights.
See More
GSK and Tesaro Assert That Allegations Lack Merit and Are Committed to Defending Their Case in Court
- Firm Stance on Allegations: The firm maintains that all allegations against them are entirely without merit.
- Focus on Legal Proceedings: They remain focused on pursuing their claim in court.
See More
AnaptysBio Completes Spinoff of First Tracks Biotherapeutics
- Successful Spinoff: AnaptysBio has completed the spinoff of its biopharma business, First Tracks Biotherapeutics, which debuted on Nasdaq under the ticker 'TRAX', marking a pivotal strategic shift that is expected to enhance market visibility and investor confidence.
- Focus on Royalty Management: Post-spinoff, AnaptysBio will concentrate on managing royalties from its cancer therapy Jemperli and skin disorder therapy imsidolimab, with CEO Daniel Faga noting streamlined operations requiring fewer full-time employees and minimal operating expenses, leading to an anticipated EBIT margin exceeding 95%, significantly boosting profitability.
- Shareholder Return Mechanism: Under the spinoff plan, AnaptysBio shareholders received one share of First Tracks Bio common stock for each share held as of April 6, enhancing shareholder value and potentially attracting more investor interest in the company.
- Positive Market Reaction: Following the spinoff announcement, AnaptysBio's stock price rose on Monday, reflecting market approval of the company's new strategy while also laying a solid foundation for First Tracks Biotherapeutics' market performance, which may facilitate future capital operations.
See More
