AnaptysBio, Inc. (ANAB) Presents at Barclays 28th Annual Global Healthcare Conference Transcript

SA Transcripts158.9K FollowersFollow5ShareSaveCommentsQ4: 2026-03-03 Earnings SummaryPlay CallPlay Call10-KEPS of $1.58 beats by $0.65 | Revenue of $108.25M (151.08% Y/Y) beats by $21.16M AnaptysBio, Inc. (ANAB) Barclays 28th Annual Global Healthcare Conference March 10, 2026 8:30 AM EDT Company Participants Daniel Faga - President, CEO & Director Conference Call Participants Etzer Darout - Barclays Bank PLC, Research Division Presentation Etzer DaroutBarclays Bank PLC, Research Division Hello again, everyone. I'm Etzer Darout, senior biotech analyst at Barclays. My pleasure to have AnaptysBio CEO, Dan Faga, with us this morning. And maybe just to kick us off, Dan, if you could just give us an overview of AnaptysBio for those less familiar with the story. Daniel FagaPresident, CEO & Director Perfect. We're in exciting times right now. We're approximately a month or 2 out from creating a second company called First Tracks Bio, which will be the biopharma operations from Anaptys that we're spinning off. Anaptys has been around for over 20 years, developing antibodies. We have 2 successful programs so far out of our platform, one Jemperli dostarlimab, which is being sold by GSK, it's an oncology drug PD-1 antagonist. And the second has a PDUFA date at the end of the year. It's called imsidolimab for GPPs, which hopefully will be sold at the end of this year by a company called Vanda. Those 2 programs will stay behind, forming a royalty-based financial company that will retain the name AnaptysBio. In the biopharma business, we have a couple of exciting programs. One is AMB033, CD122 antagonist. It's being developed in celiac disease as well as EoE Phase Ib. We have rosnilimab, which is a PD-1 depleter. We had positive Phase IIb data in arthritis this past year. And currently, we are assessing how best to move that program forward into Phase III. We're meeting with the FDA this quarter, and we'll be looking for strategic or other financial capital to further