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ANTXAN2 Therapeutics, Inc.
$5.11$140M
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AN2 Therapeutics, Inc. (ANTX) Financials

7Y historyFree accessUpdated daily

The company has recorded zero revenue over the past ten quarters while sustaining a $10.0 million net loss in 2026Q1, highlighting the absence of commercial operations.

ANTX Income Statement

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly
MetricTTMDec'25Dec'24Dec'23Dec'22Dec'21Dec'20Dec'19
Sales/Revenue00000000
Revenue Growth %--------
Cost of Goods Sold000077K000
COGS % of Revenue--------
Gross Profit0000-77K000
Gross Margin %--------
Gross Profit Growth %---100%----
Operating Expenses37.12M38.11M54.55M69.64M42.19M21.57M7.28M31.07M
OpEx % of Revenue--------
Selling, General & Admin13.3M13.34M14.07M14.76M12.75M4.67M1.26M1.73M
SG&A % of Revenue--------
Research & Development23.82M24.77M40.49M54.87M29.51M16.91M6.02M29.33M
R&D % of Revenue--------
Other Operating Expenses00000000
Operating Income-37.12M-38.11M-54.55M-69.64M-42.26M-21.57M-7.28M-31.07M
Operating Margin %--------
Operating Income Growth %-30.14%21.66%-64.77%-95.89%-196.18%76.55%-
EBITDA-36.6M-38.11M00-42.19M-21.57M00
EBITDA Margin %--------
EBITDA Growth %-165.78%--100%-95.54%---
D&A (Non-Cash Add-back)0054.55M69.64M77K07.28M31.07M
EBIT-36.6M-38.11M-51.32M-64.73M-40.96M-21.57M-13.6M-31.07M
Net Interest Income2.57M2.93M5.47M0837K69K3K0
Interest Income2.57M2.93M5.47M01.35M69K3K0
Interest Expense0000514K000
Other Income/Expense2.57M2.94M3.23M4.9M1.31M31K-6.32M-2.74M
Pretax Income-34.55M-35.17M-51.32M-64.73M-40.96M-21.54M-13.6M-33.81M
Pretax Margin %--------
Income Tax00000000
Effective Tax Rate %0%0%0%0%0%0%0%0%
Net Income-34.55M-35.17M-51.32M-64.73M-40.96M-21.54M-13.6M-33.81M
Net Margin %--------
Net Income Growth %23.81%31.46%20.72%-58.05%-90.11%-58.37%59.77%-
Net Income (Continuing)-34.55M-35.17M-51.32M-64.73M-40.96M-21.54M-13.6M-33.81M
Discontinued Operations00000000
Minority Interest00000000
EPS (Diluted)-1.01-1.16-1.72-2.74-2.79-1.50-0.78-0.30
EPS Growth %27.15%32.56%37.23%1.79%-86%-92.31%-160%-
EPS (Basic)--1.16-1.72-2.74-2.79-1.50-0.78-0.30
Diluted Shares Outstanding34.06M30.22M29.83M23.6M15.34M18.74M18.74M18.74M
Basic Shares Outstanding34.06M30.22M29.83M23.6M15.34M18.74M18.74M18.74M
Dividend Payout Ratio--------

Key Metrics

Growth RegimeContracting
ProfitabilityNegative
Balance SheetVulnerable
Cash FlowBurning
Top Statement Risk

Clinical trial and liquidity

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Revenue Generation Remains Non-Existent

As indicated by the company's financial statements, ANTX has recorded zero revenue over the past ten quarters, reflecting its status as a pre-commercial clinical-stage biotechnology firm entirely dependent on the successful development of its lead boron-chemistry candidate for non-tuberculous mycobacterial lung disease.

The absence of top-line growth underscores the binary nature of the company's valuation, which is tethered exclusively to clinical trial outcomes rather than operational performance. Investors should note that until the EASE Phase 2/3 trial reaches a successful conclusion, the revenue trajectory will remain stagnant, leaving the firm without a commercial foundation to offset its ongoing development costs.

R&D Volatility Drives Expense Profile

According to reported quarterly filings, R&D expenditures have fluctuated significantly, peaking at $14.9 million in 2023Q4 before moderating to $6.7 million in 2026Q1, illustrating the high sensitivity of the firm's cost structure to the timing of clinical trial activities and contract research organization engagements.

The variability in R&D spending suggests that management is attempting to calibrate cash outflows in response to trial enrollment pauses and strategic pivots. While the reduction in quarterly R&D spend may preserve capital in the short term, it also highlights the inherent difficulty in maintaining a lean cost structure while simultaneously advancing a complex, novel therapeutic platform.

Stock-Based Compensation Masks Burn

Based on historical income statements, ANTX consistently utilizes stock-based compensation, which reached $2.0 million in 2025Q1, effectively diluting existing shareholders to preserve cash while the company continues to report significant net losses, such as the $10.0 million loss observed in 2026Q1.

The reliance on equity-based incentives suggests a strategy to conserve liquid assets, yet this practice creates a persistent overhang of dilution that investors must factor into their valuation models. The quality of earnings remains poor, as the net losses are driven by essential clinical development costs that provide no immediate offset through product sales or licensing revenue.

Liquidity Constraints Threaten Operational Continuity

As reported in recent financial disclosures, the company's cash position of $19.9 million appears insufficient to sustain operations through the completion of late-stage trials, raising significant concerns regarding the firm's ability to continue as a going concern without immediate and potentially dilutive capital raises.

The current burn rate, when compared against the limited cash reserves, suggests that the company is approaching a critical liquidity inflection point. Market participants should monitor for signs of distress, as the combination of clinical trial delays and a precarious balance sheet may force management into unfavorable financing terms or a strategic sale of assets.

ANTX — Frequently Asked Questions

Quick answers to the most common questions about buying ANTX stock.

What was AN2 Therapeutics, Inc.'s (ANTX) revenue in 2025?

For fiscal year 2025, AN2 Therapeutics, Inc. (ANTX) reported total revenue of $0.0M.

Is AN2 Therapeutics, Inc. (ANTX) profitable?

AN2 Therapeutics, Inc. (ANTX) reported a net loss of $35.2M for the fiscal year ending 2025.