ANAB AnaptysBio Inc

Skip chemo, skip radiation, skip surgery? That is what this approval is actually about FDA just cleared Jemperli as the first and only immunotherapy for stage II and III mismatch repair deficient locally advanced rectal cancer $ANAB discovered it, $GSK sells it, and $ANAB rose 5.8 percent to $49.31 Monday AZUR 1 numbers are not subtle 68 percent hit a sustained complete response at 12 months, 76 percent had no sign of cancer at a year or more, zero recurrences among responders after more than two years of follow up Full data lands at ESMO on Oct 25 and this accelerated approval arrived months ahead of the February 2027 date

$ANAB (Anaptys, collects royalties on GSK's cancer drug Jemperli): the FDA approved Jemperli in stage II/III MSI-H/dMMR rectal cancer ahead of its Feb 2027 PDUFA date, with 68% of evaluable patients (98/144) in a sustained 12-month complete response by investigator assessment. By central review, the primary measure, it's 47% so far. Market value ~$1.47B at $49.27 (14:28 ET Oct 19, 2026); cash and investments $164.1M at June 30, 2026. But royalties first repay ~$299M non-recourse Sagard debt, paydown seen 2H 2027. Full data at ESMO Oct 25.

$ANAB Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $5.11 up 481.34% YoY • Reported revenue of $27.49M up 23.50% YoY • AnaptysBio continues to expect to achieve $390M in annualized Jemperli royalties payable to the company as early as 2029 at GSKs peak monotherapy sales guidance of $2.7B.

Latest company news, October 19, 2026: GSK says the FDA approved Jemperli under accelerated approval for MSI-H/dMMR locally advanced rectal cancer, ahead of the February 2027 target it had announced. For AnaptysBio any effect would run through the royalty on GSK's net sales, not through cash already received. AnaptysBio $ANAB Stock: Quimilza PDUFA, Jemperli Royalties and Risks Not investment advice. More details in our stock hub.

📅 CATALYST REMINDER | $ANAB October 20 & 25, 2026 — Legal Hearing & Phase 2 Data October 20: post-trial hearing in GSK/Tesaro Jemperli litigation (not a judgment date). October 25: AZUR-1 Phase 2 dostarlimab data in locally advanced dMMR/MSI-H rectal cancer at ESMO. More details in our hub. #ANAB #Biotech #Litigation