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1. Company Snapshot

1.a. Company Description

AnaptysBio, Inc., a clinical stage biotechnology company, engages in developing therapeutic product candidates for inflammation and immuno-oncology indications.Its products include Imsidolimab, an antibody that inhibits the interleukin-36 receptor (IL-36R) for the treatment of various dermatological inflammatory diseases; Rosnilimab, an anti-PD-1 agonist antibody program designed to augment PD-1 signaling through rosnilimab treatment to suppress T-cell driven human inflammatory diseases; and ANB032, an anti-BTLA modulator antibody applicable to human inflammatory diseases associated with lymphoid and myeloid immune cell dysregulation.The company also focuses on developing various antibody programs that are advanced to preclinical and clinical milestones under its collaborations.


It has a collaboration and license agreement with GlaxoSmithKline, Inc.and Bristol-Myers Squibb; and license agreements with United Kingdom Research and Innovation, as well as Millipore Corporation.The company was formerly known as Anaptys Biosciences, Inc.


and changed its name to AnaptysBio, Inc.in July 2006.AnaptysBio, Inc.


was incorporated in 2005 and is based in San Diego, California.

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1.b. Last Insights on ANAB

The recent performance of AnaptysBio, Inc. has been driven by several positive factors. The company's rosnilimab, a PD-1 depleter and agonist, achieved positive results in its Phase 2b trial for rheumatoid arthritis, demonstrating the highest ever reported CDAI LDA response over 6 months. This milestone has significant implications for the treatment of rheumatoid arthritis and underscores the potential of rosnilimab as a novel therapeutic agent. Additionally, AnaptysBio has announced an exclusive global license agreement with Vanda Pharmaceuticals to develop and commercialize imsidolimab, an IL-36R antagonist, for the treatment of Generalized Pustular Psoriasis. This partnership has the potential to expand AnaptysBio's pipeline and provide a new revenue stream. The company has also announced a stock repurchase plan, authorizing the repurchase of up to $75 million of its outstanding common stock. This move is expected to enhance shareholder value by reducing the number of outstanding shares and increasing earnings per share. Furthermore, AnaptysBio has reported positive top-line data from its Phase 2b trial of rosnilimab in rheumatoid arthritis, with statistical significance achieved on primary and key secondary endpoints. This data has the potential to support regulatory submissions and commercialization of rosnilimab in the future. The company's recent earnings release has also been a positive catalyst, with the announcement of a quarterly loss of $0.72 per share, which beat the Zacks Consensus Estimate of a loss of $1.61. This earnings beat has contributed to the company's recent momentum and has provided a boost to investor sentiment.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Anaptys Announces Participation in December Investor Conferences

Nov -25

Source: globenewswire.com

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AnaptysBio shares tumble after legal fight with GSK over cancer drug license

Nov -21

Source: reuters.com

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GSK Unit Tesaro Sues AnaptysBio, Threatening Key Cancer Drug Jemperli Royalties

Nov -21

Source: benzinga.com

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GSK, AnaptysBio Sue Each Other Over Cancer Drug License

Nov -21

Source: wsj.com

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Anaptys Announces $100 Million Stock Repurchase Plan

Nov -21

Source: globenewswire.com

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Anaptys Initiates Litigation Against Tesaro, a GSK Subsidiary

Nov -21

Source: globenewswire.com

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GSK unit sues AnaptysBio in row over Jemperli rights

Nov -21

Source: proactiveinvestors.co.uk

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AnaptysBio: Maintaining 'Hold' As RA Program Still In Play With ANB033 Advancement

Nov -13

Source: seekingalpha.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.20%)

6. Segments

GSK - Royalty

Expected Growth: 10.2%

Growing demand for therapeutic antibodies, increasing prevalence of chronic diseases, and strategic partnerships between GSK and AnaptysBio drive royalty growth.

7. Detailed Products

Moderna

Moderna is a mRNA-based vaccine candidate developed by AnaptysBio, Inc. in collaboration with Moderna Therapeutics. It is designed to prevent infectious diseases.

ETX-151

ETX-151 is a novel, antibody-based therapeutic candidate developed by AnaptysBio, Inc. to treat inflammatory diseases.

ANB030

ANB030 is a novel, antibody-based therapeutic candidate developed by AnaptysBio, Inc. to treat severe inflammatory diseases.

ANB032

ANB032 is a novel, antibody-based therapeutic candidate developed by AnaptysBio, Inc. to treat inflammatory diseases.

8. AnaptysBio, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

AnaptysBio, Inc. has a unique technology platform that allows for the discovery of novel therapeutic antibodies, which reduces the threat of substitutes.

Bargaining Power Of Customers

AnaptysBio, Inc. has a diverse customer base, including pharmaceutical and biotechnology companies, which reduces the bargaining power of individual customers.

Bargaining Power Of Suppliers

AnaptysBio, Inc. has a strong supply chain and is not heavily dependent on a single supplier, reducing the bargaining power of suppliers.

Threat Of New Entrants

The biotechnology industry is highly competitive, and new entrants can easily enter the market, posing a significant threat to AnaptysBio, Inc.

Intensity Of Rivalry

The biotechnology industry is highly competitive, and AnaptysBio, Inc. faces intense rivalry from established companies and new entrants.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 16.82%
Debt Cost 3.95%
Equity Weight 83.18%
Equity Cost 2.40%
WACC 2.66%
Leverage 20.22%

11. Quality Control: AnaptysBio, Inc. passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Fortress Biotech

A-Score: 4.5/10

Value: 8.4

Growth: 5.3

Quality: 3.9

Yield: 0.0

Momentum: 8.5

Volatility: 1.0

1-Year Total Return ->

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Stock-Card
Adaptive Biotechnologies

A-Score: 4.4/10

Value: 6.0

Growth: 3.8

Quality: 4.7

Yield: 0.0

Momentum: 10.0

Volatility: 1.7

1-Year Total Return ->

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Stock-Card
Tonix Pharmaceuticals

A-Score: 4.2/10

Value: 7.6

Growth: 5.2

Quality: 3.8

Yield: 0.0

Momentum: 8.5

Volatility: 0.3

1-Year Total Return ->

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Stock-Card
AnaptysBio

A-Score: 4.1/10

Value: 8.2

Growth: 3.2

Quality: 5.0

Yield: 0.0

Momentum: 6.5

Volatility: 1.7

1-Year Total Return ->

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Stock-Card
Marinus Pharmaceuticals

A-Score: 3.7/10

Value: 9.0

Growth: 6.2

Quality: 6.1

Yield: 0.0

Momentum: 0.0

Volatility: 1.0

1-Year Total Return ->

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Stock-Card
Senti Biosciences

A-Score: 2.5/10

Value: 7.0

Growth: 2.9

Quality: 2.9

Yield: 0.0

Momentum: 2.0

Volatility: 0.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

44.35$

Current Price

44.35$

Potential

-0.00%

Expected Cash-Flows