Every material Form 8-K AN2 Therapeutics, Inc. has filed with the SEC since May 11, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
AN2 Therapeutics reported third-quarter 2026 results, with net loss narrowing to $8.0 million from $9.4 million a year earlier as research and development and general and administrative expenses declined. The company reported $80.2 million in cash, cash equivalents and investments as of September 30, 2026, and projects that this will fund operations into 2029 under its current plan.
Q3 2026 net loss was $8.0 million ($0.17 per share), versus $9.4 million ($0.31 per share) in Q3 2025.
R&D expenses were $5.7 million, down from $7.0 million, and G&A expenses were $2.9 million, down from $3.0 million.
Cash, cash equivalents and investments totaled $80.2 million at September 30, 2026, which the company projects will sustain operations into 2029.
Global Phase 2 study of oral epetraborole in polycythemia vera is cleared in all planned jurisdictions, with enrollment expected to begin by year-end 2026.
AN2 Therapeutics reported a second-quarter 2026 net loss of $8.2 million, up from $6.5 million a year earlier, as research and development expenses rose to $6.0 million from $3.2 million. The company had $79.9 million in cash, cash equivalents and investments at June 30, 2026, which it projects will fund operations into 2029 under its current plan.
Q2 2026 R&D expenses were $6.0 million, up from $3.2 million in Q2 2025, driven by chemistry manufacturing and controls costs and clinical trial expenses.
Q2 2026 G&A expenses were $2.9 million, down from $4.0 million a year earlier.
Net loss per share was $0.18 in Q2 2026, compared with $0.21 in Q2 2025.
Cash, cash equivalents and investments totaled $79.9 million at June 30, 2026, with runway projected into 2029.
AN2 Therapeutics said results from a 28-day nonhuman primate study and a Phase 1 first-in-human study of its oral drug AN2-502998 for chronic Chagas disease were positive. The company plans to start a Phase 2 proof-of-concept study late this year, with the drug not yet approved and no FDA-approved Chagas treatment for adults currently available.
NHP study: 100% of treated animals achieved parasite elimination at target exposures attainable in humans, maintained through four months after treatment ended
Phase 1 study (NCT07024589) in healthy adult volunteers: generally well tolerated with no dose-limiting toxicities
Company plans to initiate a Phase 2 proof-of-concept study late this year, in collaboration with DNDi
AN2-502998 would be eligible for an FDA Tropical Disease Priority Review Voucher if approved
AN2 Therapeutics reported a first-quarter 2026 net loss of $10.0 million, down from $10.6 million a year earlier, as research and development expenses fell to $6.7 million from $7.7 million. The company had $85.3 million in cash, cash equivalents and investments at March 31, 2026, after a $40.0 million private placement in March, and it projects that funding will sustain operations into 2029.
Net loss of $10.0 million for Q1 2026, compared with $10.6 million in Q1 2025
R&D expenses of $6.7 million, down from $7.7 million, driven by lower chemistry manufacturing and controls costs
Cash, cash equivalents and investments of $85.3 million at March 31, 2026, after a $40.0 million private placement in March 2026
Interest income fell to $0.5 million from $0.9 million on lower cash balances and interest rates
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