AN2 Therapeutics, Inc. (ANTX) Form 8-K — Nov 9, 2026

AN2 Therapeutics reported a Q3 2026 net loss of $8.0 million, narrowed from $9.4 million a year earlier, with no revenue as a clinical-stage company. R&D expenses fell to $5.7 million from $7.0 million on lower preclinical and clinical trial costs. The company ended the quarter with $80.2 million in cash, cash equivalents and investments, and projects that runway will sustain operations into 2029 under the current operating plan. On the pipeline, the global Phase 2 study of oral epetraborole in polycythemia vera is cleared in all planned jurisdictions, including FDA IND clearance, with enrollment expected to begin by year-end 2026 and Part 1 data during 2027.

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