在Jemperli特许使用费的推动下,AnaptysBio比2025年的Q4收入估计数高,并计划从2026年的Q2生物制药单位中剥离。 AnaptysBio beat earnings estimates in Q4 2025, fueled by Jemperli royalties, and plans to spin off its biopharma unit in Q2 2026.

AnaptysBio报告Q4收入丰厚,EPS为158美元,收入为1.0825亿美元,超过估计数,其动力来自GSK的Jemperli的特许权使用费收入,在高峰期每年可产生3.9亿美元以上。 AnaptysBio reported strong Q4 earnings, with $1.58 EPS and $108.25 million in revenue, surpassing estimates, driven by royalty income from GSK’s Jemperli, which could generate over $390 million annually at peak. 该公司计划将其生物制药投资组合转成2026年Q2的第一轨道生物治疗。 The company plans to spin off its biopharma portfolio into First Tracks Biotherapeutics in Q2 2026. 尽管不断遭受损失和负面基本面,分析师的情绪正在改善,多次升级,并获得“多价购买”共识评级。 Despite ongoing losses and negative fundamentals, analyst sentiment is improving, with multiple upgrades and a “Moderate Buy” consensus rating. 90天内内幕销售总额720万美元,而股权回购授权信号管理信心。 Insider selling totaled $7.2 million in 90 days, while a share buyback authorization signals management confidence. 在第二季度,股票幅为155.6%,交易价为59.97美元. The stock has surged 155.6% in Q2, trading at $59.97.