AnaptysBio: Rosnilimab's RA Data Sets The Stage For Blockbuster Potential

Jun. 10, 2025 1:33 PM ETAnaptysBio, Inc. (ANAB) StockANAB1 Comment
(13min)

Summary

  • Rosnilimab's strong Phase IIb RA data shows sustained efficacy and safety, positioning it as a potential blockbuster in a massive RA market.
  • Despite JNJ's class setback, AnaptysBio offers significant upside, with fair value estimates nearly double its current market cap if RA approval is secured.
  • Key risks include future cash needs, execution challenges, and tough competition, so I maintain a 2/5 conviction and keep ANAB in my speculative portfolio.
  • I'm watching for UC data and Phase III clarity before increasing my position in ANAB stock, with technicals supporting a buy on a pullback to $19 support.
  • Looking for a helping hand in the market? Members of Compounding Healthcare get exclusive ideas and guidance to navigate any climate. Learn More »

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Being a biotech investor requires a mix of understanding the underlying science, fundamentals, technical analysis, and being adept in managing a position around catalysts. Without proficiency, an investor can be caught “holding the bag” in a speculative ticker. I’ve been circling AnaptysBio (

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This article was written by

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Biologics is a full-time healthcare investor who developed a passion for biotech and life saving therapies after working in the medical field for years. His trade focus is around innovative companies developing breakthrough therapies and/or pharmaceuticals with catalysts for potential acquisitions.

He is the leader of the investing group Compounding Healthcare. Features of the group include: Several model healthcare portfolios, a weekly newsletter, a daily watchlist, and chat for dialogue and questions. Learn more.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of ABBV, PFE, LLY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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