Anaptysbio, Inc. · NASDAQ:ANAB
Anaptysbio — Investor Presentation (September 2026)
10 slides from Anaptysbio's investor presentation, September 2026
Slide 1: Corporate Overview
Corporate Overview September 2026
Slide 2: Safe harbor statement
Safe harbor statement This presentation and any accompanying oral presentation contains forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, including, but not limited to: the timing of the release of data from the GSK
Slide 3: AnaptysBio: Focused on protecting and returning the royalty value to shareholders
AnaptysBio Exclusively managing financial collaborations with GSK and Vanda Virtual Business Model Significant and growing revenue streams Cash and investments as of 6/30: for Jemperli with long IP protection $164.1MM $644 million (£480 million) in global net Streamlined operating structure
Slide 4: AnaptysBio is entitled to significant 8% - 25% royalties on global net sales of Jemperli
AnaptysBio is entitled to significant 8% - 25% royalties on global net sales of Jemperli 8%: $0 to $1.0 billion Royalty rate 12%: $1.0 to $1.5 billion (annual WW 20%: $1.5 to $2.5 billion net sales) 25%: >$2.5 billion (PD-1 antagonist) United States: 2035 Composition of Europe: 2036 Matter Patent Ex
Slide 5: Jemperli is on a steep growth trajectory with GSK guiding to greater than £2 billion peak sales
Jemperli is on a steep growth trajectory with GSK guiding to greater than £2 billion ($2.7 billion) peak monotherapy sales1 Jemperli Commercial Performance Quarterly Sales Performance $400 International Quarterly Net Sales $331 EU Quarterly Net Sales $27 $300 $262 US Quarterly Net Sales $331MM/£248M
Slide 6: Jemperli is currently approved or being developed in markets with opportunities for transformational outcomes
Jemperli is currently approved or being developed in markets where there are opportunities for transformational outcomes Development Stage and Anticipated Milestones Antibody IND Phase 3 / Phase 1 Phase 2 Commercial Program Indication Enabling Registrational 1L Approved in US Endometrial Cancer and
Slide 7: Over the next 2+ years, there are many high-value Jemperli trial readouts
Over the next 2+ years, there are many high-value Jemperli trial readouts across monotherapy indications 2026 2027 2028 Indication1 Trial Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Key Oncology Conferences2 AACR ASCO ESMO SITC ASCO- SGO AACR ASCO ESMO SITC ASCO-GI AACR ASCO SITC GI RUBY-Japan 1L Endometrial E
Slide 8: GSK's development strategy for Jemperli is focused on generating differentiated data
GSK’s development strategy for Jemperli is focused on generating differentiated data to other PD-1 competitors (PD-1 antagonist) Endometrial cancer (approved indications) Colorectal cancer and dMMR pan tumors • 1L endometrial cancer: Approved in US and • Rectal cancer: P2 AZUR-1 trial (monotherapy)
Slide 9: GSK and Tesaro Litigation Update
GSK and Tesaro Litigation Update • The trial was held before the Delaware Chancery Court from July 14-17, 2026 • The Court has requested the parties submit post-trial briefs in advance of a post-trial hearing, which has been scheduled for October 20, 2026 – Anaptys filed its opening post-trial brief
Slide 10: Quimilza (imsidolimab) out-licensed to Vanda
Quimilza (imsidolimab) out-licensed to Vanda Completed two positive global Phase 3 studies in Generalized Pustular Psoriasis (GPP) Exclusive global license to Vanda in February 2025 10% royalties on global net sales NASDAQ: VNDA • Established US and EU regulatory and commercial infrastructure with a