What smart money is saying about AnaptysBio, Inc.
3 funds in our archive have pitched AnaptysBio, Inc., most recently Riverwater Partners Micro Opportunities Strategy in September 2026.
AnaptysBio, Inc., a clinical-stage biotechnology company, focuses in delivering immunology therapeutics for autoimmune and inflammatory diseases in the United States. The company’s products include Rosnilimab, a selective pathogenic T cell deplete which completed a Phase 2b trial for the treatment of moderate-to-severe rheumatoid arthritis; ANB033, a CD122 antagonist, which is in a Phase 1b trial for celiac disease and eosinophilic esophagitis; ANB101, a BDCA2 modulator antibody which is in Phase 1a trial that specifically targets plasmacytoid dendritic cells and inhibits interferon secretion and modulates antigen presentation; dostarlimab, a PD-1 antagonist for various solid tumor indications; and Imsidolimab, an antibody that inhibits the interleukin-36 receptor, which is in the Phase 3 development for the treatment of generalized pustular psoriasis. It focuses on developing various antibody programs that are advanced to preclinical and clinical milestones under its collaborations. It has collaborations agreement with GSK and Vanda. The company was formerly known as Anaptys Biosciences, Inc. and changed its name to AnaptysBio, Inc. in July 2006. AnaptysBio, Inc. was incorporated in 2005 and is based in San Diego, California.
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Fund signal · last 12 months
4 lettersToo few moves on AnaptysBio, Inc. yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2026 and Q3 2026, 4 fund letters reported a position in AnaptysBio, Inc., with 4 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 2 | 0 | 1 |
| Q2 2026 | 2 | 2 | 0 | 2 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 4 moves
- New positionDiamond Hill Small-Mid Cap FundSeptember 2026
“• AnaptysBio is a royalty company with rights to cancer drug Jemperli. We initiated a position as we believe its current valuation is attractive, with potential new uses for Jemperli and a possible acquisition providing additional upside.”
AnaptysBio, Inc. - New positionRiverwater Partners Micro Opportunities StrategySeptember 2026
“We initiated a position in AnaptysBio (ANAB), which, following the April separation of its drug development pipeline into First Tracks Biotherapeutics, is now essentially a royalty company rather than a traditional biotech.”
AnaptysBio, Inc. - June 2026
“New Position AnaptysBio Inc (ANAB) - AnaptysBio is a special situation that I expect will resolve itself very quickly.”
AnaptysBio, Inc. - New positionGreenhaven Road Capital FundJune 2026
“AnaptysBio (ANAB) Many of our investments require patience. Rather than a clear near-term catalyst, they offer an advantaged product or management team that can build the business and compound value over time. This quarter, we invested in AnaptysBio, a situation that may not require as much patience.”
AnaptysBio, Inc.
Fund coverage · 3 theses
- Riverwater Partners Micro Opportunities StrategySeptember 2026
AnaptysBio is now a royalty company with a growing Jemperli royalty stream and asymmetric litigation outcomes that we view as undervalued.
Read the full thesis - Laughing Water CapitalJune 2026
AnaptysBio is an asset-light royalty company on Jemperli with discounted cash-flow value and litigation-driven upside if GSK settles or loses control of the asset.
Read the full thesis - Greenhaven Road Capital FundJune 2026
AnaptysBio, Inc. is a drug royalty company whose Jemperli royalties and lawsuit with GSK could lead to a settlement or acquisition premium.
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