AnaptysBio stock drops on malignancy concerns with Eli Lilly’s PD-1 agonist

Published 17/09/2025, 13:32
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Investing.com - AnaptysBio (NASDAQ:ANAB) shares experienced volatility after Truist Securities reiterated its Hold rating and $20.00 price target on the stock. The company’s shares have declined nearly 15% over the past week, according to InvestingPro data, which also indicates the stock is currently trading near its Fair Value.

The market reaction appears linked to emerging malignancy signals from Eli Lilly’s (NYSE:LLY) peresolimab, a PD-1 agonist, as disclosed in a recent ACR abstract. During the 12-week blinded period of the study, two malignancies were reported in both the 400mg and 100mg arms, while no malignancies occurred in the placebo or 100mg arms. Despite market volatility, InvestingPro data shows AnaptysBio maintains strong liquidity with a current ratio of 8.22, indicating robust short-term financial stability.

The open-label extension phase of the study, spanning weeks 12 to 60, revealed four additional malignancies across peresolimab-treated patients, raising concerns about this mechanism of action.

These findings have potential implications for AnaptysBio’s rosnilimab, which shares the same PD-1 agonist mechanism of action as Eli Lilly’s peresolimab, creating uncertainty around its safety profile.

Truist Securities noted it anticipates further data disclosures from peresolimab at the ACR conference on October 26, along with long-term follow-up data from rosnilimab’s Phase 2 rheumatoid arthritis study and updates from its Phase 2 ulcerative colitis program expected in Q4 2025. InvestingPro subscribers can access additional insights, including 8 more ProTips and detailed financial metrics to better evaluate AnaptysBio’s investment potential.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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