Barclays initiates AnaptysBio stock with Overweight rating on rosnilimab potential

Published 13/10/2025, 11:18
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Investing.com - Barclays initiated coverage on AnaptysBio (NASDAQ:ANAB) with an Overweight rating and a $78.00 price target on Monday. The target represents significant upside potential for the biotech company, which has already seen its shares surge over 136% year-to-date and currently maintains a market capitalization of approximately $878 million.

The investment bank cited compelling data for AnaptysBio’s rosnilimab, a novel mechanism drug being tested for rheumatoid arthritis (RA), as a key factor in its positive outlook for the company. According to InvestingPro data, the stock’s RSI suggests overbought conditions, though the company maintains strong financial flexibility with a current ratio of 8.22.

Barclays expressed optimism about the upcoming ulcerative colitis (UC) readout expected in the fourth quarter of 2025, suggesting substantial near-term upside potential for the company from these results.

While acknowledging some lingering questions in the rheumatoid arthritis indication, Barclays believes the mechanism by which rosnilimab works supports activity in ulcerative colitis, comparing potential value creation to historical valuations following positive UC data from other companies like Abivax.

The firm also noted upside optionality with AnaptysBio’s ABN033 (CD122) program, based on recent results from other companies working in the same therapeutic space. Investors should note that AnaptysBio’s next earnings report is scheduled for November 11, 2025. InvestingPro subscribers can access 8 additional key insights about ANAB’s financial health and market positioning.

In other recent news, AnaptysBio has announced plans to separate into two independent, publicly traded companies by the end of 2026. This strategic move will create a Royalty Management Company and a Biopharma Company, with the former managing royalties from collaborations such as Jemperli with GSK and imsidolimab with Vanda Pharmaceuticals. Analysts have responded to this development with increased price targets for AnaptysBio. Leerink Partners raised its price target from $32 to $37, maintaining an Outperform rating, while H.C. Wainwright increased its target from $38 to $59, keeping a Buy rating. Meanwhile, Truist Securities reiterated a Hold rating with a $20 price target amid concerns about emerging malignancy signals linked to Eli Lilly’s PD-1 agonist. The separation plan indicates a focus on pipeline development for the Biopharma Company, which will include projects like rosnilimab, ANB033, and ANB101. The proposed separation is subject to legal considerations and board approval, with a potential earlier completion date. These developments have captured the attention of investors and analysts alike.

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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