ANABANAPTYSBIO, INC
Pharmaceutical Preparations
- Revenue
- $235M
- 157% YoY
- Operating margin
- 96.7%
- 33% YoY
- EBITDA
- $227M
- 243% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowFired348% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $63M | $10M | $17M | $91M | $235M | 157% |
| Operating income | −$57M | −$115M | −$164M | $66M | $227M | 243% |
| Net income | −$58M | −$129M | −$164M | −$145M | −$13M | 91% |
| Operating cash flow | −$46M | −$74M | −$121M | −$135M | $20M | 115% |
| Capex | $1M | $358K | $807K | $358K | $87K | 76% |
| Stock-based comp | $15M | $27M | $33M | $7M | $4M | 48% |
| Buybacks | $0 | $0 | $50M | $456K | $69M | 14950% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $249K · 1
- Net
- −$249K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $6M | $42M | 156 | — |
| FY2024 | $14M | $9M | 43 | — |
| FY2023 | $7M | −$2M | 69 | — |