ANNX

$5.26-$0.07 (-1.31%)prev close

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Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institution

Market cap

$873.3M

164M shares

52-week range

$2.03 – $7.18

63% from low

Sector

PHARMACEUTICAL PREPARATIONS

Exchange

NASDAQ

Change$-13.73

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$2M	-78.2%	$-0.96	$-1.05–$-0.90	—	7
2027	$40M	+1609.2%	$-0.87	$-1.19–$-0.43	—	7
2028	$275M	+582.0%	$-0.11	$-34.75–$55.53	—	7
2029	$629M	+128.6%	$0.99	$0.16–$3.14	5.3×	2

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 4 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-08-12	$-0.24	$-0.28	-17.2%
2026-05-07	$-0.30	$-0.23	+23.3%
2026-03-30	$-0.32	$-0.28	+12.5%
2025-11-10	$-0.34	$-0.37	-8.8%
2025-08-14	$-0.36	$-0.34	+5.6%
2025-05-12	$-0.30	$-0.37	-23.3%
2025-03-03	$-0.28	$-0.33	-17.9%
2024-11-14	$-0.26

DCF fair valuemodel estimate

Intrinsic value

$0.79

Price

$5.26

Implied downside

-85%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
ANNXAnnexon, Inc.	$5.26	-1.31%	$862M	—
ACIUAC Immune S.A.	$2.57	-1.91%	$262M	—
ALTAltimmune, Inc.	$2.88	-1.71%	$560M	—
AURAAura Biosciences, Inc.	$7.65	-1.29%	$791M	—
DBVTDBV Technologies S.A.	$14.03	-0.78%

Annexon, Inc. Common Stock

Annexon Inc is a clinical-stage biopharmaceutical company developing a pipeline of novel therapies for patients with classical complement-mediated disorders of the body, brain, and eye. Its pipeline is based on its platform technology addressing well-researched classical complement-mediated autoimmune and neurodegenerative disease processes, both of which are triggered by aberrant activation of C1q. Its pipeline of product candidates is designed to block the activity of C1q and the entire classical complement pathway in a broad set of complement-mediated diseases. Its product candidates are ANX005, for autoimmune & neurodegenerative disorders; ANX007, for neurodegenerative ophthalmic disorders; ANX1502, for Oral small molecule; and ANX009, for systemic autoimmune diseases.

www.annexonbio.com

Employees: 93
IPO / List date: Jul 24, 2020
HQ: BRISBANE, CA

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No one on the platform currently holds ANNX.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2026-03-31	544,300	$3.0M

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded ANNX yet.

$ANNX chatter on StockTwits

Scott@Sly15Bullish11h
$ANNX sounds like their science is getting similiar results on vision preservation from the phase 2 trial now hitting the 12 month mark in the phase 3 trial. Now going from 12-15 months of treatment for the first time will hopefully help show good results, and going to months 24 perhaps even stronger results. Currently they seem very optimistic.
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jake the snake@Lightening_strikes14h
$ANNX there hasn’t been a real reason to own this for 3 years. And now just buy in December
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J@Biotech80Bullish16h
$ANNX 💎💎💎💎💎 https://fintel.io/news/citizens-upgrades-annexon-annx-720?email_delivery=7c354421-d2d4-4a2f-878a-1a558293c9dc
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jake the snake@Lightening_strikes17h
$ANNX junk day in and out
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Dan C@dcrownBullish20h
$ANNX If the trial continues through its full extended timeline, the complete Month 24 analysis will wrap up in Q3 2027. Will see
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James Hype@Itsybitsybeanbag1d
$ANNX Played a lot tonight with AI * Event accrual is on plan → weakens the “GA is progressing too slowly / not enough Month-15 events” explanation. * Month 15 remains >90% powered → they haven’t rendered the original analysis statistically inadequate by adding Month 24. * Month 24 gives a second chance → undeniably provides insurance if Month 15 doesn’t clear the hurdle. * But the trial was already blinded through Month 24 → they’re not suddenly extending treatment because of something they’re seeing. * And Love specifically mentions the label → provides a strong affirmative reason for making Month 24 a formal, alpha-controlled endpoint: if the treatment effect grows over time as Phase 2 suggested, they want that stronger two-year efficacy result to have the regulatory standing to potentially appear in the label.
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James Hype@Itsybitsybeanbag1d
$ANNX What’s the Alpha is the bigger concern.
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James Hype@Itsybitsybeanbag1d
$ANNX More waiting… but all patients and investigators were blinded until month 24 already on the initial protocol …this really is just giving them a second kick at the can incase M15 data is weak. It’s not a reflection in any way on the current outcome of the study as no one knows other than the fact that we are reaching our predetermined endpoints on time… that being loss of vision (which hopefully are placebo and will add statistical power)
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James Hype@Itsybitsybeanbag1d
$ANNX Love is still spending our money like fucking crazy though…3.8 million increase in G&A over last year…WTF!!! Better be for buyout prep and not trips to the Caymans!!! 50million ATM sold too… seriously they have 200 mil in the bank. It’s criminal.
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James Hype@Itsybitsybeanbag1d
$ANNX From the Q-10 today, the most important for me is: “masked event accrual in line with projections.” This means a lot ….It doesn’t tell us whether ANX007 is winning — because they’re blinded — but it reduces one specific common feature in shorter studies … placebo noise : here we feared too few 15-letter-loss events occurring to demonstrate the treatment effect. And when you combine that with >95% compliance, <10% discontinuation, retained statistical power, the Month-15 analysis remaining Q4 2026, and Month 24 providing an independent second efficacy opportunity, the operational setup for ARCHER II looks quite clean.
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jake the snake@Lightening_strikes1d
$ANNX back to junk
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Stocktwits News@StocktwitsNews1d
ANNX Q2 2026 Earnings Summary $ANNX https://stocktwits.com/news/earnings/ai summaries/annx-q2-26-earnings-summary/cZo8appRJWk
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PRISM MarketView@prismmarketview1d
$ANNX Annexon Biosciences is adding a 24-month assessment of ≥15-letter BCVA vision loss to its pivotal ARCHER II trial of vonaprument in geographic atrophy. The study has enrolled more than 630 patients and continues to evaluate monthly dosing versus sham. https://prismmarketview.com/annexon-expands-macular-degeneration-trial-with-new-24-month-vonaprument-endpoint/
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David Meltzer@makingdoughfromoptionsBullish1d
$ANNX As a note to 24 month read, it gives ANNX a "second chance" if the 15 month data is not what they were seeking. After 24 months the sham vs. treated should be even wider disparity.
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James Hype@Itsybitsybeanbag1d
$ANNX $ANNX Here’s the golden egg.. “In the ongoing global, double-masked Phase 3 ARCHER II trial, all eligible patients have received at least 12 months of treatment, with masked event accrual in line with projections.” Although the study is blinded, they are able to see the pool results to date and they appeared to match what was seen in phase 2 pre-blinding so…..
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