AN2 Therapeutics and global biopharma giant GSK have entered into a new collaboration to develop boron‑based therapies for tuberculosis, leveraging AN2’s proprietary LeuRS‑inhibitor platform and GSK’s Global Health research and development capabilities. The agreement, announced on November 10, 2025, builds on years of prior cooperation and is supported by a third‑year grant from the Bill & Melinda Gates Foundation, which continues to fund AN2’s TB program.
The partnership is strategically significant for AN2, positioning its unique boron chemistry platform—known for producing epetraborole, ganfeborole, and tavaborole—within a high‑unmet‑need therapeutic area. GSK’s Global Health unit brings extensive experience in infectious disease development, regulatory pathways, and commercialization in low‑ and middle‑income markets, while the Gates Foundation’s funding underscores confidence in the scientific approach and provides financial de‑risking for early‑stage development.
From a business perspective, the collaboration could open a new revenue stream for AN2 and accelerate the pipeline beyond its existing programs for Chagas disease, melioidosis, and NTM lung disease. Tuberculosis remains the world’s deadliest infectious disease, affecting more than a quarter of the global population and causing over 1.25 million deaths annually, so a successful therapy would address a critical global health need and potentially generate substantial commercial impact.
Management emphasized the strategic fit and scientific rationale. CEO Eric Easom said, “This collaboration builds on years of partnership between the team now at AN2 and GSK, underpinned by a shared commitment to exploring the potential of boron‑based therapeutics.” GSK’s Chief Global Health Officer Thomas Breuer added, “Getting ahead of tuberculosis requires bold science and strong partnerships. With AN2’s boron chemistry and the Gates Foundation’s support, we are advancing innovative approaches to develop new TB treatments for those who need them most.”
The announcement triggered a positive market reaction, with AN2’s stock rising 12.2 % in pre‑market trading. Analysts highlighted the partnership as a validation of AN2’s platform and a de‑risking of the TB program, noting that GSK’s involvement and continued Gates Foundation funding signal strong confidence in the science and potential commercial upside.
Looking ahead, the collaboration will focus on advancing the LeuRS‑inhibitor pipeline through preclinical development and early‑phase clinical trials. While specific milestones and timelines have not been disclosed, the partnership is expected to accelerate the path to regulatory approval and market entry, potentially positioning AN2 as a key player in the global TB treatment landscape.
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