Anaptys books $30.3m quarterly revenue as court ruling and FDA decisions loom

Anaptys reported $30.3 million of collaboration revenue for the three months to 30 September 2026, in results published on 12 November. The company's earnings are closely tied to Jemperli (dostarlimab), the cancer immunotherapy at the centre of both its financial interest and its legal dispute with GSK.

Global net sales of Jemperli came to $1.0 billion across the first nine months of the year, up 29% on the same period of 2025. The figure is a nine-month total, so the release does not show how the third quarter alone performed.

Demand could get another boost from October's US approval of Jemperli for stage II or III rectal cancer that is MSI-H or dMMR, meaning the tumours show high microsatellite instability or deficient mismatch repair. The label is limited to a biomarker-selected group of patients, and the release gives no sales projections for the new use.

Two events are due in the coming weeks and months. Anaptys expects the Delaware Chancery Court to rule in the dispute involving GSK and Tesaro in either the fourth quarter of 2026 or the first quarter of 2027. Separately, the FDA is due to decide on 12 December on Vanda's Quimilza (imsidolimab) for generalised pustular psoriasis. The information provided does not detail the claims in the court case or what is at stake financially.