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    AnaptysBio (ANAB) On Jemperli Approval Is The Royalty Story Still A Bargain

    Simply Wall St·10/20/2026 03:28:49
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    Jemperli approval puts AnaptysBio back in focus

    GSK’s new FDA approval for Jemperli in MSI-H/dMMR locally advanced rectal cancer has pushed AnaptysBio (ANAB) into the spotlight, given its role in discovering and out-licensing the antibody.

    AnaptysBio’s latest Jemperli milestone has arrived after a choppy run, with the share price down about 11% over the past month and 8% over 90 days, yet still showing a 1-year total shareholder return of 109% and a 3-year total shareholder return over 3x, which suggests that investors are reassessing both the upside potential and the risks as the story evolves.

    Scan how the Jemperli catalyst compares with other potential breakout stories in healthcare by reviewing the hand-picked 33 healthcare AI stocks alongside AnaptysBio.

    AnaptysBio now trades at a level that reflects both a sharp 1-year rebound and recent share price fatigue. Does that balance of momentum and pullback still tilt the risk reward toward buyers, based on today’s valuation setup?

    Most Popular Narrative: 45% Undervalued

    AnaptysBio closed at $49.24, while the leading narrative on the stock pegs fair value closer to $90. This frames today’s pullback as a possible disconnect between price and the royalty story investors are focused on.

    Either ANAB wins or settles in the next few months and the stock re-rates toward the high end of the range, or ANAB loses, and you own a 95%-margin royalty stream worth $80.

    You can also sell an OTM covered call if you want to size this a bit bigger.

    See why 3 investors see AnaptysBio as 45% undervalued.

    Result: Fair Value of $90 (UNDERVALUED)

    Still, the AnaptysBio thesis leans heavily on a single oncology royalty and ongoing litigation outcomes; any disappointment on either front could quickly erode that 45% discount story.

    Find out about the key risks to this AnaptysBio narrative.

    Next Steps

    Mixed signals in the AnaptysBio story can be useful if you use them to sharpen your own view and act with intent. Start by weighing the 4 key rewards and 3 important warning signs.

    Looking for more investment ideas beyond AnaptysBio?

    If you only focus on AnaptysBio, you risk missing other setups that could fit your goals even better, so broaden your radar before you commit.