ANTX (AN2 Therapeutics) Moat Score: 4/10 (As of Jul. 05, 2026)


ANTX AN2 Therapeutics Inc ANTX
22 GF Score
Price $4.42
! 3 Warning Signs
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What is AN2 Therapeutics Moat Score?

AN2 Therapeutics ANTX -6.02% 22 Moat Score is 4 as of Jul. 05, 2026. GuruFocus rates ANTX with a GF Score™ of 22/100. The stock has 3 warning signs investors should review. Among 1,395 Biotechnology companies, AN2 Therapeutics ranks better than 88.75% on this metric.

AN2 Therapeutics has the Moat Score of 4, which implies that the company might have Narrow Moat - Discernible but modest moat.

AN2 Therapeutics has Narrow Moat: AN2 Therapeutics Inc has some valuable intellectual property and patents in the biotech sector, providing a modest competitive edge. However, it lacks strong brand strength, network effects, and significant market share to warrant a higher score.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes AN2 Therapeutics might have Narrow Moat - Discernible but modest moat.

AN2 Therapeutics  (NAS:ANTX) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

AN2 Therapeutics Moat Score Related Terms

ANTX vs OKUR, KRRO, LENZ: Moat Score Comparison

For the Biotechnology subindustry, AN2 Therapeutics's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

AN2 Therapeutics Moat Score vs Biotechnology Industry

For the Biotechnology industry and Healthcare sector, AN2 Therapeutics's Moat Score distribution charts can be found below:

* The bar in red indicates where AN2 Therapeutics's Moat Score falls into.


ANTX
22GF Score
AN2 Therapeutics Inc ANTX
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 4 mean?
AN2 Therapeutics (ANTX) has a Moat Score of 4 as of Jul. 05, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, AN2 Therapeutics ranks #157 out of 1395 companies in the Biotechnology industry, placing it in the top 11.3%.
Is AN2 Therapeutics' Moat Score too high?
AN2 Therapeutics' current Moat Score is 4. The Biotechnology industry median Moat Score is 2.00. AN2 Therapeutics' value of 4 is 100% above this industry median. Based on the distribution chart, AN2 Therapeutics ranks #157 out of 1395 companies in the Biotechnology industry, which is in the top quartile — a strong position relative to peers. Overall, AN2 Therapeutics has a GF Score™ of 22/100, reflecting its overall financial health beyond just this single metric.
How does AN2 Therapeutics' Moat Score compare to OKUR and KRRO?
According to the Biotechnology industry distribution chart, AN2 Therapeutics ranks #157 out of 1395 companies for Moat Score. This places AN2 Therapeutics in the top 11% of its industry — outperforming the majority of peers. The industry median Moat Score is 2.00. AN2 Therapeutics' value of 4 is 100% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a Biotechnology company?
The median Moat Score among Biotechnology companies is 2.00, based on 1,395 companies in the industry. Companies in the top quartile (top 25%) have a Moat Score significantly above this median, while those in the bottom quartile fall well below. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AN2 Therapeutics's current Moat Score of 4 is 100% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. For the Biotechnology industry, the median Moat Score is 2.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AN2 Therapeutics's current Moat Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AN2 Therapeutics stock overvalued right now?
AN2 Therapeutics (ANTX) has a current Moat Score of 4. The current Moat Score is 4 and 100% above the Biotechnology industry median of 2.00. AN2 Therapeutics' overall GF Score™ is 22/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For AN2 Therapeutics (ANTX), the current Moat Score is 4 as of Jul. 05, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

AN2 Therapeutics Business Description

Address 1300 El Camino Real, Suite 100, Menlo Park, CA, USA, 94025
AN2 Therapeutics Inc is a biopharmaceutical company focused on discovering and developing novel small molecule therapeutics derived from its boron chemistry platform. The company has a pipeline of boron-based compounds in development for Chagas disease, non-tuberculous mycobacterial (NTM) and melioidosis, along with early-stage programs focused on targets in infectious diseases and oncology. Product candidate AN2-502998 Epetraborole.
22GF Score

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