Aclaris Therapeutics, Inc. (ACRS)

Over the past six months, Aclaris Therapeutics reported Q3 2025 earnings beat, with EPS surpassing expectations, leading to a stock increase. The stock experienced volatility, increasing by 39% over three months and 18% year-to-date, despite a decline over the past year. Positive preclinical results for ATI-2138 were announced. A Phase 1b trial for ATI-052 in atopic dermatitis was initiated, with positive interim Phase 1a results reported. The company is estimated to announce its Q4 2025 earnings in late February 2026 and participated in healthcare conferences in February 2026.

As a clinical-stage biopharmaceutical company, Aclaris Therapeutics, Inc. is primarily focused on the research and development of drug candidates. Therefore, direct demand seasonality for its products and services is not a significant factor at this stage, as most of its pipeline assets are still in various phases of clinical trials and are not yet commercialized.

Aclaris Therapeutics, Inc. is a clinical-stage biopharmaceutical company focused on discovering, developing, and commercializing novel drug candidates for immuno-inflammatory diseases. It operates through Therapeutics and Contract Research segments, focusing on therapies for unmet needs in dermatology and immunology, and providing laboratory services, respectively. Aclaris Therapeutics is categorized within the Pharmaceuticals: Major industry and has a multi-stage portfolio of drug candidates, including ATI-1777, ATI-2138, Zunsemetinib (ATI-450), Bosakitug (ATI-045), and ATI-052.

Aclaris Therapeutics, Inc. is headquartered in Wayne, Pennsylvania, and primarily engages in the development of novel drug candidates for immune-inflammatory diseases in the United States. While the company has acquired worldwide rights (excluding China) for some of its biologic assets through licensing agreements, its core operational footprint for research and development and clinical trials appears to be centered in the U.S.

In the past year, Aclaris Therapeutics has maintained a generally positive outlook from analysts, receiving a consensus rating of "Moderate Buy". The company's reputation has also been influenced by its "history of failures and dissipations," leading to some skepticism among investors regarding its pipeline, despite promising early-stage results for new acquisitions. News sentiment for Aclaris Therapeutics has been tracked with a score of 0.82, indicating a generally positive sentiment in recent news coverage.

Aclaris Therapeutics has a diverse ownership structure, with approximately 22.24% held by institutional investors, 3.04% by insiders, and 74.72% by public companies and individual investors. Major institutional shareholders include BML Capital Management, LLC, Vivo Capital, LLC, Vanguard Group Inc, BlackRock, Inc., Adage Capital Partners Gp, L.l.c., Rock Springs Capital Management LP, Morgan Stanley, Decheng Capital LLC, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and Geode Capital Management, Llc.