Aclaris Therapeutics, Inc. (ACRS)

In the past six months, Aclaris Therapeutics reported its First Quarter 2025 financial results on May 8, 2025. The company initiated a Phase 2 trial of Bosakitug (ATI-045) in Atopic Dermatitis on June 2, 2025, and a Phase 1a/1b program for its novel bispecific antibody ATI-052 on June 23, 2025. Aclaris Therapeutics was added to the Russell 2000® and Russell 3000® Indexes on June 30, 2025, but was dropped from the Russell 3000 Growth Index on July 3, 2025. On July 29, 2025, the company announced positive top-line results from its open-label Phase 2a trial of ATI-2138. The company reported its Second Quarter 2025 financial results on August 7, 2025. Aclaris Therapeutics announced that a late-breaking abstract on its Phase 2a trial of ATI-2138 results was selected for oral presentation at the 2025 European Academy of Dermatology and Venereology (EADV) Congress on September 9, 2025. Consensus revenue estimates for ACRS fell by 16% on October 17, 2025. Aclaris Therapeutics reported its Third Quarter 2025 financial results on November 6, 2025, and presented positive results from the Phase 2a trial of ATI-2138 at the 2025 EADV Congress. Consensus revenue estimates increased by 52% on November 13, 2025. A new major risk regarding revenue and earnings growth was identified on November 17, 2025. Aclaris Therapeutics announced its participation in the Piper Sandler 37th Annual Healthcare Conference on November 25, 2025. Over the past year, Aclaris Therapeutics, Inc. has experienced a stock price decrease of 26.72%. As of November 21, 2025, the share price was $2.51, representing a decline of 37.09% from November 25, 2024.

As a clinical-stage biopharmaceutical company, Aclaris Therapeutics, Inc. primarily generates revenue through intellectual property licensing agreements and milestone payments from its therapeutics pipeline, rather than from the commercial sale of drugs. Therefore, the concept of demand seasonality is not directly applicable to its current business model. The company's financial model is centered on advancing novel product candidates through research and development.

Aclaris Therapeutics, Inc. is a clinical-stage biopharmaceutical company in the Healthcare sector, specifically in the Biotechnology: Pharmaceutical Preparations industry, focused on developing novel drug candidates for immuno-inflammatory diseases. The company's pipeline includes ATI-1777, a soft JAK 1/3 inhibitor in Phase 2b trial for atopic dermatitis; Bosakitug (ATI-045), an anti-TSLP monoclonal antibody in Phase 2a trial for atopic dermatitis, asthma, chronic rhinosinusitis with nasal polyps, and COPD; ATI-2138, an oral covalent inhibitor of ITK and JAK3 in Phase 2a trial for T cell-mediated autoimmune diseases; Zunsemetinib (ATI-450), a mitogen-activated protein kinase-activated protein kinase 2 inhibitor, which has been under Phase 1b/2 trials for metastatic breast cancer and pancreatic ductal adenocarcinoma, but previous trials failed; and ATI-052, a humanized anti-TSLP and anti-IL4R bispecific antibody in the preclinical stage.

Aclaris Therapeutics, Inc. is headquartered in Wayne, Pennsylvania, United States. While its primary operations are in the United States, the company has licensing agreements that grant worldwide rights for certain product candidates, with some exclusions such as Greater China.

Aclaris Therapeutics has faced challenges to its brand reputation in the past year due to a history of failures, a significant drop in its stock price, and the failure of a Phase 2 trial for zunsemetinib in rheumatoid arthritis. The company made $15 million from a patent licensing agreement with Sun Pharma, followed by a workforce reduction by half, and a focus on Phase 2b trial data from ATI-1777. Positive top-line results from the Phase 2a trial of ATI-2138 in atopic dermatitis, announced in July and presented in September and November 2025, could contribute positively to its reputation.

As of September 30, 2025, institutional investors hold approximately 38.00% of Aclaris Therapeutics, Inc.'s stock, while insiders own about 2.95%, and public companies and individual investors hold 59.05%. Major institutional owners 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, and Geode Capital Management, Llc. CEO Neal Walker owns 1.4% of the company's shares.