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Aclaris Therapeutics, Inc.

Aclaris Therapeutics, Inc.

NASDAQ•ACRS
CEO: Dr. Neal S. Walker D.O., M.D.
Sector: Healthcare
Industry: Medical - Diagnostics & Research
Listing Date: 2015-10-06
Aclaris Therapeutics, Inc. a clinical-stage biopharmaceutical company, engages in the development of novel drug candidates for immune-inflammatory diseases in the United States. The company operates through two segments, Therapeutics and Contract Research. The Therapeutics segment is involved in identifying and developing therapies to address significant unmet needs for immuno-inflammatory diseases. The Contract Research segment provides laboratory services. It develops Zunsemetinib (ATI-450), an MK2 inhibitor which is under Phase 1b/2 trials for the treatment of metastatic breast and pancreatic cancer; ATI-1777, a soft JAK 1/3 inhibitor, completed Phase 2b trails for the treatment of moderate to severe atopic dermatitis and other dermatologic conditions; and ATI-2138, an oral covalent inhibitor of ITK and JAK3 inhibitor under Phase 1 trials as a treatment for T cell-mediated autoimmune diseases. The company was incorporated in 2012 and is headquartered in Wayne, Pennsylvania.
Contact Information
701 Lee Road, Suite 103, Wayne, PA, 19087, United States
484-324-7933
www.aclaristx.com
Market Cap
$487.55M
P/E (TTM)
-3.9
25.7
Dividend Yield
--
52W High
$4.89
52W Low
$1.05
52W Range
90%
Rank45Top 56.8%
3.6
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q3 2025 Data

Revenue

$3.30M-24.09%
4-Quarter Trend

EPS

-$0.12+9.09%
4-Quarter Trend

FCF

-$10.96M-149.79%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

R&D Investment Surge Nine month R&D expenses reached $36.06M, increasing $11.50M over prior year period, supporting pipeline.
Pipeline Progress Updates ATI-2138 Phase 2a trial showed 77% mean EASI improvement; Bosakitug Phase 2 trial initiated June 2025.
Stable Cash Position Cash, cash equivalents totaled $25.26M as of September 30, 2025; sufficient for over 12 months operations.
Net Loss Per Share Improved Nine month net loss per share improved in magnitude to $(0.37) compared to $(0.50) in 2024.

Risk Factors

Operating Loss Widened Nine month net loss widened to $(45.13)M from $(35.51)M, demanding substantial future capital infusion.
Total Revenue Decline Total revenue declined $2.98M for nine months, driven by lower contract research hours billed year-to-date.
Contingent Liability Growth Contingent consideration liability grew $1.90M to $10.60M, highly dependent on uncertain future milestone achievement.
Increased R&D Spending Research and development costs increased $11.50M, accelerating cash burn rate for ongoing clinical programs.

Outlook

Bosakitug Data Expected Expect top-line data for Bosakitug Phase 2 trial in H2 2026; exploring respiratory indication partnerships.
Next-Gen ITK Filing Progressing next-generation ITK selective inhibitors toward IND application filing submission in the second half of 2026.
ATI-2138 Indication Expansion Planning Phase 2 trial initiation for ATI-2138 in additional indications during the first half of 2026.

Peer Comparison

Revenue (TTM)

Atlantic International Corp.ATLN
$445.38M
+3.8%
Health Catalyst, Inc.HCAT
$316.06M
+4.6%
MDxHealth SAMDXH
$152.99M
+80.6%

Gross Margin (Latest Quarter)

Orchestra BioMed Holdings, Inc.OBIO
94.3%
+1.2pp
Invivyd, Inc.IVVD
91.7%
+0.4pp
Aclaris Therapeutics, Inc.ACRS
83.7%
+39.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
ACRS$487.55M-3.9-102.8%1.3%
IVVD$280.06M-6.0-93.0%1.9%
PRE$243.91M-5.5-28.9%1.1%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-29.0%
Growth Under Pressure
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
0%
Cash Flow Needs Attention

Research & Insights

Next earnings:Feb 26, 2026
|
EPS:-$0.15
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 6, 2025|
    Revenue: $3.30M-24.1%
    |
    EPS: $-0.12+9.1%
    Beat

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 7, 2025|
    Revenue: $1.78M-35.8%
    |
    EPS: $-0.13-13.3%
    Beat

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 8, 2025|
    Revenue: $1.46M-39.3%
    |
    EPS: $-0.12-50.0%
    Meet

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 27, 2025|
    Revenue: $18.72M-40.1%
    |
    EPS: $-1.71-34.6%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 6, 2024|
    Revenue: $4.35M-53.2%
    |
    EPS: $-0.11-73.2%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 7, 2024|
    Revenue: $2.77M+48.0%
    |
    EPS: $-0.15-64.3%
    Beat

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 7, 2024|
    Revenue: $2.40M-5.1%
    |
    EPS: $-0.24-38.5%
    Beat

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 27, 2024|
    Revenue: $31.25M+5.0%
    |
    EPS: $-1.27+4.5%
    Miss