Aclaris Therapeutics, Inc.

NASDAQ•ACRS

CEO: Dr. Neal S. Walker D.O., M.D.

セクター: Healthcare

業種: Medical - Diagnostics & Research

上場日: 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.

連絡先情報

701 Lee Road, Suite 103, Wayne, PA, 19087, United States

484-324-7933

www.aclaristx.com

時価総額

$426.91M

PER (TTM)

-6.7

19.3

配当利回り

52週高値

$4.89

52週安値

$1.05

52週レンジ

65%

順位45Top 56.8%

3.6

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

弱い • 3.6 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$1.30M+0.00%

直近4四半期の推移

EPS

-$0.16+0.00%

直近4四半期の推移

フリーCF

-$13.09M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Net Loss Significantly Narrowed Net loss reduced to $64.9 M USD in 2025, down $67.1 M from prior year's $132.1 M loss.

R&D Investment Increased Research and development expenses increased $19.1 M to $52.6 M USD supporting key pipeline assets development.

Bosakitug Phase 2a Strong Results Bosakitug Phase 2a showed 94% patients achieved EASI-75 improvement in moderate to severe atopic dermatitis.

ATI-052 Phase 1 Positive Data ATI-052 announced positive interim Phase 1a/1b results in January 2026, planning Phase 2b trials H2 2026.

リスク要因

Continued Operating Losses Expected Incurred $64.9 M net loss in 2025; expect continued operating losses requiring substantial future capital infusion.

Substantial Capital Needs Substantial additional funding required; inability to raise capital forces curtailment of planned operations immediately.

Reliance on Third Parties Heavy reliance on third parties for clinical trials and manufacturing introduces performance and supply chain risks.

AI Risks to Platform Rapid AI advancement risks making proprietary KINect platform less competitive or obsolete, impacting competitive position.

見通し

Seek Third-Party Partnerships Intend to identify and consummate transactions with third-party partners for further product development and approval.

Bosakitug Data Expected 2026 Expect top-line data announcement for Bosakitug Phase 2 trial in second half of 2026 for respiratory indications.

Advance ITK and Bispecific Programs Plan IND filing for ATI-2138 in H2 2026; expect Phase 2b trials for ATI-052 in H2 2026.

Continue KINect Discovery Efforts Continue small molecule drug discovery efforts leveraging proprietary KINect platform targeting difficult kinases for novel assets.

同業比較

売上高 (TTM)

OMI

$2.76B

-41.0%

NEO

$727.33M

+10.1%

ATLN

$445.38M

+3.8%

粗利益率 (最新四半期)

ACRS

162.0%

+39.1pp

OBIO

99.8%

+1.2pp

EDIT

96.7%

+2621.3pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
ALLO	$539.35M	-2.8	-57.1%	18.0%
ACRS	$426.91M	-6.7	-52.0%	1.3%
ATLN	$296.95M	-2.3	606.4%	69.5%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

-3.8%

横ばい

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年5月6日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし