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AC Immune SA

AC Immune SA

NASDAQ•ACIU
CEO: Dr. Andrea Pfeifer Ph.D.
セクター: Healthcare
業種: Biotechnology
上場日: 2016-09-23
AC Immune SA, a clinical stage biopharmaceutical company, discovers, designs, and develops medicines and diagnostic products for the prevention and treatment of neurodegenerative diseases associated with protein misfolding. The company's SupraAntigen and Morphomer platforms are designed to generate biologics and small molecules, which selectively interact with misfolded proteins that are common in a range of neurodegenerative diseases. It is developing Crenezumab, a humanized, conformation-specific monoclonal antibody used to slow Alzheimer's disease (AD) progression; and Semorinemab, an investigational monoclonal anti-Tau antibody that targets the N-terminal portion of the Tau protein and is designed to bind to Tau and slow its spread between neurons for the treatment of AD. The company is also developing ACI-24.060 for the treatment of down syndrome-related AD; ACI-7104.056, to treat Parkinson's disease; and ACI-35.030, designs to stimulate a patient's immune system to produce antibodies against pathological phosphorylated Tau. In addition, it is developing diagnostic programs, consisting of PI-2620, a Tau diagnostic for AD, as well as non-AD Tauopathies; and ACI-12589, a-sync PET tracer that supports the differential diagnosis of multiple system atrophy from other neurodegenerative disease. Further, the company is researching and developing Morphomer Tau aggregation inhibitors to evaluate candidates in AD and NeuroOrphan Tauopathies. Additionally, it has discovery and preclinical stage molecules targeting range of neurodegenerative diseases, which include diagnostics targeting TDP-43, alpha-synuclein, and NLRP3. The company has license agreements and collaborations with Genentech, Inc.; Janssen Pharmaceuticals, Inc.; Life Molecular Imaging SA; and Eli Lilly and Company. AC Immune SA was incorporated in 2003 and is headquartered in Lausanne, Switzerland.
連絡先情報
Building B, EPFL Innovation Park, Lausanne, 1015, Switzerland
41-21-345-91-21
www.acimmune.com
時価総額
$300.79M
PER (TTM)
-3.2
34.3
配当利回り
--
52週高値
$4.00
52週安値
$1.43
52週レンジ
61%
順位68Top 98.2%
1.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 1.3 / 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

Q3 2025 データ

売上高

$1.17M-96.31%
直近4四半期の推移

EPS

-$0.20-366.67%
直近4四半期の推移

フリーCF

-$23.00M+28.55%
直近4四半期の推移

2024 Annual 決算ハイライト

主なハイライト

Significant Contract Revenue Increase Contract revenue reached CHF 27.3M in 2024, showing CHF 12.5M increase from CHF 14.8M in 2023.
Net Loss Reduction Achieved Net loss for the period narrowed to CHF 50.9M in 2024, down from CHF 54.2M loss in 2023 due to revenue recognition.
Robust Cash Position Maintained Total liquidity stands at CHF 165.5M as of December 31, 2024, sufficient to meet projected operating requirements into Q1 2027.
Key Partnership Payments Received Secured major upfront and milestone payments, including CHF 24.6M from Janssen and USD 100.0M from Takeda option agreement.

リスク要因

Escalating Research and Development Costs R&D expenses rose to CHF 62.6M in 2024, driven by clinical trial expansion, requiring substantial future funding.
Product Success Dependency Critical Success heavily depends on clinical trials and regulatory approvals for pipeline candidates; failure risks material adverse business impact.
Shareholder Control Concentration Risk Significant ownership concentration (60.5%) by principal shareholders and executives may conflict with minority shareholder interests.
Continued Operating Losses Expected Company anticipates incurring operating losses for the foreseeable future, relying on financing to fund ongoing development until product sales commence.

見通し

Advance Key Clinical Stage Programs Focus remains on advancing clinical candidates, including ACI-24.060 in AD/DS and ACI-35.030 in preclinical AD, targeting regulatory filings.
Accelerate Diagnostic Candidate Development Developing first-in-class PET imaging agents for a-syn and TDP-43 pathology to enable precision medicine and improve trial stratification.
Optimize Growth Via Selective Partnering Continue leveraging strategic partnerships to de-risk investments, monetize assets, and fuel growth while retaining certain indications/geographies.
Secure Future Capital Requirements Expect significant future funding needs beyond Q1 2027 cash runway to support late-stage development and potential commercialization efforts.

同業比較

売上高 (TTM)

Amarin Corporation plcAMRN
$225.62M
-6.7%
Vanda Pharmaceuticals Inc.VNDA
$216.11M
+8.7%
Cellectis S.A.CLLS
$75.27M
+158.9%

粗利益率 (最新四半期)

Lyell Immunopharma, Inc.LYEL
100.0%
+0.0pp
Alector, Inc.ALEC
100.0%
+0.0pp
AC Immune SAACIU
100.0%
+0.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
CAPR$1.03B-12.5-71.0%11.5%
DRTS$614.75M-15.1-56.5%12.9%
ANNX$584.82M-3.5-92.3%11.8%

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
-3.2%
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
25%
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3月12日
|
EPS:-$0.19
|
売上高:$1.14M
財務レポート
財務データ
全年度
  • Form 20-F - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年3月13日|
    売上高: $31.05M+84.5%
    |
    EPS: $-0.58+20.3%
    予想を下回る
  • Form 20-F - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年3月14日|
    売上高: $16.48M+276.1%
    |
    EPS: $-0.71+24.7%
    予想を下回る
  • Form 20-F - FY 2022

    会計期末: 2022年12月31日|提出日: 2023年3月16日|
    売上高: $16.48M+0.0%
    |
    EPS: $-0.71+12.4%
    予想を下回る
  • Form 20-F - FY 2021

    会計期末: 2021年12月31日|提出日: 2022年3月22日|
    売上高: $16.48M-100.0%
    |
    EPS: $-0.71-12.8%
    不明
  • Form 20-F - FY 2020

    会計期末: 2020年12月31日|提出日: 2021年3月23日|
    売上高: $16.48M-86.0%
    |
    EPS: $-0.71-234.4%
    予想を下回る