ACIUAC Immune SA

Sign up free
⚡

AC Immune Third Quarter 2026 Financial and Corporate Update - GlobeNewswire

GlobeNewswire · Nov 4, 12:00 PM

Market reactionShares fell 10% on Nov 5.

IntactLast material event Sep 23, 2026 · Updated Oct 25, 2026

AC Immune expects initial data by year-end on whether its NLRP3 inhibitor ACI-19764 lowers inflammation in patients, and plans FDA meetings on a Phase 2 expansion for its Parkinson's vaccine ACI-7104 in early 2027; cash of CHF 75.4 million lasts into Q4 2027

AC Immune is a clinical-stage Swiss company developing vaccines and small molecules for neurodegenerative diseases, led by ACI-7104 for Parkinson's disease and the NLRP3 inhibitor ACI-19764; none of its products is approved.

AC Immune's case rests on two wholly owned clinical programs, neither of which has yet shown clinical benefit. ACI-7104, a Parkinson's vaccine, met all primary safety, tolerability and immunogenicity endpoints in Part 1 of VacSYn, and AC Immune expects FDA meetings on Part 2 in early 2027. The oral NLRP3 inhibitor ACI-19764 is now being dosed in patients with elevated hsCRP, with initial results by year-end, and cash of CHF 75.4 million lasts into Q4 2027.

Thesis checklist

0 risks need attention

Select a row for evidence
ACI-19764 lowers hsCRP in patientsAwaiting evidenceNext: Initial Phase 1b results (by year-end 2026).

Why it is in this state

The evidence, what would weaken it and the source filing

FDA agrees a design for VacSYn Part 2Awaiting evidenceNext: FDA meetings (early 2027).

Why it is in this state

The evidence, what would weaken it and the source filing

Partnered programs keep paying milestonesSupportedNext: Partner updates, including the Morphomer Tau Phase 1 start.

Why it is in this state

The evidence, what would weaken it and the source filing

Cash lasts into Q4 2027SupportedNext: Next financial update.

Why it is in this state

The evidence, what would weaken it and the source filing

Next decision point

ACI-19764 Phase 1b initial results

Tests: ACI-19764 lowers hsCRP in patients

By year-end 2026

Does ACI-19764 lower hsCRP in patients with elevated inflammation at a well-tolerated dose?

Strong, inconclusive and weak outcomes

What to look for in the result and how each would move the checklist

Questions to investigate

History

Price and material events

Select an event marker to read the update below. Marker colors show Thesis status.

IntactCurrentClinical
+3.7%Sep 23, 2026

AC Immune expects initial data by year-end on whether its NLRP3 inhibitor ACI-19764 lowers inflammation in patients, and plans FDA meetings on a Phase 2 expansion for its Parkinson's vaccine ACI-7104 in early 2027; cash of CHF 75.4 million lasts into Q4 2027

IntactClinical
+9.8%Aug 20, 2026

ACI-19764 shows brain penetration and target engagement; cardiovascular-cohort biomarker data are the next test

ChallengedRegulatory
+11.4%Aug 11, 2026

FDA Fast Track advances ACI-7104 in Parkinson's; clinical benefit and financing remain open

ChallengedClinical
-10.5%Jun 30, 2026

Post-restructuring neuroscience vaccine platform with two Phase 2 readouts converging on same runway before cash runs out in Q4 2027

About this history: every entry shows when the Thesis moved and what it said. The reasoning behind each move (the evidence, the analysis and the source filing) and the earnings write-ups are part of a subscription.

Pipeline

Neuroinflammation
ACI-19764 · 2 upcoming · 1 completed
Phase 1b Data: Interim
Early 2027
Phase 1b Data: Final
H1 2027
Parkinson's disease· early-stage
ACI-7104 · 2 upcoming · 1 completed
FDA Meeting
early 2027
Phase 2 Study Initiation
H2 2025TBD
Parkinson's disease
Morphomer α-syn · 1 completed
Morphomer alpha-synuclein aggregation inhibitor lead declaration
Reported Nov 4, 2026
Alzheimer's disease· Down syndrome
ACI-24 · 1 completed
Data: InterimABATE
Reported Jun 30, 2026
Alzheimer's disease
Morphomer Tau · 1 completed
Study Initiation
Reported Jun 11, 2026

Dates, trials and completed outcomes are open to everyone. What each upcoming milestone hinges on is part of a subscription.

Quick answers

Is the AC Immune SA (ACIU) investment thesis intact?
Yes. Readouts currently rates the AC Immune SA Thesis Intact. AC Immune expects initial data by year-end on whether its NLRP3 inhibitor ACI-19764 lowers inflammation in patients, and plans FDA meetings on a Phase 2 expansion for its Parkinson's vaccine ACI-7104 in early 2027; cash of CHF 75.4 million lasts into Q4 2027.
What is the next catalyst for AC Immune SA (ACIU)?
The next dated event is Phase 1b interim results for ACI-19764, expected Early 2027, as stated by the company. Also ahead: Phase 1b final results for ACI-19764, expected H1 2027.
How long will AC Immune SA's cash last?
AC Immune SA has said its cash will fund operations into Q1 2028 (guidance as of November 4, 2026). It reported CHF 75.4 million in cash as of June 30, 2026.

Other companies we cover in these diseases

Disease areas: Neurology and pain
Catalyst calendar · Upcoming FDA decisions · Thesis changes

Competitive landscape

13 peers tracked

For informational purposes only—not investment advice. Always conduct your own research before making investment decisions.

Financial snapshot

Dates and calculation details

Cash: Market-data provider estimate; measurement period unavailable.

Debt: Market-data provider estimate; a complete comparable filing balance is unavailable.

Quarterly burn: Estimated from trailing free cash flow; measurement period unavailable.

Net cash and estimated runway require verified matching measurement periods. Missing debt components are not assumed to be zero.

Runway: No underlying guidance available.