Aclaris: Q3 Earnings Snapshot - Yahoo Finance
Yahoo Finance · Nov 5, 12:15 PM
Aclaris Therapeutics Reports Third Quarter 2026 Financial Results and Provides Corporate and Clinical Update - GlobeNewswire
GlobeNewswire · Nov 5, 11:59 AM
Aclaris Therapeutics is a clinical-stage company developing antibodies and oral drugs for immune and inflammatory diseases, led by ATI-052, now prioritized for eosinophilic esophagitis after early atopic dermatitis and asthma data; none is approved.
Aclaris's case rests on ATI-052 delivering durable patient benefit. Early skin and asthma activity supports development, but small comparator groups limit certainty; EoE now leads development. Bosakitug and oral programs offer additional opportunities. Cash and securities were $170.6 million at June 30, 2026; subsequent share sales raised $40.2 million gross. A new offering could add approximately $46.7 million net, subject to closing. Management's prior funding guidance through the end of 2028 excludes additional financing or business development.
Thesis checklist
0 risks need attention
Why it is in this state
The evidence, what would weaken it and the source filing
Why it is in this state
The evidence, what would weaken it and the source filing
Why it is in this state
The evidence, what would weaken it and the source filing
Why it is in this state
The evidence, what would weaken it and the source filing
Next decision point
Tests: Bosakitug Phase 2 reads out in atopic dermatitis
Does bosakitug show convincing benefit over placebo in AD with acceptable safety?
Strong, inconclusive and weak outcomes
What to look for in the result and how each would move the checklist
Price and material events
Select an event marker to read the update below. Marker colors show Thesis status.
ATI-052 shows early patient activity; EoE leads development as bosakitug readout approaches
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.
Dates, trials and completed outcomes are open to everyone. What each upcoming milestone hinges on is part of a subscription.
Disease areas: Lung and respiratory diseases, Liver and digestive diseases, Skin diseases, Autoimmune and inflammatory diseases
Catalyst calendar · Upcoming FDA decisions · Thesis changes
Competitive landscape
18 peers tracked
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.