Aclaris Therapeutics, Inc. (ACRS) | Investment Case

1. Company Snapshot

1.a. Company Description

Aclaris Therapeutics, Inc.operates a clinical-stage biopharmaceutical company, develops novel drug candidates for immune-inflammatory diseases in the United States.It operates through two segments: Therapeutics and Contract Research.

The Therapeutics segment is involved in identifying and developing innovative therapies to address significant unmet needs for immuno-inflammatory diseases.The Contract Research segment engages in the provision of laboratory services.The company also develops Zunsemetinib, an MK2 inhibitor for the treatment of moderate to severe rheumatoid and Psoriatic arthritis, and Hidradenitis suppurativa; and ATI-1777, a soft JAK 1/3 inhibitor for the treatment of moderate to severe atopic dermatitis.

In addition, it develops ATI-2138, an ITK/TXK/JAK3 inhibitor as a potential treatment for T cell-mediated autoimmune diseases; Gut-Biased Program for inflammatory bowel disease; and ATI-2231, an MK2 inhibitor treatment for pancreatic and metastatic breast cancer.The company was incorporated in 2012 and is headquartered in Wayne, Pennsylvania.

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1.b. Last Insights on ACRS

Aclaris Therapeutics' recent performance was driven by multiple catalysts in immuno-inflammatory indications expected in 2025 and 2026. The company received phase 2 results from its Chinese partner CTTQ, providing clinical evidence of enhanced potency of Bosakitug (ATI-045) and opportunities for development partnerships. Additionally, the Investigational New Drug (IND) application for bispecific antibody ATI-052 was cleared by the U.S. FDA. The company also extended its cash runway through the first half of 2028 and participated in several healthcare conferences, including the H.C. Wainwright Inflammation & Immunology Virtual Conference. These developments suggest a positive outlook for the company's future prospects.

1.c. Company Highlights

Last Price	3.24
Change Percentage	0.31%
Open	3.17
Previous Close	3.23
Market Cap ( Millions)	351
Volume	1381291
Year High	4.89
Year Low	1.05
M A 50	3.26
M A 200	2.2

FCF Yield	-22.45%
Dividend Yield	0.00%
ROE	-102.77%
Debt / Equity	1.87%
Net Debt / EBIDTA	36.65%
Price To Book	3.31
Price Earnings Ratio	-2.8
Price To FCF	-4.45
Price To sales	22.3
EV / EBITDA	-5.22

2. Transcript Summary

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3. NewsRoom

Here Are Friday’s Top Wall Street Analyst Research Calls: Broadcom, Circle Internet, Kenvue, Medtronic, Sandisk, Southwest Airlines, Spotify, and More

Jan -30

Source: 247wallst.com

Aclaris Therapeutics' Novel ITK/JAK3 Inhibitor ATI-2138 Demonstrates Rapid and Sustained Hair Regrowth in Validated Murine Model of Alopecia Areata (AA)

Jan -27

Source: globenewswire.com

Aclaris Therapeutics Initiates Phase 1b Proof-of-Concept Trial in Atopic Dermatitis (AD) with Its Novel Bispecific Antibody ATI-052

Jan -12

Source: globenewswire.com

Aclaris Therapeutics Reports Positive Interim Phase 1a ATI-052 Data, Speeds Up Development Plans

Jan -07

Source: defenseworld.net

Aclaris Therapeutics, Inc. (ACRS) Discusses Positive Interim Results From ATI-052 Phase 1a Trial and Potential Therapeutic Advantages Transcript

Jan -06

Source: seekingalpha.com

Aclaris Therapeutics Announces Positive Interim Results of Phase 1a Trial of Anti-TSLP/IL-4Rα Bispecific Antibody ATI-052 Supporting Expedited Clinical Development

Jan -06

Source: globenewswire.com

Aclaris Therapeutics Added to the NASDAQ Biotechnology Index (NBI)

Dec -19

Source: globenewswire.com

Savara (NASDAQ:SVRA) & Aclaris Therapeutics (NASDAQ:ACRS) Head-To-Head Survey

Dec -16

Source: defenseworld.net

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (3.60%)

6. Segments

Therapeutics

Expected Growth: 3.5%

Aclaris Therapeutics' 3.5% growth in therapeutics is driven by increasing demand for innovative dermatology treatments, expanding product pipeline, and strategic partnerships. Growing prevalence of skin diseases, such as atopic dermatitis and psoriasis, also contribute to the growth. Additionally, the company's focus on developing novel therapies and expanding into new markets fuels the segment's growth.

Contract Research

Expected Growth: 4.5%

Aclaris Therapeutics' 4.5% growth in Contract Research is driven by increasing demand for outsourcing clinical trials, expansion into new therapeutic areas, and strategic partnerships. Additionally, the company's expertise in rare and orphan diseases, as well as its investments in digital technologies, have enhanced its competitiveness and attracted new clients.

7. Detailed Products

Eskata

A topical treatment for raised seborrheic keratoses (SKs), a common benign skin growth.

RHOFADE

A topical cream for the treatment of persistent facial erythema (redness) associated with rosacea.

A-101 40% Topical Solution

A topical solution for the treatment of seborrheic keratoses (SKs).

A-101 15% Topical Solution

A topical solution for the treatment of seborrheic keratoses (SKs).

8. Aclaris Therapeutics, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Aclaris Therapeutics, Inc. has a moderate threat of substitutes due to the availability of alternative treatments for skin and hair conditions.

Bargaining Power Of Customers

Aclaris Therapeutics, Inc. has a low bargaining power of customers due to the lack of negotiating power of individual customers.

Bargaining Power Of Suppliers

Aclaris Therapeutics, Inc. has a moderate bargaining power of suppliers due to the availability of multiple suppliers for raw materials.

Threat Of New Entrants

Aclaris Therapeutics, Inc. has a high threat of new entrants due to the attractiveness of the dermatology and aesthetics markets.

Intensity Of Rivalry

Aclaris Therapeutics, Inc. operates in a highly competitive market with several established players, leading to a high intensity of rivalry.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	2.18%
Debt Cost	3.95%
Equity Weight	97.82%
Equity Cost	5.16%
WACC	5.13%
Leverage	2.23%

11. Quality Control: Aclaris Therapeutics, Inc. passed 3 out of 9 key points

Strong Liquidity

Low Debt

Strong Interest Coverage

Healthy Cash Flow

Operating Efficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Personalis

A-Score: 3.9/10

Value: 6.4

Growth: 3.1

Quality: 3.7

Yield: 0.0

Momentum: 9.5

Volatility: 0.7

1-Year Total Return ->

VolitionRx

A-Score: 3.7/10

Value: 8.0

Growth: 6.3

Quality: 5.8

Yield: 0.0

Momentum: 1.0

Volatility: 1.3

1-Year Total Return ->

Bionano Genomics

A-Score: 3.3/10

Value: 10.0

Growth: 4.3

Quality: 4.0

Yield: 0.0

Momentum: 0.5

Volatility: 1.0

1-Year Total Return ->

T2 Biosystems

A-Score: 3.2/10

Value: 10.0

Growth: 4.7

Quality: 4.8

Yield: 0.0

Momentum: 0.0

Volatility: 0.0

1-Year Total Return ->

Aclaris Therapeutics

A-Score: 3.2/10

Value: 6.7

Growth: 6.7

Quality: 4.0

Yield: 0.0

Momentum: 0.5

Volatility: 1.3

1-Year Total Return ->

Inotiv

A-Score: 2.8/10

Value: 9.0

Growth: 3.1

Quality: 2.1

Yield: 0.0

Momentum: 2.0

Volatility: 0.3

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

14.47%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

5.13%

Aclaris Therapeutics, Inc. - US00461U1051

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on ACRS

1.c. Company Highlights

Weak Momentum

Fairly Valued

Medium Volatility

Earnings Beats

Revenues Beats

Earnings Miss

Average Growth

More Volatile

Strong Momentum

Average Quality

Revenues Miss

Stable Momentum

Lower Quality

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (3.60%)

6. Segments

Therapeutics

Expected Growth: 3.5%

Contract Research

Expected Growth: 4.5%

7. Detailed Products

Eskata

RHOFADE

A-101 40% Topical Solution

A-101 15% Topical Solution

8. Aclaris Therapeutics, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: Aclaris Therapeutics, Inc. passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

3.24$

Current Price

3.24$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA