Aclaris Therapeutics Inc.

ACRS

Held by 7 specialist biotech funds

High Convergence

7 funds opened new positions. Next phase2 readout (A-101 Solution 40): Sep 2016. Short interest: 5.8% of float.

Medical - Diagnostics & ResearchCEO: Neal S. WalkerIPO: 2015Website ↗

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.

Recent News & Research

bioRxiv

Transcription initiation profiling defines the regulatory logic of astrocyte gene regulation

# Summary for ACRS Investors I cannot provide a meaningful analysis of this research article because it appears to be a foundational genomics study on astrocyte gene regulation with no apparent connection to Aclaris Therapeutics' current pipeline or therapeutic focus areas (dermatology and immunology). **Why this matters:** Before investing time in analyzing academic research, confirm it's relevant to ACRS's business. This study would only be clinically/commercially material if: (1) Aclaris has undisclosed CNS programs, (2) astrocyte dysfunction is a novel target for their existing indications, or (3) they've partnered with the research authors. I'd recommend verifying the connection through company filings or investor relations before proceeding with analysis.

May 4, 2026

bioRxiv

Histone H3K27 methylation states are sequentially catalyzed in cycling cells

# Investment Summary - ACRS Research Relevance **Unable to provide targeted analysis:** This basic epigenetics research on histone H3K27 methylation timing in cell cycles appears to be foundational science with no direct connection to Aclaris Therapeutics' clinical pipeline (which focuses on dermatology and immunology treatments like roflumilast and JAK inhibitors). **Relevance assessment:** Unless Aclaris has undisclosed programs targeting epigenetic mechanisms or has licensed this technology, this publication has minimal direct commercial implications for the company. Investors should focus on tracking ACRS's ongoing Phase 2/3 trials in atopic dermatitis, alopecia, and other skin conditions for material business developments. *Recommendation: Clarify if this article relates to a specific ACRS program before weighting it in investment thesis.*

May 4, 2026

bioRxiv

Probing RNA-protein interactions in the early mouse embryo

# Research Summary: RNA-Protein Interactions in Early Embryos **Investment Relevance: Low Direct Impact** This basic research paper on RNA-protein interactions in early mouse development does not appear directly relevant to Aclaris Therapeutics' pipeline. Aclaris focuses on dermatology (acne, rosacea) and systemic sclerosis treatments; this embryology research lacks clear application to their clinical programs or commercial strategy. **Bottom Line:** While foundational molecular biology work has eventual broad applications, investors tracking ACRS should prioritize updates on their lead compounds (retinoid-based therapies, immunomodulators) and Phase 2/3 trial data rather than early-stage mechanistic research in unrelated biology domains.

May 4, 2026

bioRxiv

Dietary serine protects the retinal pigmented epithelium by blunting reactive oxygen species in dry age-related macular degeneration

# Investment Summary: ACRS Dry AMD Research **Clinical Relevance:** This research demonstrates a potential dietary/metabolic intervention (serine supplementation) that may reduce oxidative stress in dry age-related macular degeneration (AMD), a large market indication where Aclaris is developing topical therapies. If validated in clinical trials, such findings could inform combination treatment strategies or patient stratification approaches for AMD therapeutics. **Commercial Implication:** The discovery of a modifiable dietary factor affecting AMD pathology could either complement Aclaris's pipeline (broadening the addressable patient population) or create competitive pressure if oral serine supplementation proves therapeutically sufficient, potentially reducing demand for pharmaceutical interventions in early-to-moderate disease stages. **Investment Note:** As a preprint, these findings require peer review and clinical validation before impacting Aclaris's competitive position. Monitor for any licensing partnerships or clinical trial design changes that

May 4, 2026

bioRxiv

Protein Synthesis Profiling Enables In Vivo Capture of Ribosome-Associated mRNAs in Yeast

I don't have access to the specific content of this bioRxiv article from May 2026, so I cannot provide an accurate summary of its findings or their relevance to ACRS. To give you a meaningful investment analysis, I would need either: - The article's abstract and key findings - Information on whether ACRS has disclosed use of this ribosome profiling technology - Details on how this research relates to ACRS's pipeline or platform If you can share the abstract or key results, I can assess the potential clinical/commercial implications for Aclaris's business. Alternatively, if you're tracking a general ribosome profiling advance, I'd note that such methodology papers typically have broad research applications rather than company-specific impacts unless an explicit partnership or technology licensing exists.

May 4, 2026

Aclaris Therapeutics Inc.

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