Aclaris Therapeutics Inc.

ACRS

Held by 7 specialist biotech funds

High Convergence

7 funds opened new positions. Next phase2 readout (ATI-045): Aug 2026. Short interest: 7.3% of float.

BiotechnologyCEO: Neal S. WalkerIPO: 2015Website ↗

Aclaris Therapeutics, Inc., a biopharmaceutical firm operating in the United States, is currently in the clinical development phase, focused on creating novel therapeutic agents for various immune-inflammatory conditions. The company's operations are divided into two primary divisions: the Therapeutics segment, dedicated to discovering and progressing innovative treatments to address crucial unmet needs in immuno-inflammatory disorders; and the Contract Research segment, which delivers specialized laboratory services. The company's pipeline features several investigational compounds. Among these is Zunsemetinib, an MK2 inhibitor, being developed to treat moderate to severe cases of rheumatoid arthritis, psoriatic arthritis, and hidradenitis suppurativa. Another significant candidate is ATI-1777, a soft JAK 1/3 inhibitor, intended for the management of moderate to severe atopic dermatitis. Additionally, Aclaris is advancing ATI-2138, an ITK/TXK/JAK3 inhibitor, as a potential intervention for T cell-mediated autoimmune diseases; a Gut-Biased Program targeting inflammatory bowel disease; and ATI-2231, an MK2 inhibitor, for the treatment of pancreatic and metastatic breast cancer. Established in 2012, Aclaris Therapeutics, Inc. has its corporate headquarters situated in Wayne, Pennsylvania.

Catalysts

Phase 2Q1 2015A-101Seborrheic KeratosisNCT02260180

Phase 2Q3 2016A-101 Solution 40Common WartsNCT02669862

Primary: Efficacy Based on Mean Change in Physician Wart Assessment Over Time (57 Days)Enrollment:98/98Sites: 1RANDOMIZED, DOUBLE, TREATMENT

Phase 3Q4 2016A-101 SolutionSeborrheic KeratosisNCT02667288

Primary: Proportion of Subjects With Lesion Clearance (Study day 148)Enrollment:147/147Sites: 1NA, TREATMENT

Phase 3Q4 2016A-101 SolutionSeborrheic KeratosisNCT02667236

Phase 2Q1 2018A-101Seborrheic KeratosisNCT03148691

Phase 2Q1 2018A-101 Topical SolutionCommon WartNCT03210337

Primary: Mean Change in Physician's Wart Assessment Score From Baseline to Day 57 (Day 57)Enrollment:157/157Sites: 17RANDOMIZED, DOUBLE, TREATMENT

Phase 2Q1 2019A-101 Topical Solution 40%Dermatosis Papulosa NigraNCT03224598

Primary: Physician's DPN Lesions Assessment (Day 106)Enrollment:39/39Sites: 2RANDOMIZED, TREATMENT

Phase 2NegativeQ2 2019ATI-50002 high doseAlopecia AreataNCT03354637

Primary: Percent Change From Baseline in the Severity of Alopecia Tool Score at Week 24 (Baseline - Week 24)Enrollment:129/129Sites: 23RANDOMIZED, DOUBLE, TREATMENT

Phase 3Q2 2019ActiveCommon WartNCT03691831

Primary: The Primary Efficacy Endpoint is the Number of Subjects Whose Identified Common Warts Are Determined to be Clear on the PWA Scale (PWA=0) at Visit 10 (Day 60) (Day 60)Enrollment:502/502Sites: 24RANDOMIZED, QUADRUPLE, TREATMENT

Phase 2Q2 2019ATI-502Atopic DermatitisNCT03585296

Primary: Number of Subjects withTreatment-Emergent Adverse Events (Safety and Tolerability) (8 weeks)Enrollment:22/22Sites: 6NA, TREATMENT

Phase 2Q2 2019ATI-501 400mg BID (Low dose)AlopeciaNCT03594227

Phase 3Q2 2019A-101Common WartNCT03687372

Phase 2Q4 2023ATI-1777 2.0% w/wAtopic DermatitisNCT05432596

Phase 2NegativeQ4 2023ATI-450Psoriatic ArthritisNCT05511519

Phase 2Q3 2026ATI-045Atopic Dermatitis, Atopic, DermatitisNCT07011706

Phase 2May 31, 2032ZumsemetinibHormone Receptor Positive HER-2 Negative Metastatic Breast CancerNCT06374459

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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