AC Immune (ACIU) investor relations material

Pipeline overview and strategic focus

• Pipeline includes three phase two active immunotherapy programs and a phase three diagnostic, with key assets partnered with major pharma companies and fast-track FDA designations.

• Precision medicine and prevention in neurodegenerative diseases are central, targeting both symptomatic and at-risk populations globally.

• Platforms include super antigen technology for immunotherapy and Morphomer for small molecules, validated by clinical and business development milestones.

• Over $430 million generated from partnerships, with potential for over $4 billion in future milestones and royalties; cash runway extends to Q3 2027.

• Investment is accelerating in precision medicine and complementary small molecule programs targeting key neurodegenerative pathways.

Scientific and clinical program highlights

• Small molecule programs target intracellular misfolded proteins, showing strong brain penetration and specificity, with oral administration for broad applicability.

• Tau Morphomer 664 reduced tau pathology and neurotoxicity by over 50% in aggressive mouse models, indicating preventive potential for Alzheimer's disease.

• NLRP3 inhibitors demonstrated high potency, safety, and brain penetration, with significant reductions in neuroinflammation and neurotoxicity markers in preclinical models.

• Lead NLRP3 molecule showed over 40% reduction in microglial and 80% in astrocyte activation, supporting disease-modifying potential in Alzheimer's pathology.

• DIO model data confirmed high inhibition and specificity of NLRP3 pathway, reinforcing the molecule's consistency across models.

Milestones and upcoming catalysts

• No changes to milestone expectations; phase two ABATE trial with Takeda to release 12-month data in December, with further cohort updates planned.

• Wholly owned ACI-7104 (alpha-synuclein immunotherapy) to report immunogenicity, biomarker, pharmacodynamic, and clinical outcome data by year-end.

• IND/CTA submissions for small molecule clinical leads to begin by December, with clinical trials starting early next year.

• Alpha-synuclein and TDP-43 tracers in clinical development, with data expected by year-end.

• 12-month data from 34-patient cohort for ACI-7104 showed excellent immunogenicity and safety, with anticipated clinical readouts and potential for phase three transition.