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Aclaris Therapeutics (ACRS) investor relations material

Aclaris Therapeutics Jefferies London Healthcare Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Jefferies London Healthcare Conference 2025 summary17 Nov, 2025

Pipeline overview and strategic focus

  • Four clinical-stage assets expected by 2026, including both small molecules and biologics.

  • Lead small molecule (2138) showed positive data in atopic dermatitis; next-gen ITK inhibitor to enter IND in late 2026.

  • Biologics pipeline centers on TSLP MAB (045) and a bispecific TSLP/IL4R antibody, both targeting atopic dermatitis and respiratory diseases.

  • Bispecific antibody is progressing through SAD/MAD studies, with data expected in early 2026.

  • Preclinical asset to advance to IND in 2026, expanding clinical portfolio.

Clinical development and differentiation

  • TSLP antibody (045) demonstrates prolonged binding and high efficacy in early trials, with phase 2 data expected at end of 2026.

  • Ongoing placebo-controlled trial in moderate to severe atopic dermatitis aims to confirm differentiation.

  • Partner in China is running phase 3 studies in asthma and CRS with NP, and a phase 2 in COPD.

  • Study design includes dual dermatologist review to ensure accurate patient selection and minimize placebo effect.

  • Real moderate to severe AD patients are being enrolled to enhance trial integrity.

Bispecific antibody and strategic positioning

  • Bispecific TSLP/IL4R antibody shows greater potency than current standards in ex vivo assays.

  • Data from SAD/MAD in healthy volunteers expected first, followed by phase 1b in asthma and atopic dermatitis.

  • Both phase 1b studies are placebo-controlled, focusing on safety, PK, and efficacy endpoints.

  • Potential to address unmet needs in refractory diseases and expand into pediatric populations.

  • Strategic decision on advancing assets in AD will depend on comparative data and market needs.

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Frequently asked questions

Aclaris Therapeutics Inc. is a clinical-stage biopharmaceutical company primarily engaged in the development of novel drug candidates for immuno-inflammatory diseases. Leveraging its core expertise in drug discovery, development, and kinase inhibition, Aclaris focuses on creating small molecule therapies for people affected by underserved immuno-inflammatory conditions. Its proprietary KINect® technology platform enables the development of clinical candidates targeting challenging kinases with novel approaches. Additionally, Aclaris operates Confluence Discovery Technologies, Inc., a full-service drug discovery and early development contract research organization. This subsidiary offers research partnership services across therapeutic areas and gene families, with expertise in a range of scientific disciplines including cell and molecular biology, biochemistry, enzymology, and immunology. he company is headquartered in Wayne, Pennsylvania, and its shares are listed on the Nasdaq.

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