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Aclaris Therapeutics (ACRS) investor relations material
Aclaris Therapeutics Piper Sandler 37th Annual Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and pipeline focus
Focuses on both large and small molecule therapeutics, leveraging expertise from large pharma and a robust discovery platform.
Three clinical-stage assets: ATI-O52 (IL-4/TSLP bispecific), TSLP mAb for atopic dermatitis, and ATI-2138 (ITK JAK3 oral inhibitor).
Next-generation ITK programs expected to enter clinical stage by late 2026.
Cash runway extends into Q3 2028 with $167 million on hand, maintaining efficient capital use.
Pipeline sequencing allows for modest cash burn of $10–13 million per quarter.
Clinical program updates and timelines
TSLP mAb phase II study in moderate-to-severe atopic dermatitis to report data in the second half of 2026.
IL-4/TSLP bispecific antibody in phase I SAD/MAD, with MAD cohort completion expected soon and data in early 2025.
Proof-of-concept phase II studies for the bispecific in atopic dermatitis and asthma planned, with data expected by end of 2026.
ATI-2138 to begin a lead indication study in early 2025, focusing initially on lichen planus.
Next-gen ITK program aims for IND submission and clinical entry by end of 2026.
Study design and differentiation strategies
TSLP mAb program emphasizes high potency (70x more potent than Tezspire) and improved skin penetration.
Central photography and dual dermatologist review at baseline to ensure accurate patient selection and minimize placebo effect.
Investigator consistency maintained for primary endpoint assessment to reduce inter-rater variability.
Phase II lichen planus study will enroll 70–80 patients with placebo control and a week 16 IGA-like primary endpoint.
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