AC Immune (ACIU) Investor presentation summary

Portfolio and strategic position

• Focused neurodegeneration pipeline spans active immunotherapies, intracellular small molecules and diagnostic tracers; pharma collaborations include Takeda, Janssen, Lilly and LANTHEUS.

• Partnering strategy has generated >CHF 4.3B in potential milestone payments; historical deal table reports CHF 4.75B total value and CHF 255.2M in upfront payments.

• Cash resources were CHF 75.4M as of June 30, 2026; 102.5M shares outstanding as of June 3, 2026, excluding treasury shares.

ACI-7104 VacSYn Phase 2

• Part 1 randomized 34 patients with early Parkinson’s disease; primary safety, tolerability and immunogenicity endpoints were met, and all patients developed anti-PD01 antibodies after three immunizations.

• Robust antibody penetration into CSF was observed in all subjects; mean CSF antibody levels were an order of magnitude higher after dose six than dose three.

• Exploratory analysis found a potential association between higher antibody levels and lower MDS-UPDRS III score change at week 74 (Spearman rho -0.543; p=0.037; N=15).

• DSMB recommended continuation without modification; most common AEs were transient, generally mild injection-site reactions (55.9%), fatigue, headache and nasopharyngitis (11.8% each).

• Part 2 is designed for ~250 patients, with 24-month treatment and enhanced clinical, digital motor-function and MRI measures; protocol discussion with FDA under Fast Track planned for early 2027.

Other clinical programs

• ACI-24’s ABATE adaptive Phase 1b/2 study evaluates dose regimens in Alzheimer’s disease and Down syndrome, including safety, immunogenicity, Abeta PET and exploratory biomarkers.

• ACI-35 (JNJ-2056) Phase 2 Retain 2 targets preclinical Alzheimer’s disease in ~60 participants, with tau-PET and cognitive assessments over up to 24 months.

• ACI-19764 NLRP3 inhibitor showed dose-dependent IL-1beta inhibition in human whole blood, CSF exposure, and pharmacokinetic concentrations above IC90 at doses ≤10 mg/day in Phase 1 findings.