AC Immune (ACIU) Investor Presentation summary

Strategic focus and corporate overview

• Pioneering precision medicine for neurodegenerative diseases with a diverse, balanced pipeline and leadership in active immunotherapy.

• Over CHF 4 billion in potential milestones from strategic partnerships with major pharma companies.

• Cash reserves of CHF 182.5 million and funding runway into 2027 support continued innovation.

• Approximately 150 employees based in Lausanne, Switzerland, and listed on NASDAQ since 2016.

Pipeline and technology platforms

• Broad pipeline includes wholly-owned and partnered assets targeting Alzheimer's, Parkinson's, ALS, and other neurodegenerative diseases.

• Proprietary SupraAntigen® and Morphomer® platforms drive sustained growth and innovation.

• Multiple clinical-stage active immunotherapies, including ACI-24.060 (Abeta, partnered with Takeda), ACI-35.030 (pTau, partnered with Janssen), and ACI-7104.056 (a-syn, wholly-owned).

• Diagnostics and PET tracers developed for early detection and precision targeting.

Financial position and partnerships

• Strong balance sheet with CHF 182.5 million in cash and annual cash burn guidance of CHF 65–75 million.

• Landmark deal with Takeda for ACI-24.060 includes $100 million upfront, up to $2.1 billion in milestones, and royalties in the mid-to-high teens.

• Total potential milestone payments from all deals exceed CHF 4.3 billion.

• Strategy focuses on optimizing value-to-risk ratio and retaining significant upside from unpartnered assets.