Aclaris Therapeutics, Inc. (ACRS)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$6.17+3.70%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · ACRS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 623.5% |
| Our one-year growth estimate | diamond | -23.4% |
Growth built into the price is above our model estimate.
The price assumes 646.9 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
ACRS — earnings miss
Dated 2026-02-26
and Exhibit 99.1 hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “ Exchange Act ”), or otherwise subject to the liability of that section, nor shall it be deemed incorporated by reference in any of the Registrant’s filings under the Securities Act of 1933, as amended, or the Exchange Act, whether made before or after the date hereof, regardless of any incorporation language in such a filing, except as expressly set forth by…
Why it matters: Updates on cash runway will show if Aclaris can fund its work and plans. This is key for investor trust.
Watch forAclaris says it has enough cash to keep running until 2028 without more money.
Also watch forAclaris warns of possible cash shortfalls or need for more funding before 2028.
Why it matters: The trial results will show how well bosakitug works for atopic dermatitis. Good results could help Aclaris in the market.
Supportive ifThe Phase 2 trial results of bosakitug show clear improvement. This is for patients with atopic dermatitis.
Worry ifThe Phase 2 trial results of bosakitug show no clear improvement. This is for patients with atopic dermatitis.
Why it matters: Funding is essential for Aclaris to continue its operations and trials. It affects their long-term plans.
Supportive ifAclaris has a new funding round or partnership. This will help them operate until 2028.
Worry ifThere are no funding announcements. There are also no signs of financial trouble.
Why it matters: Starting this trial will show Aclaris' progress in treating lichen planus. This could attract interest from investors and partners.
Supportive ifAclaris announces the start of the Phase 2b trial for ATI-2138 in lichen planus.
Worry ifAclaris delays or cancels the Phase 2b trial for ATI-2138.
Why it matters: Funding is key for Aclaris to keep running and support drug development. Any news on funding can affect stability.
Worry ifNew funding or partnerships are announced. They will help operations until 2028.
Less concerning ifNo updates on funding or signs of financial trouble.
Why it matters: This data shows how well Aclaris' treatments work. It may affect future funding and operations.
Watch forTrial data shows it works well.
Also watch forNegative top line data showing poor results from the trials.
Why it matters: Starting this trial will show Aclaris's commitment to advancing ATI-052 for asthma and atopic dermatitis. It is a key step in the drug's development.
Supportive ifAclaris starts the Phase 2b trial for ATI-052. This trial is for asthma and atopic dermatitis.
Worry ifAclaris delays the start of the Phase 2b trial for ATI-052 beyond Q4 2026.
Why it matters: Filing for ATI-9494 will show Aclaris's progress in developing this new treatment. It could attract interest from investors and partners.
Supportive ifAclaris files an IND for ATI-9494 by the end of 2026.
Worry ifAclaris delays the IND filing for ATI-9494 beyond 2026.
Why it matters: This trial's start is crucial for modzatinib's development in treating lichen planus. It could open new revenue streams for Aclaris.
Supportive ifAclaris has started the Phase 2b trial for modzatinib in lichen planus.
Worry ifAclaris delays the start of the Phase 2b trial for modzatinib beyond Q4 2026.
Why it matters: These results will show if ATI-052 is effective in treating these conditions. Positive results could support its market potential.
Supportive ifThe Phase 1b trials show better results for asthma and atopic dermatitis symptoms.
Worry ifThe results show no clear improvement or bad outcomes in the trials.
Why it matters: These results will show how well ATI-052 works in asthma and atopic dermatitis. Positive results could support its potential as a best-in-class treatment.
Supportive ifThe Phase 1b trials of ATI-052 show better results than placebo.
Worry ifThe Phase 1b trials of ATI-052 show no better results than placebo.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$213 on $10,000 · ±2.1% | How much price usually moves either way. |
| Bad day | $594 loss on $10,000 · 5.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,664 loss on $10,000 · 36.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.