New York, June 1, 2026, 16:03 (EDT)
- Aclaris shares slipped roughly 2.7% to $4.43 late Monday, trailing the two main biotech funds.
- The latest release from the company went out May 28. CEO Neal Walker is set to appear at Jefferies on June 4.
- The next big events for the stock are clinical. ATI-052 proof-of-concept results and bosakitug Phase 2 atopic dermatitis data are both expected later this year.
Aclaris Therapeutics dropped 12.5 cents to $4.43 late Monday, underperforming broad biotech indexes after little recent news from the drugmaker. The SPDR S&P Biotech ETF (XBI) lost 1.9%. The iShares Nasdaq Biotechnology ETF (IBB) slid 1.4%. An ETF is a basket of securities trading like a single stock.
Aclaris’ next shot with investors is coming up. The Wayne, Pennsylvania company said CEO Dr. Neal Walker and other executives will take part in a fireside chat at the Jefferies Global Healthcare Conference in New York on Thursday at 2 p.m. ET. Its investor-relations site hasn’t posted anything newer than the May 28 release.
Aclaris is still a readout name for most investors. In May, the company said it expects to get top-line data from two Phase 1b proof-of-concept trials of ATI-052 for asthma and atopic dermatitis in the second half of 2026. Phase 1b trials are early-stage patient studies looking at safety and early effect signals.
Aclaris CEO Walker said the company had made “great progress” and mentioned “expected milestones” coming up later this year, such as readouts from ATI-052 and bosakitug. ATI-052 is a bispecific antibody aimed at two immune targets, TSLP and IL-4Rα. TSLP is a signaling protein tied to allergic inflammation. Aclaris Therapeutics, Inc.
Aclaris is set to launch a Phase 2b program for ATI-052 in asthma in the fourth quarter. The Phase 2b trial, a mid-stage study, will focus on dose and efficacy ahead of later-stage trials.
Bosakitug, one of Aclaris’ drugs, is being tested in a 109-patient Phase 2 trial for atopic dermatitis. Top-line data are expected in the fourth quarter. Chief Medical Officer Dr. Jesse Hall said in March that bosakitug may “maximize TSLP inhibition” in skin, but that has not yet been shown in the placebo arm. GlobeNewswire
The field is crowded. Eczema, or atopic dermatitis, already has approved biologics including Sanofi and Regeneron’s Dupixent and Eli Lilly’s Ebglyss. Apogee Therapeutics also landed up to $1.3 billion last week from Blackstone to push its own eczema drug through mid-stage trials.
Analysts are watching the name. Aclaris has coverage from Jefferies, Piper Sandler, H.C. Wainwright, Oppenheimer and Guggenheim. Fintel data show the average one-year price target moved to $9.64 in mid-May. These targets are analyst estimates, not guarantees, of where the stock could trade.
Aclaris is blunt about risk. In its quarterly report, the company said drug development is “highly uncertain,” flagged the chance of bad or surprising trial results, and said more capital will be needed to keep up work on new candidates. Shares could drop fast on weak data, setbacks, or if funding dries up. SEC
Aclaris said it had $190.8 million in cash, cash equivalents and marketable securities at March 31, enough to fund operations until the end of 2028. The company’s net loss for the first quarter widened to $19.8 million from $15.1 million last year as it increased research and development expenses.
U.S. markets were open Monday with normal hours; it wasn’t a holiday. NYSE core trading was 9:30 a.m. to 4 p.m. ET. Nasdaq’s 2026 holiday calendar puts the next closure on June 19 for Juneteenth.
