View ValuationAC Immune 将来の成長Future 基準チェック /56AC Immuneは、63.3%と30.7%でそれぞれ年率63.3%で利益と収益が成長すると予測される一方、EPSはgrowで62.3%年率。主要情報63.3%収益成長率62.29%EPS成長率Biotechs 収益成長25.2%収益成長率30.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日04 May 2026今後の成長に関する最新情報Major Estimate Revision • May 20Consensus revenue estimates increase by 299%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from CHF8.33m to CHF33.2m. Forecast losses expected to reduce from -CHF0.659 to -CHF0.445 per share. Biotechs industry in the US expected to see average net income decline 11% next year. Consensus price target up from US$10.38 to US$10.99. Share price fell 3.6% to US$3.18 over the past week.Breakeven Date Change • May 15Forecast to breakeven in 2025The 3 analysts covering AC Immune expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 15% to 2024. The company is expected to make a profit of CHF7.01m in 2025. Average annual earnings growth of 54% is required to achieve expected profit on schedule.Major Estimate Revision • Mar 21Consensus revenue estimates fall by 55%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CHF27.7m to CHF12.5m. Forecast losses increased from -CHF0.503 to -CHF0.638 per share. Biotechs industry in the US expected to see average net income decline 8.5% next year. Consensus price target broadly unchanged at US$10.42. Share price fell 5.4% to US$3.15 over the past week.Major Estimate Revision • Jan 31Consensus revenue estimates fall by 57%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CHF23.4m to CHF10.0m. Forecast losses increased from -CHF0.588 to -CHF0.708 per share. Biotechs industry in the US expected to see average net income growth of 11% next year. Consensus price target broadly unchanged at US$10.73. Share price fell 21% to US$3.25 over the past week.Major Estimate Revision • Nov 15Consensus revenue estimates fall by 58%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CHF55.0m to CHF22.8m. Forecast losses increased from -CHF0.25 to -CHF0.608 per share. Biotechs industry in the US expected to see average net income growth of 5.7% next year. Consensus price target up from US$10.09 to US$10.33. Share price rose 8.8% to US$2.96 over the past week.Major Estimate Revision • Dec 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CHF4.99m to CHF5.59m. EPS estimate fell from -CHF0.86 to -CHF0.88 per share. Biotechs industry in the US expected to see average net income decline 81% next year. Consensus price target up from US$10.77 to US$11.06. Share price fell 21% to US$1.74 over the past week.すべての更新を表示Recent updatesお知らせ • May 17AC Immune SA Announces Retirement of Andrea Pfeifer as CEOThe Davos Alzheimer’s Collaborative congratulates DAC member and dear colleague Dr Andrea Pfeifer, who is retiring as CEO of AC Immune, on her distinguished career and contributions to advancing global policies, disease-modifying therapies, and precision prevention of Alzheimer’s disease (AD) and other neurodegenerative diseases. Dr Pfeifer has played a leading role in defining global clinical development strategies linked to the prevention and disease modification of both Alzheimer’s and Parkinson’s diseases. She co-founded AC Immune in 2003 as CEO and has provided 23 years of visionary leadership, shaping the company into a resilient, innovation-driven, pioneering clinical-stage biopharmaceutical company developing precision therapeutics for neurodegenerative diseases. She remains a key member of DAC and the Global CEO Initiative on Alzheimer’s Disease (CEOi) and is Co-founder and Chairwoman of the Global BHP BrainTrust, which is focused on prevention and women’s brain health.お知らせ • May 14AC Immune SA, Annual General Meeting, Jun 11, 2026AC Immune SA, Annual General Meeting, Jun 11, 2026.お知らせ • May 13AC Immune SA Announces Executive ChangesAC Immune SA announces that Co-founder and CEO, Dr Andrea Pfeifer, to retire after a distinguished 23-year tenure. Dr Andrea Pfeifer will be engaged as an Advisor to facilitate the transition and will be appointed as Honorary Chair of the Board of Directors and Co-Chair of the Scientific Advisory Board. Dr Pfeifer co-founded AC Immune SA in 2003 as CEO and has shaped the company into a resilient, innovation-driven, pioneering clinical-stage biopharmaceutical company developing precision therapeutics for neurodegenerative diseases. Dr Pfeifer listed the company on the Nasdaq stock exchange in 2016. She has been widely recognized for her leadership in defining global clinical development strategies linked to the prevention and disease modification of both Alzheimer’s and Parkinson’s diseases.お知らせ • May 02AC Immune SA Initiates Final Cohort in Ongoing Phase 1b/2 ABATE Trial of Anti-Abeta Active Immunotherapy to Treat Alzheimer's DiseaseAC Immune SA dosed the first patients in Cohort AD4 in the ongoing Phase 1b/2 ABATE trial. Treatment of first patient in Cohort AD4 in ABATE trial triggers $12 million milestone payment. ABATE is assessing ACI-24 in subjects with prodromal AD and in adults with Down syndrome (DS). AD4 includes subjects with prodromal AD. ACI-24 is an anti-Abeta active immunotherapy candidate designed to induce a robust antibody response against the toxic forms of Abeta believed to drive plaque formation and AD progression. By inducing plaque clearance and efficiently inhibiting plaque formation in the brain, ACI-24 has the potential to delay or slow AD progression. ACI-24 is being investigated in the ongoing ABATE randomized, double-blind, placebo-controlled Phase 1b/2 trial to assess its safety, tolerability, immunogenicity and pharmacodynamic effects. Data so far show that ACI-24 is generally safe and well tolerated, and that it has generated anti-Abeta antibody responses at all tested doses. Cohorts AD1, AD2 and AD3 enrolled a total of 74 patients who received ACI-24 at escalating dose levels. The 12-month data readouts from Cohorts AD1, AD2 and AD3 are expected later in Second Quarter 2026. Cohort AD4 will include an initial group of 36 patients treated for 12 months, with follow-up of 6 months, significantly expanding the safety and biomarker efficacy data set. A subsequent expansion of the AD4 cohort could potentially see the total number of subjects reach approximately 112 patients. AC Immune is responsible for conducting the ABATE trial. Following the potential option exercise, Takeda would conduct and fund all further clinical development and be responsible for all global regulatory activities as well as worldwide commercialization. Under the terms of the agreement with Takeda, AC Immune received an upfront payment of $100 million and is eligible to receive an option exercise fee and additional potential development, commercial and sales-based milestones of up to approximately $2,100 million, if all related milestones are achieved over the course of the agreement. Upon commercialization, AC Immune will be entitled to receive tiered double-digit royalties on worldwide net sales. The ABATE randomized, double-blind, placebo-controlled Phase 1b/2 trial of ACI-24 for treatment of Alzheimer’s disease (AD) continues fully blinded (NCT05462106). Enrolled patients are required to have a diagnosis of prodromal AD: MCI due to AD according to the National Institute on Aging Alzheimer’s Association (NIA-AA) criteria, and a PET scan at screening must be consistent with the presence of amyloid pathology. Patients will be randomized to one of several doses of ACI-24 or placebo. Following multiple data safety monitoring board (DSMB) reviews, no safety concerns have been raised to date, consistent with previous results. Very encouraging immunogenicity has been shown with clear evidence of anti-Abeta antibody responses against toxic Abeta species observed in the blinded data.お知らせ • Mar 20Ac Immune Sa Presents First in Vivo Images of Brain Tdp-43 Pathology from Phase 1 Trial of Pet Tracer Aci-19626AC Immune SA, a clinical-stage biopharmaceutical company pioneering precision therapeutics for neurodegenerative diseases, announced the presentation of Phase 1 data including the first in vivo images of TDP-43 pathology in the human brain, detected using its first-in-class positron emission tomography (PET) tracer ACI-19626, at the International Conference on Alzheimer’s and Parkinson’s Disease (AD/PD 2026). Initial data from the Phase 1 trial support ACI-19626’s potential to detect pathological TDP-43 in the brains of patients with TDP-43 proteinopathies, enabling a precision medicine approach to multiple neurodegenerative diseases. Specifically, PET scans with ACI-19626 showed that tracer uptake was significantly higher in key regions of the brain in patients with frontotemporal dementia (FTD) due to mutated C9orf72 than in the brains of healthy subjects. Regions with higher tracer uptake included subcortical and cortical regions of the brain where TDP-43 pathology is expected based on post-mortem neuropathology studies. ACI-19626 showed good safety and tolerability, a dosimetry profile within accepted limits, and rapid brain uptake and washout, indicating a pharmacokinetic (PK) profile suitable for human brain imaging and potentially pharmacodynamic analysis of therapeutics targeting TDP-43 pathology. TDP-43 is the main component in inclusions found in the brains of people with FTD, amyotrophic lateral sclerosis (ALS) and limbic-predominant age-related TDP-43 encephalopathy (LATE), as well as a co-pathology in Alzheimer’s disease (AD) and Parkinson’s disease (PD). These conditions share many of the same clinical signs and symptoms, making differential diagnosis a difficult and lengthy process in the absence of reliable biomarkers. The Phase 1, first-in-human trial (Clinicaltrials.gov: NCT06891716) is in two parts. Part 1 is investigating ACI-19626 in healthy volunteers and patients with genetic FTD and is expected to be completed in First Half 2026. The Part 2 expansion may include up to 30 patients with FTD, ALS or LATE. Exploration of ACI-19626 binding in additional patient populations including ALS is ongoing.お知らせ • Feb 25AC Immune Initiates Phase 1 Clinical Trial of NLRP3 InhibitorAC Immune SA announced that the first participant has been dosed in a Phase 1 clinical trial of ACI-19764, an orally administered small molecule inhibitor of the NLRP3 inflammasome. Targeting the NLRP3 inflammaome provides an opportunity to reduce the chronic inflammation thought to be associated with disease progression in multiple inflammatory disorders, metabolic diseases, and neurological diseases, including Alzheimer's disease (AD), Parkinson's disease (PD), amyotrophic lateral sclerosis (ALS) and frontotemporal dementia. The Phase 1 trial will investigate the safety, tolerability, pharmacokinetics, and pharmacodynamics of ACI-19764 in healthy volunteers. The study is dividend into two parts. Part A will evaluate single ascending doses while Part B will examine multiple ascending doses. The trial is being conducted in Europe. Primary outcome measures include the safety and tolerability of ACI-19764., as well as its pharmacokinetics in plasma and cerebrospinal fluid. A secondary outcome measure will assess target engagement (inhibition of IL-1) and exploratory endpoints will include the influence of ACI-19764 on fluid biomarkers of the immune system, among others. Initial data from the Phase 1 trial are expected in the second half of 2026. ACI-19764 has demonstrated a highly competitive profile in extensive preclinical studies, with optimal brain penetrant in animal models, high potency and selectivity in assays including whole human blood and in several in vivo models, and an excellent safety and tolerability profile. In a mouse model of diet-induced obesity (DIO), ACI-19764 showed excellent weight control both alone and in combination with semaglutide, as well as reductions in activation of both microglia and astrocytes. These preclinical data position ACI-19764 competitively among the best-in-class NLRP3 inhibitors for CNS indications. ACI-19764 is an orally available, highly brain penetrant, small molecule drug candidate which specifically inhibits the NLRP3 inhibitor.お知らせ • Feb 18AC Immune SA to Report Q4, 2025 Results on Mar 12, 2026AC Immune SA announced that they will report Q4, 2025 results on Mar 12, 2026Seeking Alpha • Dec 15AC Immune: Maintaining 'Buy' Rating On Next Steps For ACI-7104.056 Development In PDSummary AC Immune receives a "Buy" rating, driven by positive phase 2 VacSYn trial results for ACI-7104.056 in early Parkinson's Disease. AC Immune is advancing ACI-7104.056, with upcoming FDA discussions to potentially establish a registration study as a key value-driving catalyst. The company benefits from a robust pipeline, including partnerships with Takeda and Johnson & Johnson, and significant milestone opportunities. Final data from Part 1 of the VacSYn trial is expected mid-2026, providing further clinical and regulatory catalysts. Read the full article on Seeking Alphaお知らせ • Oct 29AC Immune SA Announces Advisory Board ChangesAC Immune SA announced the appointment of Prof. Catherine Mummery, a deeply experienced neurologist and expert in dementia clinical trials, as Chairwoman of its Clinical Advisory Board (CAB). Prof. Mummery leads the cognitive disorders service at the UKs National Hospital for Neurology and Neurosurgery (NHNN), where she has practiced as a consultant neurologist since 2004. She is head of novel therapeutics at the Dementia Research Centre at University College London (UCL), and deputy director for the Leonard Wolfson Experimental Neurology Centre at NHNN, a unit dedicated to early phase trials in neurodegeneration. She has been senior investigator on more than 20 early-stage studies of disease-modifying agents in dementias, including the first-ever clinical trial of a gene silencing therapy targeting Tau to treat Alzheimers disease, as well as trials of AC Immunes anti-pTau active immunotherapy candidate ACI-35.030 (JNJ-2056). The CAB provides AC Immune with strategic clinical development and regulatory advice and members are selected based on their expertise and peer recognition in the field of neurodegeneration. As well as Prof. Mummery, the CAB also includes: Dr. Reisa Sperling, Brigham and Women's Hospital and Massachusetts General Hospital, Boston (US); Dr. Murat Emre, Istanbul Faculty of Medicine, Istanbul University, Istanbul (Turkey); Dr. Lon Schneider, Keck School of Medicine of University of Southern California, Los Angeles, CA (US); Dr. Pierre Tariot, Banner Alzheimers Institute, Phoenix, AZ (US); and Dr. Juan Fortea, Hospital of Sant Pau, Barcelona (Spain). Dr. Kaj Blennow, the previous Chairman, is retiring from the CAB.お知らせ • Sep 25Ac Immune Sa Announces Results from Phase 1B/2A Trial of Anti-Ptau Active Immunotherapy from Ac Immune Sa Published in EbiomedicineAC Immune SA announced the peer-reviewed publication in eBioMedicine of results from the completed Phase 1b/2a trial of active immunotherapy ACI-35.030's (JNJ-2056) partnered with Janssen Pharmaceuticals Inc., a Johnson & Johnson company. ACI-35.030 generated a rapid, robust and durable polyclonal response against pathological forms of Tau including phosphorylated Tau (pTau) and brain-derived Tau (enriched paired helical filament, ePHF). There were no clinically relevant safety or tolerability observations for either ACI-35.030 or JACI-35.054. The publication is entitled "Safety and immunogenicity of two Tau-targeting active immunotherapies, ACI-35.030 and JACI-35. May4, in participants with early Alzheimer's disease: a Phase 1b/2a, multicentre, double-blind, randomized, placebo-controlled study" and reports the following key findings from the completed trial (NCT04445831): ACI-35.030 is based on AC Immune's proprietary SupraAntigen®? technology which anchors the pTau peptide in a liposome and also incorporates non-Tau T-cell epitopes and adjuvants. JACI-35.074 covalently linked the immunogen to the carrier protein CRM197 and was mixed with adjuvants. Both active immunotherapies used the same target pTau peptide sequence. ACI-35.03 (JNJ-64042056) is an investigational active immunotherapy designed using AC Immune's SupraAntigen®? platform. Its liposomal formulation incorporates a conformationally-constrained, membrane bound target peptide, phosphorylated Tau, in addition to adjuvants and non-Tau T-helper peptides. Immunization with ACI-35.030 has been shown in a recent Phase 1b/2a clinical trial to rapidly elicit antibodies after the first injection against extracellular pathological pTau in 100% of patients with early Alzheimer's disease. Importantly, the antibody response was observed at all tested doses and induced a rapid and sustained response against pathological Tau, while requiring less frequent dosing to maintain titers as compared to monoclonal antibodies. Safety and rapid, durable responses are key advantages of active immunotherapies, which make them particularly well suited to the long-term treatment needed to achieve precision prevention.お知らせ • Jun 12AC Immune SA Announces Executive ChangesAC Immune SA announced with immediate effect Dr Günther Staffler, PhD, will be promoted to the interim role of Executive Vice President, Development, and will join the Executive Management Team. In this role he will oversee the development of AC Immune’s active immunotherapies including clinical activities. Dr Staffler joined AC Immune in 2021 from Affiris where he was Chief Technical Officer following senior roles in R&D. He has a strong background in immunotherapy having been responsible for progressing multiple programs from preclinical to clinical development in Central Nervous System indications working on targets including amyloid beta and a-synuclein. Prior to Affiris, he worked at biotech companies in Vienna including Biovertis and Intercell (now vaccine specialist, Valneva). Dr Staffler completed his doctoral thesis in immunology at the Medical University of Vienna. Dr Anke Post, MD, currently Chief Medical Officer, will leave the Company with immediate effect. We thank her for her contributions and wish her well in her future endeavors.分析記事 • Jun 11AC Immune SA (NASDAQ:ACIU) Held Back By Insufficient Growth Even After Shares Climb 31%Those holding AC Immune SA ( NASDAQ:ACIU ) shares would be relieved that the share price has rebounded 31% in the last...お知らせ • May 20AC Immune SA, Annual General Meeting, Jun 19, 2025AC Immune SA, Annual General Meeting, Jun 19, 2025, at 14:00 W. Europe Standard Time. Location: epfl innovation park, building d, pluton conference room, 1015, lausanne Switzerland分析記事 • Apr 01Benign Growth For AC Immune SA (NASDAQ:ACIU) Underpins Stock's 26% PlummetAC Immune SA ( NASDAQ:ACIU ) shareholders that were waiting for something to happen have been dealt a blow with a 26...Seeking Alpha • Feb 19AC Immune: Leader In Dementia Therapies, A Space Littered With FailuresSummary AC Immune's pipeline includes promising Alzheimer's and Parkinson's therapies, with key collaborations with Takeda, Janssen, and Life Molecular Imaging, despite past failures. Financially, ACIU has a market cap of $271mn, a cash balance of $175mn, and a cash runway of 7-10 quarters. The dementia space is risky, with ACIU's assets lacking definitive data; cognitive and functional improvements are necessary per FDA guidelines. ACIU's partnerships with big pharma like JNJ and Takeda are promising, but more data is needed to derisk their programs. Read the full article on Seeking Alphaお知らせ • Nov 14Ac Immune Reports Positive Interim Results from Phase 2 Trial of Aci-7104.056 Active Immunotherapy in Early Parkinson’S DiseaseAC Immune SA announced positive interim safety and immunogenicity data from the Phase 2 VacSYn clinical trial evaluating ACI-7104.056, its wholly owned anti-alpha-synuclein (a-syn) active immunotherapy candidate, for the treatment of patients with early Parkinson’s disease (PD). VacSYn is an adaptive, placebo-controlled, and biomarker-based Phase 2 study in patients with early PD, consisting of two parts with a seamless transition. Part 1 includes initial analyses from over 30 patients randomized to receive ACI-7104.56 or placebo at a ratio of 3:1. To date, no clinically relevant safety issues have been reported other than transient injection site reactions (49%) and headaches (18%). Interim results show positive antibody responses were effectively induced against the target antigen at week 6 after 2 immunizations and were strongly boostable. Treatment with ACI-7104.056 induced an increase in anti-a-syn antibodies on average 16-fold higher than the placebo background level after three immunizations. Based on further interim results to be reported in H1 2025 including pharmacodynamic data, AC Immune may decide to initiate Part 2 of VacSYn with up to 150 patients. Patients from Part 2 will also be evaluated for progression of motor and non-motor symptoms of the disease, as well as digital, imaging, and fluid biomarkers. The aim is to establish early proof-of-concept and identification of disease-specific biomarkers for rapid transition into a pivotal study. ACI-7104.056 is an optimized formulation of its clinically validated anti-a-syn predecessor active immunotherapy which generated a target-specific antibody response against pathological oligomeric a-syn to inhibit spreading and downstream neurodegeneration in early Parkinson’s disease. The accumulation of alpha-synuclein protein aggregates has been shown to cause inflammatory stress in cells and contribute to the degeneration of neurons in the brain. It has been known to play a key role in the development of neurodegenerative diseases such as Parkinson’s Disease. Previous clinical studies showed the predecessor candidate produced a strong and boostable antibody response with evidence of target engagement and a signal of clinical efficacy.お知らせ • Aug 07AC Immune SA has filed a Follow-on Equity Offering in the amount of $80 million.AC Immune SA has filed a Follow-on Equity Offering in the amount of $80 million. Security Name: Common Shares Security Type: Common Stock Transaction Features: At the Market OfferingSeeking Alpha • Jul 26AC Immune: Takeda Partnership Brings Funds To Drive Pipeline ForwardSummary AC Immune SA's Takeda Pharmaceutical Company partnership brought in an upfront payment of $100 million, with the potential to earn up to $2.1 billion in milestone payments. Interim safety and immunogenicity data from the phase 2 ABATE trial using ACI-24.060 for the treatment of Down Syndrome patients with AD, expected 2nd half of 2024. The global Alzheimer's therapeutics market size is expected to surpass $8.18 billion by 2032. Interim safety and immunogenicity data from the phase 2 VacSYn trial, using ACI-7104.056 for the treatment of patients with Parkinson's Disease, is expected in the second half of 2024. Read the full article on Seeking Alpha分析記事 • Jun 15AC Immune (NASDAQ:ACIU) Is In A Strong Position To Grow Its BusinessWe can readily understand why investors are attracted to unprofitable companies. By way of example, AC Immune...分析記事 • Jun 15Shareholders Will Probably Hold Off On Increasing AC Immune SA's (NASDAQ:ACIU) CEO Compensation For The Time BeingKey Insights AC Immune will host its Annual General Meeting on 20th of June CEO Andrea Pfeifer's total compensation...分析記事 • May 24AC Immune SA's (NASDAQ:ACIU) 50% Share Price Surge Not Quite Adding UpAC Immune SA ( NASDAQ:ACIU ) shares have had a really impressive month, gaining 50% after a shaky period beforehand...お知らせ • May 24AC Immune SA, Annual General Meeting, Jun 20, 2024AC Immune SA, Annual General Meeting, Jun 20, 2024, at 14:30 W. Europe Standard Time. Location: epfl innovation park, building f, ground floor, confrence room luna, 1015, lausanne SwitzerlandNew Risk • May 22New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: CHF55m Forecast net loss in 3 years: CHF20m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (CHF20m net loss in 3 years). Share price has been volatile over the past 3 months (15% average weekly change). Shareholders have been diluted in the past year (21% increase in shares outstanding).Major Estimate Revision • May 20Consensus revenue estimates increase by 299%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from CHF8.33m to CHF33.2m. Forecast losses expected to reduce from -CHF0.659 to -CHF0.445 per share. Biotechs industry in the US expected to see average net income decline 11% next year. Consensus price target up from US$10.38 to US$10.99. Share price fell 3.6% to US$3.18 over the past week.Breakeven Date Change • May 15Forecast to breakeven in 2025The 3 analysts covering AC Immune expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 15% to 2024. The company is expected to make a profit of CHF7.01m in 2025. Average annual earnings growth of 54% is required to achieve expected profit on schedule.分析記事 • Apr 05AC Immune SA (NASDAQ:ACIU) May Have Run Too Fast Too Soon With Recent 30% Price PlummetThe AC Immune SA ( NASDAQ:ACIU ) share price has fared very poorly over the last month, falling by a substantial 30...Major Estimate Revision • Mar 21Consensus revenue estimates fall by 55%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CHF27.7m to CHF12.5m. Forecast losses increased from -CHF0.503 to -CHF0.638 per share. Biotechs industry in the US expected to see average net income decline 8.5% next year. Consensus price target broadly unchanged at US$10.42. Share price fell 5.4% to US$3.15 over the past week.分析記事 • Mar 15We Think AC Immune (NASDAQ:ACIU) Can Afford To Drive Business GrowthWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Reported Earnings • Mar 15Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: CHF0.64 loss per share (improved from CHF0.85 loss in FY 2022). Revenue: CHF14.8m (up 276% from FY 2022). Net loss: CHF54.2m (loss narrowed 23% from FY 2022). Revenue exceeded analyst estimates by 48%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.Major Estimate Revision • Jan 31Consensus revenue estimates fall by 57%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CHF23.4m to CHF10.0m. Forecast losses increased from -CHF0.588 to -CHF0.708 per share. Biotechs industry in the US expected to see average net income growth of 11% next year. Consensus price target broadly unchanged at US$10.73. Share price fell 21% to US$3.25 over the past week.Recent Insider Transactions Derivative • Dec 31Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 94k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of December. If the sale is conducted around the recent share price of US$4.97, it would amount to US$467k. For the year to December 2017, Andrea's total compensation was 36% salary and 64% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Andrea has owned 2.36m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.New Risk • Dec 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 28% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (CHF1.0k revenue, or US$1.2k). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (CHF38m net loss in 3 years). Shareholders have been diluted in the past year (28% increase in shares outstanding).お知らせ • Dec 17AC Immune SA has completed a Follow-on Equity Offering in the amount of $50.05 million.AC Immune SA has completed a Follow-on Equity Offering in the amount of $50.05 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 14,300,000 Price\Range: $3.5 Discount Per Security: $0.21Recent Insider Transactions Derivative • Dec 08Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of December. If the sale is conducted around the recent share price of US$3.50, it would amount to US$70k. For the year to December 2017, Andrea's total compensation was 36% salary and 64% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Andrea has owned 2.36m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.お知らせ • Dec 01+ 1 more updateAC Immune SA Announces the Promotion of Christopher Roberts from Interim Chief Financial Officer to Chief Financial Officer, Effective January 1, 2024AC Immune SA announced the promotion of Christopher Roberts from Interim Chief Financial Officer to Chief Financial Officer, effective January 1, 2024. Christopher Roberts joined AC Immune in 2019 and has served as Vice President, Finance and Interim CFO of AC Immune since 2022. He has extensive experience of SEC reporting, initial and follow-on public offerings and financial controls. He is a UK Chartered Accountant and holds a Bachelor of Science in Accounting, Auditing and Finance from Lancaster University.Major Estimate Revision • Nov 15Consensus revenue estimates fall by 58%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CHF55.0m to CHF22.8m. Forecast losses increased from -CHF0.25 to -CHF0.608 per share. Biotechs industry in the US expected to see average net income growth of 5.7% next year. Consensus price target up from US$10.09 to US$10.33. Share price rose 8.8% to US$2.96 over the past week.New Risk • Nov 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Revenue is less than US$1m (CHF1.0k revenue, or US$1.1k). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (CHF92m net loss in 3 years).分析記事 • Oct 06Companies Like AC Immune (NASDAQ:ACIU) Are In A Position To Invest In GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Recent Insider Transactions Derivative • Aug 25Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 17k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of August. If the sale is conducted around the recent share price of US$3.08, it would amount to US$52k. For the year to December 2017, Andrea's total compensation was 36% salary and 64% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Andrea has owned 2.36m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.New Risk • Aug 04New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -CHF68m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risks Less than 1 year of cash runway based on current free cash flow (-CHF68m). Currently unprofitable and not forecast to become profitable over next 3 years (CHF39m net loss in 3 years). Revenue is less than US$5m (CHF3.9m revenue, or US$4.5m).お知らせ • Jul 27AC Immune SA Announces Executive ChangesOn July 26, 2023, AC Immune SA announced the appointment of Nuno Mendonça, MD. Effective October 1, 2023, Dr. Mendonça will join the Company as Chief Medical Officer and be appointed to the Executive Committee. Johannes Streffer, MD, currently Chief Medical Officer, will leave at the end of September.Recent Insider Transactions Derivative • Jul 13Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 26k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of July. If the sale is conducted around the recent share price of US$2.98, it would amount to US$77k. Since March 2023, Andrea has owned 2.36m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Recent Insider Transactions Derivative • Jul 03Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 30th of June. If the sale is conducted around the recent share price of US$3.08, it would amount to US$308k. Since March 2023, Andrea has owned 2.36m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.お知らせ • Jun 28AC Immune SA Receives FDA Fast Track Designation for Anti-Amyloid-Beta Active Immunotherapy, ACI-24 060, to Treat Alzheimer's DiseaseAC Immune SA announced that it has received Fast Track designation from the U.S. Food and Drug Administration (FDA) for its wholly-owned anti-amyloid beta (Abeta) active immunotherapy (vaccine)-candidate, ACI-24.060, for treatment of Alzheimer's disease. This follows FDA clearance of the Investigational New Drug (IND) application enabling expansion to the USA of the ongoing Phase 1b/2 ABATE study of ACI- 24.060 in patients with AD and individuals with DS. Furthermore, the first individual with DS has been dosed in ABATE. This regulatory progress underscores the attraction of an active immunotherapy targeting toxic species of Abeta. By inducing a polyclonal response including antibodies against both oligomeric Abeta and pyroglutamate-Abeta, ACI-24.060 targets the same toxic species as disease modifying anti-Abeta monoclonal antibodies that slowed AD progression in Phase 3 clinical trials. As ACI-24.060, created using our SupraAntigen(R) platform, specifically targets the most toxic forms of Abeta, we believe it may offer best-in-class efficacy with all the potential advantages in safety, administration and distribution that can be expected from a vaccine. We look forward to showing in first half 2024 the effect of ACI-24.060 on amyloid plaque reduction, a surrogate marker for disease modification. The ABATE study is a Phase 1b/2, multicenter, adaptive, double-blind, randomized, placebo-controlled study to assess the safety, tolerability, immunogenicity, and pharmacodynamic effects of ACI-24.060 in subjects with prodromal Alzheimer's disease and in adults with Down syndrome. All participants in the trial must have brain Abeta pathology confirmed by a positron emission tomography (PET) scan. Recent clinical studies and FDA approvals have validated Abeta as a disease modifying therapeutic target in AD and are supportive of Abeta PET imaging as a surrogate marker of efficacy. The trial begins with a dose escalation phase in AD patients, during which various doses/dosing regimens may be evaluated, and also includes individuals with DS. About AD in Down syndrome Individuals with Down syndrome (DS) have a third copy of all or part of chromosome 21, which contains the gene that codes for amyloid-precursor protein (APP). Overproduction of APP is believed to cause the accumulation of Abeta plaques. Virtually all individuals with DS will develop Abeta plaques and AD(1), with DS-related AD sharing a similar pathophysiology and biomarkers with other forms of genetic AD. Given the more predictable onset and progression of symptoms in DS-related AD, AC Immune believes ABATE's results will offer crucial insights into the ability of ACI-24.060 active immunotherapy to modulate neurodegeneration at its earliest stages and offer this population a much needed therapeutic option.New Risk • Jun 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 22% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (22% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (CHF41m net loss in 3 years). Revenue is less than US$5m (CHF3.9m revenue, or US$4.4m).お知らせ • Jun 24AC Immune SA Announces Not Stand for Re-Election of Board of DirectorsAC Immune SA announced that Alan Colowick and Tom Graney did not stand for re-election as Board of Directors at annual general meeting held on June 23, 2023.分析記事 • Jun 03We Think AC Immune (NASDAQ:ACIU) Can Afford To Drive Business GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...お知らせ • May 25AC Immune SA, Annual General Meeting, Jun 23, 2023AC Immune SA, Annual General Meeting, Jun 23, 2023, at 14:30 Central European Standard Time. Location: EPFL Innovation PArk Buidling F Ground Floor, Rooms Luna/Jupiter 1-15 Lausanne Lausanne Switzerland Agenda: to consider 2022 IFRS Consolidated Financial Statements, 2022 Statutory Financial Statements and 2022 Compensation Report; and to consider any other matters.お知らせ • Jan 27AC Immune’s ACI-24.060 Anti-Amyloid Beta Vaccine for Alzheimer’s Shows Positive Initial Interim Safety and Immunogenicity in Phase 1b/2 ABATE TrialAC Immune SA announced the first interim safety, tolerability and immunogenicity findings from the Phase 1b/2 ABATE trial of its anti-amyloid-beta (Abeta) vaccine ACI-24.060 in patients with prodromal Alzheimer’s disease (AD). ABATE will now be expanded, as planned, to include individuals with Down syndrome (DS) and to evaluate higher doses in Alzheimer’s patients. Targeting Abeta using antibodies has recently been validated with FDA approvals of new monoclonal antibody treatments for patients with AD. By eliciting polyclonal anti-Abeta antibodies, the ACI-24.060 anti-Abeta vaccine development program aims to ultimately deliver significant benefits to patients, their caregivers, and healthcare systems in terms of potential safety and tolerability, low frequency dosing, low overall costs and durable responses. Early results from the first cohort of AD patients in ABATE showed that low dose ACI-24.060 could elicit an anti-Abeta antibody response as soon as week 6 (2 weeks after the second injection). The data show that ACI-24.060 vaccination has been safe and well tolerated to date. As a result, dosing in ABATE’s second, higher dose AD cohort has now begun and the trial is cleared to begin screening individuals with DS for part 2 of the study. The ABATE study is a Phase 1b/2, multicenter, adaptive, double-blind, randomized, placebo-controlled study to assess the safety, tolerability, immunogenicity, and pharmacodynamic effects of ACI-24.060 in subjects with prodromal Alzheimer’s disease and in adults with Down syndrome. All participants in the trial must have brain Abeta pathology confirmed by a positron emission tomography (PET) scan. The trial begins with a dose escalation phase in AD patients, during which various doses/dosing regimens may be evaluated, and also includes individuals with DS. ACI-24.060, derived from AC Immune’s SupraAntigen® platform, has been shown in preclinical studies to induce a strong polyclonal antibody response that matures and is maintained against both oligomeric and pyroglutamate-Abeta species, key pathological forms of Abeta believed to drive Abeta plaque formation and disease progression. ACI-24.060 is designed to enhance the formation of broad-spectrum protective antibodies with the same safety and tolerability previously demonstrated in the ACI-24 program in Phase 1 and 2 trials. This investigational candidate has the potential to efficiently inhibit plaque formation and increase plaque clearance, and thereby may reduce or prevent disease progression.Major Estimate Revision • Dec 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CHF4.99m to CHF5.59m. EPS estimate fell from -CHF0.86 to -CHF0.88 per share. Biotechs industry in the US expected to see average net income decline 81% next year. Consensus price target up from US$10.77 to US$11.06. Share price fell 21% to US$1.74 over the past week.分析記事 • Nov 25Will AC Immune (NASDAQ:ACIU) Spend Its Cash Wisely?We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Major Estimate Revision • Nov 04Consensus revenue estimates increase by 75%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from CHF1.60m to CHF2.80m. Forecast losses expected to reduce from -CHF0.96 to -CHF0.86 per share. Biotechs industry in the US expected to see average net income decline 73% next year. Consensus price target broadly unchanged at US$10.21. Share price was steady at US$2.86 over the past week.Seeking Alpha • Jul 28AC Immune Non-GAAP EPS of -$0.23 in-lineAC Immune press release (NASDAQ:ACIU): Q2 Non-GAAP EPS of -CHF0.23 in-line. The Company had a total cash balance of CHF 154.1 million, composed of CHF 63.1 million in cash and cash equivalents and CHF 91.0 million in short-term financial assets. The Company reported a net loss after taxes of CHF 19.6 million for the three months ended June 30, 2022, compared with a net loss of CHF 19.1 million for the comparable period in 2021.分析記事 • Jul 06Here's Why We're Not Too Worried About AC Immune's (NASDAQ:ACIU) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, although...Major Estimate Revision • Mar 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -CHF0.39 to -CHF0.93 per share. Revenue forecast of CHF2.00m unchanged since last update. Biotechs industry in the US expected to see average net income decline 46% next year. Consensus price target up from US$14.14 to US$14.46. Share price rose 6.4% to US$4.49 over the past week.分析記事 • Feb 03AC Immune (NASDAQ:ACIU) Is In A Good Position To Deliver On Growth PlansJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Recent Insider Transactions Derivative • Nov 12Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 49k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of November. If the sale is conducted around the recent share price of US$8.05, it would amount to US$394k. Since December 2020, Andrea's direct individual holding has increased from 2.35m shares to 2.37m. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Reported Earnings • Nov 10Third quarter 2021 earnings released: CHF0.22 loss per share (vs CHF0.26 loss in 3Q 2020)Third quarter 2021 results: Net loss: CHF15.9m (loss narrowed 16% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Recent Insider Transactions Derivative • Sep 04Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 149k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of August. If the sale is conducted around the recent share price of US$12.09, it would amount to US$1.8m. Since December 2020, Andrea's direct individual holding has increased from 2.35m shares to 2.37m. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Major Estimate Revision • Aug 05Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -CHF0.18 to -CHF0.44 per share. Revenue forecast of CHF81.8m unchanged since last update. Biotechs industry in the US expected to see average net income decline 13% next year. Consensus price target broadly unchanged at US$15.42. Share price was steady at US$7.12 over the past week.Recent Insider Transactions Derivative • Jun 28Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of June. If the sale is conducted around the recent share price of US$8.23, it would amount to US$247k. For the year to December 2019, Andrea's total compensation was 29% salary and 71% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2020, Andrea's direct individual holding has increased from 2.35m shares to 2.37m. There have been no trades via on-market transactions or options from company insiders in the last 12 months.分析記事 • May 09Is AC Immune (NASDAQ:ACIU) In A Good Position To Deliver On Growth Plans?We can readily understand why investors are attracted to unprofitable companies. For example, although...Reported Earnings • Mar 25Full year 2020 earnings released: CHF0.86 loss per share (vs CHF0.64 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: CHF15.4m (down 86% from FY 2019). Net loss: CHF61.9m (down 236% from profit in FY 2019). Products in clinical trials Phase I: 2 Phase II: 5 Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Major Estimate Revision • Mar 24Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 losses forecast to reduce from -CHF0.50 to -CHF0.44 per share. Revenue forecast steady at CHF57.1m. Biotechs industry in the US expected to see average net income growth of 4.2% next year. Consensus price target up from US$12.63 to US$12.95. Share price fell 3.2% to US$7.67 over the past week.分析記事 • Feb 28How Much Of AC Immune SA (NASDAQ:ACIU) Do Institutions Own?Every investor in AC Immune SA ( NASDAQ:ACIU ) should be aware of the most powerful shareholder groups. Insiders often...お知らせ • Feb 27AC Immune SA, Annual General Meeting, Mar 31, 2021AC Immune SA, Annual General Meeting, Mar 31, 2021, at 14:00 Central European Standard Time. Location: EPFL Innovation Park, Building B Lansanne Switzerland Agenda: To consider election of new Director; to consider amendments of the Articles of Association; to consider Organizational Notes (including measures due to Covid-19); to consider Legal Notice; to consider any other matter thereof.Is New 90 Day High Low • Feb 12New 90-day high: US$8.43The company is up 64% from its price of US$5.14 on 13 November 2020. The American market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is up 20% over the same period.Is New 90 Day High Low • Jan 26New 90-day high: US$6.53The company is up 32% from its price of US$4.94 on 27 October 2020. The American market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is up 27% over the same period.分析記事 • Jan 24Analysts Just Made A Sizeable Upgrade To Their AC Immune SA (NASDAQ:ACIU) ForecastsAC Immune SA ( NASDAQ:ACIU ) shareholders will have a reason to smile today, with the analysts making substantial...分析記事 • Jan 19We're Hopeful That AC Immune (NASDAQ:ACIU) Will Use Its Cash WiselyWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Is New 90 Day High Low • Jan 08New 90-day high: US$5.68The company is up 11% from its price of US$5.13 on 09 October 2020. The American market is also up 11% over the last 90 days, indicating the company’s price trend is similar to the market over that time. Its price trend is also similar to the Biotechs industry, which is up 11% over the same period.分析記事 • Dec 15If You Had Bought AC Immune's (NASDAQ:ACIU) Shares Three Years Ago You Would Be Down 61%Investing in stocks inevitably means buying into some companies that perform poorly. But the long term shareholders of...分析記事 • Nov 19Need To Know: Analysts Are Much More Bullish On AC Immune SA (NASDAQ:ACIU) RevenuesCelebrations may be in order for AC Immune SA (NASDAQ:ACIU) shareholders, with the analysts delivering a significant...Analyst Estimate Surprise Post Earnings • Nov 15Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 98%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 136%, compared to a 383% growth forecast for the Biotechs industry in the US.Reported Earnings • Nov 15Third quarter 2020 earnings released: CHF0.26 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: CHF1.12m (down 97% from 3Q 2019). Net loss: CHF19.0m (down 204% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Oct 20New 90-day low: US$4.77The company is down 31% from its price of US$6.91 on 22 July 2020. The American market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Biotechs industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.業績と収益の成長予測NasdaqGM:ACIU - アナリストの将来予測と過去の財務データ ( )CHF Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202877768N/A312/31/202790196N/A412/31/202631-34-73N/A43/31/20264-66N/AN/AN/A12/31/20254-70-70-69N/A9/30/20254-72-48-47N/A6/30/202529-51-44-43N/A3/31/202528-524546N/A12/31/202427-516566N/A9/30/202441-404344N/A6/30/202415-614445N/A3/31/202415-55-43-43N/A12/31/202315-54-61-60N/A9/30/20230-68-62-62N/A6/30/20234-67-62-62N/A3/31/20234-69-68-67N/A12/31/20224-71-75-74N/A9/30/20224-73-76-74N/A6/30/2022N/A-76-77-75N/A3/31/2022N/A-75-74-71N/A12/31/2021N/A-73-68-66N/A9/30/20211-71-70-67N/A6/30/20212-74-71-68N/A3/31/20213-71-69-67N/A12/31/202015-62-61-60N/A9/30/202015-62-54-53N/A6/30/202047-25-22-20N/A3/31/202048-26-22-20N/A12/31/201911045N/A55N/A9/30/201911150N/A56N/A6/30/20198018N/A27N/A3/31/20198124N/A35N/A12/31/20187-51N/A-44N/A9/30/201822-32N/A-26N/A6/30/201821-27N/A-22N/A3/31/201820-29N/A-24N/A12/31/201720-26N/A-22N/A9/30/20175-35N/A-35N/A6/30/20176-36N/A-19N/A3/31/201725-10N/A-10N/A12/31/201623-7N/A-6N/A9/30/201622-8N/A-4N/A6/30/20164521N/A21N/A3/31/20163917N/A16N/A12/31/20153920N/A44N/A9/30/20156546N/A45N/A6/30/20154121N/A8N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ACIUは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。収益対市場: ACIU今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: ACIU今後 3 年以内に収益を上げることが予想されます。収益対市場: ACIUの収益 ( 30.7% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。高い収益成長: ACIUの収益 ( 30.7% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ACIUの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/17 05:46終値2026/05/15 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋AC Immune SA 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Thomas ShraderBTIGAndrew FeinH.C. Wainwright & Co.Lucy CodringtonJefferies LLC1 その他のアナリストを表示
Major Estimate Revision • May 20Consensus revenue estimates increase by 299%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from CHF8.33m to CHF33.2m. Forecast losses expected to reduce from -CHF0.659 to -CHF0.445 per share. Biotechs industry in the US expected to see average net income decline 11% next year. Consensus price target up from US$10.38 to US$10.99. Share price fell 3.6% to US$3.18 over the past week.
Breakeven Date Change • May 15Forecast to breakeven in 2025The 3 analysts covering AC Immune expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 15% to 2024. The company is expected to make a profit of CHF7.01m in 2025. Average annual earnings growth of 54% is required to achieve expected profit on schedule.
Major Estimate Revision • Mar 21Consensus revenue estimates fall by 55%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CHF27.7m to CHF12.5m. Forecast losses increased from -CHF0.503 to -CHF0.638 per share. Biotechs industry in the US expected to see average net income decline 8.5% next year. Consensus price target broadly unchanged at US$10.42. Share price fell 5.4% to US$3.15 over the past week.
Major Estimate Revision • Jan 31Consensus revenue estimates fall by 57%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CHF23.4m to CHF10.0m. Forecast losses increased from -CHF0.588 to -CHF0.708 per share. Biotechs industry in the US expected to see average net income growth of 11% next year. Consensus price target broadly unchanged at US$10.73. Share price fell 21% to US$3.25 over the past week.
Major Estimate Revision • Nov 15Consensus revenue estimates fall by 58%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CHF55.0m to CHF22.8m. Forecast losses increased from -CHF0.25 to -CHF0.608 per share. Biotechs industry in the US expected to see average net income growth of 5.7% next year. Consensus price target up from US$10.09 to US$10.33. Share price rose 8.8% to US$2.96 over the past week.
Major Estimate Revision • Dec 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CHF4.99m to CHF5.59m. EPS estimate fell from -CHF0.86 to -CHF0.88 per share. Biotechs industry in the US expected to see average net income decline 81% next year. Consensus price target up from US$10.77 to US$11.06. Share price fell 21% to US$1.74 over the past week.
お知らせ • May 17AC Immune SA Announces Retirement of Andrea Pfeifer as CEOThe Davos Alzheimer’s Collaborative congratulates DAC member and dear colleague Dr Andrea Pfeifer, who is retiring as CEO of AC Immune, on her distinguished career and contributions to advancing global policies, disease-modifying therapies, and precision prevention of Alzheimer’s disease (AD) and other neurodegenerative diseases. Dr Pfeifer has played a leading role in defining global clinical development strategies linked to the prevention and disease modification of both Alzheimer’s and Parkinson’s diseases. She co-founded AC Immune in 2003 as CEO and has provided 23 years of visionary leadership, shaping the company into a resilient, innovation-driven, pioneering clinical-stage biopharmaceutical company developing precision therapeutics for neurodegenerative diseases. She remains a key member of DAC and the Global CEO Initiative on Alzheimer’s Disease (CEOi) and is Co-founder and Chairwoman of the Global BHP BrainTrust, which is focused on prevention and women’s brain health.
お知らせ • May 14AC Immune SA, Annual General Meeting, Jun 11, 2026AC Immune SA, Annual General Meeting, Jun 11, 2026.
お知らせ • May 13AC Immune SA Announces Executive ChangesAC Immune SA announces that Co-founder and CEO, Dr Andrea Pfeifer, to retire after a distinguished 23-year tenure. Dr Andrea Pfeifer will be engaged as an Advisor to facilitate the transition and will be appointed as Honorary Chair of the Board of Directors and Co-Chair of the Scientific Advisory Board. Dr Pfeifer co-founded AC Immune SA in 2003 as CEO and has shaped the company into a resilient, innovation-driven, pioneering clinical-stage biopharmaceutical company developing precision therapeutics for neurodegenerative diseases. Dr Pfeifer listed the company on the Nasdaq stock exchange in 2016. She has been widely recognized for her leadership in defining global clinical development strategies linked to the prevention and disease modification of both Alzheimer’s and Parkinson’s diseases.
お知らせ • May 02AC Immune SA Initiates Final Cohort in Ongoing Phase 1b/2 ABATE Trial of Anti-Abeta Active Immunotherapy to Treat Alzheimer's DiseaseAC Immune SA dosed the first patients in Cohort AD4 in the ongoing Phase 1b/2 ABATE trial. Treatment of first patient in Cohort AD4 in ABATE trial triggers $12 million milestone payment. ABATE is assessing ACI-24 in subjects with prodromal AD and in adults with Down syndrome (DS). AD4 includes subjects with prodromal AD. ACI-24 is an anti-Abeta active immunotherapy candidate designed to induce a robust antibody response against the toxic forms of Abeta believed to drive plaque formation and AD progression. By inducing plaque clearance and efficiently inhibiting plaque formation in the brain, ACI-24 has the potential to delay or slow AD progression. ACI-24 is being investigated in the ongoing ABATE randomized, double-blind, placebo-controlled Phase 1b/2 trial to assess its safety, tolerability, immunogenicity and pharmacodynamic effects. Data so far show that ACI-24 is generally safe and well tolerated, and that it has generated anti-Abeta antibody responses at all tested doses. Cohorts AD1, AD2 and AD3 enrolled a total of 74 patients who received ACI-24 at escalating dose levels. The 12-month data readouts from Cohorts AD1, AD2 and AD3 are expected later in Second Quarter 2026. Cohort AD4 will include an initial group of 36 patients treated for 12 months, with follow-up of 6 months, significantly expanding the safety and biomarker efficacy data set. A subsequent expansion of the AD4 cohort could potentially see the total number of subjects reach approximately 112 patients. AC Immune is responsible for conducting the ABATE trial. Following the potential option exercise, Takeda would conduct and fund all further clinical development and be responsible for all global regulatory activities as well as worldwide commercialization. Under the terms of the agreement with Takeda, AC Immune received an upfront payment of $100 million and is eligible to receive an option exercise fee and additional potential development, commercial and sales-based milestones of up to approximately $2,100 million, if all related milestones are achieved over the course of the agreement. Upon commercialization, AC Immune will be entitled to receive tiered double-digit royalties on worldwide net sales. The ABATE randomized, double-blind, placebo-controlled Phase 1b/2 trial of ACI-24 for treatment of Alzheimer’s disease (AD) continues fully blinded (NCT05462106). Enrolled patients are required to have a diagnosis of prodromal AD: MCI due to AD according to the National Institute on Aging Alzheimer’s Association (NIA-AA) criteria, and a PET scan at screening must be consistent with the presence of amyloid pathology. Patients will be randomized to one of several doses of ACI-24 or placebo. Following multiple data safety monitoring board (DSMB) reviews, no safety concerns have been raised to date, consistent with previous results. Very encouraging immunogenicity has been shown with clear evidence of anti-Abeta antibody responses against toxic Abeta species observed in the blinded data.
お知らせ • Mar 20Ac Immune Sa Presents First in Vivo Images of Brain Tdp-43 Pathology from Phase 1 Trial of Pet Tracer Aci-19626AC Immune SA, a clinical-stage biopharmaceutical company pioneering precision therapeutics for neurodegenerative diseases, announced the presentation of Phase 1 data including the first in vivo images of TDP-43 pathology in the human brain, detected using its first-in-class positron emission tomography (PET) tracer ACI-19626, at the International Conference on Alzheimer’s and Parkinson’s Disease (AD/PD 2026). Initial data from the Phase 1 trial support ACI-19626’s potential to detect pathological TDP-43 in the brains of patients with TDP-43 proteinopathies, enabling a precision medicine approach to multiple neurodegenerative diseases. Specifically, PET scans with ACI-19626 showed that tracer uptake was significantly higher in key regions of the brain in patients with frontotemporal dementia (FTD) due to mutated C9orf72 than in the brains of healthy subjects. Regions with higher tracer uptake included subcortical and cortical regions of the brain where TDP-43 pathology is expected based on post-mortem neuropathology studies. ACI-19626 showed good safety and tolerability, a dosimetry profile within accepted limits, and rapid brain uptake and washout, indicating a pharmacokinetic (PK) profile suitable for human brain imaging and potentially pharmacodynamic analysis of therapeutics targeting TDP-43 pathology. TDP-43 is the main component in inclusions found in the brains of people with FTD, amyotrophic lateral sclerosis (ALS) and limbic-predominant age-related TDP-43 encephalopathy (LATE), as well as a co-pathology in Alzheimer’s disease (AD) and Parkinson’s disease (PD). These conditions share many of the same clinical signs and symptoms, making differential diagnosis a difficult and lengthy process in the absence of reliable biomarkers. The Phase 1, first-in-human trial (Clinicaltrials.gov: NCT06891716) is in two parts. Part 1 is investigating ACI-19626 in healthy volunteers and patients with genetic FTD and is expected to be completed in First Half 2026. The Part 2 expansion may include up to 30 patients with FTD, ALS or LATE. Exploration of ACI-19626 binding in additional patient populations including ALS is ongoing.
お知らせ • Feb 25AC Immune Initiates Phase 1 Clinical Trial of NLRP3 InhibitorAC Immune SA announced that the first participant has been dosed in a Phase 1 clinical trial of ACI-19764, an orally administered small molecule inhibitor of the NLRP3 inflammasome. Targeting the NLRP3 inflammaome provides an opportunity to reduce the chronic inflammation thought to be associated with disease progression in multiple inflammatory disorders, metabolic diseases, and neurological diseases, including Alzheimer's disease (AD), Parkinson's disease (PD), amyotrophic lateral sclerosis (ALS) and frontotemporal dementia. The Phase 1 trial will investigate the safety, tolerability, pharmacokinetics, and pharmacodynamics of ACI-19764 in healthy volunteers. The study is dividend into two parts. Part A will evaluate single ascending doses while Part B will examine multiple ascending doses. The trial is being conducted in Europe. Primary outcome measures include the safety and tolerability of ACI-19764., as well as its pharmacokinetics in plasma and cerebrospinal fluid. A secondary outcome measure will assess target engagement (inhibition of IL-1) and exploratory endpoints will include the influence of ACI-19764 on fluid biomarkers of the immune system, among others. Initial data from the Phase 1 trial are expected in the second half of 2026. ACI-19764 has demonstrated a highly competitive profile in extensive preclinical studies, with optimal brain penetrant in animal models, high potency and selectivity in assays including whole human blood and in several in vivo models, and an excellent safety and tolerability profile. In a mouse model of diet-induced obesity (DIO), ACI-19764 showed excellent weight control both alone and in combination with semaglutide, as well as reductions in activation of both microglia and astrocytes. These preclinical data position ACI-19764 competitively among the best-in-class NLRP3 inhibitors for CNS indications. ACI-19764 is an orally available, highly brain penetrant, small molecule drug candidate which specifically inhibits the NLRP3 inhibitor.
お知らせ • Feb 18AC Immune SA to Report Q4, 2025 Results on Mar 12, 2026AC Immune SA announced that they will report Q4, 2025 results on Mar 12, 2026
Seeking Alpha • Dec 15AC Immune: Maintaining 'Buy' Rating On Next Steps For ACI-7104.056 Development In PDSummary AC Immune receives a "Buy" rating, driven by positive phase 2 VacSYn trial results for ACI-7104.056 in early Parkinson's Disease. AC Immune is advancing ACI-7104.056, with upcoming FDA discussions to potentially establish a registration study as a key value-driving catalyst. The company benefits from a robust pipeline, including partnerships with Takeda and Johnson & Johnson, and significant milestone opportunities. Final data from Part 1 of the VacSYn trial is expected mid-2026, providing further clinical and regulatory catalysts. Read the full article on Seeking Alpha
お知らせ • Oct 29AC Immune SA Announces Advisory Board ChangesAC Immune SA announced the appointment of Prof. Catherine Mummery, a deeply experienced neurologist and expert in dementia clinical trials, as Chairwoman of its Clinical Advisory Board (CAB). Prof. Mummery leads the cognitive disorders service at the UKs National Hospital for Neurology and Neurosurgery (NHNN), where she has practiced as a consultant neurologist since 2004. She is head of novel therapeutics at the Dementia Research Centre at University College London (UCL), and deputy director for the Leonard Wolfson Experimental Neurology Centre at NHNN, a unit dedicated to early phase trials in neurodegeneration. She has been senior investigator on more than 20 early-stage studies of disease-modifying agents in dementias, including the first-ever clinical trial of a gene silencing therapy targeting Tau to treat Alzheimers disease, as well as trials of AC Immunes anti-pTau active immunotherapy candidate ACI-35.030 (JNJ-2056). The CAB provides AC Immune with strategic clinical development and regulatory advice and members are selected based on their expertise and peer recognition in the field of neurodegeneration. As well as Prof. Mummery, the CAB also includes: Dr. Reisa Sperling, Brigham and Women's Hospital and Massachusetts General Hospital, Boston (US); Dr. Murat Emre, Istanbul Faculty of Medicine, Istanbul University, Istanbul (Turkey); Dr. Lon Schneider, Keck School of Medicine of University of Southern California, Los Angeles, CA (US); Dr. Pierre Tariot, Banner Alzheimers Institute, Phoenix, AZ (US); and Dr. Juan Fortea, Hospital of Sant Pau, Barcelona (Spain). Dr. Kaj Blennow, the previous Chairman, is retiring from the CAB.
お知らせ • Sep 25Ac Immune Sa Announces Results from Phase 1B/2A Trial of Anti-Ptau Active Immunotherapy from Ac Immune Sa Published in EbiomedicineAC Immune SA announced the peer-reviewed publication in eBioMedicine of results from the completed Phase 1b/2a trial of active immunotherapy ACI-35.030's (JNJ-2056) partnered with Janssen Pharmaceuticals Inc., a Johnson & Johnson company. ACI-35.030 generated a rapid, robust and durable polyclonal response against pathological forms of Tau including phosphorylated Tau (pTau) and brain-derived Tau (enriched paired helical filament, ePHF). There were no clinically relevant safety or tolerability observations for either ACI-35.030 or JACI-35.054. The publication is entitled "Safety and immunogenicity of two Tau-targeting active immunotherapies, ACI-35.030 and JACI-35. May4, in participants with early Alzheimer's disease: a Phase 1b/2a, multicentre, double-blind, randomized, placebo-controlled study" and reports the following key findings from the completed trial (NCT04445831): ACI-35.030 is based on AC Immune's proprietary SupraAntigen®? technology which anchors the pTau peptide in a liposome and also incorporates non-Tau T-cell epitopes and adjuvants. JACI-35.074 covalently linked the immunogen to the carrier protein CRM197 and was mixed with adjuvants. Both active immunotherapies used the same target pTau peptide sequence. ACI-35.03 (JNJ-64042056) is an investigational active immunotherapy designed using AC Immune's SupraAntigen®? platform. Its liposomal formulation incorporates a conformationally-constrained, membrane bound target peptide, phosphorylated Tau, in addition to adjuvants and non-Tau T-helper peptides. Immunization with ACI-35.030 has been shown in a recent Phase 1b/2a clinical trial to rapidly elicit antibodies after the first injection against extracellular pathological pTau in 100% of patients with early Alzheimer's disease. Importantly, the antibody response was observed at all tested doses and induced a rapid and sustained response against pathological Tau, while requiring less frequent dosing to maintain titers as compared to monoclonal antibodies. Safety and rapid, durable responses are key advantages of active immunotherapies, which make them particularly well suited to the long-term treatment needed to achieve precision prevention.
お知らせ • Jun 12AC Immune SA Announces Executive ChangesAC Immune SA announced with immediate effect Dr Günther Staffler, PhD, will be promoted to the interim role of Executive Vice President, Development, and will join the Executive Management Team. In this role he will oversee the development of AC Immune’s active immunotherapies including clinical activities. Dr Staffler joined AC Immune in 2021 from Affiris where he was Chief Technical Officer following senior roles in R&D. He has a strong background in immunotherapy having been responsible for progressing multiple programs from preclinical to clinical development in Central Nervous System indications working on targets including amyloid beta and a-synuclein. Prior to Affiris, he worked at biotech companies in Vienna including Biovertis and Intercell (now vaccine specialist, Valneva). Dr Staffler completed his doctoral thesis in immunology at the Medical University of Vienna. Dr Anke Post, MD, currently Chief Medical Officer, will leave the Company with immediate effect. We thank her for her contributions and wish her well in her future endeavors.
分析記事 • Jun 11AC Immune SA (NASDAQ:ACIU) Held Back By Insufficient Growth Even After Shares Climb 31%Those holding AC Immune SA ( NASDAQ:ACIU ) shares would be relieved that the share price has rebounded 31% in the last...
お知らせ • May 20AC Immune SA, Annual General Meeting, Jun 19, 2025AC Immune SA, Annual General Meeting, Jun 19, 2025, at 14:00 W. Europe Standard Time. Location: epfl innovation park, building d, pluton conference room, 1015, lausanne Switzerland
分析記事 • Apr 01Benign Growth For AC Immune SA (NASDAQ:ACIU) Underpins Stock's 26% PlummetAC Immune SA ( NASDAQ:ACIU ) shareholders that were waiting for something to happen have been dealt a blow with a 26...
Seeking Alpha • Feb 19AC Immune: Leader In Dementia Therapies, A Space Littered With FailuresSummary AC Immune's pipeline includes promising Alzheimer's and Parkinson's therapies, with key collaborations with Takeda, Janssen, and Life Molecular Imaging, despite past failures. Financially, ACIU has a market cap of $271mn, a cash balance of $175mn, and a cash runway of 7-10 quarters. The dementia space is risky, with ACIU's assets lacking definitive data; cognitive and functional improvements are necessary per FDA guidelines. ACIU's partnerships with big pharma like JNJ and Takeda are promising, but more data is needed to derisk their programs. Read the full article on Seeking Alpha
お知らせ • Nov 14Ac Immune Reports Positive Interim Results from Phase 2 Trial of Aci-7104.056 Active Immunotherapy in Early Parkinson’S DiseaseAC Immune SA announced positive interim safety and immunogenicity data from the Phase 2 VacSYn clinical trial evaluating ACI-7104.056, its wholly owned anti-alpha-synuclein (a-syn) active immunotherapy candidate, for the treatment of patients with early Parkinson’s disease (PD). VacSYn is an adaptive, placebo-controlled, and biomarker-based Phase 2 study in patients with early PD, consisting of two parts with a seamless transition. Part 1 includes initial analyses from over 30 patients randomized to receive ACI-7104.56 or placebo at a ratio of 3:1. To date, no clinically relevant safety issues have been reported other than transient injection site reactions (49%) and headaches (18%). Interim results show positive antibody responses were effectively induced against the target antigen at week 6 after 2 immunizations and were strongly boostable. Treatment with ACI-7104.056 induced an increase in anti-a-syn antibodies on average 16-fold higher than the placebo background level after three immunizations. Based on further interim results to be reported in H1 2025 including pharmacodynamic data, AC Immune may decide to initiate Part 2 of VacSYn with up to 150 patients. Patients from Part 2 will also be evaluated for progression of motor and non-motor symptoms of the disease, as well as digital, imaging, and fluid biomarkers. The aim is to establish early proof-of-concept and identification of disease-specific biomarkers for rapid transition into a pivotal study. ACI-7104.056 is an optimized formulation of its clinically validated anti-a-syn predecessor active immunotherapy which generated a target-specific antibody response against pathological oligomeric a-syn to inhibit spreading and downstream neurodegeneration in early Parkinson’s disease. The accumulation of alpha-synuclein protein aggregates has been shown to cause inflammatory stress in cells and contribute to the degeneration of neurons in the brain. It has been known to play a key role in the development of neurodegenerative diseases such as Parkinson’s Disease. Previous clinical studies showed the predecessor candidate produced a strong and boostable antibody response with evidence of target engagement and a signal of clinical efficacy.
お知らせ • Aug 07AC Immune SA has filed a Follow-on Equity Offering in the amount of $80 million.AC Immune SA has filed a Follow-on Equity Offering in the amount of $80 million. Security Name: Common Shares Security Type: Common Stock Transaction Features: At the Market Offering
Seeking Alpha • Jul 26AC Immune: Takeda Partnership Brings Funds To Drive Pipeline ForwardSummary AC Immune SA's Takeda Pharmaceutical Company partnership brought in an upfront payment of $100 million, with the potential to earn up to $2.1 billion in milestone payments. Interim safety and immunogenicity data from the phase 2 ABATE trial using ACI-24.060 for the treatment of Down Syndrome patients with AD, expected 2nd half of 2024. The global Alzheimer's therapeutics market size is expected to surpass $8.18 billion by 2032. Interim safety and immunogenicity data from the phase 2 VacSYn trial, using ACI-7104.056 for the treatment of patients with Parkinson's Disease, is expected in the second half of 2024. Read the full article on Seeking Alpha
分析記事 • Jun 15AC Immune (NASDAQ:ACIU) Is In A Strong Position To Grow Its BusinessWe can readily understand why investors are attracted to unprofitable companies. By way of example, AC Immune...
分析記事 • Jun 15Shareholders Will Probably Hold Off On Increasing AC Immune SA's (NASDAQ:ACIU) CEO Compensation For The Time BeingKey Insights AC Immune will host its Annual General Meeting on 20th of June CEO Andrea Pfeifer's total compensation...
分析記事 • May 24AC Immune SA's (NASDAQ:ACIU) 50% Share Price Surge Not Quite Adding UpAC Immune SA ( NASDAQ:ACIU ) shares have had a really impressive month, gaining 50% after a shaky period beforehand...
お知らせ • May 24AC Immune SA, Annual General Meeting, Jun 20, 2024AC Immune SA, Annual General Meeting, Jun 20, 2024, at 14:30 W. Europe Standard Time. Location: epfl innovation park, building f, ground floor, confrence room luna, 1015, lausanne Switzerland
New Risk • May 22New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: CHF55m Forecast net loss in 3 years: CHF20m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (CHF20m net loss in 3 years). Share price has been volatile over the past 3 months (15% average weekly change). Shareholders have been diluted in the past year (21% increase in shares outstanding).
Major Estimate Revision • May 20Consensus revenue estimates increase by 299%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from CHF8.33m to CHF33.2m. Forecast losses expected to reduce from -CHF0.659 to -CHF0.445 per share. Biotechs industry in the US expected to see average net income decline 11% next year. Consensus price target up from US$10.38 to US$10.99. Share price fell 3.6% to US$3.18 over the past week.
Breakeven Date Change • May 15Forecast to breakeven in 2025The 3 analysts covering AC Immune expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 15% to 2024. The company is expected to make a profit of CHF7.01m in 2025. Average annual earnings growth of 54% is required to achieve expected profit on schedule.
分析記事 • Apr 05AC Immune SA (NASDAQ:ACIU) May Have Run Too Fast Too Soon With Recent 30% Price PlummetThe AC Immune SA ( NASDAQ:ACIU ) share price has fared very poorly over the last month, falling by a substantial 30...
Major Estimate Revision • Mar 21Consensus revenue estimates fall by 55%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CHF27.7m to CHF12.5m. Forecast losses increased from -CHF0.503 to -CHF0.638 per share. Biotechs industry in the US expected to see average net income decline 8.5% next year. Consensus price target broadly unchanged at US$10.42. Share price fell 5.4% to US$3.15 over the past week.
分析記事 • Mar 15We Think AC Immune (NASDAQ:ACIU) Can Afford To Drive Business GrowthWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Reported Earnings • Mar 15Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: CHF0.64 loss per share (improved from CHF0.85 loss in FY 2022). Revenue: CHF14.8m (up 276% from FY 2022). Net loss: CHF54.2m (loss narrowed 23% from FY 2022). Revenue exceeded analyst estimates by 48%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Jan 31Consensus revenue estimates fall by 57%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CHF23.4m to CHF10.0m. Forecast losses increased from -CHF0.588 to -CHF0.708 per share. Biotechs industry in the US expected to see average net income growth of 11% next year. Consensus price target broadly unchanged at US$10.73. Share price fell 21% to US$3.25 over the past week.
Recent Insider Transactions Derivative • Dec 31Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 94k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of December. If the sale is conducted around the recent share price of US$4.97, it would amount to US$467k. For the year to December 2017, Andrea's total compensation was 36% salary and 64% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Andrea has owned 2.36m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
New Risk • Dec 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 28% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (CHF1.0k revenue, or US$1.2k). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (CHF38m net loss in 3 years). Shareholders have been diluted in the past year (28% increase in shares outstanding).
お知らせ • Dec 17AC Immune SA has completed a Follow-on Equity Offering in the amount of $50.05 million.AC Immune SA has completed a Follow-on Equity Offering in the amount of $50.05 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 14,300,000 Price\Range: $3.5 Discount Per Security: $0.21
Recent Insider Transactions Derivative • Dec 08Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of December. If the sale is conducted around the recent share price of US$3.50, it would amount to US$70k. For the year to December 2017, Andrea's total compensation was 36% salary and 64% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Andrea has owned 2.36m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
お知らせ • Dec 01+ 1 more updateAC Immune SA Announces the Promotion of Christopher Roberts from Interim Chief Financial Officer to Chief Financial Officer, Effective January 1, 2024AC Immune SA announced the promotion of Christopher Roberts from Interim Chief Financial Officer to Chief Financial Officer, effective January 1, 2024. Christopher Roberts joined AC Immune in 2019 and has served as Vice President, Finance and Interim CFO of AC Immune since 2022. He has extensive experience of SEC reporting, initial and follow-on public offerings and financial controls. He is a UK Chartered Accountant and holds a Bachelor of Science in Accounting, Auditing and Finance from Lancaster University.
Major Estimate Revision • Nov 15Consensus revenue estimates fall by 58%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CHF55.0m to CHF22.8m. Forecast losses increased from -CHF0.25 to -CHF0.608 per share. Biotechs industry in the US expected to see average net income growth of 5.7% next year. Consensus price target up from US$10.09 to US$10.33. Share price rose 8.8% to US$2.96 over the past week.
New Risk • Nov 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Revenue is less than US$1m (CHF1.0k revenue, or US$1.1k). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (CHF92m net loss in 3 years).
分析記事 • Oct 06Companies Like AC Immune (NASDAQ:ACIU) Are In A Position To Invest In GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Recent Insider Transactions Derivative • Aug 25Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 17k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of August. If the sale is conducted around the recent share price of US$3.08, it would amount to US$52k. For the year to December 2017, Andrea's total compensation was 36% salary and 64% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Andrea has owned 2.36m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
New Risk • Aug 04New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -CHF68m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risks Less than 1 year of cash runway based on current free cash flow (-CHF68m). Currently unprofitable and not forecast to become profitable over next 3 years (CHF39m net loss in 3 years). Revenue is less than US$5m (CHF3.9m revenue, or US$4.5m).
お知らせ • Jul 27AC Immune SA Announces Executive ChangesOn July 26, 2023, AC Immune SA announced the appointment of Nuno Mendonça, MD. Effective October 1, 2023, Dr. Mendonça will join the Company as Chief Medical Officer and be appointed to the Executive Committee. Johannes Streffer, MD, currently Chief Medical Officer, will leave at the end of September.
Recent Insider Transactions Derivative • Jul 13Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 26k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of July. If the sale is conducted around the recent share price of US$2.98, it would amount to US$77k. Since March 2023, Andrea has owned 2.36m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Recent Insider Transactions Derivative • Jul 03Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 30th of June. If the sale is conducted around the recent share price of US$3.08, it would amount to US$308k. Since March 2023, Andrea has owned 2.36m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
お知らせ • Jun 28AC Immune SA Receives FDA Fast Track Designation for Anti-Amyloid-Beta Active Immunotherapy, ACI-24 060, to Treat Alzheimer's DiseaseAC Immune SA announced that it has received Fast Track designation from the U.S. Food and Drug Administration (FDA) for its wholly-owned anti-amyloid beta (Abeta) active immunotherapy (vaccine)-candidate, ACI-24.060, for treatment of Alzheimer's disease. This follows FDA clearance of the Investigational New Drug (IND) application enabling expansion to the USA of the ongoing Phase 1b/2 ABATE study of ACI- 24.060 in patients with AD and individuals with DS. Furthermore, the first individual with DS has been dosed in ABATE. This regulatory progress underscores the attraction of an active immunotherapy targeting toxic species of Abeta. By inducing a polyclonal response including antibodies against both oligomeric Abeta and pyroglutamate-Abeta, ACI-24.060 targets the same toxic species as disease modifying anti-Abeta monoclonal antibodies that slowed AD progression in Phase 3 clinical trials. As ACI-24.060, created using our SupraAntigen(R) platform, specifically targets the most toxic forms of Abeta, we believe it may offer best-in-class efficacy with all the potential advantages in safety, administration and distribution that can be expected from a vaccine. We look forward to showing in first half 2024 the effect of ACI-24.060 on amyloid plaque reduction, a surrogate marker for disease modification. The ABATE study is a Phase 1b/2, multicenter, adaptive, double-blind, randomized, placebo-controlled study to assess the safety, tolerability, immunogenicity, and pharmacodynamic effects of ACI-24.060 in subjects with prodromal Alzheimer's disease and in adults with Down syndrome. All participants in the trial must have brain Abeta pathology confirmed by a positron emission tomography (PET) scan. Recent clinical studies and FDA approvals have validated Abeta as a disease modifying therapeutic target in AD and are supportive of Abeta PET imaging as a surrogate marker of efficacy. The trial begins with a dose escalation phase in AD patients, during which various doses/dosing regimens may be evaluated, and also includes individuals with DS. About AD in Down syndrome Individuals with Down syndrome (DS) have a third copy of all or part of chromosome 21, which contains the gene that codes for amyloid-precursor protein (APP). Overproduction of APP is believed to cause the accumulation of Abeta plaques. Virtually all individuals with DS will develop Abeta plaques and AD(1), with DS-related AD sharing a similar pathophysiology and biomarkers with other forms of genetic AD. Given the more predictable onset and progression of symptoms in DS-related AD, AC Immune believes ABATE's results will offer crucial insights into the ability of ACI-24.060 active immunotherapy to modulate neurodegeneration at its earliest stages and offer this population a much needed therapeutic option.
New Risk • Jun 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 22% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (22% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (CHF41m net loss in 3 years). Revenue is less than US$5m (CHF3.9m revenue, or US$4.4m).
お知らせ • Jun 24AC Immune SA Announces Not Stand for Re-Election of Board of DirectorsAC Immune SA announced that Alan Colowick and Tom Graney did not stand for re-election as Board of Directors at annual general meeting held on June 23, 2023.
分析記事 • Jun 03We Think AC Immune (NASDAQ:ACIU) Can Afford To Drive Business GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...
お知らせ • May 25AC Immune SA, Annual General Meeting, Jun 23, 2023AC Immune SA, Annual General Meeting, Jun 23, 2023, at 14:30 Central European Standard Time. Location: EPFL Innovation PArk Buidling F Ground Floor, Rooms Luna/Jupiter 1-15 Lausanne Lausanne Switzerland Agenda: to consider 2022 IFRS Consolidated Financial Statements, 2022 Statutory Financial Statements and 2022 Compensation Report; and to consider any other matters.
お知らせ • Jan 27AC Immune’s ACI-24.060 Anti-Amyloid Beta Vaccine for Alzheimer’s Shows Positive Initial Interim Safety and Immunogenicity in Phase 1b/2 ABATE TrialAC Immune SA announced the first interim safety, tolerability and immunogenicity findings from the Phase 1b/2 ABATE trial of its anti-amyloid-beta (Abeta) vaccine ACI-24.060 in patients with prodromal Alzheimer’s disease (AD). ABATE will now be expanded, as planned, to include individuals with Down syndrome (DS) and to evaluate higher doses in Alzheimer’s patients. Targeting Abeta using antibodies has recently been validated with FDA approvals of new monoclonal antibody treatments for patients with AD. By eliciting polyclonal anti-Abeta antibodies, the ACI-24.060 anti-Abeta vaccine development program aims to ultimately deliver significant benefits to patients, their caregivers, and healthcare systems in terms of potential safety and tolerability, low frequency dosing, low overall costs and durable responses. Early results from the first cohort of AD patients in ABATE showed that low dose ACI-24.060 could elicit an anti-Abeta antibody response as soon as week 6 (2 weeks after the second injection). The data show that ACI-24.060 vaccination has been safe and well tolerated to date. As a result, dosing in ABATE’s second, higher dose AD cohort has now begun and the trial is cleared to begin screening individuals with DS for part 2 of the study. The ABATE study is a Phase 1b/2, multicenter, adaptive, double-blind, randomized, placebo-controlled study to assess the safety, tolerability, immunogenicity, and pharmacodynamic effects of ACI-24.060 in subjects with prodromal Alzheimer’s disease and in adults with Down syndrome. All participants in the trial must have brain Abeta pathology confirmed by a positron emission tomography (PET) scan. The trial begins with a dose escalation phase in AD patients, during which various doses/dosing regimens may be evaluated, and also includes individuals with DS. ACI-24.060, derived from AC Immune’s SupraAntigen® platform, has been shown in preclinical studies to induce a strong polyclonal antibody response that matures and is maintained against both oligomeric and pyroglutamate-Abeta species, key pathological forms of Abeta believed to drive Abeta plaque formation and disease progression. ACI-24.060 is designed to enhance the formation of broad-spectrum protective antibodies with the same safety and tolerability previously demonstrated in the ACI-24 program in Phase 1 and 2 trials. This investigational candidate has the potential to efficiently inhibit plaque formation and increase plaque clearance, and thereby may reduce or prevent disease progression.
Major Estimate Revision • Dec 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CHF4.99m to CHF5.59m. EPS estimate fell from -CHF0.86 to -CHF0.88 per share. Biotechs industry in the US expected to see average net income decline 81% next year. Consensus price target up from US$10.77 to US$11.06. Share price fell 21% to US$1.74 over the past week.
分析記事 • Nov 25Will AC Immune (NASDAQ:ACIU) Spend Its Cash Wisely?We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Major Estimate Revision • Nov 04Consensus revenue estimates increase by 75%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from CHF1.60m to CHF2.80m. Forecast losses expected to reduce from -CHF0.96 to -CHF0.86 per share. Biotechs industry in the US expected to see average net income decline 73% next year. Consensus price target broadly unchanged at US$10.21. Share price was steady at US$2.86 over the past week.
Seeking Alpha • Jul 28AC Immune Non-GAAP EPS of -$0.23 in-lineAC Immune press release (NASDAQ:ACIU): Q2 Non-GAAP EPS of -CHF0.23 in-line. The Company had a total cash balance of CHF 154.1 million, composed of CHF 63.1 million in cash and cash equivalents and CHF 91.0 million in short-term financial assets. The Company reported a net loss after taxes of CHF 19.6 million for the three months ended June 30, 2022, compared with a net loss of CHF 19.1 million for the comparable period in 2021.
分析記事 • Jul 06Here's Why We're Not Too Worried About AC Immune's (NASDAQ:ACIU) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Major Estimate Revision • Mar 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -CHF0.39 to -CHF0.93 per share. Revenue forecast of CHF2.00m unchanged since last update. Biotechs industry in the US expected to see average net income decline 46% next year. Consensus price target up from US$14.14 to US$14.46. Share price rose 6.4% to US$4.49 over the past week.
分析記事 • Feb 03AC Immune (NASDAQ:ACIU) Is In A Good Position To Deliver On Growth PlansJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Recent Insider Transactions Derivative • Nov 12Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 49k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of November. If the sale is conducted around the recent share price of US$8.05, it would amount to US$394k. Since December 2020, Andrea's direct individual holding has increased from 2.35m shares to 2.37m. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Reported Earnings • Nov 10Third quarter 2021 earnings released: CHF0.22 loss per share (vs CHF0.26 loss in 3Q 2020)Third quarter 2021 results: Net loss: CHF15.9m (loss narrowed 16% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions Derivative • Sep 04Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 149k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of August. If the sale is conducted around the recent share price of US$12.09, it would amount to US$1.8m. Since December 2020, Andrea's direct individual holding has increased from 2.35m shares to 2.37m. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Major Estimate Revision • Aug 05Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -CHF0.18 to -CHF0.44 per share. Revenue forecast of CHF81.8m unchanged since last update. Biotechs industry in the US expected to see average net income decline 13% next year. Consensus price target broadly unchanged at US$15.42. Share price was steady at US$7.12 over the past week.
Recent Insider Transactions Derivative • Jun 28Co-Founder notifies of intention to sell stockAndrea Pfeifer intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of June. If the sale is conducted around the recent share price of US$8.23, it would amount to US$247k. For the year to December 2019, Andrea's total compensation was 29% salary and 71% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2020, Andrea's direct individual holding has increased from 2.35m shares to 2.37m. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
分析記事 • May 09Is AC Immune (NASDAQ:ACIU) In A Good Position To Deliver On Growth Plans?We can readily understand why investors are attracted to unprofitable companies. For example, although...
Reported Earnings • Mar 25Full year 2020 earnings released: CHF0.86 loss per share (vs CHF0.64 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: CHF15.4m (down 86% from FY 2019). Net loss: CHF61.9m (down 236% from profit in FY 2019). Products in clinical trials Phase I: 2 Phase II: 5 Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Mar 24Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 losses forecast to reduce from -CHF0.50 to -CHF0.44 per share. Revenue forecast steady at CHF57.1m. Biotechs industry in the US expected to see average net income growth of 4.2% next year. Consensus price target up from US$12.63 to US$12.95. Share price fell 3.2% to US$7.67 over the past week.
分析記事 • Feb 28How Much Of AC Immune SA (NASDAQ:ACIU) Do Institutions Own?Every investor in AC Immune SA ( NASDAQ:ACIU ) should be aware of the most powerful shareholder groups. Insiders often...
お知らせ • Feb 27AC Immune SA, Annual General Meeting, Mar 31, 2021AC Immune SA, Annual General Meeting, Mar 31, 2021, at 14:00 Central European Standard Time. Location: EPFL Innovation Park, Building B Lansanne Switzerland Agenda: To consider election of new Director; to consider amendments of the Articles of Association; to consider Organizational Notes (including measures due to Covid-19); to consider Legal Notice; to consider any other matter thereof.
Is New 90 Day High Low • Feb 12New 90-day high: US$8.43The company is up 64% from its price of US$5.14 on 13 November 2020. The American market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is up 20% over the same period.
Is New 90 Day High Low • Jan 26New 90-day high: US$6.53The company is up 32% from its price of US$4.94 on 27 October 2020. The American market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is up 27% over the same period.
分析記事 • Jan 24Analysts Just Made A Sizeable Upgrade To Their AC Immune SA (NASDAQ:ACIU) ForecastsAC Immune SA ( NASDAQ:ACIU ) shareholders will have a reason to smile today, with the analysts making substantial...
分析記事 • Jan 19We're Hopeful That AC Immune (NASDAQ:ACIU) Will Use Its Cash WiselyWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Is New 90 Day High Low • Jan 08New 90-day high: US$5.68The company is up 11% from its price of US$5.13 on 09 October 2020. The American market is also up 11% over the last 90 days, indicating the company’s price trend is similar to the market over that time. Its price trend is also similar to the Biotechs industry, which is up 11% over the same period.
分析記事 • Dec 15If You Had Bought AC Immune's (NASDAQ:ACIU) Shares Three Years Ago You Would Be Down 61%Investing in stocks inevitably means buying into some companies that perform poorly. But the long term shareholders of...
分析記事 • Nov 19Need To Know: Analysts Are Much More Bullish On AC Immune SA (NASDAQ:ACIU) RevenuesCelebrations may be in order for AC Immune SA (NASDAQ:ACIU) shareholders, with the analysts delivering a significant...
Analyst Estimate Surprise Post Earnings • Nov 15Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 98%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 136%, compared to a 383% growth forecast for the Biotechs industry in the US.
Reported Earnings • Nov 15Third quarter 2020 earnings released: CHF0.26 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: CHF1.12m (down 97% from 3Q 2019). Net loss: CHF19.0m (down 204% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Oct 20New 90-day low: US$4.77The company is down 31% from its price of US$6.91 on 22 July 2020. The American market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Biotechs industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.