AC Immune Could Reload On Upcoming Readout

Dec. 06, 2022 7:42 AM ETAC Immune SA (ACIU)


  • The company has a lot of cash.
  • Their lead vaccine was selected by a Big Pharma partner for later-stage development.
  • They have an important clinical trial readout towards the end of the year.

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AC Immune (NASDAQ:ACIU) is a small (~$200 million market cap) clinical-stage biopharmaceutical company focusing on neurodegenerative diseases, including Alzheimer’s disease (or AD) and Parkinson’s disease (or PD). Shares are down 53% year-to-date. Two of their leading drug candidates partnered with Big Pharma (Figure 1) didn't meet clinical endpoints

AC Immune pipeline

Investor Presentation

This article was written by

The Clinically Sound Investor is a pharmacist with a PharmD and a BA in psychology. He has worked across the spectrum from very small independent and hospital pharmacies to the some of the largest retail corporations and medical centers in the nation, as well as experience in specialty and mail order settings. Fascinated by watching the rise of Walmart and Apple after 2008, he now follows the advice "know thyself" and puts expertise of understaning scientific literature to research biotechnology stocks. His investments early on were driven by binary events such as FDA Advisory Committee meetings and PDUFA dates (approvals). Despite initial successes, there were too few of these events, so he expanded into predicting Phase II/III trial results. His writings should not be considered financial advice or the basis for investment decisions. While his interpretations of clinical trial results--which may be overlooked or even thoroughly misunderstood by Wall Street--could be helpful, they're only as good as the original reports they come from. Although written by scientists and doctors, there will always be a slant from the sponsoring company, or worse (like, say, missing data...).

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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