
AC Immune: Buy Continued ACI-7104 Progress, PD, And Pipeline Expansions
Seeking Alpha
Published: Sep 25, 2026, 04:21 AM GMT+9
Summary AC Immune maintains a "Buy" rating, driven by positive 100-week safety and immunogenicity data for ACI-7104 in early-stage Parkinson’s disease. Progress in the pipeline includes Takeda-partnered ACI-24 for prodromal Alzheimer’s, triggering a $12M milestone and showing antibody responses at all dose levels. Brain-penetrant NLRP3 inhibitor ACI-19764 advances, with phase 1/1b initial data at the end of 2026 and final data in the 1st half of 2027, targeting neuroinflammatory and metabolic disorders. The company's cash runway extends into Q4 2027, but additional funding or milestone payments may be needed to sustain operations beyond that horizon. Looking for a portfolio of ideas like this one? Members of Biotech Analysis Central get exclusive access to our subscriber-only portfolios. Learn More » Thidarat Kwangten/iStock via Getty Images The last time I spoke about AC Immune SA ( ACIU ), it was with a Seeking Alpha article entitled " AC Immune: Maintaining 'Buy' Rating On Next Steps For ACI-7104.056 Development In PD ." With respect to this article, I This article was written by Terry Chrisomalis 15.18K Followers Follow Terry Chrisomalis is a private investor in the Biotech sector with years of experience utilizing his Applied Science background to generate long term value from Healthcare. He is the author of the investing group Biotech Analysis Central which contains a library of 600+ Biotech investing articles, a model portfolio of 10+ small and mid-cap stocks with deep analysis for each, live chat, and a range of analysis and news reports to help Healthcare investors make informed decisions. Analyst’s 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. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Source: Seeking Alpha
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