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AC Immune SA (ACIU) Stock Analysis

Healthcare

AC Immune SA

$2.93

+$0.10 (+3.53%)

Last Updated: May 26, 2026

Price History

Analysis

Company Overview

AC Immune SA operates within the healthcare sector, specifically functioning as a clinical stage biopharmaceutical company dedicated to the discovery, design, and development of medicines and therapeutic products for the prevention and treatment of neurodegenerative diseases associated with protein misfolding. The company leverages proprietary platforms, including its SupraAntigen and Morphomer technologies, to advance its pipeline of diagnostic and therapeutic solutions. In terms of scale, AC Immune SA holds a market capitalization of $299.21M and employs 90 individuals to execute its scientific and commercial strategies. The company reported annual revenue of $3.57M for the trailing twelve months, which indicates a mid-sized enterprise with significant capital requirements typical of the biotechnology industry where revenue generation is often secondary to pipeline development and research expenditure. This valuation suggests the market is pricing the company based on future potential rather than current earnings, reflecting the high-risk, high-reward nature of its specific focus on protein misfolding disorders.

Financial Health

The company reported a revenue of $3.57M for the trailing twelve months, while net income stood at $-70,447,000 and EBITDA was $-67,470,000. The substantial gap between the modest revenue figure and the significantly larger net loss reveals a cost structure dominated by high operational expenses, likely driven by research and development activities, regulatory costs, and personnel salaries essential for advancing clinical-stage assets. Free cash flow was reported at $-41,761,752, which indicates a heavy reliance on external capital sources such as equity offerings or debt financing to sustain operations without generating internal liquidity. Gross margin, operating margin, and profit margin are all reported as 0.0%, a metric common in early-stage biotechnology firms where revenue is minimal relative to fixed costs or where costs exceed sales, resulting in no realized gross profit. The balance sheet shows cash reserves of $91.41M against total debt of $4.54M, a disparity highlighted by a debt-to-equity ratio of 10.12, which technically suggests a leveraged position due to the denominator being negative equity, yet the absolute debt load remains manageable relative to available cash. The current ratio is 1.02, indicating that the company possesses just enough liquid assets to cover its short-term liabilities, reflecting a tight liquidity position with limited margin for error. Return on equity is -89.7% and return on assets is -22.3%, metrics that reveal management is currently burning through capital rather than generating returns, a standard characteristic for companies in the clinical development phase before commercial products are approved.

Valuation Assessment

The trailing P/E ratio is N/A due to the lack of positive earnings, while the forward P/E is 4.78, implying that the market expects a significant turnaround in earnings or a restructuring of the income statement in the coming period. The price-to-book ratio stands at 5.25, indicating that the market is valuing the company at more than five times its book value, a premium often applied to firms with intangible assets like intellectual property that are not fully reflected on the balance sheet. Alternative valuation metrics such as the price-to-sales ratio of 83.74 and an EV/EBITDA of -3.04 suggest that the stock is priced primarily on future revenue potential and growth expectations rather than current profitability or cash flow generation. The 52-week trading range spans from a low of $1.43 to a high of $4.00; without the current price explicitly listed in the provided facts, the relative position is defined by this wide volatility band which suggests substantial price swings over the last year. The beta value of 1.65 indicates that the stock is significantly more volatile than the broader market, meaning it is expected to experience larger price swings in both directions compared to a standard market index.

Growth & Income

Revenue growth year-over-year is -70.3%, while earnings growth is N/A, indicating that the company is currently contracting in terms of top-line sales and is not in a phase of traditional earnings expansion. Since earnings are negative, the concept of earnings growing faster or slower than revenue is not applicable in a standard sense, as the primary financial focus remains on reducing losses and progressing clinical trials rather than scaling revenue immediately. The company does not pay dividends, evidenced by a dividend yield of N/A and a payout ratio of 0.0%, which means the company retains all available cash to reinvest into its research and development pipeline rather than distributing income to shareholders. This non-dividend profile is typical for biotechnology firms that prioritize capital allocation toward asset development over shareholder payouts, summarizing a growth-oriented strategy where income generation is deferred until later development stages.

Peer Comparison

AC Immune SA (ACIU) operates in the Biotechnology industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
AC Immune SA ACIU $298.20M N/A
Vertex Pharmaceuticals Incorporated VRTX $110.64B 25.8
Regeneron Pharmaceuticals, Inc. REGN $66.98B 15.6
argenx SE ARGX $50.52B 36.0

The Biotechnology industry average P/E ratio is 53.8x. AC Immune SA trades at a P/E of N/A.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About AC Immune SA

AC Immune SA, a clinical stage biopharmaceutical company, discovers, designs, and develops medicines, and therapeutic and diagnostic products for the prevention and treatment of neurodegenerative diseases associated with protein misfolding. The company's SupraAntigen and Morphomer platforms are designed to generate biologics and small molecules, which selectively interact with misfolded proteins that are common in a range of neurodegenerative diseases. It develops Crenezumab, a humanized, conformation specific monoclonal antibody used to slow Alzheimer's disease (AD) progression; and Semorinemab, an investigational monoclonal anti-Tau antibody that targets the N-terminal portion of the Tau protein and is designed to bind to Tau and slow its spread between neurons for the treatment of AD. The company is also developing ACI-24.060 for the treatment of down syndrome related AD; ACI-7104.056 to treat Parkinson's disease; and ACI-35.030, designs to stimulate a patient's immune system to produce antibodies against pathological phosphorylated Tau. In addition, it develops diagnostic programs consisting of PI-2620, a Tau diagnostic for AD, as well as non-AD Tauopathies; and ACI-12589 and ACI-15916, a-sync PET tracer that supports the differential diagnosis of multiple system atrophy from other neurodegenerative diseases. Further, the company is researching and developing Morphomer Tau aggregation inhibitors to evaluate candidates in AD; Morphomer a-syn to compete with small molecule inhibitors of a-syn aggregation; and NeuroOrphan Tauopathies. Additionally, it generates discovery and preclinical stage molecules targeting range of neurodegenerative diseases, which include diagnostics targeting TDP-43, alpha-synuclein, and NLRP3. The company has license agreements and collaborations with Genentech, Inc.; Janssen Pharmaceuticals, Inc.; Life Molecular Imaging SA; and Eli Lilly and Company. AC Immune SA was incorporated in 2003 and is headquartered in Lausanne, Switzerland.

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Key Statistics

Market Cap
$298.20M
P/E Ratio
N/A
52-Week High
$4.00
52-Week Low
$1.60
Avg Volume
268.54K
Beta
1.65

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NASDAQ
Country
Switzerland
Employees
90