Mar. 16 at 5:23 PM
$ACRS H.C. Wainwright analysts reiterated a Buy rating and
$16.00 price target on Aclaris Therapeutis (ACRS).
The analysts commented: "Pfizer recently released top-line Phase 2 data for tilrekimig (PF-07275315), an investigational, first-in-class trispecific antibody that targets IL-4, IL-13, and thymic stromal lymphopoietin (TSLP). Tilrekimig provides elegant proof-of-concept for ATI-052 given the overlap in targets, since ATI-052 is a bispecific antibody with extended half-life targeting both IL-4Rα (which blocks both IL-4 and IL-13 downstream signaling) and TSLP. However, ATI-052 has 70x greater potency vs. tezepelumab; Pfizer’s trispecific has similar anti-TSLP activity to tezepelumab (marketed under the trade name Tezspire). ATI-052 also has dual affinity and avidity for TSLP and IL-4R vs. tilrekimig, which only has monovalent binding affinity. Tilrekimig probably has a 10-14-day half-life; in comparison, ATI-052 could retain above-threshold limit (...) [SEE PRINT BELOW]
