AC Immune SA (ACIU)
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Absci (ABSI): the hair-regrowth data bet hiding inside an AI drug-discovery platform
ABSI is a clinical data story before it is a revenue story: ABS-201 could validate the AI-biologics platform, but Q1 2026 still shows tiny partner revenue, heavy R&D burn, and no product sales.
OpenAC Immune: five neurodegeneration shots before the 2027 cash clock rings
AC Immune has partner-backed Alzheimer's programs, a Parkinson's active immunotherapy readout, a new NLRP3 Phase 1 asset, and CHF 74.8 million of Q1 2026 cash resources. The hard question is whether 2026 milestones can turn platform promise into partner commit
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