Leerink Says AC Immune (ACIU) Eli Lilly Tau Program Amendment Is Great News

AC Immune SA (NASDAQ:ACIU) is one of the 7 Best Strong Buy European Stocks to Invest In. On April 7, 2026, Leerink analyst Marc Goodman said AC Immune SA (NASDAQ:ACIU) amending its collaboration with Eli Lilly for the Morphomer Tau program is “great news,” highlighting continued interest in targeting intracellular Tau for early Alzheimer’s prevention. Marc Goodman added the update suggests Eli Lilly remains committed to this approach despite prior setbacks and reflects ongoing interest in non-antibody modalities for targeting Tau.

Earlier that day, AC Immune announced an amendment to its 2018 license and collaboration agreement with Eli Lilly to continue research and development of Tau aggregation inhibitor small molecules. The amendment includes work on new Morphomer Tau candidates and back-up compounds, with AC Immune set to receive a CHF 10M upfront payment and a milestone tied to Phase 1 dosing, along with eligibility for over CHF1.7B in development, regulatory, and commercial milestones and low double-digit royalties.

Leerink Says AC Immune (ACIU) Eli Lilly Tau Program Amendment Is Great News

On March 19, 2026, AC Immune presented Phase 1 data on its PET tracer ACI-19626, including the first in vivo imaging of TDP-43 pathology in the human brain. The company said the data support the tracer’s ability to detect pathological TDP-43 in patients, with higher uptake observed in key brain regions in patients with frontotemporal dementia compared to healthy subjects, alongside favorable safety, tolerability, and pharmacokinetic characteristics.

AC Immune SA (NASDAQ:ACIU) develops therapeutic and diagnostic products targeting neurodegenerative diseases associated with protein misfolding.

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