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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.

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.

While we acknowledge the risk and potential of ACIU as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ACIU and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. 

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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