Replies to post #208044 on Biotech Values

[mcbio]

ACRS -

Their lead program is Seborrheic Keratosis (where most of the value is too) but the assets that caught my eye are actually their JAK programs for Alopecia and Vitiligo. Anyone here have an opinion on the company?

Can't say I know this one all that well. Rightly or wrongly, I'm generally a bit wary of P3 binaries in general and especially when it pertains to a dermatological indication (quite often high placebo responses). As far as the follow-on JAK programs, there are others working in this space, correct? I recall an obscure Australian small-cap biotech that I believe was working on a JAK program for alopecia (would have to dig to recall but I generally don't trust Australian small-cap biotechs anyways).