HIGHOutside partyCounterparty
Biosion
“10-K Item 1: 'We exclusively license global rights (excluding Mainland China, Macau, Hong Kong and Taiwan ("Greater China")) to bosakitug from Biosion, Inc.'”
ACRS · Concentration risk · 10-K extracted
Aclaris Therapeutics (ACRS) concentration risks
Updated
The most significant concentration Aclaris Therapeutics discloses is Biosion, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Aclaris Therapeutics’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH1
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Aclaris Therapeutics' disclosed concentration risk is a single, significant licensing dependency: the company exclusively licenses global rights (excluding Mainland China, Macau, Hong Kong and Taiwan) to bosakitug from Biosion, Inc.. This is a dependency-type exposure rather than a structural feature spread across the business — Aclaris's rights to this asset outside Greater China rest entirely on the continuation and terms of its license agreement with a single licensor. Because no other concentration is disclosed, this relationship is effectively the whole picture for now: the program's commercial prospects, and by extension a meaningful part of the company's pipeline value, depend on Biosion remaining a stable counterparty and the license terms remaining intact. Investors evaluating Aclaris should treat the Biosion relationship as the primary swing factor in the concentration risk profile, since any disruption to the license — whether commercial, legal, or related to Biosion's own standing — would directly affect Aclaris's rights to the licensed asset outside its excluded territories.
For the engine’s reasoning on ACRS’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Biotechnology
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ACAD | ACADIA Pharmaceuticals Inc. | 2 | 0 | 0 | 2 |
| ABUS | Arbutus Biopharma Corporation | 1 | 1 | 0 | 2 |
| ABSI | Absci Corporation | 1 | 0 | 0 | 1 |
| ACRS● | Aclaris Therapeutics, Inc. | 1 | 0 | 0 | 1 |
| ABCL | AbCellera Biologics Inc. | 0 | 0 | 0 | 0 |
| ACHV | Achieve Life Sciences, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.