other material
confidence high
sentiment negative
materiality 0.75
Alumis LUMUS Phase 2b misses primary endpoint in SLE; IFNGS-high subgroup shows robust responses
ALUMIS INC.
- LUMUS Phase 2b (n=408) did not meet primary endpoint BICLA at Week 48 in overall SLE population.
- Prespecified IFNGS-high subgroup showed robust responses on BICLA, CLASI-50, SRI-4, and LLDAS.
- Dose-dependent target engagement with maximal suppression at 40mg BID; no new safety signals observed.
- Alumis plans regulatory engagement to discuss Phase 3 development for envudeucitinib in SLE.
- NDA submission for envudeucitinib in moderate-to-severe plaque psoriasis remains on track for 4Q 2026.