secwatch.observer — SEC 8-K summary ====================================== Issuer: ALUMIS INC. (ALMS) CIK: 0001847367 Form: 8-K Filed at: 2025-08-13T23:59:59+00:00 Accession: 0001847367-25-000039 Event type: earnings Sentiment: neutral Materiality: 0.70 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Alumis Q2 net income $59.3M (incl. $187.9M merger gain); Phase 3 psoriasis & Phase 2b SLE enrollment complete -------------------------------------------------------------------------------- - Cash, cash equivalents and marketable securities of $486.3M as of June 30, 2025; expects to fund operations into 2027. - Phase 3 ONWARD trials (psoriasis) fully enrolled; topline data expected early Q1 2026. - Phase 2b LUMUS trial (SLE) fully enrolled with 408 patients; topline data expected Q3 2026. - Completed merger with ACELYRIN, adding $382.6M cash; total merger-related expenses of $26.8M in Q2. - R&D expenses $108.8M (up from $48.6M); G&A $34.5M (up from $7.6M) driven by merger costs and clinical acceleration. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1847367/000184736725000039/0001847367-25-000039-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1847367/000184736725000039/alms-20250813x8k.htm HTML page: https://secwatch.observer/filing/0001847367-25-000039 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer