secwatch.observer — SEC 8-K summary ====================================== Issuer: ALUMIS INC. (ALMS) CIK: 0001847367 Form: 8-K Filed at: 2026-03-19T23:59:59+00:00 Accession: 0001847367-26-000004 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Alumis reports 2025 net loss $243.3M; Phase 3 envudeucitinib meets endpoints; NDA plan 2H2026 -------------------------------------------------------------------------------- - Net loss of $243.3M vs. $294.2M in 2024; revenue $24.1M from Kaken license. - Cash, cash equivalents and marketable securities $308.5M at Dec 31, 2025. - Jan 2026 public offering raised $345.1M gross; net proceeds $324.4M extend runway into Q4 2027. - R&D expenses $386.0M, up 45% YoY, driven by Phase 3 ONWARD program and merger costs. - NDA for envudeucitinib in plaque psoriasis on track for 2H2026; SLE Phase 2b data expected 3Q2026. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1847367/000184736726000004/0001847367-26-000004-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1847367/000184736726000004/alms-20260319x8k.htm HTML page: https://secwatch.observer/filing/0001847367-26-000004 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer