earnings
confidence high
sentiment positive
materiality 0.65
Alumis Q1 net loss $93.1M; Phase 3 envudeucitinib shows 68% PASI 90; NDA on track Q4 2026
ALUMIS INC.
2026-Q1 EPS reported
-$0.74
revenue$1,741,000
- Net loss $93.1M for Q1 2026; cash, equivalents and marketable securities $569.5M; runway into Q4 2027.
- Phase 3 PsO: PASI 90 at Wk24: 68.0% and 62.1%; PASI 100: 41.0% and 39.5%; early quality-of-life improvements.
- NDA submission for envudeucitinib in PsO on track Q4 2026; Phase 2b SLE topline data expected Q3 2026; TYK2 franchise update Q2 2026.
- R&D expenses $81.5M (down from $96.6M); G&A $18.6M (down from $22.3M); exploring strategic alternatives for lonigutamab.
item 2.02item 9.01