{"schema_version":"secwatch.filing_event.v1","accession":"0001847367-26-000009","form_type":"8-K","ticker":"ALMS","cik":"0001847367","company_name":"ALUMIS INC.","filed_at":"2026-05-14T20:09:31+00:00","discovered_at":"2026-05-14T20:11:00.325340+00:00","generated_at":"2026-05-14T20:57:13.384539+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Alumis Q1 net loss $93.1M; Phase 3 envudeucitinib shows 68% PASI 90; NDA on track Q4 2026","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001847367-26-000009","json":"https://secwatch.observer/filing/0001847367-26-000009.json","markdown":"https://secwatch.observer/filing/0001847367-26-000009.md","text":"https://secwatch.observer/filing/0001847367-26-000009.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1847367/000184736726000009/0001847367-26-000009-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1847367/000184736726000009/alms-20260514x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T20:57:13.384539+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"321ec1da179aa9917c512e109cd8611454e1f839","claim":"ALUMIS INC. reported the quarter ended March 31, 2026 results: revenue $1.7 million, net income $93.1 million.","evidence_excerpt":"Quarter 2026 Financial Results ● As of March 31, 2026, Alumis had cash, cash equivalents and marketable securities of $569.5 million. ● Revenue included collaboration revenue of $1.7 million for the three months ended March 31, 2026, compared to license revenue of $17.4 million for the three months ended March 31, 2025, related to the collaboration and licensing","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1847367/000184736726000009/0001847367-26-000009-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2026"},{"label":"Revenue","value":"$1.7 million"},{"label":"Net income","value":"$93.1 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}