secwatch.observer — SEC 8-K summary
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Issuer:     ALUMIS INC. (ALMS)
CIK:        0001847367
Form:       8-K
Filed at:   2026-05-14T20:09:31+00:00
Accession:  0001847367-26-000009
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Alumis Q1 net loss $93.1M; Phase 3 envudeucitinib shows 68% PASI 90; NDA on track Q4 2026
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1847367/000184736726000009/0001847367-26-000009-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1847367/000184736726000009/alms-20260514x8k.htm
  HTML page:      https://secwatch.observer/filing/0001847367-26-000009

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer