earnings
confidence high
sentiment positive
materiality 0.70
Alumis Q2 2026: ONWARD3 shows 54% PASI 100; NDA on track for Q4
ALUMIS INC.
- ONWARD3: 75% PASI 90, 54% PASI 100 at 48 weeks (n=773) for envudeucitinib in PsO.
- NDA submission for envudeucitinib in moderate-to-severe plaque psoriasis on track for Q4 2026.
- Phase 2b LUMUS topline data in SLE expected Q3 2026; prioritizing Sjögren's and CLE.
- Q2 net loss $142.2M vs net income $59.3M (incl. $187.9M ACELYRIN gain); $41.8M lonigutamab impairment.
- Cash $502.3M; guidance funds into Q4 2027.