secwatch.observer — SEC 8-K summary
======================================

Issuer:     ALUMIS INC. (ALMS)
CIK:        0001847367
Form:       8-K
Filed at:   2026-08-13T20:07:36+00:00
Accession:  0001847367-26-000016
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Alumis Q2 2026: ONWARD3 shows 54% PASI 100; NDA on track for Q4
---------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1847367/000184736726000016/0001847367-26-000016-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1847367/000184736726000016/alms-20260813x8k.htm
  HTML page:      https://secwatch.observer/filing/0001847367-26-000016

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