Recent 8-K filings for ALMS

• September 1, 2026, 8:30 AM ET other material materiality 0.75 negative item 8.01item 9.01

  Alumis LUMUS Phase 2b misses primary endpoint in SLE; IFNGS-high subgroup shows robust responses

  LUMUS Phase 2b (n=408) did not meet primary endpoint BICLA at Week 48 in overall SLE population.

• August 13, 2026, 4:07 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  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.

• August 10, 2026, 4:06 PM ET other material materiality 0.80 positive item 8.01item 9.01

  Envudeucitinib achieves 54% PASI 100 at 48 weeks; NDA on track for 4Q 2026

  54% of patients achieved PASI 100 (complete skin clearance) at 48 weeks; 75% achieved PASI 90.

• May 14, 2026, 4:09 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

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

  Net loss $93.1M for Q1 2026; cash, equivalents and marketable securities $569.5M; runway into Q4 2027.

• March 30, 2026, 7:59 PM ET other material materiality 0.80 positive item 8.01item 9.01

  Alumis Phase 3 envudeucitinib hits PASI 90/100 endpoints in plaque psoriasis

  PASI 90 at Week 24: 68.0% (ONWARD1) and 62.1% (ONWARD2); PASI 100: 41.0% and 39.5%.

• March 19, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Alumis reports 2025 net loss $243.3M; Phase 3 envudeucitinib meets endpoints; NDA plan 2H2026

  Net loss of $243.3M vs. $294.2M in 2024; revenue $24.1M from Kaken license.

• January 9, 2026, 6:59 PM ET other material materiality 0.80 neutral item 2.02item 8.01item 9.01

  Alumis prices public offering of 17.65M shares at $17/sh for ~$345M gross; prelim cash $308.6M

  Public offering of 17,650,000 shares at $17.00 per share; gross proceeds ~$345.1 million.

• January 6, 2026, 6:59 PM ET other material materiality 0.90 positive item 8.01item 9.01

  Alumis Phase 3 oral psoriasis drug envudeucitinib meets all endpoints; NDA planned H2 2026

  Both ONWARD1 and ONWARD2 trials met co-primary endpoints PASI 75 and sPGA 0/1 at Week 16 (p<0.0001).

• January 2, 2026, 6:59 PM ET litigation materiality 0.75 negative item 8.01

  Alumis sends material breach notice to Climb Bio over $3M milestone; Climb Bio files declaratory judgment action

  Climb Bio failed to pay $3,000,000 Development Milestone due Jan 1, 2026 under the Asset Purchase Agreement.

• November 13, 2025, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Alumis Q3 net loss $110.8M; cash $377.7M; Phase 3 psoriasis data expected Q1 2026

  Net loss of $110.8M for Q3 2025 vs. $93.1M in Q3 2024; R&D expenses rose to $97.8M from $87.8M.

• August 13, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Alumis Q2 net income $59.3M (incl. $187.9M merger gain); Phase 3 psoriasis & Phase 2b SLE enrollment complete

  Cash, cash equivalents and marketable securities of $486.3M as of June 30, 2025; expects to fund operations into 2027.

• June 30, 2025, 7:59 PM ET M&A materiality 0.60 neutral item 9.01

  Alumis files ACELYRIN financials: 2024 net loss $248M, cash $448M

  ACELYRIN's FY2024 net loss $248.2M, down from $381.6M in 2023; no revenue.

• May 21, 2025, 7:59 PM ET M&A materiality 0.90 positive item 2.01item 5.02item 8.01item 9.01 ◈ M&A Transactions

  Alumis completes merger with ACELYRIN; cash runway extended into 2027

  Each ACELYRIN share exchanged for 0.4814 shares of Alumis common stock; ACELYRIN stock ceased trading.

• May 19, 2025, 7:59 PM ET M&A materiality 0.75 positive item 5.07

  Alumis shareholders approve ACELYRIN merger; expected to close May 21, 2025

  Stock issuance proposal approved: 41,861,422 For, 159,077 Against, 1,406 Abstain.

• May 14, 2025, 7:59 PM ET earnings materiality 0.90 negative item 2.02item 9.01

  Alumis Q1 net loss $99M, revenue $17.4M; merger with ACELYRIN on track for Q2 2025 close

  Net loss of $99M in Q1 2025 vs $49.8M in Q1 2024; revenue of $17.4M from Kaken license fee.

• April 21, 2025, 7:59 PM ET M&A materiality 0.75 positive item 1.01item 8.01item 9.01

  Alumis and ACELYRIN amend merger terms; ACELYRIN stockholders get 48% ownership of combined company

  Exchange ratio revised to 0.4814 Alumis shares per ACELYRIN share, up from original terms; Alumis stockholders own ~52%, ACELYRIN ~48% fully diluted.

• March 25, 2025, 7:59 PM ET M&A materiality 0.75 positive item 8.01item 9.01

  Alumis licenses ESK-001 to Kaken for Japan; $40M upfront/near-term plus $140M milestones

  Alumis receives $20M upfront and $20M co-development payments from Kaken in 2025-2026.

• March 19, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Alumis 2024 net loss $294.2M, cash $288.3M; ACELYRIN merger expected Q2 2025

  Net loss of $294.2M in 2024 vs $155.0M in 2023; R&D expenses rose to $265.6M from $137.7M.

• March 10, 2025, 7:59 PM ET other material materiality 0.75 positive item 8.01item 9.01

  Alumis reports positive 52-week Phase 2 OLE data for ESK-001 in plaque psoriasis at AAD 2025

  ESK-001 40 mg BID achieved PASI 90 61.3%, PASI 100 38.8%, sPGA 0 38.8% at Week 52 (mNRI, n=80).

• March 4, 2025, 6:59 PM ET M&A materiality 0.70 positive item 7.01item 9.01

  Alumis and ACELYRIN reaffirm all-stock merger; pro forma cash ~$737M

  Alumis and ACELYRIN reaffirm commitment to merge in an all-stock transaction expected to close Q2 2025.

• February 6, 2025, 6:59 PM ET M&A materiality 0.90 neutral item 1.01item 2.02item 7.01item 8.01item 9.01

  Alumis to acquire ACELYRIN in all-stock merger; exchange ratio 0.4274

  Alumis to acquire ACELYRIN via merger; each ACELYRIN share converted into 0.4274 Alumis shares.

• November 13, 2024, 6:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  Alumis reports Q3 net loss of $93.1M; cash of $361.9M funds operations into 2026

  Net loss of $93.1M in Q3 2024 vs $43.4M in Q3 2023; R&D expenses rose to $87.8M from $37.8M, including $23M milestone payment for FronThera acquisition.

• August 13, 2024, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  Alumis Q2 net loss $56.5M, cash $209.5M; Phase 3 psoriasis trial initiated

  Net loss $56.5M for Q2 2024 vs $36.3M in Q2 2023; R&D expense $48.6M (up from $32.8M).

• July 18, 2024, 7:59 PM ET other material materiality 0.70 neutral item 8.01

  Alumis closes $40M private placement of 2.5M shares

  Completed sale of 2,500,000 shares of common stock for gross proceeds of $40M.

• July 3, 2024, 7:59 PM ET other material materiality 0.75 positive item 1.01item 3.02item 9.01

  Alumis raises $40M in PIPE at $16/share from AyurMaya, tied to IPO

  Agreed to sell 2.5M shares of common stock to AyurMaya at $16.00/share for $40M total.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.70 · Most common event other_material

13 positive 5 negative 15 neutral

source · ALMS on sec.gov