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ALUMIS INC. (ALMS) Form 8-K — Aug 13, 2026

$ALMSForm 8-KItems 2.02, 9.01Filed Aug 13, 2026, 4:07 PM ET0001847367-26-000016Original filing

Alumis reported second quarter 2026 financial results with cash, cash equivalents and marketable securities of $502.3 million, which it expects to fund operations into the fourth quarter of 2027. Net loss was $142.2 million, including a $41.8 million impairment of the lonigutamab acquired IPR&D asset after the company decided to explore strategic alternatives for that program. The clinical highlight was long-term ONWARD3 data showing 75% of patients achieved PASI 90 and 54% achieved complete skin clearance (PASI 100) after up to 48 weeks of envudeucitinib in plaque psoriasis (n=773), which management called the highest reported PASI 100 rate among oral therapies.

Key figures

Revenue
1662000
Guidance
Cash, cash equivalents and marketable securities as of June 30, 2026 are expected to fund operating expenses and capital expenditure requirements into the fourth quarter of 2027.
Total Assets
560618000
Cash Position
502300000
Onward3 n
773
Ga expense q2 2025
34450000
Ga expense q2 2026
23356000
Rnd expense q2 2025
108755000
Rnd expense q2 2026
85337000
Nda submission target
Q4 2026
Onward3 pasi90 rate 48wk
75%
Onward3 pasi100 rate 48wk
54%
Lumus sle topline expected
Q3 2026
Impairment loss lonigutamab
41824000
A005 phase2 parkinsons start
1H 2027
Collaboration revenue q2 2025
2700000
Collaboration revenue q2 2026
1700000
Prior year q2 2025 net income
59321000
Prior year acelyrin merger gain
187907000

Price after filing

1 day: -3.8%7 days: -9.9%30 days: -63.8%

Close on the filing date to close N calendar days later (from $25.37). Historical, not a forecast.

AI analysis

Red flags5 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    ALUMIS INC. (ALMS) Form 8-K — Aug 13, 2026: AI Analysis | Signal8