Behavioral Patterns of ALMS and Institutional Flows
This article analyzes Alumis Inc. (NASDAQ: ALMS) using AI models to identify behavioral patterns and institutional flows. It highlights weak near and mid-term sentiment, posing a challenge to a long-term positive outlook, and provides three distinct institutional trading strategies: Position Trading, Momentum Breakout, and Risk Hedging, along with a multi-timeframe signal analysis. The report notes elevated downside risk due to the absence of additional long-term support signals.
ALMS Stock Clocks Worst Day After 57% Drop — What Drove The Selloff?
Alumis Inc. (ALMS) shares plummeted 57% after its Phase 2b LUMUS trial for envudeucitinib in moderate-to-severe systemic lupus erythematosus missed primary endpoints. Despite the overall trial failure, a subgroup analysis showed "highly compelling" benefits, leading the company to plan discussions with regulators for a late-stage program. Analysts cut price targets but maintained "Buy" ratings, citing the potential for the lupus drug in a specific patient group and the high probability of approval for envudeucitinib in plaque psoriasis, which is still on track for Q4 U.S. filing.
Alumis (NASDAQ: ALMS) director buys 986K shares, agrees to give back trade profit
Alumis director Srinivas Akkaraju reported net purchases of 890,590 shares of ALMS stock in early September 2026 through affiliated funds, with total purchases of 986,721 shares and sales of 96,131 shares. A significant detail is that certain sales and purchases on September 8, 2026, were matchable under Section 16(b), resulting in short-swing profit liability, which Akkaraju has agreed to disgorge to Alumis. The transactions involved weighted average prices and did not indicate a Rule 10b5-1 trading plan.
Alumis Insider Bought Shares Worth $10,726,255, According to a Recent SEC Filing
An insider at Alumis Inc. recently purchased shares valued at $10,726,255, as disclosed in a recent SEC filing. This transaction follows several analyst adjustments to Alumis's ratings and price targets, often in response to trial data for its lupus drug, envudeucitinib. The company is a late-stage biopharmaceutical firm focusing on developing targeted therapies for immune-mediated diseases.
Alumis director Akkaraju buys $5.8m, sells $1m of ALMS shares
Alumis Inc. director Srinivas Akkaraju conducted significant transactions in early September 2026, acquiring over $10.7 million in ALMS shares and selling shares valued at more than $1 million. These trades, executed indirectly through investment funds, resulted in short-swing profit liability which Mr. Akkaraju has agreed to disgorge. The transactions occurred while ALMS shares traded significantly below their 52-week high, and amidst recent negative news regarding the company's lupus drug trial.
Alumis at Cantor conference: psoriasis strength, lupus setback
Alumis presented at the 12th Annual Cantor Fitzgerald Global Healthcare Conference, highlighting strong psoriasis data for its TYK2 drug envudeucitinib, which could lead to a near-term NDA filing. However, its Phase IIb lupus trial missed its primary endpoint in the overall population, though a robust response was observed in patients with a type I interferon signature. The company is now evaluating capital allocation, potential partnerships, and pipeline positioning following these mixed results, with shares reacting to the news by falling in regular trading but rising after hours.
Price-Driven Insight from (ALMS) for Rule-Based Strategy
This article analyzes Alumis Inc. (ALMS) using AI models, highlighting weak near and mid-term sentiment despite a long-term positive outlook. It provides three institutional trading strategies (Position, Momentum Breakout, Risk Hedging) with specific entry, target, and stop-loss zones. The analysis also includes multi-timeframe signal strengths, support, and resistance levels for ALMS.
Alumis to Participate in Upcoming September Investor Conferences
Alumis Inc. announced its participation in several investor conferences in September 2026, including the Wells Fargo 21st Annual Healthcare Conference, Cantor Global Healthcare Conference, Morgan Stanley Global Healthcare Conference, and Baird 2026 Global Healthcare Conference. The company, a late-stage biopharmaceutical firm focusing on immune-mediated diseases, will feature in fireside chats and presentations at these events. Webcasts of these sessions will be available on the Alumis website.
Alumis to Participate in Upcoming September Investor Conferences
Alumis is scheduled to participate in several investor conferences in September, including the Morgan Stanley 21st Annual Global Healthcare Conference, the Cantor Fitzgerald Global Healthcare Conference, and the H.C. Wainwright 26th Annual Global Investment Conference. This provides the company with opportunities to engage with investors and present its corporate strategy and updates.
Alumis: A Brutal Lupus Setback, But Psoriasis Still Supports Upside (NASDAQ:ALMS)
Alumis Inc. (ALMS) faces significant risk as a late-stage biotech without a commercial product, with its value largely tied to envudeucitinib, a selective TYK2 inhibitor. Despite a recent share price crash due to a lupus trial failure, the potential for envudeucitinib in psoriasis still offers upside. Future success hinges on strong clinical execution, regulatory approvals, and effective financing for commercialization.
Alumis crushed by midstage lupus flop but plots path to phase 3 for TYK2 inhibitor
Alumis's TYK2 inhibitor, envudeucitinib, failed to meet its primary and secondary endpoints in a phase 2b lupus trial, causing the company's stock to drop significantly. Despite the setback, Alumis plans to advance the drug to phase 3, focusing on a prespecified subgroup of patients with a high interferon gene signature (IFNGS-high) where efficacy was observed. The company believes this subgroup represents a significant opportunity in moderate-to-severe SLE and expects the overall development timeline to remain largely unaffected.
Alumis’ TYK2 drug fails in key lupus study
Alumis' experimental drug, envudeucitinib, failed to meet its primary and secondary endpoints in a mid-stage study for systemic lupus erythematosus (SLE), causing the company's shares to drop significantly. Despite the overall failure, the company noted "robust" positive responses in a subgroup of patients with a high interferon gene signature, which Alumis believes warrants further development. Alumis plans to discuss a path forward, including a potential Phase 3 trial, with regulators and still intends to seek U.S. approval for envudeucitinib in psoriasis by the end of 2026.
Alumis Lupus Trial Misses Main Goals, but High-Interferon Subgroup Shows Promise
Alumis's Phase II LUMUS trial for systemic lupus erythematosus (SLE) failed to meet its primary and key secondary endpoints in the overall patient population. However, a pre-specified analysis revealed clinically meaningful responses in patients with a high interferon gene signature (IFNGS-high), suggesting a potential path forward for the drug envudeucitinib. The company plans to discuss a biomarker-focused Phase III strategy with regulators.
Alumis Phase 2b lupus trial misses primary and secondary endpoints
Alumis Inc.'s Phase 2b LUMUS trial for envudeucitinib in moderate-to-severe systemic lupus erythematosus (SLE) did not meet its primary or secondary endpoints in the overall patient population. However, a prespecified subgroup of patients with a high interferon gene signature (IFNGS-high) showed compelling responses. The company plans to discuss potential Phase 3 development with regulators and remains on track to submit an NDA for envudeucitinib in psoriasis in Q4 2026.
Alumis stock tumbles 55% after lupus drug trial misses goals
Alumis Inc. (NASDAQ:ALMS) shares dropped 55% after its Phase 2b LUMUS trial for envudeucitinib in moderate-to-severe systemic lupus erythematosus failed to meet its primary and secondary endpoints. While the overall trial did not show significant improvement, a prespecified subgroup of patients with high interferon gene signature (IFNGS-high) showed robust clinical responses. The company plans to discuss Phase 3 development with regulators for this specific IFNGS-high patient population.
Alumis Shares Plummet 59% After Lupus Study Failure Wipes Out $1.67 Billion
Alumis shares plunged 59% after its key lupus trial, LUMUS, failed to meet its primary and secondary endpoints, wiping out $1.67 billion in market value. The trial results showed no statistically significant improvement over placebo, although subgroup analysis suggested potential efficacy in IFNGS-high patients. Despite the setback, Alumis plans to discuss Phase 3 development with regulators, and its lead candidate, envudeucitinib, is still being pursued for psoriasis.
Alumis (ALMS) Could Be 33% Undervalued On Positive Psoriasis Study Results
Alumis (ALMS) stock is potentially 33% undervalued following positive topline results from its ONWARD3 extension study for envudeucitinib in psoriasis. Despite recent net losses, the company shows strong long-term momentum with a 399.38% 1-year total shareholder return. Alumis trades at a price-to-book ratio of 6.9x, which is below the peer average but above the broader US Pharmaceuticals sector, indicating a potential discount relative to close competitors while still reflecting higher expectations compared to the wider industry.
Alumis (NASDAQ:ALMS) Shares Down 7.9% - What's Next?
Alumis Inc. (NASDAQ:ALMS) shares dropped 7.9% during mid-day trading to $22.1050, following a reported adjusted loss of $1.11 per share and revenue of $1.66 million, both missing analyst expectations. Despite the poor quarterly results and recent insider selling, analysts maintain a "Moderate Buy" rating with an average price target of $40.30, significantly above the current trading price. The company's stock performance shows a market capitalization of $2.83 billion and a negative P/E ratio, while institutional investors have increased their holdings.
Alumis (ALMS) Institutional Ownership 2026 $ALMS
This article details the institutional ownership of Alumis (ALMS) stock, including the number of institutional buyers and sellers, and total inflows and outflows over the last 12 months. It provides a table listing major shareholders, their shares held, market value, portfolio percentage, and quarterly changes. The report also addresses frequently asked questions about Alumis's largest shareholders and institutional buying/selling activity.
What Alumis (ALMS)'s Envudeucitinib Phase 3 Data and Deepening Losses Means For Shareholders
Alumis Inc. reported positive Phase 3 data for its oral TYK2 inhibitor envudeucitinib in plaque psoriasis and plans to file a U.S. FDA New Drug Application this year. However, the company also reported deepening losses in its second quarter, with revenue declining and net loss widening significantly. This highlights the company's reliance on successful drug approval and commercialization to justify its current valuation, which some analysts believe is higher than warranted by its financials.
What Alumis (ALMS)'s Envudeucitinib Phase 3 Data and Deepening Losses Means For Shareholders
Alumis Inc. reported second-quarter results with revenue of US$1.66 million and a net loss of US$142.22 million, while also announcing positive Phase 3 data for its oral TYK2 inhibitor envudeucitinib and plans for an FDA New Drug Application. The company's investment narrative is now heavily dependent on the successful approval and commercialization of envudeucitinib, with significant financial losses and dilution risks for shareholders. The article suggests Alumis may be overvalued based on current financials, urging investors to consider regulatory and cash burn risks.
H.C. Wainwright reiterates Alumis stock rating at neutral, $25 target
H.C. Wainwright maintained a Neutral rating and a $25 price target for Alumis Inc., noting the stock's significant annual gain despite a recent weekly decline and concerns about overvaluation relative to its Fair Value estimate. The firm highlighted Alumis's focus on Sjögren’s disease and systemic lupus erythematosus as next indications, with the upcoming 3Q26 LUMUS results being crucial for future clinical support and capital allocation, especially given the challenges of SLE clinical development. Analyst sentiment for Alumis remains mixed, with a consensus Buy rating but a wide range of price targets, underscoring the importance of its upcoming Phase 2 data for envudeucitinib.
H.C. Wainwright reiterates Alumis stock rating at neutral, $25 target
H.C. Wainwright has reiterated a Neutral rating and $25.00 price target for Alumis Inc (NASDAQ:ALMS), emphasizing upcoming clinical trial results for Sjögren’s disease and systemic lupus erythematosus as critical for the stock's future, potentially opening a second therapeutic path beyond psoriasis. The firm highlights the significance of the LUMUS trial results for TYK2 inhibition in SLE, a historically challenging disease for drug development. Analysts' price targets for Alumis vary widely, reflecting divergent views on its clinical prospects, with Stifel and Cantor Fitzgerald also providing recent positive coverage ahead of the Phase 2 data release for envudeucitinib.
Venture investor’s big move: Latigo Biotherapeutics (ALMS) lands new 14.5% holder
Venture investor James B. Tananbaum, through Foresite Capital funds, has reported beneficial ownership of 9,181,328 shares, or 14.5%, of Latigo Biotherapeutics (ALMS) common stock. This significant stake was accumulated through various venture investments, including preferred stock purchases between 2022 and 2025, a convertible promissory note, and an IPO purchase. The holdings are for investment purposes, with potential for future adjustments based on market conditions, and are currently subject to a 180-day lock-up agreement and registration rights.
Alumis (NASDAQ:ALMS) Lowered to "Strong Sell" Rating by Wall Street Zen
Wall Street Zen has downgraded Alumis (NASDAQ:ALMS) from "Sell" to "Strong Sell," despite a broader analyst consensus of "Moderate Buy" with an average price target of $40.30. This downgrade follows Alumis reporting a quarterly loss of $1.11 per share, missing estimates, and revenue of $1.66 million, which was below the consensus forecast. The company's shares opened at $25.31 and saw a 3.7% increase, while insiders have recently sold shares worth over $534,000.
Alumis (NASDAQ:ALMS) Shares Gap Down After Earnings Miss
Alumis Inc. (NASDAQ:ALMS) experienced a significant share price drop after reporting disappointing earnings, missing both revenue and EPS consensus estimates. Despite the poor financial results and insider selling, analyst sentiment remains largely positive with a "Moderate Buy" consensus rating and a target price of $40.30. Several institutional investors, including BlackRock and Spruce Street Capital, recently established new positions in the company, while insiders sold a notable number of shares.
Alumis (NASDAQ:ALMS) Issues Earnings Results
Alumis (NASDAQ:ALMS) reported earnings that missed analyst expectations, with an adjusted loss of $1.11 per share against a $0.73 consensus estimate and revenue of $1.66 million versus a $3.47 million forecast. Following the announcement, ALMS shares declined by $1.14 to $24.41. Despite some analyst downgrades and recent insider stock sales, the company maintains a "Moderate Buy" consensus rating with an average price target of $40.30.
Earnings Flash (ALMS) Alumis Inc. Reports Q2 Revenue $1.7M, Vs. FactSet Est of $3.5M
Alumis Inc. (ALMS) reported its second-quarter revenue, which came in at $1.7 million. This figure was significantly lower than FactSet's estimated revenue of $3.5 million, indicating a miss on analyst expectations for the quarter.
Alumis Reports Second Quarter 2026 Financial Results and Highlights Recent Achievements
Alumis Inc. reported its second-quarter 2026 financial results, highlighting strong long-term data for envudeucitinib in plaque psoriasis, with 54% of patients achieving complete skin clearance. The company plans to submit a New Drug Application for envudeucitinib in moderate-to-severe plaque psoriasis in Q4 2026 and anticipates key Phase 2b data for envudeucitinib in Systemic Lupus Erythematosus in Q3 2026. Alumis ended the quarter with $502.3 million in cash and expects these funds to support operations into Q4 2027.
California State Teachers Retirement System Raises Stock Position in Alumis Inc. $ALMS
The California State Teachers Retirement System significantly increased its stake in Alumis Inc. (NASDAQ:ALMS) by 2,222.5% in the first quarter, now holding 80,845 shares valued at $1.78 million. This move is part of a broader trend of institutional investors initiating or expanding positions in Alumis, despite the company reporting a quarterly loss and revenue slightly below analyst expectations. Analysts maintain a "Moderate Buy" consensus for Alumis with an average price target of $40.30, even as company insiders have sold shares recently.
Alumis (NASDAQ:ALMS) Trading Down 9.6% - Should You Sell?
Alumis Inc. (NASDAQ:ALMS) shares dropped 9.6% to $24.89 during mid-day trading on Tuesday, with significantly reduced trading volume. This comes after the clinical-stage biopharmaceutical company missed quarterly earnings expectations and saw insiders sell shares, despite generally positive analyst ratings and new institutional investments from firms like BlackRock. The company maintains a "Moderate Buy" consensus from analysts with an average price target of $40.30.
Alumis Psoriasis Treatment Shows Leading Skin Clearance Rates
Alumis's investigational oral therapy, envudeucitinib, has demonstrated leading skin clearance rates for patients with moderate-to-severe plaque psoriasis, achieving high PASI 90 and PASI 100 response rates in its ONWARD3 long-term extension study. The treatment maintained a favorable tolerability profile and the company plans to file a New Drug Application with the FDA in Q4, while also progressing its pipeline for systemic lupus erythematosus.
Alumis reports 54% complete skin clearance in psoriasis trial
Alumis Inc. announced positive topline results from its ONWARD3 long-term extension study for moderate-to-severe plaque psoriasis, revealing that 54% of patients achieved complete skin clearance (PASI 100) after 48 weeks of continuous envudeucitinib treatment. The investigational oral TYK2 inhibitor demonstrated a consistent safety profile, with Alumis planning to submit a New Drug Application to the FDA in Q4 2026.
Alumis: Envudeucitinib Shows 54% PASI 100 at 48 Weeks, NDA on Track for 4Q 2026
Alumis announced that its drug envudeucitinib achieved 54% PASI 100 (complete skin clearance) at 48 weeks in the ONWARD3 study for psoriasis. The company also reported strong durability and consistent safety data across its integrated program. Alumis plans to submit a New Drug Application (NDA) to the FDA in Q4 2026, with Phase 2b lupus topline data expected in Q3 2026.
First Trust Advisors LP Takes $1.46 Million Position in Alumis Inc. $ALMS
First Trust Advisors LP has acquired a new position in Alumis Inc. (NASDAQ:ALMS) worth approximately $1.46 million, purchasing 66,099 shares. This comes as other institutional investors have also adjusted their holdings in the biopharmaceutical company. Despite ongoing quarterly losses and a full-year loss forecast, analysts maintain a "Moderate Buy" rating with an average price target of $40.30.
Alumis Inc. $ALMS Shares Bought by The Manufacturers Life Insurance Company
The Manufacturers Life Insurance Company significantly increased its stake in Alumis Inc. (NASDAQ:ALMS) by 775.6% in the first quarter, holding 154,634 shares valued at $3.4 million. Other major investors like Samsara Biocapital, Vanguard, Cormorant Asset Management, and Octagon Capital also expanded their positions. Despite a recent stock decline and quarterly earnings missing analyst expectations, Alumis maintains a "Moderate Buy" rating with an average target price of $40.30 from analysts.
Technical Reactions to ALMS Trends in Macro Strategies
This article analyzes Alumis Inc. (NASDAQ: ALMS) using AI models to provide technical reactions to macro trends. It highlights weak near and mid-term sentiment but a strong long-term outlook, identifying an exceptional risk-reward short setup. The report also details institutional trading strategies, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for ALMS.
FMR reports 5.5% stake in Alumis Inc | ALMS SEC Filing - Form SCHEDULE 13G
FMR LLC has filed a Schedule 13G reporting a 5.5% beneficial ownership stake in Alumis Inc. (ALMS), totaling 6,769,170.01 shares. The filing indicates FMR LLC holds sole voting power over 6,767,075.00 shares and sole dispositive power over 6,769,170.01 shares. Abigail P. Johnson is also listed as having sole dispositive power over the same number of shares but no voting power.
Alumis Inc. (ALMS) CDO sells 2,572 shares to cover RSU taxes
Alumis Inc.'s Chief Development Officer, Bradley Mark Christopher, sold 2,572 shares of common stock on August 3, 2026, at a weighted average price of $26.37 per share. This non-discretionary "sell-to-cover" transaction was to satisfy tax obligations arising from restricted stock unit vesting. After the sale, Christopher directly holds 48,533 shares, including those acquired via an Employee Stock Purchase Plan, and also indirectly holds shares through GRATs.
Alumis Inc. (ALMS) officer sells 2,692 shares in tax sell-to-cover trade
Alumis Inc.'s Chief Business & Strategy Officer, Roy C. Hardiman, sold 2,692 shares of common stock on August 3, 2026, at a weighted average price of $26.37 per share. This sale was a non-discretionary "sell-to-cover" transaction to satisfy tax obligations from vested restricted stock units. Following the sale, Hardiman directly holds 207,746 shares and indirectly holds 6,417 shares through his daughter.
ALMS|Alumis Inc|Price:28.250|Chg%:-0.700
This article provides a detailed financial overview of Alumis Inc (ALMS), including its stock performance, key financial indicators, income statement, balance sheet, and cash flow statement. It highlights the company's earnings and revenue forecasts, current assets, total assets, liabilities, and equity, offering investors an all-in-one data dashboard for financial analysis.
ALMS|Alumis Inc|Price:26.970|Chg%:-1.280
This article provides a comprehensive stock analysis of Alumis Inc (ALMS), highlighting its relatively healthy fundamentals, significant growth potential, and "Strong Buy" analyst rating with a high price target. It details the company's biopharmaceutical focus, including its pipeline of therapies for immune-mediated and neuroinflammatory diseases, and points out its high profit growth and institutional buying. The analysis also covers the methodology behind TradingKey's stock score, financial health, valuation, earnings forecast, price momentum, institutional confidence, and risk management scores.
Alumis Inc (ALMS) Institutional Confidence
Alumis Inc (ALMS) has an institutional shareholding score of 7.00, placing it 80th out of 385 in the Biotechnology & Medical Research industry. The institutional shareholding proportion is 82.61%, marking a 0.78% quarter-over-quarter increase. Chuck Royce is the largest institutional shareholder, holding 491.80K shares, which represents 0.37% of outstanding shares.
BlackRock, Inc. (ALMS) reports 7.1M-share, 5.7% beneficial stake in Alumis
BlackRock, Inc. has disclosed a beneficial ownership of 7,069,502 shares of Alumis Inc. common stock, which represents a 5.7% stake in the company. The filing, a Schedule 13G, indicates that BlackRock and its subsidiaries hold these shares as a passive institutional investor, with sole voting power over 6,948,664 shares and sole dispositive power over all 7,069,502 shares. No single underlying client or fund holds more than five percent of Alumis’s outstanding common shares.
Alumis Inc (ALMS) Cash Flow
This article provides a detailed cash flow statement for Alumis Inc (ALMS), covering annual and quarterly data for operating, investing, and financing activities. It presents financial figures such as net income, capital expenditures, and free cash flow over several fiscal quarters. The analysis also includes definitions and FAQs regarding different types of cash flow and their significance for investors.
ALMS|Alumis Inc|Price:26.312|Chg%:-0.768
Alumis Inc. is a late-stage biopharmaceutical company focused on developing targeted therapies for immune-mediated diseases, including plaque psoriasis, systemic lupus erythematosus, multiple sclerosis, and Parkinson’s Disease. The company utilizes a proprietary data analytics platform to develop oral tyrosine kinase 2 (TYK2) inhibitors and other therapies. Key executives and shareholding information are also provided, alongside institutional ownership data.
Alumis Market Sentiment
This article provides an overview of market sentiment for Alumis (ALMS), including analyst consensus, short interest, options flow, and insider activity. It highlights a "Buy" analyst consensus with an average price target of $37 and notes increasing short interest. The article also includes a detailed list of recent analyst actions, including initiation, upgrades, downgrades, and maintained ratings with their respective price targets and upside/downside potentials.
ALMS Balance Sheet
This article provides the quarterly and annual balance sheets for Alumis Inc. (ALMS), allowing for evaluation of its financial health and key ratios. It details assets, liabilities, and shareholders' equity, covering metrics essential for assessing liquidity, leverage, and return on equity. The content also addresses frequently asked questions regarding balance sheet interpretation for ALMS stock.
Alumis Inc (ALMS) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Alumis Inc (ALMS), detailing its current earnings forecast score of 9.09, ranking 12th in the Biotechnology & Medical Research industry. It highlights an average analyst price target of $18.00 with a "Buy" consensus based on 11 analysts. The report also includes expected revenue for the next quarter and past EPS performance.
Alumis Inc (ALMS) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides an overview of Alumis Inc's (ALMS) dividend history and stock split events, noting that no dividend data is available. It states that $0.00 USD has been distributed in dividends over the past 5 years for the company, indicating no payouts have occurred within that timeframe. The article, however, includes real-time stock quotes, market capitalization, and links to financial and company profile information.
