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Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$3.3B
127M shares
52-week range
$3.76 – $31.35
75% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
Alumis Inc is a clinical-stage biopharmaceutical company with an initial focus on developing its two Tyrosine Kinase 2 ("TYK2") inhibitors: envudeucitinib ("envu"), an allosteric TYK2 inhibitor for the treatment of PsO and SLE; and A-005, a central nervous system ("CNS") penetrant allosteric TYK2 inhibitor, to offer the therapeutic benefit of TYK2 inhibition within the CNS for a broad range of neuroinflammatory and neurodegenerative diseases.
www.alumis.comNo one on the platform currently holds ALMS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 75,167 | $1.7M |
No one on the platform has traded ALMS yet.
$ALMS So many puts here. Its either big funds hedging or bad newsin sle.
View on StockTwits ↗$ALMS Low volume institutional shakeout to trigger retail stop-losses.
View on StockTwits ↗$ALMS what’s the forums take on the latest Pso data from today? Is upside already price in, or room for upward move tomorrow? PASI 100 better than TAK, though convenience wise certainly less attractive (2 pills for A vs. 1 pill for T) SLE will be the key needle mover…
View on StockTwits ↗$ALMS //The company attracted investment from major life-science investors before and around its IPO, including firms such as Baker Brothers Life Sciences and Foresite-affiliated investors...
View on StockTwits ↗$ALMS $TERN Lets see if $EYPT can deliver. I expect 3x from here by the time the data is announced.
View on StockTwits ↗@stevie2times @mikeywo psoriasis is a zero…far too many much better compounds under development $ALMS
View on StockTwits ↗Stifel reiterated $ALMS Buy-$44 and Provided Its Thoughts and PT Analysis on Upcoming SLE Data [3Q26]—Said It Thinks Study Will Likely Be Successful. $BMY $AUPH GSK AZN RHHBY JNJ UCB BIIB KYTX NVS Here's what Stifel said in its note: https://x.com/Quantumup1/status/2075249640333508661?s=20
View on StockTwits ↗$TERN $ALMS $PRME $ALT $CAPR Alright folks. You saw AlMS, TERN and CApR MAKE WILD RUNS IN 8 MONTHS. get ready for the next runs. $PRME Just formed a golden cross. Won huge legal battle which had a lot of overhang and drove price from upper teens to below $3. Continues to be the highest asymetric play in gene editing as the technology is the cleanest. In human proof of concept is already proven and published. This will make those with high conviction big gains. $ALT all the waiting will be paying off within the next 6 months. $CAPR dropped back down to let me buy the dip. 60 dollars PT. Nfa Gltya.
View on StockTwits ↗Cantor reiterated an Overweight rating on $ALMS. $GSK $AUPH AZN RHHBY ABBV - APGE ORKA JNJ - PTGX BMY TAK Cantor said ~~ We recently caught up with ALMS management to discuss envudeucitinib's (envu', next-gen TYK2 inhibitor) upcoming Phase 2b readout in systemic lupus erythematosus (SLE). As a reminder, data from Alumis's LUMIS study are expected in the August/ September timeframe, and if positive this trial could serve as a pivotal study. Investor interest in this milestone is ramping up as data nears. Alumis is planning to host a KOL webinar in advance of the data release to better frame potential trial outcomes and the opportunity.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $8M | -67.9% | $-2.87 | $-3.17–$-2.60 | — | 7 |
| 2027 | $26M | +239.7% | $-2.73 | $-2.99–$-2.21 | — | 7 |
| 2028 | $174M | +558.0% | $-1.95 | $-2.81–$-1.00 | — | 6 |
| 2029 | $427M | +144.8% | $-0.81 | $-1.64–$-0.22 | — | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-13 | $-0.70 | $-1.11 | -58.6% |
| 2026-05-14 | $-0.74 | $-0.74 | +0.4% |
| 2026-03-19 | $-0.97 | $-0.95 | +2.1% |
| 2025-11-13 | $-0.92 | $-1.06 | -15.2% |
| 2025-08-13 | $-1.11 | $-1.17 | -5.4% |
| 2025-05-14 | $-1.47 | $-1.82 | -23.8% |
| 2025-03-19 | $-1.40 | $-0.23 | +83.6% |
| 2024-11-13 | $-1.64 |
| $-1.73 |
| -5.5% |
| $283M |
| — |
| LCTXLineage Cell Therapeutics, Inc. | $1.06 | -3.64% | $264M | — |
| LXRXLexicon Pharmaceuticals, Inc. | $2.34 | -0.43% | $1.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.