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Alumis (ALMS) investor relations material
Alumis Stifel Virtual Immunology and Inflammation Forum summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Company overview and pipeline
Focus on precision immunology with lead asset ESK-001, a TYK2 inhibitor in late-stage trials for psoriasis and lupus.
Phase 3 psoriasis readouts expected in early Q1 next year; lupus phase 2b readout in Q3 next year.
Additional assets include A-005 (brain-penetrant TYK2 for MS) and lonigutamab for thyroid eye disease, with phase 1 data for a new asset expected next year.
Merger with Acceleron provides cash runway into 2027, supporting key clinical readouts.
TYK2 class and competitive landscape
TYK2 inhibition shows strong genetic and clinical rationale, with efficacy linked to high target inhibition.
Early negative perceptions of the class were due to less effective first-generation molecules; newer agents, including ESK-001, show improved outcomes.
ESK-001 differentiates with a favorable safety profile, no need for dose reduction, and sustained target coverage.
Competitors include Bristol Myers Squibb, Incyte, InnoCare, and Takeda, with ongoing data readouts expected to shape the market.
Clinical trial design and expectations
Phase 3 psoriasis trials use 16-week primary endpoints against placebo and active control, with long-term extension for durability data.
Achieving PASI 75/90/100 rates at 16–52 weeks in line with dermatologist expectations would position ESK-001 as highly competitive.
Trial design allows for regulatory submission with six months of data, providing a timing advantage.
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