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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.
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Stifel Virtual Immunology and Inflammation Forum summary16 Sep, 2025

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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Q3 202513 Nov, 2025
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Frequently asked questions

Alumis Inc. is a clinical-stage biopharmaceutical company focused on developing and commercializing treatments for autoimmune diseases. The company's research primarily targets allosteric inhibitors of tyrosine kinase 2 (TYK2), with potential applications in treating conditions like psoriasis, systemic lupus erythematosus, and neuroinflammatory disorders. Alumis employs a precision medicine approach to its drug development process, aiming to create targeted therapies for specific immune-related conditions. The company is headquartered in South San Francisco, California, and its shares are listed on the NASDAQ.

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