STOCK TITAN

Alumis (ALMS) reports 54% complete skin clearance with oral envudeucitinib

(Moderate)
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Alumis Inc. reported new long-term Phase 3 data for envudeucitinib, its oral TYK2 inhibitor, in moderate-to-severe plaque psoriasis from the ONWARD3 long-term extension study. Among 773 patients receiving up to 48 weeks of continuous treatment, 75% achieved PASI 90 and 54% achieved PASI 100, indicating near-complete and complete skin clearance. An integrated analysis across 890 patients in the ONWARD program showed PASI 90 and PASI 100 rates of 66% and 47%, respectively, after 48 weeks of therapy.

The company states that envudeucitinib’s safety and tolerability profile remained consistent with earlier ONWARD1/2 trials and no new safety signals were observed. A total of 1,509 patients rolled over into ONWARD3 from the two core Phase 3 trials, reflecting a rollover rate above 85% from a Phase 3 program enrolling more than 1,700 patients. Alumis plans to submit a New Drug Application to the FDA for envudeucitinib in plaque psoriasis in the fourth quarter of 2026 and expects topline Phase 2b data in systemic lupus erythematosus in the third quarter of 2026.

Positive

  • Strong long-term efficacy for envudeucitinib, with 48-week PASI 90 and PASI 100 rates of 75% and 54% in ONWARD3 and 66%/47% in the integrated ONWARD analysis, supporting a potentially competitive oral profile in plaque psoriasis.
  • Regulatory and pipeline momentum, as Alumis plans an NDA submission in 4Q 2026 for plaque psoriasis and anticipates topline Phase 2b data for envudeucitinib in systemic lupus erythematosus in Q3 2026, expanding its TYK2 franchise.

Negative

  • None.

Filing Explained

In the ongoing ONWARD3 extension, all patients received open-label envudeucitinib for the first 24 weeks; up to 200 PASI 75 responders could then enter a 24-week randomized withdrawal period, and the study is designed for up to 96 weeks of safety and efficacy data.

Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
ONWARD3 PASI 90 response 75% Patients achieving PASI 90 after 48 weeks of continuous envudeucitinib
ONWARD3 PASI 100 response 54% Patients achieving complete skin clearance (PASI 100) at 48 weeks
Integrated PASI 90 response 66% Across 890 ONWARD patients treated 48 weeks with envudeucitinib
Integrated PASI 100 response 47% Across 890 ONWARD patients after 48 weeks of treatment
Patients entering ONWARD3 1,509 Patients rolled over from ONWARD1 or ONWARD2 into the LTE study
Phase 3 enrollment more than 1,700 Patients enrolled and randomized in ONWARD1 and ONWARD2
Planned NDA timing 4Q 2026 Target quarter for FDA New Drug Application submission for psoriasis
US adults with psoriasis more than 8 million Adults affected by psoriasis in the United States
PASI 100 medical
"54% of patients reached complete skin clearance (PASI 100) after 48 weeks"
PASI 100 is a clinical-trial measure meaning a patient’s psoriasis has cleared completely, showing a 100% improvement on the Psoriasis Area and Severity Index. Think of it like a before-and-after photo where all visible signs of the condition are gone. For investors, PASI 100 signals a therapy’s top-level effectiveness claim, which can drive regulatory approval prospects, market adoption and a product’s commercial value.
non-responder imputation medical
"A non-responder imputation (NRI) analysis was conducted in 773 of these patients"
Non-responder imputation is a way clinical studies handle missing patient results by treating any missing outcome as if the patient did not benefit from the treatment. For investors, this conservative approach typically lowers reported success rates compared with assuming missing data were positive, so it can affect perceptions of a drug’s effectiveness, trial reliability, and the odds of regulatory approval—think of it as counting unknown answers as wrong on a test to avoid overstating the score.
long-term extension medical
"topline results from the ongoing ONWARD3 long-term extension (LTE) study"
A long-term extension is an agreed lengthening of an existing contract, loan, lease, license or project timeline beyond its original end date. For investors, it changes how long a company will receive revenues or carry costs and affects predictability and flexibility — like replacing a short car rental with a multi-year lease; it can provide steady cash flow and reduced uncertainty but may also lock in unfavorable terms or delay strategic options.
randomized withdrawal period medical
"could enter a 24-week randomized withdrawal period (RWP), in which they were randomized"
TYK2 inhibitor medical
"an investigational, next-generation oral TYK2 inhibitor precision-engineered"
A TYK2 inhibitor is a type of drug that blocks the TYK2 protein, a key messenger that helps immune cells talk to each other. By calming overactive immune signals, these drugs can reduce inflammation in conditions like psoriasis and other autoimmune diseases; think of it as turning down a noisy intercom system. Investors watch TYK2 inhibitors for their potential to win approvals, capture treatment markets, and affect a company’s revenue and risk profile.
systemic lupus erythematosus medical
"LUMUS Phase 2b trial of envudeucitinib in systemic lupus erythematosus"
Systemic lupus erythematosus is a chronic autoimmune disease in which the body's immune system mistakenly attacks healthy tissue, causing inflammation that can affect skin, joints, kidneys, heart, lungs and other organs. It matters to investors because disease severity, prevalence, and gaps in effective treatments drive demand for new drugs and diagnostics—think of it as a large, persistent market need where a successful therapy can change patient outcomes and create significant commercial value.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What clinical results did Alumis (ALMS) report for envudeucitinib in plaque psoriasis?

Alumis reported that after 48 weeks of continuous envudeucitinib treatment in ONWARD3, 75% of patients achieved PASI 90 and 54% achieved PASI 100. An integrated ONWARD analysis showed PASI 90 and PASI 100 rates of 66% and 47%, respectively.

How many patients were included in Alumis (ALMS) ONWARD psoriasis program?

The Phase 3 ONWARD program enrolled more than 1,700 patients randomized 2:1:1 to envudeucitinib, placebo, or apremilast. Of these, 1,509 patients entered the ONWARD3 long-term extension, representing a rollover rate above 85% from ONWARD1 and ONWARD2.

What safety profile did Alumis (ALMS) observe for envudeucitinib?

Treatment with envudeucitinib in ONWARD3 was described as well tolerated, with a safety profile consistent with ONWARD1/2. The company stated that no new safety signals were observed over the long-term extension period reported.

When does Alumis (ALMS) plan to file an NDA for envudeucitinib in psoriasis?

Alumis plans to submit a New Drug Application to the U.S. FDA seeking approval of envudeucitinib for moderate-to-severe plaque psoriasis in the fourth quarter of 2026, based on the ONWARD Phase 3 clinical program data.

What other indications is Alumis (ALMS) pursuing for envudeucitinib?

Beyond plaque psoriasis, Alumis is evaluating envudeucitinib in systemic lupus erythematosus in the LUMUS Phase 2b trial. The company expects topline LUMUS data in Q3 2026, supporting its broader strategy in immune-mediated diseases.

How does envudeucitinib work according to Alumis (ALMS)?

Envudeucitinib is described as a next-generation, highly selective, oral allosteric TYK2 inhibitor designed for maximal 24-hour TYK2 inhibition. It targets IL‑23, IL‑17, and Type I interferon pathways implicated in multiple immune-mediated diseases.
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

FORM 8-K

 

CURRENT REPORT

Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934

 

Date of Report (Date of earliest event reported): August 10, 2026

 

 

Alumis Inc.

(Exact name of registrant as specified in its charter)

 

 

Delaware   001-42143   86-1771129
(State or other jurisdiction
of incorporation or organization)
  (Commission
File Number)
  (I.R.S. Employer
Identification Number)

 

280 East Grand Avenue

South San Francisco, California 94080

 

Registrant’s telephone number, including area code: (650) 231-6625

 

N/A

(Former name or former address, if changed since last report.)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

¨Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

¨Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

¨Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

¨Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class   Trading
Symbol(s)
  Name of each exchange
on which registered
Common Stock, $0.0001 par value per share   ALMS   The Nasdaq Global Select Market

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

 

Emerging growth company x

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

 

 

 

 

 

 

Item 8.01 Other Events.

 

On August 10, 2026, Alumis Inc. (the “Company” or “Alumis”) issued a press release titled “Envudeucitinib Long-Term Data Positioned to Set a New Standard for Plaque Psoriasis Treatment, Delivering Highest Reported PASI 100 Skin Clearance Among Oral Therapies”.

 

A copy of the press release is filed as Exhibit 99.1 to this Current Report on Form 8-K (the “Report”) and is incorporated by reference.

 

Item 9.01 Financial Statements and Exhibits.

 

(d)   Exhibits.

 

Exhibit 
No.
  Description
99.1   Press Release, dated August 10, 2026.
104   Cover Page Interactive Data File (embedded within the Inline XBRL document).

 

 

 

 

SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

  Alumis Inc.
     
  By: /s/ Martin Babler
    Martin Babler
    President & Chief Executive Officer

 

Dated: August 10, 2026

 

 

 

 

Exhibit 99.1

 

 

Envudeucitinib Long-term Data Positioned to Set a New Standard for Plaque Psoriasis Treatment, Delivering Highest Reported PASI 100 Skin Clearance Among Oral Therapies

 

– ONWARD3 data show 54% of patients reached complete skin clearance (PASI 100) after 48 weeks of continuous envudeucitinib treatment –

 

– Favorable long-term safety and tolerability profile remained consistent with previously reported data –

 

– On track to submit a New Drug Application to FDA in 4Q 2026 –

 

SOUTH SAN FRANCISCO, Calif., August 10, 2026 – Alumis Inc. (Nasdaq: ALMS), a late-stage biopharmaceutical company developing next-generation targeted therapies for patients with immune-mediated diseases, today announced topline results from the ongoing ONWARD3 long-term extension (LTE) study. Data confirm envudeucitinib delivered leading skin clearance and the highest reported Psoriasis Area and Severity Index (PASI) 100 response rates among existing and investigational oral therapies. Envudeucitinib is an investigational, next-generation oral TYK2 inhibitor precision-engineered for maximal 24-hour target inhibition.

 

“Envudeucitinib delivered consistently high rates of skin clearance in the Phase 3 trials, and the long-term data show that the vast majority of patients maintained these strong responses through 48 weeks, with the number of patients achieving completely clear skin continuing to rise over time,” said Dr. Mark Lebwohl, Dean for Clinical Therapeutics at the Icahn School of Medicine at Mount Sinai. “These data, coupled with a consistent safety profile, suggest that envudeucitinib can deliver the durable, reliable disease control physicians and patients are seeking from an oral therapy.”

 

A total of 1,509 patients entered ONWARD3 from ONWARD1 or ONWARD2, reflecting a robust rollover rate of >85%. A non-responder imputation (NRI) analysis was conducted in 773 of these patients from the envudeucitinib arms and who received up to 48 weeks of continuous treatment (24 weeks in ONWARD1/2 and up to 24 weeks in ONWARD3). Topline results include:

 

·75% and 54% of patients achieved PASI 90 and PASI 100, respectively
·Among patients who entered ONWARD3 with PASI 90 and PASI 100 responses, approximately 90% and 80%, respectively, sustained their skin clearance for the reported duration of the extension study

 

 

 

 

Results from a separate integrated NRI analysis across the ONWARD program (ONWARD1/2 and 3)—evaluating 890 patients originally randomized to envudeucitinib in ONWARD1/2, including those who did not transition into ONWARD3—demonstrated that 66% and 47% of patients who received 48 weeks of envudeucitinib achieved PASI 90 and PASI 100, respectively.

 

Treatment with envudeucitinib in ONWARD3 continued to be well tolerated, with a safety profile consistent with ONWARD1/2 and no new safety signals observed.

 

“Far too many people with psoriasis remain undertreated or untreated, and without meaningful skin clearance, this systemic disease continues to limit daily life,” said Leah M. Howard, J.D., President and CEO of the National Psoriasis Foundation. “We are excited for the potential of a new oral therapy that may offer the sustained control patients need to get back to living fully. Restoring those everyday moments is part of what real progress looks like.”

 

“These long-term data, including the robust 54% PASI 100 response, further validate the strength of envudeucitinib’s precision-engineered design for continuous, maximal TYK2 inhibition and underscore its highly competitive clinical profile,” said Dr. Jörn Drappa, Chief Medical Officer of Alumis. “This level of performance reinforces envudeucitinib’s potential to become a leading oral therapy for moderate-to-severe plaque psoriasis and a 'pipeline-in-a-pill' for immune-mediated diseases driven by IL-23, IL-17, and Type I interferon pathways.”

 

Alumis plans to present additional results from the ONWARD program at upcoming medical meetings and to submit a New Drug Application (NDA) to the U.S. Food and Drug Administration seeking approval for envudeucitinib for the treatment of moderate-to-severe plaque psoriasis in the fourth quarter of this year. Topline data from the LUMUS Phase 2b trial of envudeucitinib in systemic lupus erythematosus is expected in the third quarter of 2026.

 

About the Phase 3 ONWARD Clinical Program
The Phase 3 ONWARD clinical program includes two parallel global, multicenter, randomized, double-blind, placebo- and active-comparator-controlled 24-week trials—ONWARD1 (NCT06586112) and ONWARD2 (NCT06588738)—evaluating the efficacy and safety of envudeucitinib in adults with moderate-to-severe plaque psoriasis. More than 1,700 patients were enrolled and randomized 2:1:1 to receive envudeucitinib 40 mg twice daily, placebo, or apremilast.

 

Patients completing Week 24 of ONWARD1 or ONWARD2 were eligible to enter the ONWARD3 (NCT06846541) study, an ongoing long-term extension study assessing durability, maintenance of response, and long-term safety. In ONWARD3, all patients received open-label envudeucitinib treatment for the first 24 weeks, regardless of their treatment assignment in ONWARD1 and 2. To assess durability and maintenance of response, the first 200 patients achieving PASI 75 at Week 24 in ONWARD3 could enter a 24-week randomized withdrawal period (RWP), in which they were randomized to receive either blinded envudeucitinib or placebo, and reassigned to open-label envudeucitinib upon loss of response or completion of the RWP, whichever occurred first. Patients not entering the randomized withdrawal period continued to receive open-label envudeucitinib treatment. ONWARD3 is designed to provide up to 96 weeks of long-term safety and efficacy data.

 

 

 

 

About Envudeucitinib
Envudeucitinib is a next-generation, highly selective, oral allosteric inhibitor of tyrosine kinase 2 (TYK2) precision-engineered for maximal 24-hour TYK2 inhibition to correct immune dysregulation across a range of diseases driven by IL-23, IL-17, and Type I interferon. It is the only TYK2 inhibitor shown to deliver maximal target inhibition over 24 hours in humans, with clinical data demonstrating sustained TYK2 blockade in patients with psoriasis while minimizing off-target binding and effects. Envudeucitinib has been administered with or without food, with no fasting requirement.

 

Alumis is advancing its clinical development via ONWARD3, an ongoing Phase 3 long-term extension study in moderate-to-severe plaque psoriasis, and LUMUS, a potentially pivotal Phase 2b trial in systemic lupus erythematosus, with topline data anticipated in Q3 2026.

 

About Plaque Psoriasis
Plaque psoriasis is a chronic, immune-mediated disease driven by dysregulated IL-23 and IL-17 pathways that cause painful, itchy, scaly patches. It affects more than 8 million adults in the U.S. and often involves high-impact areas such as the scalp, face, hands, feet, and nails, significantly disrupting daily life. According to the National Psoriasis Foundation, about one in four patients has moderate-to-severe disease, based on quality-of-life impact and body surface area involved. Many remain inadequately controlled on current oral and topical treatments, underscoring the need for more effective, safe, and durable oral options that address the full burden of disease.

 

About TYK2 in Immune-Mediated Disease
Tyrosine kinase 2 (TYK2) is a key immune-signaling enzyme that regulates pathways across innate and adaptive immunity, including the IL-23/IL-17 axis and Type I interferon signaling that drive many high-burden immune-mediated diseases. Selective TYK2 inhibition has been widely validated as an effective, safe, and well-tolerated therapeutic approach. Genomic analyses conducted by Alumis highlight TYK2’s broad therapeutic potential, showing that it contributes to the pathogenesis of roughly 20 immune-driven conditions—including psoriasis, lupus, Sjögren’s disease, cutaneous lupus erythematosus, psoriatic arthritis, Crohn’s disease, and ulcerative colitis. Additional evidence supports a genetic rationale for TYK2 inhibition in neuroinflammatory and neurodegenerative diseases where targeting TYK2 may offer a novel approach to treatment.

 

 

 

 

About Alumis
Alumis is a late-stage biopharma company developing next-generation targeted therapies with the potential to significantly improve patient health and outcomes across a range of immune-mediated diseases. Leveraging its proprietary data analytics platform and precision approach, Alumis is developing a pipeline of oral tyrosine kinase 2 inhibitors, consisting of envudeucitinib for the treatment of systemic immune-mediated disorders, such as moderate-to-severe plaque psoriasis and systemic lupus erythematosus, and A-005 for the treatment of neuroinflammatory and neurodegenerative diseases, such as Parkinson’s disease. In addition, the pipeline includes several preclinical programs identified through this precision approach. For more information, visit www.alumis.com or follow us on LinkedIn or X.

 

Forward-Looking Statements
This press release contains forward-looking statements within the meaning of federal securities laws, including the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. These statements may be identified by words such as "aims," "anticipates," "believes," "could," "estimates," "expects," "forecasts," "goal," "intends," "may," "plans," "possible," "potential," "seeks," "will" and variations of these words or similar expressions that are intended to identify forward-looking statements. All statements, other than statements of historical facts, including without limitation those regarding Alumis’ plans to submit an NDA in the fourth quarter of 2026, the potential for envudeucitinib to be a leading therapy for patients with moderate-to-severe plaque psoriasis, the timing of Alumis’ topline readout in its LUMUS Phase 2b program and statements regarding Alumis’ future plans and prospects, including development of its clinical pipeline; and any assumptions underlying any of the foregoing, are forward-looking statements. Any forward-looking statements in this press release are based on Alumis’ current expectations, estimates and projections only as of the date of this release and are subject to a number of risks and uncertainties that could cause actual results to differ materially and adversely from those set forth in or implied by such forward-looking statements. Readers are cautioned that actual results, levels of activity, safety, efficacy, performance or events and circumstances could differ materially from those expressed or implied in Alumis’ forward-looking statements due to a variety of risks and uncertainties, which include, without limitation, risks and uncertainties related to whether regulatory authorities determine that envudeucitinib in moderate-to-severe plaque psoriasis is sufficiently safe and efficacious and grant regulatory approval; whether regulatory authorities accept for filing Alumis’ planned NDA submission; Alumis’ ability to obtain regulatory approval of and ultimately commercialize Alumis’ clinical candidates, the timing and results of preclinical and clinical trials, Alumis’ ability to fund development activities and achieve development goals, and Alumis’ ability to protect its intellectual property. Additional information on the above risks and uncertainties and additional risks, uncertainties and factors that could cause actual results to differ materially from those in the forward-looking statements are contained in Alumis’ filings and reports with the Securities and Exchange Commission (SEC) under the heading “Risk Factors” and elsewhere in such filings and reports, including any future reports Alumis may file with the SEC from time to time. Alumis explicitly disclaims any obligation to update any forward-looking statements except to the extent required by law.

 

Alumis Contact Information
Teri Dahlman, Red House Communications
teri@redhousecomms.com

 

 

 

Filing Exhibits & Attachments

4 documents