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ALALMS

Alumis Inc. Common Stock

$ALMS·Biotechnology·Healthcare
$23.94+14.5%
Mentions · last 7 days
2026-06-05: 0 posts2026-06-06: 0 posts2026-06-07: 0 posts2026-06-08: 11 posts2026-06-09: 7 posts2026-06-10: 17 posts2026-06-11: 10 posts45+29%
Price updated 8m ago·X counts updated 21h ago
ALALMS
Alumis Inc. Common Stock$ALMS
$23.94+14.55%45 posts+29%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ALMS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-06-12

The move is getting stronger, with heavier trading behind it.

Alumis up 400% on the autoimmune-platform breakout — Cormorant added another $8M and a $169M position landed last quarter

Alumis is a clinical-stage biotech focused on autoimmune-disease programs whose stock has been re-rated dramatically on the back of platform optionality and a breakthrough-drug framing. The fundamental anchor is institutional accumulation — Cormorant added another $8M last quarter, a separate fund just established a $169M position, and another major healthcare investor reportedly cut back, so the holder mix is genuinely repricing. The bundle is structurally thin: there is no current price, year-to-date, or position-in-range data, no consensus 2026 EPS or revenue figures in the structured fields, and no detailed quarterly financials available in this pack. What is readable is the surprise cadence — beats of 6%, 2%, and -15% across the past three prints — and the float of 85.9M shares with a beta of -0.54. Officer Drappa filed a $357K M-Exempt at $6.65 on May 27, which suggests there is still optionality but the recent re-rating has moved the strike base meaningfully.

What to watch: Any 13D or 13G filing that quantifies the new institutional positions and signals further accumulation; the next earnings print (August 12) for cash runway and any updated clinical-program timeline; pivotal trial design announcements that anchor the breakthrough framing; insider Form 4 activity beyond the Drappa exercise.

On the calendar: 2026-08-12 — Q2 2026 earnings

thin bundleno sentiment data

Read the AI verdict + X sentiment for $ALMS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Alumis Inc. is a biopharmaceutical firm currently in the clinical trial phase, dedicated to advancing and marketing therapeutic solutions for a range of autoimmune conditions. Its pipeline includes ESK-001, an allosteric tyrosine kinase 2 (TYK2) inhibitor, which is being investigated for its potential in addressing plaque psoriasis, systemic lupus erythematosus, and non-infectious uveitis. Another key candidate is A-005, also an allosteric TYK2 inhibitor, specifically designed to penetrate the central nervous system to target neuroinflammatory and neurodegenerative disorders. Originally established as Esker Therapeutics, Inc., the organization rebranded as Alumis Inc. in January 2022. Founded in 2021, Alumis maintains its corporate headquarters in South San Francisco, California.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $ALMS.

Biotechnology · Healthcare

GLP-1 obesity pipeline competition and clinical binary events are the twin forces bifurcating biotech — ALT and VKTX carry high risk/reward ratios in the obesity race while IBRX's bladder/pancreatic immunotherapy catalysts define the oncology binary calendar. Gene editing (CRSP, BEAM, NTLA) is entering commercial maturation with Casgevy revenue scaling.

See how Biotechnology shapes $ALMS

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $ALMS's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$IBBiShares Biotechnology ETF
+0.5%YTD
+33.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$-0.74$-0.79+6.3%
Q4 2025Mar 19, 2026$-0.95$-0.97+2.1%
Q3 2025Nov 13, 2025$-1.06$-0.92-15.2%
Q2 2025Aug 13, 2025$-1.17$-1.11-5.4%
Next earningsWed, Aug 12·consensus EPS $-0.70

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.—Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 85.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.545-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Know if $ALMS is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJan 9Srinivas AkkarajuDirector588.2K sh$10.0MBuyJan 8Foresite Labs, Llc10% owner411.8K sh$7.0MBuyJan 8Foresite Capital Management Vi Llc10% owner411.8K sh$7.0MBuyJan 8James B. TananbaumDirector411.8K sh$7.0M
+ 11 other (7 awards · 3 others · 1 exempt) in window

See when $ALMS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentApr 3SC 13D/A
S-3ASRAuto-shelf registrationMar 19S-3ASR
SC 13D/AActivist amendmentJan 13SC 13D/A
SC 13D/AActivist amendmentJan 12SC 13D/A
424B5Prospectus supplement (offering)Jan 8424B5
424B5Prospectus supplement (offering)Jan 6424B5
+ 13 other (3 routine 8-Ks · 2 proxys · 2 earnings 8-Ks · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

This Biotech Stock Is Up 355%. One Fund Added a $169 Million Position Last Quarterfool.com·19d agoAlumis Stock Has Soared 400%. Cormorant Bought Another $8 Million Last Quarterfool.com·26d agoAlumis Stock Is Up Over 300%. One Major Healthcare Investor Is Cutting Backfool.com·28d agoAlumis Reports First Quarter 2026 Financial Results and Highlights Recent Achievementsglobenewswire.com·29d agoWhy One Fund’s $4 Million Alumis Buy Looks Like a Bet on a Breakthrough Autoimmune Drugfool.com·34d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $ALMS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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