ACT Capital Management Acquires Alumis Shares
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy ALMS?
Source: NASDAQ.COM
- New Investment Activity: ACT Capital Management acquired 174,250 shares of Alumis in Q1 2026, with an estimated trade value of $4.36 million, indicating confidence in the company's future potential, particularly regarding upcoming drug catalysts.
- Position Value Change: By quarter-end, ACT Capital's position in Alumis was valued at $3.84 million, reflecting a 3.42% change relative to its 13F reportable assets, highlighting increased market interest in the biotech firm.
- Clinical Progress Highlights: Alumis reported positive Phase 3 data for envudeucitinib in moderate-to-severe plaque psoriasis in March, with 65% of patients achieving PASI 90 skin clearance, and plans to submit an NDA in the second half of 2026.
- Financial Status Analysis: Despite posting a $243 million net loss in 2025, Alumis strengthened its balance sheet with a $345 million stock offering in January, ending the year with $308.5 million in cash and marketable securities, demonstrating financial resilience amid accelerated R&D spending.
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Analyst Views on ALMS
Wall Street analysts forecast ALMS stock price to rise
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 23.660
Low
32.00
Averages
37.57
High
50.00
Current: 23.660
Low
32.00
Averages
37.57
High
50.00
About ALMS
Alumis Inc. is a late-stage biopharmaceutical company. The Company is engaged in 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, the Company is developing a pipeline of oral tyrosine kinase 2 (TYK2) inhibitors, consisting of ESK-001 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 multiple sclerosis and Parkinson’s Disease. In addition, its pipeline also includes lonigutamab, a subcutaneously delivered anti-insulin-like growth factor 1 receptor therapy for the treatment of thyroid eye disease, as well as several preclinical programs identified through this precision approach.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ACT Capital Management Acquires New Position in Alumis
- New Position: On May 8, 2026, ACT Capital Management disclosed a new position in Alumis by acquiring 174,250 shares valued at approximately $4.36 million, indicating strong confidence in the company's future potential.
- Quarterly Valuation: The position's valuation stood at $3.84 million at quarter-end, reflecting changes in share price and count, which represents 3.02% of ACT's reportable assets in its 13F filing.
- Stock Performance: Alumis shares surged 350% over the past year, significantly outperforming the S&P 500's 30% gain, highlighting its strong performance and market recognition in the biopharmaceutical sector.
- Clinical Progress: Alumis reported positive Phase 3 data for envudeucitinib in moderate-to-severe plaque psoriasis in March, with 65% of patients achieving PASI 90 skin clearance, and plans to submit an NDA in the second half of 2026, suggesting potential catalysts for further stock price increases.
See More
ACT Capital Management Acquires Alumis Shares
- New Investment Activity: ACT Capital Management acquired 174,250 shares of Alumis in Q1 2026, with an estimated trade value of $4.36 million, indicating confidence in the company's future potential, particularly regarding upcoming drug catalysts.
- Position Value Change: By quarter-end, ACT Capital's position in Alumis was valued at $3.84 million, reflecting a 3.42% change relative to its 13F reportable assets, highlighting increased market interest in the biotech firm.
- Clinical Progress Highlights: Alumis reported positive Phase 3 data for envudeucitinib in moderate-to-severe plaque psoriasis in March, with 65% of patients achieving PASI 90 skin clearance, and plans to submit an NDA in the second half of 2026.
- Financial Status Analysis: Despite posting a $243 million net loss in 2025, Alumis strengthened its balance sheet with a $345 million stock offering in January, ending the year with $308.5 million in cash and marketable securities, demonstrating financial resilience amid accelerated R&D spending.
See More
ACT Capital Management Acquires New Position in Alumis Worth $4.36 Million
- New Position: On May 8, 2026, ACT Capital Management disclosed a new position in Alumis by acquiring 174,250 shares valued at approximately $4.36 million, indicating strong confidence in the company's future prospects.
- Quarterly Valuation: The position's valuation stood at $3.84 million at quarter-end, reflecting the impact of market price changes and share count, highlighting Alumis's significance in the investment portfolio.
- Stock Performance: Alumis shares surged 350% over the past year, significantly outperforming the S&P 500's 30% gain, showcasing its robust growth potential in the biopharmaceutical sector.
- Clinical Progress: Alumis reported positive Phase 3 data for moderate-to-severe plaque psoriasis in March, with plans to submit a New Drug Application in the second half of 2026, further boosting investor confidence in its drug development pipeline.
See More
Envudeucitinib Shows Strong Efficacy in Psoriasis Trials
- Significant Clinical Response: Envudeucitinib achieved PASI 90 responses of 68.0% and PASI 100 responses of 41.0% by Week 16, demonstrating its robust efficacy in treating moderate-to-severe psoriasis, indicating strong market competitiveness.
- Early Improvement Effects: By Week 4, approximately 75% of patients achieved clear or almost clear scalp psoriasis, and by Week 12, around 50% showed minimal to no disease impact on quality of life, highlighting Envudeucitinib's rapid onset and broad clinical benefits.
- Good Safety Profile: Envudeucitinib's safety through Week 24 was consistent with Phase 2 results, with no serious adverse events reported; the most common side effects were mild and transient, such as headaches and upper respiratory infections, indicating good tolerability.
- Future Development Potential: Alumis plans to submit a New Drug Application to the FDA in the second half of 2026, with Envudeucitinib's sustained clinical responses and safety supporting its potential leading role in psoriasis treatment.
See More
ALUMIS' ENVUDEUCITINIB SHOWS PROMISING EARLY RESULTS IN SKIN CLEARANCE, QUALITY OF LIFE, AND PSORIASIS SYMPTOMS IN TWO PHASE 3 TRIALS, HIGHLIGHTING ITS POTENTIAL AS A TOP ORAL TREATMENT FOR PLAQUE PSORIASIS
Clinical Trials Overview: Alumi's recent clinical trials demonstrate early and robust improvements in skin clearance and quality of life for patients with psoriasis.
Potential as Leading Therapy: The trials underscore Alumi's potential to become a leading oral therapy for plaque psoriasis, highlighting its effectiveness in addressing symptoms.
See More
Alumis Reports 2025 Fiscal Year Financial Results
- Reduced Net Loss: Alumis reported a net loss of $243.3 million for the fiscal year ending December 31, 2025, an improvement from a net loss of $294.2 million in 2024, indicating progress in cost control and operational efficiency despite ongoing financial pressures.
- Revenue Misses Expectations: The fiscal year 2025 revenue of $24.05 million fell short of market expectations by $0.23 million, suggesting challenges in sales and marketing efforts that impacted overall financial performance.
- Strong Cash Reserves: As of December 31, 2025, Alumis held $308.5 million in cash, cash equivalents, and marketable securities, reflecting robust liquidity that supports future R&D and market expansion initiatives.
- Active Financing Activities: Alumis recently priced a $300 million upsized public offering, demonstrating market confidence in its future prospects while providing additional capital to support its research advancements in psoriasis treatment.
See More
ACT Capital Management Acquires New Position in Alumis
- New Position: On May 8, 2026, ACT Capital Management disclosed a new position in Alumis by acquiring 174,250 shares valued at approximately $4.36 million, indicating strong confidence in the company's future potential.
- Quarterly Valuation: The position's valuation stood at $3.84 million at quarter-end, reflecting changes in share price and count, which represents 3.02% of ACT's reportable assets in its 13F filing.
- Stock Performance: Alumis shares surged 350% over the past year, significantly outperforming the S&P 500's 30% gain, highlighting its strong performance and market recognition in the biopharmaceutical sector.
- Clinical Progress: Alumis reported positive Phase 3 data for envudeucitinib in moderate-to-severe plaque psoriasis in March, with 65% of patients achieving PASI 90 skin clearance, and plans to submit an NDA in the second half of 2026, suggesting potential catalysts for further stock price increases.
See More
ACT Capital Management Acquires Alumis Shares
- New Investment Activity: ACT Capital Management acquired 174,250 shares of Alumis in Q1 2026, with an estimated trade value of $4.36 million, indicating confidence in the company's future potential, particularly regarding upcoming drug catalysts.
- Position Value Change: By quarter-end, ACT Capital's position in Alumis was valued at $3.84 million, reflecting a 3.42% change relative to its 13F reportable assets, highlighting increased market interest in the biotech firm.
- Clinical Progress Highlights: Alumis reported positive Phase 3 data for envudeucitinib in moderate-to-severe plaque psoriasis in March, with 65% of patients achieving PASI 90 skin clearance, and plans to submit an NDA in the second half of 2026.
- Financial Status Analysis: Despite posting a $243 million net loss in 2025, Alumis strengthened its balance sheet with a $345 million stock offering in January, ending the year with $308.5 million in cash and marketable securities, demonstrating financial resilience amid accelerated R&D spending.
See More
ACT Capital Management Acquires New Position in Alumis Worth $4.36 Million
- New Position: On May 8, 2026, ACT Capital Management disclosed a new position in Alumis by acquiring 174,250 shares valued at approximately $4.36 million, indicating strong confidence in the company's future prospects.
- Quarterly Valuation: The position's valuation stood at $3.84 million at quarter-end, reflecting the impact of market price changes and share count, highlighting Alumis's significance in the investment portfolio.
- Stock Performance: Alumis shares surged 350% over the past year, significantly outperforming the S&P 500's 30% gain, showcasing its robust growth potential in the biopharmaceutical sector.
- Clinical Progress: Alumis reported positive Phase 3 data for moderate-to-severe plaque psoriasis in March, with plans to submit a New Drug Application in the second half of 2026, further boosting investor confidence in its drug development pipeline.
See More
Envudeucitinib Shows Strong Efficacy in Psoriasis Trials
- Significant Clinical Response: Envudeucitinib achieved PASI 90 responses of 68.0% and PASI 100 responses of 41.0% by Week 16, demonstrating its robust efficacy in treating moderate-to-severe psoriasis, indicating strong market competitiveness.
- Early Improvement Effects: By Week 4, approximately 75% of patients achieved clear or almost clear scalp psoriasis, and by Week 12, around 50% showed minimal to no disease impact on quality of life, highlighting Envudeucitinib's rapid onset and broad clinical benefits.
- Good Safety Profile: Envudeucitinib's safety through Week 24 was consistent with Phase 2 results, with no serious adverse events reported; the most common side effects were mild and transient, such as headaches and upper respiratory infections, indicating good tolerability.
- Future Development Potential: Alumis plans to submit a New Drug Application to the FDA in the second half of 2026, with Envudeucitinib's sustained clinical responses and safety supporting its potential leading role in psoriasis treatment.
See More
ALUMIS' ENVUDEUCITINIB SHOWS PROMISING EARLY RESULTS IN SKIN CLEARANCE, QUALITY OF LIFE, AND PSORIASIS SYMPTOMS IN TWO PHASE 3 TRIALS, HIGHLIGHTING ITS POTENTIAL AS A TOP ORAL TREATMENT FOR PLAQUE PSORIASIS
Clinical Trials Overview: Alumi's recent clinical trials demonstrate early and robust improvements in skin clearance and quality of life for patients with psoriasis.
Potential as Leading Therapy: The trials underscore Alumi's potential to become a leading oral therapy for plaque psoriasis, highlighting its effectiveness in addressing symptoms.
See More
Alumis Reports 2025 Fiscal Year Financial Results
- Reduced Net Loss: Alumis reported a net loss of $243.3 million for the fiscal year ending December 31, 2025, an improvement from a net loss of $294.2 million in 2024, indicating progress in cost control and operational efficiency despite ongoing financial pressures.
- Revenue Misses Expectations: The fiscal year 2025 revenue of $24.05 million fell short of market expectations by $0.23 million, suggesting challenges in sales and marketing efforts that impacted overall financial performance.
- Strong Cash Reserves: As of December 31, 2025, Alumis held $308.5 million in cash, cash equivalents, and marketable securities, reflecting robust liquidity that supports future R&D and market expansion initiatives.
- Active Financing Activities: Alumis recently priced a $300 million upsized public offering, demonstrating market confidence in its future prospects while providing additional capital to support its research advancements in psoriasis treatment.
See More
