ALMS Alumis Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
18:23
01 сен
01 сен
ALMS lacks blockbuster psoriasis drug
Author is bearish on ALMS by rejecting the blockbuster psoriasis-drug thesis and calling the Otezla comparator weak, but does not disclose a short position or explicit short call.
Сред.
16:55
01 сен
01 сен
Short ALMS; Sotyktu failure shows high bar.
Author argues ALMS should not spend to launch against JNJ/TAK because Sotyktu's weak commercial uptake shows the market bar is high, but does not disclose a short position or explicit short call.
Сред.
14:07
01 сен
01 сен
ALMS toward zero on cash burn, competition.
Short ALMS because SLE failure leaves a cash-burning biomarker-selected P3 program, with $142M quarterly burn against $500M cash and oral psoriasis competition from Takeda and Icotyde structurally limiting its market.
Выс.
12:56
17 авг
17 авг
Reports heaviest selling across specialist funds
"Reports net conviction laggards with heaviest genuine selling across specialist funds in Q2 2026, no directional view."
Сред.
Об аналитическом покрытии ALMS
Buzzberg отслеживает ALMS (Alumis Inc.) в 2 источниках. Бычьих сигналов: 0, медвежьих: 1, от 2 аналитиков. Сентимент смешанный с уклоном в медвежий. Всего отслеживаются 4 торговые идеи. За последние 7 дней: медвежьих: 1, наблюдение: 2. Последние спикеры: A May MD, seedy19tron.