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Time Author Thesis Company / ticker Signal Since call Position Source
18:23
Sep 01
A May MD
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.
ALMS Alumis Inc. Avoid — —
16:55
Sep 01
A May MD
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.
ALMS Alumis Inc. Avoid — —
14:07
Sep 01
A May MD
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.
ALMS Alumis Inc. Short 1ST — —
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About ALMS Investor Commentary

Across the available history and selected sources, Buzzberg tracks ALMS (Alumis Inc.) across 3 sources: 1 bullish vs 1 bearish calls from 3 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 5 total trade ideas tracked. Latest voices: A May MD.