Alumis Inc 2025年季度报告

For the quarterly period endedJune30,2025or (Exact name of registrant as specified in its charter) 86-1771129(I.R.S. EmployerIdentification Number) Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d)of the Securities ExchangeAct of 1934 during the preceding 12months (or for such shorter period that the registrant was required to file such reports), and (2)has beensubject to such filing requirements for the past 90days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant toRule405 of RegulationS-T (§232.405 of this chapter) during the preceding 12months (or for such shorter period that the registrant wasrequired to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,”and “emerging growth company” in Rule12b-2 of the Exchange Act. Non-accelerated filer☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complyingwith any new or revised financial accounting standards provided pursuant to Section13(a)of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Exchange Act).Yes☐No☒ Securities registered pursuant to Section12(b)of the Act: Trading symbolALMS Title of Each ClassCommon Stock, par value $0.0001 pershare Name of Exchange on which registeredThe Nasdaq Global Select Market As of August 7, 2025, the registrant had96,879,394shares of voting common stock, $0.0001 par value per share, and7,184,908shares ofnon-voting common stock, $0.0001 par value per share, outstanding. TABLE OF CONTENTS PartI Financial Information Item1.Financial Statements (Unaudited)5Condensed Consolidated Balance Sheets5Condensed Consolidated Statements of Operations and Comprehensive Income(Loss)6Condensed Consolidated Statements of Redeemable Convertible Preferred Stock andStockholders’ Equity (Deficit)7Condensed Consolidated Statements of Cash Flows8Notesto Condensed Consolidated Financial Statements9Item2.Management’s Discussion and Analysis of Financial Condition and Results ofOperations40Item3.Quantitative and Qualitative Disclosures about Market Risk58Item4.Controls and Procedures58PartII Other InformationItem1.Legal Proceedings60Item1A.Risk Factors60Item2.Unregistered Sales of Equity Securities and Use of Proceeds125Item3.Defaults Upon Senior Securities126Item4.Mine Safety Disclosures126Item5.Other Information126Item6.Exhibits126Signatures128 In this Quarterly Report on Form 10-Q, unless otherwise stated or as the context otherwise requires,references to “Alumis,” “the Company,” “we,” “us,” “our” and similar references refer to Alumis Inc. This Quarterly Report on Form 10-Q also contains registered marks, trademarks and trade names ofother companies. All other trademarks, registered marks and trade names appearing in this report arethe property of their respective holders. We do not intend our use or display of other companies’ tradenames, trademarks or service marks to imply a relationship with, or endorsement or sponsorship of usby, these other companies. SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements that are based on ourmanagement’s beliefs and assumptions and on information currently available to our management.All statements, other than statements of historical facts contained in this Quarterly Report on Form10-Q, including statements regarding our future financial condition, business strategy and plans, andobjectives of management for future operations, are forward-looking statements. In some cases, youcan identify forward-looking statements by the following words: “anticipate,” “believe,” “continue,”“could,” “estimate,” “expect,” “intend,” “may,” “ongoing,” “plan,” “potential,” “predict,” “project,”“should,” “will,” “would” or the negative of these terms or other comparable terminology, althoughnot all forward-looking statements contain these words. These forward-looking statements involve risks, uncertainties and other factors that may cause ouractual results, levels of activity, performance or achievements to be materially different from theinformation expressed or implied by these forward-looking statements. Although we believe that wehave a reasonable basis for each forward-looking statement contained in this Quarterly Report onForm 10-Q, we caution you that these statements are based on a combination of facts and factorscurrently known by us and our projections of the future, about which we cannot be certain. Forward-looking statements in this Quarterly Report on Form 10-Q include, bu