SCHEDULE: venBio Fund IV Discloses 4.8% Stake in Alumis Inc.

venBio Global Strategic Fund IV, L.P. and its affiliates reported a 4.8% beneficial ownership stake in Alumis Inc., totaling 4,619,803 shares of common stock as of June 30, 2025.

Summary

• venBio Global Strategic Fund IV, L.P., along with its general partner venBio Global Strategic GP IV, LLC, and members Robert Adelman and Corey Goodman, collectively reported beneficial ownership of 4,619,803 shares of Alumis Inc. common stock.
• This ownership represents 4.8% of Alumis Inc.'s outstanding common stock.
• The percentage is calculated based on 96,857,569 shares outstanding as of June 30, 2025, as reported in Alumis Inc.'s Form 10-Q filed on August 13, 2025.
• All reporting persons share voting and dispositive power over the 4,619,803 shares.
• The securities were not acquired or held for the purpose of changing or influencing control of Alumis Inc., except for activities related to a nomination under Rule 14a-11.

Sentiment

Score: 7

Explanation: The disclosure of a 4.8% beneficial ownership by venBio Global Strategic Fund IV, L.P. in Alumis Inc. is generally viewed positively as it signifies a notable institutional investor's confidence and commitment to the company. While not directly impacting operations, it can be a positive signal to the market.

Positives

• Significant institutional investment from venBio Global Strategic Fund IV, L.P. indicates confidence in Alumis Inc.
• The 4.8% stake represents a substantial position, suggesting a notable long-term interest from a venture capital fund.

Future Outlook

NA

Industry Context

This filing indicates a significant investment by venBio Global Strategic Fund IV, L.P., a venture capital fund, in Alumis Inc. Such institutional investments are common as funds take positions in publicly traded companies, often signaling confidence in the company's prospects without seeking control.

Stakeholder Impact

• Shareholders: Increased transparency regarding a significant institutional investor's stake and its non-control intent may provide reassurance and potentially boost investor confidence.
• Management: Awareness of a significant institutional holder, though non-controlling, may influence strategic considerations.

Key Dates

Recommendation

This Schedule 13G filing primarily discloses a significant beneficial ownership stake by venBio Global Strategic Fund IV, L.P. in Alumis Inc. While the 4.8% stake by a reputable institutional investor can be interpreted as a positive signal of confidence, the filing itself does not contain operational or financial performance data to warrant a 'buy' or 'sell' recommendation. It merely provides transparency on a substantial shareholder's position. Therefore, a 'hold' recommendation is appropriate, advising investors to maintain their current positions while awaiting further financial and operational updates from Alumis Inc. to make more informed decisions.

Keywords

Alumis Inc., venBio Global Strategic Fund IV, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Investor, Equity Stake