Diligence memo · auto-generated · as of July 2, 2026

Alloy Therapeutics, Inc.

Alloy Therapeutics, Inc. looks fair against its niche peers and is at-risk on financing cadence.

WatchOverdue for a raise versus sector cadence — could be a bridge, a down round, or distress. Watch for the next filing.

Businessfiled

Alloy Therapeutics, Inc. operates in Biotechnology, based in WALTHAM.

Sub-sector tags: pharma.

No verified homepage on file yet — operating evidence is limited to the public record.

Capital & rounds (filed)filed

Alloy Therapeutics, Inc. has raised $117M in disclosed capital across 2 recorded rounds, aggregated from public filings. Its latest round is modeled as Series C (a $40M–$100M round).

Largest single filing: $75M on 2021-03-19.

Most recent recorded round closed around 2022-09-16.

Valuation (modeled)modeled

Provath models Alloy Therapeutics, Inc. at approximately $737M (range $129M–$1.4B). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Fair. Modeled value is 1.49× the median modeled value of Series C Biotechnology companies in 2022–2024 (111 peers) — value vs value, same stage and era. Within the normal band (149% of peer median) for its niche.

Financing rhythm & timingmixed

Historic cadence: a new round about every 18 months.

Last raise 3.8 yr ago; this sector typically re-raises about every 14 months.

Past due for a raise versus sector cadence — watch for distress or a bridge.

The last round was 1.8× smaller than the prior — a bridge or down round.

Comparablesmixed

Capital scale ranks ahead of 92% of Biotechnology peers (4293 compared).

Modeled value ranks above 86% of those peers.

Closest niche peers: Dianthus Therapeutics, Inc., Satellite Biosciences, Inc., Deepcell, Inc., Ventus Therapeutics U.S., Inc., Morphic Holding, Inc..

Peoplefiled

11 named people on file across officers, directors and signatories.

Risks & flagsmixed

Overdue for a raise versus sector norm — distress or bridge risk.

No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.