Amylyx Pharmaceuticals, Inc.

Informe acción NasdaqGS:AMLX

Capitalización de mercado: US$2.3b

Amylyx Pharmaceuticals Dirección

Dirección controles de criterios 4/4

El CEO de Amylyx Pharmaceuticals es Josh Cohen , nombrado en Jan 2013, tiene una permanencia de 13.5 años. compensación anual total es $2.72M, compuesta por 25.2% salario y 74.8% primas, incluidas acciones y opciones de la empresa. posee directamente un 3.22% de las acciones de la empresa, por valor de $74.36M. La antigüedad media del equipo directivo y de la junta directiva es de 5.5 años y 5.4 años, respectivamente.

Información clave

Josh Cohen

Chief Executive Officer (CEO)

US$2.7m

Compensación total

Porcentaje del salario del CEO25.23%
Permanencia del CEO13.5yrs
Participación del CEO3.2%
Permanencia media de la dirección5.5yrs
Promedio de permanencia en la Junta Directiva5.4yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jul 10

AMLX: Phase 3 LUCIDITY Readout Will Drive View On Undervalued Potential

The analyst fair value estimate for Amylyx Pharmaceuticals has been adjusted from $22.20 to $24.40 as analysts reference higher Street price targets, including Guggenheim's move to $40 and the stock's inclusion as a "Best Idea." This is supported by expectations around the upcoming Phase 3 LUCIDITY readout for avexitide in post-bariatric hypoglycemia and the potential of the $6b+ US PBH market. Analyst Commentary Recent Street research on Amylyx Pharmaceuticals focuses heavily on the upcoming Phase 3 LUCIDITY readout for avexitide in post-bariatric hypoglycemia, with valuation views closely tied to how analysts frame the opportunity in the US PBH market and the stock's execution risks around this catalyst.
Actualización de narrativa Jun 26

AMLX: Upcoming PBH Phase 3 Readout Will Drive Bullish Repricing

Amylyx Pharmaceuticals' updated analyst price target has shifted from about $32.63 to roughly $37.58, with analysts citing the stock's inclusion on select "Best Idea" lists and expectations around upcoming LUCIDITY trial results as key reasons for the change. Analyst Commentary Recent Street research on Amylyx Pharmaceuticals highlights a cluster of upbeat views ahead of the LUCIDITY Phase 3 readout for avexitide in post-bariatric hypoglycemia.
Nueva narrativa Apr 02

Bullish View That Future PBH Therapy Breakthrough Will Underpin Long Term Upside Potential

Catalysts About Amylyx Pharmaceuticals Amylyx Pharmaceuticals focuses on developing therapies for endocrine and neurodegenerative conditions, with a current emphasis on post bariatric hypoglycemia and ALS. What are the underlying business or industry changes driving this perspective?
Nueva narrativa Mar 19

Post Bariatric Hypoglycemia Setbacks Will Pressure Earnings Before Long Term Endocrine Potential Emerges

Catalysts About Amylyx Pharmaceuticals Amylyx Pharmaceuticals is a biopharmaceutical company focused on treatments for endocrine conditions such as post bariatric hypoglycemia and neurodegenerative diseases including ALS and Wolfram syndrome. What are the underlying business or industry changes driving this perspective?
Nueva narrativa Mar 05

PBH Franchise And Neurodegeneration Pipeline Will Support A Stronger Future Business Model

Catalysts About Amylyx Pharmaceuticals Amylyx Pharmaceuticals is a biopharmaceutical company focused on developing treatments for endocrine disorders and neurodegenerative diseases. What are the underlying business or industry changes driving this perspective?
Seeking Alpha Jan 27

Amylyx Pharmaceuticals: Back From The Dead

Summary Amylyx Pharmaceuticals has rebounded sharply since its nadir in 2024, driven by the acquisition of avexitide and renewed pipeline optimism. Avexitide targets post-bariatric hypoglycemia, an underserved market with no approved therapies and significant unmet need. Street sentiment is bullish on AMLX, but current valuation appears fair given projected sales and patient penetration. An analysis around Amylyx Pharmaceuticals follows in the paragraphs below. Read the full article on Seeking Alpha
Artículo de análisis Sep 01

Here's Why We're A Bit Worried About Amylyx Pharmaceuticals' (NASDAQ:AMLX) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. Indeed, Amylyx Pharmaceuticals...
Artículo de análisis May 10

Can Amylyx Pharmaceuticals (NASDAQ:AMLX) Afford To Invest In Growth?

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Artículo de análisis Apr 03

Optimistic Investors Push Amylyx Pharmaceuticals, Inc. (NASDAQ:AMLX) Shares Up 26% But Growth Is Lacking

Those holding Amylyx Pharmaceuticals, Inc. ( NASDAQ:AMLX ) shares would be relieved that the share price has rebounded...
Seeking Alpha Feb 24

Amylyx Pharmaceuticals: Lots Of Setbacks, Some Chances Of Recovery

Summary AMLX has had major setbacks in its lifecycle, including the voluntary withdrawal of an approved drug. The company purchased late-stage assets from a bankrupt company and are running them through trials. Considerable risks remain as to the market, and whether AMLX can overcome its streak of bad luck. Read the full article on Seeking Alpha
Artículo de análisis Dec 19

Little Excitement Around Amylyx Pharmaceuticals, Inc.'s (NASDAQ:AMLX) Revenues As Shares Take 26% Pounding

The Amylyx Pharmaceuticals, Inc. ( NASDAQ:AMLX ) share price has softened a substantial 26% over the previous 30 days...
Artículo de análisis Dec 10

Is Amylyx Pharmaceuticals (NASDAQ:AMLX) In A Good Position To Invest In Growth?

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Seeking Alpha Nov 25

Amylyx: AMX0035 PSP Data In Mid-2025 Is Just One Program Moving Along

Summary The company reported positive results from the phase 2 HELIOS study of AMX0035 for Wolfram Syndrome, setting up initiation of a potential phase 3 trial in 2025. An interim analysis of the phase 2b/3 ORION trial for Progressive Supranuclear Palsy is expected in mid-2025, determining the program's future. Financially, Amylyx has $234.4 million in cash, enough to fund operations into 2026, but may need to raise additional funds in 2025. Avexitide, an acquired GLP-1 receptor antagonist for patients with post-bariatric hypoglycemia, is expected to start a phase 3 study in Q1 of 2025, with data expected in 2026. Read the full article on Seeking Alpha
Artículo de análisis Nov 04

There's No Escaping Amylyx Pharmaceuticals, Inc.'s (NASDAQ:AMLX) Muted Revenues Despite A 81% Share Price Rise

Amylyx Pharmaceuticals, Inc. ( NASDAQ:AMLX ) shares have continued their recent momentum with a 81% gain in the last...
Artículo de análisis Sep 18

Amylyx Pharmaceuticals, Inc. (NASDAQ:AMLX) Stock Catapults 37% Though Its Price And Business Still Lag The Industry

Amylyx Pharmaceuticals, Inc. ( NASDAQ:AMLX ) shares have continued their recent momentum with a 37% gain in the last...
Seeking Alpha Jun 25

Amylyx Pharmaceuticals: Potential To Redeem Itself With Data Readouts And Possible GLP-1 Acquisition

Summary Amylyx Pharmaceuticals, Inc.'s relyvrio for ALS was voluntarily delisted in the U.S. and Canada, but has a chance to target this indication with the advancement of AMX0114; IND filing and trial initiation expected in 2024. Full data from the phase 2 HELIOS trial, using AMX0035 to treat patients with Wolfram syndrome, is expected Fall of 2024. Interim analysis from phase 3 ORION study, using AMX0035 to treat patients with progressive supranuclear palsy, expected mid-2025. The company could possibly acquire rights to phase 3 ready GLP-1 asset Avexitide; This depends upon meeting certain conditions under this agreement, including a favorable ruling from the Texas Bankruptcy Court. Read the full article on Seeking Alpha
Artículo de análisis Apr 25

Lacklustre Performance Is Driving Amylyx Pharmaceuticals, Inc.'s (NASDAQ:AMLX) 31% Price Drop

Unfortunately for some shareholders, the Amylyx Pharmaceuticals, Inc. ( NASDAQ:AMLX ) share price has dived 31% in the...
Artículo de análisis Mar 12

Analysts Just Shaved Their Amylyx Pharmaceuticals, Inc. (NASDAQ:AMLX) Forecasts Dramatically

Today is shaping up negative for Amylyx Pharmaceuticals, Inc. ( NASDAQ:AMLX ) shareholders, with the analysts...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Josh Cohen en comparación con los beneficios de Amylyx Pharmaceuticals?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$150m

Dec 31 2025US$3mUS$686k

-US$145m

Sep 30 2025n/an/a

-US$149m

Jun 30 2025n/an/a

-US$188m

Mar 31 2025n/an/a

-US$219m

Dec 31 2024US$6mUS$686k

-US$302m

Sep 30 2024n/an/a

-US$259m

Jun 30 2024n/an/a

-US$166m

Mar 31 2024n/an/a

-US$71m

Dec 31 2023US$7mUS$621k

US$49m

Sep 30 2023n/an/a

US$2m

Jun 30 2023n/an/a

-US$73m

Mar 31 2023n/an/a

-US$149m

Dec 31 2022US$7mUS$539k

-US$198m

Sep 30 2022n/an/a

-US$184m

Jun 30 2022n/an/a

-US$153m

Mar 31 2022n/an/a

-US$121m

Dec 31 2021US$1mUS$418k

-US$88m

Sep 30 2021n/an/a

-US$68m

Dec 31 2020US$671kUS$370k

-US$42m

Compensación vs. Mercado: La compensación total de Josh($USD2.72M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD5.16M).

Compensación vs. Ingresos: La compensación de Josh ha sido consistente con los resultados de la empresa en el último año.


CEO

Josh Cohen (34 yo)

13.5yrs
Permanencia
US$2,719,807
Compensación

Mr. Joshua B. Cohen also known as Josh, co-founded Amylyx Pharmaceuticals, Inc. in 2013 and has been its Co-Chief Executive Officer and Director since January 2014. Mr. Cohen served as Chairman of the Boar...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Joshua Cohen
Co-Founder13.5yrsUS$2.72m3.22%
$ 74.4m
Justin Klee
Co-CEO & Director13.5yrsUS$2.72m3.22%
$ 74.4m
James Frates
Chief Financial Officer5.5yrsUS$1.38m0.24%
$ 5.4m
Camille Bedrosian
Chief Medical Officer2.7yrsUS$1.57m0.24%
$ 5.5m
Tom Holmes
Chief Technical Operations Officerno datasin datossin datos
Lindsey Allen
Head of Investor Relations & Communicationsno datasin datossin datos
Gina Mazzariello
Chief Legal Officer & General Counsel4.4yrsUS$2.30m0.030%
$ 697.7k
Linda Arsenault
Chief Human Resources Officer2.4yrssin datossin datos
Tammy Sarnelli
Global Head of Regulatory Affairs5.9yrssin datossin datos
Machelle Manuel
VP & Head of Global Medical Affairs6.2yrssin datossin datos
Jamie Timmons
Head of Global Medical Strategy & Communicationsno datasin datossin datos
Dan Monahan
Chief Commercial Officer1.5yrssin datossin datos
5.5yrs
Permanencia media
54yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de AMLX es experimentado (5.5 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Joshua Cohen
Co-Founder12.5yrsUS$2.72m3.22%
$ 74.4m
Justin Klee
Co-CEO & Director12.5yrsUS$2.72m3.22%
$ 74.4m
Walter Gilbert
Special Advisor & Member of Advisory Board5.5yrsUS$51.24ksin datos
George Milne
Independent Chairman of the Board11.5yrsUS$218.58k0.73%
$ 16.9m
Rudolph Emile Tanzi
Chairman of The Scientific Advisory Boardno datasin datossin datos
Karen Firestone
Independent Director3.3yrsUS$161.08k0.060%
$ 1.4m
Daphne Quimi
Independent Director5.1yrsUS$173.58k0.0045%
$ 103.8k
Bernhardt G. Zeiher
Independent Director2.3yrsUS$166.08k0.0090%
$ 207.4k
Paul Fonteyne
Independent Director5.3yrsUS$168.58k0.0036%
$ 81.9k
5.4yrs
Permanencia media
65yo
Promedio de edad

Junta con experiencia: La junta directiva de AMLX se considera experimentada (5.4 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/31 19:00
Precio de las acciones al final del día2026/07/31 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Amylyx Pharmaceuticals, Inc. está cubierta por 12 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Christopher ChenBaird
null nullBaird
Joel BeattyBaird