Amylyx Pharmaceuticals, Inc.

NasdaqGS:AMLX 株式レポート

時価総額:US$1.5b

Amylyx Pharmaceuticals マネジメント

マネジメント 基準チェック /44

Amylyx Pharmaceuticalsの CEO はJosh Cohenで、 Jan2013年に任命され、 の在任期間は 13.42年です。 の年間総報酬は$ 2.72Mで、 25.2%給与と74.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の2.8%を直接所有しており、その価値は$ 41.88M 。経営陣と取締役会の平均在任期間はそれぞれ5.4年と5.3年です。

主要情報

Josh Cohen

最高経営責任者

US$2.7m

報酬総額

CEO給与比率25.23%
CEO在任期間13.4yrs
CEOの所有権2.8%
経営陣の平均在職期間5.4yrs
取締役会の平均在任期間5.3yrs

経営陣の近況

Recent updates

新しいナラティブ 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?
新しいナラティブ 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?
新しいナラティブ 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
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...
Seeking Alpha Mar 09

An ALS Drug Fails Again

Summary The ALS drug (Relyvrio) had been put through a Phase II trial by its developer, Amylyx. Amylyx was already working on a Phase III trial, and they committed to withdrawing the drug if this trial showed no efficacy. Just like with the recent approvals in Alzheimer's, the patient advocacy groups took victory laps after Relyvrio was approved, and they were a big part of the pressure that made the FDA reverse its initial correct decision. Read the full article on Seeking Alpha
Seeking Alpha Feb 23

Amylyx Pharmaceuticals: Q4 Earnings Insight And PHOENIX Trial Implications

Summary Amylyx Pharmaceuticals' stock has rebounded by 50% since a rating downgrade in November, reflecting investor relief after Q4 earnings were in line with expectations. The company provided an earlier timeline for Phase 3 PHOENIX trial data, which will impact the market prospects of its ALS drug, Relyvrio. Positive PHOENIX trial data could boost Amylyx's stock by 200%, while negative data could send it down by at least 50%. Read the full article on Seeking Alpha
分析記事 Feb 23

Amylyx Pharmaceuticals, Inc.'s (NASDAQ:AMLX) 27% Price Boost Is Out Of Tune With Revenues

Despite an already strong run, Amylyx Pharmaceuticals, Inc. ( NASDAQ:AMLX ) shares have been powering on, with a gain...

CEO報酬分析

Amylyx Pharmaceuticals の収益と比較して、Josh Cohen の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Joshの 総報酬 ($USD 2.72M ) は、 US市場 ($USD 5.25M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Joshの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Josh Cohen (34 yo)

13.4yrs
在職期間
US$2,719,807
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Joshua Cohen
Co-Founder13.4yrsUS$2.72m2.8%
$ 41.9m
Justin Klee
Co-CEO & Director13.4yrsUS$2.72m2.8%
$ 41.9m
James Frates
Chief Financial Officer5.4yrsUS$1.38m0.19%
$ 2.8m
Camille Bedrosian
Chief Medical Officer2.6yrsUS$1.57m0.080%
$ 1.2m
Tom Holmes
Chief Technical Operations Officerno dataデータなしデータなし
Lindsey Allen
Head of Investor Relations & Communicationsno dataデータなしデータなし
Gina Mazzariello
Chief Legal Officer & General Counsel4.3yrsUS$2.30m0.053%
$ 794.7k
Linda Arsenault
Chief Human Resources Officer2.3yrsデータなしデータなし
Tammy Sarnelli
Global Head of Regulatory Affairs5.8yrsデータなしデータなし
Machelle Manuel
VP & Head of Global Medical Affairs6.1yrsデータなしデータなし
Jamie Timmons
Head of Global Medical Strategy & Communicationsno dataデータなしデータなし
Dan Monahan
Chief Commercial Officer1.4yrsデータなしデータなし
5.4yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: AMLXの経営陣は経験豊富で経験豊富です(平均在職期間は5.4年)。


取締役

名称ポジション在職期間報酬所有権
Joshua Cohen
Co-Founder12.4yrsUS$2.72m2.8%
$ 41.9m
Justin Klee
Co-CEO & Director12.4yrsUS$2.72m2.8%
$ 41.9m
Walter Gilbert
Special Advisor & Member of Advisory Board5.4yrsUS$51.24kデータなし
George Milne
Independent Chairman of the Board11.4yrsUS$218.58k0.73%
$ 10.9m
Rudolph Emile Tanzi
Chairman of The Scientific Advisory Boardno dataデータなしデータなし
Karen Firestone
Independent Director3.3yrsUS$161.08k0.060%
$ 900.5k
Daphne Quimi
Independent Director5yrsUS$173.58k0.0045%
$ 67.3k
Bernhardt G. Zeiher
Independent Director2.3yrsUS$166.08k0.0090%
$ 134.5k
Paul Fonteyne
Independent Director5.3yrsUS$168.58k0.0036%
$ 53.1k
5.3yrs
平均在職期間
65yo
平均年齢

経験豊富なボード: AMLXの 取締役会経験豊富 であると考えられます ( 5.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/11 12:33
終値2026/06/11 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Amylyx Pharmaceuticals, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

アナリスト機関
Christopher ChenBaird
null nullBaird
Joel BeattyBaird