Amylyx Pharmaceuticals, Inc.

NasdaqGS:AMLX 주식 리포트

시가총액: US$1.5b

Amylyx Pharmaceuticals 경영진

경영진 기준 점검 4/4

Amylyx Pharmaceuticals CEO는 Josh Cohen, Jan2013 에 임명되었습니다 의 임기는 13.33 년입니다. 총 연간 보상은 $2.72M, 25.2% 급여 및 74.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $42.34M 가치에 해당하는 회사 주식의 2.8% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.3 년과 5.3 년입니다.

핵심 정보

Josh Cohen

최고경영자

US$2.7m

총 보수

CEO 급여 비율25.23%
CEO 재임 기간13.3yrs
CEO 지분 보유율2.8%
경영진 평균 재임 기간5.3yrs
이사회 평균 재임 기간5.3yrs

최근 경영진 업데이트

Recent updates

새로운 내러티브 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?
새로운 내러티브 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?
새로운 내러티브 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
User avatar
새로운 내러티브 Apr 01

Avexitide Launch In 2027 Will Strengthen Our Pipeline

Strategic developments in the pipeline and collaborations aim to address unmet medical needs and present long-term revenue growth opportunities.
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
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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 보수 분석

Josh Cohen의 보수는 Amylyx Pharmaceuticals의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Josh의 총 보수(USD2.72M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.48M)보다 낮습니다.

보상과 수익: Josh의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Josh Cohen (33 yo)

13.3yrs
재임 기간
US$2,719,807
보수

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...


리더십 팀

이름직위재임 기간보수지분
Joshua Cohen
Co-Founder13.3yrsUS$2.72m2.8%
$ 42.3m
Justin Klee
Co-CEO & Director13.3yrsUS$2.72m2.8%
$ 42.3m
James Frates
Chief Financial Officer5.3yrsUS$1.38m0.19%
$ 2.9m
Camille Bedrosian
Chief Medical Officer2.5yrsUS$1.57m0.080%
$ 1.2m
Tom Holmes
Chief Technical Operations Officerno data데이터 없음데이터 없음
Lindsey Allen
Head of Investor Relations & Communicationsno data데이터 없음데이터 없음
Gina Mazzariello
Chief Legal Officer & General Counsel4.3yrsUS$2.30m0.053%
$ 803.5k
Linda Arsenault
Chief Human Resources Officer2.3yrs데이터 없음데이터 없음
Tammy Sarnelli
Global Head of Regulatory Affairs5.8yrs데이터 없음데이터 없음
Machelle Manuel
VP & Head of Global Medical Affairs6yrs데이터 없음데이터 없음
Jamie Timmons
Head of Global Medical Strategy & Communicationsno data데이터 없음데이터 없음
Dan Monahan
Chief Commercial Officer1.3yrs데이터 없음데이터 없음
5.3yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: AMLX의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.3 년).


이사회 구성원

이름직위재임 기간보수지분
Joshua Cohen
Co-Founder12.3yrsUS$2.72m2.8%
$ 42.3m
Justin Klee
Co-CEO & Director12.3yrsUS$2.72m2.8%
$ 42.3m
Walter Gilbert
Special Advisor & Member of Advisory Board5.3yrsUS$51.24k데이터 없음
George Milne
Independent Chairman of the Board11.3yrsUS$218.58k0.73%
$ 11.1m
Rudolph Emile Tanzi
Chairman of The Scientific Advisory Boardno data데이터 없음데이터 없음
Karen Firestone
Independent Director3.2yrsUS$161.08k0.057%
$ 858.8k
Daphne Quimi
Independent Director4.9yrsUS$173.58k0.0045%
$ 68.1k
Bernhardt G. Zeiher
Independent Director2.2yrsUS$166.08k0.0090%
$ 136.0k
Paul Fonteyne
Independent Director5.2yrsUS$168.58k0.0036%
$ 53.7k
5.3yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: AMLX의 이사회경험이 있음으로 간주됩니다(평균 재임 5.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 05:11
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Amylyx Pharmaceuticals, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Christopher ChenBaird
null nullBaird
Joel BeattyBaird