Amylyx Pharmaceuticals Beheer
Beheer criteriumcontroles 4/4
De CEO Amylyx Pharmaceuticals is Josh Cohen, benoemd in Jan2013, heeft een ambtstermijn van 13.67 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 2.72M, bestaande uit 25.2% salaris en 74.8% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 2.51% van de aandelen van het bedrijf, ter waarde $ 102.14M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.7 jaar en 5.6 jaar.
Belangrijke informatie
Josh Cohen
Algemeen directeur
US$2.7m
Totale compensatie
| Percentage CEO-salaris | 25.23% |
| Dienstverband CEO | 13.7yrs |
| Eigendom CEO | 2.5% |
| Management gemiddelde ambtstermijn | 5.7yrs |
| Gemiddelde ambtstermijn bestuur | 5.6yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Sep 17
AMLX: LUCIDITY Success Will Drive Undervalued Post Bariatric Hypoglycemia Opportunity
Amylyx Pharmaceuticals' updated analyst price target of $42, up from $25.56 in the prior fair value estimate, reflects analysts' views that strong Phase 3 LUCIDITY data for avexitide and a clearer commercial path in post-bariatric hypoglycemia support higher projected revenue growth, profit margins, and a lower future P/E multiple. Analyst Commentary Recent Street research on Amylyx Pharmaceuticals centers on the Phase 3 LUCIDITY results for avexitide and what those data could mean for valuation, revenue potential, and execution risks in post-bariatric hypoglycemia.
Narratiefupdate • Sep 03
AMLX: Positive PBH Phase 3 Results Will Drive Bullish Repricing
Amylyx Pharmaceuticals' consensus analyst price target has shifted higher from about $37.58 to $57.00 as analysts respond to avexitide's Phase 3 LUCIDITY data that showed strong efficacy, clean tolerability, and what they describe as a sizable post-bariatric hypoglycemia market opportunity. Analyst Commentary Bullish analysts describe the LUCIDITY readout as a major inflection point for Amylyx Pharmaceuticals, with multiple firms revisiting their models for avexitide in post bariatric hypoglycemia.
Narratiefupdate • Aug 20
AMLX: LUCIDITY Success Will Expose Overoptimistic Hopes For PBH Commercial Rollout
Amylyx Pharmaceuticals’ updated analyst price target framework now centers on an implied fair value of $22.63 per share, with analysts citing the strong Phase 3 LUCIDITY data for avexitide in post-bariatric hypoglycemia and the potential for a sizable treatment opportunity as key drivers of their revised assumptions. Analyst Commentary Street research on Amylyx Pharmaceuticals has turned more constructive following the Phase 3 LUCIDITY readout for avexitide in post bariatric hypoglycemia, with several firms revising their valuation models and price targets to reflect the trial outcomes and the size of the potential treatment pool.Seeking Alpha • Aug 18
Amylyx: Upgraded To Strong Buy On LUCIDITY Outcome, Avexitide, And 2026 Catalysts
Summary Amylyx Pharmaceuticals, Inc. is upgraded to Strong Buy after positive phase 3 LUCIDITY results for avexitide in post-bariatric hypoglycemia [PBH]. Avexitide met its primary endpoint, achieving a 55% reduction in severe hypoglycemic events, with strong statistical significance and a favorable safety profile. Key catalysts include an NDA submission for avexitide in PBH by end-2026 and medical data presentation in 2026; expansion into long-acting GLP-1 antagonist AMX0318 is underway. Despite a projected cash runway into 2028, company may need to raise capital in 2027; Cash raise possible early as today because of stock trading significantly higher. Read the full article on Seeking AlphaNarratiefupdate • Aug 06
AMLX: Q3 LUCIDITY Outcome Will Shape View On Undervalued Opportunity
Amylyx Pharmaceuticals' updated analyst price target of $25.56, up from $24.40, reflects analysts' focus on the upcoming Phase 3 LUCIDITY readout for avexitide in post bariatric hypoglycemia and the related sales potential cited in recent research. Analyst Commentary Recent research on Amylyx Pharmaceuticals centers on the Phase 3 LUCIDITY study of avexitide in post bariatric hypoglycemia, with several firms updating their price targets and framing both upside potential and execution risks around this single pivotal catalyst.Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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?Nieuw narratief • 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?Nieuw narratief • 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?Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$152m |
| Mar 31 2026 | n/a | n/a | -US$150m |
| Dec 31 2025 | US$3m | US$686k | -US$145m |
| Sep 30 2025 | n/a | n/a | -US$149m |
| Jun 30 2025 | n/a | n/a | -US$188m |
| Mar 31 2025 | n/a | n/a | -US$219m |
| Dec 31 2024 | US$6m | US$686k | -US$302m |
| Sep 30 2024 | n/a | n/a | -US$259m |
| Jun 30 2024 | n/a | n/a | -US$166m |
| Mar 31 2024 | n/a | n/a | -US$71m |
| Dec 31 2023 | US$7m | US$621k | US$49m |
| Sep 30 2023 | n/a | n/a | US$2m |
| Jun 30 2023 | n/a | n/a | -US$73m |
| Mar 31 2023 | n/a | n/a | -US$149m |
| Dec 31 2022 | US$7m | US$539k | -US$198m |
| Sep 30 2022 | n/a | n/a | -US$184m |
| Jun 30 2022 | n/a | n/a | -US$153m |
| Mar 31 2022 | n/a | n/a | -US$121m |
| Dec 31 2021 | US$1m | US$418k | -US$88m |
| Sep 30 2021 | n/a | n/a | -US$68m |
| Dec 31 2020 | US$671k | US$370k | -US$42m |
Compensatie versus markt: De totale vergoeding ($USD 2.72M ) Josh } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 7.02M ).
Compensatie versus inkomsten: De vergoeding van Josh is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Josh Cohen (34 yo)
13.7yrs
Tenure
US$2,719,807
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 13.7yrs | US$2.72m | 2.51% $ 102.1m | |
| Co-CEO & Director | 13.7yrs | US$2.72m | 2.51% $ 102.1m | |
| Chief Financial Officer | 5.7yrs | US$1.38m | 0.18% $ 7.4m | |
| Chief Medical Officer | 2.8yrs | US$1.57m | 0.081% $ 3.3m | |
| Chief Technical Operations Officer | no data | geen gegevens | geen gegevens | |
| Head of Investor Relations & Communications | no data | geen gegevens | geen gegevens | |
| Chief Legal Officer & General Counsel | 4.6yrs | US$2.30m | 0.036% $ 1.5m | |
| Chief Human Resources Officer | 2.6yrs | geen gegevens | geen gegevens | |
| Global Head of Regulatory Affairs | 6.1yrs | geen gegevens | geen gegevens | |
| VP & Head of Global Medical Affairs | 6.3yrs | geen gegevens | geen gegevens | |
| Head of Global Medical Strategy & Communications | no data | geen gegevens | geen gegevens | |
| Chief Commercial Officer | 1.7yrs | geen gegevens | geen gegevens |
5.7yrs
Gemiddelde duur
54yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van AMLX is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.7 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 12.7yrs | US$2.72m | 2.51% $ 102.1m | |
| Co-CEO & Director | 12.7yrs | US$2.72m | 2.51% $ 102.1m | |
| Special Advisor & Member of Advisory Board | 5.7yrs | US$51.24k | geen gegevens | |
| Independent Chairman of the Board | 11.7yrs | US$218.58k | 0.65% $ 26.3m | |
| Chairman of The Scientific Advisory Board | no data | geen gegevens | geen gegevens | |
| Independent Director | 3.5yrs | US$161.08k | 0.093% $ 3.8m | |
| Independent Director | 5.3yrs | US$173.58k | 0.0040% $ 161.8k | |
| Independent Director | 2.5yrs | US$166.08k | 0.0080% $ 324.0k | |
| Independent Director | 5.5yrs | US$168.58k | 0.0031% $ 127.7k |
5.6yrs
Gemiddelde duur
65yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van AMLX wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.6 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/22 22:20 |
| Aandelenkoers aan het einde van de dag | 2026/09/22 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Amylyx Pharmaceuticals, Inc. wordt gevolgd door 14 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| null null | Baird |
| Christopher Chen | Baird |
| Joel Beatty | Baird |