Amylyx Pharmaceuticals, Inc.

NasdaqGS:AMLX Stock Report

Market Cap: US$2.0b

Amylyx Pharmaceuticals Management

Management criteria checks 4/4

Amylyx Pharmaceuticals' CEO is Josh Cohen, appointed in Jan 2013, has a tenure of 13.5 years. total yearly compensation is $2.72M, comprised of 25.2% salary and 74.8% bonuses, including company stock and options. directly owns 2.8% of the company’s shares, worth $56.84M. The average tenure of the management team and the board of directors is 5.5 years and 5.4 years respectively.

Key information

Josh Cohen

Chief executive officer

US$2.7m

Total compensation

CEO salary percentage25.23%
CEO tenure13.5yrs
CEO ownership2.8%
Management average tenure5.5yrs
Board average tenure5.4yrs

Recent management updates

Recent updates

Narrative Update • 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.
New Narrative • 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?
New Narrative • 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?
New Narrative • 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
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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
Analysis Article • 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...
Analysis Article • 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
Analysis Article • 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...
Analysis Article • 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
Analysis Article • 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...
Analysis Article • 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...

CEO Compensation Analysis

How has Josh Cohen's remuneration changed compared to Amylyx Pharmaceuticals's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Josh's total compensation ($USD2.72M) is below average for companies of similar size in the US market ($USD5.14M).

Compensation vs Earnings: Josh's compensation has been consistent with company performance over the past year.

CEO

Josh Cohen (34 yo)

13.5yrs
Tenure
US$2,719,807
Compensation

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...

Leadership Team

NamePositionTenureCompensationOwnership
Joshua Cohen
Co-Founder13.5yrsUS$2.72m2.8%
$ 56.8m
Justin Klee
Co-CEO & Director13.5yrsUS$2.72m2.8%
$ 56.8m
James Frates
Chief Financial Officer5.5yrsUS$1.38m0.19%
$ 3.8m
Camille Bedrosian
Chief Medical Officer2.7yrsUS$1.57m0.080%
$ 1.6m
Tom Holmes
Chief Technical Operations Officerno datano datano data
Lindsey Allen
Head of Investor Relations & Communicationsno datano datano data
Gina Mazzariello
Chief Legal Officer & General Counsel4.4yrsUS$2.30m0.053%
$ 1.1m
Linda Arsenault
Chief Human Resources Officer2.4yrsno datano data
Tammy Sarnelli
Global Head of Regulatory Affairs5.9yrsno datano data
Machelle Manuel
VP & Head of Global Medical Affairs6.2yrsno datano data
Jamie Timmons
Head of Global Medical Strategy & Communicationsno datano datano data
Dan Monahan
Chief Commercial Officer1.5yrsno datano data
5.5yrs
Average Tenure
54yo
Average Age

Experienced Management: AMLX's management team is seasoned and experienced (5.5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Joshua Cohen
Co-Founder12.5yrsUS$2.72m2.8%
$ 56.8m
Justin Klee
Co-CEO & Director12.5yrsUS$2.72m2.8%
$ 56.8m
Walter Gilbert
Special Advisor & Member of Advisory Board5.5yrsUS$51.24kno data
George Milne
Independent Chairman of the Board11.5yrsUS$218.58k0.73%
$ 14.9m
Rudolph Emile Tanzi
Chairman of The Scientific Advisory Boardno datano datano data
Karen Firestone
Independent Director3.3yrsUS$161.08k0.060%
$ 1.2m
Daphne Quimi
Independent Director5.1yrsUS$173.58k0.0045%
$ 91.4k
Bernhardt G. Zeiher
Independent Director2.3yrsUS$166.08k0.0090%
$ 182.6k
Paul Fonteyne
Independent Director5.3yrsUS$168.58k0.0036%
$ 72.1k
5.4yrs
Average Tenure
65yo
Average Age

Experienced Board: AMLX's board of directors are considered experienced (5.4 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/06 18:59
End of Day Share Price 2026/07/02 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Amylyx Pharmaceuticals, Inc. is covered by 12 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Christopher ChenBaird
null nullBaird
Joel BeattyBaird