US · Healthcare · Drug Manufacturers - Specialty & Generic
EPS came in at -0.39 against a street estimate of -0.36 — a miss of 8.3%.
Analysts rate Amylyx Pharmaceuticals Inc a strong buy (6 buy, 1 hold, 0 sell out of 7) with an average price target of $42.36.
CONFIDENT Amylyx awaits Phase 3 LUCIDITY top-line data for avexitide (PBH treatment) in late August/early September. Cash runway into 2028. Commercial prep underway; 160K US patient population identified. Q2 2026 Not discussed. Company noted substantial unmet need in Asia for surgery-induced hypoglycemia (gastric/esophageal cancer). Analysts pressed on placebo risk, label scope, and commercial concentration. Management emphasized conservative Phase 3 powering, prior Phase 2 efficacy, and high KOL interest despite single-indication focus initially. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 14.93% |
| BlackRock Inc | 7.92% |
| Perceptive Advisors LLC | 7.44% |
| TCG Crossover Management, LLC | 5.60% |
| COMMODORE CAPITAL LP | 5.07% |
| HHG PLC | 4.47% |
| Saturn V Capital Management LLC | 4.15% |
| Vanguard Capital Management, LLC | 3.72% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 AMYLYX PHARMACEUTICALS, INC. – 8-K SUMMARY HEADLINE NUMBERS • Company entered into two major manufacturing supply agreements for avexitide drug subs | 2026-09-08 |
| Material agreement · Q3 2026 AMYLYX PHARMACEUTICALS, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company conducting public offering of 14,090,000 shares at $35.50 per share • Underwri | 2026-08-20 |
| Company announcement · Q3 2026 AMYLYX PHARMACEUTICALS, INC. – 8-K SUMMARY HEADLINE NUMBERS • Company: Amylyx Pharmaceuticals, Inc. (ticker: AMLX, Nasdaq) • Report date: August 18, | 2026-08-18 |
| Reg FD disclosure · Q3 2026 AMYLYX PHARMACEUTICALS, INC. — 8-K SUMMARY HEADLINE NUMBERS • Phase 3 LUCIDITY trial met primary endpoint: 55% reduction in composite Level 2 and Le | 2026-08-18 |
| Quarterly report · Q2 2026 AMYLYX PHARMACEUTICALS, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Cash and marketable securities combined: $250.8 million as of June 30, 2026 ( | 2026-08-06 |
| Quarterly report · Q1 2026 AMYLYX PHARMACEUTICALS, INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Cash position: $229.1 million in cash and cash equivalents as of March 31, 20 | 2026-05-07 |
| Proxy statement · Q2 2026 AMYLYX PHARMACEUTICALS, INC. – 2026 PROXY SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect two Class II directors to serve until the | 2026-04-23 |
| Annual report FY2025 AMYLYX PHARMACEUTICALS, INC. – 10-K SUMMARY HEADLINE NUMBERS • Market capitalization as of June 30, 2025: $518.2 million (aggregate market value of | 2026-03-03 |
Readable in the app.
| Announcement | Date |
|---|---|
| Manufacturing and supply agreements entered into with two contract manufacturers Amylyx Pharmaceuticals secured long-term manufacturing agreements for avexitide, its drug candidate, with two suppliers: Bachem Americas and Polypeptide Group AG. These are non-exclusive agr | 2026-09-08 |
| Collaboration agreement with Gubra for AMX0318 development and commercialization Amylyx Pharmaceuticals filed an 8-K on January 8, 2026, disclosing a corporate presentation (attached as Exhibit 99.1) but providing minimal substantive details in the filing itself. The doc | 2026-01-08 |
| Cash runway extended into 2028; Phase 3 trial topline data expected Q3 2026 Amylyx Pharmaceuticals reported Q3 2025 results with encouraging progress on its lead drug avexitide, which treats post-bariatric hypoglycemia (PBH). Key developments: The company completed | 2025-11-06 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Amylyx Pharmaceuticals Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.