Amylyx Pharmaceuticals (AMLX)
Developing avexitide-led therapies for endocrine and neurodegenerative diseases.
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Develops clinical-stage therapies for endocrine and neurodegenerative diseases, led by avexitide in post-bariatric hypoglycemia. With RELYVRIO/ALBRIOZA withdrawn, the business is centered on pipeline execution rather than commercial sales.
Develops drug candidates for endocrine conditions and neurodegenerative diseases, with avexitide at the center of the current pipeline after the withdrawal of RELYVRIO/ALBRIOZA from the US and Canadian markets.
Current work is concentrated in clinical development rather than commercial sales. Avexitide targets post-bariatric hypoglycemia following Roux-en-Y gastric bypass surgery, while AMX0035, AMX0114, and AMX0318 keep the pipeline tied to rare endocrine and neurodegenerative indications.
Execution depends on late-stage trial results, regulatory review, and rebuilding around acquired avexitide assets after the PHOENIX ALS trial failed its endpoints. Operations are centered in Cambridge, with founder co-CEOs still running the company.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 27, 2026 | Guggenheim | Reiterate | Rating: —Target: $55 | Target: $57 |
| Aug 19, 2026 | Guggenheim | Reiterate | Rating: —Target: $40 | Target: $55 |
| Aug 18, 2026 | Mizuho Securities | Target | Target: $30 | Target: $42 |
| Aug 18, 2026 | Robert W. Baird | Target | Target: $28 | Target: $52 |
| Aug 18, 2026 | H.C. Wainwright | Reiterate | Rating: —Target: $34 | Target: $55 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $250.8M · Total debt $5.3M · Total assets $264.6M · Shareholders' equity $239.2M
- Revenue
- $0
- Operating income
- −$45.7M
- Net income
- −$43.4M
No dividends on record.
| Institutions | ≈ 103.12% | 114.90M shares | |
|---|---|---|---|
| 223 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.47% | 1.64M shares | |
| 6 holders · as of Sep 14, 2026 | |||
| Strategic holders | 5.60% | 6.24M shares | |
| 1 holder · as of Feb 17, 2026 | |||
| Adds to | 110.19% | ||
111.42M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 110.19%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 15.01% | 16.73M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 7.92% | 8.83M | as of Jun 30, 2026 |
Perceptive Advisors LLCInstitution | 7.48% | 8.33M | as of Jun 30, 2026 |
TCG Crossover Management, LLCInstitution | 5.60% | 6.24M | as of Jun 30, 2026 |
TCG Crossover GP II, LLCStrategic | 5.60% | 6.24M | filed Feb 17, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 10, 2026 | James M. Frates | officer: Chief Financial Officer | −10,810 | $32.36 |
| Sep 10, 2026 | Camille L. Bedrosian | officer: Chief Medical Officer | −10,028 | $32.40 |
| Sep 10, 2026 | Joshua B. Cohen | director, officer: Co-Chief Executive Officer | −30,464 | $32.19 |
| Sep 10, 2026 | Justin B. Klee | director, officer: Co-Chief Executive Officer | −30,464 | $32.18 |
| Sep 10, 2026 | Gina Mazzariello | officer: Chief Legal Officer | −9,536 | $32.46 |
- Rezolute
Late-stage hyperinsulinism rival in rare hypoglycemia
- Xeris Biopharma
Commercial endocrine peer with glucagon and rare-disease reach
- Biogen
ALS incumbent with QALSODY and neurology development scale
- Ionis Pharmaceuticals
RNA-focused ALS competitor with genetic neurology programs
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Amylyx Pharmaceuticals | $32.29 | −0.31% | $3.60B | — | — | — | — |
| Rezolute | $4.03 | +3.07% | $376.5M | — | — | — | — |
| Xeris Biopharma | $8.74 | −0.68% | $1.52B | — | 46.9 | 4.5 | +27.2% |
| Biogen | $221.76 | +1.23% | $32.37B | 38.8 | 16.7 | 3.3 | +3.4% |
| Ionis Pharmaceuticals | $44.79 | −0.25% | $7.46B | — | — | 8.5 | −40.7% |
| Median | 38.8 | 31.8 | 4.5 | +3.4% |