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AMAMLX

Amylyx Pharmaceuticals, Inc.

$AMLX·$3.9B·Biotechnology·Healthcare
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Mentions · last 7 days
2026-08-12: 4 posts2026-08-13: 4 posts2026-08-14: 4 posts2026-08-15: 10 posts2026-08-16: 3 posts2026-08-17: 52 posts2026-08-18: 391 posts468
X counts updated 11h ago
AMAMLX
$AMLXAmylyx Pharmaceuticals, Inc.
——468 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Amylyx Pharmaceuticals, Inc. operates as a clinical-stage biopharmaceutical firm, primarily focused on creating therapies for amyotrophic lateral sclerosis (ALS) and various other neurodegenerative conditions. A key asset in its developmental pipeline is AMX0035, a proprietary dual UPR-Bax apoptosis inhibitor. This compound, which integrates sodium phenylbutyrate and taurursodiol, is under investigation for treating ALS, and its application is also being explored for other neurodegenerative diseases. The company was established in 2013 and is based in Cambridge, Massachusetts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $AMLX.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+47.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-24.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-66.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-52.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.39$-0.36-8.1%
Q1 2026May 7, 2026$-0.37$-0.34-8.8%
Q4 2025Mar 3, 2026$-0.30$-0.31+3.2%
Q3 2025Nov 6, 2025$-0.37$-0.43+14.0%
Next earningsThu, Nov 5·consensus EPS $-0.38

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$0———$-0.39$-31.5M
Q1 FY26$0———$-0.37$-36.9M
Q4 FY25$0-100.0%——$-0.28$-28.0M
Q3 FY25$0-100.0%——$-0.37$-30.4M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$81K$24K – $205K-$1.47-$1.67 – -$1.336
FY27$32.0M$17.9M – $46.2M-$1.35-$1.81 – -$0.966
FY28$130.9M$46.2M – $322.7M-$0.72-$0.87 – -$0.486
FY29$369.5M$108.3M – $941.5M$0.94$0.08 – $2.854
FY30$611.8M$179.4M – $1.6B$2.52$0.20 – $7.593

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.13.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.99%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+87.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+128.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 82.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today28.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Aug 18424B5
AI summary

Amylyx Pharmaceuticals (AMLX) filed a 424B5 prospectus supplement for an underwritten public offering of common stock at approximately $35.11 per share (the August 18, 2026 closing price), targeting $350 million in gross proceeds. The pricing reflects the prior-day close as is typical for marketed offerings. This is a significant capital raise for the smaller reporting company. Proceeds are expected to fund continued pipeline development.

8-KPress release / Reg FDAug 188-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Amylyx Pharmaceuticals (AMLX) filed an 8-K under Items 7.01, 8.01, and 9.01, furnishing a Regulation FD disclosure and other event information. This filing is part of the activity surrounding Amylyx's August 18, 2026 public offering. No specific disclosure details were available in the excerpt.

8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMar 248-K — Item 7.01: Press release / Reg FD
S-3ASRAuto-shelf registrationMar 3S-3ASR
+ 13 other (3 earnings 8-Ks · 2 10-Qs · 2 13Gs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Amylyx Pharmaceuticals Stock Skyrocketed Todayfool.com·14h agoAmylyx Pharmaceuticals Announces $350.0 Million Proposed Public Offering of Common Stockbusinesswire.com·17h agoAmylyx stock soars on GLP-1 success: here's why investors should sellinvezz.com·17h agoAmylyx Pharmaceuticals, Inc. (AMLX) Discusses Positive Phase III LUCIDITY Topline Results for Avexitide in Post-Bariatric Hypoglycemia Transcriptseekingalpha.com·20h agoAmylyx: Upgraded To Strong Buy On LUCIDITY Outcome, Avexitide, And 2026 Catalystsseekingalpha.com·20h ago

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