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AMAMLX

Amylyx Pharmaceuticals, Inc.

$AMLX·$3.1B·Biotechnology·Healthcare
$27.79-1.0%YTD+131.6%1Y+109.1%
Price updated 17h ago·X counts updated 6d ago
AMAMLX
$AMLXAmylyx Pharmaceuticals, Inc.
$27.79-1.03%20 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AMLX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

20X posts · last 7 days
Sep 20Sep 27
Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-31

Chatter is very thin at just five posts and split in direction. One trader tags AMLX for short entries over the next few days, while another highlights what they call best case data last week and argues a differentiated peptide priced above $200K a year is the real story despite $VKTX addressing a market roughly ten times larger. There is no coherent thesis forming here, just scattered opinions.

Read what X is saying about $AMLX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AMLX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Amylyx up 132% YTD on peptide-pricing-plus-short-squeeze — the Nov 5 earnings tests the fundamentals.

Amylyx Pharmaceuticals is a clinical-stage biopharma whose 2026 breakout reflects both pipeline progress and specific short-squeeze dynamics — the differentiated peptide priced above $200K/year is the headline datapoint.

  • The P&L is literally pre-revenue: zero quarterly revenue with EPS of -$0.39 and trailing EPS prints missing Street estimates by 8.1% and 8.8% — these are the small-dollar misses typical of a biotech waiting for a specific regulatory outcome.
  • The specific capital-markets signal is substantive: 'massive short-squeeze potential' listing plus Morgan Stanley Global Healthcare Conference appearance plus the $200K/year peptide pricing framing — three coordinated signals that typically mark a short-squeeze-driven run.

At 56% of its 52-week range and 50% above the 200-day going into Nov 5 earnings, the setup is late-cycle hot-momentum. A clean cash-runway number plus any pipeline-advancement commentary is the trigger for continuation; the mixed sentiment ('short entries' vs 'best case data') is honest sizing hint — a specific negative data readout or pricing-related signal is the invalidation.

Agrees with X sentimentThe 'thin, split' sentiment framing is accurate — this is a mixed-conviction setup where fundamentals and capital-markets dynamics coexist. The $200K/year peptide pricing framing is a specific pricing datapoint.

What to watch: Nov 5 Q3 earnings — cash runway, pipeline advancement, pricing commentary, and any specific competitive-landscape vs VKTX commentary. Clean cash plus pipeline progress is the trigger; data miss is the invalidation.

On the calendar: 2026-11-05 — Q3 earnings

event ahead 30dsqueeze setup

Read the AI verdict on $AMLX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Clinical-stage biotech focused on ALS and neurodegenerative disease therapies after withdrawing its only approved drug in 2024.

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 — mRNA oncology platform remains the structural driver.

What this means for $AMLX

Neutral — Clinical-stage biotech focused on ALS and neurodegenerative disease therapies after withdrawing its only approved drug in 2024.

Top industry ETF

$IBBiShares Biotechnology ETF
+21.0%YTD
+37.2%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 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$81K$25K – $163K-$1.51-$1.60 – -$1.457
FY27$56.5M$22.2M – $90.8M-$1.18-$1.38 – -$1.017
FY28$209.4M$68.4M – $444.9M-$0.26-$0.95 – $0.257
FY29$568.5M$175.5M – $1.2B$2.22$0.22 – $5.173
FY30$909.2M$280.7M – $1.8B$4.14$0.42 – $9.665

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.0.5×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.56%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.-5.3%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.+50.1%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 today1.1% 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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 10Camille L BedrosianChief Medical Officer10.0K sh$325KSellSep 10James M FratesCFO10.8K sh$350KSellSep 10Gina MazzarielloChief Legal Officer9.5K sh$310KSellSep 10Justin B. KleeCEO30.5K sh$980KSellSep 10Joshua B CohenCEO30.5K sh$981KSellJul 10Gina MazzarielloChief Legal Officer15.0K sh$264KSellJul 9Gina MazzarielloChief Legal Officer15.0K sh$275KBuyMay 21Karen FirestoneDirector3.8K sh$51K
+ 11 other (10 awards · 1 exempt) in window

See when $AMLX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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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

8-KMaterial agreementSep 88-K — Item 1.01: Material agreement
AI summary

Amylyx Pharmaceuticals (AMLX) filed an 8-K (Item 1.01) disclosing two manufacturing agreements for avexitide active pharmaceutical ingredient: one with Bachem Americas and one with Polypeptide Group. Both agreements support commercial-scale supply of avexitide. No financial terms were disclosed in the body excerpt.

8-KMaterial agreementAug 208-K — Item 1.01: Material agreement
AI summary

Amylyx Pharmaceuticals entered into an underwriting agreement on August 19, 2026 with Leerink Partners, Morgan Stanley, Guggenheim Securities, and LifeSci Capital to sell 14,090,000 shares of common stock at $35.50 per share, generating net proceeds of approximately $471.7 million (~$542.5M if the 30-day overallotment option for 2,113,500 additional shares is exercised). Proceeds will fund the potential U.S. commercial launch of avexitide (if approved), manufacturing capacity build-out, and general corporate purposes. The offering was expected to close August 21, 2026. This is a significant dilutive primary equity offering strengthening the balance sheet ahead of a potential product launch.

424B5Prospectus supplement (offering)Aug 20424B5
AI summary

Amylyx Pharmaceuticals is offering 14,090,000 shares of common stock at $35.50 per share in a public offering, raising approximately $500.2 million gross ($472.2 million to the company after underwriting discounts of ~$28M), with a 30-day underwriter option to purchase up to 2,113,500 additional shares at the same price. The offering price represented a slight premium to the August 18, 2026 market close of $35.11. Proceeds are designated for commercializing avexitide and general corporate purposes. This is active, immediate dilution from a primary equity raise at a modest market premium.

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
+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 routine 8-K) in window

Recent news

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

10 Stocks With Massive Short Squeeze Potentialschaeffersresearch.com·2d agoAmylyx Pharmaceuticals, Inc. (AMLX) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcriptseekingalpha.com·18d agoBetter Healthcare ETF: Vanguard's VHT vs. State Street's Pharmaceuticals-Focused XPHfool.com·23d agoWhich Healthcare ETF Is the Better Buy: Fidelity's Broad FHLC or State Street's Pharma-Focused XPH?fool.com·23d agoIs GLP-1 Stock Amylyx Still a Buy After Skyrocketing 247%?fool.com·32d ago

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Voices on X · last 7 days

No standout posts about $AMLX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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