Amylyx Pharmaceuticals Inc
AMLX
Amylyx Pharmaceuticals Inc AI Insights
Informational only. Not investment advice.Snapshot
- Negative revenue TTM (-665K) signals product withdrawal/failure - company burning 154.5M FCF annually with no commercial revenue stream[Total Revenue TTM]
- Cash runway critical: 225M cash vs -154M annual burn = ~18 months without financing; recent 192M equity raise extends runway[Cash and Equivalents]
- R&D spend of 92M (59% of opex) continues despite revenue collapse - binary outcome dependent on pipeline success[Research and Development TTM]
Watch Triggers
- Cash and Equivalents: Falls below 150M — Sub-12mo runway triggers forced financing at distressed terms or strategic sale
- Total Revenue TTM: Returns to positive — Any commercial revenue signals pipeline/partnership progress - thesis inflection
- Research and Development TTM: Declines >30% QoQ — R&D cuts signal pipeline abandonment and shift to wind-down mode
Bull Case
Trading at 3.7x book with 332M equity and minimal debt (0.02 D/E) - downside protected by balance sheet if pipeline succeeds
Continued R&D investment (92M TTM) suggests pipeline conviction; any positive clinical data creates asymmetric upside
Bear Case
Zero commercial revenue with -154M annual burn creates existential risk; dilution or failure highly probable within 2 years
Market cap of 1.2B implies pipeline value that may not materialize - paying 6x annual burn for speculative assets
Bull vs Bear Balance
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Forward Thesis
Cash depletion will force strategic action (partnership, sale, or dilution) within 18 months
- 225M cash vs 154M annual burn rate
- Recent 192M financing signals capital needs
- No commercial revenue to offset burn
Public Strategies Rankings
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AMLX Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$1.15B | — | ||
$929.69M | — | ||
0.00 | — | ||
$-665,000 | — | ||
$-1.79 | — | ||
23,660% | +23787.0% | — | |
22,448% | +22580.5% | — | |
$-154.52M | — | ||
-0.57 | +27.9% | — | |
Beta 5Y (Monthly) | unknown | — |
AMLX Dividend History
AMLX Stock Splits
AMLX SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
11/06/25 | 09/30/25 | 10-Q | |
08/07/25 | 06/30/25 | 10-Q | |
05/08/25 | 03/31/25 | 10-Q | |
03/04/25 | 12/31/24 | Unknown | |
11/07/24 | 09/30/24 | 10-Q | |
08/08/24 | 06/30/24 | 10-Q | |
05/09/24 | 03/31/24 | 10-Q | |
02/22/24 | 12/31/23 | 10-K | |
11/09/23 | 09/30/23 | 10-Q | |
08/10/23 | 06/30/23 | 10-Q | |
05/11/23 | 03/31/23 | 10-Q | |
03/13/23 | 12/31/22 | 10-K | |
11/10/22 | 09/30/22 | 10-Q | |
08/11/22 | 06/30/22 | 10-Q | |
05/12/22 | 03/31/22 | 10-Q | |
03/31/22 | 12/31/21 | 10-K | |
01/10/22 | 09/30/21 | 424B4 | |
08/11/22 | 06/30/21 | 10-Q | |
05/12/22 | 03/31/21 | 10-Q | |
01/10/22 | 12/31/20 | 424B4 |