Amylyx Pharmaceuticals, Inc. (AMLX)

The past six months have seen significant events impacting AMLX's stock price. In April 2024, Amylyx announced the voluntary withdrawal of Relyvrio/Albrioza from the U.S. and Canadian markets due to the failure of its Phase 3 PHOENIX trial. In October 2025, the company discontinued the ORION program for PSP. Despite these setbacks, the stock has shown considerable momentum, with a 248.86% increase in share price between January 10, 2025, and January 9, 2026. As of July 2025, AMLX had demonstrated a 255% return over the past year. Upcoming potential catalysts include topline data from the Phase 2 HELIOS trial of AMX0035 in Wolfram syndrome, anticipated in the second half of 2024, and interim analysis from the ORION study of AMX0035 in PSP, expected in mid-2025. Amylyx also plans to initiate a clinical trial for AMX0114 in ALS in the second half of 2024, with Phase 3 LUCIDITY trial data for avexitide expected in the first half of 2026.

There is no specific information available regarding demand seasonality for Amylyx Pharmaceuticals' products and services. This suggests that seasonality may not be a significant factor in the demand for their specialized pharmaceutical products, or it is not publicly disclosed.

Amylyx Pharmaceuticals is a biopharmaceutical company focused on developing therapies for neurodegenerative diseases. Its product pipeline includes AMX0035 (Relyvrio/Albrioza), designed to treat ALS, but was voluntarily withdrawn from the North American market in April 2024 after a failed Phase 3 trial. AMX0035 is also being investigated for Wolfram syndrome and PSP. Avexitide, a GLP-1 receptor antagonist, is in Phase 3 clinical trials for PBH and HI. AMX0114 is an antisense oligonucleotide targeting calpain-2 for ALS treatment.

Amylyx Pharmaceuticals operates in the United States, Canada, and the Netherlands. The company is also pursuing regulatory approvals and establishing a presence in other international markets, including Europe and Asia.

Amylyx Pharmaceuticals' brand reputation has been significantly impacted by the voluntary withdrawal of Relyvrio/Albrioza in April 2024. This decision likely tainted the company's image and necessitates efforts to rebuild trust and demonstrate disciplined execution. The subsequent discontinuation of the ORION program for AMX0035 in PSP in October 2025 further highlights clinical risks and could also affect the company's reputation.

Amylyx Pharmaceuticals' stock ownership is primarily held by institutional investors, who own approximately 55.54% to 99.91% of the company's stock. Insiders hold around 7.45% to 50.28%, and retail investors hold approximately 0.00% to 10.69%. Morningside Venture Investments Ltd is the largest individual shareholder, owning 26.09 million shares, representing 23.76% of the company. Insider sentiment has been negative, driven by significant open-market selling from key executives.