Amylyx Pharmaceuticals Inc (AMLX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 06, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

-0.35

Last Year’s EPS

-0.46

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 8 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 07, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized strong operational execution: pivotal Phase III LUCIDITY enrollment completed and on track for a Q3 2026 top-line readout, active NDA preparation, clear commercial planning (including an EAP for up to 250 patients), and multiple pipeline programs advancing (AMX0318 IND-enabling work, AMX0035 longer-term data, AMX0114 cohort progress). Financially, while the company has a cash position of $279.8M with runway into 2028, cash declined ~11.7% year-over-year and operating expenses increased (total operating expenses +16% YoY; R&D +24.9% YoY), driven by development and milestone payments—risks remain tied to the upcoming LUCIDITY result and the need to convert clinical success into regulatory approval and commercial uptake.

Company Guidance

Management reiterated that avexitide’s pivotal Phase III LUCIDITY trial (90 mg once daily, 16‑week study; FDA‑agreed primary endpoint = composite of Level 2 [<54 mg/dL] and Level 3 hypoglycemic events) is fully enrolled, remains on track for a top‑line readout in Q3 2026, and that NDA preparations are underway with potential FDA approval and a commercial launch targeted in 2027; they also launched a U.S. expanded access program for up to 250 adults, estimate ~160,000 U.S. PBH patients after sleeve or Roux‑en‑Y surgery, and are building commercial and medical teams. Financials/guidance included $279.8M in cash and marketable securities (vs. $317M a year earlier) supporting a cash runway into 2028, Q1 operating expenses of $43.8M (up 16% year‑over‑year) with R&D $27.6M (vs. $22.1M) and SG&A $16.2M (vs. $15.7M), $6.1M non‑cash stock‑based comp (vs. $6.8M), and a $4M milestone paid to Gubra; other pipeline timelines noted: AMX0318 IND‑enabling work targeting a 2027 IND, AMX0035 week‑96 data planned for an upcoming meeting, and AMX0114 Cohort 2 fully enrolled with Cohort 1 biomarker data to be presented at ENCALS in June (LUCIDITY was powered ~90% and prior avexitide studies showed ~55% [PREVENT] and ~64% (90 mg) reductions, p=0.0031).

Pivotal Phase III LUCIDITY Enrollment Complete and On Track

Randomized and dosed the last participant in late March; clear line of sight to complete the 16-week trial with top-line readout expected in Q3 2026. Study is powered at 90% and was designed to replicate prior positive trials (prior trials showed ~55% and 64% reductions in hypoglycemic events).

Regulatory Momentum and NDA Preparation

Avexitide has FDA Breakthrough Therapy designation; the company is actively drafting NDA sections now to accelerate a potential submission following top-line data, aiming to shorten typical post-Phase III timelines.

Commercial Launch Readiness and Market Opportunity

Active commercial preparations including hires across marketing, market access and commercial operations, and a disease-state education campaign planned for this summer. Independent claims analysis and field engagements support an estimated U.S. PBH population of ~160,000 people who underwent common bariatric surgeries. Company is preparing for potential commercialization in 2027 if approved.

Expanded Access Program (EAP) Launched

U.S. expanded access program launched to provide avexitide for up to 250 adults with PBH (initially eligible: participants who completed LUCIDITY or prior avexitide trials), addressing urgent unmet need.

Progress Across Broader Pipeline

AMX0318: IND-enabling studies underway with a target 2027 IND filing and a $4.0M milestone recognized related to its selection as a development candidate. AMX0035: week-96 data from Phase II HELIOS in Wolfram syndrome expected to be presented at an upcoming meeting. AMX0114 (ALS): Cohort 2 of Phase I LUMINA fully enrolled; early biomarker data from Cohort 1 to be presented at ENCALS in June.

Balance Sheet and Runway Supporting Key Milestones

Cash and marketable securities of $279.8M at quarter end and management states this funds anticipated cash runway into 2028, covering key expected milestones including LUCIDITY top-line readout (Q3 2026) and potential FDA approval and commercial launch of avexitide in 2027.

Amylyx Pharmaceuticals Inc (AMLX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AMLX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 06, 2026	2026 (Q2)	-0.35 / -	-0.46	―	―	―
May 07, 2026	2026 (Q1)	-0.34 / -0.37	-0.42	11.90% (+0.05)	―
Mar 03, 2026	2025 (Q4)	-0.35 / -0.30	-0.55	45.45% (+0.25)	―
Nov 06, 2025	2025 (Q3)	-0.44 / -0.37	-1.07	65.42% (+0.70)	―
Aug 07, 2025	2025 (Q2)	-0.44 / -0.46	-1.07	57.01% (+0.61)	―
May 08, 2025	2025 (Q1)	-0.47 / -0.42	-1.75	76.00% (+1.33)	―
Mar 04, 2025	2024 (Q4)	-0.52 / -0.55	0.07	-885.71% (-0.62)	―
Nov 07, 2024	2024 (Q3)	-0.70 / -1.07	0.3	-456.67% (-1.37)	―
Aug 08, 2024	2024 (Q2)	-0.73 / -1.07	0.31	-445.16% (-1.38)	―
May 09, 2024	2024 (Q1)	>-0.01 / -1.75	0.02	-8850.00% (-1.77)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AMLX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 07, 2026	$16.06	$15.20	-5.35%
Mar 03, 2026	$15.30	$14.11	-7.78%
Nov 06, 2025	$13.24	$12.46	-5.89%
Aug 07, 2025	$8.19	$7.84	-4.27%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.