Amylyx Selects AMX0318 as Development Candidate for PBH
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Should l Buy AMLX?
Amylyx announced the selection of AMX0318, a long-acting glucagon-like peptide-1 receptor antagonist, as a development candidate for post-bariatric hypoglycemia, or PBH, and other rare diseases. AMX0318 was identified through a research collaboration with Gubra, a company specializing in peptide-based drug discovery and preclinical contract research services. Amylyx expects the program to advance into investigational new drug-enabling studies later this year, with an IND targeted for 2027, pending successful completion of IND-enabling studies. Under the terms of the research collaboration, Gubra is eligible to receive more than $50M in success-based development and commercialization milestones plus mid-single digit royalties on worldwide net sales. The selection and handover of the development candidate will provide milestone payments of $4M to Gubra.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AMLX?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AMLX
Wall Street analysts forecast AMLX stock price to rise
6 Analyst Rating
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 15.170
Low
15.00
Averages
21.67
High
28.00
Current: 15.170
Low
15.00
Averages
21.67
High
28.00
About AMLX
Amylyx Pharmaceuticals, Inc. is a clinical-stage pharmaceutical company. The Company is focused on three investigational therapies across several neurodegenerative and endocrine diseases. Its lead investigational asset is avexitide, an investigational, first-in-class glucagon-like peptide-1 (GLP-1) receptor antagonist. Avexitide has been evaluated as a treatment for Post-Bariatric Hypoglycemia (PBH) and congenital HI, two indications characterized by hyperinsulinemic hypoglycemia. In addition to avexitide, it is advancing AMX0035, an oral, fixed-dose combination of sodium phenylbutyrate and taurursodiol in Wolfram syndrome and progressive supranuclear palsy (PSP), and AMX0114 in amyotrophic lateral sclerosis (ALS). AMX0035 is designed to mitigate neurodegeneration by targeting endoplasmic reticulum stress and mitochondrial dysfunction, two cellular processes central to neuronal cell death and neurodegeneration. AMX0114 is an investigational antisense oligonucleotide.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Amylyx Pharmaceuticals to Participate in Upcoming Investor Conferences
- Investor Conference Schedule: Amylyx Pharmaceuticals will participate in the TD Cowen 46th Annual Health Care Conference on March 3, 2026, and the Leerink Global Healthcare Conference on March 10, 2026, showcasing its advancements in treating diseases with high unmet needs, which is expected to attract investor interest and enhance the company's visibility.
- Live Webcast Availability: Both presentations will be accessible via a live webcast on the company's website under the 'Events and Presentations' section, allowing investors to replay the events for 90 days post-presentation, thereby enhancing interaction and transparency with investors and solidifying the relationship between the company and its stakeholders.
- Company Mission and Vision: Amylyx is committed to ushering in a new era of treating diseases with high unmet needs through rigorous scientific research and unwavering community commitment, currently focusing on four investigational therapies across endocrine conditions and neurodegenerative diseases, demonstrating the company's potential in medical innovation.
- Strengthening Investor Relations: By participating in these significant investor conferences, Amylyx not only showcases its R&D progress but also enhances market confidence in its future growth potential through direct engagement with investors, which could positively impact its stock price.
See More
Joshua B Cohen Sells 138,167 Shares for $1.9 Million
- Transaction Overview: On January 15 and 16, 2026, Joshua B Cohen sold 138,167 shares for approximately $1.9 million at a weighted average price of $13.59 per share, reducing his direct holdings to 3,379,465 shares, indicating a strategic adjustment in his ownership stake.
- Options Exercise Details: During the same period, Cohen exercised 200,000 stock options, reflecting his active participation in the company's equity incentive plan; however, the sales were primarily to cover option costs and tax obligations rather than discretionary investment decisions.
- Company Performance Review: Despite a significant drop post-2022 IPO, Amylyx Pharmaceuticals rebounded strongly in 2025 with a 223% stock price increase, highlighting its potential in treating neurodegenerative diseases, particularly with the success of its flagship product AMX0035.
- Legal Investigation Risks: Amylyx is currently under investigation by multiple law firms for alleged breaches of fiduciary duties by its directors and officers; while the company is performing well operationally, this legal risk could impact investor confidence, necessitating close monitoring of the investigation's developments.
See More
Amylyx Pharmaceuticals CEO Executes Significant Stock Sale Amid Ongoing Investigation
- Executive Stock Transaction: Joshua B Cohen, Co-CEO of Amylyx Pharmaceuticals, exercised 200,000 stock options and sold 138,167 shares between January 15 and 16, 2026, totaling approximately $1.9 million, highlighting significant financial activity within the company.
- Ownership Stake Change: This transaction reduced Cohen's direct holdings by 3.93%, leaving him with 3,379,465 shares, which equates to an insider ownership stake of 4.07%, potentially impacting market perceptions of his confidence in the company.
- Company Performance Review: Despite ongoing investigations, Amylyx experienced a strong year in 2025 with a stock price increase of approximately 223%, and its flagship therapy AMX0035 has shown effectiveness in slowing ALS progression, bolstering investor confidence.
- Potential Risk Factors: The company is currently under investigation by multiple law firms for alleged breaches of fiduciary duties by its directors and officers, and while business operations are performing well, investors should monitor how the investigation may affect the company's future prospects.
See More
Investigation into Amylyx Pharmaceuticals' Corporate Governance Breaches
- Shareholder Action: Halper Sadeh LLC is investigating whether certain officers and directors of Amylyx Pharmaceuticals breached their fiduciary duties, potentially leading to shareholder losses.
- Legal Relief Options: Long-term shareholders of Amylyx may seek corporate governance reforms, fund recovery, or court-approved financial awards, enhancing shareholder rights and protections.
- Importance of Participation: Shareholder involvement can improve company policies and oversight mechanisms, thereby increasing transparency and accountability, which ultimately helps enhance shareholder value.
- Law Firm Background: Halper Sadeh LLC represents global investors focusing on securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered millions for defrauded investors in the past.
See More
AMLX Options Contract Analysis and Investment Opportunities
- Put Option Appeal: The current bid for the $15.00 put option is $3.20, and if an investor sells this contract, they commit to buying the stock at $15.00, resulting in an effective cost basis of $11.80, which offers an attractive 4% discount compared to the current price of $15.55, appealing to those interested in AMLX shares.
- Yield Potential Analysis: Should the put option expire worthless, it would yield a 21.33% return on the cash commitment, or an annualized return of 33.28%, showcasing the YieldBoost potential of this strategy, which is likely to attract yield-seeking investors.
- Call Option Opportunity: The $16.00 call option has a current bid of $3.60, and if an investor buys AMLX shares at $15.55 and sells this call, they could achieve a total return of 26.05% if the stock is called away at expiration, highlighting the attractiveness of this strategy.
- Risk and Return Assessment: The $16.00 call option has a 32% chance of expiring worthless, in which case the investor retains both the shares and the premium collected, providing an additional 23.15% return, or an annualized yield of 36.12%, further enhancing investor return expectations.
See More
Amylyx Pharmaceuticals (AMLX) Hits New 52-Week High with Over 50% Gain
- Stock Performance: Amylyx Pharmaceuticals' shares surged over 50% in less than a month, reaching a new 52-week high of $17.20, reflecting strong market confidence in its development pipeline.
- Clinical Trial Progress: Avexitide, aimed at treating post-bariatric hypoglycemia, is currently in the LUCIDITY phase 3 trial, enrolling 75 participants, with completion expected this quarter and topline data anticipated in Q3 2026, which could enhance the company's market position if successful.
- New Drug Development: AMX0035 showed potential in improving glycemic control and visual acuity in a phase 2 trial for Wolfram syndrome, with plans to initiate a pivotal phase 3 trial in the second half of 2026 pending FDA alignment, addressing a significant unmet medical need.
- Financial Position: As of September 30, 2025, Amylyx reported $344 million in cash and cash equivalents, providing a robust financial foundation to support its R&D activities and bolstering investor confidence.
See More
Amylyx Pharmaceuticals to Participate in Upcoming Investor Conferences
- Investor Conference Schedule: Amylyx Pharmaceuticals will participate in the TD Cowen 46th Annual Health Care Conference on March 3, 2026, and the Leerink Global Healthcare Conference on March 10, 2026, showcasing its advancements in treating diseases with high unmet needs, which is expected to attract investor interest and enhance the company's visibility.
- Live Webcast Availability: Both presentations will be accessible via a live webcast on the company's website under the 'Events and Presentations' section, allowing investors to replay the events for 90 days post-presentation, thereby enhancing interaction and transparency with investors and solidifying the relationship between the company and its stakeholders.
- Company Mission and Vision: Amylyx is committed to ushering in a new era of treating diseases with high unmet needs through rigorous scientific research and unwavering community commitment, currently focusing on four investigational therapies across endocrine conditions and neurodegenerative diseases, demonstrating the company's potential in medical innovation.
- Strengthening Investor Relations: By participating in these significant investor conferences, Amylyx not only showcases its R&D progress but also enhances market confidence in its future growth potential through direct engagement with investors, which could positively impact its stock price.
See More
Joshua B Cohen Sells 138,167 Shares for $1.9 Million
- Transaction Overview: On January 15 and 16, 2026, Joshua B Cohen sold 138,167 shares for approximately $1.9 million at a weighted average price of $13.59 per share, reducing his direct holdings to 3,379,465 shares, indicating a strategic adjustment in his ownership stake.
- Options Exercise Details: During the same period, Cohen exercised 200,000 stock options, reflecting his active participation in the company's equity incentive plan; however, the sales were primarily to cover option costs and tax obligations rather than discretionary investment decisions.
- Company Performance Review: Despite a significant drop post-2022 IPO, Amylyx Pharmaceuticals rebounded strongly in 2025 with a 223% stock price increase, highlighting its potential in treating neurodegenerative diseases, particularly with the success of its flagship product AMX0035.
- Legal Investigation Risks: Amylyx is currently under investigation by multiple law firms for alleged breaches of fiduciary duties by its directors and officers; while the company is performing well operationally, this legal risk could impact investor confidence, necessitating close monitoring of the investigation's developments.
See More
Amylyx Pharmaceuticals CEO Executes Significant Stock Sale Amid Ongoing Investigation
- Executive Stock Transaction: Joshua B Cohen, Co-CEO of Amylyx Pharmaceuticals, exercised 200,000 stock options and sold 138,167 shares between January 15 and 16, 2026, totaling approximately $1.9 million, highlighting significant financial activity within the company.
- Ownership Stake Change: This transaction reduced Cohen's direct holdings by 3.93%, leaving him with 3,379,465 shares, which equates to an insider ownership stake of 4.07%, potentially impacting market perceptions of his confidence in the company.
- Company Performance Review: Despite ongoing investigations, Amylyx experienced a strong year in 2025 with a stock price increase of approximately 223%, and its flagship therapy AMX0035 has shown effectiveness in slowing ALS progression, bolstering investor confidence.
- Potential Risk Factors: The company is currently under investigation by multiple law firms for alleged breaches of fiduciary duties by its directors and officers, and while business operations are performing well, investors should monitor how the investigation may affect the company's future prospects.
See More
Investigation into Amylyx Pharmaceuticals' Corporate Governance Breaches
- Shareholder Action: Halper Sadeh LLC is investigating whether certain officers and directors of Amylyx Pharmaceuticals breached their fiduciary duties, potentially leading to shareholder losses.
- Legal Relief Options: Long-term shareholders of Amylyx may seek corporate governance reforms, fund recovery, or court-approved financial awards, enhancing shareholder rights and protections.
- Importance of Participation: Shareholder involvement can improve company policies and oversight mechanisms, thereby increasing transparency and accountability, which ultimately helps enhance shareholder value.
- Law Firm Background: Halper Sadeh LLC represents global investors focusing on securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered millions for defrauded investors in the past.
See More
AMLX Options Contract Analysis and Investment Opportunities
- Put Option Appeal: The current bid for the $15.00 put option is $3.20, and if an investor sells this contract, they commit to buying the stock at $15.00, resulting in an effective cost basis of $11.80, which offers an attractive 4% discount compared to the current price of $15.55, appealing to those interested in AMLX shares.
- Yield Potential Analysis: Should the put option expire worthless, it would yield a 21.33% return on the cash commitment, or an annualized return of 33.28%, showcasing the YieldBoost potential of this strategy, which is likely to attract yield-seeking investors.
- Call Option Opportunity: The $16.00 call option has a current bid of $3.60, and if an investor buys AMLX shares at $15.55 and sells this call, they could achieve a total return of 26.05% if the stock is called away at expiration, highlighting the attractiveness of this strategy.
- Risk and Return Assessment: The $16.00 call option has a 32% chance of expiring worthless, in which case the investor retains both the shares and the premium collected, providing an additional 23.15% return, or an annualized yield of 36.12%, further enhancing investor return expectations.
See More
Amylyx Pharmaceuticals (AMLX) Hits New 52-Week High with Over 50% Gain
- Stock Performance: Amylyx Pharmaceuticals' shares surged over 50% in less than a month, reaching a new 52-week high of $17.20, reflecting strong market confidence in its development pipeline.
- Clinical Trial Progress: Avexitide, aimed at treating post-bariatric hypoglycemia, is currently in the LUCIDITY phase 3 trial, enrolling 75 participants, with completion expected this quarter and topline data anticipated in Q3 2026, which could enhance the company's market position if successful.
- New Drug Development: AMX0035 showed potential in improving glycemic control and visual acuity in a phase 2 trial for Wolfram syndrome, with plans to initiate a pivotal phase 3 trial in the second half of 2026 pending FDA alignment, addressing a significant unmet medical need.
- Financial Position: As of September 30, 2025, Amylyx reported $344 million in cash and cash equivalents, providing a robust financial foundation to support its R&D activities and bolstering investor confidence.
See More
