NASDAQ$AMLX

Amylyx Pharmaceuticals Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported first quarter financial results, highlighted by product revenue and progress in commercial launches and pipeline expansion.

Amylyx Pharmaceuticals reported a net product revenue of $71.4 million for the first quarter of 2023, driven by the commercial launches of RELYVRIO in the U.S. and ALBRIOZA in Canada. The company's net income for the quarter was $1.6 million, a significant improvement compared to the net loss of $47.8 million in the same period of 2022.

  • First quarter 2023 product revenue was $71.4 million, driven by RELYVRIO and ALBRIOZA.
  • Commercial launches of RELYVRIO in the U.S. and ALBRIOZA in Canada continued to progress.
  • Regulatory review for AMX0035 is ongoing in the EU.
  • Pipeline expanded with the first participant dosed in the Phase 2 HELIOS study of AMX0035 in Wolfram syndrome and planned initiation of a pivotal Phase 3 study in progressive supranuclear palsy.

Headline financials

Total Revenue

$71.4M

No prior period
EPS (adj)

$0.02

Previous: -$0.93+102.2%
Capital Expenditures

-$250K

Previous: $342K-173.1%
Free Cash Flow

$1.32M

Previous: -$41M+103.2%
Net Income

$1.57M

Previous: -$47.8M+103.3%
Operating Income

-$2.05M

Previous: -$47.8M+95.7%
Gross Profit

$66.1M

No prior period
Cash & Equivalents

$346M

Previous: $255M+35.5%
Total Assets

$408M

Previous: $274M+48.7%
Stock-Based Comp

$7.5M

Previous: $4.39M+70.8%

Revenue & EPS history

Amylyx · Revenue · Quarterly

$71.4M

Q1 2023
Beat estimate in 3 of 8 quarters(38%)
ActualEstimate

Forward guidance

Amylyx anticipates continued progress with RELYVRIO and ALBRIOZA, regulatory developments, and clinical trials for AMX0035.

Tailwinds

  • Potential approval of AMX0035 for the treatment of ALS in the European Union.
  • Ongoing commercialization of RELYVRIO and ALBRIOZA.
  • Potential continued market acceptance and market opportunity for RELYVRIO and ALBRIOZA.
  • Anticipated benefits of strategic new hires.
  • Expectations regarding the Company’s longer-term strategy.

Headwinds

  • Success, cost, and timing of Amylyx’ program development activities.
  • Amylyx’ ability to successfully commercialize RELYVRIO in the United States and ALBRIOZA in Canada.
  • Amylyx’ ability to execute on its commercial and regulatory strategy.
  • Expectations regarding the timing of EMA review of AMX0035 for the treatment of ALS.
  • Impact that the ongoing COVID-19 pandemic, global macroeconomic uncertainty and geopolitical instability will have on Amylyx’ operations.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.3%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+7.4%

Avg return

30 days after

44%

8 / 18 earnings

Positive

+23.4%

Q4 2021

Best reaction

-30.7%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-7.6%-9.5%-2.3%
Q3 2025-5.9%-4.2%+7.3%
Q1 2025-6.0%-7.8%+9.4%
Q4 2024+0.3%+29.0%+17.0%
Q3 2024+7.7%+0.3%-17.4%
Q2 2024+1.1%+5.9%+26.1%
Q1 2024-8.8%-3.1%-8.3%
Q4 2023+15.3%+24.1%-82.1%
Q3 2023-30.7%-30.4%-22.2%
Q2 2023+0.5%-2.3%-4.5%
Q1 2023-4.4%-6.1%-11.9%
Q4 2022+11.2%-1.2%-3.9%
Q3 2022-1.8%+2.4%+3.0%
Q3 2021-1.8%+2.4%+3.0%
Q2 2021-5.5%-5.7%+12.7%
Q2 2022-5.5%-5.7%+12.7%
Q4 2021+23.4%+28.2%+97.5%
Q1 2022+23.4%+28.2%+97.5%
Q1 2021
Q4 2020

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