NASDAQ$AMLX

Amylyx Pharmaceuticals Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Amylyx reported financial results for Q1 2024 and announced strategic updates.

Amylyx Pharmaceuticals reported a net product revenue of $88.6 million for the first quarter of 2024, compared to $71.4 million for the same period in 2023. However, the company experienced a net loss of $118.8 million, or $1.75 per share, compared to a net income of $1.6 million, or $0.02 per share, for the same period in 2023. The company is focusing on key clinical programs and has a cash runway into 2026.

  • Amylyx announced formal intention to remove RELYVRIO/ALBRIOZA from the market based on topline results from the Phase 3 PHOENIX trial.
  • Interim data from the Phase 2 HELIOS clinical trial of AMX0035 in Wolfram syndrome demonstrated encouraging improvement.
  • Interim analysis from the ORION study of AMX0035 in progressive supranuclear palsy is expected in mid-2025.
  • Amylyx expects to initiate a clinical trial of AMX0114 in ALS in the second half of 2024.

Headline financials

Total Revenue

$88.6M

Previous: $71.4M+24.1%
EPS

-$1.75

Previous: $0.02-8850.0%
R&D Expenses

$36.6M

No prior period
SG&A Expenses

$57.8M

No prior period
Capital Expenditures

-$67K

Previous: -$250K+73.2%
Free Cash Flow

-$119M

Previous: $1.32M-9084.1%
Net Income

-$119M

Previous: $1.57M-7652.0%
Operating Income

-$122M

Previous: -$2.05M-5848.9%
Gross Profit

$82.7M

Previous: $66.1M+25.0%
R&D Expense

$36.3M

No prior period
Stock-Based Comp

$9.92M

Previous: $7.5M+32.3%

Revenue & EPS history

Amylyx · Revenue · Quarterly

$88.6M

Q1 2024+24.1%vs Q1 2023
Beat estimate in 3 of 8 quarters(38%)
ActualEstimate

Forward guidance

Amylyx expects cash runway into 2026, which will allow the organization to deliver on key upcoming milestones, including anticipated data readouts from HELIOS (AMX0035 in Wolfram syndrome), ORION (AMX0035 in PSP), and its planned trial of AMX0114 in ALS.

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 2024

Historical avgQ1 2024

+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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