NASDAQ$AMLX

Amylyx Pharmaceuticals Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Amylyx Pharmaceuticals Inc reported a net loss of $41.4 million for Q2 2025 with no product revenue.

The company recorded zero product revenue in the quarter following the discontinuation of RELYVRIO/ALBRIOZA. Operating expenses were $42.9 million, led by R&D investments of $27.2 million. Cash and cash equivalents stood at $58.1 million with total assets of $194.6 million at quarter end.

  • Net loss of $41.4 million and diluted EPS of $(0.46) for the three months ended June 30, 2025.
  • Research and development expenses totaled $27.2 million, including $2.0 million in stock-based compensation.
  • Selling, general and administrative expenses were $15.6 million, including $5.4 million in stock-based compensation.
  • Cash position of $58.1 million supports ongoing clinical development of avexitide and AMX0035.

Headline financials

Total Revenue

$0.00

Previous: -$1.02M+100.0%
EPS (adj)

-$0.46

Previous: -$1.07+57.0%
R&D expenses

$27.2M

Previous: $23.3M+16.6%
SG&A expenses

$15.6M

Previous: $21.6M-27.7%
R&D stock-based comp

$1.96M

No prior period
SG&A stock-based comp

$5.39M

No prior period
Capital Expenditures

-$28K

Previous: -$156K+82.1%
Net Income

-$41.4M

Previous: -$72.7M+43.0%
Operating Income

-$42.9M

Previous: -$76.3M+43.8%
Cash & Equivalents

$58.1M

No prior period
Total Assets

$195M

No prior period

Revenue & EPS history

Amylyx · Revenue · Quarterly

$0

Q2 2025-100%vs Q2 2024
Beat estimate in 3 of 8 quarters(38%)
ActualEstimate

Forward guidance

Company advancing Phase 3 LUCIDITY trial for avexitide in PBH and Phase 2/3 programs for AMX0035.

Tailwinds

  • Positive long-term HELIOS data for AMX0035 in Wolfram syndrome through Week 48.
  • First participant dosed in Phase 1 LUMINA trial for AMX0114 in ALS.

Headwinds

  • No product revenue expected in near term.
  • Continued operating losses anticipated during clinical development.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

+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
Q2 2025
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 2021-1.8%+2.4%+3.0%
Q3 2022-1.8%+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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