AMLX at a glance
Amylyx Pharmaceuticals, Inc. (AMLX, SEC CIK 1658551) filed its latest 10-K annual report on March 3, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as September 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Amylyx Pharmaceuticals, Inc. (AMLX) reported revenue of $0 (down 100.0% from FY2024) and a net loss of $144.7 million. Diluted EPS was -$1.53.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding Amylyx Pharmaceuticals, Inc. (AMLX) shares worth $875.6 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Klee Justin B. on September 10, 2026 of 1,439 shares at $33.16 per share.
- In the last 90 days, AMLX insiders reported 0 open-market purchases ($0) and 12 open-market sales ($3.5M) on Form 4, a net sale of $3.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $0
- −100.0% vs prior year
- Insiders · 90 days
- 0 buys · 12 sells
- Net −$3.5M
- 13F holders
- 26 funds
- $875.6M · +1 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Clinical-stage pharma developing novel therapies for endocrine and neurodegenerative diseases with mechanistic rationale and biomarker-driven pipeline
- New products: Advanced Phase 3 trial for avexitide in PBH; initiated Phase 1 trial for AMX0114 in ALS and selected AMX0318 for long-acting GLP-1 antagonist development
- Strategic shift: Acquired avexitide patent portfolio in July 2024, expanding IP estate significantly; emphasis on broader rare disease indications including Wolfram syndrome and ALS
- Quantitative metric: Patent estate grew to 23 U.S. and 257 foreign issued patents plus 130+ pending applications as of Dec 31, 2025; 75 participants enrolled in Phase 3 LUCIDITY trial
- Noteworthy fact: Positive Phase 2 HELIOS data for AMX0035 in Wolfram syndrome showing sustained pancreatic beta cell function improvement through 48 weeks
Risk Factors
- Cybersecurity risk oversight by board and executive team with escalation for material incidents to audit committee
- Dependence on Senior Director of ISGA with CISSP and 20+ years experience for daily information security strategy
- Reliance on external vendors for managed network support and security operations creating supply chain cybersecurity risk
Management Discussion & Analysis
- Revenue $0 in 2025 vs $87.4M in 2024, 100% decline due to discontinuation of RELYVRIO®/ALBRIOZA™ product sales
- Operating loss $153.3M in 2025 vs $314.7M in 2024, a 51% improvement; R&D expenses down 13% to $90.4M; SG&A down 45% to $62.9M
- Best performing segment: Avexitide R&D up 771% to $24.1M; worst: AMX0035-ALS R&D down 95% to $1.8M
- Cash from financing $257.0M in 2025 led by two equity offerings raising approx. $256.2M net; operating cash burn $123.3M; cash & equivalents $317.0M at year-end
- Management expects R&D and G&A expenses to increase as clinical programs advance; key risks include clinical trial outcomes, regulatory approvals, and capital access
AI summary of the AMLX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue not reported; operating expenses $45.7M vs $42.9M YoY, up 7%
- Net loss $43.4M vs $41.4M YoY, up 5%; operating margin not applicable
- Avexitide R&D $9.4M, up 32% YoY; AMX0035-PSP R&D $36K, down 99%
- Cash, equivalents and marketable securities $250.8M at June 30, 2026; funding expected into 2028
- LUCIDITY topline data expected Q3 2026; potential avexitide launch targeted for 2027
Risk Factors
- Newly expanded geopolitical and policy risk: U.S. government regulatory activity, conflicts involving Iran, Ukraine, and the Middle East, plus inflation and interest-rate changes
- Most material operational change: avexitide LUCIDITY enrollment completed, with topline data expected in Q3 2026 and potential launch in 2027
- Regulatory and compliance risk: OBBBA changes to R&D tax treatment and Medicaid, Medicare, and Marketplace eligibility could reduce cash flow and patient populations
- Market risk: AMX0035 ALS revenue ended after RELYVRIO/ALBRIOZA withdrawal following PHOENIX failure to meet primary and secondary endpoints
- Financial risk: $836.1 million accumulated deficit and no committed additional capital source, despite funding expected into 2028
AI summary of the AMLX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Dual-source manufacturing secured for avexitide commercial supply, contingent on regulatory approval
- Bachem agreement requires minimum annual purchases beginning 2028, creating future volume commitments
Item 1.01: Entry into a Material Definitive Agreement
- Amylyx raising $500.2 million gross through 14.09 million shares at $35.50 each
- Underwriters hold a 30-day option for 2.1135 million additional shares
Item 7.01: Regulation FD Disclosure
- Positive topline Phase 3 LUCIDITY results for avexitide in post-bariatric hypoglycemia
- Announcement dated August 18, 2026, highlighting a potentially important clinical-development milestone
Item EX-99.1: Item EX-99.1
- Phase 3 LUCIDITY met its primary endpoint, reducing combined Level 2 and Level 3 hypoglycemic events 55% versus placebo through Week 16
- Highly significant efficacy, with p=0.000003 and all secondary endpoints met across SMBG, CGM, and independently adjudicated Level 3 events
Item 8.01: Other Events
- Phase 3 LUCIDITY met its FDA-agreed primary endpoint, reducing combined Level 2 and Level 3 hypoglycemic events 55% versus placebo
- Highly significant efficacy, with p=0.000003 and all secondary endpoints achieved across SMBG, CGM, and adjudicated Level 3 events
AI summaries of AMLX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AMLX
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Klee Justin B. | Sell | Sep 10, 2026 | 1,439 | $33.16 |
| Cohen Joshua B | Sell | Sep 10, 2026 | 29,545 | $32.16 |
| Bedrosian Camille L | Sell | Sep 10, 2026 | 2,081 | $33.09 |
| Klee Justin B. | Sell | Sep 10, 2026 | 29,025 | $32.13 |
| Bedrosian Camille L | Sell | Sep 10, 2026 | 7,947 | $32.21 |
| Mazzariello Gina | Sell | Sep 10, 2026 | 11 | $33.34 |
| FRATES JAMES M | Sell | Sep 10, 2026 | 9,768 | $32.27 |
| Mazzariello Gina | Sell | Sep 10, 2026 | 9,525 | $32.46 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $87.4M | $0 |
| Operating Income | - | -$314.7M | -$153.3M |
| Net Income | $49.3M | -$301.7M | -$144.7M |
| Op. Margin | - | -360.2% | - |
| Net Margin | - | -345.4% | - |
| Balance Sheet | |||
| Total Assets | - | $193.6M | $332.6M |
| Equity | $433.4M | $164.8M | $305.3M |
| ROE | 11.4% | -183.1% | -47.4% |
| Per Share | |||
| EPS | $0.70 | $-4.43 | $-1.53 |
| Cash Flow | |||
| Operating CF | - | -$167.6M | -$123.3M |
| CapEx | $1.2M | $157K | $138K |
Source: XBRL data in Amylyx Pharmaceuticals, Inc. (AMLX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AMLX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $875.6M |
| Q1 2026 | 25 | $618.2M |
| Q4 2025 | 24 | $529.9M |
| Q3 2025 | 25 | $457.1M |
| Q2 2025 | 26 | $144.4M |
| Q1 2025 | 21 | $59.0M |
| Q4 2024 | 17 | $31.5M |
| Q3 2024 | 13 | $15.9M |
- JPMorgan Chase & Co+1.70M (+1067%)
- Morgan Stanley+955.3K (+44%)
- Franklin Resources+688.7K (+30%)
- Two Sigma Investments+431.5K (+266%)
- State Street Corp+240.2K (+10%)
- Bank of America Corp−508.8K (-38%)
- Citadel Advisors LLC−232.8K (-57%)
- Invesco Ltd−31.7K (-18%)
- AQR Capital Management−8.3K (-28%)
- BlackRock−1.8K (-0%)
- Ameriprise Financial+125.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 177 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AMLX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 4 | May 26, 2026 | - | - |
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AMLX SEC filings: frequently asked questions
Are AMLX insiders buying or selling?
In the last 90 days, Amylyx Pharmaceuticals, Inc. (AMLX) officers, directors and 10% owners reported no open-market purchases and 12 open-market sales worth $3.5 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AMLX stock?
As of June 30, 2026, the largest Amylyx Pharmaceuticals, Inc. (AMLX) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($300.4 million), BlackRock ($158.5 million), Vanguard Capital Management LLC ($75.9 million), Morgan Stanley ($56.2 million), Franklin Resources ($53.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AMLX's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Amylyx Pharmaceuticals, Inc. (AMLX) reported revenue of $0 (down 100.0% from FY2024) and a net loss of $144.7 million. Diluted EPS was -$1.53. The figures come from the XBRL data in the 10-K.
What are the main risks in AMLX's latest 10-K?
In the 10-K filed March 3, 2026, Amylyx Pharmaceuticals, Inc. (AMLX) flagged: Cybersecurity risk oversight by board and executive team with escalation for material incidents to audit committee. Dependence on Senior Director of ISGA with CISSP and 20+ years experience for daily information security strategy. (AI summary of the Risk Factors section.)
What did AMLX report in its latest 8-K?
Amylyx Pharmaceuticals, Inc. (AMLX) filed an 8-K on September 8, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). Dual-source manufacturing secured for avexitide commercial supply, contingent on regulatory approval.
What are the latest AMLX SEC filings?
Amylyx Pharmaceuticals, Inc. (AMLX) filed its latest 10-K annual report on March 3, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on September 14, 2026.
What is AMLX's SEC CIK number?
Amylyx Pharmaceuticals, Inc. (AMLX)'s SEC Central Index Key (CIK) is 1658551. EDGAR lists every AMLX filing under that number.
Ask anything about AMLX
The research agent reads AMLX's filings, financials, insider trades and 13F holders, then answers with sources.