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Amylyx Pharmaceuticals, Inc. (AMLX) Q4 2025 Earnings Call Transcript

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Amylyx Pharmaceuticals reported Q4 2025 earnings with an EPS loss of $0.30, beating estimates by $0.04, though revenue remained at $0.00, matching expectations. The call occurred March 3, 2026, with co-CEOs Justin Klee and Joshua Cohen leading discussions. Executives highlighted ongoing clinical trials for their lead ALS drug, RELYVRIO, emphasizing patient access expansion and regulatory progress in global markets, including potential EU approvals by late 2026. CFO James Frates outlined cost-cutting measures to extend the cash runway into 2027, citing reduced R&D spending and operational efficiencies amid no current revenue streams. Analysts pressed for updates on pipeline diversification, with CMO Camille Bedrosian noting early-stage programs in neurodegenerative diseases but offering no timelines for new drug candidates. The company reaffirmed its focus on RELYVRIO’s commercialization while acknowledging investor concerns over sustained losses and dependency on a single product.

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SA Transcripts158.78K FollowersFollow5ShareSaveCommentsQ4: 2026-03-03 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of -$0.30 beats by $0.04 | Revenue of $0.00 beats by $0.00 Amylyx Pharmaceuticals, Inc. (AMLX) Q4 2025 Earnings Call March 3, 2026 8:00 AM EST Company Participants Lindsey Allen - Head of Investor Relations & CommunicationsJustin Klee - Co-Founder, Co-CEO & DirectorCamille Bedrosian - Chief Medical OfficerJames Frates - Chief Financial OfficerJoshua Cohen - Co-Founder, Co-CEO & Director Conference Call Participants Seamus Fernandez - Guggenheim Securities, LLC, Research DivisionKevin Strang - Goldman Sachs Group, Inc., Research DivisionMarc Goodman - Leerink Partners LLC, Research DivisionMichael DiFiore - Evercore ISI Institutional Equities, Research DivisionJames Condulis - Stifel, Nicolaus & Company, Incorporated, Research DivisionRami Katkhuda - LifeSci Capital, LLC, Research DivisionGeoffrey Meacham - Citigroup Inc. Exchange ResearchGraig Suvannavejh - Mizuho Securities USA LLC, Research DivisionChristopher Chen - Robert W. Baird & Co. Incorporated, Research DivisionAnanda Ghosh - H.C. Wainwright & Co, LLC, Research Division Presentation Operator Good morning, everyone. My name is Jim, and I will be your conference operator today. At this time, I would like to welcome everyone to the Amylyx Pharmaceuticals Fourth Quarter and Full Year 2025 Earnings Conference Call. [Operator Instructions] Please be advised that this call is being recorded at the company's request, and it is now my pleasure to turn the floor over to Lindsey Allen, Vice President, Investor Relations and Communications. Welcome, Lindsey. Lindsey AllenHead of Investor Relations & Communications Good morning, and thank you all for joining us today to discuss our fourth quarter and full year 2025 financial results and business update. With me on the call today are Josh Cohen and Justin Klee, our Co-CEOs; Dr. Camille Bedrosian, our Chief Medical Officer; and Jim Frates, our Chief Financial Officer. Before we begin, I would like to remind everyone that any statements we make or information presented on this call that are not historical facts are forward-looking statements that are based on our current beliefs, plans and expectations and are made pursuant to

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Amylyx Pharmaceuticals, Inc. (AMLX) Q4 2025 Earnings Call Transcript

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