Replies to post #106 on Amylyx Pharmaceuticals Inc (AMLX)

[Whalatane]

Quick answer to your last question ...more DD maybe later .
RZLT is targeting a very severe form of hyperinsulisim . The use of AMLX's drug in that population would be an off label use and probably only tried for those that refused the RZLT IV treatment ...and / or had a less severe form
Kiwi

[Whalatane]

Thx for asking ...Groks answer

Could Avextide be used at all for patients refusing Ersodetug IV's or who had less severe forms of cHI

Yes, Amylyx’s avexitide could potentially be used for patients with congenital hyperinsulinism (cHI) who refuse Rezolute’s ersodetug IV infusions or have less severe forms of cHI, but its suitability depends on the patient’s specific condition and the underlying cause of their hyperinsulinism. Below is a concise analysis addressing this:Key ConsiderationsAdministration Advantage:Avexitide: Administered via subcutaneous injection, which is less invasive and more convenient than ersodetug’s IV infusions (every 2–4 weeks). This could appeal to patients or caregivers refusing IV therapy, especially for pediatric or less severe cases requiring less intensive administration.
Ersodetug: IV-only delivery may be a barrier for some due to inconvenience, discomfort, or logistical challenges, particularly in younger patients or those with milder symptoms.. my emphasis

Mechanism Suitability:Avexitide: A GLP-1 receptor antagonist, it reduces insulin secretion triggered by GLP-1, which is effective in post-meal hypoglycemia (e.g., post-bariatric hyperinsulinism, PBH). In cHI, its efficacy may be limited to cases where GLP-1 signaling contributes significantly to insulin excess. Exploratory Phase 2 data showed promise in cHI, but it may not address all genetic mutations (e.g., KATP channel defects), which are common in severe cHI.
Ersodetug: Acts downstream at the insulin receptor, counteracting excessive insulin regardless of its source. This makes it broadly effective across cHI subtypes, including severe cases unresponsive to other treatments. For less severe cHI, its universal mechanism is still effective but may be overkill if simpler options suffice.

Severity and Patient Profile:Less Severe cHI: Patients with milder cHI (e.g., manageable with diazoxide or dietary adjustments) might benefit from avexitide’s targeted approach, especially if their hypoglycemia is meal-related or GLP-1-driven. Its subcutaneous delivery and Phase 2 evidence (showing ~60% reduction in PBH events, with cHI data pending) suggest potential for less intensive cases.
Refusal of IV Therapy: Avexitide’s ease of use makes it a practical alternative for patients or families unwilling to commit to IV infusions, provided their cHI subtype aligns with avexitide’s GLP-1-focused mechanism.
Limitations: Avexitide’s efficacy in cHI is less established than in PBH, and it may not work for patients with non-GLP-1-driven cHI (e.g., genetic mutations like ABCC8 or GLUD1).
Ersodetug’s broader applicability makes it preferable for complex or severe cases, but avexitide could still be trialed in less severe, GLP-1-responsive cases.. my emphasis

Clinical Status (as of September 27, 2025):Avexitide: Phase 3 (LUCIDITY) is initiating for PBH (topline expected H1 2026), with cHI as a secondary focus. Phase 2 cHI data is encouraging but limited, so its use in cHI is not yet fully validated.
Ersodetug: Phase 3 (sunRIZE) for cHI is further along, with topline data expected Q4 2025. Its broader efficacy is better supported for cHI, but it’s not yet approved.

Practical ImplicationsFor Patients Refusing IVs: Avexitide could be a viable option if the patient’s cHI is mild and GLP-1-driven, offering a less invasive alternative. However, confirmatory testing (e.g., genetic profiling or meal-challenge response) may be needed to ensure avexitide’s mechanism aligns with the patient’s condition.
For Less Severe cHI: Avexitide may suffice for patients with manageable hypoglycemia, especially if triggered by meals, but its narrower mechanism means it’s not a universal substitute for ersodetug. Clinicians might consider it as an adjunct or alternative after assessing the patient’s response to standard therapies like diazoxide.
Caveats: Neither drug is FDA-approved yet, and avexitide’s cHI data is less mature than ersodetug’s. Off-label or compassionate use would depend on clinical trial access or future approvals. Patients should consult an endocrinologist to weigh options based on their specific cHI subtype and severity.

Conclusion
Avexitide could be considered for cHI patients refusing ersodetug’s IV infusions or with less severe, GLP-1-responsive cHI, due to its subcutaneous delivery and targeted mechanism. However, its efficacy is less proven in cHI compared to PBH, and it may not work for all cHI subtypes. Ersodetug remains the more versatile option for broader cHI cases, but avexitide’s convenience could make it a practical choice for select patients. Always consult a specialist for personalized treatment decisions, as both drugs are investigational.

[Whalatane]

RMB. Another note ...AMLX recently did a capital raise ...and the stock went UP. !!!! ( usually the opposite happens )

September 10 2025 - 12:06AM

Amylyx Pharmaceuticals, Inc. (Nasdaq: AMLX) (“Amylyx” or the “Company”) today announced the pricing of an underwritten public offering of 17,500,000 shares of its common stock at a public offering price of $10.00 per share

Goldman Sachs analyst Corinne Johnson maintains Amylyx Pharmaceuticals ( AMLX ) with a Buy and raises the price target from $10 to $20.

Kiwi