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James Kandlis

Research Analyst at Stifel

James Kandlis's questions to Amylyx Pharmaceuticals (AMLX) leadership

Question · Q4 2025

James Kandlis asked a commercial question regarding the estimated 30,000 critical PBH patients who frequently visit the ER or are hospitalized, and whether these patients represent 'lower-hanging fruit' for initial treatment compared to the broader patient population.

Answer

Co-CEO Justin Klee stated that physicians generally don't differentiate much, as any hypoglycemic event is considered a medical emergency with catastrophic potential. Co-CEO Josh Cohen added anecdotal evidence of severe indirect consequences like motor vehicle accidents and fractures. CMO Camille L. Bedrosian noted that many patients severely constrain their lives to avoid ER visits, indicating high severity even without hospitalization.

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