 Dear Reader, Over the past few months I've been urging my readers to get positioned ahead of what I believe is the single biggest investment opportunity of our lifetime. I'm glad I did. Because in the last few days alone, three critical things happened: ✓ SpaceX issued a 5-for-1 stock split. Shares dropped from $526 to roughly $105. They're making it accessible to everyday investors — deliberately. That's a signal of what's coming. ✓ The prospectus is expected to go public this Wednesday. The moment it does, millions of investors learn about this for the first time. You stop being early. You start competing with the crowd. ✓ IPO pricing targeted for June 11th. Trading on June 12th. The roadshow is expected to kick off on June 4th. That's the real deadline. Here's what most people still don't know about SpaceX… It isn't just a rocket company. It controls two-thirds of every satellite in orbit. It accounts for 85% of all rocket launches globally. It sits at the center of Elon Musk's vision for a fully autonomous future — a market he believes could be worth $25 trillion. NASA has paid SpaceX $13 billion over the past decade. Amazon, Microsoft, Google, and Nvidia are all deeply intertwined with it. Even Bezos has a Starlink receiver on his yacht. And I've spent months connecting the dots — visiting the tiny ground stations scattered across south Florida and rural Texas — to understand the full scope of what Musk is building. I've put it all in a free presentation. Including how to grab a stake in SpaceX before the IPO — through a regular brokerage account, for less than $100. Watch the presentation before June 4th. Matt McCall P.S. I've never seen a setup quite like this in 20 years. The investors who act before June 4th are the ones who get in before the crowd. After that, the easy money is gone. Watch the full breakdown here — completely free.
Additional Reading from MarketBeat.com
Amylyx Stock: Why the Full Pipeline Story MattersSubmitted by Chris Markoch. Article Published: 5/24/2026. 
Key Points
- Amylyx stock is gaining attention as multiple pipeline programs move toward important clinical milestones in 2026.
- The company’s Avexitide candidate targets post-bariatric hypoglycemia, offering a niche but potentially first-in-class GLP-1 antagonist opportunity.
- Investors may see the largest long-term upside from Amylyx’s ALS program, though commercialization remains years away.
- Special Report: Before SpaceX goes public, watch this tiny supplier closely
The idiom “never judge a book by its cover” can cut both ways when it comes to clinical-stage biotechnology companies like Amylyx Pharmaceuticals (NASDAQ: AMLX). The stock is up more than 140% over the last 12 months as the company has made progress on its pipeline. One of the drugs in the pipeline is Avexitide, a treatment for post-bariatric hypoglycemia after Roux-en-Y gastric bypass surgery. In early May, Amylyx announced it had completed full enrollment in its Phase 3 trial, LUCIDITY. Topline results are expected in Q3 2026, which is pivotal for the short-term outlook for AMLX.
However, this is a story that’s playing out in three distinct chapters that will take years to fully develop. And, as is the case with even large-cap biotech companies, execution is always a risk. Investors saw that with another company, Regeneron Pharmaceuticals (NASDAQ: REGN), on May 18, when it delivered Phase 3 results for its melanoma study of fianlimab + Libtayo that failed to meet its primary endpoint versus Keytruda, the industry standard from Merck & Co. (NYSE: MRK). That said, positive news is positive news. Amylyx is committed to developing treatments for diseases with high unmet needs. Here’s a full read on the company’s progress as of late May 2026. Chapter 1: A GLP-1 Contrarian PlayAmylyx is taking the opposite approach to the GLP-1 boom: instead of developing agonists for weight loss, the company is developing a GLP-1 antagonist. Avexitide is a first-in-class GLP-1 antagonist that could become the first-ever FDA-approved therapy for post-bariatric hypoglycemia (PBH). This is a metabolic condition that affects approximately 8% of patients in the United States who have undergone one of the two most common types of bariatric surgery. A key consideration for investors is that PBH has a small addressable market of around 160,000. So while it’s addressing the GLP-1 market, it’s doing so in a niche fashion. That doesn’t make it any less relevant. But if investors are going to look at Amylyx with conviction, they’ll need to take a wider view. Chapter 2: An Important Proof of ConceptNext in the company’s pipeline is AMX0035, the company’s therapeutic for Wolfram syndrome. This is a rare genetic disease that presents significant challenges for patients. It usually begins in childhood with insulin-requiring diabetes and is marked by progressive optic nerve changes that affect vision and can involve broader neurological symptoms that increasingly affect daily life. The addressable global market is estimated to be about 15,000 to 30,000, with about 1,000 to 2,000 in the United States. AMX0035 is in its Phase 2 HELIOS trial, and Amylyx has already delivered positive results at both the Week 24 and Week 48 milestones. The company plans to share Week 96 data later this year. This is an incredibly small market, but it can serve as proof of how Amylyx can treat neurodegenerative diseases, which is where the plot thickens. Chapter 3: When the Plot Really Takes OffFurther back in the company’s pipeline is AMX0114, the company’s treatment for ALS. The global ALS therapeutics market is expected to reach $1.7 billion in 2034 and is growing at a compound annual growth rate (CAGR) of 10%. This is a market with essentially no disease-modifying options. That gives pricing power to companies that develop anything that demonstrably works. Amylyx completed enrollment of Cohort 2 of its ongoing Phase 1 trial in March 2026, with early biomarker data from Cohort 1 expected in June 2026. Significantly, the drug carries FDA Fast Track Designation, and the early readouts have been positive. But this is still a drug in its early phases. It will be 2029 or 2030 at the earliest before investors will have a clear line of sight on commercial production. Time Is Your FriendInvestors who are planning to hold AMLX for the long haul can build a position over time. One idea is to divide a position into thirds and allocate one-third of the capital to each pipeline milestone. That way, investors can capture the potential upside with less downside risk. The Amylyx analyst forecasts on MarketBeat give the stock a consensus price target of $23, a gain of over 60% from its opening price on May 21. But that implies the results the company is expected to deliver later this year will be positive. It’s also important to note that AMLX has about 15% short interest, which is meaningful given the stock's 20% decline over the 30 days ending May 20. That reflects the recent earnings report, which served as a reminder that the company is not profitable and has not yet generated revenue. 
The company is a niche play today. Whether it’s being priced for its future growth remains to be seen. Like many biotech stocks, Amylyx has risk, but the upside may be worth a speculative position. . |
