Earnings summaries and quarterly performance for AMICUS THERAPEUTICS.
Executive leadership at AMICUS THERAPEUTICS.
Board of directors at AMICUS THERAPEUTICS.
Research analysts who have asked questions during AMICUS THERAPEUTICS earnings calls.
JS
Joseph Schwartz
Oppenheimer
4 questions for FOLD
Also covers: ASND, AUPH, BMRN +14 more
Kristen Kluska
Cantor Fitzgerald
4 questions for FOLD
Also covers: ABEO, ADMA, AQST +24 more
AR
Anupam Rama
JPMorgan Chase & Co.
3 questions for FOLD
Also covers: APLS, BBIO, BOLD +18 more
DD
Dennis Ding
Jefferies Financial Group Inc.
3 questions for FOLD
Also covers: ARDX, CARA, CRNX +9 more
RB
Ritu Baral
TD Cowen
3 questions for FOLD
Also covers: ACAD, ALNY, ATAI +11 more
Salveen Richter
Goldman Sachs
3 questions for FOLD
Also covers: ACAD, AGIO, ALLO +21 more
TA
Tazeen Ahmad
Bank of America
3 questions for FOLD
Also covers: ACAD, ALNY, APLS +22 more
DG
Dae Gon Ha
Stifel
2 questions for FOLD
Also covers: ABEO, BEAM, CRBP +10 more
EM
Eliana Merle
UBS
2 questions for FOLD
Also covers: ALNY, APLS, ARVN +17 more
Gil Blum
Needham & Company
2 questions for FOLD
Also covers: ABSI, AUTL, CELC +9 more
JH
Jeff Hung
Morgan Stanley
2 questions for FOLD
Also covers: ACAD, ALEC, BHVN +10 more
MS
Maxwell Skor
H.C. Wainwright & Co.
2 questions for FOLD
Also covers: ASND, AVIR, CRNX +4 more
EM
Ellie Merle
UBS Group AG
1 question for FOLD
Also covers: ALNY, ALT, ARVN +12 more
JF
Joshua Fleishman
Cowen and Company, LLC
1 question for FOLD
Also covers: KRYS, SGMO
Mark Aleynick
Goldman Sachs
1 question for FOLD
Also covers: ALLO, NTLA
Priyanka Grover
JPMorgan Chase & Co.
1 question for FOLD
Also covers: DAWN, SNDX, SRPT +1 more
TW
Tejas Wein
Raymond James
1 question for FOLD
Also covers: PCRX
Recent press releases and 8-K filings for FOLD.
Amicus Therapeutics Announces Full-Year 2025 Results and Provides Update on BioMarin Acquisition
FOLD
Earnings
M&A
Guidance Update
- Full-year 2025 total revenues reached $634.2 million, marking a 17% increase year-over-year at constant exchange rates.
- For full-year 2025, Amicus reported a GAAP net loss of $27.1 million (or $0.09 per share) and a non-GAAP net income of $96.8 million (or $0.31 per share).
- The company's cash, cash equivalents, and marketable securities increased by $44 million in 2025, reaching $293.5 million by December 31, 2025.
- The proposed acquisition by BioMarin for $14.50 per share, valued at approximately $4.8 billion, is anticipated to close in Q2 2026, following the FTC's early termination of the HSR Act waiting period on February 11, 2026.
7 days ago
Amicus Therapeutics Announces Full-Year 2025 Results and BioMarin Acquisition Update
FOLD
Earnings
M&A
Takeover Bid
- Amicus Therapeutics reported total revenues of $634.2 million for the full year 2025, reflecting a 17% year-over-year increase at constant exchange rates, with a GAAP net loss of $27.1 million ($0.09 per share) and non-GAAP net income of $96.8 million ($0.31 per share).
- The company's cash, cash equivalents, and marketable securities increased by $44 million in 2025, reaching $293.5 million as of December 31, 2025.
- Amicus Therapeutics is subject to a proposed acquisition by BioMarin Therapeutics for $14.50 per share in an all-cash transaction, totaling approximately $4.8 billion, which is expected to close in the second quarter of 2026.
7 days ago
Amicus Therapeutics' Proposed Sale to BioMarin Pharmaceutical and Upcoming Shareholder Vote
FOLD
M&A
Legal Proceedings
Proxy Vote Outcomes
- Monteverde & Associates PC is investigating the proposed sale of Amicus Therapeutics, Inc. (NASDAQ: FOLD) to BioMarin Pharmaceutical Inc.
- Under the terms of the proposed transaction, Amicus shareholders are expected to receive $14.50 per share in cash.
- A Shareholder Vote for this transaction is scheduled for March 3, 2026.
Feb 19, 2026, 9:48 PM
BioMarin Pharmaceutical to Acquire Amicus Therapeutics
FOLD
M&A
Takeover Bid
Revenue Acceleration/Inflection
- BioMarin Pharmaceutical announced a definitive agreement to acquire Amicus Therapeutics (NASDAQ: FOLD) for $14.50 per share in cash, valuing the transaction at approximately $4.8 billion.
- The acquisition adds two marketed, high-growth rare disease therapies, Galafold for Fabry disease and Pombiliti + Opfolda for Pompe disease, which together generated $599 million in revenue over the past four quarters.
- The deal is expected to be accretive to non-GAAP EPS within 12 months of closing, with substantial accretion projected by 2027, and the resolution of U.S. Galafold patent litigation extends exclusivity to 2037.
Dec 19, 2025, 2:48 PM
Amicus Therapeutics Highlights Strong Product Growth, Q3 GAAP Profitability, and FSGS Pipeline Progress
FOLD
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Amicus Therapeutics expects Galafold (Fabry disease) revenue to exceed $500 million this year, growing 10%-15%, and Pombiliti/Opfolda (Pompe disease) sales to surpass $100 million with 50%-65% growth.
- The company achieved GAAP profitability for the first time in Q3 and holds over $260 million in cash on its balance sheet.
- Amicus licensed DMX-200 for FSGS, a late-phase 3 asset, with U.S. commercial rights and anticipates top-line data in early 2028, with the FDA agreeing that proteinuria could serve as a primary endpoint and indicating potential for an accelerated path.
Nov 18, 2025, 4:30 PM
Amicus Therapeutics Reports Strong Product Growth and Q3 2025 GAAP Profitability
FOLD
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Amicus Therapeutics expects Galafold revenue to exceed $500 million this year, growing at 10%-15%, and anticipates Pombiliti and Opfolda (POMOP) revenue growth of 50%-65% to over $100 million this year. The company achieved GAAP profitability in Q3 2025.
- Galafold, for Fabry disease, continues to see double-digit growth driven by patient finding initiatives and a growing market, with patent protection expected until 2037.
- The Pombiliti and Opfolda (POMOP) launch for Pompe disease is showing accelerating momentum in the U.S., with Q2 and Q3 2025 being the largest commercial quarters, and strong progress in Europe.
- Amicus licensed DMX-200 for FSGS, a rare kidney disease, securing U.S. commercial rights for a late-phase III asset with a potential $1 billion+ opportunity. Top-line data for the two-year proteinuria endpoint is anticipated in early 2028.
- The company maintains a strong financial foundation with over $260 million in cash on its balance sheet and is committed to full-year profitability, with a business development strategy focused on late-stage, de-risked assets.
Nov 18, 2025, 4:30 PM
Amicus Provides Business Update and Program Timelines at UBS Global Healthcare Conference
FOLD
Guidance Update
New Projects/Investments
Legal Proceedings
- Amicus, a rare disease company, anticipates passing $600 million in revenue this year and $1 billion by 2028, with profitability expected in the second half of 2025.
- Galafold (Fabry disease) is projected for 10-15% growth this year, exceeding $500 million in sales, with IP protection into the 2040s and a key patent trial outcome expected in Q2 2026.
- Pombiliti Opfolda (Pompe disease) is experiencing 50-65% growth this year, expected to surpass $100 million in sales, driven by strong patient additions and geographic expansion, with a pediatric label expansion anticipated in mid-2026.
- The DMX-200 program for FSGS, a potential blockbuster, is nearing completion of Phase 3 enrollment by end of 2025, with top-line data expected in early 2028 and discussions for potential accelerated approval in H1 2026.
- Amicus is mitigating potential tariff impacts by transitioning Pompe manufacturing from China to Ireland by 2027 and anticipates muted effects from MFN due to a likely rare disease carve-out.
Nov 10, 2025, 7:45 PM
Amicus Provides Business Update, Highlights Product Growth, and Pipeline Progress
FOLD
Guidance Update
Product Launch
New Projects/Investments
- Amicus is on track to become profitable in the second half of the year, with over $600 million in revenue this year and a target of $1 billion by 2028. The company holds over $260 million in cash and generated over $30 million in cash in Q3.
- Galafold is projected to achieve 10-15% growth and over $500 million in sales this year, with patent protection extending into the 2040s and IP litigation resolution expected in H1 next year.
- Pombiliti Opfolda, an early-launch product, is anticipated to grow 50-65% this year, surpassing $100 million in sales, driven by strong patient additions and geographic expansion into eight new countries. A pediatric label expansion is expected mid-next year.
- The company acquired US rights to DMX-200 for FSGS, a potential blockbuster opportunity. Its Phase 3 trial enrollment is over 90% complete and expected to close by year-end, with top-line data anticipated two years after the last patient randomization. Conversations for potential accelerated approval are expected in H1 next year.
- Manufacturing for Pompe is transitioning from China to Ireland, with supply expected to shift throughout next year and primarily from Ireland by 2027, aiming to mitigate tariff impacts.
Nov 10, 2025, 7:45 PM
Amicus Therapeutics Reports Strong Q3 2025 Revenue Growth and GAAP Profitability
FOLD
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Amicus Therapeutics reported Q3 2025 total revenue of $169.1 million, a 19% increase over Q3 2024, and achieved GAAP net income of $17.3 million, or $0.06 per share, marking its first profitable quarter in 2025.
- Galafold revenue reached $138.3 million, growing 15% (12% at constant exchange rates) with 13% year-over-year patient growth.
- Pombiliti and Opfolda revenue was $30.7 million, an increase of 45% (42% at constant exchange rates), driven by strong launch momentum and expansion into 15 countries.
- The company reiterated its full-year 2025 guidance, expecting total revenue growth of 15%-22% and Pombiliti and Opfolda revenue growth of 50%-65% at constant exchange rates, and anticipates positive GAAP net income for the second half of 2025.
- Amicus remains confident in achieving $1 billion in combined sales for Galafold and Pombiliti/Opfolda by 2028 and is advancing the DMX-200 Phase III study for FSGS, which is over 90% enrolled.
Nov 4, 2025, 1:30 PM
Amicus Therapeutics Reports Strong Q3 2025 Results and Reaffirms Full-Year Guidance
FOLD
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Amicus Therapeutics (FOLD) reported Q3 2025 revenue of $169 million, marking a 17% increase at constant exchange rates (CER), with non-GAAP net income reaching $54.2 million.
- Product performance highlights include Galafold revenue of $138.3 million (+12% at CER) and Pombiliti + Opfolda revenue of $30.7 million (+42% at CER) for Q3 2025.
- The company reiterated its FY 2025 financial guidance, anticipating total revenue growth of 15% to 22% and positive GAAP net income in H2 2025.
- Pombiliti + Opfolda expanded its global reach with regulatory approvals in Australia, Canada, and Japan in 2025, and is now reimbursed in 15 countries, adding 10 new countries this year.
Nov 4, 2025, 1:30 PM
Quarterly earnings call transcripts for AMICUS THERAPEUTICS.
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