Amicus Therapeutics Inc
NASDAQ:FOLD

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Amicus Therapeutics Inc
NASDAQ:FOLD
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Price: 9.9 USD 0.51% Market Closed
Market Cap: 3.1B USD

Amicus Therapeutics Inc
Investor Relations

In the ever-evolving landscape of biotech, Amicus Therapeutics Inc. stands as a beacon of innovation, rooted deeply in the realm of rare and orphan diseases. Founded with the mission to harness advanced therapies for conditions with limited treatment options, the company has carved a niche in developing treatments that hinge on cutting-edge science. Specifically, Amicus focuses on creating next-generation therapies involving chaperone proteins and genetic medicines. These specialized therapies work by stabilizing and enhancing the function of faulty proteins that are hallmarks of many genetic disorders, thereby directly addressing the underlying causes of these conditions. Their portfolio, prominently featuring Galafold (migalastat) for Fabry disease, exemplifies their approach—leveraging precision medicine to cater to patients who have been underserved by traditional pharmaceutical models.

Revenue generation for Amicus Therapeutics predominantly revolves around the commercialization of Galafold, which is approved in numerous global markets. Galafold offers a personalized approach, being targeted towards individuals with Fabry disease who possess amenable genetic mutations. This specificity not only underscores Amicus's commitment to precision therapeutics but also reinforces its competitive edge, as the treatment reduces the necessity for enzymatic replacement, a conventional route with broader systemic impacts. Beyond its current offerings, Amicus is strategically investing in its pipeline of gene therapies, aiming to provide breakthroughs in conditions like Pompe disease and other rare metabolic disorders. By enhancing existing therapies and fostering new breakthroughs, Amicus not only upholds its commitment to patient-centric solutions but also bolsters its financial sustainability through strategic innovation and market expansion.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 4, 2025
AI Summary
Q3 2025

Revenue Growth: Amicus delivered total revenue of $169.1 million in Q3 2025, up 19% year-over-year, driven by strong performance in Fabry and Pompe franchises.

Profitability: The company achieved GAAP profitability for the first time in 2025, reporting net income of $17.3 million, and expects to remain profitable for the second half of the year.

Product Momentum: Galafold saw a 13% year-over-year increase in patient demand, and Pombiliti/Opfolda revenue grew 45% year-over-year with strong new patient starts and geographic expansion.

Guidance Reaffirmed: Amicus reiterated its 2025 guidance for total revenue growth of 15%–22%, Galafold growth of 10%–15%, and Pombiliti/Opfolda growth of 50%–65%.

Pipeline Progress: The pivotal Phase III ACTION3 study for DMX-200 is over 90% enrolled and expected to complete enrollment by year-end, with further regulatory discussions planned.

Market Expansion: Pombiliti/Opfolda is now reimbursed in 15 countries with plans for further launches, supporting multiyear growth prospects.

Strong Cash Position: Cash, cash equivalents, and marketable securities increased to $263.8 million by quarter-end.

Key Financials
Revenue
$169.1 million
Galafold Revenue
$138.3 million
Pombiliti and Opfolda Revenue
$30.7 million
Net Income
$17.3 million
EPS
$0.06 per share
Cash, Cash Equivalents and Marketable Securities
$263.8 million
Cost of Goods Sold as a Percentage of Net Sales
12%
Operating Expenses
$115.3 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Bradley L. Campbell M.B.A.
CEO, President & Director
No Bio Available
Mr. Simon Nicolas Reade Harford
Chief Financial Officer
No Bio Available
Ms. Ellen S. Rosenberg J.D.
Chief Legal Officer & Corporate Secretary
No Bio Available
Mr. David M. Clark
Chief People Officer
No Bio Available
Dr. Jeffrey P. Castelli Ph.D.
Chief Development Officer
No Bio Available
Ms. Samantha Prout
Chief Accounting Officer & Controller
No Bio Available
Dr. Jill Weimer Ph.D.
Chief Science Officer
No Bio Available
Mr. Andrew Faughnan
Senior Director of Investor Relations
No Bio Available
Mr. Patrik S. Florencio Esq.
Global Chief Compliance & Risk Officer
No Bio Available
Ms. Diana Moore
Head of Global Corporate Communications
No Bio Available

Contacts

Address
PENNSYLVANIA
PHILADELPHIA
3675 Market Street
Contacts
+12159217600.0
www.amicusrx.com