What Does Amicus Therapeutics (FOLD) Do? — Stock Outlook, Earnings, Market Cap, Related Stocks & Headquarters Summary
A rare-disease-focused biotech that has commercialized Galafold, an oral therapy for Fabry disease, and a treatment for Pompe disease, growing revenue by more than 20% year over year.
Subscribe🏢 What kind of company is Amicus Therapeutics?
Amicus Therapeutics is a rare-disease-focused biotech company headquartered in Cranbury, New Jersey, USA. Founded in 2002, it develops and commercializes innovative therapies centered on rare metabolic diseases.
Its main commercial products are Galafold, an oral treatment for Fabry disease, and Pombiliti+Opfolda for the treatment of late-onset Pompe disease. The company sells these products in global markets, including the United States.
💰 How does it make money?
| Business segment | Revenue share | Description |
|---|---|---|
| Galafold | About 65% | Oral Fabry disease therapy, approved in more than 50 countries worldwide |
| Pombiliti+Opfolda | About 35% | Two-component treatment regimen for late-onset Pompe disease, growing rapidly |
Recent annual revenue stands at $634.2M, with a sales growth rate of +20.1%. The operating margin, a profitability metric, is at the 5.4% level, and the ongoing global rollout of the Pompe disease therapy is driving revenue growth.
📐 Market cap and company scale
Market capitalization is $4.5B, roughly About 2% of Samsung Electronics' market cap. The company employs 511 people people.
It is a mid-cap pharmaceutical company that has secured a distinct position in the rare-disease biotech space, with a total headcount of 511 people.
📈 Amicus Therapeutics outlook and stock performance
1-Year Price Performance
Analyst Consensus
52-Week Price RangeExpanded global launches of Pombiliti+Opfolda and steady growth of Galafold are driving an earnings improvement. The rare-disease market features small patient populations but is characterized by high drug pricing and long-term prescriptions, forming a stable revenue base. Current EPS is at $-0.09, and ROE is at the -11.6% level.
In its pipeline, DMX-200 for the treatment of FSGS (focal segmental glomerulosclerosis), a kidney disease, is in Phase 3 clinical trials, and the company is also exploring label expansions for additional indications.
⚔️ Key strengths and risks
The successful commercialization of two rare-disease therapies is a strength, but a limited product portfolio and competitive risks remain.
💪 Key strengths
⚠️ Key risks
🔄 Competitors and related (beneficiary) stocks
Amicus Therapeutics' main competitors include Sanofi and BioMarin, which hold therapies for Fabry and Pompe disease. Related stocks in the rare-disease biotech space include Ultragenyx and Alexion (an AstraZeneca subsidiary).
Competitors| Ticker | Company | Price | Change | Market Cap | P/E | PBR | ROE | Dividend Yield |
|---|---|---|---|---|---|---|---|---|
| SNY | Sanofi ADR | $42.77 | +0.1% | $101.9B | 22.0 | 1.3 | 5.7% | 5.72% |
 BMRN | Biomarin Pharmaceutical Inc | $65.68 | +0.3% | $12.7B | 177.1 | 2.0 | 1.18% | - |
 RARE | Ultragenyx Pharmaceutical Inc | $14.30 | -0.7% | $1.4B | - | - | -656.54% | - |
Related stocks (beneficiaries)| Ticker | Company | Price | Change | Market Cap | P/E | PBR | ROE | Dividend Yield |
|---|---|---|---|---|---|---|---|---|
| VRTX | Vertex Pharmaceuticals Inc | $515.44 | +0.2% | $130.6B | 30.0 | 6.5 | 23.54% | - |
| REGN | Regeneron Pharmaceuticals Inc | $781.49 | -1.5% | $80.5B | 19.3 | 2.5 | 14.04% | 0.5% |
✅ Investor checklist
If you are considering investing in Amicus Therapeutics, review the key points below.
| Checklist item | What to verify | Current status |
|---|---|---|
| Pombiliti revenue growth | Check quarterly revenue growth of Pombiliti+Opfolda and progress of launches in new countries | Global rollout ongoing |
| Profitability inflection | Assess the timing of an operating profit turnaround and free cash flow improvement | Profitability improving alongside revenue growth |
| Pipeline progress | Check DMX-200 Phase 3 results and plans for additional indication expansion | FSGS therapy clinical trials in progress |
| Market share | Monitor market share trends versus competing therapies in the Fabry and Pompe disease markets | Share expanding on the back of oral therapy convenience |
Launches of next-generation therapies by large pharmaceutical companies and advances in gene therapy technology could threaten the market position of existing products. In addition, due to the limited number of products, any clinical trial failure or regulatory issue could have a significant impact on corporate value.
Amicus Therapeutics is a biotech company that has successfully commercialized innovative therapies in the rare-disease markets of Fabry and Pompe disease. While high revenue growth and pipeline expansion are expected, product concentration risk and competition with large pharmaceutical companies warrant continued attention.
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