Hello my dears,
Due to the increasing momentum, I have taken a closer look at Amicus $FOLD under the microscope for you.
When looking at the key figures, I asked myself
" Why is momentum only now emerging? "
Because the multiples are pleasing. An increase in net profit of 1,439.97 % is not something you see every day. It's great to see how free cash flow and the EBIT margin will increase over the next few years.
And the P/E ratio for 2027 falls to 18.4.
My dears, you have to look several times to see that.
What do you think
" Is the momentum continuing and has the pearl been discovered?" ????
I look forward to everyone's views in the comments.
@TomTurboInvest
@Multibagger
@Klein-Anleger1
@Liebesspieler
@TradingHase
Performance of the Amicus Therapeutics share
I-
week +1.79 %
1M +9,62 %
3M +25,74 %
6M +58,33 %
Year-to-date -7.57 %
Amicus Therapeutics, Inc. is a biotechnology company focused on the discovery, development and delivery of novel drugs for rare diseases. Its two marketed therapies are Galafold, the first orally administered monotherapy for people with Fabry disease who have susceptible genetic variants, and Pombiliti + Opfolda, a novel treatment to enhance uptake of the active enzyme into key disease-relevant tissues for adults suffering from late-stage Pompe disease. As an orally administered monotherapy, Galafold is designed to bind to and stabilize an endogenous alpha-galactosidase A (alpha-gal A) enzyme in patients with genetic variants identified as amenable in a Good Laboratory Practice (GLP) cell-based amenability test. Pombiliti + Opfolda consists of a uniquely designed rhGAA enzyme, cipaglucosidase alfa-atga, with an optimized carbohydrate structure to enhance lysosomal uptake, administered in combination with miglustat, which acts as an enzyme stabilizer.
Number of employees: 499
Total sales of over USD 1 billion expected in financial year 2028
Strategic priorities 2025
Achieve total sales growth of 15-22% at constant exchange rates
Double-digit Galafold® sales growth of 10-15% at constant exchange rates
Pombiliti®+ Opfolda® sales growth of 50-65% at constant exchange rates
Advance ongoing Fabry, Pompe and FSGS studies
Achieve positive GAAP net income in the second half of 2025
USD in millions
Estimates
Year
Turnover
Change in
2025 629,2 19,1 %
2026 744,1 18,25 %
2027 880,6 18,34 %
Year
Net result
Change in
2025 -6,25 88,86 %
2026 83,75 1.439,97 %
2027 167,8 100,36 %
Year
Free cash flow
Change in
2025 4 110,68 %
2026 312 7.700,93 %
2027 276,9 -11,27 %
Year
EBIT margin
ROE
2025 8 % 28,7 %
2026 18,74 % 54,7 %
2027 27,22 %
Year
P/E RATIO
2025 -530x
2026 36,7x
2027 18,4x
Market value 3,039
Breakthrough therapies advance as the burden of rare diseases increases in ageing populations
December 04, 2025, 08:30 ET | Source: BioMedWire
Durchbruch-Therapien machen Fortschritte, da die Belastung seltener Krankheiten wächst
Wall Street analysts suggest Amicus Therapeutics (FOLD) could rise 58.46%
Overview of Fabry disease Leading causes of death TRANSITORIAL ISCHEMIC ATTACK (TIA) & STROKE1 KIDNEY DISEASE3 - Protein in urine - Decreased kidney function - Kidney failure HEART DISEASE2 - Irregular heartbeat (fast or slow) - Heart attack or heart failure - Enlarged heart Life-limiting symptoms GASTROINTESTINAL3 - Nausea, Vomiting, cramps, diarrhea - Pain/fullness after eating, rapid satiety - Constipation - Difficulty managing weight PAIN3 FATIGUE3 ANHIDROSE3 1 Desnick R, et al. Ann Intern Med. 2003 2 Yousef Z, et al. Eur Heart J. 2013 3 Germain D. Orphanet J Rare Dis. 2010 Fabry is a rare inherited genetic disorder caused by a mutation in the GLA gene and a deficiency of the enzyme α-Gal A. >1,000 known mutations >18,000 diagnosed cases worldwide X-linked dominant disorder that leads to the diagnosis of several family members.
The number of people receiving Fabry treatment has more than doubled since 2015.
Success of Galafold (as of September 30, 2025) Only approved oral treatment for Fabry disease and standard therapy for patients with appropriate variants A unique mechanism of action for Fabry patients with appropriate variants
Long-term prospects: Clear path to over $1 billion in Galafold sales
Overview of Pompe disease
Late-onset Pompe disease is a rare, inherited genetic disorder caused by a mutation in the GAA gene and a deficiency in the enzyme α-glucosidase.
~5,000-10,000 people diagnosed worldwide
- Respiratory failure is a major cause of mortality.
- GAA deficiency leading to lysosomal glycogen accumulation and cell dysfunction
- Symptoms include systemic muscle weakness that worsens over time
- Significantly underdiagnosed
- ~$1.5 billion+ in global Pompe-ERT sales
Global Pompe Market
- Growth in the global Pompe disease market continues to be driven by the diagnosis of new patients.
- Global Pompe market of approximately $1.5 billion in 2024 and expected to exceed $2 billion by 2029
- More than 4,000 Pompe patients are estimated to be treated with ERT3 worldwide
Pombiliti + Opfolda Profile The only two-component therapy for the treatment of Pompe disease
Phase 3 PROPEL study showed average improvement in 6MWD and stabilization of FVC in patients switching from standard therapy.
Pombiliti + Opfolda performance Q3 2025
Pombiliti + Opfolda reported sales of $30.7m (+42% at CER)
- Strong year-on-year sales growth in Q3 - Increasing depth and breadth of prescribers - Doubling the number of new treatments (outside the US) in the first 9 months of 2025 compared to FY 2024 - Doubling the number of conversions to avalglucosidase alfa in the first 9 months of 2025 compared to FY 2024
- Growth in the second half of 2025 driven by - Benefits of new patient access in existing and newly launched markets - Growing evidence from RWE2 supporting switching from both alternative therapies
- Reaffirmation of growth guidance for Pombiliti + Opfolda in FY 2025 of 50-65% at constant exchange rates
Pombiliti + Opfolda expansion Approved in Australia and Canada in Q1 2025 Approved in Japan in June 2025
Now reimbursed in 15 countries, with 10 more countries to be added in 2025, providing access for around 2,400 treated patients First commercial patients in 8 new countries since the beginning of the year Pombiliti + Opfolda selected as preferred treatment for adults with LOPD in the Netherlands
Exclusive US license agreement with Dimerix deal adds significant value to Amicus today and aligns with Amicus' strategy to leverage our commercial infrastructure for rare diseases with a promising late-stage program.
Focal segmental glomerulosclerosis (FSGS) is a rare and fatal kidney disease that affects more than 40,000 people in the U.S. and for which there are no approved treatments
DMX-200 is a Phase 3 program with orphan drug status in development for a disease with potential for a blockbuster market in the USA.
The ACTION3 trial is well underway with positive interim analysis2 and agreement with the FDA to use proteinuria as the primary endpoint.
Structured in-licensing agreement with moderate initial payments and downstream success-based milestones and tiered royalties
