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Amicus Therapeutics (FOLD) Resumen de Acciones
Amicus Therapeutics, Inc. es una empresa de biotecnología dedicada al descubrimiento, desarrollo y distribución de nuevos medicamentos para enfermedades raras en Estados Unidos y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en FOLD a partir de nuestros controles de riesgos.
FOLD Community Fair Values
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Analyst Price Targets
Competidores de Amicus Therapeutics, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$14.49 |
| Máximo en las últimas 52 semanas | US$14.50 |
| Mínimo de 52 semanas | US$5.51 |
| Beta | 0.48 |
| Cambio en 1 mes | 0.42% |
| Variación en 3 meses | 1.54% |
| Cambio de 1 año | 88.67% |
| Variación en 3 años | 20.15% |
| Variación en 5 años | 51.09% |
| Variación desde la OPV | 0.42% |
Noticias y actualizaciones recientes
Actualización de narrativa • Apr 18
FOLD: Acquisition Vote And Buyer Franchise Shifts Will Shape Risk Balance
Analysts held their fair value estimate for Amicus Therapeutics steady at $14.50, while making only small tweaks to discount rate and long term P/E assumptions as they weighed both updated views on BioMarin's Voxzogo franchise and the expected closing of the Amicus acquisition in upcoming quarters. Analyst Commentary Street research around the pending Amicus and BioMarin combination is mixed, with price target changes on BioMarin reflecting updated views on the Voxzogo franchise, competitive risk, and the role of Amicus in the combined company.Actualización de narrativa • Apr 03
FOLD: Acquisition Vote And Rare Disease Franchise Outlook Will Guide Risk Balance
Analysts have made only a marginal adjustment to their Amicus Therapeutics price target, keeping fair value at $14.50 while tweaking underlying assumptions on growth, profitability and long term P/E to reflect updated views around the planned BioMarin acquisition and related rare disease franchise expectations. Analyst Commentary Street research around the proposed BioMarin acquisition gives you a clearer picture of what is influencing sentiment on Amicus, with views split between confidence in the rare disease platform and caution around specific product and execution risks.Actualización de narrativa • Mar 20
FOLD: Acquisition Vote And Mixed BioMarin Outlook Will Shape Future Risk Balance
Narrative Update on Amicus Therapeutics The latest analyst work has kept the fair value estimate for Amicus Therapeutics steady at $14.50, with only modest tweaks to assumptions such as discount rate, revenue growth, profit margin, and future P/E as analysts factor in recent Street research around the planned BioMarin acquisition and its expected impact on the combined business. Analyst Commentary Street research around the BioMarin and Amicus tie up is giving investors a mixed set of signals, with most of the detailed commentary aimed at BioMarin but clearly informed by expectations for the combined company once the acquisition closes.Actualización de narrativa • Mar 06
FOLD: Acquisition Progress And Mixed BioMarin Outlook Will Shape Measured Risk Profile
Analysts have modestly adjusted their outlook on Amicus Therapeutics, keeping fair value around $14.50 while slightly revising assumptions on discount rate, revenue growth, profit margin, and future P/E as they factor in the evolving acquisition narrative with BioMarin and recent Street research commentary. Analyst Commentary Street research around the BioMarin acquisition has focused heavily on how Amicus might fit into a larger rare disease portfolio, and what that could mean for valuation, execution risk, and longer term growth optionality.Actualización de narrativa • Feb 19
FOLD: BioMarin Deal Terms And Sector Caution Will Shape Balanced Outlook
Analysts have adjusted their price target for Amicus Therapeutics to $14.50, reflecting updated assumptions for the discount rate and future P/E while keeping fair value unchanged at $14.50, as recent Street research has prompted a more cautious stance on the sector. Analyst Commentary Street research around rare disease names has turned more cautious, and that is feeding into how analysts frame Amicus Therapeutics at the current US$14.50 fair value.Recent updates
Actualización de narrativa • Apr 18
FOLD: Acquisition Vote And Buyer Franchise Shifts Will Shape Risk Balance
Analysts held their fair value estimate for Amicus Therapeutics steady at $14.50, while making only small tweaks to discount rate and long term P/E assumptions as they weighed both updated views on BioMarin's Voxzogo franchise and the expected closing of the Amicus acquisition in upcoming quarters. Analyst Commentary Street research around the pending Amicus and BioMarin combination is mixed, with price target changes on BioMarin reflecting updated views on the Voxzogo franchise, competitive risk, and the role of Amicus in the combined company.Actualización de narrativa • Apr 03
FOLD: Acquisition Vote And Rare Disease Franchise Outlook Will Guide Risk Balance
Analysts have made only a marginal adjustment to their Amicus Therapeutics price target, keeping fair value at $14.50 while tweaking underlying assumptions on growth, profitability and long term P/E to reflect updated views around the planned BioMarin acquisition and related rare disease franchise expectations. Analyst Commentary Street research around the proposed BioMarin acquisition gives you a clearer picture of what is influencing sentiment on Amicus, with views split between confidence in the rare disease platform and caution around specific product and execution risks.Actualización de narrativa • Mar 20
FOLD: Acquisition Vote And Mixed BioMarin Outlook Will Shape Future Risk Balance
Narrative Update on Amicus Therapeutics The latest analyst work has kept the fair value estimate for Amicus Therapeutics steady at $14.50, with only modest tweaks to assumptions such as discount rate, revenue growth, profit margin, and future P/E as analysts factor in recent Street research around the planned BioMarin acquisition and its expected impact on the combined business. Analyst Commentary Street research around the BioMarin and Amicus tie up is giving investors a mixed set of signals, with most of the detailed commentary aimed at BioMarin but clearly informed by expectations for the combined company once the acquisition closes.Actualización de narrativa • Mar 06
FOLD: Acquisition Progress And Mixed BioMarin Outlook Will Shape Measured Risk Profile
Analysts have modestly adjusted their outlook on Amicus Therapeutics, keeping fair value around $14.50 while slightly revising assumptions on discount rate, revenue growth, profit margin, and future P/E as they factor in the evolving acquisition narrative with BioMarin and recent Street research commentary. Analyst Commentary Street research around the BioMarin acquisition has focused heavily on how Amicus might fit into a larger rare disease portfolio, and what that could mean for valuation, execution risk, and longer term growth optionality.Actualización de narrativa • Feb 19
FOLD: BioMarin Deal Terms And Sector Caution Will Shape Balanced Outlook
Analysts have adjusted their price target for Amicus Therapeutics to $14.50, reflecting updated assumptions for the discount rate and future P/E while keeping fair value unchanged at $14.50, as recent Street research has prompted a more cautious stance on the sector. Analyst Commentary Street research around rare disease names has turned more cautious, and that is feeding into how analysts frame Amicus Therapeutics at the current US$14.50 fair value.Actualización de narrativa • Feb 05
FOLD: BioMarin Deal Terms And 2025 Execution Will Shape Balanced Outlook
Narrative Update on Amicus Therapeutics Analysts have trimmed their price target for Amicus Therapeutics from US$14.80 to US$14.50, citing updated assumptions around discount rates, revenue growth, profit margins, and a slightly lower future P/E multiple following recent research updates on the sector. Analyst Commentary Recent research on Amicus Therapeutics has focused on how its current valuation lines up with execution risk and growth expectations, particularly in light of sector wide revisions that have led to a modest trim in the price target.Actualización de narrativa • Jan 21
FOLD: BioMarin Sale Terms And 2025 Profitability Milestones Will Guide Upside
Analysts have modestly revised their price target for Amicus Therapeutics to US$14.80, reflecting updated assumptions around the discount rate, expected revenue growth, profit margins and future P/E that remain broadly consistent with prior estimates. Analyst Commentary Bullish Takeaways Bullish analysts view the revised US$14.80 target as consistent with their existing thesis, noting that the updated discount rate and P/E assumptions still support the current valuation framework.Actualización de narrativa • Jan 07
FOLD: Sale To BioMarin And 2025 Profit Outlook Will Define Upside
Analysts have trimmed their price target for Amicus Therapeutics to US$14.80 from US$15.60, reflecting slightly more cautious assumptions on revenue growth, profit margins and future P/E multiples. What's in the News BioMarin Pharmaceutical agreed to acquire Amicus Therapeutics for US$4.7b in cash, valuing the company at US$14.50 per share.
Actualización de narrativa • Dec 13
FOLD Galafold IP Outcomes Will Support Upside Repricing In This Undervalued Rare-Disease Name
Analysts have modestly trimmed their fair value estimate on Amicus Therapeutics from $22.00 to $21.00 per share, reflecting slightly lower long term growth and profitability assumptions, even as recent Buy ratings and supportive views on the Galafold IP outlook underpin a still constructive stance on the stock. Analyst Commentary Bullish analysts highlight that recent rating upgrades and target prices continue to signal confidence in Amicus Therapeutics valuation, even with slightly tempered long term assumptions.Seeking Alpha • Nov 11
Amicus Therapeutics: Moving Towards Consistent Profitability
Summary Amicus Therapeutics (FOLD) is progressing toward profitability, driven by strong Q3 results and expanding global approvals for its rare disease therapies. FOLD's revenue grew 19.5% year-over-year, with Galafold and Pombiliti + Opfolda showing robust sales growth and management reaffirming FY2025 guidance. Amicus recently added DMX-200 to pipeline, licensing it from Dimerix, and targets FSGS, a rare kidney disease, and could add significant future growth potential for FOLD. An updated analysis around Amicus Therapeutics follows in the paragraphs below. Read the full article on Seeking AlphaActualización de narrativa • Nov 03
FOLD: Key Patent Win Will Sustain Long-Term Product Exclusivity
Amicus Therapeutics' analyst price target has increased modestly to $15.60 per share, as analysts cite recent legal developments and upgraded ratings. These factors underscore the company's improving outlook.Actualización de narrativa • Oct 20
Improved Diagnostics And Genomics Will Broaden Treatment Access
Analysts have raised their price target for Amicus Therapeutics from $15.36 to $15.60 per share, citing an improved revenue growth outlook, higher profit margin estimates, and recent positive developments in the company's intellectual property litigation. Analyst Commentary Recent analyst updates highlight a mix of optimism and lingering caution regarding Amicus Therapeutics’ future prospects.Actualización de narrativa • Oct 06
Improved Diagnostics And Genomics Will Broaden Treatment Access
The analyst price target for Amicus Therapeutics was revised downward by $0.73 to $15.36 per share. Analysts cite mixed industry dynamics and recent legal updates influencing valuation assumptions.Artículo de análisis • Aug 24
There's No Escaping Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Muted Revenues Despite A 26% Share Price Rise
The Amicus Therapeutics, Inc. ( NASDAQ:FOLD ) share price has done very well over the last month, posting an excellent...Artículo de análisis • Jul 31
Is Amicus Therapeutics (NASDAQ:FOLD) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Nueva narrativa • May 06
Dimerix Collaboration Will Open Opportunities In US And Europe
Strategic partnerships, robust product launches, and market diversification are key drivers of expected future revenue growth for Amicus Therapeutics.Artículo de análisis • Apr 11
Amicus Therapeutics, Inc. (NASDAQ:FOLD) Not Doing Enough For Some Investors As Its Shares Slump 27%
The Amicus Therapeutics, Inc. ( NASDAQ:FOLD ) share price has fared very poorly over the last month, falling by a...Artículo de análisis • Mar 27
Is Amicus Therapeutics (NASDAQ:FOLD) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Mar 17
Amicus Therapeutics Is Very Attractive At Current Prices (Rating Upgrade)
Summary Amicus Therapeutics, Inc., with two approved rare-disease therapies, shows strong revenue growth and market potential despite a 30% stock decline since 2021. Galafold and Pombiliti+Opfolda are driving revenue, with significant market share and potential label expansions, targeting $1bn revenue by 2028. The company has a solid financial position, minimal near-term competition, and a favorable patent settlement with Teva, ensuring market exclusivity until 2037. Despite a limited pipeline, Amicus's commercial strategy and growth prospects make FOLD stock an attractive BUY at current prices. Read the full article on Seeking AlphaArtículo de análisis • Dec 30
Investors Aren't Buying Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Revenues
You may think that with a price-to-sales (or "P/S") ratio of 5.8x Amicus Therapeutics, Inc. ( NASDAQ:FOLD ) is a stock...Seeking Alpha • Dec 27
Amicus Therapeutics: Cheap Heading Into 2025
Summary Amicus Therapeutics, Inc.'s shares are down 15% recently despite a profitable Q3 2024 and raised FY2024 outlook, potentially due to market overreaction. The company markets Galafold for Fabry disease and Pombiliti + Opfolda for Pompe disease. Galafold dominates its market segment, and a licensing deal with Teva de-risks future growth, positioning it for a continued revenue increase. Analyst firms are optimistic on the stock, with multiple Buy ratings and price targets up to $21, expecting significant revenue growth through FY2028. An updated analysis around Amicus Therapeutics follows in the paragraphs below. Read the full article on Seeking AlphaArtículo de análisis • Nov 10
Here's Why Amicus Therapeutics (NASDAQ:FOLD) Has A Meaningful Debt Burden
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Oct 18
Amicus: Teva Settlement Clears Revenue Path Forward For Galafold
Summary Amicus Therapeutics settled litigation with Teva, preventing a generic version of Galafold for Fabry Disease until 2037, ensuring revenue growth. Pombiliti + Opfolda approved for late-onset Pompe Disease, with potential label expansion to children and infants with successful studies, boosting market opportunity. Galafold sales grew 17% YoY to $110.8 million in Q2 of 2024, with full-year 2024 revenue growth guidance raised to 14%-18%. The global Pompe Disease treatment market size is projected to grow to $1.53 billion by 2032. Read the full article on Seeking AlphaSeeking Alpha • Sep 29
'Boring' Amicus Therapeutics Is Making Progress
Summary Amicus Therapeutics is making steady progress towards promised profitability, driven by the continued growth of Galafold and the launch of Pombiliti+Opfolda. The "beat-and-raise" guidance profile is missing this year and could partially explain the lack of the year-to-date share price momentum. Pombiliti+Opfolda's launch is progressing well, with patients switching from both Nexviazyme and Lumizyme. Amicus is transitioning to a profitable biopharma, with potential for future R&D investments as it can't solely rely on current products long term. Read the full article on Seeking AlphaSeeking Alpha • Aug 16
Amicus Therapeutics: A Compelling Investment In The Rare Disease Biotech Sector
Summary Amicus Therapeutics focuses on rare diseases like Fabry and Pompe, with Galafold and Pombiliti as main value drivers. Galafold is the only oral treatment for Fabry disease, stabilizing the alpha-Gal A enzyme and capturing significant market share. Pombiliti, combined with Opfolda, treats late-onset Pompe disease, showing strong adoption and receiving multiple awards for its efficacy. FOLD trades at a premium, but its promising cash flow potential and revenue growth trajectory make it a reasonable GARP stock. Despite revenue concentration risks, FOLD's outlook looks favorable, so I rate it a "strong buy" for investors who understand biotech risks. Read the full article on Seeking AlphaArtículo de análisis • Jul 02
Little Excitement Around Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Revenues
With a price-to-sales (or "P/S") ratio of 6.9x Amicus Therapeutics, Inc. ( NASDAQ:FOLD ) may be sending bullish signals...Artículo de análisis • Jun 06
Here's Why Amicus Therapeutics (NASDAQ:FOLD) Can Afford Some Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • May 20
Amicus Therapeutics: Too Cheap At Under $10 A Share
Summary Amicus Therapeutics has recently seen its shares slide under $10, despite strong revenue growth. The company's products, Galafold and Pombiliti + Opfolda, have significant sales potential and are seeing good sales traction. Analyst firms are also largely positive on the company's prospects. An analysis of Amicus Therapeutics is presented in the paragraphs below. Read the full article on Seeking AlphaArtículo de análisis • Mar 27
Amicus Therapeutics, Inc. (NASDAQ:FOLD) Looks Inexpensive But Perhaps Not Attractive Enough
With a price-to-sales (or "P/S") ratio of 8.5x Amicus Therapeutics, Inc. ( NASDAQ:FOLD ) may be sending bullish signals...Seeking Alpha • Feb 29
Amicus Therapeutics: Expect Improved Commercial Momentum In 2024
Summary Amicus Therapeutics should deliver strong topline growth with expanding margins and increasing cash flows in 2024. Galafold should continue to be a decent growth contributor but the launch of Pombiliti+Opfolda is the key growth driver in 2024 and the following years. Pombiliti+Opfolda is off to a solid start, although the majority of commercial patients were those switching from Amicus' clinical trials. The combination of strong top and bottom line growth should attract a different kind of investor going forward. Read the full article on Seeking AlphaArtículo de análisis • Dec 19
Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Share Price Could Signal Some Risk
It's not a stretch to say that Amicus Therapeutics, Inc.'s ( NASDAQ:FOLD ) price-to-sales (or "P/S") ratio of 10x right...Artículo de análisis • Jul 06
Amicus Therapeutics (NASDAQ:FOLD) Is Carrying A Fair Bit Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • May 14
Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Revenues Are Not Doing Enough For Some Investors
You may think that with a price-to-sales (or "P/S") ratio of 9.5x Amicus Therapeutics, Inc. ( NASDAQ:FOLD ) is a stock...Rentabilidad de los accionistas
| FOLD | US Biotechs | Mercado US | |
|---|---|---|---|
| 7D | 0.2% | -0.5% | 0.5% |
| 1Y | 88.7% | 44.4% | 25.4% |
Rentabilidad vs. Industria: FOLD superó a la industria US Biotechs, que obtuvo un rendimiento del 44.4% el año pasado.
Rentabilidad vs. Mercado: FOLD superó al mercado US, que obtuvo un rendimiento del 25.4% el año pasado.
Volatilidad de los precios
| FOLD volatility | |
|---|---|
| FOLD Average Weekly Movement | 0.2% |
| Biotechs Industry Average Movement | 10.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: FOLD no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de FOLD ha disminuido de 6% a 0% en el último año.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2002 | 511 | Brad Campbell | amicusrx.com |
Amicus Therapeutics, Inc, empresa de biotecnología, se dedica a descubrir, desarrollar y suministrar medicamentos novedosos para enfermedades raras en Estados Unidos y a escala internacional. Los productos comerciales y candidatos de la empresa consisten en Galafold, una monoterapia administrada por vía oral para el tratamiento de adultos con diagnóstico confirmado de enfermedad de Fabry y una variante susceptible del gen de la galactosidasa alfa; Pombiliti + Opfolda, un novedoso programa de tratamiento de dos componentes para adultos con enfermedad de Pompe de inicio tardío; y DMX-200, un inhibidor de moléculas pequeñas del receptor 2 de quimiocinas que se encuentra en un estudio pivotal de fase 3 para el tratamiento de la enfermedad renal glomeruloesclerosis focal y segmentaria (GEFS). Tiene acuerdos de colaboración y licencia con GlaxoSmithKline para desarrollar y comercializar Galafold; y con Dimerix Limited para la comercialización de DMX-200 para el tratamiento de la GEFS y otras indicaciones.
Resumen de fundamentos de Amicus Therapeutics, Inc.
| Estadísticas fundamentales de FOLD | |
|---|---|
| Capitalización bursátil | US$4.55b |
| Beneficios(TTM) | -US$27.11m |
| Ingresos (TTM) | US$634.21m |
7.2x
Ratio precio-ventas (PS)-167.8x
Ratio precio-beneficio (PE)¿Está FOLD sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de FOLD | |
|---|---|
| Ingresos | US$634.21m |
| Coste de los ingresos | US$72.93m |
| Beneficio bruto | US$561.28m |
| Otros gastos | US$588.39m |
| Beneficios | -US$27.11m |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -0.086 |
| Margen bruto | 88.50% |
| Margen de beneficio neto | -4.27% |
| Ratio deuda/patrimonio | 143.2% |
¿Cómo se ha desempeñado FOLD a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/04/29 08:39 |
| Precio de las acciones al final del día | 2026/04/24 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Amicus Therapeutics, Inc. está cubierta por 23 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| John Eade | Argus Research Company |
| Michael Ulz | Baird |
| Zhiqiang Shu | Berenberg |