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Amicus Therapeutics (FOLD) 주식 개요
생명공학 회사인 아미커스 테라퓨틱스는 미국과 전 세계에서 희귀 질환을 위한 신약을 발견, 개발, 공급하는 데 주력하는 회사입니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 FOLD에 대한 위험이 감지되지 않았습니다.
FOLD Community Fair Values
Create NarrativeSee what 41 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Amicus Therapeutics, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$14.49 |
| 52주 최고가 | US$14.50 |
| 52주 최저가 | US$5.51 |
| 베타 | 0.48 |
| 1개월 변동 | 0.42% |
| 3개월 변동 | 1.54% |
| 1년 변동 | 88.67% |
| 3년 변동 | 20.15% |
| 5년 변동 | 51.09% |
| IPO 이후 변동 | 0.42% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...주주 수익률
| FOLD | US Biotechs | US 시장 | |
|---|---|---|---|
| 7D | 0.2% | -0.5% | 0.5% |
| 1Y | 88.7% | 44.4% | 25.4% |
수익률 대 산업: FOLD은 지난 1년 동안 44.4%의 수익을 기록한 US Biotechs 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: FOLD은 지난 1년 동안 25.4%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| 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% |
안정적인 주가: FOLD는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: FOLD의 주간 변동성은 지난 1년간 6%에서 0%로 감소했습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2002 | 511 | Brad Campbell | amicusrx.com |
생명공학 회사인 아미커스 테라퓨틱스는 미국과 전 세계에서 희귀 질환을 위한 신약을 발견, 개발, 공급하는 데 주력하고 있습니다. 회사의 상용 제품 및 제품 후보로는 파브리병 진단이 확인된 성인 및 순응성 갈락토시다제 알파 유전자 변이를 가진 성인 치료를 위한 경구 투여 단일 요법인 갈라폴드, 후기 발병 폼페병 성인 환자를 위한 새로운 2성분 치료 프로그램인 폼빌리티+옵폴다, 국소 분절성 사구체 경화증(FSGS) 신장 질환 치료를 위한 중요한 3상 연구 중인 케모카인 수용체 2의 소분자 억제제인 DMX-200 등이 있다. 갈라폴드의 개발 및 상용화를 위해 글락소스미스클라인과 협력 및 라이선스 계약을 체결했으며, FSGS 및 기타 적응증 치료를 위한 DMX-200의 상용화를 위해 디메릭스 리미티드와 협력 및 라이선스 계약을 체결했습니다.
Amicus Therapeutics, Inc. 기초 지표 요약
| FOLD 기초 통계 | |
|---|---|
| 시가총액 | US$4.55b |
| 순이익 (TTM) | -US$27.11m |
| 매출 (TTM) | US$634.21m |
7.2x
주가매출비율(P/S)-167.8x
주가수익비율(P/E)FOLD는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| FOLD 손익계산서 (TTM) | |
|---|---|
| 매출 | US$634.21m |
| 매출원가 | US$72.93m |
| 총이익 | US$561.28m |
| 기타 비용 | US$588.39m |
| 순이익 | -US$27.11m |
최근 보고된 실적
Dec 31, 2025
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -0.086 |
| 총이익률 | 88.50% |
| 순이익률 | -4.27% |
| 부채/자본 비율 | 143.2% |
FOLD의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/04/29 09:06 |
| 종가 | 2026/04/24 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Amicus Therapeutics, Inc.는 23명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Eade | Argus Research Company |
| Michael Ulz | Baird |
| Zhiqiang Shu | Berenberg |