Should Amicus Therapeutics' (FOLD) Breakthrough to Profitability Prompt a Rethink From Investors?

• Amicus Therapeutics achieved GAAP profitability in Q3 2025, driven by continued global sales growth of its rare disease treatments Galafold and Pombiliti + Opfolda.
• This marks a meaningful milestone for the company, highlighting growing commercial momentum and signaling progress toward potential regulatory approvals and product pipeline expansion.
• As Amicus Therapeutics reaches profitability, we'll explore how this milestone and robust sales uptake shape the company's investment narrative.

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Amicus Therapeutics Investment Narrative Recap

To be a shareholder in Amicus Therapeutics, you must believe in the sustained growth potential of its rare disease portfolio, particularly Galafold and Pombiliti + Opfolda. The company’s achievement of GAAP profitability in Q3 2025 is a meaningful milestone, but it does not materially change the most important short-term catalyst, the upcoming Phase 3 trial results for DMX-200. However, the biggest risk remains heavy dependence on a limited product lineup, which means any setback could affect revenue stability. Among recent announcements, the company’s entry into a $400 million senior secured term loan in October 2025 stands out as especially relevant. While this provides liquidity for ongoing operations and expansion amid the profitability milestone, it also underscores continued caution around cash flow and potential future financial obligations in the context of new product launches and regulatory submissions. In contrast, investors should also be mindful that Amicus’s reliance on just a few therapies means that if market penetration slows or new competitors emerge, then …

Read the full narrative on Amicus Therapeutics (it's free!)

Amicus Therapeutics' narrative projects $995.5 million revenue and $234.9 million earnings by 2028. This requires 20.3% yearly revenue growth and a $273 million earnings increase from the current -$38.1 million.

Uncover how Amicus Therapeutics' forecasts yield a $15.60 fair value, a 63% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided four fair value estimates for Amicus, ranging from US$13.96 to US$54.88 per share. While these perspectives highlight just how differently investors view the company’s prospects, remember that dependency on a narrow product base still dominates the risk discussion.

Explore 4 other fair value estimates on Amicus Therapeutics - why the stock might be worth just $13.96!

Build Your Own Amicus Therapeutics Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Amicus Therapeutics research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Amicus Therapeutics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Amicus Therapeutics' overall financial health at a glance.

No Opportunity In Amicus Therapeutics?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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