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Amicus Therapeutics, Inc.NasdaqGM:FOLD Aktierapport

Marknadsvärde US$4.5b
Aktiekurs
US$14.49
US$14.5
0.07% undervärderad intrinsisk rabatt
1Y88.7%
7D0.2%
Portföljens värde
Utsikt

Amicus Therapeutics, Inc.

NasdaqGM:FOLD Aktierapport

Börsvärde: US$4.5b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Amicus Therapeutics (FOLD) Aktievy

Amicus Therapeutics, Inc. är ett bioteknikföretag som fokuserar på att upptäcka, utveckla och leverera nya läkemedel för sällsynta sjukdomar i USA och internationellt. Mer information

FOLD fundamental analys
Snöflinga Score
Värdering3/6
Framtida tillväxt4/6
Tidigare resultat0/6
Finansiell hälsa5/6
Utdelningar0/6

FOLD Community Fair Values

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Amicus Therapeutics, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Amicus Therapeutics
Historiska aktiekurser
Aktuell aktiekursUS$14.49
52 veckors högstaUS$14.50
52 veckors lägstaUS$5.51
Beta0.48
1 månads förändring0.42%
3 månaders förändring1.54%
1 års förändring88.67%
3 års förändring20.15%
5 års förändring51.09%
Förändring sedan börsintroduktionen0.42%

Senaste nyheter och uppdateringar

Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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

Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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 Alpha
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
User avatar
Ny analys 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.
Analysartikel 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...
Analysartikel 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 Alpha
Analysartikel 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 Alpha
Analysartikel 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Analysartikel 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...
Analysartikel 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 Alpha
Analysartikel 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 Alpha
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Aktieägarnas avkastning

FOLDUS BiotechsUS Marknad
7D0.2%1.5%1.5%
1Y88.7%41.7%25.5%

Avkastning vs industri: FOLD översteg US Biotechs branschen som gav 41.7 % under det senaste året.

Avkastning vs Marknaden: FOLD översteg US marknaden som gav 25.5 % under det senaste året.

Prisvolatilitet

Is FOLD's price volatile compared to industry and market?
FOLD volatility
FOLD Average Weekly Movement0.2%
Biotechs Industry Average Movement10.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.0%
10% least volatile stocks in US Market3.2%

Stabil aktiekurs: FOLD har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: FOLD s veckovolatilitet har minskat från 6% till 0% under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
2002511Brad Campbellamicusrx.com

Amicus Therapeutics, Inc. är ett bioteknikföretag som fokuserar på att upptäcka, utveckla och leverera nya läkemedel för sällsynta sjukdomar i USA och internationellt. Bolagets kommersiella produkt och produktkandidater består av Galafold, en oralt administrerad monoterapi för behandling av vuxna med en bekräftad diagnos av Fabrys sjukdom och en mottaglig galaktosidas alfa-genvariant; Pombiliti + Opfolda, ett nytt tvåkomponentsbehandlingsprogram för vuxna som lever med Pompes sjukdom med sen debut; och DMX-200, en småmolekylär hämmare av kemokinreceptor 2 som befinner sig i en registreringsgrundande fas 3-studie för behandling av njursjukdomen fokal segmentell glomeruloskleros (FSGS). Bolaget har samarbets- och licensavtal med GlaxoSmithKline för utveckling och kommersialisering av Galafold och med Dimerix Limited för kommersialisering av DMX-200 för behandling av FSGS och andra indikationer.

Amicus Therapeutics, Inc. Sammanfattning av grunderna

Hur förhåller sig Amicus Therapeutics:s resultat och omsättning till dess börsvärde?
FOLD grundläggande statistik
BörsvärdeUS$4.55b
Vinst(TTM)-US$27.11m
Intäkter(TTM)US$634.21m
7.2x
P/S-förhållande
-167.8x
P/E-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
FOLD resultaträkning (TTM)
IntäkterUS$634.21m
Kostnad för intäkterUS$72.93m
BruttovinstUS$561.28m
Övriga kostnaderUS$588.39m
Intäkter-US$27.11m

Senast redovisade vinst

Dec 31, 2025

Nästa vinstdatum

n/a

Vinst per aktie (EPS)-0.086
Bruttomarginal88.50%
Nettovinstmarginal-4.27%
Skuld/egenkapitalförhållande143.2%

Hur har FOLD utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/04/29 22:12
Aktiekurs vid dagens slut2026/04/24 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Amicus Therapeutics, Inc. bevakas av 23 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
John EadeArgus Research Company
Michael UlzBaird
Zhiqiang ShuBerenberg