Amicus Therapeutics Is Very Attractive At Current Prices (Rating Upgrade)

Avisol Capital Partners
Investing Group Leader
(8min)

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.

Five stacks of coloured coins with a graph line above

Richard Drury

I covered Amicus Therapeutics, Inc. (NASDAQ:FOLD) two years ago, when it was waiting for approval for the Pombiliti® (cipaglucosidase alfa-atga) + Opfolda® (miglustat) program in Pompe Disease. That approval happened a month after my

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This article was written by

Avisol Capital Partners
18.15K Followers

Avisol Capital Partners is made up of a team of medical experts, finance professionals and techies, all of whom invest their own money in the picks they share. They aim to help readers find the middle ground between value and growth investing, as they demystify the biopharma industry.

They lead the investing group Total Pharma Tracker where they offer a monthly updated catalyst database, an investability scoring system for quick reference ideas, and direct access in chat for dialogue and questions. Learn more.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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