Amicus Therapeutics Q4 Highlights: Revenue Growth Amid Losses
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Should l Buy FOLD?
Source: NASDAQ.COM
- Revenue Growth: Amicus Therapeutics reported a 24% year-over-year increase in net product revenue for Q4, reaching $185.21 million, primarily driven by sales of Galafold and Pombiliti + Opfolda, indicating sustained market demand in the rare disease treatment sector.
- Net Income Fluctuation: Despite adjusted net income rising from $29.19 million to $31.63 million, equating to $0.10 per share, the company's net income plummeted to $1.69 million, reflecting the pressure on profitability from increased share-based compensation expenses.
- Annual Performance Improvement: For the full year 2025, adjusted net income increased to $96.76 million or $0.31 per share, demonstrating effective strategies in product sales and cost control, although net loss narrowed to $27.11 million.
- Acquisition Agreement: In December 2025, Amicus entered into a definitive agreement to be acquired by BioMarin Therapeutics for $14.50 per share, totaling approximately $4.8 billion, with the transaction expected to close in Q2 2026, marking a significant strategic shift for the company.
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Analyst Views on FOLD
Wall Street analysts forecast FOLD stock price to rise
9 Analyst Rating
2 Buy
7 Hold
0 Sell
Hold
Current: 14.370
Low
12.00
Averages
14.79
High
19.00
Current: 14.370
Low
12.00
Averages
14.79
High
19.00
About FOLD
Amicus Therapeutics, Inc. is a global biotechnology company focused on discovering, developing and delivering medicines for people living with rare diseases. Its two marketed therapies are Galafold, the first oral monotherapy for people living with Fabry disease who have amenable genetic variants, and Pombiliti + Opfolda, a two-component treatment for adults living with late-onset Pompe disease. As an orally miglustat monotherapy, Galafold is designed to bind to and stabilize an endogenous alpha-galactosidase A enzyme in those patients with genetic variants identified as amenable in a Good Laboratory Practice cell-based amenability assay. Pombiliti + Opfolda consists of an engineered rhGAA enzyme, cipaglucosidase alfa-atga, with an optimized carbohydrate structure to enhance cellular uptake, administered intravenously in combination with orally administered miglustat. In addition, clinical studies are ongoing in pediatric patients for both the LOPD and IOPD populations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
BioMarin's Drug Approved by FDA for PKU Treatment
- FDA Approval: The U.S. FDA has approved BioMarin's supplemental application for Palynziq (pegvaliase-pqpz), making it the only enzyme substitution therapy approved for managing phenylketonuria (PKU) in adolescents aged 12 and older, marking a significant advancement for the company in the rare disease sector.
- Clinical Study Results: The approval is based on the Phase 3 PEGASUS study, which demonstrated statistically significant reductions in blood phenylalanine levels at Week 72 for individuals on Palynziq compared to those on diet alone, indicating the drug's effectiveness in improving patient health outcomes.
- Market Performance Analysis: BioMarin's stock is currently trading at $59.30, which is 4.5% below its 20-day simple moving average and 8.2% below its 100-day simple moving average, reflecting short-term market weakness, with shares down approximately 19% over the past 12 months.
- Analyst Ratings: Despite the challenging market environment, BioMarin's stock carries a Buy rating with an average price target of $88.80, with recent target increases from analysts like Canaccord Genuity and Bernstein, indicating confidence in the company's future potential.
See More
Amicus Therapeutics Q4 Highlights: Revenue Growth Amid Losses
- Revenue Growth: Amicus Therapeutics reported a 24% year-over-year increase in net product revenue for Q4, reaching $185.21 million, primarily driven by sales of Galafold and Pombiliti + Opfolda, indicating sustained market demand in the rare disease treatment sector.
- Net Income Fluctuation: Despite adjusted net income rising from $29.19 million to $31.63 million, equating to $0.10 per share, the company's net income plummeted to $1.69 million, reflecting the pressure on profitability from increased share-based compensation expenses.
- Annual Performance Improvement: For the full year 2025, adjusted net income increased to $96.76 million or $0.31 per share, demonstrating effective strategies in product sales and cost control, although net loss narrowed to $27.11 million.
- Acquisition Agreement: In December 2025, Amicus entered into a definitive agreement to be acquired by BioMarin Therapeutics for $14.50 per share, totaling approximately $4.8 billion, with the transaction expected to close in Q2 2026, marking a significant strategic shift for the company.
See More
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- Significant Revenue Growth: The company achieved total revenues of $634 million, marking a substantial increase from the previous year, which underscores the growing acceptance and sales capability of its products in the rare disease market, further solidifying its market position.
- Improved Cash Flow: As of December 31, 2025, Amicus's cash, cash equivalents, and marketable securities rose to $293.5 million, up from $249.9 million in 2024, demonstrating effective cash management and liquidity enhancement.
- Acquisition Interest: BioMarin Pharmaceuticals plans to acquire Amicus for $4.8 billion, reflecting market recognition of Amicus's growth potential and potentially providing stronger resource support and market expansion opportunities for the company.
See More
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Comparison with Estimates: This figure is significantly higher than the estimated EPS of USD 0.09.
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- Amicus Transaction Update: In the proposed sale of Amicus Therapeutics, Inc. to BioMarin Pharmaceutical Inc., Amicus shareholders are anticipated to receive $14.50 per share in cash, with a shareholder vote scheduled for March 3, 2026, potentially impacting the company's future market performance.
- Merger Voting Arrangement: Tamboran Resources Corporation's merger with Falcon Oil & Gas Ltd. will result in Tamboran shareholders owning 73.2% of the combined entity, with a shareholder vote set for March 4, 2026, indicating the company's strategic positioning in industry consolidation.
- Contango Merger Details: The merger between Contango Ore, Inc. and Dolly Varden Silver Corporation will allow Contango shareholders to own 50% of the combined company, with a shareholder vote scheduled for March 17, 2026, which may present new growth opportunities for shareholders.
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- FDA Approval: The U.S. FDA has approved BioMarin's supplemental application for Palynziq (pegvaliase-pqpz), making it the only enzyme substitution therapy approved for managing phenylketonuria (PKU) in adolescents aged 12 and older, marking a significant advancement for the company in the rare disease sector.
- Clinical Study Results: The approval is based on the Phase 3 PEGASUS study, which demonstrated statistically significant reductions in blood phenylalanine levels at Week 72 for individuals on Palynziq compared to those on diet alone, indicating the drug's effectiveness in improving patient health outcomes.
- Market Performance Analysis: BioMarin's stock is currently trading at $59.30, which is 4.5% below its 20-day simple moving average and 8.2% below its 100-day simple moving average, reflecting short-term market weakness, with shares down approximately 19% over the past 12 months.
- Analyst Ratings: Despite the challenging market environment, BioMarin's stock carries a Buy rating with an average price target of $88.80, with recent target increases from analysts like Canaccord Genuity and Bernstein, indicating confidence in the company's future potential.
See More
Amicus Therapeutics Q4 Highlights: Revenue Growth Amid Losses
- Revenue Growth: Amicus Therapeutics reported a 24% year-over-year increase in net product revenue for Q4, reaching $185.21 million, primarily driven by sales of Galafold and Pombiliti + Opfolda, indicating sustained market demand in the rare disease treatment sector.
- Net Income Fluctuation: Despite adjusted net income rising from $29.19 million to $31.63 million, equating to $0.10 per share, the company's net income plummeted to $1.69 million, reflecting the pressure on profitability from increased share-based compensation expenses.
- Annual Performance Improvement: For the full year 2025, adjusted net income increased to $96.76 million or $0.31 per share, demonstrating effective strategies in product sales and cost control, although net loss narrowed to $27.11 million.
- Acquisition Agreement: In December 2025, Amicus entered into a definitive agreement to be acquired by BioMarin Therapeutics for $14.50 per share, totaling approximately $4.8 billion, with the transaction expected to close in Q2 2026, marking a significant strategic shift for the company.
See More
Amicus Therapeutics Reports FY 2025 Financial Results
- Strong Financial Performance: Amicus Therapeutics reported a FY 2025 non-GAAP EPS of $0.31, indicating a continued improvement in profitability and reflecting robust growth in its core business operations.
- Significant Revenue Growth: The company achieved total revenues of $634 million, marking a substantial increase from the previous year, which underscores the growing acceptance and sales capability of its products in the rare disease market, further solidifying its market position.
- Improved Cash Flow: As of December 31, 2025, Amicus's cash, cash equivalents, and marketable securities rose to $293.5 million, up from $249.9 million in 2024, demonstrating effective cash management and liquidity enhancement.
- Acquisition Interest: BioMarin Pharmaceuticals plans to acquire Amicus for $4.8 billion, reflecting market recognition of Amicus's growth potential and potentially providing stronger resource support and market expansion opportunities for the company.
See More
Amicus Therapeutics Reports Q4 Adjusted EPS of $0.10, Exceeding IBES Estimate of $0.09
AMICUS Therapeutics Q4 Adjusted EPS: AMICUS Therapeutics reported an adjusted earnings per share (EPS) of USD 0.1 for the fourth quarter.
Comparison with Estimates: This figure is significantly higher than the estimated EPS of USD 0.09.
See More
Investor Rights Law Firm Investigates Multiple Companies
- Shareholder Rights Investigation: Halper Sadeh LLC is investigating RAPT Therapeutics, Inc.'s sale to GSK plc for $58.00 per share, raising concerns about potential violations of shareholder rights and encouraging shareholders to understand their options.
- Merger Transaction Review: The merger between Contango ORE, Inc. and Dolly Varden Silver Corporation will result in Contango shareholders owning approximately 50% of the combined entity, prompting Halper Sadeh LLC to assess whether this transaction serves the best interests of shareholders.
- Shareholder Equity Protection: Tamboran Resources Corporation's merger with Falcon Oil & Gas Ltd. will allow Tamboran shareholders to hold 73.2% of the combined company, with Halper Sadeh LLC urging shareholders to be aware of potential equity losses.
- Legal Support Services: Amicus Therapeutics, Inc. is being sold to BioMarin Pharmaceutical Inc. for $14.50 per share, and Halper Sadeh LLC offers no-cost legal consultations to assist shareholders in protecting their rights.
See More
Monteverde Law Firm Investigates RAPT and Others for Shareholder Recovery
- Shareholder Recovery Investigation: Monteverde & Associates is investigating RAPT Therapeutics, Inc.'s sale to GSK plc, with RAPT shareholders expected to receive $58.00 per share in cash, which could significantly enhance shareholder returns and bolster investor confidence.
- Amicus Transaction Update: In the proposed sale of Amicus Therapeutics, Inc. to BioMarin Pharmaceutical Inc., Amicus shareholders are anticipated to receive $14.50 per share in cash, with a shareholder vote scheduled for March 3, 2026, potentially impacting the company's future market performance.
- Merger Voting Arrangement: Tamboran Resources Corporation's merger with Falcon Oil & Gas Ltd. will result in Tamboran shareholders owning 73.2% of the combined entity, with a shareholder vote set for March 4, 2026, indicating the company's strategic positioning in industry consolidation.
- Contango Merger Details: The merger between Contango Ore, Inc. and Dolly Varden Silver Corporation will allow Contango shareholders to own 50% of the combined company, with a shareholder vote scheduled for March 17, 2026, which may present new growth opportunities for shareholders.
See More
