Amicus Therapeutics Stock Earnings Reports

Amicus reported a strong Q3 2025: total revenue of $169.1M (up 19% Y/Y, 17% at CER) driven by continued double-digit growth in Galafold (Fabry) and rapid launch momentum for Pombiliti/Opfolda (Pompe). Galafold delivered 13% year-over-year patient growth and holds ~69% of treated Fabry patients with amenable mutations; management sees a large undiagnosed/untreated opportunity and expects long runway to >$1B peak. Pombiliti/Opfolda revenue grew 42% in Q3 (CER) and 59% YTD (CER), now reimbursed in 15 countries with strong U.S. and ex-U.S. momentum, high adherence rates, and supportive clinical and real‑world data (including 4-year PROPEL extension results). The ACTION3 Phase III trial of DMX-200 (FSGS) is >90% enrolled and on track for year-end enrollment completion, representing a potential late-stage, high-value addition to the portfolio. Financially, the company delivered its first GAAP quarterly net income in 2025 ($17.3M) and increased cash to $263.8M; reiterated full‑year 2025 guidance (total revenue growth 15–22% at CER; Galafold 10–15%; Pombiliti/Opfolda 50–65%) and expects positive GAAP net income for H2 2025. Management emphasized continued evidence generation, geographic expansion, and label/pediatric studies to drive sustained growth into 2026 and toward combined product sales of $1B by 2028.