Amicus Therapeutics, Inc. (FOLD)

Over the past six months, Amicus Therapeutics' stock has experienced significant positive movement. The stock price increased by 134.40% in the last six months and 58.26% over the past year. Key events impacting the stock include strong Q3 2025 earnings, reaching a new 52-week high in December 2025, and positive analyst upgrades. However, insiders, including the CEO, sold shares, and some firms downgraded Amicus Therapeutics in December 2025. Amicus Therapeutics reported preliminary unaudited 2024 revenue of $528.5 million, a 32% year-over-year increase, and provided a positive 2025 strategic outlook.

While specific detailed information on demand seasonality for Amicus Therapeutics' products and services is not explicitly provided, the company's focus on rare, chronic diseases suggests that demand for its primary products is likely to be relatively stable rather than highly seasonal. Treatments for rare genetic disorders typically involve ongoing therapy once a diagnosis is made, leading to consistent demand throughout the year. The company's consistent double-digit revenue growth for Galafold over multiple quarters supports this notion of stable, growing demand rather than seasonal fluctuations.

Amicus Therapeutics, Inc. is a global biotechnology company focused on discovering, developing, and delivering medicines for rare metabolic diseases, particularly lysosomal storage disorders. The company operates in the healthcare sector, specifically the biotechnology and pharmaceutical preparations industry, focusing on high-impact therapies using pharmacological chaperones and enzyme replacement therapy. Its core commercial products include Galafold (migalastat) for Fabry disease and Pombiliti + Opfolda (cipaglucosidase alfa-atga + miglustat) for late-onset Pompe disease. Amicus is also advancing a pipeline of investigational gene therapies and combination therapies, aiming to surpass $1 billion in total sales by 2028, with both Galafold and Pombiliti + Opfolda expected to exceed $1 billion in peak sales individually.

Amicus Therapeutics operates in the United States and internationally, maintaining research and development operations in multiple locations across the United States and Europe. The company leverages global manufacturing and regulatory expertise to support its clinical trials and commercial supply chain. They are actively expanding into new launch countries for their Pompe therapy, with plans to enter up to 10 new countries in 2025. Recent pricing and reimbursement agreements for Pombiliti + Opfolda have been completed in countries such as Italy, Sweden, Switzerland, and the Czech Republic in late 2024 and early 2025.

Amicus Therapeutics has built a reputation as a patient-dedicated global biotechnology company focused on developing and delivering transformative medicines for people living with rare diseases. The company emphasizes scientific rigor, patient advocacy, and a strong patient-centric focus. Its reputation is positively influenced by consistent product performance, achieving profitability in Q3 2025, pipeline advancement, and strategic expansion into new international markets.

The ownership structure of Amicus Therapeutics is a mix of institutional, retail, and individual investors. Approximately 56.34% to 75.90% of the company's stock is owned by institutional investors, with major shareholders including Vanguard Group Inc., Wellington Management Group LLP, BlackRock, Inc., Perceptive Advisors LLC, State Street Corp, William Blair Investment Management, Llc, Avoro Capital Advisors LLC, Millennium Management Llc, Vestal Point Capital, LP, and SG Americas Securities, LLC. Insiders own approximately 1.15% of the company's stock, with Perceptive Advisors LLC noted as the largest individual shareholder.