Amicus Therapeutics, Inc. (FOLD)

The stock price of Amicus Therapeutics has experienced movements in the past six months. Between October 21, 2024, and October 17, 2025, the share price declined by 33.06%, from $12.01 to $8.04, but increased by 4.21% in the past month. Key events impacting the stock price include strong Q2 2025 financial results, the FDA approval and U.S. launch of Pombiliti + Opfolda, a full-year 2025 guidance adjustment, reiteration of the path to profitability, analyst upgrades, and DMX-200 progress.

Information regarding specific demand seasonality patterns for Amicus Therapeutics' products and services is not readily available. The company has consistently reported strong and growing demand for its key products, Galafold and Pombiliti + Opfolda, with Galafold showing sustained demand and market leadership over multiple quarters. The company anticipates continued strong demand and market penetration for Galafold, and significant revenue growth for Pombiliti + Opfolda, suggesting a generally robust and increasing demand rather than pronounced seasonal fluctuations.

Amicus Therapeutics, Inc. is a global biotechnology company focused on discovering, developing, and delivering transformative medicines for individuals with rare metabolic diseases, particularly lysosomal storage disorders. The company focuses on enzyme replacement therapies and small molecule approaches to improve patient outcomes and quality of life. Its major commercial products include Galafold (migalastat), an orally administered monotherapy for adults with Fabry disease, and Pombiliti + Opfolda (cipaglucosidase alfa-atga and miglustat), a two-component treatment program for adults with late-onset Pompe disease. Amicus Therapeutics also has a pipeline that includes investigational compounds for other lysosomal storage disorders, such as DMX-200 for FSGS in Phase III development, and a gene therapy program for CLN3 Batten disease in a Phase I/II study.

Amicus Therapeutics has a global geographic footprint, developing and delivering medicines in the United States and internationally. Galafold has been approved in the European Union since May 2016 and in the U.S. for six years, with Europe having it for seven or eight years. The company has expanded its reach, securing pricing and reimbursement agreements in late 2024 and early 2025 in countries including Italy, Sweden, Switzerland, and the Czech Republic. Amicus Therapeutics has also launched Pombiliti + Opfolda in new markets such as Japan and Canada.

Amicus Therapeutics maintains a strong brand reputation, driven by its patient-centric mission and focus on rare diseases. The company's reputation has been positively reinforced by consistent revenue growth and pipeline progress, achievement of milestones such as the FDA approval and U.S. launch of Pombiliti + Opfolda, analyst confidence, and patient advocacy. While there is ongoing litigation concerning intellectual property, the overall sentiment surrounding Amicus Therapeutics' brand reputation appears positive due to its strong performance, patient focus, and pipeline advancements.

The ownership structure of Amicus Therapeutics is a mix of institutional, retail, and individual investors. Major institutional owners include Vanguard Group Inc., Wellington Management Group Llp, and BlackRock, Inc. Approximately 29.23% of the company's stock is owned by institutional investors, 1.16% by insiders, and 17.96% by public companies and individual investors. Another source indicates institutional ownership at 100.62% as of April 17, 2025, holding a total of 366,103,817 shares. Vanguard owns the most shares of Amicus Therapeutics.