Amicus Therapeutics (FOLD)

Company Profile

Amicus Therapeutics is a global, patient-dedicated biotechnology company focused on discovering, developing and delivering novel high-quality medicines for people living with rare metabolic diseases. With extraordinary patient focus, Amicus Therapeutics is committed to advancing and expanding a robust pipeline of cutting-edge, first- or best-in-class medicines for rare metabolic diseases.

Company profile

Ticker

FOLD

Exchange

NASDAQ

Website

www.amicusrx.com

CEO

John Crowley

Incorporated

Delaware

Location

Pennsylvania

Fiscal year end

Dec 31

Sector

Manufacturing > Pharmaceutical Preparation Manufacturing

Industry (SIC)

Pharmaceutical Preparations

Pfizer • Johnson & Johnson • Merck & Co • Abbott Laboratories • Teva- Pharmaceutical Industries • Bristol-Myers Squibb • Lilly(Eli) & Co • Viatris • Abbvie • Celgene ...

Former names

AMICUS THERAPEUTICS INC

SEC CIK

0001178879

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

1.Callidus Biopharma, Inc. • 2.Celenex, Inc. • 3.Scioderm, Inc. • 4.MiaMed, Inc. • 5.Amicus Therapeutics International Holding Limited • 6.Amicus Therapeutics UK Limited • 7.Amicus Therapeutics UK Operations Limited • 8.Amicus Therapeutics SAS • 9.Amicus Therapeutics B.V. • 10.Amicus Therapeutics GmbH ...

IRS number

200422823

FOLD stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

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8-K

Amicus Therapeutics Reports Preliminary 2022 Revenue and Provides 2023 Strategic Outlook

9 Jan 23

8-K

Entry into a Material Definitive Agreement

28 Dec 22

8-K

Amicus Therapeutics Receives Positive CHMP Opinion for Pombiliti™ (cipaglucosidase alfa) for Late-Onset Pompe Disease

16 Dec 22

8-K

Corporate OverviewNovember 2022At the Forefront of Therapies for Rare Diseases

16 Nov 22

8-K

Amicus Therapeutics Provides EU Regulatory Update for AT-GAA

7 Nov 22

8-K

Entry into a Material Definitive Agreement

7 Nov 22

424B5

Prospectus supplement for primary offering

7 Nov 22

8-K

Amicus Therapeutics Announces Third Quarter 2022 Financial Results and Corporate Updates

7 Nov 22

U.S. FDA Defers Action on Filing for AT-GAA in Late-onset Pompe Disease

28 Oct 22

Transcripts

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FOLD

Earnings call transcript

2022 Q3

7 Nov 22

FOLD

Earnings call transcript

2022 Q2

5 Aug 22

FOLD

Earnings call transcript

2022 Q1

9 May 22

FOLD

Earnings call transcript

2021 Q4

24 Feb 22

FOLD

Earnings call transcript

2021 Q3

9 Nov 21

FOLD

Earnings call transcript

2021 Q2

6 Aug 21

FOLD

Earnings call transcript

2021 Q1

10 May 21

FOLD

Earnings call transcript

2020 Q4

1 Mar 21

FOLD

Earnings call transcript

2020 Q3

5 Nov 20

FOLD

Earnings call transcript

2020 Q2

10 Aug 20

Latest ownership filings

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WELLINGTON MANAGEMENT GROUP LLP

Financial summary

Financial statements Chart FOLD financial data

Quarter (USD)	Sep 22	Jun 22	Mar 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 21	Dec 20	Dec 19	Dec 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	281.53 mm	281.53 mm	281.53 mm	281.53 mm	281.53 mm	281.53 mm
Cash burn (monthly)	(no burn)	8.96 mm	11.28 mm	21.40 mm	3.88 mm	13.03 mm
Cash used (since last report)	n/a	38.99 mm	49.08 mm	93.12 mm	16.86 mm	56.67 mm
Cash remaining	n/a	242.54 mm	232.46 mm	188.42 mm	264.67 mm	224.86 mm
Runway (months of cash)	n/a	27.1	20.6	8.8	68.3	17.3

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2022

FOLD institutional ownership history Ownership history

98.1% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	217	213	+1.9%
Opened positions	33	27	+22.2%
Closed positions	29	32	-9.4%
Increased positions	71	66	+7.6%
Reduced positions	70	78	-10.3%

13F shares	Current	Prev Q	Change
Total value	3.10 bn	3.62 bn	-14.4%
Total shares	275.75 mm	302.17 mm	-8.7%
Total puts	311.10 k	218.00 k	+42.7%
Total calls	575.80 k	738.00 k	-22.0%
Total put/call ratio	0.5	0.3	+82.9%

Largest owners	Shares	Value	Change
Perceptive Advisors	27.37 mm	$285.77 mm	+1.8%
Avoro Capital Advisors	26.80 mm	$279.79 mm	0.0%
Vanguard	25.87 mm	$270.10 mm	+0.5%
Redmile	21.72 mm	$226.75 mm	-2.0%
BLK Blackrock	19.90 mm	$207.74 mm	-1.7%
MS Morgan Stanley	17.18 mm	$179.40 mm	-6.2%
JHG Janus Henderson	14.78 mm	$154.27 mm	-11.9%
JPM JPMorgan Chase & Co.	14.34 mm	$149.69 mm	-9.6%
Palo Alto Investors	9.85 mm	$102.81 mm	0.0%
Wellington Management	8.06 mm	$84.11 mm	-26.9%

Largest transactions	Shares	Bought/sold	Change
STT State Street	0.00	-13.92 mm	EXIT
Deutsche Bank AG - Registered Shares	1.56 mm	-4.73 mm	-75.2%
Wellington Management	8.06 mm	-2.97 mm	-26.9%
Pictet Asset Management	3.49 mm	+2.84 mm	+442.0%
JHG Janus Henderson	14.78 mm	-2.00 mm	-11.9%
Citadel Advisors	1.83 mm	-1.90 mm	-50.9%
JPM JPMorgan Chase & Co.	14.34 mm	-1.53 mm	-9.6%
MS Morgan Stanley	17.18 mm	-1.13 mm	-6.2%
Healthcare Of Ontario Pension Plan Trust Fund	2.63 mm	+884.40 k	+50.8%
Adage Capital Partners GP, L.L.C.	0.00	-848.16 k	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

FOLD insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
1 Feb 23	Bradley L Campbell	Common Stock	Sell	Dispose S	No	Yes	12.9754	20,000	259.51 k	845,129
1 Feb 23	Bradley L Campbell	Common Stock	Option exercise	Acquire M	No	No	2.45	11,700	28.67 k	865,129
1 Feb 23	Bradley L Campbell	Stock Options Common Stock	Option exercise	Dispose M	No	No	2.45	11,700	28.67 k	42,225
1 Feb 23	John F Crowley	Common Stock	Sell	Dispose S	No	Yes	13.1102	147,316	1.93 mm	1,004,669
1 Feb 23	John F Crowley	Common Stock	Option exercise	Acquire M	No	No	5.13	56,596	290.34 k	1,151,985
1 Feb 23	John F Crowley	Common Stock	Option exercise	Acquire M	No	No	6.1	83,333	508.33 k	1,095,389
1 Feb 23	John F Crowley	Stock Options Common Stock	Option exercise	Dispose M	No	No	5.13	56,596	290.34 k	0
1 Feb 23	John F Crowley	Stock Options Common Stock	Option exercise	Dispose M	No	No	6.1	83,333	508.33 k	0
24 Jan 23	Rosenberg Ellen	Common Stock	Sell	Dispose S	No	Yes	13.3172	31,839	424.01 k	332,345
18 Jan 23	David Michael Clark	Common Stock	Sell	Dispose S	No	Yes	13.5	7,382	99.66 k	241,067