Amicus Therapeutics, Inc.·Healthcare

BioMarin Pharmaceutical remains a "Strong Buy," driven by pipeline progress, strategic acquisitions, and robust revenue guidance. BMRN's acquisition of Amicus Therapeutics adds GALAFOLD and POMBILITI + OPFOLDA, boosting 2026 revenue guidance to $3.825–$3.925 billion and targeting 20% YoY growth. VOXZOGO expansion into hypochondroplasia and ongoing clinical trials represent major catalysts, with topline Phase 3 data expected in Q2 2026.

Amicus Therapeutics targets rare genetic diseases with proprietary therapies and a pipeline of treatments for underserved patient groups.

BioMarin (BMRN) has declined over 12% since January 2025, despite prior optimism. The investment thesis centers on the potential of VOXZOGO and Amicus's two approved therapies to drive future upside. Current share weakness may present a buying opportunity given VOXZOGO's prospects.

SG Americas Securities LLC boosted its holdings in Amicus Therapeutics, Inc. (NASDAQ: FOLD) by 53.2% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 106,358 shares of the biopharmaceutical company's stock after buying an additional 36,938 shares during the

Capricorn Fund Managers Ltd bought a new stake in Amicus Therapeutics, Inc. (NASDAQ: FOLD) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 210,674 shares of the biopharmaceutical company's stock, valued at approximately $3,000,000. Capricorn Fund Managers Ltd

NEW YORK--(BUSINESS WIRE)--LSTA, the trade association for the U.S. corporate lending market, today was joined by SIFMA, the MFA, the Investment Company Institute and the Creditor Rights Coalition, in submitting an amicus brief in support of the defendant lenders in a misguided antitrust case filed by Optimum Communications, Inc. The complaint, one of the first of its kind, is an attempt to apply traditional antitrust principles to “Cooperation Agreements”, which have grown increasingly common.
Amicus Therapeutics, Inc., a biotechnology company, focuses on discovering, developing, and delivering medicines for rare diseases. Its commercial product and product candidates include Galafold, an oral precision medicine for the treatment of adults with a confirmed diagnosis of Fabry disease and an amenable galactosidase alpha gene variant based on in vitro assay data. It also develops AT-GAA, a novel treatment paradigm for Pompe disease; enzyme replacement therapies for Pompe diseases; CLN3, which is in Phase 1/2 clinical study to evaluate the safety and efficacy of a single intrathecal administration of an AAV serotype AT-GTX-502 gene therapy in patients with CLN3; and CDKL5, a gene on the X-chromosome encoding the CDKL5 protein that regulates the expression of essential proteins for normal brain development. The company has collaboration and license agreements with Nationwide Children's Hospital; University of Pennsylvania; and GlaxoSmithKline. Amicus Therapeutics, Inc. was incorporated in 2002 and is headquartered in Philadelphia, Pennsylvania.