Amicus Therapeutics, Inc. is a biotechnology firm dedicated to the discovery, development, and delivery of medical treatments for rare conditions. Its primary ...
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Est. EPS $0.11 · Revenue $197.60M · 1 analysts
Est. EPS $0.36 · Revenue $753.69M · 1 analysts
Est. EPS $0.10 · Revenue $184.55M · 1 analysts
Est. EPS $0.13 · Revenue $200.26M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $634.2M | +20.0% | +9.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-27.1M | +51.7% | -90.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +87.3% | -2.9% | -3.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +5.4% | +15.5% | -57.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -4.3% | +59.8% | -91.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $29.8M | +179.7% | -54.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +4.7% | +166.4% | -58.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 176.2% | -22.9% | -8.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.84x | -16.2% | -4.8% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $949.9M | +21.0% | +9.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.09 vs -0.01 | -515.3% | 0.01 vs 0.07 | -92.4% |
| Revenue Surprise | $634.2M vs $630.1M | +0.7% | $185.2M vs $180.5M | +2.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Apr 27, 2026 | WHEELER CRAIG A | director | Common Stock | D | 84,631 | $14.50 |
| Apr 27, 2026 | WHEELER CRAIG A | director | Stock Options (right to buy) | D | 30,000 | $6.71 |
| Apr 27, 2026 | WHEELER CRAIG A | director | Stock Options (right to buy) | D | 16,236 | $8.60 |
| Apr 27, 2026 | WHEELER CRAIG A | director | Stock Options (right to buy) | D | 19,473 | $12.00 |
| Apr 27, 2026 | WHEELER CRAIG A | director | Stock Options (right to buy) | D | 18,574 | $12.81 |
Operator: Good morning, ladies and gentlemen, and welcome to the Amicus Therapeutics Third Quarter 2025 Financial Results Conference Call and webcast. [Operator Instructions] As a reminder, this conference call is being recorded. I would now like to turn the conference over to your host, Mr. Andrew Faughnan, Vice President of Investor Relations. You may begin. Andrew Faughnan: Good morning. Thank you for joining our conference call to discuss Amicus Therapeutics' Third Quarter 2025 Financial Results and Corporate Highlights. Leading today's call, we have Bradley Campbell, President and Chief Executive Officer; Sebastien Martel, Chief Business Officer; Dr. Jeff Castelli, Chief Development Officer; and Simon Harford, Chief Financial Officer. Joining for Q&A, we have Ellen Rosenberg, Chief Legal Officer. As referenced on Slide 2 of the presentation, I would like to remind you that we will be making forward-looking statements on today's call. I encourage you to read the disclaimers in our slide presentation, the press release we issued this morning and the disclosures in our SEC filings, which are all available on the IR portion of our corporate website. Forward-looking statements are subject to substantial risks and uncertainties, speak only as of the call's original date, and we undertake no obligation to update or revise any of the statements. Additionally, you are cautioned not to place undue reliance on any forward-looking statements. At this time, it's my pleasure to turn the call over to Bradley Campbell, President and Chief Executive Officer. Bradley? Bradley Campbell: Great. Thank you, Andrew, and welcome, everyone, to our third quarter conference call. I'm very pleased to report another great quarter for Amicus, highlighted by strong revenue growth, GAAP profitability and continued confidence in our positive outlook going forward. Let me go through a few highlights before I turn it over to the team to go through in more detail. First, we delivered another quarter of double-digit revenue growth in our Fabry and Pompe core business, a trend we expect to sustain into the years ahead. Second, we remain firmly confident in our growth trajectory as we approach year-end. Galafold delivered 13% year-over-year patient growth this quarter, driven by record demand and robust new patient starts. For Pombiliti and Opfolda, Q3 represented another strong quarter marked by significant momentum in both our established and newly launched markets, underpinned by growing commercial demand and increasing new patient starts. In fact, this was the strongest quarter ever for new commercial demand for both Galafold and Pombiliti and Opfolda. Both products are on track to meet current consensus sales estimates for the full year. Third, we continue to emphasize the growing body of evidence and differentiation of Pombiliti and Opfolda through scientific publications and congress presentations. In fact, recently at ICIEM in September, we shared new 4-year data from …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Bradley L. Campbell | Chief Executive Officer, President & Director | USD 1,734,918 | Male | 1976 | Active |
Ellen S. Rosenberg | Chief Legal Officer & Corporate Secretary | USD 985,620 | Female | 1964 | Active |
Jeffrey Castelli | Chief Development Officer | USD 960,912 | — | 1972 | Active |
Simon Nicolas Reade Harford | Chief Financial Officer | USD 935,201 | Male | 1960 | Active |
David Clark | Chief People Officer | USD 917,420 | Male | 1976 | Active |
Jill Weimer | Chief Science Officer | — | — | — | Active |
Andrew Faughnan | Vice President of Investor Relations | — | Male | — | Active |
Brendan McEvoy | Executive Director of External Communications | — | Male | — | Active |
Patrik S. Florencio | Global Chief Compliance & Risk Officer | — | Male | — | Active |
Samantha Prout | Chief Accounting Officer & Controller | — | Female | 1979 | Active |
