Amicus Therapeutics, INC.: management transactions · United States · SEC (Form 4)

About Amicus Therapeutics, INC.

Amicus Therapeutics, Inc. (ticker: FOLD) is a U.S.-based biopharmaceutical company listed on the NASDAQ market in the United States. Headquartered in Princeton, New Jersey, the company is focused on rare diseases and has built its strategy around precision medicine, commercial execution, and a growing late-stage/approved product portfolio. Founded in the early 2000s, Amicus has evolved from a development-stage biotech into a global rare-disease company with meaningful commercial revenues and a clear ambition to become a leading player in the lysosomal and inherited metabolic disease space. The company’s business is currently anchored by two core franchises. The first is Galafold (migalastat), an oral precision medicine used in certain adults with Fabry disease who carry amenable GLA variants. Galafold remains the primary revenue engine and has established a broad international footprint, supported by patient growth, physician adoption, and ongoing commercial expansion. The second franchise is Pombiliti + Opfolda (cipaglucosidase alfa plus miglustat), a treatment for late-onset Pompe disease that has been rolled out across multiple geographies following regulatory approvals. Beyond these marketed assets, Amicus continues to advance clinical and scientific programs intended to broaden labels and strengthen its long-term rare-disease franchise, although the equity story is still heavily driven by the two commercial products. From a competitive perspective, Amicus occupies a differentiated niche in lysosomal storage disorders. Its positioning is built on oral therapy where possible, disease-specific expertise, and a global commercial infrastructure tailored to rare-disease markets. This allows the company to compete with larger and better-capitalized pharmaceutical groups while preserving a specialized profile that can be attractive in orphan-drug categories. The company sells products in the United States and internationally, with a presence across Europe, North America, Australia, and parts of Asia. Recent highlights matter for investors. In 2025, Amicus announced the approval of Pombiliti + Opfolda in Japan, extending its international reach in Pompe disease. The company also reported strong 2024 revenue growth, driven by continued Galafold demand and the first full year of commercial launch for Pombiliti + Opfolda, while signaling a path toward further growth and improving profitability. For French-, Belgian-, and Swiss-based investors, FOLD is therefore a rare-disease growth story combining commercial expansion, regulatory catalysts, and geographic diversification, with the usual biotech risks around reimbursement, execution, and competitive pressure.