Core Viewpoint - Amicus Therapeutics will host a conference call on November 4, 2025, to discuss its financial results for the quarter ended September 30, 2025 [1]. Group 1: Conference Call Details - The conference call will take place at 8:30 a.m. ET [1]. - Participants must register online to access the call by phone, receiving a dial-in number and personal PIN after registration [2]. - A live audio webcast and related presentation materials will be available on the company's corporate website [2]. Group 2: Post-Event Information - An archived webcast and accompanying slides will be accessible on the company's website shortly after the live event concludes [3]. Group 3: Company Overview - Amicus Therapeutics is a global biotechnology company focused on developing high-quality medicines for rare diseases [4]. - The company emphasizes patient dedication and aims to advance a pipeline of innovative medicines [4].

Core Viewpoint - Amicus Therapeutics is viewed as a potential investment opportunity, particularly in the context of its previous performance and the analyst's ongoing research in the healthcare sector [1]. Group 1 - The initial report on Amicus Therapeutics was published in June 2025, where it was rated as a "Buy" [1]. - The analyst emphasizes the importance of learning from both investment successes and failures, viewing investing as a continuous educational process [1]. - The analyst has focused research on various stocks for approximately five years, with a primary emphasis on healthcare stocks in recent years [1]. Group 2 - The analyst holds a beneficial long position in Amicus Therapeutics shares, indicating confidence in the company's future performance [2]. - The article reflects the analyst's personal opinions and experiences, with no external compensation influencing the views expressed [2].

Core Insights - Amicus Therapeutics (NASDAQ: FOLD) is being revisited after an initial report in June 2025, where it was rated as a "Buy" [1] - The author emphasizes the learning process in investing, viewing failures as tuition and successes as lessons learned [1] Company Overview - Amicus Therapeutics is focused on the healthcare sector, particularly in pharmaceuticals [1] - The company has been the subject of focused research for approximately five years, indicating a commitment to understanding its market position and potential [1] Investment Position - The analyst holds a beneficial long position in Amicus shares, indicating confidence in the company's future performance [2] - There is an intention to potentially buy more shares in the next 72 hours, suggesting a bullish outlook on the stock [2]

Core Insights - Amicus Therapeutics, Inc. (NASDAQ:FOLD) is recognized as a high-potential biotech stock, with recent upgrades from analysts indicating strong market confidence [1][2]. Analyst Ratings - Needham analyst Gil Blum upgraded Amicus Therapeutics to a Buy rating with a price target of $14.00 on September 18 [1]. - Morgan Stanley analyst Maxwell Skor maintained a Buy rating with a price target of $12.00 on September 17 [2]. - The consensus rating for Amicus Therapeutics is a Strong Buy, with a median price target of $8.41, suggesting an upside potential of 78.25% from current levels [2]. Company Overview - Amicus Therapeutics focuses on discovering, developing, and delivering medicines for metabolic diseases [3]. - The company’s product portfolio includes the first and only approved oral precision medicine for Fabry disease, a clinical-stage treatment for Pompe disease, and a gene therapy portfolio for rare diseases [3].

Core Viewpoint - Amicus Therapeutics (FOLD) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][4]. Earnings Estimates and Revisions - The Zacks Consensus Estimate for Amicus Therapeutics for the fiscal year ending December 2025 is projected at $0.31 per share, remaining unchanged from the previous year [9]. - Over the past three months, analysts have increased their earnings estimates for Amicus Therapeutics by 37.5% [9]. Zacks Rating System - The Zacks rating system is based solely on a company's changing earnings picture, with a strong correlation between earnings estimate revisions and stock price movements [2][5]. - The system classifies stocks into five groups, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [8]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions [10][11]. Market Implications - The upgrade to Zacks Rank 1 positions Amicus Therapeutics among the top 5% of stocks in terms of estimate revisions, suggesting potential for near-term price increases [11]. - Rising earnings estimates and the corresponding rating upgrade reflect an improvement in the company's underlying business, which could lead to higher stock prices as investors respond positively [6].

Core Insights - Investor sentiment remains bullish despite tariff policies leading to higher inflation, with the Federal Reserve lowering interest rates for the first time this year amid a deteriorating labor market [1] Group 1: Stock Recommendations - Stocks such as Amicus Therapeutics, Inc. (FOLD), Micron Technology Inc. (MU), and General Dynamics Corp. (GD) are recommended for investment based on broker ratings [2] - Amicus Therapeutics is focused on developing treatments for rare metabolic diseases, with a projected earnings increase of 29.2% year-over-year for 2025 and a 7.7% upward revision in broker ratings [7] - Micron Technology, a leading provider of semiconductor memory solutions, is expected to see a 100% year-over-year earnings surge for fiscal 2026, with a 2.7% upward revision in broker ratings [8] - General Dynamics, involved in mission-critical systems and technologies, is forecasted to have an 11.7% earnings increase for 2025, with a 4.8% upward revision in broker ratings [9][10] Group 2: Investment Strategy - A screening strategy is proposed to identify potential winners, focusing on stocks with broker rating upgrades of 1% or more over the past four weeks, current prices above $5, and an average 20-day volume greater than 100,000 [5] - Stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) have a proven record of success, especially when combined with a VGM Score of A or B, indicating strong upside potential [6]

Core Insights - Amicus Therapeutics' lead product, Galafold, is the primary revenue driver for the company, being the first oral precision medicine approved for Fabry disease treatment [1][2] - Galafold sales reached $233.1 million in the first half of 2025, reflecting an 11% year-over-year increase, with a projected CAGR of 11.7% over the next three years [2][9] - The company has secured strong patent protection for Galafold in the U.S. until 2038, following a licensing agreement with Teva Pharmaceuticals that prevents generic competition until January 2037 [3][4][9] Product Performance - Galafold has shown consistent sales growth since its launch, with label expansions and approvals in new regions contributing to its revenue increase [2][3] - The combination therapy Pombiliti + Opfolda for late-onset Pompe disease generated $46.8 million in sales during the first half of 2025, marking a 74% year-over-year increase [5] Market Dynamics - Amicus is heavily reliant on Galafold for revenue, which poses risks if regulatory challenges arise [6] - The company faces significant competition from established players in the lysosomal storage disorder market, including Sanofi and Takeda Pharmaceuticals, which market products for Fabry and Pompe diseases [7][8]

Group 1 - The article highlights three biotech stocks trading under $10.00 per share as potential investment opportunities [1] - The investing group, The Biotech Forum, offers a model portfolio consisting of 12-20 high upside biotech stocks along with live chat discussions and weekly research updates [1] - The group provides market commentary and portfolio updates every weekend, indicating a commitment to ongoing investor engagement [1]

Core Insights - Rigel Pharmaceuticals (RIGL) and Amicus Therapeutics (FOLD) are focused on developing treatments for rare medical conditions, aiming to establish leadership in their respective fields [1][2] Rigel Pharmaceuticals (RIGL) - Rigel's lead drug, Tavalisse, is an oral spleen tyrosine kinase inhibitor approved for chronic immune thrombocytopenia (ITP), generating $68.5 million in sales in the first half of 2025, a 44% increase year over year [3][6] - The company is also progressing with Rezlidhia, approved for relapsed/refractory acute myeloid leukemia (AML), with sales increasing 31% year over year in the first half of 2025 [4] - Rigel added Gavreto to its portfolio in 2024, contributing to revenue growth in the first half of 2025 [5] - The company raised its total revenue guidance for 2025 to $270-$280 million, up from a previous estimate of $200-$210 million, due to strong sales performance [6] - Rigel has a pipeline product, R289, in early-stage studies for myelodysplastic syndrome (MDS) and is exploring Rezlidhia's use in other cancers [7] Amicus Therapeutics (FOLD) - Amicus' lead product, Galafold, generated $233.1 million in sales in the first half of 2025, an 11% year-over-year increase, with patent protection extending to 2038 [8][9] - The company’s two-component therapy, Pombiliti + Opfolda, approved for late-onset Pompe disease, generated $46.8 million in sales in the first half of 2025, a 74% increase year over year [10] - Amicus is experiencing a shift of patients from Sanofi's Pompe disease drugs to Pombiliti and Opfolda, with expectations for increased patient starts in new markets in the second half of 2025 [11] - Despite the growth of Galafold and Pombiliti + Opfolda, FOLD remains heavily reliant on Galafold for revenue, posing a risk to the company's overall growth [12] Financial Estimates and Performance - The Zacks Consensus Estimate for Rigel's 2025 sales and EPS indicates a year-over-year increase of approximately 57% and 415%, respectively [13] - In contrast, Amicus' 2025 sales and EPS estimates imply a year-over-year increase of around 18% and 29%, respectively, with EPS estimates for 2025 trending downward [17] - Year-to-date, RIGL shares have increased by 80.1%, while FOLD shares have decreased by 11.3%, compared to an industry return of 11.7% [19] - Amicus is valued higher than Rigel based on the price-to-sales (P/S) ratio, with FOLD trading at 4.51 times trailing sales compared to RIGL's 2.05 [20] Comparative Analysis - Rigel holds a Zacks Rank 1 (Strong Buy), indicating a more favorable investment outlook compared to Amicus, which has a Zacks Rank 3 (Hold) [24] - Rigel's strong performance and optimistic guidance for 2025, driven by Tavalisse and other products, suggest significant upside potential [25] - Amicus' reliance on Galafold and competition from established players like Sanofi present challenges for sustained growth [26] - Rigel's expanding portfolio, improving earnings estimates, and lower valuation position it as a more attractive investment compared to Amicus [27]

Company Overview - Amicus Therapeutics (FOLD) shares increased by 6.4% to close at $8.48, with trading volume significantly higher than usual, reflecting strong investor interest [1] - The stock has gained 7.7% over the past four weeks, indicating a positive trend [1] Product Performance - The rise in stock price is linked to strong sales of the company's lead product, Galafold, and the combination drug, Pombiliti + Opfolda [2] - Galafold generated sales of $233.1 million in the first half of 2025, marking an 11% year-over-year increase [2] - Pombiliti + Opfolda achieved sales of $46.8 million in the same period, representing a substantial 74% year-over-year growth [2] Earnings Expectations - Amicus Therapeutics is projected to report quarterly earnings of $0.12 per share, reflecting a 20% increase year-over-year [3] - Expected revenues for the upcoming quarter are $165 million, which is a 16.6% increase compared to the same quarter last year [3] - The consensus EPS estimate has remained unchanged over the last 30 days, suggesting stability in earnings expectations [4] Industry Context - Amicus Therapeutics is part of the Zacks Medical - Biomedical and Genetics industry, which includes other companies like Techne (TECH) [5] - Techne's stock closed 2.9% higher at $52.99, but has seen a negative return of 5.2% over the past month [5] - Techne's EPS estimate has remained unchanged at $0.42, indicating no growth compared to the previous year [6]