Financial Performance & Growth - Total revenue for Q1 2025 reached $125 million, representing a 15% growth [6] - Galafold revenue in Q1 2025 was $1042 million, with a 14% patient demand growth [23] - Pombiliti + Opfolda revenue in Q1 2025 was $21 million, showing a 92% growth at CER [50] - The company expects to surpass $1 billion in total revenue in FY 2028 [6] Strategic Priorities & Guidance - The company aims for a total revenue growth of 15-22% at CER in FY 2025 [7, 77] - Galafold revenue is projected to grow by 10-15% at CER in FY 2025 [6, 7] - Pombiliti + Opfolda revenue is expected to increase by 50-65% at CER in FY 2025 [6, 7, 53, 77] - The company anticipates positive GAAP net income during H2 2025 [7, 77] Product & Market Overview - The global Fabry market is projected to reach approximately $3 billion by 2029 [14, 15] - The global Pompe market was approximately $15 billion in 2024 and is expected to exceed $2 billion by 2029 [42, 43] - DMX-200, a Phase 3 program for FSGS, addresses a market affecting over 40000 people in the US [67]

Core Insights - Amicus Therapeutics has received approval from Japan's Ministry of Health, Labour and Welfare for Pombiliti (cipaglucosidase alfa) in combination with Opfolda (miglustat) to treat adult patients with late-onset Pompe disease [1][4]. Company Overview - Amicus Therapeutics is a biotechnology company focused on developing high-quality medicines for rare diseases, emphasizing patient dedication and innovative treatments [9][10]. Product Details - Pombiliti + Opfolda is a two-component therapy designed for increased uptake into muscle cells, with Pombiliti being a recombinant human GAA enzyme and Opfolda serving as an enzyme stabilizer [3][5]. - The therapy is indicated for adult patients with late-onset Pompe disease who weigh 40 kg or more and are not improving on current enzyme replacement therapy [6]. Clinical Study - The approval was based on clinical data from the Phase 3 pivotal study (PROPEL), which included both ERT-naïve and ERT-experienced participants [4]. Market Approval - With this approval, Pombiliti + Opfolda is now authorized in multiple regions including the U.S., E.U., U.K., Canada, Australia, Switzerland, and Japan [4]. Disease Background - Late-onset Pompe disease is an inherited lysosomal disorder caused by a deficiency of the enzyme acid alpha-glucosidase, leading to glycogen accumulation and progressive muscle weakness [8].