Amicus Therapeutics, Inc.

NASDAQ•FOLD

CEO: Mr. Bradley L. Campbell M.B.A.

セクター: Healthcare

業種: Biotechnology

上場日: 2007-05-31

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; and Pombiliti + Opfolda, for the treatment of late onset. It has collaboration and license agreements with the University of Pennsylvania to research and develop parvovirus gene therapy products; and GlaxoSmithKline. Amicus Therapeutics, Inc. was incorporated in 2002 and is headquartered in Princeton, New Jersey.

連絡先情報

47 Hulfish Street, Princeton, NJ, 08542, United States

609-662-2000

amicusrx.com

時価総額

$4.51B

PER (TTM)

-163.8

17.6

配当利回り

52週高値

$14.39

52週安値

$5.51

52週レンジ

100%

順位59Top 87.6%

2.2

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

弱い • 2.2 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$185.21M+0.00%

直近4四半期の推移

EPS

$0.01+0.00%

直近4四半期の推移

フリーCF

$15.95M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Product Sales Growth Strong Net product sales reached $634.2M USD, showing a $105.9M increase driven by Galafold and Pombiliti growth.

Net Loss Significantly Reduced Net loss narrowed by $29.0M USD to $(27.1M) in 2025, reflecting improved operational results compared to prior year.

BioMarin Merger Agreement Signed Definitive merger agreement signed December 19, 2025, offering $14.50 cash per share, expected close Q2 2026.

Pipeline Investment Dimerix License R&D costs rose $26.5M USD, primarily due to $30.0M upfront payment for U.S. commercialization rights of DMX-200.

リスク要因

BioMarin Transaction Completion Risk Failure to complete pending BioMarin merger could adversely affect business, financial results, and operations; subject to closing conditions.

Heavy Product Sales Dependence Business heavily depends on Galafold and Pombiliti sales; delays or market erosion could materially harm financial condition.

Intellectual Property Litigation Exposure Ongoing patent litigation, including Hatch-Waxman challenges, requires significant resources and uncertain outcomes affecting exclusivity.

Anticipated Continued Operating Losses Company incurred significant losses and anticipates continuing losses, requiring substantial capital to fund operations and development.

見通し

Finalize BioMarin Acquisition Closing Transaction expected to close in second quarter 2026, subject to regulatory clearances and stockholder approval conditions.

Advance Pipeline and Commercialization Continue developing next-generation therapies and preparing for potential U.S. commercial launch of DMX-200 if regulatory approvals are secured.

Maintain Cash Position Runway Current cash position sufficient for next 12 months operations, excluding Merger impact; future capital needs depend on pipeline expansion.

同業比較

売上高 (TTM)

LEGN

$1.03B

+64.2%

KNSA

$677.56M

+60.1%

FOLD

$634.21M

+20.0%

粗利益率 (最新四半期)

BEAM

95.0%

-471.3pp

TARS

92.8%

-14.0pp

ARQT

91.0%

+3.5pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
IBRX	$8.80B	-24.1	64.3%	175.0%
BLTE	$6.35B	-69.7	-42.7%	0.0%
CDTX	$5.61B	-18.6	-60.1%	0.4%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

13.9%

安定成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

75%

キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年4月29日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし