Amicus Therapeutics, Inc. Q3 2025 Earnings Recap

Amicus Therapeutics reported robust third-quarter growth in its Fabry and Pompe business, achieving double-digit revenue increases and GAAP profitability while reinforcing its confidence in reaching $1 billion in combined sales by 2028.

Key Takeaways

• Revenue for Galafold reached $138.3 million, representing a 12% increase at constant exchange rates and a 15% rise in reported terms.
• The company experienced a 13% year-over-year patient growth for Galafold, with record demand and the highest level of new patient starts since its launch.
• Pombiliti and Opfolda also showed significant momentum, contributing to strong commercial demand across established and new markets.
• The ongoing Phase III ACTION3 study for DMX-200 is over 90% enrolled, addressing a critical need in FSGS treatment.
• Amicus maintains a growing cash position and anticipates achieving GAAP net income for the second half of the year.