(FOLD) Amicus Therapeutics - Ratings and Ratios

Amicus Therapeutics, Inc. (NASDAQ:FOLD) is a biotechnology company specializing in the development of treatments for rare and devastating diseases. Their lead product, Galafold, is an oral precision medicine designed for adults with Fabry disease who have amenable gene variants. Fabry disease is a rare genetic disorder caused by the buildup of a particular type of fat in the bodys cells, leading to severe complications. Galafold works as a chaperone therapy, helping cells produce a functional version of the deficient enzyme.

Amicus has built a pipeline focused on lysosomal disorders, a class of rare genetic diseases characterized by enzyme deficiencies. In addition to Galafold, they are advancing a combination therapy for late-onset Pompe disease, a disorder caused by the accumulation of glycogen in muscles. Their approach combines Pombiliti, an enzyme replacement therapy, with Opfolda, a chaperone to enhance enzyme stability and uptake.

The company has established strategic collaborations to expand its capabilities. They have a partnership with the University of Pennsylvania to develop gene therapies for parvovirus B19 and other rare diseases. Additionally, they have a licensing agreement with GlaxoSmithKline (GSK) for the commercialization of Galafold outside the United States.

Amicus Therapeutics, Inc. was founded in 2002 and is headquartered in Cranbury, New Jersey. The company has a market capitalization of approximately $2.9 billion, reflecting its position as a leader in the rare disease space. With a price-to-sales ratio of ~6, investors should consider the companys revenue growth trajectory and the potential for its pipeline assets to drive future value.

Key metrics for investors include a forward P/E ratio of ~63, indicating expectations for significant growth in earnings. However, the current P/B ratio of ~16.4 suggests a premium valuation relative to book value. For fund managers, the companys focus on rare diseases with high unmet need and its platform approach to lysosomal disorders are key points of consideration.