Amicus Therapeutics (NASDAQ: FOLD) Surges 3.00% to 2025 High on Q1 Revenue Growth, Analyst Upgrades

Amicus Therapeutics (NASDAQ: FOLD) surged to its highest level since September 2025, with shares climbing 3.00% intraday as optimism around its strategic initiatives and financial resilience boosted investor confidence. The rally reflects a broader shift in market sentiment following recent developments in the biotech sector.

Analyst activity has been a key catalyst, with a revised "Moderate Buy" consensus emerging from coverage updates. Institutional investors have also amplified their positions, with several large funds significantly increasing stakes in Q2 2025. These moves signal growing trust in the company’s ability to execute its growth strategy amid a challenging regulatory landscape.

First-quarter financial results underscored operational strength, with total revenue rising 15% to $125.2 million. Galaford’s net product sales grew 6% year-over-year, driven by steady patient demand, while Pombiliti + Opfolda saw a 92% revenue jump. However, management tempered expectations by revising 2025 guidance to 15–22% revenue growth, citing slower international adoption of key therapies.

Strategic pipeline expansion added momentum, particularly with the licensing of DMX-200, a Phase 3 candidate for FSGS. This move broadens Amicus’s portfolio and aligns with its focus on unmet medical needs in rare diseases. Regulatory progress in Canada and Australia for Pombiliti + Opfolda further solidified international growth potential, with additional approvals anticipated in 2025.

Despite these positives, risks remain. Delays in regulatory decisions for DMX-200 or reimbursement challenges in key markets could dampen near-term performance. Competitive pressures in the lysosomal storage disease space also pose a threat. However, the company’s disciplined cost management and path to profitability in H2 2025 position it to navigate these challenges while maintaining long-term momentum.