Amicus Therapeutics Inc. (NASDAQ:FOLD) Q3 2022 Earnings Conference Call November 7, 2022 8:30 AM ET Company Participants Bradley Campbell - President, Chief Executive Officer Sébastien Martel - Chief Business Officer Jeff Castelli - Chief Development Officer Daphne Quimi - Chief Financial Officer Andrew Faughnan - Executive Director, Investor Relations Conference Call Participants Ritu Baral - Cowen Anupam Rama - JP Morgan Joseph Schwartz - SVB Securities Tazeen Ahmad - Bank of America Sarah - UBS Dae Gon ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-33497 Amicus Therapeutics, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 71-0869350 (State or Other J ...

Amicus Therapeutics, Inc. (NASDAQ:FOLD) Q2 2022 Earnings Conference Call August 4, 2022 8:30 AM ET Company Participants Andrew Faughnan - Senior Director, IR Bradley Campbell - CEO, President & Director Sebastien Martel - Chief Business Officer Jeffrey Castelli - Chief Development Officer Daphne Quimi - CFO Conference Call Participants Anupam Rama - JPMorgan Chase & Co. Ritu Baral - Cowen and Company Joseph Schwartz - SVB Securities Dae Gon Ha - Stifel Zhiqiang Shu - Berenberg Ellie Merle - UBS Operator Goo ...

| --- | --- | --- | --- | --- | --- | --- | --- | |---------------------------------------------------------------------------------|-------|-------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 2Q22 Financial Results Conference Call & Webcast At the Forefront of Therapies | | | | | | | | | August 4, 2022 for Rare Diseases | | | | | | | | 2 Forward-Looking Statements This presentation contains "forward-looking statements" ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-33497 Amicus Therapeutics, Inc. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of (I.R.S. Em ...

| --- | --- | --- | --- | --- | --- | --- | |---------------------------------------------------------------------|-------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Corporate Overview At the Forefront of Therapies for Rare Diseases | | | | | | | | May 2022 | | | | | | | 2 Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 ...

| --- | --- | --- | --- | --- | --- | --- | --- | |---------------------------------------------------------------------------------------------------|-------|-------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 1Q22 Financial Results Conference Call & Webcast At the Forefront of Therapies for Rare Diseases | | | | | | | | | May 9, 2022 | | | | | | | | 2 Forward-Looking Statements This presentation contains "forward-looking statements" wi ...

Amicus Therapeutics, Inc. (NASDAQ:FOLD) Q1 2022 Earnings Conference Call May 9, 2022 8:30 AM ET Company Participants Andrew Faughnan - Executive Director-Investor Relations John Crowley - Chairman and Chief Executive Officer Bradley Campbell - President and Chief Operating Officer Daphne Quimi - Chief Financial Officer Jeffrey Castelli - Chief Development Officer Conference Call Participants Ritu Baral - Cowen Anupam Rama - JPMorgan Ellie Merle - UBS Beth Feindt-Scott - SVB Leerink Kristen Kluska - Cantor F ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-33497 Amicus Therapeutics, Inc. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of (I.R.S. E ...

业绩总结 - 2021年Galafold的收入为3.06亿美元，同比增长17%[9] - 2022年Galafold的收入预期为3.5亿至3.65亿美元[7] - 2021年公司产品收入为3.05514亿美元，同比增长17%[19] - 2021年净亏损为2.50460亿美元，净亏损每股为0.92美元[19] - 2021年总运营费用为4.77482亿美元，较2020年的4.76840亿美元略有上升[23] 用户数据 - Galafold在全球治疗可治疗患者中占有超过49%的市场份额[10] - Galafold在40多个国家获得批准，并在30多个国家进行商业销售[12] - 2021年Galafold的合规性和依从性超过90%[10] - 目前有150多名患有Pompe病的患者正在接受AT-GAA治疗[15] 未来展望 - 预计2023年实现盈利，无需进一步稀释性股权融资[6] - 预计2023年非GAAP运营费用将降至4.12亿至4.16亿美元[20] - 预计到2026年通过研发对齐和管道优先级调整实现约4亿美元的净节省[7] - 预计2022年Galafold收入指导为3.5亿至3.65亿美元，预计增长15-20%[21] - 预计AT-GAA将成为Pompe病患者的新标准治疗[12] - 预计2023年实现盈利，前提是AT-GAA获得监管批准并持续增长Galafold的销售[21] 新产品和新技术研发 - AT-GAA的FDA批准和积极的CHMP意见预计将于2022年获得[7] - FDA对miglustat NDA的PDUFA日期为2022年5月29日，cipaglucosidase alfa BLA的PDUFA日期为2022年7月29日[16] - 公司计划通过全球监管途径和早期接入计划，尽可能多地推进AT-GAA的使用[15] 其他新策略 - 2021年研发费用为2.72049亿美元，较2020年的3.08443亿美元有所下降[19] - 2021年Galafold的季度销售额在82百万美元左右，预计未来将继续非线性增长[10]