Amicus Therapeutics at Cantor Global: Strategic Growth and Challenges

On Wednesday, 03 September 2025, Amicus Therapeutics (NASDAQ:FOLD) presented at the Cantor Global Healthcare Conference 2025, offering a comprehensive overview of its current performance and future prospects. The company highlighted its strategic initiatives, including the positive growth of its commercial products and the challenges of market dynamics and financial discipline.

Key Takeaways

• Amicus’s Galafold achieved over $128 million in global sales in Q2, aligning with a 10% to 15% growth rate.
• Pombility/AppFolda reported strong growth with $26 million in sales, within the 50% to 65% guidance range.
• The company is on track to achieve GAAP profitability in the second half of the year.
• Amicus projects revenue to surpass $1 billion in three years, with Galafold contributing approximately 60%.
• The licensing of DMX-200 for FSGS represents a significant addition to Amicus’s pipeline.

Financial Results

• Galafold: Generated over $128 million in global sales in Q2, maintaining a growth rate of 10% to 15%.
• Pombility/AppFolda: Achieved $26 million in global sales in Q2, reflecting a 50% to 65% growth rate.
• Profitability: Amicus is on track for GAAP profitability in the second half of the year.
• Revenue Projections: Expected to surpass $1 billion in three years, with Galafold contributing 60% and Pompe 40%.

Operational Updates

• Galafold: Holds a 70% global market share for patients with amenable mutations, with compliance rates over 90%.
• Pompe: The market is growing to $2 billion, with Amicus aiming for a 50% market share in launched markets.
• FSGS (DMX-200): Licensed from Dimerix, with Phase III trials 75% enrolled and expected to fully enroll by year’s end.

Future Outlook

• Galafold: Expected to maintain a low teens, high single-digit growth rate through its IP life cycle.
• Pompe: Rapid growth anticipated, with a goal of 50% market share in launched markets.
• DMX-200: Potential to become a billion-dollar product in the U.S. market alone.
• Strategic Initiatives: Focus on improving FSGS diagnosis and exploring additional indications for DMX-200.

Q&A Highlights

• Galafold Market: The treated Fabry market has doubled to 12,000 patients, with AI and machine learning expected to improve diagnosis rates.
• FSGS Market: High unmet medical need with no approved treatments; DMX-200 aims to disrupt the inflammatory cascade and improve outcomes.
• Interim Analysis: Amicus will consider another interim analysis for DMX-200 to assess futility and track progress.

For more details, readers are encouraged to refer to the full transcript of the conference call.

Full transcript - Cantor Global Healthcare Conference 2025:

Kristen Kluska, Biotech Analyst, Cantor: Okay. Good morning, everybody. I’m Kristen Kluska, one of the biotech analysts at Cantor. Very happy to be hosting Riley Campbell of Amicus Therapeutics. Thanks so much for being here.

Riley Campbell, Amicus Therapeutics: Thank you, Kristen. Thanks to Cantor for having us. It’s a great conference so far.

Kristen Kluska, Biotech Analyst, Cantor: Awesome. I’m glad to hear that. Maybe just to start, do you mind giving us the typical high level overview?

Riley Campbell, Amicus Therapeutics: Yes. So as a reminder, we’re Amicus Therapeutics. We develop therapies for people living with rare diseases. We have two commercial products today. The first is Galafold, which is our legacy product.

We launched that in 2016, have seen great growth over the years with Galafold. I know we’ll talk more about how we see that product evolving over time. But importantly, in the second quarter, we did over 128,000,000 in global sales for that product, and that’s within our 10% to 15% growth rate. So very excited to see that product continue to evolve. Of course, we also have our second product, which we launched, Pombility AppFolda, for the treatment of people living with Pompe disease.

And there, too, seeing robust growth in the second quarter, twenty six million in global sales there, which is within our 50% to 65% guidance range as well. So really excited to see some progress, and we’ll talk a lot more about the drivers for Pomp, of course. And then the new part of the story, which I know we’ll talk a little bit more about today, is we did, earlier this year, license a product called DMX-two 100 from a company called Dimerix, which is in late Phase III development for the treatment of FSGS, which is a rare kidney disease. Really excited to have another product in the portfolio and one that we think can help thousands of people living in The United States. And then last but not least, very strong financial position.

We’re on track to be GAAP profitable for the first time in during the second half of this year. So we think an exciting story and one that we’re really really eager to to talk more about over the course of the year.

Kristen Kluska, Biotech Analyst, Cantor: Okay. Awesome. So, yeah, next spring, ten years on the market for Delf. Hope you have something fun up your sleeve for the Amicus team to celebrate. But take us back in time when you had that launch, what did you think the Fabry disease market looked like in terms of number of patients, size, and then also what percent of patients might ultimately end up being candidates?

Riley Campbell, Amicus Therapeutics: Yes. So remember, great questions, Galafold is a small molecule chaperone and we did a whole host of work to characterize what causes Fabry disease. There are thousands of mutations that can lead to the disease and we estimate that about a third to a half of people living with Fabry disease would have an amenable mutation is what we call them. At the same time, at that time, this is now 2015, 2016, there were about ten thousand patients globally who were diagnosed with the disease and about five thousand of them were treated. You can figure about a 200,000 average net price.

So it was a $1,000,000,000 market at that point in time. And honestly, at that time, we thought if you’re treating about a third of those patients, maybe they all go in therapy at some point, could this be a $700,000,000 market for Galafold eventually? So that was kind of our initial ambition. What’s been really exciting to see is a couple of things. So first of all, we’ve established Galafold as standard of care for people with amenable mutations.

So in terms of execution, in terms of is the product delivering, think the answer is yes. So that’s been really important. But interestingly, we’ve really learned two things over time. The first is Fabry disease is probably even more diagnosed than we could have ever imagined. Where we sit today, the treated market has more than doubled.

So now there’s 12,000 patients that are treated with a Fabry treatment today and that’s both Galafold but then also the legacy enzyme replacement therapies. So that’s pretty unusual in and of itself to see a market double a treated market double over a period of time. However, there are now 6,000 diagnosed untreated patients. So the total diagnosed market is actually 18,000 patients. So that’s a really exciting opportunity to continue to provide patients with a new treatment alternative with Galafold.

The other piece, though, to your point about eligible populations, and this is something that has been hinted at over time, but we’re seeing it now more and more. That initial population, those 10,000 patients represented probably a more severe form of the disease. They were easier to diagnose and it just so happens that those patients had more of that thirty percent to fifty percent amenability rate. What we’ve learned over time with newborn screening, looking at late onset patients who are newly diagnosed, actually it looks like a high preponderance of those later onset mutations are amenable to the could be amenable to the chaperone, so more like eighty percent or ninety percent. So we’re successful from a commercial perspective, that’s really important.

The market is growing and growing at a really healthy rate and it may very well be that more patients are eligible to take our medicine than we ever thought.

Kristen Kluska, Biotech Analyst, Cantor: Okay. So now instead of looking behind, let’s look ahead. I’m curious when you and I sit together here at the Cantor two thousand and thirty conference and have this fireside chat. What do you think diagnosis is gonna look like? And it’s it’s hard to to not give a shout out to things like AI 100%.

That are

Riley Campbell, Amicus Therapeutics: kind of

Kristen Kluska, Biotech Analyst, Cantor: brand new. Right? Which might even help with some of these ongoing initiatives.

Riley Campbell, Amicus Therapeutics: So we’ll all get here in our flying car and our avatars will actually do the talk. We won’t even do the talk, but what do we think? So if you were just to project forward the rate of diagnosis that we saw over the last decade, that puts you at like twenty five thousand diagnosed Fabry patients, which on the one hand sounds really significant. It would be the by far the largest pool of diagnosed patients with a lysosomal storage disorder and maybe starts to creep out of hyper orphan disease into something larger. What’s interesting though is there should be a hundred thousand patients living with Fabry disease out there in the world who haven’t been diagnosed.

So you know that the opportunity is there. For sure, technologies will play a huge role in finding those patients. Interestingly enough, probably the biggest change over the last ten years has just been the availability of low cost genetic testing. So that if patient comes into increasingly a cardiologist or nephrologist, they can just order a genetic test to confirm that it could be Fabry or it could be a whole host of other genetic diseases that we now know cause a lot of these idiopathic broader cardiomyopathies, etcetera, end stage renal disease, etcetera. So that in and of itself has been huge.

We’ve learned a lot more about what a Fabry patient looks like, so we have better questions to ask. Interestingly newborn screening which while falling way behind Pompe in The United States as an example there are only eight states that currently screen for newborns or screen newborns for Fabry disease I should say. You do family screening when you find those, we call them index patients, you typically find four or five family members who have the disease. So that in and of itself is actually making a difference. But then where and so all that’s kind of going on and that’s great.

Where we still don’t know the impact and where maybe that’s the difference between I hope the 25,000 and and more than that is how is AI machine learning gonna improve our ability to diagnose patients. And I think that’s frankly still unknown. We are doing some work with OM1, which is a machine learning company that’s helping us, has helped us deploy an algorithm into the Penn medical system. We hope to have more information on what we’re finding there at the end of this year. We did do an interesting study in The UK looking at health and equity, found that a significant portion of patients, eighty percent of the patients diagnosed with Fabry were in the top two socioeconomic deciles and I think ninety percent of them were white, which tells you you’re missing a huge chunk of patients who are of color and are of lower socioeconomic means.

So clearly there’s something going on in there, we’re doing that in other markets as well. And then you have a whole host of companies, Komodo and Genomemon and GeneDx and a whole bunch of folks that are out there aggregating data, looking in health records and improving their diagnostic capabilities. And so I have to believe in the next three to five years, you’re gonna see some improvement there as well. And and I and I hope then to be able to say, hey, maybe maybe Galafold could be even bigger than we think it is today.

Kristen Kluska, Biotech Analyst, Cantor: Yeah. So I know, you know, we talked about this 10 milestone. Obviously, other regions came on board afterwards, but typically when you see a drug on the market for ten years, it starts to either reach or has surpassed its plateau. We’re not even close to seeing that So, besides the fact that there’s just been frankly more patients diagnosed, what are the other drivers that have led to this growth pattern continuing?

Riley Campbell, Amicus Therapeutics: Yeah, mean I think first and foremost it’s the evidence and the impact we’re having on patients and I think there’s two places to look at that. The first is we still have over ninety percent compliance and adherence. This is a chronic oral medication and I think, I suspect I haven’t done this in a long time, that we’re one of the leading, compliance and adherence rates for for chronic oral medication. So clearly that says it is having some sort of impact. There’s high satisfaction on the part of physicians and patients because you do have a proven technology in enzyme replacement therapy that they could switch to.

I think the other piece of that is we’re also we have a large registry that we’ve had since we launched the product. We continue to publish real world evidence that shows the impact we’re having on things like proteinuria, like cardiomyopathy, like or like Fabry events. So I think that evidence continues to support the use of medication as well. We talked a little bit before around being standard of care, so we’re about a 70% global market share of treated amenable patients. So there’s still 30% more to switch and in some countries we’re up at 90 plus percent share, so you know there’s still an opportunity there.

But the other interesting thing is that when we launched the product, was all about switching. Now 80%, like in The U. S, U. K, Germany, 80% of our demand is naive patients, newly diagnosed patients. And so that’s been an interesting evolution and that’s where, again, continuing to fuel the diagnosis and finding of patients so you can offer them a treatment I think is really important.

Kristen Kluska, Biotech Analyst, Cantor: Okay. So three years from now you’re expecting total revenue could surpass a billion dollars much of which at least we expect is going to be driven by Galafold. Help us tie it all together to allow your confidence towards this prediction.

Riley Campbell, Amicus Therapeutics: Yes, you put all those dynamics in place, I hope it’s clear that the patients are there to come on the therapy. So if you just run the math, pretty it’s obvious that you’ll be able to have a significant opportunity to continue to bring patients on. In terms of kind of how we guesstimate what’s guesstimate, project what’s gonna happen between now and then, I think it’s probably be 60% Galafold of that billion dollars, know, plus or minus a few percentage points. How do you get there? You know, we’re gonna grow at 10% to 15% this year.

We think that the growth rate stays in the low teens, high single digits, frankly, through the through the end of the the IP life cycle. So you’re still in a very kind of robust growth time for Galafold, and I think you can, you know, pretty easily run a line that that gets you to that sort of 60% ish number of that billion dollars in combined sales.

Kristen Kluska, Biotech Analyst, Cantor: Okay. Last year at our fireside chat, I remember sharing with you that investors, there was a interest in seeing you build out a pipeline. And today Yeah. We can fortunately talk about that with your new addition for focal segmental glomerulosclerosis. I’m just gonna say FSGS.

Riley Campbell, Amicus Therapeutics: FSGS. Yeah.

Kristen Kluska, Biotech Analyst, Cantor: Much easier in biotech land.

Riley Campbell, Amicus Therapeutics: Oh, that’s good. I’m impressed. That’s it took me a while. I practiced quite a bit before I was ready to do it.

Kristen Kluska, Biotech Analyst, Cantor: Tell us a little bit more about this indication, please.

Riley Campbell, Amicus Therapeutics: Yeah, so loosely translated that’s you know some segments of the glomeruli or which is the kidney filtration units are scarred, sort of the lay translation of the fancy scientific name. Really high unmet medical need, no approved treatments for FSGS today. We think that there are at least forty thousand patients living with FSGS. I think it could be much more than that. We know that actually there’s an inequity of diagnosis.

There’s a predominant genetic subtype which impacts the African American community. So I think a lot of what you’ll find with FSGS is that it will look a lot like some of these other diseases where you’ll find more patients as you have therapies approved. Unfortunately, these patients have significant morbidity and mortality within five to ten years of diagnosis. They’re typically in end stage renal failure. Like I said, there’s no approved treatments, there are ACEs and ARBs and steroids can address a subpopulation and we can talk more about that because I think it’s relevant here.

But just really excited to have the ability to now partner with Dimerix on a unique mechanism, a CCR2 inhibitor, but in and of itself it’s a unique CCR2 inhibitor which we should talk about. We think there’s a real ability then to disrupt the inflammation cascade that is hallmark with FSGS and hopefully lead to significantly improved outcomes.

Kristen Kluska, Biotech Analyst, Cantor: Whenever there’s one of these like larger orphan indications with no approved therapies, that often begs the question of why is it that the disease course hasn’t been understood traditionally? Companies that have tried in the past, maybe the targeting wasn’t right. Do we have a good sense of maybe why this might be?

Riley Campbell, Amicus Therapeutics: Yeah, I think part of it is it’s a complicated disease and there’s multiple different So there’s a genetic subtype, there’s a primary subtype, there’s a secondary subtype which is caused when you have things like diabetes and other risk factors. So part of it is unlike Fabry Pompe which is just a monogenic disease where you can target that one gene that’s impacted. Here you have a lot going on. It’s also a fairly complex process and I think we’ve learned a lot about the kidney and its function over time and so effectively you’re caught in this sort of inflammatory cascade where you start to get the scarring which then leads to proteinuria which then leads to increased inflammation, which then leads to more scarring and you get into this kind of vicious circle.

I think people have had a hard time trying to decide where to target to sort of block that cascade and there’s multiple types of inflammation. So it is I think complex. Although you are seeing, I think, more interesting things on the horizon. Obviously, Trevere has a drug that’s in late stage development, which is a different mechanism, eager to see them continue to move that forward. And yes, so I think it’s been a challenge of the complexity of the disease and then within that sort of where do you target to make a real impact.

Kristen Kluska, Biotech Analyst, Cantor: Yeah. We’re rooting for all

Riley Campbell, Amicus Therapeutics: of you

Kristen Kluska, Biotech Analyst, Cantor: because these patients need something.

Riley Campbell, Amicus Therapeutics: Hundred percent. Hundred percent.

Kristen Kluska, Biotech Analyst, Cantor: So, let’s talk about the targeting a little bit more. How has CCR2 been shown to mediate glomerular injury? And considering it’s a relatively fast progressing disease, at what stages of the course might interrupting the chemo kind potentially slow down or maybe even reverse disease?

Riley Campbell, Amicus Therapeutics: Dr. Yeah, so it’s long been associated with elevation in MCP-one which is another inflammatory marker and what is interesting is the other CCR2 inhibitors acted in a very different way and in fact ended up increasing MCP1. So there was almost like a rebound or echoing effect that led to increasing MCP-one levels, which then were not able to show differentiation. Our CCR2 inhibitor, and I wish had I wish there was an opportunity to name it a different class or call it something different because it would help differentiate from some of the other ones. It actually binds to both the headomers and the monomers of CCR2 and the complex they form to prevent and to lower MCP1 and then also lower proteinuria.

And so it’s a very different mechanism. We have lots of data and we could talk more about kind of why we’re excited about the data that we’ve seen and confident in the outcome of the disease. But fundamentally it leads to a reduction in monocyte driven inflammation. And so technically we don’t know that CCR2 inhibition would lead to better outcomes but we do have is a really I think important analog which is corticosteroids. So corticosteroids have been shown to reduce monocyte inflammation and other forms of inflammation and when they work they actually lead to a ten year survival rate of the kidney of seventy percent to eighty percent.

So significant preservation of kidney function and kidney survival over a long period of time which is really exciting. The challenge with corticosteroids is they only work in about a third of the population. So a significant portion of the population don’t see that benefit. So we believe the mechanism and the pathway is sound but that refractory population, which is what we’re targeting, they need something much more. And so and I should clarify our the the Dimerix approach, now our approach is to combine DMX200 with ARBs, with standard ARBs to lead to that monocyte reduction in monocyte inflammation.

Okay.

Kristen Kluska, Biotech Analyst, Cantor: And then if one is able to reduce the damage or proteinuria, how has this been shown to correlate with delaying transplants or kidney failure even?

Riley Campbell, Amicus Therapeutics: Yeah, I think if you look at that stat I just shared with you, know, that tells you that if you can reduce that proteinuria and the inflammation you can get to at least with steroids you got to a ten year survival rate of seventy to eighty percent of that kidney, right? So that is a significant benefit whereas I think the reverse is true, Jeff, I’m going to have to phone a friend here, from onset of diagnosis of disease to end stage renal failure is five to ten years, right? So if you’re not treated in five to ten years you’re going to be losing a kidney effectively. Whereas if you can control that inflammation you can actually preserve it for seventy percent eighty percent of people are preserving it out to ten years.

Kristen Kluska, Biotech Analyst, Cantor: Okay. So the trial design’s a bit de risked as you get these interim analyses

Riley Campbell, Amicus Therapeutics: Yes.

Kristen Kluska, Biotech Analyst, Cantor: To make sure that things are trending well. How has this given you confidence to date in a positive outcome ultimately?

Riley Campbell, Amicus Therapeutics: Yes. We were really thrilled with the data package that we saw when we did diligence on the asset. So of course, we had the preclinical safety and efficacy data that was all very positive and in fact the FDA has said that’s sufficient to support a filing of the product, which is great. So there wasn’t like a lot of leftover work that we had to do there. They did do a number of Phase II studies in a number of rare kidney diseases and saw consistent reduction in proteinuria and other positive benefits and and it was generally safe and well tolerated in those phase two studies.

So you had a nice phase two dataset to look at, which was great. What was really exciting to your point though is then they designed a phase three study and there were a couple important things. The first is that we they had received feedback and then we actually had the minutes from that feedback prior to doing the deal where the FDA agreed to proteinuria, two year proteinuria outcomes as an approval endpoint. This is the first time that we’ve seen this by the agency. A large part of that is due to the Parasol group, which is that group of nephrologist thought leaders who have looked at connection of proteinuria to GFR.

So we knew that the agency was open to proteinuria as an approval endpoint, which is fantastic. But then the second thing they did is they did an interim analysis where they disclosed previously before we actually licensed the product, they disclosed that the treatment group statistically favored the placebo group on proteinuria. So in about a third of patients we know already that you’re seeing the statistically positive trend in favoring the treated group with DMX200. So you’ve got great preclinical data, you’ve got some very, very supportive Phase II data, you’ve got a clear endpoint that the FDA provided support for and then you have an interim analysis that confirms at least at that stage of the study that you were on track to meet that endpoint. Okay.

Kristen Kluska, Biotech Analyst, Cantor: And then what level of evidence do we have to suggest durability especially as patients naturally are becoming more advanced in their disease progression given the shorter timelines here?

Riley Campbell, Amicus Therapeutics: Yeah. And I think maybe that’s a little bit related to what you had said earlier, is like when to intervene and is there too late? I mean, of course, at some point, end stage renal disease is hard to reverse but it does look like having an intervention kind of anywhere during that time period can have a positive outcome in preserving proteinuria preserving, sorry, improving proteinuria and preserving kidney function. I think that frankly the reality is again, the best thing we have to say like long term reduction in inflammation, I’d look at ARBs and I’d look at corticosteroids and the patients where they’re effective in, they do show a long term benefit. We don’t have enough data yet in FSGS for DMX two hundred but of course the part of the objective of the phase three study is to show two year benefit in proteinuria and if we can demonstrate that I think we’ll have an approval product and I think we’ll have a great intervention for patients.

Kristen Kluska, Biotech Analyst, Cantor: Okay. So we understand the full phase three final analysis will come in 2027, but are there any near term milestones to be aware of for this program?

Riley Campbell, Amicus Therapeutics: Yeah. So a couple of exciting milestones to look forward. The first is the Parasol group has been continuing to analyze a new set of data, in particular, thinking more about the primary endpoint of proteinuria for the study. They’re starting to report that data to us and to DMX200 and a couple of other collaborators. And so we’ll look to digest that data, and I’m sure at some point, either at a conference or some other place, we’ll we’ll share the outcomes there.

That will give us all, I think, better confidence in the connection between proteinuria and GFR, which will be great. There’s also of course the enrollment of the study, we’re 75% enrolled today in the study and we’re on track to fully enroll that by the end of this year, that keeps us on track for the ’27 date that you’re talking about. A couple of other interesting things, first is we know of course Trevere has an AdCom and so whatever, again different mechanism and a different set of circumstances, but I think importantly whatever the FDA tells them and the AdCom tells them about proteinuria and the trial design, etcetera, will help us inform our final statistical analysis plan. And then the last piece of the puzzle, which you kind of hinted at, is we do intend to go back to the FDA and talk about another interim analysis where we could at the very least again run a futility and see whether the trial is on track. So over the next kind of three, six, twelve months, I think you’ll see some interesting and supportive milestones towards that progress.

Kristen Kluska, Biotech Analyst, Cantor: Okay. And what’s gonna take what is it gonna take for this to be a billion dollar product?

Riley Campbell, Amicus Therapeutics: You know, look, I I think we’ve been we tried to be pretty conservative in how we thought about the market opportunity. So we say kind of at least forty thousand diagnosed patients with FSGS today. I think there are statistics that say that’s more like forty thousand to eighty thousand in The U. Alone. I should clarify, our rights are in The U.

S. For this product. So in The U. S. Alone it could be upwards of eighty thousand but we are very conservative there.

Again we’ve taken patients who are refractory to corticosteroids, have primary FSGS and so that leaves you with like a five thousand to ten thousand patient population, they have no available treatments today if you apply kind of a standard orphan pricing for a small molecule and kind of a standard penetration rate, I think you can easily get to a billion dollar product opportunity. I do think there are some upsides for DMX200 in particular So we also have rights to develop this in other indications. We have to solve some IP opportunities there, which we were very successful doing in with Galafold as an example. But I do think I hope that we can come back in a year’s time and and have, you know, perhaps even more indications that we could pursue this in if we can get the IP in a place that gives you enough time to do it.

Kristen Kluska, Biotech Analyst, Cantor: Okay. Definitely wanted to make sure I could cover PUM building up full, but thanks for all that background. I know it’s a new program for a lot of folks. But so for Pompe disease, how are you thinking about the projection here for the next three years, as it relates to the 2020 revenue guidance?

Riley Campbell, Amicus Therapeutics: Yes. So again, if you do the opposite, if Galafold is about 60% plus or minus, Pompe is then about 60% or 40% plus or minus of that billion dollar sales projection. And so how do you get there? Well, today or I guess at the end of last year it was about a billion and a half dollars globally for all Pompe treatments, the legacy ERTs and then Palmdale Ulfolda. We believe that’s growing to $2,000,000,000 so under diagnosed, not quite to the same tune as Fabry but still healthy growth in that market based on finding new patients and based on having new therapies available.

Again, we’re growing at 50% to 65% this year. We could talk about all the exciting things we saw over the second quarter and but, you know, if you if you you know, this will be a very fast growing product as we’re still in the meat of the launch. And our ambition to kinda square all that away is that we wanna get to about a 50% share in every market that we launch into. So we’ll be right about that five year mark for a number of those markets in another three years, and so you could see a significant contribution of revenue from from PalmUp.

Kristen Kluska, Biotech Analyst, Cantor: Okay. And and to close, do you mind sharing your current financial situation? And then and then, of course, anything else our audience should take away today.

Riley Campbell, Amicus Therapeutics: Yeah. You know, our focus is really on after, you know, kind of a tumultuous six months in the market and for Amicus specifically, building on our strengths. You know, we know we’ve been successful in commercializing Galafold. Again, we hope to grow that product 10 to 15%, and we see, low teen, high single digit growth rates really through the life of that product. I think we understand now the dynamics in Palmdale, Upholda and Pompe market space that took us a little while to get our handle on, but we’re seeing that momentum.

And again, we can draw on the strengths that we had with commercialization with Galafold. I’m confident that will be a billion dollar plus product at peak. And I think now we’re on a trajectory where we can have a better handle of how we get there. As we talked about, DMX 200, totally unappreciated part of the story. I think very few folks are I’m super glad that you got you asked the question, Kristen, but I think very few folks have done real work for Amicus in that space, but it is a very exciting space.

And I think over the course of the next six months, we’ll spend a lot more time talking about that, and I hope people start to give us some credit and opportunity there. And then our financial strength. I mean, look, it’s a it’s a tough time. People are having a hard time raising money, and we took, you know, two years to get to to profitability and get our own house in order, and I think we were able to do that successfully, and now we get to build on that. As you said, we have the start of a pipeline.

I think we can incrementally add to the Anarchist story over the next six months or so and do what we do best, which is bring great medicines to patients.

Kristen Kluska, Biotech Analyst, Cantor: Thank you so much for being here Bradley, really appreciate it and we are rooting for you on all these fronts.

Riley Campbell, Amicus Therapeutics: Thank you very much, appreciate it.

Kristen Kluska, Biotech Analyst, Cantor: Thank you.

Riley Campbell, Amicus Therapeutics: Thanks guys.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.