NASDAQ$FOLD

Amicus Therapeutics Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Announced financial results for the quarter ended September 30, 2022 and corporate updates.

Amicus Therapeutics reported strong commercial uptake of Galafold globally and is on track to deliver double-digit operational growth in 2022. The company is making progress towards gaining regulatory approvals of AT-GAA for people living with Pompe disease.

  • On-Track to Deliver Full-Year 2022 Double-Digit Revenue Growth of 15-20% at CER
  • Advancing Launch Preparation for AT-GAA in Pompe Disease
  • Updating Full-Year 2022 Non-GAAP Operating Expense Guidance from $470M-$485M to $430M-$440M
  • Strong commercial uptake of Galafold globally is on track to deliver double-digit operational growth in 2022

Headline financials

Total Revenue

$81.7M

Previous: $79.5M+2.7%
EPS (adj)

-$0.12

Previous: -$0.19+36.8%
Capital Expenditures

-$1.09M

Previous: -$2.12M+48.7%
Free Cash Flow

-$86.9M

Previous: -$134M+35.2%
Net Income

-$33.3M

Previous: -$50.3M+33.8%
Operating Income

-$33.8M

Previous: -$42.4M+20.2%
Gross Profit

$68.3M

Previous: $67.8M+0.6%
Cash & Equivalents

$278M

Previous: $386M-28.1%
Total Assets

$760M

Previous: $957M-20.6%
Stock-Based Comp

$14.8M

Previous: $11.8M+24.8%

Revenue & EPS history

Amicus Therapeutics · Revenue · Quarterly

$81.7M

Q3 2022+2.7%vs Q3 2021
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Amicus Therapeutics · $100M total across 1 segment · Q3 2023

  • Galafold
    $100M

Forward guidance

Amicus Therapeutics is on track to deliver full-year 2022 double-digit revenue growth of 15-20% at CER and is updating full-year 2022 non-GAAP operating expense guidance from $470M-$485M to $430M-$440M.

Tailwinds

  • On-Track to Deliver Full-Year 2022 Double-Digit Revenue Growth of 15-20% at CER
  • Advancing Launch Preparation for AT-GAA in Pompe Disease
  • Updating Full-Year 2022 Non-GAAP Operating Expense Guidance from $470M-$485M to $430M-$440M
  • The strong commercial uptake of Galafold® globally is on track to deliver double-digit operational growth in 2022.
  • Amicus is well positioned to drive significant value for shareholders and further our mission to bring innovative new medicines to people living with rare diseases.

Headwinds

  • The potential that results of clinical or preclinical studies indicate that the product candidates are unsafe or ineffective
  • The potential that it may be difficult to enroll patients in our clinical trials
  • The potential that regulatory authorities, including the FDA, EMA, and PMDA, may not grant or may delay approval for our product candidates
  • The potential that we may not be successful in commercializing Galafold in Europe, Japan, the US and other geographies or our other product candidates if and when approved
  • The potential that preclinical and clinical studies could be delayed because we identify serious side effects or other safety issues

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2022

Historical avgQ3 2022

-0.3%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+1.3%

Avg return

30 days after

39%

25 / 64 earnings

Positive

+28.4%

Q3 2016

Best reaction

-16.1%

Q2 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+0.2%+0.0%+0.6%
Q3 2025+1.6%+0.1%+12.3%
Q2 2025-2.5%+14.0%+23.8%
Q1 2025-13.0%-19.4%-21.0%
Q4 2024-2.9%-5.2%-8.5%
Q3 2024-6.5%-8.9%-17.1%
Q2 2024+14.8%+17.2%+16.5%
Q1 2024-9.0%-8.0%-0.9%
Q4 2023-7.4%-2.8%-14.9%
Q3 2023-14.8%-12.3%-4.2%
Q2 2023+9.1%+7.0%-1.4%
Q1 2023-4.2%-8.1%+5.1%
Q4 2022-3.9%-8.1%-15.9%
Q3 2022+6.5%+11.1%+20.5%
Q2 2022+17.5%+19.2%+10.5%
Q1 2022+7.5%+19.5%+40.0%
Q4 2021+0.0%-0.5%+13.2%
Q3 2021-3.8%-4.9%-12.6%
Q2 2021+8.5%+7.6%+20.1%
Q1 2021-1.5%-2.7%+8.5%
Q4 2020-9.0%-14.7%-19.5%
Q3 2020-1.3%+7.5%+11.8%
Q2 2020-5.3%-6.6%-9.5%
Q1 2020-1.6%+2.5%+8.7%
Q4 2019-4.2%-0.6%-7.2%
Q3 2019+3.2%+7.0%+5.8%
Q2 2019-8.5%-12.0%-21.9%
Q1 2019-4.8%-11.7%-13.2%
Q4 2018+12.0%+9.1%+9.4%
Q3 2018-6.0%-10.6%-16.3%
Q2 2018+4.7%+5.4%-16.8%
Q1 2018-4.7%-4.0%+11.2%
Q4 2017-6.2%-9.0%-0.7%
Q3 2017-10.4%-8.5%-6.6%
Q2 2017+1.1%-8.9%+6.3%
Q1 2017+1.2%+8.4%+27.3%
Q4 2016+14.5%+18.5%+9.9%
Q3 2016+28.4%+49.8%-4.6%
Q2 2016-9.5%+0.0%+1.4%
Q1 2016-9.6%
Q4 2015-4.3%
Q3 2015+8.9%
Q2 2015-16.1%
Q1 2015-1.5%
Q4 2014-0.5%
Q3 2014-0.5%
Q2 2014-2.8%
Q1 2014+0.5%
Q4 2013+2.8%
Q3 2013+3.9%
Q2 2013+7.8%
Q1 2013-1.3%
Q4 2012+11.0%
Q3 2012-13.3%
Q2 2012-5.5%
Q1 2012+6.4%
Q4 2011-4.9%
Q3 2011+3.9%
Q2 2011+6.7%
Q1 2011-1.1%
Q4 2010-4.4%
Q3 2010-2.5%
Q2 2010+10.0%
Q1 2010-1.3%

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