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Amicus Therapeutics
Amicus Therapeutics (FOLD) investor relations material
Amicus Therapeutics Proxy Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy Filing summary23 Feb, 2026
Executive summary
Special meeting scheduled for March 3, 2026, to vote on the proposed merger with BioMarin, where Amicus would become a wholly owned subsidiary of BioMarin via a merger with Lynx Merger Sub 1, Inc.
The merger agreement was signed on December 19, 2025, and the proxy materials were supplemented to address recent legal and shareholder developments.
Forward-looking statements highlight risks related to shareholder approval, regulatory conditions, competing offers, and integration challenges.
Voting matters and shareholder proposals
Stockholders are asked to vote on the adoption of the merger agreement and related transactions.
Shareholders who have not yet submitted proxies are urged to do so; those who have may change or revoke their proxies if desired.
Board of directors and corporate governance
A Transactions Committee, including the Board Chair and Audit and Compliance Committee members, was formed in March 2024 to oversee potential business development, including the BioMarin transaction.
No additional compensation was provided to committee members for their service related to the merger.
Future legal demands: Amicus's disclosure policy?
Board's rationale for not seeking higher BioMarin offer
DMX-200 MLN indication: Why excluded from Dec projections?
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Latest events from Amicus Therapeutics
- 2025 revenue up 17% at CER to $634M; BioMarin acquisition expected Q2 2026.FOLD
Q4 202520 Feb 2026 - Shareholders to vote on a cash merger with BioMarin at a 33% premium, board recommends approval.FOLDProxy Filing2 Feb 2026
- Q2 revenue up 34%, non-GAAP profitability achieved, guidance raised, and $260M cash reserves.FOLDQ2 20242 Feb 2026
- Commercial momentum and strategic investments position both products for $1B+ peak sales.FOLDGoldman Sachs 45th Annual Global Healthcare Conference1 Feb 2026
- Shareholders to vote on BioMarin acquisition amid strong 2025 financial estimates and outlined risks.FOLDProxy Filing26 Jan 2026
- Strong rare disease growth, market expansion, and operational progress support profitability.FOLDMorgan Stanley 22nd Annual Global Healthcare Conference22 Jan 2026
- Shareholders to vote on $14.50/share cash merger, with board unanimous support and full financing.FOLDProxy Filing21 Jan 2026
- Durable growth, expanding diagnosis, and strategic execution drive strong outlook and upside.FOLD2024 Cantor Fitzgerald Global Healthcare Conference20 Jan 2026
- Q3 2024 revenue up 37% year-over-year, guidance raised, and non-GAAP profitability achieved.FOLDQ3 202416 Jan 2026
Next Amicus Therapeutics earnings date
Q1 202630 Apr, 2026
Amicus Therapeutics
Next Amicus Therapeutics earnings date
Q1 202630 Apr, 2026
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