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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Amicus Therapeutics
Amicus Therapeutics (FOLD) investor relations material
Amicus Therapeutics has been acquired
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.
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Latest events from Amicus Therapeutics
- 2025 revenues up 13%–17% year-over-year; $4.8B acquisition expected Q2 2026.FOLD
Q4 2025 - Shareholders to vote on a cash merger with BioMarin at a 33% premium, board recommends approval.FOLDProxy Filing
- Sales momentum, pipeline progress, and global expansion drive strong growth outlook.FOLDMorgan Stanley 23rd Annual Global Healthcare Conference
- Strong growth in Pompe and Fabry therapies, with durable outcomes and expanding market reach.FOLD2024 Cantor Fitzgerald Global Healthcare Conference
- Q3 2024 revenue up 37% year-over-year, guidance raised, and non-GAAP profitability achieved.FOLDQ3 2024
- Strong product growth, expanding market share, and operational discipline drive profitability.FOLDMorgan Stanley 22nd Annual Global Healthcare Conference
- Q2 revenue up 34%, non-GAAP profitability achieved, guidance raised, and $260M cash reserves.FOLDQ2 2024
- Commercial momentum and strategic investments position both products for $1B+ peak sales.FOLDGoldman Sachs 45th Annual Global Healthcare Conference
- Q1 2025 revenue up 15% at CER, pipeline expands, GAAP profitability expected in H2.FOLDQ1 2025
Amicus Therapeutics
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Frequently asked questions
Amicus Therapeutics Inc. is a biotechnology company focused on developing and commercializing treatments for rare and orphan diseases. The company specializes in therapies for lysosomal storage disorders and other genetic conditions, leveraging proprietary technologies in protein engineering and gene therapy. Amicus Therapeutics Inc. is headquartered in Princeton, New Jersey, and its shares are listed on the NASDAQ.