Amicus Therapeutics (FOLD) has significantly transformed over the last few years. From a company with an uncertain regulatory status of its lead product (Galafold) and a young and not too diversified pipeline to a company with substantial evidence of strong commercial capabilities and a significantly expanded pipeline. Yes, there were setbacks along the way, but the changes to the thesis were (very) net positive. Amicus is one of the typical biopharma stocks I want to own:
- One with a capable and bold management team (their achievements and qualities are summarized in the points