BUY Conviction4/5 Analysis quality70/100 now
The YouTuber highlights Amicus Therapeutics as a promising biotech with two approved therapies, Galafold and Pomal + Apolda, showing strong revenue growth and market share. The company has achieved non-GAAP profitability and is expected to turn GAAP earnings positive next year, supported by a healthy cash position to fund future growth.
“Amicus also guided to 4 90% sales growth and its recently approved pomal and apolda therapy suggesting a very strong launch growth targets for Amicus aren't the highest of the group but it is consistent with 29% sales growth this year and 23% expected next year to 640 million.”