Amicus Therapeutics, Inc. (NASDAQ:FOLD)

pchop123 (76.56) Submitted: 5/3/2013 11:50:06 AM : Start Price: $3.18 FOLD Score: +4.43

oversold now

zzlangerhans (99.78) Submitted: 2/22/2013 6:28:09 PM : Start Price: $2.76 FOLD Score: +13.97

I wasn't quite ready to green thumb Amicus again but I'm going to defer to Portefeuille here, who tells me that this is a good time to get into the stock. I may be the score leader, but Portefeuille is definitely the king of making money on this stock. He's been right more times than I can remember, and I think Amicus is responsible for more gains in his fund than any other stub.

Personally, I've come to think of Amicus as a perma-disappointer yet the company has influential supporters including Feuerstein, and they seem to get a never=ending supply of second and third chances. The share price is back close to the one year low after the company reported disappointing data from analysis of secondary six month endpoints of Study 011 of Amigal in Fabry's disease. That disappointment follows an even more surprising disappointment in December after failure to meet the primary endpoint. But it looks like Study 011 will get a third chance, as twelve month data is expected in late Q2 and the company has held out the carrot of a post-hoc subset analysis showing a more pronounced effect of Amigal in more severe disease.

After booking cash from the GSK deal and a judicious dilutive financing at a higher share price, Amicus will likely boast a year end cash position of about 95M to justify a 138M cap. An enterprise value of 40M isn't unreasonable if Amigal still has a chance at the 500M Fabry's market. My style would be to give the stock more time to settle, but every time I've failed to follow Portefeuille's advice on this stock before I've been wrong. It'll be interesting to see how this pick turns out.

jawdoc19 (< 20) Submitted: 1/5/2013 10:21:34 AM : Start Price: $3.80 FOLD Score: -24.20

On January 4th it was announced that Amicus "announced positive preliminary results from all four dose cohorts in a phase 2 study of its treatment for Pompe disease, a lysosomal storage disease characterized by progressive skeletal muscle weakness and respiratory insufficiency

Biopharmaceutical company, focuses on the development of pharmacological chaperone monotherapy programs and pharmacological chaperones in combination with enzyme replacement therapy, better known as ERT." Amicus is primarily focused on the development of the following three drug candidates, although there are several more under development: Migalastat HCI (a Phase 3 Phase III clinical trial for the treatment of Fabry disease), AT3375 (a preclinical stage for the treatment of Parkinson's disease) and AT2220 (a treatment co-administered with ERT for the treatment of patients diagnosed with Pompe disease).

SkepBioInvestor (72.49) Submitted: 12/12/2012 5:41:43 PM : Start Price: $5.51 FOLD Score: -54.15

Positive upcoming phase 3 data

jcov1337 (55.37) Submitted: 12/3/2012 1:32:49 PM : Start Price: $4.47 FOLD Score: -42.77

Positive data from the 6 month Phase III trial of Amigal as well as a positive readout from its Phase II study of AT-2220 will add substantial value to the company and boost the PPS. My target for after data is $9.00.

rockjam78 (33.21) Submitted: 7/24/2012 3:27:21 AM : Start Price: $5.30 FOLD Score: -58.77

Glaxosmithkline just made a huge investment in this biotech firm.Could there be a blockbuster drug approval on the horizon? This is a total speculation play,but one that may pay off.Through the dice on this one.

SamsaricSufferer (< 20) Submitted: 7/4/2012 8:35:17 PM : Start Price: $6.32 FOLD Score: -67.67

Biotech

Drjohn08318 (< 20) Submitted: 1/12/2012 2:55:25 PM : Start Price: $4.14 FOLD Score: -46.18

Awesome company making great product; employees are happy, and I predict great things from them in the near future....

MATTALANKANE (59.30) Submitted: 7/13/2010 12:14:16 AM : Start Price: $2.07 FOLD Score: +12.75

IF THE COMPANY CAN BRANCH OUT THEIR PIPELINE AND OVERLAP WITH DUAL ALZHEIMERS USES FOR THEIR DRUGS................THAN WATCH OUT!!!!!!

portefeuille (99.78) Submitted: 6/30/2010 10:34:41 AM : Start Price: $2.15 FOLD Score: -0.19

see this post.
http://caps.fool.com/Blogs/biopharmaceuticals-fold/413534.

mansloth (98.33) Submitted: 1/8/2009 8:32:13 PM : Start Price: $7.92 FOLD Score: -143.06

Therapeutics for protein folding diseases are going to be trendy over the next couple of years. More (and perhaps better) competitors with a focus on protein folding diseases will go public over the course of the next five years, while established ones like this will get gobbled up.

WordTickers (78.98) Submitted: 5/31/2008 12:19:40 PM : Start Price: $9.91 FOLD Score: -93.75

Testing out a portfolio with outperforms on stocks with tickers that spell words.

lw100 (< 20) Submitted: 5/14/2008 11:57:18 AM : Start Price: $10.28 FOLD Score: -88.83

Impressive pipeline. Great results

SanDieguito (< 20) Submitted: 12/20/2007 10:17:40 AM : Start Price: $9.99 FOLD Score: +85.66

down $5 to $10