On January 20, 2026, Campbell Bradley L., serving as President and Chief Executive Officer of Amicus Therapeutics (NASDAQ:FOLD), undertook a series of stock transactions involving the company's common shares. He divested 75,000 shares at prices ranging between $14.30 and $14.32 per share, culminating in proceeds totaling approximately $1.07 million. This sale occurred while Amicus stock was trading near its 52-week peak of $14.38, reflecting a remarkable 126% rise over the preceding six months, as documented by InvestingPro data.
Concurrently, Campbell exercised options to acquire an additional 75,000 shares at a markedly lower strike price of $6.10 per share, resulting in a total investment of $457,500. Following these maneuvers, his direct ownership in Amicus Therapeutics amounts to 1,021,180 shares.
Despite Amicus Therapeutics not reporting profitability over the past twelve months, projections from InvestingPro suggest the company is slated to achieve profitability within the current year, bolstered by robust gross profit margins nearing 90%. More extensive analysis is available in the Pro Research Report, which profiles over 1,400 United States equities.
Recent corporate announcements include Amicus Therapeutics' financial results for the third quarter of 2025, which exceeded analyst expectations. The company posted earnings per share (EPS) of $0.06, doubling the forecasted $0.03, and reported revenues of $169.1 million, surpassing the predicted $165.4 million. These results were driven by strong sales performance of flagship products Galafold and Pombiliti/Opfolda.
Additionally, BioMarin Pharmaceutical has declared its intent to acquire Amicus Therapeutics in a cash transaction valued at $4.8 billion, equating to $14.50 per share. This acquisition adds two marketed rare disease therapies to BioMarin's portfolio and is expected to close in the second quarter of 2026. The merger is projected to enhance BioMarin’s revenue growth trajectory and earnings per share.
Following the merger announcement, several equity analysts have revised their ratings on Amicus Therapeutics. Jefferies downgraded their recommendation from Buy to Hold, citing concerns over the acquisition's future and ongoing patent litigation involving Aurobindo and Lupin. Leerink Partners also reduced their rating to Market Perform, commenting on the strategic alignment of Amicus’ commercial operations with BioMarin. TD Cowen similarly lowered the rating from Buy to Hold and adjusted its price target to match the acquisition offer. These adjustments underscore pivotal operational and strategic developments within Amicus Therapeutics as it approaches the merger.
The set of transactions and announcements highlight significant activity in the biopharmaceutical industry, particularly within the rare disease treatment space. They reflect both the internal confidence of executive leadership and shifting analyst perspectives amid consolidation and ongoing litigation risks.
Campbell Bradley L., the President and CEO of Amicus Therapeutics, completed a sale of 75,000 shares on January 20, 2026, generating approximately $1.07 million. Alongside this, he exercised options to acquire an equal number of shares. This insider activity coincides with a strong market performance for Amicus shares and the announcement of an all-cash acquisition by BioMarin Pharmaceutical valued at $4.8 billion. The company's improving financial results and the pending merger have influenced analyst ratings and highlight strategic shifts within the biopharmaceutical sector.
Key Points
- Amicus Therapeutics CEO Campbell Bradley L. sold 75,000 shares worth approximately $1.07 million and exercised options to acquire an additional 75,000 shares at $6.10 each, increasing his stake to over 1 million shares.
- Amicus’s stock has surged 126% over the past six months, trading close to its 52-week high amid improving financial results and strong sales of key products Galafold and Pombiliti/Opfolda.
- BioMarin Pharmaceutical announced a pending acquisition of Amicus Therapeutics for $4.8 billion in cash, expected to close in Q2 2026, marking a strategic expansion in rare disease therapies.
Risks
- The ongoing patent litigation involving Amicus Therapeutics, Aurobindo, and Lupin presents legal uncertainties that may affect company valuation and future earnings potential.
- The acquisition by BioMarin introduces risks related to integration, execution, and the realization of anticipated revenue growth and earnings accretion.
- Analyst downgrades following the acquisition announcement reflect market skepticism regarding the deal’s implications and potential operational challenges.