Pharma/ Biotechnology Investments Specialist, Vasuda Capital Management

Dr. Bhavneesh Sharma, MD, MBA

Pharma/ Biotechnology Investments Specialist

Vasuda Capital Management

Equity Bottom-Up

<p>We analyzed <a href="https://www.smartkarma.com/entities/20887" target="_blank" data-smartkarma-citation="entities:20887:1">Amicus Therapeutics Inc (FOLD US)</a> product pipeline after the stock's recent fall. Investors have been over-pessimistic on the stock after the FDA did not approve its application for Migalastat in Fabry's disease in the U.S. However, we think that the company is an excellent buy at the current stock price. Investors seem to be totally discounting the potential future US sales from this product. In our opinion, this event has delayed the product's launch in the U.S. till late 2018…</p>

We analyzed Amicus Therapeutics Inc (FOLD US) product pipeline after the stock's recent fall. Investors have been over-pessimistic on the stock after the FDA did not approve its application for Migalastat in Fabry's disease in the U.S. However, we think that the company is an excellent buy at the current stock price. Investors seem to be totally discounting the potential future US sales from this product. In our opinion, this event has delayed the product's launch in the U.S. till late 2018…

Amicus Therapeutics: New Long Position. Another Contrarian Play with Upcoming Catalysts

United States

Amicus Therapeutics, Inc. is a biopharmaceutical company that develops orally-administered, small molecule drugs to treat human genetic diseases.  The drugs, called pharmacological chaperones, are being developed to treat Fabray, Gaucher, and Pompe disease.

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Amicus Therapeutics (FOLD US)

Amicus Therapeutics: New Long Position. Another Contrarian Play with Upcoming Catalysts

We analyzed Amicus Therapeutics Inc (FOLD US) product pipeline after the stock's recent fall. Investors have been over-pessimistic on the stock...

Dr. Bhavneesh Sharma, MD, MBA

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