CIBRA Capital Makes a Big Merger Arbitrage Bet On Amicus Therapeutics (FOLD)

2 days ago 3

Cory Renauer, The Motley Fool

Sat, April 25, 2026 astatine 10:33 AM CDT 4 min read

CIBRA Capital Ltd disclosed a bargain of 1,476,861 shares of Amicus Therapeutics (NASDAQ:FOLD) successful its April 24, 2026, SEC filing, an estimated $21.17 cardinal commercialized based connected quarterly mean pricing.

Increased Amicus Therapeutics involvement by 1,476,861 shares; estimated commercialized size $21.17 cardinal (based connected mean terms from January to March 2026)
Quarter-end worth of the presumption roseate by $21.40 million, a fig reflecting some trading enactment and stock terms movement
Transaction equated to a 10.2% alteration successful reportable assets nether absorption (AUM)
Post-trade, CIBRA Capital holds 1,687,661 shares valued astatine $24.40 million
The presumption present represents 11.78% of the fund’s AUM, which places it extracurricular the fund’s apical 5 holdings

According to its SEC filing dated April 24, 2026, CIBRA Capital Ltd accrued its holding successful Amicus Therapeutics by 1,476,861 shares during the archetypal quarter. The estimated transaction worth was $21.17 million, calculated utilizing the mean closing terms for the quarter. The worth of the presumption astatine quarter-end roseate by $21.40 million, which reflects some the caller shares acquired and the underlying stock terms appreciation.

This was a buy; the Amicus Therapeutics presumption present accounts for 11.78% of CIBRA Capital’s 13F reportable AUM
Top 5 holdings post-filing:
- NASDAQ: FOLD: $24.40 cardinal (11.78% of AUM)
- NYSE:SEE: $21.64 cardinal (10.4% of AUM)
- NYSE:TXNM: $16.57 cardinal (8.0% of AUM)
- NASDAQ:MASI: $16.08 cardinal (7.8% of AUM)
- NASDAQ:HOLX: $15.80 cardinal (7.6% of AUM)
As of April 23, 2026, Amicus Therapeutics shares were priced astatine $14.46
The banal posted a 103.7% one-year full return, outperforming the S&P 500 by 71.43 percent points

Metric

Value

Price (as of marketplace adjacent 2026-04-23)	$14.46
Market Capitalization	$4.54 billion
Revenue (TTM)	$634.21 million
Net Income (TTM)	($27.11 million)

Key products see Galafold for Fabry illness and AT-GAA for Pompe disease, alongside pipeline candidates targeting uncommon familial disorders.
Revenue is chiefly generated done the commercialization of proprietary therapies for uncommon diseases, leveraging interior R&D and strategical partnerships.
The institution targets big patients with uncommon metabolic and familial conditions, focusing connected underserved populations with constricted attraction options.

Amicus Therapeutics, Inc. is simply a biotechnology institution specializing successful the discovery, development, and commercialization of therapies for uncommon diseases. With a absorption connected precision medicines and a robust pipeline, the institution leverages technological expertise and strategical collaborations to code unmet aesculapian needs. Its established commercialized beingness and targeted attack supply a competitory borderline successful the uncommon illness therapeutics market.

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