BioMarin (BMRN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
BioMarin Pharmaceuticals recently announced it is acquiring Amicus Therapeutics for $4.8B, adding two rare disease assets with blockbuster potential and strategic synergies. The acquisition provides insurance against competitive threats to Voxzogo, BMRN's key growth driver facing pressure from Ascendis and BridgeBio pipeline advances. The deal is initially slightly dilutive to 2026 non-GAAP EPS but is expected to be substantially accretive from 2027 as synergies and expansion opportunities materialize.
BioMarin expects strong sales for its rare-disease drug, Voxzogo, in Q4. The company also has several important catalysts on the way in the first half of the year.
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Investors interested in Medical - Biomedical and Genetics stocks are likely familiar with BioMarin Pharmaceutical (BMRN) and Tarsus Pharmaceuticals, Inc. (TARS). But which of these two stocks is more attractive to value investors?
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BioMarin Pharmaceutical Inc. (BMRN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
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BioMarin, along with Sanofi, is a leader in the rare disease therapeutics market. It has an extensive portfolio of enzyme replacement therapies, including Palynziq, Vimizim, and Brineura. For example, sales of Brineura, approved for CLN2 disease, reached $48 million in Q3, up 29.7% year-on-year.
BMRN agrees to acquire FOLD for $4.8B, adding two growing rare disease drugs and a late-stage pipeline asset to its portfolio.