BMRN Biomarin Pharmaceutical Inc. - Registered Shares

$BMRN Meets my beat down chart criteria. $BMRN is positioning itself at the intersection of biotechnology and AI- powered medicine. Its partnership with Profluent brings AI designed enzyme therapies into the picture, potentially helping BioMarin develop innovative treatments for rare genetic diseases faster and more efficiently. With its established rare-disease expertise and growing AI capabilities, BMRN has an exciting long-term opportunity to improve its drug pipeline, unlock new therapies, and create additional shareholder value as AI transforms drug discovery.

$BMRN Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.23 up 91.67% YoY • Reported revenue of $1.02B up 32.02% YoY • BioMarin updated FY2026 guidance to total revenues of $3.8B, Metabolic Conditions $2.68B, VOXZOGO $975M, and Non-GAAP Diluted EPS $2.80 to $3.10.

Quiet deal week, and $BMRN still walked away with the headline imo $70 million upfront for a long acting Fabry enzyme therapy, up to $405 million more in milestones, closed Friday at $58.51 up about 2%

$BMRN 🤝 BioMarin Pharmaceutical Inc. entered an exclusive worldwide license agreement, excluding Korea, with GC Biopharma Corp. and Hanmi Pharm Co., Ltd. to develop and commercialize HM15421/GC1134A, a long-acting subcutaneous clinical-stage enzyme replacement therapy for Fabry disease, with a $70 million upfront payment plus milestones and tiered royalties. Selected from hundreds of headlines

$BMRN | BIOMARIN PHARMACEUTICAL INC. Q3 2026 EARNINGS HIGHLIGHTS ◆ EPS: $0.23 vs. $-0.08 est. ✅ ◆ Revenue: $1.02B vs. $1.02B est. 🟠 ◆ Net Income: -$122.8M (+299.5% YoY) ◆ Operating Income: -$82.1M (+75.8% YoY) ◆ Non-Interest Expense: $1,106.7M (+34.5% YoY) ◆ H1 Operating Cash Flow: $577.0M (-20.8% YoY) Segment Performance: ◆ Metabolic Conditions: $744M (+44% YoY) ◆ VOXZOGO: $245M (+12% YoY) ◆ KUVAN: $23M (-4% YoY) ◆ ROCTAVIAN: $1M (-67% YoY) Key Metrics: ◆ GALAFOLD contributed $152M and POMBILITI + OPFOLDA contributed $49M in their first full quarter as BioMarin products. ◆ Acquired IPR&D charges of $287.7M in Q3 2026 drove GAAP operating loss; Alesta acquisition was primary driver. ◆ VIMIZIM revenue rose 18% Y/Y to $216M; NAGLAZYME fell 11% Y/Y to $108M due to international order timing. Forward Guidance: ◆ FY 2026 Total Revenues: $3,800M to $3,900M (midpoint ~20% growth Y/Y), lowered from $3,875M-$3,925M. ◆ FY 2026 Metabolic Conditions Revenue: $2,675M to $2,750M (midpoint ~29% growth Y/Y), lowered from prior range. ◆ FY 2026 VOXZOGO Revenue: $975M to $1,025M (midpoint ~8% growth Y/Y), lowered from $1,000M-$1,050M. ◆ FY 2026 Other Revenues (KUVAN, ROCTAVIAN, royalties): $125M to $150M, raised from $100M-$125M.

$BMRN reports earnings today after the close. I'm bullish heading into the report: BMRN has beaten EPS estimates in 6 of its last 8 reports, according to Stock Meadow.

$BMRN earnings today after the bell. It needs to hold 54 no matter what. If it stays above 56 I think the bottom is in

$BMRN Amicus closed on April 27, and Note 2 of today's 10-Q is the first full allocation of the 5,323.6 million dollar price. Cash to Amicus shareholders was 4,563.5 million dollars, Amicus debt repaid was 432.9 million, and 4,750 million dollars of the price landed in intangibles, with GALAFOLD alone at 3,000 million dollars. Since the close, the acquired business has brought in 336.4 million dollars of revenue and a 239.4 million dollar net loss. Goodwill was 469.8 million dollars, against deferred tax liabilities of 577.6 million assumed.

Stocktwits Biotech Dealmaker: BioMarin’s Fabry Disease Drug Candidate License Dominates Slow Week In Dealmaking $BMRN $TEVA https://stocktwits.com/news/equity/markets/stocktwits-biotech-dealmaker-bio-marin-s-fabry-disease-drug-candidate-license-dominates-slow-week-in-dealmaking/cZUKKUsR9c9