종합 밸류에이션 구간 · 보수적 $44–$48 / 적정 $57–$77 / 낙관적 $106–$116. $60.27 기준, 적정 내재가치 구간 내.
보고서 발행 시 $57.35（2026년 6월 29일）
BioMarin disclosed submission of a VOXZOGO sNDA seeking full approval for achondroplasia.
Possible impact:May affect VOXZOGO regulatory-path, label durability and commercial expectations.
BioMarin reported three-year VOXZOGO hypochondroplasia data and early Phase 1 BMN 333 results at ENDO 2026.
Possible impact:May affect expectations for VOXZOGO label expansion and BioMarin's skeletal dysplasia pipeline value.
VOXZOGO met the primary endpoint in a Phase 3 hypochondroplasia study; BioMarin plans an FDA sNDA submission in Q3 2026.
Possible impact:May affect expectations for VOXZOGO's potential new indication revenue and regulatory timeline.
BMN 401's Phase 3 ENERGY 3 trial met one of two co-primary endpoints, with no improvement on a key clinical measure.
Possible impact:May lower expectations for near-term BMN 401 regulatory filings and commercialization timing.
BioMarin reported Q1 2026 revenue of $766 million and raised 2026 revenue guidance to $3.825-$3.925 billion.
Possible impact:May affect expectations for acquisition contribution, revenue growth and EPS dilution.
Automatically summarized from public sources; for context only, not investment advice.
데이터 제공: EODHD, 보고 통화 기준 표시. 참고용일 뿐 투자 자문이 아닙니다.
BioMarin Pharmaceutical Inc., a biotechnology company, engages in the development and commercialization of therapies for life-threatening rare diseases and medical conditions in the United States, Europe, Latin America, the Middle East, the Asia Pacific, and internationally. The company's products include VIMIZIM, an enzyme replacement therapy for the treatment of mucopolysaccharidosis (MPS) IV type A, a lysosomal storage disorder; VOXZOGO, a once daily injection analog of c-type natriuretic peptide (CNP) for the treatment of achondroplasia; NAGLAZYME, a recombinant form of N- acetylgalactosamine 4-sulfatase for patients with MPS VI; and PALYNZIQ, a PEGylated recombinant phenylalanine (Phe) ammonia lyase enzyme delivered through subcutaneous injection to reduce blood Phe concentrations. It also develops BRINEURA, a recombinant human tripeptidyl peptidase 1 for the treatment of patients with ceroid lipofuscinosis type 2, a form of Batten disease; ALDURAZYME, a purified protein designed to be identical to a naturally occurring form of the human enzyme alpha-L-iduronidase; and KUVAN, a proprietary synthetic oral form of 6R-BH4 that is used to treat patients with phenylketonuria, an inherited metabolic disease. The company's products under development include BMN 333, a longer-acting CNP for the treatment of multiple growth disorders, such as achondroplasia and hypochondroplasia; and BMN 351, an oligonucleotide for the treatment of duchenne muscular dystrophy. It serves specialty pharmacies, hospitals, non-U.S. government agencies, distributors, and pharmaceutical wholesalers. The company has license and collaboration agreements with and Ares Trading S.A. The company was incorporated in 1996 and is based in San Rafael, California.
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