Core Viewpoint - BioMarin Pharmaceutical is expected to report its Q4 and full-year 2025 results soon, with potential strong performance from its rare-disease drug Voxzogo, but there are also concerns regarding competition and revenue guidance [1][2][3][10]. Financial Performance - BioMarin's CFO indicated that Voxzogo revenue is projected to reach its highest level in Q4, contributing to an optimistic outlook for the quarter [2]. - The company raised the lower end of its 2025 revenue guidance to $3.15 billion, reflecting double-digit year-over-year growth expectations [3]. Upcoming Catalysts - The FDA has set a PDUFA date of February 28, 2026, for Palynziq's approval for adolescents with phenylketonuria, with potential EU approval also expected in the first half of the year [4]. - BioMarin plans to announce results from two Phase 3 clinical studies in the first half of 2026 and intends to file for full FDA approval of Voxzogo for achondroplasia [5]. Market Data - BioMarin's current market capitalization is $11 billion, with a gross margin of 80.64% [7]. - The stock is currently trading at $56.51, with a day's range of $55.30 to $56.72 [6][7]. Investment Considerations - There are reasons to be cautious, including reliance on large contracted ex-U.S. orders for Voxzogo, which if not fulfilled, could lead to missing Q4 estimates [8]. - Long-term uncertainty exists regarding Voxzogo's market position due to potential competition, which could impact future revenue projections [9]. - The acquisition of Amicus Therapeutics is seen as a potential growth booster, but waiting to invest may be prudent given current uncertainties [10].

SAN RAFAEL, Calif., Jan. 29, 2026 /PRNewswire/ -- BioMarin Pharmaceutical Inc. (NASDAQ: BMRN) ("BioMarin") announced today that it priced its previously announced offering of $850 million of 5.500% senior unsecured notes due 2034 (the "Notes"). The issue price of the Notes is 100.000%. The offering is expected to close on February 12, 2026, subject to the satisfaction of customary closing conditions. BioMarin also announced that, in connection with the pending acquisition (the "Acquisition") of Amicus Thera ...

BioMarin Pharmaceutical (NASDAQ:BMRN) is one of the best large cap stocks under $100 with huge upside potential. On January 20, Canaccord Genuity analyst Whitney Ijem revised her Hold rating on BioMarin Pharmaceutical (NASDAQ:BMRN) to Buy. She also raised her price target estimate from $84 to $98, offering an upside of almost 75% from the prevailing level. Illumina (ILMN) Jumps 24.8% on Earnings Beat RAJ CREATIONZS / shutterstock.com Ijem’s upward revisions are based on the company’s encouraging fundam ...

BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) is one of the 10 Cheap Stocks with Huge Upside Potential. On January 20, Canaccord Genuity raised BioMarin Pharmaceutical Inc.’s (NASDAQ:BMRN) price target from $84 to $98, implying 74.4% upside from the current share price. On January 13, Wedbush analyst Yun Zhong reaffirmed his Buy rating on the stock while maintaining a price target of $94. Yun Zhong’s Buy rating is based on several factors that reinforce the company’s ability to deliver sustained long-term gro ...

Core Viewpoint - BioMarin Pharmaceutical Inc. is planning to raise $850 million through the issuance of senior unsecured notes due in 2034 to finance its acquisition of Amicus Therapeutics, Inc. and related expenses [1][3]. Financing Details - The company is launching a $2 billion senior secured term loan "B" facility in addition to an existing $800 million senior secured term loan "A" facility and a $600 million senior secured revolving credit facility to support the acquisition [2]. - The net proceeds from the notes offering, along with borrowings from the term facilities and cash on hand, will be used to fund the acquisition and associated fees [3]. Redemption Conditions - Gross proceeds from the notes will be held in an escrow account until the acquisition is completed, with a mandatory redemption clause if the acquisition is not finalized by December 19, 2026 [4]. Guarantees and Covenants - The notes will be guaranteed by certain subsidiaries of BioMarin, including Amicus post-acquisition, and will include customary covenants that restrict additional debt incurrence and other financial activities [5][6]. Regulatory Information - The notes will not be registered under the Securities Act and will be offered only to qualified institutional buyers or non-U.S. persons, subject to transfer restrictions [7]. Company Overview - BioMarin is a global biotechnology company focused on rare diseases, with a strong portfolio of commercial therapies and a robust pipeline for drug development [9][10].

Core Insights - The article emphasizes the importance of the price-to-book (P/B) ratio as a valuation tool for identifying undervalued stocks with high growth potential, alongside more commonly used ratios like price-to-earnings (P/E) and price-to-sales (P/S) [1][5]. Group 1: Understanding P/B Ratio - The P/B ratio is calculated by dividing market capitalization by the book value of equity, helping investors assess whether a stock is under- or overvalued [1][5]. - A P/B ratio of less than one indicates that a stock is trading below its book value, suggesting it may be undervalued and a good buy, while a ratio above one may indicate overvaluation [5][6]. - The P/B ratio is particularly relevant for industries with tangible assets, such as finance and manufacturing, but may be misleading for companies with high R&D expenses or negative earnings [8]. Group 2: Stock Recommendations - Five stocks with low P/B ratios and strong growth potential are highlighted: BioMarin Pharmaceutical (BMRN), General Motors (GM), Harmony Biosciences (HRMY), Adient plc (ADNT), and Gibraltar Industries (ROCK) [2][9]. - BioMarin Pharmaceutical has a projected 3-5 year EPS growth rate of 20.11% and holds a Zacks Rank of 2 with a Value Score of A [15]. - General Motors is projected to have a 3-5 year EPS growth rate of 10.65% and has a Zacks Rank of 1 with a Value Score of A [16]. - Harmony Biosciences has a projected 3-5 year EPS growth rate of 25.66% and a Zacks Rank of 2 with a Value Score of A [16]. - Adient has a projected 3-5 year EPS growth rate of 15.7% and a Zacks Rank of 2 with a Value Score of A [17]. - Gibraltar Industries has a projected 3-5 year EPS growth rate of 15.0% and a Zacks Rank of 2 with a Value Score of A [18].

Market Overview - Wall Street experienced a decline as financial stocks fell due to renewed policy concerns, impacting investor confidence [1] - The Dow Jones Industrial Average dropped by 0.80% (398.21 points) to close at 49,191.99, while the S&P 500 and Nasdaq Composite fell by 0.19% (13.53 points) to 6,963.74 and 0.10% (24.03 points) to 23,709.87 respectively [2] Value Investing Insights - Amid elevated macro uncertainty, value stocks are seen as a disciplined path to returns, often trading below their intrinsic value and providing a safety margin [3] - The Price to Cash Flow (P/CF) ratio is highlighted as an effective valuation metric for evaluating value stocks, with lower ratios indicating better financial health [4][7] Company Analysis - Universal Health Services, Inc. (UHS), The PNC Financial Services Group, Inc. (PNC), Global Payments Inc. (GPN), and BioMarin Pharmaceutical Inc. (BMRN) are identified as companies with low P/CF ratios, indicating potential investment opportunities [4][10] - UHS is projected to grow FY sales and EPS by 9.7% and 31.4% respectively, with a trailing four-quarter earnings surprise average of 15.2% [10][15] - PNC is expected to see growth of 7% in sales and 15% in EPS, with shares rising by 6% in the past year [16] - GPN anticipates growth of 1.7% in sales and 5.8% in EPS, despite a share price decline of 28.9% over the past year [17] - BioMarin is projected to grow sales by 11.1% and EPS by 2.3%, with shares falling by 10.3% in the past year [18]

Core Insights - BioMarin Pharmaceutical (BMRN) has a Zacks Rank of 2 (Buy), indicating a stronger earnings outlook compared to Tarsus Pharmaceuticals, Inc. (TARS), which has a Zacks Rank of 3 (Hold) [3] - Value investors utilize various metrics to identify undervalued companies, including P/E ratio, P/S ratio, earnings yield, and cash flow per share [4] Valuation Metrics - BMRN has a forward P/E ratio of 10.82, significantly lower than TARS's forward P/E of 71.71, suggesting BMRN is more attractively priced [5] - The PEG ratio for BMRN is 0.54, while TARS has a PEG ratio of 1.26, indicating BMRN's expected earnings growth is more favorable [5] - BMRN's P/B ratio stands at 1.83, compared to TARS's P/B of 9.57, further highlighting BMRN's relative valuation strength [6] Value Grades - BMRN holds a Value grade of A, while TARS has a Value grade of D, indicating BMRN is viewed as the superior value investment based on earnings outlook and valuation metrics [6]

Core Viewpoint - The article emphasizes the importance of value investing and highlights BioMarin Pharmaceutical (BMRN) as a strong candidate for value investors due to its favorable financial metrics and Zacks Rank [2][3][6] Company Analysis - BioMarin Pharmaceutical (BMRN) holds a Zacks Rank of 2 (Buy) and a Value grade of A, indicating it is a high-quality value stock [3] - BMRN has a price-to-book (P/B) ratio of 1.73, which is attractive compared to the industry average of 3.58 [4] - The stock's P/B ratio has fluctuated between a high of 2.57 and a low of 1.69 over the past year, with a median of 2.12 [4] - BMRN's price-to-sales (P/S) ratio stands at 3.58, significantly lower than the industry's average P/S of 6.89, suggesting it may be undervalued [5] - The combination of these metrics, along with a strong earnings outlook, positions BMRN as an impressive value stock currently [6]

Core Insights - BioMarin Pharmaceutical is targeting a preliminary revenue of $3.2 billion for 2025, with Voxzogo expected to contribute $920 million, reflecting a strong performance and a projected 27% year-over-year growth in Q4 [3][6] - The company is focusing on expanding Voxzogo's market presence and enhancing its enzyme therapies portfolio, alongside the strategic acquisition of Amicus, valued at $4.8 billion, which is expected to diversify and accelerate revenue growth [7][8] Revenue and Growth Projections - BioMarin anticipates Voxzogo's growth in achondroplasia will be supported by new country launches and deeper market penetration, particularly emphasizing early treatment decisions for infants [2][6] - The acquisition of Amicus is expected to be accretive within 12 months post-close and substantially accretive starting in 2027, with confidence in outperforming previous growth expectations for enzyme therapies [8][7] Strategic Focus and Pipeline Development - The company's strategy is built on three pillars: innovation, growth, and a value commitment, prioritizing pipeline programs with transformative potential, including BMN 333 and BMN 351 [5][6] - BioMarin plans to accelerate revenue through geographic expansion of Voxzogo and potential label expansions for other therapies, including Palynziq [4][6] Clinical and Regulatory Catalysts - BioMarin is preparing to file for full approval of Voxzogo with the FDA, leveraging extensive safety data and additional efficacy endpoints [11] - Upcoming regulatory actions include an FDA PDUFA date for Palynziq's adolescent label expansion and significant data readouts for BMN 351 and BMN 333 [12][10][13] Competitive Dynamics and Intellectual Property Strategy - The company is committed to defending its intellectual property for Voxzogo, including seeking orphan drug exclusivity and engaging in ongoing litigation to protect its market position [15][16] - BioMarin views BMN 333 as a potential long-term game changer for achondroplasia, based on its promising exposure profile [16]