Core Insights - Savant Capital LLC increased its holdings in BioMarin Pharmaceutical Inc. by 54.4% in Q3, owning 82,827 shares valued at $4,486,000 after purchasing an additional 29,174 shares [2] - Other institutional investors also made significant changes, with Financiere des Professionnels acquiring a new stake worth approximately $1,047,000, and Jump Financial LLC increasing its stake by 530.3% [3] - The majority of BioMarin's stock, 98.71%, is owned by hedge funds and institutional investors [3] Institutional Activity - AQR Capital Management boosted its holdings by 90.7%, now owning 5,580,573 shares valued at $306,429,000 after an additional purchase of 2,654,768 shares [3] - Federated Hermes Inc. increased its stake by 292.6%, owning 278,315 shares valued at $15,074,000 after purchasing an additional 207,430 shares [3] - Mediolanum International Funds Ltd raised its stake by 56.2%, now holding 137,675 shares valued at $7,437,000 after acquiring an additional 49,534 shares [3] Analyst Ratings - Stifel Nicolaus maintained a "hold" rating with a price target of $61.00, down from $73.00 [4] - Morgan Stanley decreased its target price from $104.00 to $98.00 while maintaining an "overweight" rating [4] - The consensus rating for BioMarin Pharmaceutical is "Moderate Buy" with an average price target of $88.29 [4] Stock Performance - BioMarin shares opened at $58.13, with a 52-week low of $50.76 and a high of $73.51 [5] - The company has a market cap of $11.17 billion, a price-to-earnings ratio of 21.85, and a price-to-earnings-growth ratio of 0.63 [5] - BioMarin's quick ratio is 3.10, current ratio is 4.83, and debt-to-equity ratio is 0.10 [5] Company Overview - BioMarin Pharmaceutical specializes in therapies for rare genetic and metabolic diseases, focusing on unmet medical needs through enzyme replacement therapy, small molecule pharmacological chaperones, and gene therapy technologies [6] - The company is headquartered in Novato, California, with R&D facilities in the U.S. and Europe [6] - BioMarin's commercial portfolio includes several approved therapies targeting inherited disorders [7]

Group 1 - The Biotech Forum facilitates discussions on specific covered call trades and offers a model portfolio of attractive biotech stocks [1] - Bret Jensen, with over 13 years of experience as a market analyst, leads The Biotech Forum, focusing on high beta sectors with potential for large investor returns [2] - The investing group provides a model portfolio featuring 12-20 high upside biotech stocks, along with live chat for trade ideas and weekly market commentary [2] Group 2 - The analyst has disclosed a beneficial long position in the shares of BMRN, FOLD, and TVTX through various means [3] - Seeking Alpha emphasizes that past performance does not guarantee future results and that no specific investment recommendations are provided [4]

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].

Core Viewpoint - BioMarin Pharmaceutical Inc. is raising $850 million through the issuance of senior unsecured notes to finance its acquisition of Amicus Therapeutics, Inc. and related expenses [1][2][3] Financing Details - The company priced its offering of $850 million of 5.500% senior unsecured notes due in 2034 at an issue price of 100.000% [1] - BioMarin completed the syndication of a new $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 [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 related fees [3] Redemption and Guarantees - Gross proceeds from the notes will be held in an escrow account until the acquisition is completed; if not completed by December 19, 2026, the notes will be redeemed at 100% of the initial issue price plus accrued interest [4] - The notes will be jointly and severally guaranteed by certain subsidiaries of BioMarin, including Amicus and its subsidiaries after the acquisition [5] Covenants and Restrictions - The indenture governing the notes will include customary covenants that restrict BioMarin and its subsidiaries from incurring additional debt, paying dividends, and other specified actions [6] Company Overview - BioMarin is a global biotechnology company focused on rare diseases, with a strong track record of innovation and a robust pipeline of therapies [9][10]

Group 1 - BioMarin Pharmaceutical (NASDAQ:BMRN) is identified as a promising large-cap stock under $100 with significant upside potential, with price targets revised upwards by analysts [1][3] - Canaccord Genuity analyst Whitney Ijem upgraded her rating from Hold to Buy and increased the price target from $84 to $98, indicating a potential upside of nearly 75% [1][2] - Truist Securities analyst Joon Lee also raised his price target from $80 to $100, suggesting a potential upside of approximately 78% while maintaining a Buy rating [3] Group 2 - Both analysts attribute their positive outlook to BioMarin's potential acquisition of Amicus Therapeutics, which is expected to be finalized in the second quarter of 2026 [4] - The acquisition is seen as strategically aligned with BioMarin's focus on rare diseases and its existing drug portfolio, particularly highlighting Amicus's approved drugs, Galafold and PomOp [4] - The deal is anticipated to be accretive within 12 months, further enhancing BioMarin's growth prospects [4] Group 3 - BioMarin specializes in developing and commercializing targeted therapies for life-threatening medical conditions and rare genetic diseases, with key products including VIMIZIM, VOXZOGO, NAGLAZYME, and ALDURAZYME [5] - The company operates in over 70 countries and has a robust pipeline of drugs in various stages of development [5]

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]