Financial Performance - Total Revenues for Q2 2025 reached $825 million, a 16% year-over-year increase[17, 22] - VOXZOGO revenue in Q2 2025 was $221 million, representing a 20% year-over-year growth[17, 22] - Enzyme Therapies revenue in Q2 2025 was $555 million, a 15% year-over-year increase[17, 22] - Non-GAAP Operating Margin for Q2 2025 was 39.9%, an increase of 8.7 percentage points year-over-year[25] - Non-GAAP Diluted EPS for Q2 2025 was $1.44, a 50% increase year-over-year[17, 30] - Operating Cash Flow for Q2 2025 was $185 million, a 55% increase year-over-year[30] - The company increased FY'25 Total Revenues guidance to $3,125 million to $3,200 million[24, 34] - The company increased FY'25 Non-GAAP Diluted EPS guidance to $4.40 to $4.55[33, 34] Product and Pipeline Updates - VOXZOGO's contribution to full-year 2025 Total Revenues is expected to be in the range of $900 million to $935 million[24, 34] - BMN 333 Phase 1 data showed >3x AUC PK free CNP levels vs other long-acting CNP[17, 45] - Submissions for PALYNZIQ age eligibility expansion for adolescents (12-17 y/o) in the U S and Europe are planned for 2H 2025[3, 48, 51, 56]

Exhibit 99.1 Investors: Media: Traci McCarty Marni Kottle BioMarin Pharmaceutical Inc. BioMarin Pharmaceutical Inc. (415) 455-7558 (650) 374-2803 BioMarin Reports Strong Second Quarter 2025 Results and Raises Full-year Guidance for Total Revenues, Non- GAAP Operating Margin, and Non-GAAP Diluted EPS 1 Second Quarter 2025 Total Revenues of $825 million (+16% Y/Y and +17% at Constant Currency Y/Y) Second Quarter 2025 GAAP Diluted Earnings Per Share (EPS) of $1.23 (+124% Y/Y) Second Quarter 2025 Non-GAAP Dilut ...

Financial Performance - Total Revenues for Q2 2025 were $825 million, representing a 16% increase year-over-year, driven by a 20% growth in VOXZOGO revenue from new patients [5][12][13] - GAAP Net Income increased by $134 million to $241 million, a 125% increase compared to Q2 2024, primarily due to higher gross profit and lower SG&A expenses [5][13][14] - Non-GAAP Income rose by $93 million to $282 million, reflecting a 49% growth year-over-year [5][13][14] Earnings Per Share - GAAP Diluted EPS for Q2 2025 was $1.23, a 124% increase year-over-year [5][13][14] - Non-GAAP Diluted EPS was $1.44, representing a 50% increase compared to the same period in 2024 [5][13][14] Business Development - The acquisition of Inozyme was completed on July 1, 2025, enhancing the company's portfolio with BMN 401 for ENPP1 Deficiency treatment [4][5][13] - BMN 333, a potential treatment for achondroplasia, showed promising early data and is expected to enter pivotal studies in 2026 [3][4][9] Pipeline Progress - VOXZOGO revenue increased by 20% year-over-year, with treatment available for children with achondroplasia in 51 countries [9][10][12] - The company is advancing its CANOPY clinical program for VOXZOGO in additional indications, with pivotal study data expected in 2026 [9][10][12] Operational Efficiency - GAAP Operating Margin expanded to 33.5%, a 16.6 percentage point increase year-over-year, while Non-GAAP Operating Margin reached 39.9%, an 8.7 percentage point increase [13][14] - R&D expenses decreased year-over-year due to focused investment following a strategic portfolio review [13][14] Cash Flow and Guidance - Operating cash flows totaled $185 million in Q2 2025, a 55% increase compared to the same period in 2024 [13][14] - The company raised its full-year 2025 guidance for Total Revenues, Non-GAAP Operating Margin, and Non-GAAP Diluted EPS, reflecting continued growth in patient demand [13][17]

Core Insights - BioMarin Pharmaceutical Inc. has appointed Ian T. Clark to its Board of Directors effective August 1, 2025 [1] - Ian T. Clark previously served as CEO of Genentech, where he led the launch of 15 new drugs [2] - Clark has extensive experience in the biopharmaceutical industry, having held senior roles at Novartis, Sanofi, Ivax Pharmaceuticals, and G.D. Searle [2] - The addition of Clark is expected to bring valuable perspective to BioMarin, enhancing its ability to develop new therapies for patients with unmet needs [3] Company Overview - BioMarin is a global biotechnology company focused on developing medicines for rare and difficult-to-treat genetic conditions [4] - Founded in 1997 and based in San Rafael, California, BioMarin has a strong track record with eight commercial therapies and a robust clinical and preclinical pipeline [4] - The company aims to translate genetic discoveries into impactful medicines for patients worldwide [4]

Wall Street expects a year-over-year increase in earnings on higher revenues when BioMarin Pharmaceutical (BMRN) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbers are better than ...

Core Viewpoint - Growth investors are increasingly focused on stocks with above-average financial growth, but identifying stocks that can sustain this growth is challenging [1] Group 1: Company Overview - BioMarin Pharmaceutical (BMRN) is highlighted as a recommended growth stock due to its favorable Growth Score and top Zacks Rank [2][10] Group 2: Earnings Growth - BioMarin has a historical EPS growth rate of 40.9%, with projected EPS growth of 23% this year, surpassing the industry average of 19.7% [5][4] Group 3: Cash Flow Growth - The year-over-year cash flow growth for BioMarin is 83.6%, significantly higher than the industry average of -4.7% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 40.1%, compared to the industry average of 4.1% [7] Group 4: Earnings Estimate Revisions - Current-year earnings estimates for BioMarin have been revised upward, with the Zacks Consensus Estimate increasing by 0.1% over the past month [8] Group 5: Investment Potential - BioMarin has achieved a Growth Score of B and a Zacks Rank 1, indicating it is a potential outperformer and a solid choice for growth investors [10]

Core Viewpoint - BioMarin Pharmaceutical (BMRN) shows potential for significant upside, with a mean price target of $96.69 indicating a 70.8% increase from the current price of $56.62 [1] Price Targets and Estimates - The mean estimate consists of 26 short-term price targets, with a standard deviation of $14.53, indicating variability among analysts [2] - The lowest estimate is $65.00, suggesting a 14.8% increase, while the highest estimate is $122.00, indicating a potential surge of 115.5% [2] - A low standard deviation among price targets suggests a high degree of agreement among analysts regarding the stock's price movement [9] Earnings Estimates - Analysts have shown increasing optimism about BMRN's earnings prospects, with a strong consensus in revising EPS estimates higher [11] - Over the last 30 days, one estimate has increased, leading to a 0.1% rise in the Zacks Consensus Estimate [12] - BMRN holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates [13] Analyst Behavior and Price Target Reliability - Analysts often set overly optimistic price targets due to business incentives, which can lead to inflated estimates [8] - While price targets can provide some guidance, they should be approached with skepticism, as they may not accurately reflect future stock movements [10]

Core Viewpoint - The article identifies three undervalued stocks with strong potential for significant returns in a high-priced stock market environment, particularly within the Nasdaq bull market. Group 1: Sirius XM Holdings - Sirius XM operates as a legal monopoly in satellite radio, providing it with substantial subscription pricing power [7] - The company generates over 77% of its net sales from subscriptions, making its cash flow more stable compared to traditional advertising revenue [9] - Shares are currently valued at approximately 8.1 times forecast earnings per share (EPS) for 2026, significantly lower than its five-year average of 13.71, along with a 4.7% dividend yield [11] Group 2: BioMarin Pharmaceutical - BioMarin focuses on ultrarare diseases, which allows for high margins due to limited competition and high list prices [15] - The company's leading drug, Voxzogo, is projected to generate over $900 million in sales in 2025, contributing to a forecast of at least $4 billion in total sales by 2027, up from $2.85 billion in 2024 [17] - BioMarin shares are trading at 10.8 times forward-year EPS, a 67% discount from its average forward-year earnings multiple over the past five years [18] Group 3: Goodyear Tire & Rubber - The tire industry is cyclical, with historical recessions being short-lived, which benefits long-term demand for tires [20] - Goodyear is actively selling noncore assets to improve operational efficiency, including the sale of the Dunlop brand for $735 million and its off-the-road tire business for $905 million [22] - Shares are available at approximately 5.7 times forecast EPS for 2026, representing a 29% discount to its average forward P/E multiple since 2020 [24]

Core Viewpoint - BioMarin Pharmaceutical Inc. has successfully completed the acquisition of Inozyme Pharma, Inc. for $4.00 per share in an all-cash transaction valued at approximately $270 million, enhancing BioMarin's enzyme therapies portfolio with the addition of late-stage therapy INZ-701 for ENPP1 Deficiency [1][2][3] Group 1: Acquisition Details - The acquisition agreement was initially announced on May 16, 2025, with a tender offer commencing on June 2, 2025, to acquire all outstanding shares of Inozyme at $4.00 per share [2] - The tender offer expired on June 30, 2025, with 45,455,118 shares validly tendered, representing about 70% of the total shares [3] - Following the merger, all remaining shares not tendered were converted into the right to receive $4.00 per share in cash, and the shares ceased trading on the Nasdaq Global Select Market [3] Group 2: Company Profiles - BioMarin is a global biotechnology company focused on developing medicines from genetic discoveries, with a strong pipeline and eight commercial therapies [5] - Inozyme Pharma is a clinical-stage biopharmaceutical company with a focus on therapeutics targeting the PPi-Adenosine Pathway, particularly for conditions like ENPP1 Deficiency [6]

Core Viewpoint - The current volatile stock market presents a prime opportunity for long-term investors to capitalize on significant price declines in major stock indexes [1][2]. Group 1: Investment Opportunities - Pfizer has been added to the portfolio with a cost basis of $23.47 per share, despite a significant drop in sales from COVID-19 products, indicating a buying opportunity due to investor shortsightedness [5][6][8]. - PubMatic has seen a doubling of investment with a cost basis of $9.29, benefiting from the shift of advertising dollars to digital platforms and strong cash flow generation [9][10][12]. - Sirius XM Holdings was purchased at $19.28 per share, leveraging its subscription-based revenue model which provides stability during economic downturns [13][15][16]. - Intel was added at $18.56, with expectations of a turnaround in its business despite being late to the AI market, supported by strong cash flow from CPU sales [18][20][21]. - BioMarin Pharmaceutical was acquired at $56.01, focusing on ultrarare diseases with high pricing power and projected sales growth from its drug Voxzogo [22][25]. - Fastly was added at $5.08, with a focus on the growing demand for cloud services and a strong revenue retention rate, indicating potential for future profitability [27][29][30].