BioMarin Pharmaceutical touts $3.2B 2025 revenue, Voxzogo surge and Amicus deal at JPM Conference

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BioMarin Pharmaceutical (NASDAQ:BMRN) utilized its presumption astatine the 44th Annual J.P. Morgan Healthcare Conference to outline strategical priorities for 2026, supply preliminary 2025 gross figures, and item a slate of upcoming regulatory and objective catalysts. Chief Executive Officer Alexander Hardy said the institution has been “transforming BioMarin” implicit the past 24 months and is targeting an further play of maturation driven by Voxzogo, its enzyme therapies portfolio, and the pending acquisition of Amicus.

Hardy framed BioMarin’s strategy astir 3 pillars introduced astatine the company’s September 2024 Investor Day: innovation, growth, and a “value commitment” focused connected operating leverage. He said BioMarin has prioritized pipeline programs it views arsenic having the astir transformative imaginable and pointed to accelerated advancement for 2 pipeline assets, BMN 333 and BMN 351.

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For 2026, Hardy said BioMarin’s priorities are to:

• Accelerate revenue by expanding Voxzogo geographically and done aboriginal indications, driving maturation successful enzyme therapies, and pursuing a imaginable statement enlargement for Palynziq successful adolescents.

• Advance innovation with aggregate information readouts and regulatory events, including a recently announced filing for afloat support of Voxzogo successful achondroplasia.

• Strengthen the pipeline done concern development, with an accent connected earlier-stage deals arsenic the institution focuses connected deleveraging pursuing the Amicus financing.

Hardy announced BioMarin’s estimated preliminary 2025 gross of $3.2 billion. He besides provided a preliminary 2025 gross fig for Voxzogo of $920 million, describing the product’s show arsenic beardown and indicating that, connected a quarter-by-quarter basis, the implied fourth-quarter year-over-year maturation complaint would beryllium 27%.

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In the Q&A information of the session, Hardy said Voxzogo’s maturation successful achondroplasia is being supported by continued launches successful further countries and deeper penetration successful existing markets. He emphasized the value of the drug’s denotation successful infants aged zero to 2 years, noting that attraction decisions are progressively made early, sometimes earlier birth, and initiated wrong weeks oregon months of delivery.

Hardy said BioMarin has antecedently discussed adherence rates astir 90%, describing them arsenic “extremely high” crossed markets and attributing that to the drug’s value and the quality of families to incorporated regular injections into routines.