earnings
confidence high
sentiment neutral
materiality 0.75
BioMarin Q2 revenue up 20% to $990M; GAAP EPS $0.23 vs $1.23; raises VOXZOGO guidance
BIOMARIN PHARMACEUTICAL INC
- Total revenues $990M (+20% YoY); GAAP net income $45M ($0.23 diluted EPS) vs $241M ($1.23) in Q2 2025.
- Non-GAAP income $236M ($1.20 diluted EPS) vs $282M ($1.44) in prior year, down 16%.
- VOXZOGO revenue $253M (+14% YoY); full-year guidance raised to at least $1B.
- Amicus acquisition closed April 27; cost synergies of ~$280M GAAP / ~$220M non-GAAP expected fully realized by 2028.
- Pipeline: sNDA submitted for VOXZOGO in hypochondroplasia; BMN 401 discontinued after Phase 3 miss.