BioMarin Pharmaceutical Inc. (BMRN) - Stock Analysis
Last updated: Jan 19, 2026
Research Idea
Research content for general circulation. Not individualized advice.Ā Methodology & Disclosures
BioMarin Pharmaceutical raised 2025 revenue guidance on strong product sales and a $4.8B accretive Amicus acquisition, supported by FDA regulatory catalysts and an 18% stock gain over 3 weeks, validating near-term positive momentum.
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AI Analyst Overview
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Valuation Metrics
Fundamental Analysis
Key Financial Insights: ā¢ Low leverage ā¢ Very high gross margin ā¢ Elevated operating expenses BioMarin's balance sheet and free cash flow remain strong (ā$1.25B cash, low leverage), but Q3 2025's elevated R&D/SG&A drove an operating and small net loss that compressed valuation multiples.
Price Behavior
Key Price Behavior Insights: ā¢ Testing support ā¢ Failed resistance ā¢ Momentum weakening Support Level: $54.00 Resistance Level: $60.00ā$61.31 Over the last month BMRN is in a short-term downtrend, sliding from about $61.31 to $54.59 as support near $54 is tested and failure to hold above $60 signals seller dominance and potential deeper correction.
Sentiment & News
Key News Insights: ā¢ Amicus acquisition ā¢ Strong 2025 revenue ā¢ Veeva partnership BioMarin's $4.8B Amicus acquisition, strong preliminary $3.2B 2025 revenue and a Veeva partnership signal a strategic repositioning toward diversified rare-disease growth. #M&Aā
AI Summary
BioMarin's move from a singleāasset biotech to a diversified, cashāgenerating rareādisease platform (VOXZOGO, enzyme franchise, PALYNZIQ plus Amicus boltāons) materially deārisks nearāterm revenue but makes M&A integration and opex control the decisive execution points for upside. If management realizes projected synergies and wins VOXZOGO hypochondroplasia/PALYNZIQ adolescent approvals, margins and valuation should reārate quickly; missed integration targets or adverse readouts would produce meaningful downside.
Description
BioMarin Pharmaceutical is a biopharmaceutical company that develops and sells therapies for rare and serious genetic and metabolic disorders, with marketed treatments across lysosomal storage disorders, phenylketonuria, Batten disease, achondroplasia and related conditions. Its late-stage pipeline includes gene therapies for hemophilia A and phenylketonuria and early-stage programs for primary hyperoxaluria, while commercial operations distribute products through specialty pharmacies, hospitals and wholesalers in the U.S., Europe, Latin America and other markets. The company maintains multiple licensing and collaboration arrangements and is headquartered in San Rafael, California, having been founded in 1996.
Idea History
| Date | Close | Ticker | Company | Summary | Status | P/L |
|---|---|---|---|---|---|---|
| Dec 22 | Dec 29 | BMRN | BioMarin Pharmaceutical Inc. | BioMarin Pharmaceutical raised 2025 revenue guidance on strong product sales and a $4.8B accretive Amicus acquisition, supported by FDA regulatory catalysts and an 18% stock gain over 3 weeks, validating near-term positive momentum. | Closed | +1.3% |