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BioMarin Pharmaceutical (BMRN) Reports Next Week: Wall Street Expects Earnings Growth
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 expectations. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. Zacks Consensus Estimate This rare disease biopharmaceutical is expected to post quarterly earnings of $1.03 per share in its upcoming report, which represents a year-over-year change of +7.3%. Revenues are expected to be $766.23 million, up 7.6% from the year-ago quarter. Estimate Revisions Trend The consensus EPS estimate for the quarter has been revised 11.64% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Earnings Whisper Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). How Have the Numbers Shaped Up for BioMarin? For BioMarin, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.62%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination indicates that BioMarin will most likely beat the consensus EPS estimate. Does Earnings Surprise History Hold Any Clue? While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that BioMarin would post earnings of $0.94 per share when it actually produced earnings of $1.13, delivering a surprise of +20.21%. Over the last four quarters, the company has beaten consensus EPS estimates four times. Bottom Line An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. BioMarin appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. An Industry Player's Expected Results Another stock from the Zacks Medical - Biomedical and Genetics industry, Biogen Inc. (BIIB), is soon expected to post earnings of $3.95 per share for the quarter ended June 2025. This estimate indicates a year-over-year change of -25.2%. Revenues for the quarter are expected to be $2.32 billion, down 5.8% from the year-ago quarter. Over the last 30 days, the consensus EPS estimate for Biogen has been revised 2.7% down to the current level. Nevertheless, the company now has an Earnings ESP of -0.85%, reflecting a lower Most Accurate Estimate. This Earnings ESP, combined with its Zacks Rank #4 (Sell), makes it difficult to conclusively predict that Biogen will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report BioMarin Pharmaceutical Inc. (BMRN) : Free Stock Analysis Report Biogen Inc. (BIIB) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
16-07-2025
- Business
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Looking for a Growth Stock? 3 Reasons Why BioMarin (BMRN) is a Solid Choice
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task. In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end. However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects. BioMarin Pharmaceutical (BMRN) is on the list of such stocks currently recommended by our proprietary system. In addition to a favorable Growth Score, it carries a top Zacks Rank. Studies have shown that stocks with the best growth features consistently outperform the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better. Here are three of the most important factors that make the stock of this rare disease biopharmaceutical a great growth pick right now. Earnings Growth Earnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration. While the historical EPS growth rate for BioMarin is 40.9%, investors should actually focus on the projected growth. The company's EPS is expected to grow 23% this year, crushing the industry average, which calls for EPS growth of 19.7%. Cash Flow Growth Cash is the lifeblood of any business, but higher-than-average cash flow growth is more beneficial and important for growth-oriented companies than for mature companies. That's because, high cash accumulation enables these companies to undertake new projects without raising expensive outside funds. Right now, year-over-year cash flow growth for BioMarin is 83.6%, which is higher than many of its peers. In fact, the rate compares to the industry average of -4.7%. While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 40.1% over the past 3-5 years versus the industry average of 4.1%. Promising Earnings Estimate Revisions Beyond the metrics outlined above, investors should consider the trend in earnings estimate revisions. A positive trend is a plus here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements. The current-year earnings estimates for BioMarin have been revising upward. The Zacks Consensus Estimate for the current year has surged 0.1% over the past month. Bottom Line BioMarin has not only earned a Growth Score of B based on a number of factors, including the ones discussed above, but it also carries a Zacks Rank #1 because of the positive earnings estimate revisions. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. This combination indicates that BioMarin is a potential outperformer and a solid choice for growth investors. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report BioMarin Pharmaceutical Inc. (BMRN) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
16-06-2025
- Business
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Jim Cramer on BioMarin: 'I Don't Think It Works Now'
BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) is one of the 16 stocks Jim Cramer recently discussed. When a caller asked about the company during the lightning round, Cramer remarked: 'You know what, BioMarin, I am getting tired of the orphan drug model. I just… [don't] think that it's working. I think it worked for some time. I don't think it works now.' A pharmaceutical plant manufacturing a proprietary synthetic oral form of a C-type natriuretic peptide. BioMarin (NASDAQ:BMRN) is a biotechnology company focused on turning genetic research into treatments that significantly improve patients' lives, supported by a history of innovation and a growing pipeline of therapies. It is worth noting that in 2023, when Cramer was asked about the company during a lightning round, he commented, 'I would hold onto that one.' Since the comment was aired back in January 2023, BMRN stock has gone down more than 49%. While we acknowledge the potential of BMRN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
18-05-2025
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BioMarin Expands Rare Disease Portfolio with $270M Inozyme Acquisition
On May 16, BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) announced a $270 million acquisition of Inozyme Pharma, aiming to expand its rare disease research. The all-cash deal, backed by both companies' boards, is expected to close between July and September, giving BioMarin control of INZ-701, an enzyme replacement therapy targeting ENPP1 and ABCC6 deficiencies, life-threatening disorders caused by mineral buildup in soft tissues. A close-up of a hand holding a vial of biopharmaceutical drugs ready to be administered. With no FDA-approved treatments, INZ-701 aims to restore inorganic pyrophosphate levels, preventing tissue calcification. Late-stage trial results for ENPP1 deficiency are expected next year, with potential FDA approval by 2027. Analysts view the deal as a strategic expansion, complementing BioMarin Pharmaceutical Inc.'s (NASDAQ:BMRN) existing enzyme replacement therapies, including Vimizim, Naglazyme, and Palynziq. Despite a rare patient pool of around 10,000 globally, experts see commercial potential, expecting the acquisition to strengthen BioMarin's pipeline development. While some analysts praise its strong strategic fit, others believe it won't significantly impact BioMarin's overall market position. While we acknowledge the potential of BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BMRN and that has 100x upside potential, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. Sign in to access your portfolio
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16-05-2025
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BMRN Q1 Earnings Call: BioMarin Outperforms on Revenue and Expands Pipeline Progress
Biotech company BioMarin Pharmaceutical (NASDAQ:BMRN) reported Q1 CY2025 results exceeding the market's revenue expectations , with sales up 14.8% year on year to $745.1 million. The company expects the full year's revenue to be around $3.15 billion, close to analysts' estimates. Its non-GAAP profit of $1.13 per share was 18.6% above analysts' consensus estimates. Is now the time to buy BMRN? Find out in our full research report (it's free). Revenue: $745.1 million vs analyst estimates of $738.1 million (14.8% year-on-year growth, 1% beat) Adjusted EPS: $1.13 vs analyst estimates of $0.95 (18.6% beat) Adjusted Operating Income: $265.7 million vs analyst estimates of $158.5 million (35.7% margin, 67.7% beat) The company reconfirmed its revenue guidance for the full year of $3.15 billion at the midpoint Management reiterated its full-year Adjusted EPS guidance of $4.30 at the midpoint Operating Margin: 30%, up from 13.6% in the same quarter last year Free Cash Flow Margin: 21.2%, up from 3.2% in the same quarter last year Market Capitalization: $11.17 billion BioMarin's first quarter results were shaped by continued growth in its VOXZOGO therapy for achondroplasia and solid contributions from its Enzyme Therapies portfolio. Management highlighted that VOXZOGO achieved strong year-over-year revenue gains, supported by expanded patient access across 49 countries and increased adoption in younger age groups following recent guideline updates. Enzyme Therapies also delivered, with PALYNZIQ and ALDURAZYME posting notable growth, and operating expenses reflecting benefits from recent cost transformation initiatives. Looking forward, leadership reaffirmed full-year guidance and emphasized plans for increased investment in research and development, particularly for ongoing VOXZOGO indications and pipeline programs like BMN 351 and BMN 333. CEO Alexander Hardy stressed BioMarin's resilience to sector headwinds, citing the company's global revenue base and limited Medicare exposure. BioMarin anticipates higher revenues in the second half of the year, with new product launches and clinical milestones expected to drive future growth. Management attributed first quarter outperformance to robust commercial execution and strategic focus on expanding access for key therapies. The following major themes emerged from the call: VOXZOGO international expansion: BioMarin's VOXZOGO therapy for achondroplasia continued to grow, now available in 49 countries. Management noted that international markets contributed about 75% of VOXZOGO revenues, with ongoing efforts to open access in over 60 countries by 2027. Adoption in younger patients: New international guidelines recommending early diagnosis and treatment have driven increased uptake among infants and young children in the U.S., following regulatory approval for these age groups at the end of last year. Enzyme Therapies growth: The Enzyme Therapies unit delivered 8% year-over-year growth, with PALYNZIQ and ALDURAZYME showing strong demand. Management highlighted PALYNZIQ's potential for expanded adolescent indications, supported by positive pivotal data and regulatory submissions planned for later this year. Operational efficiency impact: Cost transformation efforts led to lower year-over-year R&D and SG&A expenses in Q1, boosting operating margins. However, spending is expected to rise through the rest of the year as BioMarin invests in new launches and pipeline programs. Minimal tariff exposure: Leadership explained that BioMarin's global manufacturing footprint and small U.S. Medicare patient base limit exposure to potential pharmaceutical tariffs or policy changes, insulating the business from some external risks. BioMarin's outlook for the remainder of the year is anchored in expanding indications for existing therapies, new product pipeline progress, and continued global market penetration. Pipeline advancement: Management expects clinical milestones from late-stage pipeline programs—such as VOXZOGO in hypochondroplasia, PALYNZIQ for adolescents, and initial data from BMN 351 for Duchenne Muscular Dystrophy—to support future growth and potential product launches. Commercial execution in new markets: The company aims to further expand access to VOXZOGO and Enzyme Therapies worldwide, with strategic focus on increasing prescriber awareness and broadening reimbursement pathways, particularly outside the U.S. Operational investment: Planned increases in R&D and SG&A spending are intended to accelerate growth in core franchises and support launches, but management cautioned that this could moderate margins in coming quarters. External risks such as evolving tariff policies remain an area of ongoing monitoring. Philip Nadeau (TD Cowen): Asked if VOXZOGO revenue could decline in Q2 and how future pharmaceutical tariffs might affect financials. Management clarified that order timing dynamics could make Q2 flat or down, and said they are modeling tariff scenarios but have limited current exposure. Tommie Reerink (Goldman Sachs): Inquired about business development timing and the detail of upcoming BMN 333 data. CEO Alexander Hardy reiterated a focus on executing at least one business development transaction this year, and R&D leadership expects topline pharmacokinetic results for BMN 333 later in 2025. Jenny Gonzalez-Armenta (Leerink Partners): Sought details on strategies to expand VOXZOGO adoption. Chief Commercial Officer Cristin Hubbard described targeted awareness campaigns, expanded field teams, and prescriber base expansion, especially among pediatric endocrinologists. Zaki Molvi (Jefferies): Questioned BMN 351's safety profile given preclinical liver signals. Chief R&D Officer Greg Friberg said the candidate was engineered for safety and detailed ongoing clinical monitoring, with full safety and efficacy data to be presented later this year. Jessica Fye (JPMorgan): Asked how BioMarin would address market concerns about VOXZOGO's long-term value beyond 2030. Management emphasized the large and growing dataset on efficacy and safety, broad international footprint, and next-generation candidates like BMN 333. The StockStory team will be watching (1) progress on key clinical milestones, including data releases for VOXZOGO in hypochondroplasia and BMN 351 for Duchenne Muscular Dystrophy, (2) expansion of VOXZOGO access in new geographies and patient age groups, and (3) the outcome of regulatory submissions for PALYNZIQ adolescent indications in the U.S. and Europe. Developments in business development activities and tariff policy changes may also influence future performance. BioMarin Pharmaceutical currently trades at a forward P/E ratio of 13.1×. Should you load up, cash out, or stay put? The answer lies in our free research report. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). 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