BioMarin to acquire Amicus for $4.8 billion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 19 2025
0mins
Should l Buy BMRN?
Source: NASDAQ.COM
BioMarin Pharmaceutical Inc. experienced a significant price increase of 13.00%, reaching a 20-day high amid positive market conditions, with the Nasdaq-100 up 0.81% and the S&P 500 up 0.22%.
This surge is attributed to BioMarin's announcement of a $4.8 billion acquisition of Amicus Therapeutics, which is expected to enhance its portfolio in rare disease treatments. The deal, valued at $14.50 per share, is anticipated to accelerate revenue growth and significantly impact BioMarin's earnings per share within the first year after closing, with substantial benefits expected starting in 2027.
The acquisition not only strengthens BioMarin's market position but also adds two high-growth therapies, Galafold and Pombiliti + Opfolda, which are projected to drive long-term revenue growth through 2030 and beyond.
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Analyst Views on BMRN
Wall Street analysts forecast BMRN stock price to rise
19 Analyst Rating
14 Buy
5 Hold
0 Sell
Moderate Buy
Current: 61.830
Low
60.00
Averages
87.35
High
120.00
Current: 61.830
Low
60.00
Averages
87.35
High
120.00
About BMRN
BioMarin Pharmaceutical Inc. is a global biotechnology company engaged in the development of genetic discovery into medicines that make an impact on the life of each patient. The Company has eight commercial therapies and a clinical and preclinical pipeline. Its commercial products include Vimizim (elosulfase alpha), Naglazyme (galsulfase), Palynziq (pegvaliase-pqpz), Brineura (cerliponase alfa), Aldurazyme (laronidase), Roctavian (valoctocogene roxaparvovec), Kuvan (sapropterin dihydrochloride), and Voxzogo (vosoritide). Vimizim is an enzyme replacement therapy for the treatment of MPS IVA, a lysosomal storage disorder. The Roctavian is an adeno-associated virus (AAV5) vector gene therapy designed to restore factor VIII plasma concentrations in patients with severe hemophilia A. Its key clinical programs include Vosoritide, BMN 333, BMN 390, BMN 351, BMN 349, and INZ-701. Its late-stage enzyme replacement therapy, INZ-701, is being developed for the treatment of ENPP1 deficiency.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Dial-in Information: The U.S./Canada dial-in number is 800-715-9871, and the international dial-in number is 646-307-1963, ensuring global investor participation and access to the latest information.
- Replay Service Offered: Following the call, BioMarin will provide a replay service, accessible via the U.S./Canada number 800-770-2030 and the international number 609-800-9909, facilitating access for investors who could not attend live.
- Company Background: Founded in 1997 and based in San Rafael, California, BioMarin is dedicated to translating genetic discoveries into impactful medicines, boasting eight commercial therapies and a robust clinical and preclinical pipeline.
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- Emerging Therapies Development: New therapies such as NGGT002, JNT-517, and Pegvaliase are currently in clinical trials and are anticipated to enter the market in the coming years, significantly improving treatment options for patients and driving market transformation.
- Increased Screening Rates: The expansion of newborn screening programs globally has led to higher early diagnosis rates of PKU, resulting in more patients entering care pathways, thereby enhancing the market's growth potential and meeting rising healthcare demands.
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- Product Pipeline: BioMarin focuses on developing therapies for serious and life-threatening medical conditions and rare diseases, with a product pipeline that includes Valoctocogene roxaparvovec, Vosoritide, and BMN 307, showcasing its ambition to translate genetic discoveries into new medicines.
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- Voxzogo Sales Outlook: CFO Brian Mueller indicated that Voxzogo is projected to achieve its highest revenue level of the year in Q4, reflecting strong demand for rare disease drugs, which could drive overall performance growth.
- FDA Approval Progress: The FDA has set a PDUFA date of February 28, 2026, for BioMarin's Palynziq in treating adolescents with phenylketonuria, and approval could provide a new revenue stream, enhancing the company's competitive position.
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- Guidance Adjustment: The company raised the lower end of its 2025 revenue guidance to $3.15 billion, reflecting optimistic expectations for Q4 performance, which may reduce the risk of negative surprises in earnings reports and further solidify market trust in the company.
- FDA Approval Catalyst: BioMarin expects to receive an FDA approval decision for Palynziq on February 28, 2026, which could provide new growth opportunities for the company, with potential EU approval also anticipated in the first half of the year.
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See More
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- Earnings Call Announcement: BioMarin Pharmaceutical Inc. will host a conference call on February 23, 2026, at 4:30 p.m. ET to discuss its fourth quarter and full-year 2025 financial results, which is expected to provide significant business updates for investors.
- Dial-in Information: The U.S./Canada dial-in number is 800-715-9871, and the international dial-in number is 646-307-1963, ensuring global investor participation and access to the latest information.
- Replay Service Offered: Following the call, BioMarin will provide a replay service, accessible via the U.S./Canada number 800-770-2030 and the international number 609-800-9909, facilitating access for investors who could not attend live.
- Company Background: Founded in 1997 and based in San Rafael, California, BioMarin is dedicated to translating genetic discoveries into impactful medicines, boasting eight commercial therapies and a robust clinical and preclinical pipeline.
See More
Phenylketonuria Treatment Market Outlook Analysis
- Market Size Growth: The phenylketonuria treatment market is expected to continue growing by 2034, with the U.S. holding the largest market size, as evidenced by 18,800 diagnosed PKU cases in 2024, indicating strong demand and economic opportunities in this sector.
- Emerging Therapies Development: New therapies such as NGGT002, JNT-517, and Pegvaliase are currently in clinical trials and are anticipated to enter the market in the coming years, significantly improving treatment options for patients and driving market transformation.
- Increased Screening Rates: The expansion of newborn screening programs globally has led to higher early diagnosis rates of PKU, resulting in more patients entering care pathways, thereby enhancing the market's growth potential and meeting rising healthcare demands.
- Regulatory Support: The approvals of PTC Therapeutics' SEPHIENCE and BioMarin's Pegvaliase by the FDA and Japan's Ministry of Health signify an improved regulatory environment, providing favorable conditions for new therapies' market entry and fostering innovation and development in the industry.
See More
BridgeBio Pharma Stock Soars on Positive Clinical Trial Results
- Clinical Trial Results: BridgeBio Pharma's PROPEL 3 Phase 3 trial for oral infigratinib in children demonstrated a significant annualized height velocity increase, with an LS mean treatment difference of +1.74 cm/year compared to placebo, highlighting the drug's potential in treating achondroplasia.
- Statistical Significance: In a pre-specified exploratory analysis of children under 8, infigratinib showed statistical significance against placebo with an LS mean decrease of -0.05, marking a significant breakthrough in randomized trials for achondroplasia treatment.
- Regulatory Plans: BridgeBio intends to meet with regulatory authorities in the second half of 2026 to discuss plans for submitting a New Drug Application (NDA) and Marketing Authorization Application (MAA) for infigratinib, reflecting the company's confidence in future market opportunities.
- Competitive Landscape: While BioMarin's Voxzogo is the first FDA-approved drug for achondroplasia, the positive results from BridgeBio's infigratinib clinical trials may shift the competitive dynamics and enhance the company's position in the rare disease market.
See More
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- Rating Adjustment: Piper Sandler revised BioMarin Pharmaceutical's price target from $122 to $84 on February 6 while maintaining an Overweight rating, indicating confidence in the company's future growth potential.
- Market Optimism: Barclays initiated coverage of BioMarin on January 27 with an Overweight rating and an $80 price target, anticipating significant tailwinds for the industry by 2026 and expressing a positive outlook for the biotech sector.
- Acquisition Catalyst: Canaccord Genuity upgraded BioMarin from Hold to Buy on January 20, adjusting the price target to $84, believing that the pending acquisition of Amicus will be a key driver for breaking the stock out of its recent trading range.
- Product Pipeline: BioMarin focuses on developing therapies for serious and life-threatening medical conditions and rare diseases, with a product pipeline that includes Valoctocogene roxaparvovec, Vosoritide, and BMN 307, showcasing its ambition to translate genetic discoveries into new medicines.
See More
BioMarin Pharmaceutical Set to Report 2025 Financial Results Soon
- Earnings Report Anticipation: BioMarin is expected to announce its Q4 and full-year 2025 results in the coming weeks, with last year's report released on the third Wednesday of February, prompting investors to mark February 18, 2026, on their calendars for potential updates.
- Voxzogo Sales Outlook: CFO Brian Mueller indicated that Voxzogo is projected to achieve its highest revenue level of the year in Q4, reflecting strong demand for rare disease drugs, which could drive overall performance growth.
- FDA Approval Progress: The FDA has set a PDUFA date of February 28, 2026, for BioMarin's Palynziq in treating adolescents with phenylketonuria, and approval could provide a new revenue stream, enhancing the company's competitive position.
- Market Competition Risks: Despite positive short-term factors, management expresses caution regarding Voxzogo's long-term outlook, acknowledging potential challenges from competitors that could impact market share and revenue expectations.
See More
BioMarin Expects Strong Sales for Voxzogo in Q4
- Voxzogo Sales Outlook: BioMarin anticipates that its rare disease drug Voxzogo will achieve its highest sales level in Q4 2024, as CFO Brian Mueller indicated during the Q3 earnings call, which is expected to drive revenue growth and bolster investor confidence.
- Guidance Adjustment: The company raised the lower end of its 2025 revenue guidance to $3.15 billion, reflecting optimistic expectations for Q4 performance, which may reduce the risk of negative surprises in earnings reports and further solidify market trust in the company.
- FDA Approval Catalyst: BioMarin expects to receive an FDA approval decision for Palynziq on February 28, 2026, which could provide new growth opportunities for the company, with potential EU approval also anticipated in the first half of the year.
- Competition Risks: Despite BioMarin's optimistic outlook for Voxzogo, management acknowledged potential competitive pressures that could impact market share in 2027, necessitating careful risk assessment by investors.
See More
