Company Analysis: BioMarin

Company Analysis: BioMarin

  • January 2021 •
  • 42 pages •
  • Report ID: 6102712 •
  • Format: PDF
PharmaVitae explores BioMarin’s prescription pharmaceutical performance and outlook over 2019–29.

Overview – BioMarin’s ultra-rare diseases portfolio will maintain its solid growth and attractive orphan drug potential.
Key themes – [1] BioMarin is set to double its pharmaceutical revenue over the forecast period [2] Approvals of Roctavian (valoctocogene roxaparvovec) and vosoritide are critical to long-term growth.

Model updates (6 November 2020)

Palynziq forecast adjusted lower
Vimizim forecast adjusted lower
Roctavian forecast adjusted lower due to CRL.

Model updates (5 August 2020)

Aldurazyme forecast adjusted higher
Brineura forecast adjusted lower
Palynziq forecast adjusted lower
Kuvan forecast adjusted higher due to price increases in the US and product mix.

Model updates (29 April 2020)

Vimizim forecast lowered due to impact from COVID-19
Palynziq forecast lowered due to impact from COVID-19
Valoctocogene roxaparvovec name changed to Roctavian.

Model updates (26 February 2020)

Palynziq forecast adjusted higher due to continued growth due to switching from Kuvan
Firdapse forecast removed due to sale to SERB.