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BMRN: Revenue Guidance Revision Will Reveal New Competitive Dynamics Ahead

Published
08 Aug 24
Updated
03 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-23.3%
7D
-3.9%

Author's Valuation

US$90.643.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 03 Nov 25

Fair value Decreased 4.43%

Analysts have lowered their average price target for BioMarin Pharmaceutical from about $94.80 to $90.60. This reflects a cautious view following revenue misses, reduced long-term guidance due to anticipated competition, and updated profit margin forecasts.

Shared on 20 Oct 25

Fair value Decreased 0.38%

Pipeline Progress And Regulatory Support Will Unlock Rare Disease Opportunities

BioMarin Pharmaceutical's analyst price target was revised slightly lower, decreasing from $95.16 to $94.80 per share as analysts weighed ongoing competitive risks to Voxzogo and modest changes to key financial assumptions. Analyst Commentary Recent analyst coverage of BioMarin Pharmaceutical reflects a mix of optimism and caution surrounding the company's future prospects, especially regarding its growth story, competitive landscape, and valuation relative to peers.

Shared on 05 Oct 25

Fair value Decreased 1.48%

Pipeline Progress And Regulatory Support Will Unlock Rare Disease Opportunities

Analysts have slightly lowered their price target for BioMarin Pharmaceutical to $95.16. This adjustment reflects carefully balanced views on future revenue growth, competitive risks affecting key drugs, and the company's ongoing potential for pipeline advancement.

Shared on 07 May 25

Fair value Decreased 1.77%

Pipeline Progress And Regulatory Support Will Unlock Rare Disease Opportunities

Shared on 30 Apr 25

Fair value Decreased 1.55%

Global VOXZOGO Expansion And R&D Pipeline Will Open New Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Global VOXZOGO Expansion And R&D Pipeline Will Open New Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 0.62%

Global VOXZOGO Expansion And R&D Pipeline Will Open New Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 3.73%

Global VOXZOGO Expansion And R&D Pipeline Will Open New Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.81%

Global VOXZOGO Expansion And R&D Pipeline Will Open New Markets

Shared on 26 Mar 25

Global VOXZOGO Expansion And R&D Pipeline Will Open New Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.031%

Global VOXZOGO Expansion And R&D Pipeline Will Open New Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 0.63%

Global VOXZOGO Expansion And R&D Pipeline Will Open New Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.