BioMarin Pharmaceutical マネジメント
マネジメント 基準チェック /14
BioMarin Pharmaceuticalの CEO はAlexander Hardyで、 Dec2023年に任命され、 の在任期間は 2.42年です。 の年間総報酬は$ 21.93Mで、 5.2%給与と94.8%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.11%を直接所有しており、その価値は$ 11.61M 。経営陣と取締役会の平均在任期間はそれぞれ2.4年と2.4年です。
主要情報
Alexander Hardy
最高経営責任者
US$21.9m
報酬総額
| CEO給与比率 | 5.16% |
| CEO在任期間 | 2.4yrs |
| CEOの所有権 | 0.1% |
| 経営陣の平均在職期間 | 2.4yrs |
| 取締役会の平均在任期間 | 2.4yrs |
経営陣の近況
Recent updates
ナラティブの更新 • May 14
BMRN: Pending Amicus Acquisition Will Recast Earnings Power Despite Treatment Franchise Uncertainty
Analysts have nudged their fair value estimate for BioMarin Pharmaceutical to $89.96, reflecting updated assumptions on discount rate, revenue growth, profit margins, and a higher future P/E following a mix of recent price target increases and reductions across the Street. Analyst Commentary Street research on BioMarin Pharmaceutical has been active, with a mix of higher and lower price targets and one recent coverage reinstatement at Goldman Sachs.Seeking Alpha • May 06
BioMarin: 'Strong Buy' On VOXZOGO Expansion And Amicus Acquisition
Summary BioMarin Pharmaceutical remains a "Strong Buy," driven by pipeline progress, strategic acquisitions, and robust revenue guidance. BMRN's acquisition of Amicus Therapeutics adds GALAFOLD and POMBILITI + OPFOLDA, boosting 2026 revenue guidance to $3.825–$3.925 billion and targeting 20% YoY growth. VOXZOGO expansion into hypochondroplasia and ongoing clinical trials represent major catalysts, with topline Phase 3 data expected in Q2 2026. The BMN 401 and BMN 333 programs, alongside PALYNZIQ label expansion, further diversify BMRN's growth opportunities and de-risk the investment thesis. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 29
BMRN: Fair Value View Weighs Voxzogo Headwinds Against Amicus Acquisition Potential
Analysts have trimmed their average price target on BioMarin Pharmaceutical slightly, cutting fair value by about $0.30 to $55.36. They are factoring in a higher discount rate, modestly stronger long term growth and margins, and a slightly lower future P/E multiple following recent reassessments of the Voxzogo franchise and the planned Amicus acquisition.ナラティブの更新 • Apr 15
BMRN: Fair Value View Balances Voxzogo Risks And Amicus Opportunity
The analyst fair value estimate for BioMarin Pharmaceutical has been trimmed from about $60 to roughly $55.66 as analysts factor in a higher discount rate, a lower future P/E multiple, and mixed expectations around Voxzogo and the Amicus acquisition. Analyst Commentary Recent research on BioMarin reflects a mixed but generally constructive stance, with several firms revising price targets while keeping positive ratings.ナラティブの更新 • Apr 01
BMRN: Pending Amicus Deal Will Reshape Earnings Power Despite Treatment Franchise Risks
Analyst revisions point to a slightly lower blended fair value for BioMarin Pharmaceutical, trimming the price target by about $0.09 as analysts factor in mixed views on Voxzogo and the pending Amicus deal while keeping underlying growth, margin, and P/E assumptions broadly unchanged. Analyst Commentary Recent Street research reflects a split view on BioMarin, with most analysts still constructive on long term value creation while others focus on Voxzogo related risks and competitive pressures.ナラティブの更新 • Mar 18
BMRN: Amicus Acquisition Is Expected To Reshape Future Earnings Power
Analysts have nudged their fair value estimate for BioMarin to $88.96 from $88.65, citing updates to revenue growth, profit margin and future P/E assumptions as they reassess Voxzogo risks, competitive pressure and the potential impact of the Amicus acquisition. Analyst Commentary Recent street research paints a mixed picture for BioMarin, with analysts recalibrating expectations around Voxzogo, the Amicus acquisition and the broader rare disease portfolio.
ナラティブの更新 • Mar 03
BMRN: Rare Disease Portfolio Expansion And Amicus Acquisition Will Drive Repricing
Our BioMarin Pharmaceutical update trims the fair value estimate slightly to $120 from $122, as analysts weigh higher long term growth and margin assumptions against a higher discount rate and a lower future P/E multiple. Recent Street price target moves now cluster in the mid to high $90s, with outliers as low as $55 and as high as $105.ナラティブの更新 • Feb 17
BMRN: Recent Coverage Shifts Will Support Higher Future Earnings Multiple
Analysts have trimmed their fair value estimate for BioMarin Pharmaceutical by roughly $2 to about $88.65. This reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions drawn from recent Street research.ナラティブの更新 • Feb 03
BMRN: Shares Should Recover As Fresh Coverage Supports Higher Future Earnings Multiple
Analysts have lifted their price target for BioMarin Pharmaceutical by about US$1 to roughly US$91, citing updated assumptions around revenue growth, margins and a higher future P/E multiple, supported by recent positive Street research coverage. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent Street coverage as support for using a higher future P/E multiple, which feeds directly into a slightly higher fair value range around US$91.ナラティブの更新 • Jan 20
BMRN: Reset Long Term Outlook Will Shape Risk Balance Going Forward
Analysts have reduced their price target on BioMarin Pharmaceutical to US$60 from US$67.39 as they factor in updated long term revenue scenarios, a higher discount rate, and slightly stronger margin assumptions following recent quarterly results and guidance changes. Analyst Commentary Recent Street research shows a cluster of price target cuts on BioMarin, generally following an "okay" Q3 print, a Q3 revenue miss in some areas, and updated long term guidance that now reflects a wider range of possible competitive and intellectual property outcomes.ナラティブの更新 • Jan 06
BMRN: Shares Should Recover As 2027 Revenue Reset Clarifies Competition Risk
Analysts now see fair value for BioMarin Pharmaceutical at $89.74 per share, a small move up that reflects lower long term revenue growth assumptions, a slightly higher profit margin outlook, and modestly higher future P/E expectations following recent price target cuts tied to Voxzogo trends, revised 2027 revenue guidance, and potential competition. Analyst Commentary Recent Street research shows a wide range of views on BioMarin, with a clear focus on Voxzogo trends, updated 2027 revenue scenarios, and the impact of potential competition on execution and valuation.ナラティブの更新 • Dec 16
BMRN: Shares Will Strengthen As 2025 Guidance Reset Supports Future Upside
Analysts have trimmed their average price target on BioMarin Pharmaceutical by roughly $1 to reflect a modest reset in long term revenue and margin expectations after Q3’s revenue miss, Voxzogo softness and greater acknowledgment of emerging competitive risks, even though they continue to view the shares as undervalued. Analyst Commentary Analyst reactions to BioMarin’s Q3 update reflect a more nuanced view of the company’s medium term growth profile, with reduced price targets but largely constructive ratings as investors recalibrate for competitive dynamics and updated long range guidance.ナラティブの更新 • Dec 02
BMRN: Shares Will Strengthen As 2025 Guidance and Pipeline Progress Drive Upside
BioMarin Pharmaceutical's analyst price target has been reduced from $90.50 to $89.36. Analysts cite slightly lower growth and profit margin expectations, new competitive pressures, and revised long-term guidance as key drivers for the change.ナラティブの更新 • Nov 18
BMRN: Shares Will Recover As Revenue Guidance Aligns With Market Expectations
Analysts have modestly reduced their price target for BioMarin Pharmaceutical, trimming it by $0.10 to $90.50. Recent updates reflect a more cautious outlook on revenue growth and profit margins in light of evolving competitive and regulatory expectations.ナラティブの更新 • Nov 03
BMRN: Revenue Guidance Revision Will Reveal New Competitive Dynamics Ahead
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.分析記事 • Oct 30
Earnings Miss: BioMarin Pharmaceutical Inc. Missed EPS And Analysts Are Revising Their Forecasts
Last week, you might have seen that BioMarin Pharmaceutical Inc. ( NASDAQ:BMRN ) released its quarterly result to the...ナラティブの更新 • Oct 20
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.ナラティブの更新 • Oct 05
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.分析記事 • Aug 06
Results: BioMarin Pharmaceutical Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
NasdaqGS:BMRN 1 Year Share Price vs Fair Value Explore BioMarin Pharmaceutical's Fair Values from the Community and...分析記事 • Jul 22
Investors Still Waiting For A Pull Back In BioMarin Pharmaceutical Inc. (NASDAQ:BMRN)
BioMarin Pharmaceutical Inc.'s ( NASDAQ:BMRN ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a...Seeking Alpha • Jan 23
BioMarin Pharmaceuticals: Share Downdraft Combined With VOXZOGO Potential Makes A Buy
Summary BioMarin's stock has dropped over 26% since July 2024, raising questions about whether it's a bargain or a falling knife. Key issues include valuation, stock volatility, an underwhelming investor's day, and competition with their drug VOXZOGO. The sharp decline in share price invites a reassessment of BioMarin's current investment prospects. Investors need to weigh the potential for recovery against the risks of further declines. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Biomarin: Challanges Mount, But Sale Rumours Make For A Risky "Buy" Call
Summary Biomarin has a near $3bn per annum rare disease drug franchise, and is profitable. Arguably the business is undervalued by the market. The company faces threats to key drugs in the indications of acondrophasia, hemophilia and patent expiry issues, making the medium term outlook tricky. Long term, a new management is promising $4bn of revenues by 2027, and long term mid-teen revenue growth. Elliott Investment Management is invested in the company and may be attempting to position the business for a sale. Management's forecasts may be over-ambitious, and Wall Street's current valuation of the business too low. The prospect of a sale tips the balance in favour of a "Buy" recommendation. Read the full article on Seeking AlphaSeeking Alpha • Aug 21
BioMarin: Voxzogo Sales Surge Isn't Only Driving Force In 2024
Summary BioMarin Pharmaceutical Inc. sales of Voxzogo had increased by 62% to $184 million in Q2 of 2024, compared to the same period in 2023. Potential to eventually expand the use of Voxzogo towards other indications like hypochondroplasia and idiopathic short stature. Data from the phase 1/2 study, using BMN351 for the treatment of patients with DMD amenable to exon 51 skipping, expected by the end of 2024. The global Duchenne Muscular Dystrophy Treatment market size is expected to reach $8.19 billion by 2029; It is said that about 13% of DMD patients are amenable to exon 51 skipping. Read the full article on Seeking AlphaSeeking Alpha • Jul 24
BioMarin Pharmaceutical: Steady Performer Scheduling Its Big Reveal In 09/2024
Summary BioMarin's shares have enjoyed three strong, albeit brief, updrafts in recent years. It plans to reveal its latest strategies for developing its rich portfolio of approved drugs at its 09/2024 investor's day. With ample liquidity and positive earnings BioMarin's financial profile is steady. Read the full article on Seeking AlphaSeeking Alpha • May 15
BioMarin: Short-Term Headwinds But Long-Term Opportunities Remain
Summary BioMarin's 1Q24 revenue was $649 million, with a 9% YoY increase, but uncertainty around the commercial prospects of Roctavian has dampened optimism. The company's core drug portfolio performed as expected, with some drugs exceeding consensus expectations and others falling short. Voxzogo remains a strong revenue driver, with sales of $153 million in 1Q24, and plans to expand into new indications, potentially significantly expanding the addressable market. I maintain my bullish view on BMRN stock, but it has become less bullish. My new fair price for BMRN is $112. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$269m |
| Dec 31 2025 | US$22m | US$1m | US$349m |
| Sep 30 2025 | n/a | n/a | US$520m |
| Jun 30 2025 | n/a | n/a | US$657m |
| Mar 31 2025 | n/a | n/a | US$524m |
| Dec 31 2024 | US$15m | US$1m | US$427m |
| Sep 30 2024 | n/a | n/a | US$322m |
| Jun 30 2024 | n/a | n/a | US$257m |
| Mar 31 2024 | n/a | n/a | US$205m |
| Dec 31 2023 | US$19m | US$65k | US$168m |
報酬と市場: Alexanderの 総報酬 ($USD 21.93M ) は、 US市場 ($USD 14.84M ) の同規模の企業の平均を上回っています。
報酬と収益: Alexanderの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。
CEO
Alexander Hardy (56 yo)
2.4yrs
在職期間
US$21,927,563
報酬
Mr. Alexander Hardy serves as President, Chief Executive Officer & Director of BioMarin Pharmaceutical Inc. since December 01, 2023 having joined in December 2023. He had been Chief Executive Officer at Ge...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 2.4yrs | US$21.93m | 0.11% $ 11.6m | |
| CFO & Executive VP of Finance | 6.3yrs | US$6.83m | 0.064% $ 6.7m | |
| Executive VP & CTO | no data | US$5.69m | 0.044% $ 4.6m | |
| Executive VP & Chief Commercial Officer | 2yrs | US$5.71m | 0.0039% $ 409.9k | |
| Executive VP and Chief Research & Development Officer | 1.7yrs | US$7.17m | 0.027% $ 2.8m | |
| VP, Chief Accounting Officer & Principal Accounting Officer | less than a year | データなし | データなし | |
| Chief Scientific Officer & Senior VP of Research and Early Development | no data | データなし | データなし | |
| Executive Vice President | less than a year | データなし | データなし | |
| Executive VP | 22.3yrs | US$5.06m | 0.041% $ 4.2m | |
| Executive VP & Chief People Officer | 7.3yrs | データなし | データなし | |
| Senior Vice President of Technical Development | 4.6yrs | データなし | データなし | |
| Executive VP | 2.3yrs | データなし | データなし |
2.4yrs
平均在職期間
54yo
平均年齢
経験豊富な経営陣: BMRNの経営陣は 経験豊富 であると考えられます ( 2.4年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 2.4yrs | US$21.93m | 0.11% $ 11.6m | |
| Independent Chairman of the Board | 19.4yrs | US$570.04k | 0.062% $ 6.5m | |
| Independent Director | 2.4yrs | US$501.29k | 0.0011% $ 118.2k | |
| Independent Director | less than a year | US$451.23k | データなし | |
| Independent Director | 9.8yrs | US$509.04k | 0.014% $ 1.5m | |
| Independent Director | 1.3yrs | US$492.79k | 0.00022% $ 23.0k | |
| Independent Director | 5.3yrs | US$502.79k | 0.011% $ 1.2m | |
| Independent Director | 8.7yrs | US$509.54k | 0.016% $ 1.7m | |
| Independent Director | 2.4yrs | US$493.66k | 0.0011% $ 118.2k | |
| Independent Director | 6.8yrs | US$505.04k | 0.012% $ 1.2m | |
| Independent Director | 2.4yrs | US$487.04k | 0.0011% $ 118.2k |
2.4yrs
平均在職期間
61yo
平均年齢
経験豊富なボード: BMRNの 取締役会 は 経験豊富 ではない ( 2.4年の平均在任期間) ため、新しい取締役会が必要であると考えられます。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/22 07:27 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
BioMarin Pharmaceutical Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。48
| アナリスト | 機関 |
|---|---|
| Jack Allen | Baird |
| Ying Huang | Barclays |
| Eliana Merle | Barclays |