Should Positive Phase 3 PALYNZIQ Results Prompt Action From BioMarin (BMRN) Investors?

• In September 2025, BioMarin Pharmaceutical announced positive Phase 3 results for its PALYNZIQ® therapy in teens with phenylketonuria, showing significant reductions in dangerous phenylalanine levels compared to diet alone.
• Despite headwinds from industry competition and index removal, these robust clinical data have prompted multiple analyst earnings upgrades and renewed focus on the company's rare disease pipeline.
• We'll explore how the latest PALYNZIQ® clinical results could reshape BioMarin's growth outlook and long-term investment narrative.

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BioMarin Pharmaceutical Investment Narrative Recap

To be a shareholder in BioMarin Pharmaceutical, you need confidence in the company's ability to deliver innovative therapies for rare diseases and sustain long-term growth through pipeline success. The recent positive Phase 3 data for PALYNZIQ® in teens with phenylketonuria strengthens the short-term catalyst of pipeline advancement, though the biggest immediate risk remains intensifying competition in rare disease markets, which this news does not materially change. Addressing pipeline opportunity and execution continues to be crucial for BioMarin’s investment appeal.

Of BioMarin's latest announcements, the updated 2025 revenue guidance, now set between US$3,125 million and US$3,200 million, stands out following strong earnings and milestone trial results. This guidance reflects the impact that recent clinical and commercial progress across key products and indications may have, but continued pricing pressure and product concentration risks are important context for growth projections.

By contrast, investors should keep in mind the evolving risk of increased competition for VOXZOGO and other pipeline assets if...

Read the full narrative on BioMarin Pharmaceutical (it's free!)

BioMarin Pharmaceutical's outlook projects $3.8 billion in revenue and $1.1 billion in earnings by 2028. This scenario assumes annual revenue growth of 7.6% and an increase in earnings of about $443 million from the current $657.2 million.

Uncover how BioMarin Pharmaceutical's forecasts yield a $96.59 fair value, a 74% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community set fair value for BioMarin between US$83.91 and US$182.37 per share. With analyst forecasts highlighting competition as a significant risk to top-line growth, these valuations show how much opinions can differ about BioMarin’s outlook; explore the full range of community viewpoints for broader context.

Explore 4 other fair value estimates on BioMarin Pharmaceutical - why the stock might be worth just $83.91!

Build Your Own BioMarin Pharmaceutical Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your BioMarin Pharmaceutical research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free BioMarin Pharmaceutical research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate BioMarin Pharmaceutical's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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