BioMarin (BMRN) Q1 FY26 earnings call

BioMarin closed its acquisition of Amicus, significantly expanding its commercial portfolio with Galafold and Pombiliti/Opfolda, and raising its full-year revenue guidance. The company is focused on integrating the new assets to drive diagnosis and treatment rates, while also seeing strong demand for existing products like VOXZOGO and PALYNZIQ. Near-term pipeline catalysts include pivotal data readouts for VOXZOGO in hypochondroplasia and BMN 401 in ENPP1 deficiency.