What Biomarin Pharmaceutical promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

18 of 22 judged targets kept · 40 open · verdicts reflect calls analysed to Jun 2026.

Target	Original wording	Said	Latest call	Verdict
Amicus integration roadmap and growth acceleration details	share roadmap and more detail on growth acceleration	Mar 2026	Jun 2026:Today, we provide estimated peak revenue for Galafold of $1.4 billion and for Pombiliti and Opfolda of $1.2 billion. Call transcript, Jun 2026 · no direct link	Achieved
BMN 333 detailed data presentation	presented at a scientific congress	Dec 2024	No later analysed call mentions it.	Ghosted
VOXZOGO revenue	$975 million to $1.025 billion	Dec 2025	Jun 2026:we feel comfortable increasing VOXZOGO revenue guidance for the year for over $1 billion. Call transcript, Jun 2026 · no direct link	Revised Up

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

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