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BMRN

BioMarin Pharmaceutical Inc

In the published model solve dated 2026-Q2, anchored at $61.89, BioMarin Pharmaceutical Inc (BMRN) is priced for +24.4% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.

Published model solve
+24.4% growth
Priced In
elevated

Key Takeaways

• BioMarin sells into disease populations so small that, apart from PALYNZIQ and KUVAN, the annual filing states its therapies ⟦"have no direct approved competition currently on the market in the U.S. or the EU"⟧, though rivals are in development. • Concentration is the flip side of that position: VOXZOGO alone is 29% of revenue, and the company's most recent attempt to add a fourth growth leg ended with ROCTAVIAN pulled from the market by management decision in December 2025. • The next schedul

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Institutional ownership

535 institutional managers reported holding BMRN in 13F filings for the quarter ended 2026-03-31. Together they hold about 93% of the company; the top 10 hold 51%. 73 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dodge & Cox, among others. On the short side, 12.5M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (6.1 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

BMRN's share count grew 5.3% over the past five years. It pays no dividend.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at BMRN over the trailing three years. Absence is a fact about the company, not a signal. 19 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

BMRN's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-03+1.6%-0.5%
2023-11-03-2.2%+21.2%
2024-02-27+3.0%-10.9%
2024-04-27-10.7%+1.8%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

BMRN's latest 8-K filings: 2026-06-04 (items 5.02, 5.07); 2026-05-04 (items 2.02, 9.01); 2026-04-27 (items 1.01, 2.01, 2.03, 7.01, 9.01); 2026-04-23 (items 8.01); 2026-03-16 (items 8.01).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

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Model solve date: 2026-Q2
Narrative composed: July 25, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.