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BioMarin Pharmaceutical — Aug 6, 2026 release

Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001048477-26-000015
Open on SEC.gov ↗
Showing in the filing
Peak revenue for GALAFOLD
“approximately $1.4 billion”
Period
FY2030
Measure
GAAP-tied
Source
Prose
All guidance in this release · 22
VOXZOGO full-year 2026 revenue (CEO quote) for FY2026
“at least $1 billion”
Peak revenue for GALAFOLD for FY2030
“approximately $1.4 billion”
Peak revenue for POMBILITI + OPFOLDA for FY2030
“approximately $1.2 billion”
Cost reductions from Amicus acquisition (GAA… for FY2028
“approximately $280 million”
Cost reductions on a GAAP basis for FY2028
“approximately $280 million”
Cost reductions from Amicus acquisition (Non… for FY2028
“approximately $220 million”
GALAFOLD and POMBILITI + OPFOLDA, combined, … for FY2030
“over 60%”
Gross leverage target for FY2027
“below 2.5 times”
Interest expense associated with the financing
“approximately $200 million on an annualized basis”
Interest expense related to Amicus financing…
“approximately $200 million”
Total Revenues for FY2026
“$3,875 to $3,925”
Total Revenues Midpoint Growth (Y/Y) for FY2026
“21%”
Metabolic Conditions for FY2026
“$2,725 to $2,775”
Metabolic Conditions Midpoint Growth (Y/Y) for FY2026
“31%”
VOXZOGO Revenue for FY2026
“$1,000 to $1,050”
VOXZOGO Midpoint Growth (Y/Y) for FY2026
“11%”
Other Revenues for FY2026
“$100 to $125”
Metabolic Conditions Revenue for FY2026
“Unchanged”
Non-GAAP Diluted EPS for FY2026
“$4.90 to $5.10”
Non-GAAP Diluted EPS Midpoint Growth (Y/Y) for FY2026
“59%”
Weighted-Average Diluted Shares Outstanding … for FY2026
“approximately 200 million”
Combined company tax rate assumption for Non… for FY2026
“22%”
Exhibit 99.1 · the passage around this item
… earlier in the release
• In July, BioMarin and the n-Lorem Foundation entered a collaboration and global exclusive license agreement to develop a first-in-disease antisense oligonucleotide (ASO) medicine for ReNU syndrome, a serious, rare neurodevelopmental condition with no approved targeted therapies. ReNU syndrome has an expected global population of approximately 100,000. Growth • BioMarin expects peak revenue for GALAFOLD to be approximately $1.4 billion by the mid-2030s and for POMBILITI + OPFOLDA to be approximately $1.2 billion by the mid-to-late-2030s. BioMarin expects these high growth therapies to benefit from its global scale and proven commercial capabilities. • Metabolic Conditions (formerly Enzyme Therapies) revenue grew 25% Y/Y in the second quarter of 2026, driven by the additions of GALAFOLD and POMBILITI + OPFOLDA and continued strength from PALYNZIQ. The number of patients on therapy grew across all BioMarin-marketed therapies, both Y/Y and sequentially. • Strong U.S. and global demand led to increased full-year 2026 VOXZOGO revenue guidance to a low end of $1 billion. The number of children being treated with VOXZOGO globally increased by more than 20% Y/Y in the second quarter. In the U.S., the majority of new patient starts were under two years of age, and the region drove approximately 25% of total VOXZOGO revenue during the quarter. Value Commitment 2 • As part of the acquisition of Amicus, which closed on April 27, 2026, the company identified approximately $280 million of cost reductions on a GAAP basis, and approximately $220 million of cost reductions on a Non-GAAP basis, expected to be fully realized in 20
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.