BioMarin Pharmaceutical (NASDAQ: BMRN) Q2 2026 Earnings Detail: VOXZOGO (Vosoritide, C-Type Natriuretic Peptide Analog for Achondroplasia in Pediatric Patients) Delivered $253 Million in Revenue (+14% Year-Over-Year) Despite the Recent US Launch of a Competitive Weekly Dosing Option, With Approximately 90% of US Pediatric Patients on Therapy Retained Through July; Management Now Expects VOXZOGO to Reach at Least $1 Billion in Annual Sales, Making It BioMarin's First Product to Achieve the Blockbuster Threshold; Amicus Therapeutics Acquisition Integration Adding GALAFOLD (Migalastat for Fabry) and POMBILITI + OPFOLDA (Cipaglucosidase Alfa Plus Miglustat for Late-Onset Pompe Disease) Expected to Deliver $220 Million in Non-GAAP Cost Synergies Fully Realized by 2028
BioMarin Pharmaceutical (NASDAQ: BMRN) Q2 2026 earnings detail: VOXZOGO (vosoritide, C-type natriuretic peptide analog administered as a daily subcutaneous injection for achondroplasia in pediatric patients) delivered $253 million in revenue (+14% year-over-year) despite the recent US launch of a competitive weekly dosing option (BridgeBio's infigratinib for children with achondroplasia). Approximately 90% of US pediatric patients on VOXZOGO therapy remained on treatment through July, addressing prior investor concerns about competitive pressure. Management now expects VOXZOGO to reach at least $1 billion in annual sales, making it BioMarin's first product to achieve the blockbuster threshold. Broader Q2 2026 revenue of $990 million (+20% YoY) beat consensus by a wide margin; non-GAAP diluted EPS of $0.54 beat $0.23 consensus. The Amicus Therapeutics acquisition integration adds GALAFOLD (migalastat for Fabry disease) and POMBILITI + OPFOLDA (cipaglucosidase alfa plus miglustat oral chaperone for late-onset Pompe disease) to the BioMarin rare-disease portfolio, with $220 million in non-GAAP cost synergies expected to be fully realized by 2028. The Amicus deal also positions BioMarin to accelerate non-GAAP diluted EPS accretion beginning 2027 with the integrated commercial and manufacturing infrastructure absorbing GALAFOLD and Pompe franchises. BioMarin raised full-year 2026 guidance on both revenue and non-GAAP diluted EPS.