Peptide News Digest

#Galafold

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Industry · View digest

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.

Industry · View digest

BioMarin Pharmaceutical (NASDAQ: BMRN) Reports Q2 2026 Financial Results After Market Close Thursday August 6 With Total Revenue of $990 Million (+20% Year-Over-Year, Approaching the $1 Billion Quarterly Threshold), Non-GAAP Diluted EPS of $0.54 (Beating the $0.23 Consensus), Continued Commercial Strength From Voxzogo (Vosoritide, C-Type Natriuretic Peptide Analog for Achondroplasia in Children), Contribution From the Completed Amicus Therapeutics Acquisition Including GALAFOLD (Migalastat for Fabry Disease) and POMBILITI + OPFOLDA (Cipaglucosidase Alfa Plus Miglustat for Late-Onset Pompe Disease); ROCTAVIAN (Valoctocogene Roxaparvovec Hemophilia A AAV Gene Therapy) Revenue Continued Declining Following the Q1 2026 Voluntary Market Withdrawal

BioMarin Pharmaceutical (NASDAQ: BMRN) reported Q2 2026 financial results after market close Thursday August 6, 2026 with total revenue of $990 million (+20% year-over-year), approaching the $1 billion quarterly threshold. Non-GAAP diluted EPS of $0.54 beat the $0.23 analyst consensus. Growth drivers: continued commercial strength of Voxzogo (vosoritide, C-type natriuretic peptide analog administered as a daily subcutaneous injection for achondroplasia in pediatric patients); contribution from the completed Amicus Therapeutics acquisition adding 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; and continued growth of Palynziq (pegvaliase-pqpz for phenylketonuria). ROCTAVIAN (valoctocogene roxaparvovec, hemophilia A AAV gene therapy) revenue continued to decline following the Q1 2026 voluntary market withdrawal announced earlier in the year. The Amicus acquisition adds cost synergies expected to accelerate revenue growth, non-GAAP diluted EPS accretion, non-GAAP operating margin expansion, and operating cash flow through the mid-2030s per BioMarin management commentary. BioMarin's Voxzogo peptide franchise represents one of the sole approved peptide therapies in the pediatric endocrine indication space and continues to demonstrate the commercial scalability of the C-type natriuretic peptide modality.