Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

Biomarin Pharmaceutical / Equity Bottom-Up

<ul><li>BioMarin Pharmaceutical reported first quarter 2026 results highlighting progress across its diversified portfolio and the completion of the Amicus Therapeutics acquisition, which brings two innovative therapies—Galafold for Fabry disease and Pombiliti and Opfolda for Pompe disease—into BioMarin’s commercial offerings.</li><li>The acquisition is expected to accelerate BioMarin’s year-over-year revenue growth to approximately 20% at the midpoint of updated 2026 guidance, with a strengthened longer-term financial outlook anchored by a broader product portfolio.</li><li>Revenue for the quarter totaled $766 million, reflecting organic growth in Enzyme Therapies and VOXZOGO, partly offset by order timing factors and lower revenues from Roctavian, KUVAN, and royalties.</li></ul>

BioMarin Pharmaceutical reported first quarter 2026 results highlighting progress across its diversified portfolio and the completion of the Amicus Therapeutics acquisition, which brings two innovative therapies—Galafold for Fabry disease and Pombiliti and Opfolda for Pompe disease—into BioMarin’s commercial offerings.The acquisition is expected to accelerate BioMarin’s year-over-year revenue growth to approximately 20% at the midpoint of updated 2026 guidance, with a strengthened longer-term financial outlook anchored by a broader product portfolio.Revenue for the quarter totaled $766 million, reflecting organic growth in Enzyme Therapies and VOXZOGO, partly offset by order timing factors and lower revenues from Roctavian, KUVAN, and royalties.

BioMarin’s Rare Disease Playbook—Inside Its Big Bet on VOXZOGO, Galafold & BMN 333!

<ul><li>BioMarin Pharmaceutical Inc. reported its first quarter 2026 results highlighting a significant corporate milestone with the recent acquisition of Amicus Therapeutics.</li><li>This acquisition brought two additional therapies—Galafold for Fabry disease and Pombiliti and Opfolda for Pompe disease—into BioMarin’s portfolio, expected to accelerate the company’s revenue growth trajectory.</li><li>BioMarin updated its full-year 2026 revenue guidance to a range of $3.825 billion to $3.925 billion, representing approximately 20% year-over-year growth at the midpoint, while Enzyme Therapies revenue guidance was raised to $2.725 billion to $2.775 billion, reflecting a 30% growth rate fueled by the new product additions.</li></ul>

BioMarin Pharmaceutical Inc. reported its first quarter 2026 results highlighting a significant corporate milestone with the recent acquisition of Amicus Therapeutics.This acquisition brought two additional therapies—Galafold for Fabry disease and Pombiliti and Opfolda for Pompe disease—into BioMarin’s portfolio, expected to accelerate the company’s revenue growth trajectory.BioMarin updated its full-year 2026 revenue guidance to a range of $3.825 billion to $3.925 billion, representing approximately 20% year-over-year growth at the midpoint, while Enzyme Therapies revenue guidance was raised to $2.725 billion to $2.775 billion, reflecting a 30% growth rate fueled by the new product additions.

BioMarin’s VOXZOGO Expansion Could Unlock A Powerful New Growth Wave In Rare Bone Disorders!

<ul><li>BioMarin Pharmaceutical Inc. reported a strong finish to 2025, with fourth-quarter performance supported by broad-based demand across its portfolio and full-year revenue growth that was led by continued expansion of Voxzogo and steady performance from enzyme therapies.</li><li>Total revenue for 2025 rose 13% to $3.22 billion, helped by a 26% increase in Voxzogo revenue to $927 million and 9% growth in enzyme therapies.</li><li>Management emphasized that the enzyme franchise is now a $2 billion-plus business with multi-year durability across an 80-country footprint, while Voxzogo revenue was heavily international, with roughly three quarters generated outside the United States.</li></ul>

BioMarin Pharmaceutical Inc. reported a strong finish to 2025, with fourth-quarter performance supported by broad-based demand across its portfolio and full-year revenue growth that was led by continued expansion of Voxzogo and steady performance from enzyme therapies.Total revenue for 2025 rose 13% to $3.22 billion, helped by a 26% increase in Voxzogo revenue to $927 million and 9% growth in enzyme therapies.Management emphasized that the enzyme franchise is now a $2 billion-plus business with multi-year durability across an 80-country footprint, while Voxzogo revenue was heavily international, with roughly three quarters generated outside the United States.

BioMarin Pharma: The Under-Two Strategy and New Market Ramps Shaping Voxzogo’s Next Chapter!

<ul><li>BioMarin Pharmaceutical just made its boldest move in years—unveiling a $4.8 billion all-cash acquisition of Amicus Therapeutics.</li><li>The move, announced in December 2025, marks BioMarin’s second major buyout of the year and is set to close in Q2 2026.</li><li>The company will fund the transaction through $3.7 billion in nonconvertible debt and existing cash on hand.</li></ul>

BioMarin Pharmaceutical just made its boldest move in years—unveiling a $4.8 billion all-cash acquisition of Amicus Therapeutics.The move, announced in December 2025, marks BioMarin’s second major buyout of the year and is set to close in Q2 2026.The company will fund the transaction through $3.7 billion in nonconvertible debt and existing cash on hand.

BioMarin's Boldest Bet Yet: Inside the $4.8 Billion Amicus Takeover!

<ul><li>BioMarin Pharmaceutical Inc.'s latest earnings call reveals a complex mix of achievements and challenges, highlighting both substantial growth and notable strategic shifts.</li><li>Over the third quarter of 2025, BioMarin demonstrated robust financial performance, leading to an adjusted full-year revenue guidance.</li><li>The company reported an 11% increase in top-line revenue year-to-date, driven by the success of its global enzyme therapies and skeletal conditions business units, especially through the performance of VOXZOGO, its treatment for achondroplasia.</li></ul>

BioMarin Pharmaceutical Inc.'s latest earnings call reveals a complex mix of achievements and challenges, highlighting both substantial growth and notable strategic shifts.Over the third quarter of 2025, BioMarin demonstrated robust financial performance, leading to an adjusted full-year revenue guidance.The company reported an 11% increase in top-line revenue year-to-date, driven by the success of its global enzyme therapies and skeletal conditions business units, especially through the performance of VOXZOGO, its treatment for achondroplasia.

BioMarin Pharmaceutical Unleashes VOXZOGO Expansion—Is a Market Breakout Coming?

United States

BioMarin Pharmaceutical Inc. develops and commercializes therapeutic enzyme products.  The Company has applied its proprietary enzyme technology to develop products for lysosomal storage diseases and for the treatment of serious burns. BioMarin's subsidiary provides analytical and diagnostic products and services in the area of carbohydrate biology.

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Biomarin Pharmaceutical (BMRN US)

BioMarin’s Rare Disease Playbook—Inside Its Big Bet on VOXZOGO, Galafold & BMN 333!

BioMarin Pharmaceutical reported first quarter 2026 results highlighting progress across its diversified portfolio and the completion of the...

Baptista Research

BioMarin’s VOXZOGO Expansion Could Unlock A Powerful New Growth Wave In Rare Bone Disorders!

BioMarin Pharmaceutical Inc. reported its first quarter 2026 results highlighting a significant corporate milestone with the recent acquisition of...

Baptista Research

BioMarin Pharma: The Under-Two Strategy and New Market Ramps Shaping Voxzogo’s Next Chapter!

BioMarin Pharmaceutical Inc. reported a strong finish to 2025, with fourth-quarter performance supported by broad-based demand across its...

Baptista Research

BioMarin's Boldest Bet Yet: Inside the $4.8 Billion Amicus Takeover!

BioMarin Pharmaceutical just made its boldest move in years—unveiling a $4.8 billion all-cash acquisition of Amicus Therapeutics. The move,...

Baptista Research

BioMarin Pharmaceutical Unleashes VOXZOGO Expansion—Is a Market Breakout Coming?

BioMarin Pharmaceutical Inc.'s latest earnings call reveals a complex mix of achievements and challenges, highlighting both substantial growth and...

Baptista Research

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