Dec 30, 2025 • Insider Monkey
BULLISH
Is BioMarin Pharmaceutical Inc. (BMRN) the Ridiculously Cheap Stock to Buy Now?
BioMarin Pharmaceutical Inc. (NASDAQ: BMRN) is considered a "ridiculously cheap" stock with significant upside potential, according to analysts, primarily due to its proposed acquisition of Amicus Therapeutics. The acquisition is expected to be accretive and align with BioMarin's focus on rare diseases, with analysts forecasting peak sales of approximately $1 billion for each acquired drug. While promising, the article suggests that some AI stocks might offer even greater returns and lower downside risk.
Dec 30, 2025 • MarketBeat
NEUTRAL
Cwm LLC Has $8.90 Million Stock Holdings in BioMarin Pharmaceutical Inc. $BMRN
Cwm LLC significantly increased its stake in BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) by 86.9% in Q3, now holding 164,407 shares valued at $8.90 million. This increase occurred despite BioMarin missing its Q3 EPS and revenue estimates, and while analysts maintain a "Moderate Buy" rating with a consensus price target of $89.70.
Dec 29, 2025 • FinancialContent
BULLISH
Biopharma’s Year-End Rollercoaster: Mereo Plummets 90% as BioMarin Seals $4.8 Billion Amicus Deal
The biopharmaceutical sector closed out 2025 with extreme volatility, exemplified by Mereo BioPharma Group plc's 90% stock plummet after a drug failure and BioMarin Pharmaceutical Inc.'s $4.8 billion acquisition of Amicus Therapeutics. This day highlighted the high-stakes nature of clinical-stage investing, showcasing both dramatic failures and significant consolidation within the rare disease market. The events reflect a growing divide between companies with commercial assets and those vulnerable to late-stage trial risks.
Dec 26, 2025 • RTTNews
SOMEWHAT-BULLISH
Weekly Buzz: FDA OKs Roche's Lunsumio VELO; It's No For Tolbrutinib; BioMarin, SNY Open Wallets
In a holiday-shortened week, the biotech sector saw a mix of FDA approvals and rejections, significant acquisition deals, and key clinical trial readouts. Regulatory successes included FDA nods for Roche's Lunsumio VELO and Agios's AQVESME, while Sanofi's Tolbrutinib faced a setback. BioMarin and Sanofi expanded their portfolios through acquisitions, and several companies announced positive clinical trial results.
Dec 26, 2025 • MarketBeat
SOMEWHAT-BULLISH
Swedbank AB Buys 35,000 Shares of BioMarin Pharmaceutical Inc. $BMRN
Swedbank AB increased its stake in BioMarin Pharmaceutical Inc. by 8.1% in the third quarter of 2025, purchasing an additional 35,000 shares to hold a total of 466,943 shares valued at approximately $25.29 million. Other major institutional investors like AQR Capital Management and Viking Global Investors also increased their positions in the biotechnology company. Despite the increased institutional ownership, BioMarin missed its Q3 EPS estimates and received revised price targets from several analysts, though the consensus remains a "Moderate Buy."
Dec 23, 2025 • New Jersey Business Magazine
SOMEWHAT-BULLISH
BioMarin to Acquire Amicus Therapeutics for $4.8 Billion
BioMarin Pharmaceutical Inc. announced its definitive agreement to acquire Princeton-based Amicus Therapeutics for $4.8 billion in an all-cash transaction. The acquisition, approved by both companies' boards, is expected to close in Q2 2026, strengthening BioMarin's commercial portfolio with treatments for Fabry and Pompe diseases, and expanding its presence in rare kidney disease research. This merger is anticipated to accelerate BioMarin's revenue growth, diversify its commercial portfolio, and deliver significant shareholder value.