财务数据和关键指标变化 - 公司第三季度2024年总收入达到7.46亿美元，同比增长28% [5][19] - 非GAAP稀释每股收益（EPS）为0.91美元，较2023年同期几乎翻倍 [25] - GAAP稀释每股收益（EPS）为0.55美元，同比增长162% [25] - 经营现金流为2.21亿美元，同比增长63% [26] 各条业务线数据和关键指标变化 - VOXZOGO收入为1.9亿美元，同比增长54% [19][25] - 酶疗法组合收入为5.09亿美元，同比增长27% [20] - NAGLAZYME收入增长21%，PALANZIQ收入增长15% [21][22] 各个市场数据和关键指标变化 - VOXZOGO在美国和新市场的渗透率显著提高，推动了新患者的增加 [8][33] - 全球酶疗法组合在第三季度表现良好，预计未来将继续增长 [13][22] 公司战略和发展方向和行业竞争 - 公司实施新的企业战略，专注于创新、增长和价值承诺 [6][30] - 设立新的业务单元以提高效率和收入增长 [6] - 预计到2027年实现约40%的非GAAP经营利润率 [15] 管理层对经营环境和未来前景的评论 - 管理层对未来的市场前景持乐观态度，预计将继续实现强劲的商业表现 [22][30] - 公司重申了长期收入目标，预计到2027年总收入将达到约40亿美元 [15] 其他重要信息 - 公司在第三季度成功偿还4.95亿美元的可转换债务，未发行新债务 [27] - 预计2024年全年收入指导范围为27.9亿至28.25亿美元 [22][28] 问答环节所有的提问和回答 问题: VOXZOGO的增长情况 - VOXZOGO在第三年继续增长，主要新患者来自0至5岁年龄段 [53][54] 问题: BMN 333的开发策略 - BMN 333预计将在2025年进入临床试验，目标是提高药物的半衰期和生物利用度 [59][60] 问题: NAGLAZYME的增长原因 - NAGLAZYME在市场上表现良好，主要得益于患者的持续需求和公司新的市场策略 [120]

BioMarin Pharmaceutical (BMRN) reported $745.74 million in revenue for the quarter ended September 2024, representing a year-over-year increase of 28.3%. EPS of $0.91 for the same period compares to $0.46 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $706.95 million, representing a surprise of +5.49%. The company delivered an EPS surprise of +16.67%, with the consensus EPS estimate being $0.78. While investors scrutinize revenue and earnings changes year-over-year and how they ...

BioMarin Pharmaceutical (BMRN) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $0.46 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 16.67%. A quarter ago, it was expected that this rare disease biopharmaceutical would post earnings of $0.57 per share when it actually produced earnings of $0.96, delivering a surprise of 68.42%.Over the l ...

业绩总结 - BioMarin第三季度2024年总收入为7.46亿美元，同比增长28%[11] - BioMarin第三季度2024年非GAAP稀释每股收益为0.91美元，同比增长98%[11] - BioMarin第三季度2024年非GAAP运营利润率为27.7%，较去年同期提升11.5个百分点[11] - 2024年第三季度GAAP运营收入为114百万美元，占GAAP总收入的15.3%[18] - 2024年第三季度非GAAP运营收入为207百万美元，占GAAP总收入的27.7%[18] - 2024年第三季度GAAP稀释每股收益为0.55美元，2023年为0.21美元[19] - 2024年第三季度非GAAP稀释每股收益为0.91美元，2023年为0.46美元[19] - 2024年九个月的GAAP运营收入为323百万美元，占GAAP总收入的15.3%[18] 用户数据 - VOXZOGO在第三季度的收入增长54%，主要受益于各地区患者数量的增加[7] - 酶疗法在第三季度的收入增长27%，大多数产品实现了两位数的增长[7] 未来展望 - BioMarin将2024年总收入指导上调至27.9亿至28.25亿美元[14] - BioMarin预计2024年非GAAP运营利润率指导为26.5%至27.5%[14] - BioMarin预计2024年非GAAP稀释每股收益指导为3.25至3.35美元[14] - BioMarin预计到2027年实现约40%的非GAAP运营利润率[15] 市场扩张 - BioMarin计划到2027年在20多个国家扩大VOXZOGO的可及性[7] 费用和支出 - 2024年第三季度的股权激励费用为43百万美元，占GAAP总收入的5.7%[18] - 2024年第三季度的重组和裁员费用为45百万美元，占GAAP总收入的6.0%[18] - 2024年第三季度的无形资产摊销费用为5百万美元，占GAAP总收入的0.7%[18] 股本信息 - 2024年第三季度加权平均稀释流通股数为197.1百万股，2023年为191.2百万股[20] - 2024年第三季度的调整后非GAAP加权平均稀释流通股数为197.1百万股，2023年为199.6百万股[20]

财务状况 - 公司2021年第四季度营收为1.38亿美元，同比增长18%。[1] - 公司2021年全年营收为5.04亿美元，同比增长22%。[1] - 公司2021年第四季度毛利率为78.5%，同比提高1.5个百分点。[1] - 公司2021年全年毛利率为77.9%，同比提高1.1个百分点。[1] 业务发展 - 公司在2021年第四季度新增了超过1,000家付费客户，总付费客户数达到约15,000家。[1] - 公司在2021年全年新增了超过4,000家付费客户。[1] - 公司在2021年第四季度新增了超过100家大型企业客户，总大型企业客户数达到约1,000家。[1] - 公司在2021年全年新增了超过300家大型企业客户。[1] 产品创新 - 公司在2021年第四季度推出了新的产品功能和服务,进一步增强了产品的竞争力。[1] - 公司在2021年全年持续投入研发,不断推出新的产品和服务,满足客户需求。[1] 未来展望 - 公司预计2022年全年营收将达到6.15亿美元至6.25亿美元,同比增长22%至24%。[1] - 公司将继续专注于产品创新和客户拓展,保持业务高速增长。[1]

Third Quarter 2024 Total Revenues of $746 million (+28% Y/Y and +32% at Constant Currency Y/Y); Year-to-date 2024 Total Revenues of $2.11 billion (+19% Y/Y and +23% at Constant Currency Y/Y)During the Quarter, Strong Demand Drove 54% Y/Y Revenue Growth for VOXZOGO®During the Quarter, Revenues from Enzyme Therapies Portfolio Increased 27% Y/YThird Quarter 2024 GAAP Diluted Earnings Per Share (EPS) of $0.55 (+162% Y/Y); Year-to-date 2024 GAAP Diluted EPS of $1.56 (+103% Y/Y)Third Quarter 2024 Non-GAAP Diluted ...

The market expects BioMarin Pharmaceutical (BMRN) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 29, 2024, might help the stock move higher if these ...

SAN RAFAEL, Calif., Oct. 16, 2024 /PRNewswire/ -- BioMarin Pharmaceutical Inc. (NASDAQ: BMRN) today announced that Alexander Hardy, President and Chief Executive Officer of BioMarin, will host a conference call and webcast on Tuesday, October 29, 2024, at 4:30 p.m. ET to discuss third quarter 2024 financial results and provide a general business update. Contacts: Investors Media Traci McCarty Marni Kottle BioMarin Pharmaceutical Inc. BioMarin Pharmaceutical Inc. (415) 455-7558 (650) 374-2803 Dial-in Number ...

Everybody loves finding a bargain or getting a good deal, and it's no different when it comes to stocks. One of the most popular technical indicators for helping investors find these is the Relative Strength Index (RSI). Every stock has one. It works by considering a stock's recent performance over the past 14 trading days and spitting out a number ranging from 0 to 100. An RSI reading of more than 70 suggests extremely overbought conditions, while a reading below 30 suggests the opposite. The more extreme ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task. In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end. However, it's pretty easy to find cutting-edge growth stocks with the ...