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Mar 31

BioMarin Q1 2025 Earnings Report

BioMarin reported strong revenue and profit growth in Q1 2025, driven by VOXZOGO and Enzyme Therapies.

Key Takeaways

BioMarin delivered a solid Q1 2025 performance, with revenue up 15% and net income more than doubling year-over-year. VOXZOGO saw strong global demand, and the company benefited from operational efficiency following its 2024 strategic review.

Total Revenue
$745M
Previous year: $649M
+14.8%
EPS
$1.13
Previous year: $0.71
+59.2%
GAAP Operating Margin
30%
Previous year: 13.6%
+120.6%
Non-GAAP Operating Margin
35.7%
Previous year: 23.8%
+50.0%
Non-GAAP Income
$221M
Previous year: $140M
+57.9%
Cash and Equivalents
$1.05B
Previous year: $747M
+40.4%
Free Cash Flow
$174M
Previous year: $20.9M
+735.7%
Total Assets
$7.15B
Previous year: $6.87B
+4.0%

BioMarin

BioMarin

BioMarin Revenue by Segment

Forward Guidance

BioMarin reaffirmed its full-year 2025 guidance, expecting revenue between $3.1B and $3.2B and continued growth in profitability.

Positive Outlook

  • VOXZOGO full-year revenue expected between $900M and $950M
  • Continued global expansion and adoption of VOXZOGO
  • Strong PALYNZIQ performance supports Enzyme Therapies growth
  • Ongoing cost efficiency from 2024 transformation program
  • Advancements in pipeline including VOXZOGO, BMN 351, and BMN 333

Challenges Ahead

  • Uneven international ordering patterns may affect VOXZOGO revenue timing
  • KUVAN revenues continue to decline due to generic competition
  • Higher tax provisions due to increased taxable income
  • U.S. VOXZOGO growth expected more in H2 2025
  • Limited near-term contribution from new products like ROCTAVIAN