BMRN

BioMarin Pharmaceutical is expected to report Q3 2026 earnings of $1.35 per share (up 1025% YoY) with revenues of $1.03 billion (up 32.7% YoY). The company has a positive Earnings ESP of +9.40% with a Zacks Rank #3 (Hold), suggesting it is likely to beat consensus estimates. BioMarin has beaten EPS estimates in 3 of the last 4 quarters, most recently delivering a +25% surprise.

BridgeBio Pharma announced FDA acceptance of its regulatory filing for infigratinib, an oral drug to treat achondroplasia in children, with priority review and a decision expected by February 4, 2027. The drug demonstrated 2.1 cm/year greater height growth than placebo in Phase III trials.

If approved, it would be the first oral therapy for achondroplasia, differentiating it from injectable competitors. BridgeBio also has two other near-term regulatory catalysts (BBP-418 and encaleret) that could diversify its revenue beyond its current marketed product Attruby.

The global Enzyme Replacement Therapy (ERT) market is projected to grow from USD 12.24 billion in 2025 to USD 27.90 billion by 2035, with a CAGR of 8.59%. Growth is driven by early identification of rare lysosomal storage disorders, increased newborn screening, orphan drug incentives, and expanding healthcare access.

North America leads with 38.76% market share, while Asia-Pacific shows the fastest growth at 9.43% CAGR. Imiglucerase dominates products, and Gaucher disease represents the largest therapeutic condition.