The Right Play On BioMarin Pharmaceuticals

2026-02-01 06:17:13 ET

Shares of rare disease concern BioMarin Pharmaceuticals Inc. ( BMRN ) initially rallied nicely after announcing its intention to acquire model portfolio holding Amicus Therapeutics ( FOLD ) for $4.8 billion on December 19th. The acquisition delivers two rare disease commercial assets with blockbuster potential, providing a measure of insurance against competitive threats to its soon-to-be blockbuster med, Voxzogo. With many synergies, as well as geographic, label, and indication expansion opportunities for the two incoming therapies, this initially slightly dilutive but strategic acquisition merited a deeper dive. An analysis follows below....

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