Every material Form 8-K BioMarin Pharmaceutical filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
BioMarin Pharmaceutical reported third-quarter 2026 total revenues of $1.025 billion, a 32% increase year-over-year, driven by contributions from acquired products including GALAFOLD and POMBILITI plus OPFOLDA. However, the company reported a GAAP net loss of $123 million due to acquisition-related expenses and IPR&D charges, and lowered its full-year 2026 Non-GAAP Diluted EPS guidance to a range of $2.80 to $3.10.
Third-quarter 2026 total revenues rose 32% year-over-year to $1.025 billion.
GAAP net loss widened to $123 million for the third quarter ended September 30, 2026, compared to a net loss of $31 million a year earlier.
Full-year 2026 Non-GAAP Diluted EPS guidance was revised to between $2.80 and $3.10, down from prior expectations.
The FDA set a PDUFA target action date of May 30, 2027, for VOXZOGO in hypochondroplasia.
BioMarin said its third-quarter 2026 results will include about $283 million of acquired in-process R&D expense tied to its Alesta Therapeutics acquisition, completed August 31, 2026. The company estimates the charges reduce both GAAP and non-GAAP diluted EPS by about $1.50 for the quarter and about $1.55 for the full year, and it will update full-year 2026 guidance with its third-quarter results.
Q3 2026 pre-tax IPR&D charge of approximately $283 million, an unfavorable EPS impact of about $1.50
Full-year 2026 pre-tax charges of approximately $320 million, an unfavorable EPS impact of about $1.55
Prior full-year 2026 guidance, announced August 6, 2026, did not reflect the Alesta acquisition
Quarter results are not finalized and figures are preliminary and unaudited
BioMarin entered into a Settlement and License Agreement with Ascendis Pharma on September 24, 2026, replacing an August 2026 binding term sheet. Ascendis receives a non-exclusive license to BioMarin patents covering TransCon CNP (navepegritide, Yuviwel), and BioMarin receives royalties on net sales until May 2030. The filing says the parties will dismiss all pending litigation between them over the patents, and it does not disclose dollar amounts.
Agreement dated September 24, 2026, deemed effective August 28, 2026, and supersedes the term sheet reported on August 31, 2026
Royalty of 20% of annual net sales in the United States and 18% in the EU, Brazil and South Korea, until May 2030
Pending litigation between the parties relating to the BioMarin patent rights to be dismissed with prejudice
Ascendis agreed not to challenge BioMarin's patent rights; no dollar figures disclosed
BioMarin's board increased its size from ten to eleven members and appointed Robert Plenge, M.D., Ph.D., as an independent non-employee director effective September 10, 2026. Dr. Plenge also joins the board's Science and Technology Committee, and his director pay includes a restricted stock unit grant valued at $400,000.
Board expanded from ten to eleven members; Dr. Plenge appointed effective September 10, 2026
Dr. Plenge joins the Science and Technology Committee
Restricted stock unit grant valued at $400,000, vesting on the date immediately before the next annual meeting
Company intends to sign a standard indemnification agreement with Dr. Plenge
BioMarin entered a binding term sheet with Ascendis Pharma on August 30, 2026, to settle all pending proceedings over its patent rights covering the C-type natriuretic peptide TransCon CNP (navepegritide, Yuviwel). Ascendis will pay BioMarin royalties on Licensed Product sales, and the parties will dismiss all related litigation with prejudice, including the ITC Section 337 investigation. The filing gives no financial value for the settlement or the royalties beyond the rates, so the effect on BioMarin's results cannot be measured from this filing.
Royalty of 20% of annual net sales in the United States and 18% in the European Union, Brazil and South Korea, running until May 2030
BioMarin grants Ascendis a non-exclusive, worldwide, royalty-bearing license to its patents for all current and potential indications, including achondroplasia and hypochondroplasia
Term sheet is binding as of August 30, 2026; parties must sign the full Agreement by September 24, 2026, or the term sheet terms continue to bind
BioMarin agreed on August 17, 2026 to acquire Alesta Therapeutics, a Dutch clinical-stage biotech, for a $275 million upfront cash payment plus up to $215 million in future payments tied to development milestones. Alesta will first spin out its non-ALE1 assets, and BioMarin expects to fund the deal with cash on hand and to update its full-year 2026 guidance after closing; the company says the deal is expected to be modestly dilutive to 2026 results excluding the upfront payment.
Upfront cash payment of $275 million, subject to a customary post-closing price adjustment, plus up to $215 million in milestone-based payments
Lead asset ALE1 is an oral small molecule in a Phase 1/2a trial for hypophosphatasia, a rare genetic bone disease
Closing expected in the third quarter of 2026, subject to closing conditions; BioMarin plans to fund the deal with cash on hand
Filing states the deal is expected to be modestly dilutive to 2026 results, excluding the upfront consideration
BioMarin reported second-quarter 2026 total revenue of $990 million, up 20% from $825 million a year earlier, driven largely by the Amicus products acquired April 27, 2026. GAAP net income fell to $45 million from $241 million, mainly reflecting acquisition-related costs, intangible amortization and interest expense, and the company raised its full-year 2026 revenue and non-GAAP diluted EPS guidance.
Q2 2026 GAAP diluted EPS was $0.23 versus $1.23 a year earlier; non-GAAP diluted EPS was $1.20 versus $1.44.
Full-year 2026 total revenue guidance updated to $3,875 million to $3,925 million, from $3,825 million to $3,925 million previously.
Full-year 2026 non-GAAP diluted EPS guidance raised to $4.90 to $5.10, from $4.85 to $5.05; VOXZOGO revenue guidance raised to $1,000 million to $1,050 million.
Interest expense tied to the Amicus financing is estimated at approximately $200 million on an annualized basis.
At its June 2, 2026 annual meeting, BioMarin stockholders elected all ten director nominees, ratified KPMG LLP as the auditor for fiscal 2026, and gave a non-binding approval to executive pay. They also approved a 7,650,000-share increase to the 2017 Equity Incentive Plan, which took effect immediately and adds shares available for equity awards.
Ten directors elected; Ian T. Clark drew the most against votes at 19,160,530.
Equity plan amendment approved with 158,561,867 for and 5,480,380 against.
Advisory say-on-pay vote approved with 142,742,800 for and 21,287,767 against.
KPMG LLP ratified for the fiscal year ending December 31, 2026, with 170,867,335 for.
BioMarin reported first-quarter 2026 total revenues of $766 million, up from $745 million a year earlier, while GAAP net income fell 43% to $106 million. The company raised its full-year 2026 revenue guidance to $3.825 billion to $3.925 billion, mainly reflecting the Amicus acquisition, but lowered its Non-GAAP diluted EPS guidance to $4.85 to $5.05.
Q1 2026 GAAP net income was $106 million versus $186 million in Q1 2025; GAAP diluted EPS was $0.54 versus $0.95.
Q1 2026 Non-GAAP diluted EPS was $0.76 versus $1.13 in the prior-year quarter.
Full-year 2026 total revenues guidance raised to $3.825 billion to $3.925 billion from $3.325 billion to $3.425 billion; Non-GAAP diluted EPS guidance lowered to $4.85 to $5.05 from $4.95 to $5.15.
A $31 million charge tied to an unsuccessful NAGLAZYME manufacturing process qualification campaign was recorded in cost of sales.
BioMarin completed its all-cash acquisition of Amicus Therapeutics on April 27, 2026, at $14.50 per share, for a total equity value of approximately $4.8 billion. The company funded the deal with $2.0 billion and $800 million term loans under a new credit agreement, plus proceeds from previously issued 5.500% senior notes due 2034 and cash on hand, and it expects to provide updated FY 2026 guidance on May 4, 2026.
Amicus shareholders receive $14.50 per share in cash, and Amicus equity awards were cashed out or cancelled at the same price.
New credit agreement with Citibank, N.A. as administrative agent includes a $2.0 billion Term Loan B, an $800.0 million Term Loan A and a $600.0 million revolver, with the revolver undrawn at closing.
Term Loan B matures on the seventh anniversary of closing; Term Loan A and the revolver mature on the fifth anniversary.
BioMarin expects to provide updated FY 2026 guidance during its first quarter earnings call on May 4, 2026.
BioMarin reported fourth-quarter 2025 revenue of $875 million, up 17% from a year earlier, but swung to a GAAP net loss of $47 million after about $240 million in charges tied to its decision to withdraw ROCTAVIAN from the market. The company guided 2026 total revenue to $3.325 billion to $3.425 billion and non-GAAP diluted EPS to $4.95 to $5.15, excluding the pending Amicus Therapeutics acquisition, which is expected to close in the second quarter of 2026.
Q4 2025 total revenue was $875 million, up 17%; VOXZOGO revenue rose 31% to $273 million.
Q4 2025 GAAP net loss was $47 million, or $(0.24) per diluted share, compared with net income of $125 million in Q4 2024.
2026 guidance: total revenue of $3.325 billion to $3.425 billion and non-GAAP diluted EPS of $4.95 to $5.15, versus $3.15 for 2025.
Full-year 2025 GAAP diluted EPS was $1.80, down from $2.21 in 2024; guidance excludes any contribution from Amicus, expected to close in Q2 2026.
BioMarin closed an $850 million private offering of 5.500% senior notes on February 12, 2026. The proceeds are held in escrow to help fund its pending acquisition of Amicus Therapeutics, alongside new term loans and a revolving credit facility.
$850 million of 5.500% senior unsecured notes due 2034 issued at 100.000% of face value
Proceeds held in escrow; notes must be redeemed at issue price plus accrued interest if the Amicus acquisition is not completed by December 19, 2026
Acquisition financing also includes a $2 billion term loan B, an $800 million term loan A and a $600 million revolving credit facility
BioMarin estimated unaudited 2025 total revenues of about $3.2 billion and cash, equivalents and investments of about $2.1 billion as of December 31, 2025, ahead of full results due in February 2026. It also announced plans for an $850 million senior unsecured notes offering and a new $2 billion senior secured term loan B, which it says will help fund its pending acquisition of Amicus Therapeutics, adding substantial new debt for shareholders to weigh.
Preliminary 2025 total revenues of about $3.2 billion, including about $920 million from VOXZOGO sales (unaudited)
Cash, cash equivalents and investments of about $2.1 billion as of December 31, 2025 (unaudited)
Planned $850 million senior unsecured notes due 2034 in a private placement; gross proceeds to be held in escrow pending the Amicus acquisition
Amicus holders to receive $14.50 per share in cash; aggregate transaction value of about $5,235.0 million; notes must be redeemed if the deal is not completed by December 19, 2026
BioMarin said at the J.P. Morgan Healthcare Conference that preliminary 2025 total revenue was about $3.2 billion, within its prior guidance, and that VOXZOGO sales were about $920 million. The company also expects a fourth-quarter 2025 Roctavian asset write-down of $230 million to $260 million, which reduces non-GAAP diluted EPS by $0.60 to $0.64 per share, while its non-GAAP EPS guidance excluding the write-down is unchanged.
Preliminary 2025 total revenue of about $3.2 billion, against prior guidance of $3.15 billion to $3.2 billion
VOXZOGO 2025 revenue of about $920 million, against prior guidance of $900 million to $935 million
Roctavian write-down of $230 million to $260 million in Q4 2025, with $120 million to $125 million reducing non-GAAP diluted EPS by $0.60 to $0.64 per share
Full fourth-quarter and 2025 results expected in February 2026; figures are unaudited and preliminary
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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