Investor ConcernsThe apparent slowing of growth in Voxzogo, which is viewed as a 'make or break' franchise for BioMarin, could disappoint investors.
Market CompetitionThe convenience of TransCon CNP, which is a weekly subcutaneous injection, could be a key competitive advantage as compared to Voxzogo which is a daily subcutaneous injection.
Revenue GrowthVoxzogo sales were generally in line with expectations but were not exceptional due to slower patient growth, adding only 300 patients this quarter compared to 400-500 in previous quarters.