Financial PerformanceBioMarin is seen as undervalued at current levels with a durable base business, leading to an Overweight rating being maintained.
Growth StrategyThe newly announced long-term strategy will aim to maximize commercial potential while improving operational efficiency, which should increase value for investors with shares being trading at five-year low.
Market PotentialThe significant untapped market for Voxzogo should support continued revenue growth, and its broad label allowing for early treatment initiation should help BioMarin to defend market dominance.