Financial PerformanceManagement delivered a strong quarter, leading to 2024 guidance raise and reiteration of Voxzogo's $5B+ opportunity size.
Product PerformanceVoxzogo's first-mover advantage and broad applicability, combined with BioMarin's global marketing capabilities, limit competitor impact on its market opportunity.
Strategic GrowthThe 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.