-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
We retain our target at $75, based on our NPV analysis. We lower our 2026 EPS estimate from $5.17 to $4.96. We raise our 2027 EPS view from $5.86 to $6.69. BMRN reported a solid Q1 2026, highlighted by the recent closing of the acquisition of Amicus Therapeutics, which is set to accelerate revenue growth to a forecasted 20% Y/Y for 2026. The deal adds two high potential commercial products, Galafold for Fabry disease and Pombiliti + Opfolda for Pompe disease, to BMRN's portfolio, supporting revenue diversification, in our view. BMRN's total revenues rose to $766M in Q1 (+3% Y/Y), slightly above expectations, supported by healthy patient demand for the enzyme therapies and Voxzogo. Yet, non-GAAP EPS of $0.76 missed expectations primarily due to increased operating expenses. Looking ahead, the integration of Amicus, advancing the pipeline with key data readouts expected in Q2, and driving continued commercial success of the portfolio will be key for BMRN.