Alex Hammond's questions to BioMarin Pharmaceutical Inc (BMRN) leadership • Q4 2024
Question
An analyst on behalf of Alex Hammond asked about the expected dynamics of patient switching following potential competitor launches for VOXZOGO, and how these dynamics might differ by geography and patient age.
Answer
Chief Commercial Officer Cristin Hubbard stated that competition is factored into their models and believes VOXZOGO will have significant 'stickiness.' She cited the trust built from positive patient and physician experiences, a strong safety profile with over 6,000 patient-years of data, and high compliance rates (~95%) as high barriers to switching. She also highlighted BioMarin's entrenched global footprint as a key strategic advantage.