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Phoebe

Research Analyst at Jefferies

Phoebe's questions to BIOMARIN PHARMACEUTICAL (BMRN) leadership

Question · Q4 2025

Phoebe asked about the impact of the infigratinib data on BioMarin's 2027 revenue outlook for Voxzogo, and the importance of full approval for Voxzogo with final adult height data on patient preference.

Answer

Brian Mueller, Chief Financial Officer, stated there are no new updates on the 2027 outlook, and the infigratinib data aligns with previous assumptions for competitive scenarios. Greg Friberg, Chief R&D Officer, emphasized that full approval provides an opportunity to present the totality of Voxzogo's data, including 7-10 years of safety and efficacy, and broader health and wellness measures, which builds confidence for patients and regulators.

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