BMRNBIOMARIN PHARMACEUTICAL INC

CUSIP: 09061GAK7

Guru Owners

$40.5M

Total Value Held

42.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Howard Marks	Oaktree Capital Management	42118000	$40.5M	0.58%	$0.96	Q4 2025

Howard Marks

$40.5M

0.58%

📊 Fundamentals

Market Cap$11.8B

P/E Ratio34.0x

Above market avg

Forward P/E9.1x

P/FCF29.2x

EPS (TTM)$1.80

Revenue (TTM)$3.2B

Profit Margin10.83%

Beta0.26

52-Week Range

$50.76

$73.18

Current: $61.12

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 34.0x trailing earnings → 9.1x forward · 10.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $40.5M

INCREASEDHoward Marks$40.5M

Q3 '251 owners · $18.7M

INCREASEDHoward Marks$18.7M

Q2 '251 owners · $1.4M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

17%analyst est. 16.9%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

12.5%current: 12.5%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data