BioMarin Pharmaceutical Inc · Brief

Next report

1 day

Nov 2 · after closeest.Q3 FY26

Expected move

±7.0%implied · report alone

54.4362.59

straddle ±8.6%

spot 58.51exp Nov 20ATM strike 57.5ATM straddle 5.95IV 53%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26±8.2%▲+3.82%×0.47

quarterimplied−10%0+10%realized×

Q2 FY26±8.2%▲+3.82%×0.47

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 2 report · est.

Bull2 of 4

2customers disclosing BMRN as a supplierSEC filings

5tracked funds holding BMRNN-PORT · Jul 31 '26

Bear2

8 of 24of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

45managers whose positions together make up four fifths of the reported value13F · Jun 30 '26

AI captions · Sep 16 '26once per report · top 2 per case

BMRN report session

No linked exposure.

Oct 27impliedImplied move: ±6.8% into Nov 2 earnings (Oct 27 close).Source

Oct 21impliedImplied move: ±9.0% into Oct 26 earnings (Oct 21 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.