BMRN Earnings Review
BioMarin’s Q3 revenue rose 32% to $1.02 billion after the Amicus acquisition, while lower 2026 guidance and $2.8 billion of net debt weighed on earnings.
Monday, November 2, 2026
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From X
A Capital on X
Correct. $BN https://t.co/3Fa4m1qPxg
Negligible Capital on X
*SITUATIONAL AWARENESS ACTIVE IN OPTIONS MARKET: CNBC'S FABER CNBC reporting the Leopold is back and active in the options market, buying call options "of some significance" in $AMD, $BE, $SNDK, and others
A Capital on X
$RUM is a perception <> reality trade… A right wing version of YouTube or a sleeper AI/HPC pivot? 🤷♂️ https://t.co/uBcXByq8OS
Odd Diligence on X
$OKLO nicely timed insider sales by the dynamic husband + wife ceo/coo duo, the week prior to $1b offering announcement @jakedewitte @caorilne https://t.co/r0d0TREUOJ
Farmer on X
@evantindell $ROIV chart is a good example of buybacks doing nothing, until they do. https://t.co/oD6s9AK5No
David Orr on X
Does anyone know a way for an $IBKR account to sell the Oracle default swaps, and have those still been going up a ton? IE: I want to get paid if Oracle does not in fact go bust.
David Orr on X
@tomicki I can't even see what possibly resolves this for many, many years. Could see the big three $MSFT $GOOG $AMZN hit insane market caps.
Raging Capital Ventures on X
Very well stated, short $PANW https://t.co/QcEgBbM9Mg
Investor Letters
All letters- Protean Funds October 2026 AAK $4.7BLFABF $13B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 CRWD $248BMETA $1.6T
- Palm Harbour Capital third quarter 2026 BOIVF $12BCEVMF $5.3B
- Artisan Partners Q3 2026 HDLMY $35BIQV $43B
- Sound Shore Management third quarter of 2026 BP $120BLUV $21B
- Curreen Capital July–September 2026 AAP $2.9BCUUCF $4.8B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.6BAMZN $2.9T
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.2B
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