demand / volume
“For example, we lost potential VOXZOGO revenues in the past due to strong demand outpacing our projections and supply constraints.”
BMRN 10-Q
Confirmed
Biopharmaceuticals and Chemicals
4 names are moving together; 50% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| PRIM | Primoris Services Corporation | Industrials | +3.9% | Group member |
| BMRN | BioMarin Pharmaceutical Inc. | Healthcare | -0.9% | Most structurally connected |
| DD | DuPont de Nemours, Inc. | Basic Materials | +1.2% | Group member |
| SUPN | Supernus Pharmaceuticals, Inc. | Healthcare | -1.5% | Group member |
Why we believe this
Cohort
4 namesParticipation
50% this sessionObserved history
1 daily buildsFiling coverage
4/4 membersrestructuring
“As a result, due to the specificity of the design related to the system, the Company determined that the uncompleted system had a fair value of zero and recorded a pre-tax charge of $73 million in "Restructuring and asset related charges - net" in the Consolidated Statement of Operations for the year ended December 31, 2025.”
DD 10-K
credit / rates affecting interest expense
“Interest Expense for the periods presented was as follows: Three Months Ended March 31, 2026 2025 Change Interest expense $ 15.0 $ 2.9 $ 12.1 The increase in Interest Expense for the three months ended March 31, 2026 as compared to the three months ended March 31, 2025 was primarily due to issuance of 2034 Notes for $850.0 million aggregate principal in February 2026, and $5.3 million of bridge commitment fees recognized during the three months ended March 31, 2026.”
BMRN 10-Q
Biopharmaceuticals and Chemicals can stay leader-led if secondary names fail to join while BMRN keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.