BioMarin Pharmaceutical Inc. (BMRN)

[ghmm]

I thought this was one of the better conference calls. While I didn't completely like the answer to why raising so much cash now it was good to see JJ address it. Suprisingly he was asked about his stock sales and answered too (Cash management, will sell less then 4%, finish by September).

Things sounded very positive as far as Naglazyme and Kuvan launch/potential. The BH4 programs sounds like it has some new life though I suspect not much value will go into it as investors will now take a "show me" approach. The Sickle cell trial will likely enroll first patient soon (perhaps this week).