Insmed (NASDAQ:INSM) Azioni

Insmed

Insmed Inc is a biopharmaceutical company transforming the lives of patients with serious and rare diseases. The company's first commercial product is ARIKAYCE (amikacin liposome inhalation suspension), approved in the US for the treatment of Mycobacterium Avium Complex (MAC) lung disease as part of a combination antibacterial drug regimen for adult patients with limited or no alternative treatment options. It is also developing Brensocatib, an oral reversible dipeptidyl peptidase 1 inhibitor for bronchiectasis and other neutrophil-mediated diseases, and Treprostinil Palmitil Inhalation Powder, an inhaled treprostinil prodrug for pulmonary hypertension linked to interstitial lung disease and pulmonary arterial hypertension.

Insmed Inc

Insmed (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>) has outperformed the market over the past 10 years by 3.48% on an annualized basis producing an average annual return of 14.26%. Currently, Insmed has a market capitalization of $14.37 billion. 
Buying $1000 In INSM: If an investor had bought $1000 of INSM stock 10 years ago, it would be worth $3,741.11 today based on a price of $79.38 for INSM at the time of writing.
<h3>Insmed's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742913010_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

News

Trading Ideas

INSM

$1000 Invested In Insmed 10 Years Ago Would Be Worth This Much Today

B of A Securities analyst Jason Zemansky maintains Insmed (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>) with a Buy and raises the price target from $92 to $96.

Price Target

Analyst Ratings

B of A Securities Maintains Buy on Insmed, Raises Price Target to $96

13 analysts have shared their evaluations of Insmed (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">8</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">6</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $98.62, a high estimate of $110.00, and a low estimate of $90.00. Witnessing a positive shift, the current average has risen by 5.28% from the previous average price target of $93.67.
<img src="https://www.benzinga.com/files/images/story/2025/1742418025_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Insmed. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Leonid Timashev</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$100.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Trung Huynh</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$110.00</td>
<td>$105.00</td>
</tr>
<tr>
<td>Leonid Timashev</td>
<td>RBC Capital</td>
<td>Announces</td>
<td>Outperform</td>
<td>$100.00</td>
<td>-</td>
</tr>
<tr>
<td>Vamil Divan</td>
<td>Guggenheim</td>
<td>Maintains</td>
<td>Buy</td>
<td>$101.00</td>
<td>$101.00</td>
</tr>
<tr>
<td>Andrew Fein</td>
<td>HC Wainwright &amp; Co.</td>
<td>Announces</td>
<td>Buy</td>
<td>$90.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Nicole Germino</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$108.00</td>
<td>$105.00</td>
</tr>
<tr>
<td>Stephen Willey</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Buy</td>
<td>$96.00</td>
<td>$97.00</td>
</tr>
<tr>
<td>Andrew Fein</td>
<td>HC Wainwright &amp; Co.</td>
<td>Maintains</td>
<td>Buy</td>
<td>$90.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Tiago Fauth</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$107.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>Stephen Willey</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$97.00</td>
<td>$88.00</td>
</tr>
<tr>
<td>Jessica Fye</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$92.00</td>
<td>$83.00</td>
</tr>
<tr>
<td>Vamil Divan</td>
<td>Guggenheim</td>
<td>Raises</td>
<td>Buy</td>
<td>$101.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Matthew Harrison</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$90.00</td>
<td>$85.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Insmed. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Insmed compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Insmed's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Insmed's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/INSM/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Insmed analyst ratings.</a>
<h2>Discovering Insmed: A Closer Look</h2>
Insmed Inc is a biopharmaceutical company transforming the lives of patients with serious and rare diseases. The company's first commercial product is ARIKAYCE (amikacin liposome inhalation suspension), approved in the US for the treatment of Mycobacterium Avium Complex (MAC) lung disease as part of a combination antibacterial drug regimen for adult patients with limited or no alternative treatment options. It is also developing Brensocatib, an oral reversible dipeptidyl peptidase 1 inhibitor for bronchiectasis and other neutrophil-mediated diseases, and Treprostinil Palmitil Inhalation Powder, an inhaled treprostinil prodrug for pulmonary hypertension linked to interstitial lung disease and pulmonary arterial hypertension.
<h3>Breaking Down Insmed's Financial Performance</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Revenue Growth: Insmed's revenue growth over a period of 3 months has been noteworthy. As of 31 December, 2024, the company achieved a revenue growth rate of approximately 24.79%. This indicates a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Health Care sector.
Net Margin: Insmed's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of -225.53%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Insmed's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of -61.28%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): Insmed's ROA falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of -11.55%, the company may face hurdles in generating optimal returns from its assets.
Debt Management: Insmed's debt-to-equity ratio stands notably higher than the industry average, reaching 4.03. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<h2>The Basics of Analyst Ratings</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Expert Outlook: Insmed Through The Eyes Of 13 Analysts

RBC Capital analyst Leonid Timashev reiterates Insmed (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>) with a Outperform and maintains $100 price target.

Reiteration

RBC Capital Reiterates Outperform on Insmed, Maintains $100 Price Target

UBS analyst Trung Huynh maintains Insmed (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>) with a Buy and raises the price target from $105 to $110.

UBS Maintains Buy on Insmed, Raises Price Target to $110

Amid an especially volatile <a href="https://www.benzinga.com/news/global/25/03/44176918/trump-delays-mexico-tariffs-for-a-month-economic-uncertainty-persits">start to 2025</a>, small-cap stocks have struggled. Are they now a buy at depressed valuations?
Russell 2000: The Russell 2000, as reflected by the iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>), has dropped nearly 15% since December 2024. This constitutes a market correction.
The Trump Administration has embraced domestic and foreign policies that Former Treasury Secretary&nbsp;Larry Summers&nbsp;<a href="https://www.benzinga.com/markets/equities/25/02/43649860/larry-summers-and-peter-schiff-warn-of-rising-inflation-risks-as-markets-slash-fed-rate-cut-expectations-most-sensitive-moment">labels as inflationary</a>. Higher prices could lead to higher interest rates, which disproportionately affect smaller companies with floating-rate debt.
The Russell index <a href="https://research.ftserussell.com/Analytics/FactSheets/Home/DownloadSingleIssue?issueName=US2000USD&amp;isManual=True">contains</a> 2,000 companies with an average market cap of around $1 billion. Higher-weighted components are likely to have outperformed the rest of the index and are not necessarily representative of the entire Russell 2000. Still, they provide a glimpse into how investors are valuing small-cap companies.
Here&#8217;s how the top stocks in the IWM have performed since the ETF&#8217;s correction began in December 2024:
Sprouts Farmers Market, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SFM#NASDAQ">SFM</a>)
<ul>
<li>Dec. 2, 2024, Price: $150.92​</li>
<li>March 6, 2025, Price: $138.11​</li>
<li>Percentage Change: -8.49%</li>
</ul>
Insmed Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>)
<ul>
<li>Dec. 2, 2024, Price: $72.42​</li>
<li>March 6, 2025, Price: $75.02​</li>
<li>Percentage Change: +3.59%​</li>
</ul>
Vaxcyte, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCVX#NASDAQ">PCVX</a>)
<ul>
<li>Dec. 2, 2024, Price: $91.60​</li>
<li>March 6, 2025, Price: $74.81</li>
<li>Percentage Change: -18.33%​</li>
</ul>
SouthState Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SSB#NASDAQ">SSB</a>)
<ul>
<li>Dec. 2, 2024, Price: $109.35</li>
<li>March 6, 2025, Price: $92.37</li>
<li>Percentage Change: -15.53%​</li>
</ul>
FTAI Aviation Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTAI#NASDAQ">FTAI</a>)
<ul>
<li>Dec. 2, 2024, Price: $166.8​</li>
<li>March 6, 2025, Price: $108.2​8</li>
<li>Percentage Change: -35.08%​</li>
</ul>
Rocket Lab USA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>)
<ul>
<li>Dec. 2, 2024, Price: $24.16</li>
<li>March 6, 2025, Price: $18.66</li>
<li>Percentage Change: -22.76%​</li>
</ul>
Applied Industrial Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AIT#NYSE">AIT</a>)
<ul>
<li>Dec. 2, 2024, Price: $272.91</li>
<li>March 6, 2025, Price: $229.00</li>
<li>Percentage Change: -16.09%​</li>
</ul>
Credo Technology Group Holding Ltd (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>)
<ul>
<li>Dec. 2, 2024, Price: $47.80​</li>
<li>March 6, 2025, Price: $42.07</li>
<li>Percentage Change: -11.99%​</li>
</ul>
Ufp Industries Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UFPI#NASDAQ">UFPI</a>) and&nbsp;Fluor Corp.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FLR#NYSE">FLR</a>) are also among the ETF&#8217;s top holdings.
Benzinga Edge evaluates stocks on a valuation, momentum and growth basis.
UFP, a holding company based in Grand Rapids, Michigan, performs well under the value criterion, scoring 78.64 out of 100. However, the stock does not have momentum, scoring 32.82. It is also not the fastest-growing company, grading 33.35. The stock is down 20.5% since Dec. 2, 2024.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/UFPI"><img loading="lazy" decoding="async" width="1024" height="229" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/06150724/Screenshot-2025-03-06-at-3.07.19-PM-1024x229.png" alt="" class="wp-image-812940" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/06150724/Screenshot-2025-03-06-at-3.07.19-PM-1024x229.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/06150724/Screenshot-2025-03-06-at-3.07.19-PM-300x67.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/06150724/Screenshot-2025-03-06-at-3.07.19-PM-768x172.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/06150724/Screenshot-2025-03-06-at-3.07.19-PM.png 1314w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Fluor, an engineering and construction firm, rates high according to its intrinsic value, scoring at 93.6. Still, recent price action indicates its growth and momentum prospects are not high, scoring 15.32 and 29.26, respectively. The stock is down 33.6% since Dec. 2, 2024.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/FLR"><img loading="lazy" decoding="async" width="1024" height="232" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/06150443/Screenshot-2025-03-06-at-3.04.39-PM-1024x232.png" alt="" class="wp-image-812935" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/06150443/Screenshot-2025-03-06-at-3.04.39-PM-1024x232.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/06150443/Screenshot-2025-03-06-at-3.04.39-PM-300x68.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/06150443/Screenshot-2025-03-06-at-3.04.39-PM-768x174.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/06150443/Screenshot-2025-03-06-at-3.04.39-PM.png 1322w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
<ul>
<li>Unlock the rest of the BZ Edge Rankings and see how <a href="https://www.benzinga.com/quote/fn">another small-cap stock stacks up</a>.</li>
</ul>
S&amp;P 500 Comparison: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), which tracks 500 of the largest U.S. companies, has fared slightly better than the Russell 2000. The index is down around 2% since Dec. 2, 2024.
On an earnings basis, investors are trading the S&amp;P 500 at a much higher multiple than the Russell 2000. The S&amp;P as a whole is trading 21.63 times above earnings compared to the small-cap index&#8217;s 14.84 times. 
Also Read:
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<li><a href="https://www.benzinga.com/trading-ideas/movers/25/03/44174230/short-seller-targets-gorilla-technology-group-stock-investors-take-profits">Short Seller Targets Gorilla Technology Group Stock, Investors Take Profits</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Broad U.S. Equity ETFs

ETFs

CRDO

FTAI

PCVX

RKLB

UFPI

Are Small-Cap Stocks A Buy After Russell 2000 Correction?

Insmed (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>) has outperformed the market over the past 5 years by 11.87% on an annualized basis producing an average annual return of 26.74%. Currently, Insmed has a market capitalization of $14.05 billion. 
Buying $1000 In INSM: If an investor had bought $1000 of INSM stock 5 years ago, it would be worth $3,576.41 today based on a price of $77.60 for INSM at the time of writing.
<h3>Insmed's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741185008_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Insmed Stock In The Last 5 Years

First Trust introduced the First Trust Small Cap Buy Write Income ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTKI#NYSE">FTKI</a>). This <a href="https://www.benzinga.com/etfs">actively managed fund</a> aims to provide investors with a steady income stream while navigating the volatility of small-cap stocks.
FTKI employs a buy-write strategy, combining stock ownership with the sale of call options on the Russell 2000 Index. This strategy helps generate income while capping potential upside gains. The fund's structure caters to investors looking for both small-cap exposure and an additional income source.
Among the fund's initial holdings are FTAI Aviation Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTAIM#NASDAQ">FTAIM</a>), Insmed Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>), and Argan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NGX#NYSE">NGX</a>) with nearly equal weightings. These stocks reflect the fund's focus on diverse small-cap opportunities. Industrials, Financials, and Health Care currently hold the top sectoral allocations in the fund, at 20.42%, 18.09%, and 13.39% of the total assets under management, respectively.
Also Read: <a href="https://www.benzinga.com/trading-ideas/25/02/43975122/matrix-asset-advisors-unveils-new-active-etf-for-value-driven-investors">Matrix Asset Advisors Unveils New Active ETF For Value-Driven Investors</a>
The expense ratio carried by this ETF is 0.85%.
With this launch, First Trust&#8217;s ETF lineup includes 169 U.S.-listed funds managing a total of $160 billion in assets. As investors continue seeking innovative ways to balance growth and income, FTKI presents an intriguing option in the evolving ETF landscape.
&#8220;Income-oriented investors have traditionally shied away from small-cap stocks due to their lower dividend yields,&#8221; said Ryan Issakainen, senior vice-president and ETF Strategist at First Trust. &#8220;FTKI offers a way to gain access to this segment while potentially generating a relatively high level of income.&#8221;
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Photo: Shutterstock

New ETFs

FTAIM

First Trust Exchange-Traded Fund VI First Trust Small Cap BuyWrite Income ETF

FTKI

Nuveen Insured Massachusetts Tax-Free Advantage Municipal Fund

First Trust's New Small-Cap ETF Aims To Combine Growth With Income

RBC Capital Markets has initiated coverage on Insmed Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>), citing brensocatib&#8217;s launch momentum.
In February, the FDA accepted the company&#8217;s New Drug Application (NDA) for brensocatib for patients with bronchiectasis and granted the application Priority Review with a Prescription Drug User Fee Act target action date of&nbsp;<a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/n43843781/insmed-reports-fourth-quarter-and-full-year-2024-financial-results-and-provides-business-update" rel="noreferrer noopener">August 12, 2025</a>.
If approved, Insmed expects brensocatib to launch in the U.S. in the third quarter.
The FDA also informed the company that it does not currently plan to hold an advisory committee meeting to <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/n43910133/insmed-announces-that-fda-does-not-currently-plan-to-hold-advisory-committee-meeting-to-discuss-ne" rel="noreferrer noopener">discuss the New Drug Application</a>.
RBC Capital analyst Leonid Timashev says brensocatib has potential for a $6.5 billion opportunity in bronchiectasis and a rapid launch, &#8220;making Insmed an attractive midcap biotech.&#8221;
RBC has initiated with an Outperform rating with a <a target="_blank" href="https://www.benzinga.com/quote/INSM/analyst-ratings" rel="noreferrer noopener">price forecast of $100</a>.
The RBC analyst expects a high likelihood of approval for the bronchiectasis treatment with a favorable label, paving the way for a strong launch. Feedback from key opinion leaders (KOLs) and the company&#8217;s prelaunch efforts and education suggests a strong willingness to prescribe. Around 50% or more of eligible patients could receive brensocatib after its mid-2025 launch.
While insurance coverage and reaching moderate patients may pose early challenges, frequent patient visits, positive initial experiences, and being the only approved treatment should drive adoption and coverage. Past respiratory drug launches (asthma, COPD) have performed well.
RBC says Arikayce, an antibiotic, continues to generate steady revenue and has strong potential for a major label expansion if the Phase 3 ENCORE study delivers positive results in 2026. Leonid Timashev estimates peak sales could reach $1 billion, valuing Arikayce at up to $25 per share.
Last week, Insmed reported a fourth-quarter loss of $1.32 per share, missing the consensus loss of $1.17. Sales reached $104.4 million, beating the <a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">consensus of $101.79 million</a>.
Insmed anticipates full-year 2025 global Arikayce revenue of $405 million-$425 million, up 11%-17% year over year.
Price Action: INSM stock closed down by 3.17% to $77.49 at the last check Tuesday.
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Analyst Color

Biotech

Health Care

Initiation

Movers

General

Lung Disease-Focused Insmed 'Is An Attractive Midcap Biotech,' Analyst Says

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Jefferies analyst Roger Song initiated coverage on Wave Life Sciences Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WVE#NASDAQ">WVE</a>) with a Buy rating and announced a price target of $26. WAVE Life Sciences shares closed at $10.48 on Monday. <a href="https://www.benzinga.com/quote/WVE/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>TD Securities analyst Andrew Charles initiated coverage on Kura Sushi USA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KRUS#NASDAQ">KRUS</a>) with a Hold rating and announced a price target of $72. Kura Sushi USA shares closed at $64.71 on Monday. <a href="https://www.benzinga.com/quote/KRUS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Leerink Partners analyst Joseph Schwartz initiated coverage on Maze Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAZE#NASDAQ">MAZE</a>) with an Outperform rating and announced a price target of $28. Maze Therapeutics shares closed at $10.82 on Monday. <a href="https://www.benzinga.com/quote/MAZE/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>RBC Capital analyst Leonid Timashev initiated coverage on Insmed Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>) with an Outperform rating and announced a price target of $100. Insmed shares closed at $80.03 on Monday. <a href="https://www.benzinga.com/quote/INSM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Keybanc analyst Tim Rezvan initiated coverage on Infinity Natural Resources, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INR#NYSE">INR</a>) with an Overweight rating and announced a price target of $26. Infinity shares closed at $19.13 on Monday. <a href="https://www.benzinga.com/quote/INR/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying INSM stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="583" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/25132813/image-204-1024x583.png" alt="" class="wp-image-798137" style="width:585px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/25132813/image-204-1024x583.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/25132813/image-204-300x171.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/25132813/image-204-768x437.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/25132813/image-204.png 1142w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Markets

Morgan Stanley Market Vectors Rupee/USD ETN

KRUS

MAZE

This Insmed Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Tuesday

RBC Capital analyst Leonid Timashev initiates coverage on Insmed (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>) with a Outperform rating and announces Price Target of $100.

RBC Capital Initiates Coverage On Insmed with Outperform Rating, Announces Price Target of $100

Guggenheim analyst Vamil Divan reiterates Insmed (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>) with a Buy and maintains $101 price target.

Guggenheim Reiterates Buy on Insmed, Maintains $101 Price Target

Insmed Announces FDA No Advisory Meeting For Brensocatib NDA In Non-Cystic Fibrosis Bronchiectasis

HC Wainwright &amp; Co. analyst Andrew Fein reiterates Insmed (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>) with a Buy and maintains $90 price target.

HC Wainwright & Co. Reiterates Buy on Insmed, Maintains $90 Price Target

Truist Securities analyst Nicole Germino maintains Insmed (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>) with a Buy and raises the price target from $105 to $108.

Truist Securities Maintains Buy on Insmed, Raises Price Target to $108

Stifel analyst Stephen Willey maintains Insmed (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>) with a Buy and lowers the price target from $97 to $96.

Stifel Maintains Buy on Insmed, Lowers Price Target to $96

Cantor Fitzgerald analyst Jennifer Kim reiterates Insmed (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>) from Overweight to Overweight.

Cantor Fitzgerald Reiterates Overweight on Insmedto Overweight

Insmed shares are trading lower after the company reported Q4 financial results and missed its EPS estimate.

As of December 31, 2024, Insmed had cash, cash equivalents, and marketable securities totaling approximately $1.4 billion.
The Company plans to continue to invest in the following key activities in 2025:
<ul>
<li>Commercialization and expansion of ARIKAYCE globally.</li>
<li>Commercial launch of brensocatib in the U.S., if approved, with advancement of regulatory submissions in the EU, UK, and Japan.</li>
<li>Advancement of clinical trial programs for brensocatib, including the ongoing Phase 2b BiRCh study in patients with CRSsNP and the Phase 2b CEDAR study in patients with HS.</li>
<li>Advancement of the clinical trial program for ARIKAYCE, which is intended to satisfy the post-marketing requirement for full approval of its current indication and potentially support label expansion to include all patients with a MAC lung infection.</li>
<li>Advancement of the clinical development programs for TPIP, including the Phase 2b study in patients with PAH and the initiation of a Phase 3 study in patients with PH-ILD.</li>
<li>Advancement of the clinical trial program for INS1201 in DMD.</li>
<li>Continued development of its pre-clinical research programs</li>
</ul>

Earnings

Guidance

Insmed Continues To Anticipate Full-year 2025 Global Arikayce Revenues In The Range Of $405M-$425M, Representing Between 11% And 17% Year-over-year Growth Compared To 2024

Press Releases

Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4)

Insmed Provides Business Update at 43rd Annual J.P. Morgan Healthcare Conference

FDA Grants Priority Review to Insmed's Brensocatib for Treatment of Bronchiectasis with PDUFA Target Action Date Set for August 12, 2025

Insmed to Host Fourth-Quarter and Full-Year 2024 Financial Results Conference Call on Thursday, February 20, 2025

Insmed To Present at March 2025 Investor Conferences

Insmed Reports Fourth-Quarter and Full-Year 2024 Financial Results and Provides Business Update

Insmed Announces that FDA Does Not Currently Plan to Hold Advisory Committee Meeting to Discuss New Drug Application for Brensocatib in Patients with Bronchiectasis

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