
Insmed (INSM) Stock Forecast & Price Target
Insmed (INSM) Analyst Ratings
Bulls say
Insmed Inc has demonstrated a strong financial outlook, with Brinsupri revenue in Q4 reaching $144.6 million, nearly doubling its previous best quarterly performance, which underscores the robust demand following its U.S. launch and EU approval. This sales momentum reflects a double-digit year-over-year growth trend maintained for seven consecutive years, positioning the company for continued market penetration in treating chronic diseases. Additionally, the positive feedback from healthcare professionals, combined with the potential for significant expansion of its market share, indicates that Insmed is on a trajectory toward achieving cash flow positivity without the need for further capital raising, alleviating concerns of potential dilution for investors.
Bears say
Insmed Inc's financial outlook is cast in a negative light primarily due to the recent failure of brensocatib in the Phase 2b BiRCh study for chronic rhinosinusitis without nasal polyps, which has significantly lowered expectations for upcoming clinical trials and revenue projections. Additionally, potential risks include an anticipated deceleration in Brinsupri's launch, a reset in out-of-pocket costs impacting prescription volumes, and execution hurdles in Phase 3 trials for other pipeline candidates, which could all hinder financial performance moving forward. Moreover, the company's ongoing cash burn of $165-170 million per quarter raises concerns about its sustainability and capacity to fund critical development initiatives without additional financing.
This aggregate rating is based on analysts' research of Insmed and is not a guaranteed prediction by Public.com or investment advice.
Insmed (INSM) Analyst Forecast & Price Prediction
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