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Healthcare - Medical - Pharmaceuticals - NASDAQ - US
$ 68.09
-1.58 %
$ 12.3 B
Market Cap
-12.22
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one INSM stock under the worst case scenario is HIDDEN Compared to the current market price of 68.1 USD, Insmed Incorporated is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one INSM stock under the base case scenario is HIDDEN Compared to the current market price of 68.1 USD, Insmed Incorporated is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one INSM stock under the best case scenario is HIDDEN Compared to the current market price of 68.1 USD, Insmed Incorporated is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart INSM

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$84.0$84.0$82.0$82.0$80.0$80.0$78.0$78.0$76.0$76.0$74.0$74.0$72.0$72.0$70.0$70.0$68.0$68.0$66.0$66.0$64.0$64.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
364 M REVENUE
19.17%
-878 M OPERATING INCOME
-23.76%
-914 M NET INCOME
-21.91%
-684 M OPERATING CASH FLOW
-27.53%
-583 M INVESTING CASH FLOW
-160.81%
1.34 B FINANCING CASH FLOW
696.15%
104 M REVENUE
11.79%
-244 M OPERATING INCOME
-14.30%
-236 M NET INCOME
-6.81%
-196 M OPERATING CASH FLOW
-8.33%
132 M INVESTING CASH FLOW
113.13%
159 M FINANCING CASH FLOW
-59.89%
Balance Sheet Insmed Incorporated
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Current Assets 1.62 B
Cash & Short-Term Investments 1.43 B
Receivables 52 M
Other Current Assets 136 M
Non-Current Assets 404 M
Long-Term Investments 0
PP&E 116 M
Other Non-Current Assets 288 M
70.80 %6.71 %5.71 %14.22 %Total Assets$2.0b
Current Liabilities 298 M
Accounts Payable 73 M
Short-Term Debt 12.3 M
Other Current Liabilities 212 M
Non-Current Liabilities 1.44 B
Long-Term Debt 66.4 M
Other Non-Current Liabilities 1.38 B
4.20 %12.20 %3.81 %79.09 %Total Liabilities$1.7b
EFFICIENCY
Earnings Waterfall Insmed Incorporated
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Revenue 364 M
Cost Of Revenue 85.7 M
Gross Profit 278 M
Operating Expenses 1.16 B
Operating Income -878 M
Other Expenses 35.5 M
Net Income -914 M
400m400m200m200m00(200m)(200m)(400m)(400m)(600m)(600m)(800m)(800m)(1b)(1b)364m(86m)278m(1b)(878m)(36m)(914m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
76.43% GROSS MARGIN
76.43%
-241.47% OPERATING MARGIN
-241.47%
-251.24% NET MARGIN
-251.24%
-320.20% ROE
-320.20%
-45.12% ROA
-45.12%
-50.68% ROIC
-50.68%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Insmed Incorporated
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00(100m)(100m)(200m)(200m)(300m)(300m)(400m)(400m)(500m)(500m)(600m)(600m)(700m)(700m)(800m)(800m)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income -914 M
Depreciation & Amortization 11 M
Capital Expenditures -21.9 M
Stock-Based Compensation 96.8 M
Change in Working Capital 0
Others 122 M
Free Cash Flow -706 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Insmed Incorporated
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Wall Street analysts predict an average 1-year price target for INSM of $71 , with forecasts ranging from a low of $36 to a high of $110 .
INSM Lowest Price Target Wall Street Target
36 USD -47.13%
INSM Average Price Target Wall Street Target
71 USD 4.35%
INSM Highest Price Target Wall Street Target
110 USD 61.55%
Price
Max Price Target
Min Price Target
Average Price Target
11011010010090908080707060605050404030302020May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 16
6. Ownership
Insider Ownership Insmed Incorporated
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Sold
0-3 MONTHS
47.1 M USD 7
3-6 MONTHS
10.1 M USD 7
6-9 MONTHS
25.5 M USD 3
9-12 MONTHS
28.7 M USD 7
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Insmed to Present 11 Abstracts from Across Its Respiratory Portfolio at the American Thoracic Society 2025 International Conference —New  Analyses from the Phase 3 ASPEN Study Examining Efficacy and Safety of Brensocatib Across a Variety of Prespecified Subgroups— —Data from ASPEN Post-hoc  Analysis Evaluating Changes in Lung Function in Bronchiectasis Patients Who Did or Did Not Experience Pulmonary Exacerbations in the Trial— — Data on Health Status Improvements Over Time Following Culture Conversion in Patients with Mycobacterium Avium Complex (MAC) Lung Disease— BRIDGEWATER, N.J. , March 25, 2025 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced that it will present 11 abstracts from across its respiratory portfolio at the American Thoracic Society (ATS) 2025 International Conference, taking place May 18-21, 2025, in San Francisco. prnewswire.com - 3 weeks ago
Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) BRIDGEWATER, N.J. , March 10, 2025 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced the granting of inducement awards to 18 new employees. prnewswire.com - 1 month ago
Lung Disease-Focused Insmed 'Is An Attractive Midcap Biotech,' Analyst Says RBC Capital Markets has initiated coverage on Insmed Inc INSM, citing brensocatib's launch momentum. benzinga.com - 1 month ago
International Markets and Insmed (INSM): A Deep Dive for Investors Examine Insmed's (INSM) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock. zacks.com - 1 month ago
Insmed Announces that FDA Does Not Currently Plan to Hold Advisory Committee Meeting to Discuss New Drug Application for Brensocatib in Patients with Bronchiectasis —FDA Reaffirms Application is Under Priority Review with a PDUFA Target Action Date of August 12, 2025— BRIDGEWATER, N.J. , Feb. 24, 2025 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced that the U.S. Food and Drug Administration (FDA) has informed the Company that it does not currently plan to hold an advisory committee meeting to discuss the New Drug Application (NDA) for brensocatib for patients with non-cystic fibrosis bronchiectasis. prnewswire.com - 1 month ago
Insmed's Q4 Loss Wider Than Expected, Sales In Line With Estimates INSM posts wider-than-expected Q4 loss. It reiterates its 2025 sales outlook for Arikayce in the range of $405-$425 million. zacks.com - 1 month ago
Insmed Incorporated (INSM) Q4 2024 Earnings Call Transcript Insmed Incorporated (INSM) Q4 2024 Earnings Call Transcript seekingalpha.com - 1 month ago
Insmed (INSM) Reports Q4 Earnings: What Key Metrics Have to Say Although the revenue and EPS for Insmed (INSM) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. zacks.com - 1 month ago
Insmed (INSM) Reports Q4 Loss, Tops Revenue Estimates Insmed (INSM) came out with a quarterly loss of $1.32 per share versus the Zacks Consensus Estimate of a loss of $1.15. This compares to loss of $1.28 per share a year ago. zacks.com - 1 month ago
Insmed Reports Fourth-Quarter and Full-Year 2024 Financial Results and Provides Business Update —ARIKAYCE® (amikacin liposome inhalation suspension) Total Revenue of $104.4 Million for Fourth-Quarter and $363.7 Million for Full-Year 2024, Reflecting 19% Annual Growth and Exceeding the Upper End of Full-Year 2024 Guidance Range— —Company Reiterates 2025 Global ARIKAYCE Revenue Guidance of $405 Million to $425 Million, Reflecting Double-Digit Growth Compared to 2024— —NDA for Brensocatib in Patients with Bronchiectasis Accepted by FDA and Granted Priority Review with a PDUFA Target Action Date of August 12, 2025— —Phase 2b Study of TPIP in Patients with PAH, Phase 2b BiRCh Study of Brensocatib in Patients with CRSsNP, and Phase 3 ENCORE Study of ARIKAYCE Remain on Track for Topline Data in Mid-2025, End of 2025, and First Quarter of 2026, Respectively— —Company Ends 2024 with Approximately $1.4 Billion of Cash, Cash Equivalents, and Marketable Securities— BRIDGEWATER, N.J. , Feb. 20, 2025 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today reported financial results for the fourth quarter and full year ended December 31, 2024 and provided a business update. prnewswire.com - 1 month ago
Will These 5 Biotech Stocks Surpass Q4 Earnings Forecast? Let's look at five biotech and drug companies, AXSM, HALO, FOLD, BMRN and INSM, slated to release their fourth-quarter 2024 results this week. zacks.com - 1 month ago
Countdown to Insmed (INSM) Q4 Earnings: Wall Street Forecasts for Key Metrics Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Insmed (INSM), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2024. zacks.com - 1 month ago
8. Profile Summary

Insmed Incorporated INSM

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COUNTRY US
INDUSTRY Medical - Pharmaceuticals
MARKET CAP $ 12.3 B
Dividend Yield 0.00%
Description Insmed Incorporated, a biopharmaceutical company, develops and commercializes therapies for patients with serious and rare diseases. The company offers ARIKAYCE for the treatment of Mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients. It is also developing Brensocatib, an oral reversible inhibitor of dipeptidyl peptidase 1 for the treatment of patients with bronchiectasis and other neutrophil-mediated diseases; and Treprostinil Palmitil Inhalation Powder, an inhaled formulation of a treprostinil prodrug treprostinil palmitil for the treatment of pulmonary arterial hypertension and other rare pulmonary disorders. Insmed Incorporated was founded in 1988 and is headquartered in Bridgewater, New Jersey.
Contact 700 US Highway 202/206, Bridgewater, NJ, 08807 https://www.insmed.com
IPO Date June 1, 2000
Employees 1271
Officers Mr. William H. Lewis J.D., M.B.A. President, Chief Executive Officer & Chairman Mr. Michael Alexander Smith J.D. Chief Legal Officer & Corporate Secretary Dr. Martina Flammer M.B.A., M.D. Chief Medical Officer Mr. Roger Adsett M.B.A. Chief Operating Officer Mr. John Drayton Wise M.B.A. Chief Commercial Officer Mr. Brian K. Kaspar Ph.D. Chief Scientific Officer Ms. Sara M. Bonstein M.B.A. Chief Financial Officer Ms. Eleanor Barisser Associate Director of Investor Relations Mandy Fahey Vice President of Corporate Communications Ms. S. Nicole Schaeffer M.B.A. Chief People Strategy Officer