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Healthcare - Medical - Pharmaceuticals - NASDAQ - US
$ 73.62
-1.29 %
$ 13.4 B
Market Cap
-12.27
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jun, 7, 2025.

The intrinsic value of one INSM stock under the worst case scenario is HIDDEN Compared to the current market price of 73.6 USD, Insmed Incorporated is HIDDEN

This DCF valuation model was last updated on Jun, 7, 2025.

The intrinsic value of one INSM stock under the base case scenario is HIDDEN Compared to the current market price of 73.6 USD, Insmed Incorporated is HIDDEN

This DCF valuation model was last updated on Jun, 7, 2025.

The intrinsic value of one INSM stock under the best case scenario is HIDDEN Compared to the current market price of 73.6 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 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '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%
92.8 M REVENUE
-11.12%
-248 M OPERATING INCOME
-7.69%
-257 M NET INCOME
-8.93%
-262 M OPERATING CASH FLOW
-33.73%
80.4 M INVESTING CASH FLOW
-38.97%
29 M FINANCING CASH FLOW
-81.80%
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 24.6 M
Other Current Liabilities 200 M
Non-Current Liabilities 1.44 B
Long-Term Debt 66.4 M
Other Non-Current Liabilities 1.38 B
4.20 %11.49 %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%
-50.32% ROIC
-50.32%
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 125 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 $90.7 , with forecasts ranging from a low of $75 to a high of $110 .
INSM Lowest Price Target Wall Street Target
75 USD 1.87%
INSM Average Price Target Wall Street Target
90.7 USD 23.22%
INSM Highest Price Target Wall Street Target
110 USD 49.42%
Price
Max Price Target
Min Price Target
Average Price Target
11011010510510010095959090858580807575707065656060Jul '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 '26Jun '26Jun '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 16
6. Ownership
Insider Ownership Insmed Incorporated
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Sold
0-3 MONTHS
12.2 M USD 7
3-6 MONTHS
54.8 M USD 7
6-9 MONTHS
2.87 M USD 2
9-12 MONTHS
24.5 M USD 3
Bought
202 K USD 1
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Mizuho's Jared Holz details potential biotech, pharma acquisitions Mizuho's Jared Holz joins the 'Fast Money' team to discuss the potential impact of expiring patents within the biotech and pharmaceuticals industries. youtube.com - 2 weeks ago
Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) BRIDGEWATER, N.J. , June 4, 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 150 new employees. prnewswire.com - 2 weeks ago
Insmed To Present at the 2025 Goldman Sachs Annual Global Healthcare Conference BRIDGEWATER, N.J. , May 28, 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 management will present at the 2025 Goldman Sachs Annual Global Healthcare Conference in Miami on Wednesday, June 11, 2025, at 9:20 a.m. prnewswire.com - 3 weeks ago
Brensocatib Shows Consistent Efficacy and Safety Across Three Prespecified Subgroups in New Data from Landmark ASPEN Study —    Insmed Presented 11 Abstracts at ATS 2025 from Across Its Respiratory Portfolio, Including Data on ARIKAYCE® , TPIP and Health Economics and Outcomes Research   — BRIDGEWATER, N.J. , May 21, 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, presented 11 new abstracts at the American Thoracic Society (ATS) 2025 International Conference, which took place May 18-21 in San Francisco, including three prespecified subgroup analyses from the Phase 3 ASPEN trial of brensocatib in non-cystic fibrosis bronchiectasis (NCFBE), signaling the consistency of efficacy and safety outcomes across diverse clinical profiles. prnewswire.com - 4 weeks ago
Unlocking Insmed (INSM) International Revenues: Trends, Surprises, and Prospects Examine the evolution of Insmed's (INSM) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects. zacks.com - 1 month ago
Insmed's Q1 Loss Wider Than Expected, Sales Match Estimates INSM posts wider-than-expected loss in the first quarter. It reiterates the 2025 sales outlook for Arikayce in the range of $405-$425 million. zacks.com - 1 month ago
Insmed Incorporated (INSM) Q1 2025 Earnings Call Transcript Insmed Incorporated (NASDAQ:INSM ) Q1 2025 Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Bryan Dunn - Investor Relations Will Lewis - Chair and Chief Executive Officer Sara Bonstein - Chief Financial Officer Martina Flammer - Chief Medical Officer Conference Call Participants Andrea Newkirk - Goldman Sachs Jason Zemansky - Bank of America Nick Lenard - JPMorgan Joe Schwartz - Leerink Partners Ritu Baral - TD Cowen Jennifer Kim - Cantor Fitzgerald Liisa Bayko - Evercore Graig Suvannavejh - Mizuho Securities Leonid Timashev - RBC Nicole Germino - Truist Securities Maxwell Skor - Morgan Stanley Trung Huynh - UBS Emma Gutstein - Wolfe Research Operator Thank you for standing-by. My name is Amy, and I will be your conference operator for today. seekingalpha.com - 1 month ago
Insmed (INSM) Reports Q1 Loss, Tops Revenue Estimates Insmed (INSM) came out with a quarterly loss of $1.42 per share versus the Zacks Consensus Estimate of a loss of $1.36. This compares to loss of $1.06 per share a year ago. zacks.com - 1 month ago
Insmed Reports First-Quarter 2025 Financial Results and Provides Business Update —ARIKAYCE® (amikacin liposome inhalation suspension) Total Revenue of $92.8 Million for the First Quarter of 2025, Reflecting 23% Growth Over the First Quarter of 2024— —NDA for Brensocatib in Patients with Bronchiectasis Remains on Track, with a PDUFA Target Action Date of August 12, 2025— —Phase 2b Study of TPIP in Patients with PAH Completed; Topline Data Expected in June 2025— —Enrollment Completed for Phase 2b BiRCh Study of Brensocatib in Patients with CRSsNP; Topline Data Anticipated By the End of 2025— —MAA Filings for Brensocatib in Patients with Bronchiectasis Accepted by EMA and MHRA— —Company Reiterates 2025 Global ARIKAYCE Revenue Guidance Range of $405 Million to $425 Million, Reflecting Double-Digit Growth Compared to 2024— BRIDGEWATER, N.J. , May 8, 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 first quarter ended March 31, 2025 and provided a business update. prnewswire.com - 1 month ago
Earnings Preview: Insmed (INSM) Q1 Earnings Expected to Decline Insmed (INSM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 1 month ago
Baron Health Care Fund Q1 2025 Top Contributors And Detractors Boston Scientific's shares rose due to strong market growth, innovative products like pulsed field ablation, and disciplined cost management, driving double-digit EPS growth. Vertex Pharmaceuticals saw increased investor confidence in its cystic fibrosis franchise and evolving pipeline, including promising non-opioid pain treatments and kidney disease drugs. UnitedHealth Group's shares gained as 2024 headwinds subsided, Medicare Advantage rates improved, and higher-margin Optum segments grew, insulating it from tariff impacts. seekingalpha.com - 1 month ago
Insmed To Present at the BofA Securities 2025 Health Care Conference BRIDGEWATER, N.J. , April 29, 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 management will present at the BofA Securities 2025 Health Care Conference in Las Vegas on Tuesday, May 13, 2025, at 2:20 p.m. prnewswire.com - 1 month ago
8. Profile Summary

Insmed Incorporated INSM

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COUNTRY US
INDUSTRY Medical - Pharmaceuticals
MARKET CAP $ 13.4 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. Brian K. Kaspar Ph.D. Chief Scientific Officer Mr. Michael Alexander Smith J.D. Chief Legal Officer & Corporate Secretary Mr. Roger Adsett M.B.A. Chief Operating Officer Mr. John Drayton Wise M.B.A. Consultant Bryan Dunn Vice President of Investor Relations Mr. William H. Lewis J.D., M.B.A. President, Chief Executive Officer & Chairman Dr. Martina Flammer M.B.A., M.D. Chief Medical Officer Ms. S. Nicole Schaeffer M.B.A. Chief People Strategy Officer Ms. Sara M. Bonstein M.B.A. Chief Financial Officer Mandy Fahey Vice President of Corporate Communications