Brensocatib's 2025 Launch Will Transform Bronchiectasis Care

Insmed’s consensus price target has increased to $158.00, reflecting analyst optimism around Brinsupri’s broad FDA approval, strong initial commercial outlook, advancing pipeline assets, and positive clinical data, despite some valuation concerns following the recent price appreciation. Analyst Commentary Bullish analysts are raising price targets following the FDA approval of Brinsupri (brensocatib) for non-cystic fibrosis bronchiectasis, highlighting a broad label, no major safety warnings, inclusion of FEV1 efficacy data, and a high launch price as key upside surprises that position the therapy for multi-billion dollar opportunities.

Insmed’s consensus price target has surged to $148.44, driven by the FDA approval and strong commercial prospects for Brinsupri, expanded pipeline potential, and robust Phase 2 results for TPIP—underscoring significant upward revisions in revenue and profit expectations. Analyst Commentary Bullish analysts are raising price targets following FDA approval of Brinsupri as the first therapy for non-cystic fibrosis bronchiectasis, citing a broad label with both doses approved, clean safety profile, and inclusion of favorable FEV1 and secondary endpoint data in prescribing information.

Despite a sharply higher future P/E and a substantial decline in net profit margin, analysts have aggressively raised Insmed’s price target from $68.64 to $120.12. What's in the News Insmed reported positive topline Phase 2b results for treprostinil palmitil inhalation powder (TPIP) in pulmonary arterial hypertension, meeting primary and all secondary endpoints.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased future PE multiple from 73.0x to 84.0x and increased shares outstanding growth rate from 0.1% to 0.2%.

AnalystConsensusTarget has decreased profit margin from 19.3% to 17.3% and increased future PE multiple from 65.4x to 73.0x.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased future PE multiple from 113.5x to 134.5x.