Update shared on08 Aug 2025
Fair value Increased 75%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.
- The company presented 11 new abstracts at the ATS 2025 conference, including subgroup analyses from the Phase 3 ASPEN trial of brensocatib in non-cystic fibrosis bronchiectasis, supporting efficacy and safety consistency.
- Completed a $750 million follow-on equity offering, with 7,812,500 shares sold at $96 apiece.
- Reiterated 2025 global ARIKAYCE revenue guidance at $405 million to $425 million, reflecting double-digit growth over 2024.
- Added to numerous Russell indexes, including Russell 1000, 1000 Growth, 1000 Value, Midcap, 2500 Value, 3000 Value, and dropped from the Russell 2000 and 2000 Growth indexes.
Valuation Changes
Summary of Valuation Changes for Insmed
- The Consensus Analyst Price Target has significantly risen from $68.64 to $120.12.
- The Future P/E for Insmed has significantly risen from 88.85x to 399.96x.
- The Net Profit Margin for Insmed has significantly fallen from 15.87% to 4.03%.
Disclaimer
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