Roth Initiates Insmed (INSM) at Buy with $212 Price Target, Sees Strong Sales Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6d ago
0mins
Source: seekingalpha
- Optimistic Sales Outlook: Roth has initiated coverage on Insmed (INSM) with a Buy rating, anticipating that Brinsupri (brensocatib) and Arikayce (amikacin liposome inhalation suspension) will achieve above-consensus sales, indicating strong market potential for the company's products.
- Price Target Set: The analyst has set a price target of $212, representing approximately 32% upside from the January 22 close, reflecting market confidence in Insmed's future growth trajectory.
- Peak Sales Forecast: Analyst Adam Walsh projects peak sales of $8.1 billion for Brinsupri and $1.3 billion for Arikayce, showcasing Insmed's robust performance in the therapeutic space.
- New Drug Potential: Walsh also highlighted the potential of treprostinil palmitil inhalation powder (TPIP) for pulmonary arterial hypertension, with probability-adjusted peak sales expected to reach $5 billion following positive mid-stage trial results anticipated in June 2025, further enhancing the company's market outlook.
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Analyst Views on INSM
Wall Street analysts forecast INSM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for INSM is 218.44 USD with a low forecast of 157.00 USD and a high forecast of 263.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
16 Buy
1 Hold
0 Sell
Strong Buy
Current: 155.890
Low
157.00
Averages
218.44
High
263.00
Current: 155.890
Low
157.00
Averages
218.44
High
263.00
About INSM
Insmed Incorporated is a global biopharmaceutical company. It is advancing a diverse range of approved and mid- to late-stage investigational medicines and drug discovery. Its advanced programs are in pulmonary and inflammatory conditions, including a therapy approved in the United States, Europe, and Japan to treat a chronic, debilitating lung disease. Its pre-clinical research programs encompass a range of technologies and modalities, including gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue. Its first commercial product, ARIKAYCE (amikacin liposome inhalation suspension), is used for the treatment of Mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients with limited or no alternative treatment options. Its pipeline includes clinical-stage programs, brensocatib, TPIP, and INS1201 and pre-clinical research programs. Its INS1148 is an investigational monoclonal antibody.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Insmed to Present TPIP Research Findings at PVRI 2026 Congress
- Research Presentation: Insmed will present four abstracts on TPIP at the 2026 PVRI congress, including the Phase 3 PALM-PAH study design, highlighting its potential in treating pulmonary arterial hypertension (PAH), which may enhance the company's market position in this field.
- Clinical Data Review: An encore presentation of the Phase 2b trial results for TPIP will provide an in-depth analysis of its efficacy and safety, potentially boosting investor confidence in Insmed's future developments.
- New Technology Application: New data from Functional Respiratory Imaging analysis will be showcased, further supporting TPIP's application in PAH patients, which could open new treatment avenues and market opportunities for the company.
- Future Development Plans: Insmed plans to initiate multiple Phase 3 programs aimed at improving patient outcomes, demonstrating the company's ongoing commitment and strategic positioning in innovative drug development.
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- Strategic Optimization: Adsett's proven track record at Insmed, particularly in launching ARIKAYCE® and BRINSUPRI®, indicates he will provide valuable commercial execution capabilities to enhance Definium's market impact in mental health treatments.
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