
Insmed (INSM) Stock Forecast & Price Target
Insmed (INSM) Analyst Ratings
Bulls say
Insmed Inc. is experiencing a positive financial trajectory largely driven by its commercial product, Brensocatib, which has shown strong sales growth, achieving approximately $144.6 million in revenue for Q4 2025, significantly exceeding expectations. The company benefits from a first-in-disease position with substantial peak sales potential estimated at around $9 billion for Brensocatib in the NCFB indication, reflecting robust market demand and a compelling clinical profile. Additionally, the sustained double-digit growth in Brensocatib sales over the years, combined with an improved outlook for cash flow positivity, suggests a strong foundation for future financial stability without the need for further capital raises.
Bears say
Insmed's stock faces a negative outlook primarily due to the disappointing results from the Brensocatib Phase 2b study in chronic rhinosinusitis without nasal polyps, which has diminished market expectations for future trials, including the CEDAR Phase 2 study in hidradenitis suppurativa. Furthermore, there are significant risks associated with multiple ongoing trials, including the potential for failure in the ENCORE Phase 3 and execution challenges related to the TPIP program, which may disrupt anticipated launches in international markets. Lastly, high quarterly cash burn rates, estimated at $165-170 million, coupled with uncertainties surrounding product approvals and clinical development timelines, may adversely affect the company's financial stability and growth prospects.
This aggregate rating is based on analysts' research of Insmed and is not a guaranteed prediction by Public.com or investment advice.
Insmed (INSM) Analyst Forecast & Price Prediction
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