Insmed (IM8N) Stock Price & Analysis
IM8N Stock Chart & Stats
- Day’s Range
- EUR 99.17 - EUR 101.34
- 52-Week Range
- EUR 81.86 - EUR 185.00
- Previous Close
- EUR 99.62
- Volume
- 4
- Average Volume (3M)
- 34
- Market Cap
- EUR 22.11B
- Enterprise Value
- EUR 24.58B
- Total Cash (Recent Filing)
- EUR 1.15B
- Total Debt (Recent Filing)
- EUR 741.17M
- Price to Earnings (P/E)
- ―
- Beta
- 0.17
- Next Earnings
- Feb 25, 2027 (Est.)
- EPS Estimate
- -0.28
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Rapid Commercial Growth
BRINSUPRI has quickly established substantial commercial scale, adding a second major revenue stream alongside ARIKAYCE. Strong payer approvals, reauthorization, persistency, and patient starts support durable adoption and improve Insmed’s ability to compound revenue beyond a single-product model.
Strong Product-level Economics
The high gross margin indicates attractive economics at the product level and provides meaningful operating leverage as commercial revenue expands. BRINSUPRI’s contribution has already improved the mix, creating a foundation for future profitability if growth continues to outpace investment.
Improved Financial Flexibility
A large cash position, positive equity, and relatively low current debt give Insmed resources to fund launches and clinical development while limiting near-term balance-sheet pressure. This supports execution of the respiratory pipeline and provides a buffer before expected cash-flow positivity in 2027.
Bears Say
Persistent Operating Losses
Insmed’s commercial expansion has not yet translated into sustainable profitability, with deeply negative operating and net margins persisting across multiple years. Continued losses weaken earnings quality and mean the company must achieve substantial operating leverage before growth can support durable shareholder returns.
Heavy Cash Consumption
Substantial operating and free-cash-flow deficits show that Insmed is still consuming capital despite its revenue scale. Until cash flow turns positive, continued investment in launches and trials may require reliance on its cash balance or future financing, limiting financial flexibility during execution setbacks.
Rising ARIKAYCE Medicare Costs
The scheduled increase in Medicare catastrophic-coverage responsibility will expand ARIKAYCE’s gross-to-net deductions and pressure realized economics over time. This creates a structural headwind for the established product, requiring growth, pricing, or mix improvements to preserve its contribution to cash generation.
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Insmed Stock Smart Score
Company Description
Insmed
Insmed Incorporated operates as a biopharmaceutical enterprise focused on creating and introducing medical solutions for individuals facing severe and uncommon health conditions. The company's marketed treatment, ARIKAYCE, is administered to adult patients suffering from Mycobacterium avium complex (MAC) lung disease, serving as a component of a broader antibacterial drug regimen. In its development pipeline, Insmed is advancing Brensocatib, an oral and reversible inhibitor targeting dipeptidyl peptidase 1, which is being investigated for its potential in treating bronchiectasis and other disorders mediated by neutrophils. Additionally, the firm is developing Treprostinil Palmitil Inhalation Powder, an inhaled version of the treprostinil palmitil prodrug, designed to address pulmonary arterial hypertension and various other rare lung ailments. Founded in 1988, Insmed Incorporated maintains its primary corporate offices in Bridgewater, New Jersey.
- Sector
- Healthcare
- Industry
- Biotechnology
- CEO
- William H. Lewis
- Employees
- 1,664
- Website
- www.insmed.com
- Address
- 700 US Highway 202/206, Bridgewater, NJ, 08807, US
Insmed (IM8N) Earnings & Revenues
IM8N Company Deck
IM8N Earnings Call
Earnings Call SentimentPositive
The call was strongly positive, supported by BRINSUPRI's blockbuster launch, 29% sequential quarterly growth, raised guidance for both commercial products, ARIKAYCE regulatory progress, advancing TPIP trials, a strong cash position, and a stated path to cash flow positivity in 2027. The main challenges were a 40% increase in R&D and SG&A expenses, rising ARIKAYCE Medicare coverage costs beginning in 2027, limited visibility into seasonality and the timing of the comorbid bronchiectasis opportunity, long-dated TPIP development timelines, and the CFO transition. Highlights significantly outweighed the lowlights.
View all DE:IM8N earnings summariesIM8N Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 12 | 5 | 5 |
| Technical Analysis | 2 | 5 | 3 |
| Moving Averages | 10 | 0 | 2 |
