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Upturn AI SWOT - About
INSM 
Insmed Inc (INSM)
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Upturn Advisory Summary
10/13/2025: INSM (5-star) is a STRONG-BUY. BUY since 9 days. Simulated Profits (11.31%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
19 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $167.65
1 Year Target Price $167.65
| 14 | Strong Buy |
| 5 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 116.03% | Avg. Invested days 50 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/13/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 34.65B USD | Price to earnings Ratio - | 1Y Target Price 167.65 |
Price to earnings Ratio - | 1Y Target Price 167.65 | ||
Volume (30-day avg) 19 | Beta 1.03 | 52 Weeks Range 60.40 - 166.44 | Updated Date 10/13/2025 |
52 Weeks Range 60.40 - 166.44 | Updated Date 10/13/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -5.68 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -259.82% | Operating Margin (TTM) -236.35% |
Management Effectiveness
Return on Assets (TTM) -27.03% | Return on Equity (TTM) -160.54% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 31016810300 | Price to Sales(TTM) 87.04 |
Enterprise Value 31016810300 | Price to Sales(TTM) 87.04 | ||
Enterprise Value to Revenue 77.91 | Enterprise Value to EBITDA -6.05 | Shares Outstanding 211374786 | Shares Floating 190469820 |
Shares Outstanding 211374786 | Shares Floating 190469820 | ||
Percent Insiders 0.65 | Percent Institutions 104.31 |
Upturn AI SWOT
Insmed Inc
Company Overview
History and Background
Insmed Incorporated was founded in 1988. Initially focused on insulin delivery, it has since transformed into a global biopharmaceutical company focused on serious and rare diseases. A significant milestone was the approval and launch of Arikayce.
Core Business Areas
- Pulmonary Diseases: Develops and commercializes therapies for rare pulmonary diseases, focusing on unmet medical needs.
- Biotechnology Research: Conducts research and development to identify and advance novel therapeutic candidates.
Leadership and Structure
The CEO is Martine Rothblatt. Insmed has a typical corporate structure with departments covering research, development, commercial operations, finance, and administration.
Top Products and Market Share
Key Offerings
- Arikayce (amikacin liposome inhalation suspension): Arikayce is approved for treatment of adults with refractory nontuberculous mycobacterial (NTM) lung disease caused by Mycobacterium avium complex (MAC) in patients who have limited or no alternative treatment options. Competitors include off-label treatments and future potential therapies from companies like Spero Therapeutics. Arikayce global revenues are approximately $250 million.
Market Dynamics
Industry Overview
The biopharmaceutical industry, specifically in the rare disease segment, is characterized by high research and development costs, regulatory hurdles, and potential for high returns due to limited competition.
Positioning
Insmed is a leader in the treatment of refractory NTM lung disease. Its competitive advantage lies in its approved therapy and specialized focus. Its TAM is continually growing as diagnostic rates increase.
Total Addressable Market (TAM)
The estimated TAM for NTM lung disease is approximately $3 billion. Insmed is positioned to capture a significant share of this market through expansion into new indications and regions.
Upturn SWOT Analysis
Strengths
- Approved therapy for a rare disease
- Specialized focus on NTM lung disease
- Strong intellectual property protection
- Experienced management team
Weaknesses
- Reliance on a single key product (Arikayce)
- High research and development costs
- Limited commercial presence
- Vulnerable to generic competition upon patent expiry
Opportunities
- Expansion into new indications (e.g., cystic fibrosis)
- Geographic expansion (e.g., Europe, Asia)
- Development of new therapies for NTM lung disease
- Acquisition of complementary technologies or companies
Threats
- Competition from other pharmaceutical companies
- Regulatory challenges
- Pricing pressures
- Patent challenges
Competitors and Market Share
Key Competitors
- SPRO
- FOLD
- MRNA
Competitive Landscape
Insmed competes with pharmaceutical companies developing therapies for pulmonary and rare diseases. Its competitive advantage is the fact that Arikayce is FDA approved therapy.
Growth Trajectory and Initiatives
Historical Growth: Insmed has experienced significant revenue growth driven by increasing Arikayce sales.
Future Projections: Analysts project continued revenue growth driven by geographic expansion and potential new indications for Arikayce and other pipeline products.
Recent Initiatives: Focusing on global expansion of Arikayce, advancing new pipeline products in pulmonary and rare diseases, and exploring strategic partnerships.
Summary
Insmed is a biopharmaceutical company focused on rare pulmonary diseases with significant revenue growth driven by Arikayce. The company faces challenges including reliance on a single product and high R&D expenses. It needs to focus on geographic expansion and pipeline development to enhance long-term growth prospects. The company needs to be cautious of any new competiting product which will result in lower total revenue.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Insmed Investor Relations
- SEC Filings
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share estimates are based on publicly available information and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Insmed Inc
Exchange NASDAQ | Headquaters Bridgewater, NJ, United States | ||
IPO Launch date 2000-06-01 | President, CEO & Chairman Mr. William H. Lewis J.D., M.B.A. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 1271 | Website https://www.insmed.com |
Full time employees 1271 | Website https://www.insmed.com | ||
Insmed Incorporated develops and commercializes therapies for patients with serious and rare diseases in the United States, Europe, Japan, and internationally. The company offers ARIKAYCE for the treatment of refractory nontuberculous mycobacterial lung infections, as well as is in phase 3 clinical trial for the treatment of mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients. It also devlops brensocatib, an oral reversible inhibitor of dipeptidyl peptidase 1(DPP1) that is in phase 3 clinical trial for the treatment of bronchiectasis; and in phase 2 clinical trial for the treatment of chronic rhinosinusitis without nasal polyps and hidradenitis suppurativa. In addition, the company is developing treprostinil palmitil inhalation powder, an inhaled formulation of a treprostinil prodrug treprostinil palmitil, which is in phase 3 clinical trial for the treatment of pulmonary hypertension associated with interstitial lung disease; and phase 2 clinical trial for the treatment of pulmonary arterial hypertension. Further, it develops gene therapy, a microdystrophin adeno-associated virus gene replacement therapy which is in phase 1 clinical trial for the treatment of Duchenne muscular dystrophy, as well as is in pre-clinical development for gene therapy, next generation DPP1 inhibitor, deimmunized therapeutic protein, and synthetic rescue. The company was founded in 1988 and is headquartered in Bridgewater, New Jersey.
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