Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
INSM
Strong SellInsmed Incorporated · Healthcare · United States · $27.1B · Avg Vol: $318M/d
COMPANY DESCRIPTION
Insmed Incorporated is a global biopharmaceutical company dedicated to developing and commercializing innovative treatments for serious and rare diseases, with a primary focus on pulmonary conditions such as NTM lung disease. The company's competitive moat is anchored by its approved orphan drug, ARIKAYCE, addressing a high unmet medical need, supported by a specialized commercial infrastructure and a promising pipeline of rare disease candidates. Insmed operates as a targeted leader in its niche, striving to improve outcomes for patients with devastating and underserved conditions.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 245.4M | 305.2M | 363.7M | 606.4M | 35.2% | 1.1B | 1.8B | 2.9B | 117.4% |
| EPS | -3.91 | -5.34 | -5.57 | -6.42 | — | -4.13 | — | — | — |
| Shares | 135.7M | 148.0M | 179.4M | 214.3M | +57.9% | 218.4M | — | — | — |
| Debt | — | — | — | — | — | — | — | — | — |
| Equity | 88.0M | -331.9M | 285.4M | 739.0M | 103.3% | — | — | — | — |
| Op CF | -400.4M | -536.2M | -683.9M | -935.0M | — | -778.9M | — | — | — |
| Inv CF | -34.6M | -223.6M | -583.2M | -64.6M | — | — | — | — | — |
| Fin CF | 793.3M | 168.4M | 1.3B | 954.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of INSM are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| INSM | Insmed Incorporated(you) | $27.1B | 16 | Strong Sell |
| RVMD | Revolution Medicines, Inc. | $45.3B | 19 | Strong Sell |
| BBIO | BridgeBio Pharma, Inc. | $15.8B | 22 | Sell |
| ALNY | Alnylam Pharmaceuticals, Inc. | $31.6B | 30 | Sell |
| MRNA | Moderna, Inc. | $55.4B | 21 | Sell |
| IONS | Ionis Pharmaceuticals, Inc. | $10.3B | 12 | Strong Sell |
| CYTK | Cytokinetics, Incorporated | $10.7B | 23 | Sell |
| KYMR | Kymera Therapeutics, Inc. | $10.0B | 23 | Sell |
| AXSM | Axsome Therapeutics, Inc. | $10.8B | 25 | Sell |
| ARWR | Arrowhead Pharmaceuticals, Inc. | $12.3B | 28 | Sell |
Peer medians: ROE -25.6% · P/E 29.5x · Gross margin 58.7%