Added to YB: 2026-07-22
Pitch date: 2026-07-20
INSM [neutral]
Insmed Incorporated
+0.7%
current return
Author Info
Value with a Catalyst covers long value oriented small and mid- cap investment ideas with a catalyst. Sign up for the newsletter.
Company Info
Insmed Incorporated develops and commercializes therapies for patients with serious and rare diseases in the United States, Europe, Japan, and internationally.
Market Cap
$23.5B
Pitch Price
$107.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
-25.32
P/E
-18.99
EV/Sales
28.06
Sector
Biotechnology
Category
growth
Insmed's OLE Readout is Somewhat Positive (With Transcript and Read-Across for Liquidia)
INSM (update): Insmed's TPIP 12-mo OLE in PAH incrementally positive: sustained 55m 6MWD gain, ~60% NT-proBNP drop, 2pt REVEAL reduction, 91% completion, mild cough; placebo crossovers caught up. Ph3 readouts ~early 2027, launch 2028E. Once-daily edge vs Liquidia's twice-daily L606, but 2yrs away. Read-across neutral for LQDA.
Read full article (42 min)