- Insmed’s cash and cash equivalents rose by 15% year-over-year to $555 million in the fourth quarter, missing the estimate of $891.9 million.
- The company reported a loss per share of $1.32, compared to a loss of $1.28 per share the previous year. Analysts estimated a loss of $1.15 per share.
- Research and development (R&D) expenses increased by 31% year-over-year to $179.7 million, surpassing the estimated $156.8 million.
- Net product revenues grew by 25% year-over-year to $104.4 million, slightly above the estimate of $103.2 million.
- Selling, general, and administrative (SG&A) expenses surged by 59% year-over-year to $142.5 million, exceeding the expected $126.5 million.
- Insmed maintained its 2025 global revenue guidance for ARIKAYCE at $405 million to $425 million, indicating double-digit growth compared to 2024.
- The successful delivery of data from the Phase 3 ASPEN study of brensocatib in bronchiectasis has strengthened the company’s position for future patient expansion, according to CEO Will Lewis.
- Analysts’ ratings on Insmed are positive, with 16 buys, no holds, and no sells.
A look at Insmed Inc Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 1 | |
| Growth | 3 | |
| Resilience | 5 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Insmed Inc, a biopharmaceutical company specializing in innovative inhaled therapies for rare lung diseases, has received a positive assessment based on Smartkarma Smart Scores. With a strong resilience score of 5 and robust momentum score of 4, the company showcases the ability to withstand challenges and maintain a consistent growth trajectory. Additionally, Insmed Inc has been rated with a growth score of 3, indicating a promising future in terms of expanding its market presence and revenue streams.
Although the company’s value score is moderate at 2 and it does not offer dividends as per the score of 1, the overall outlook for Insmed Inc appears optimistic. Investors may view the company as a potential candidate for long-term growth and innovation within the biopharmaceutical sector, leveraging its expertise in addressing unmet medical needs for patients with serious orphan lung diseases.
Summary: Insmed, Inc. is a biopharmaceutical company focused on developing and commercializing novel, targeted inhaled therapies for patients with high unmet need battling serious orphan lung diseases.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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