Professional
Added to YB: 2025-10-13
Pitch date: 2025-09-30
INSM [neutral]
Insmed Incorporated
+36.15%
current return
Author Info
No bio for this author
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
$41.2B
Pitch Price
$144.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
-42.82
P/E
-31.07
EV/Sales
90.08
Sector
Biotechnology
Category
growth
Orbis Global Equity Portfolio Holding: Insmed Incorporated
INSM (holding update): FDA approved brensocatib for bronchiectasis (first therapeutic option) with clean label & strong pricing. Pipeline asset TPIP shows clinical validation in pulmonary arterial hypertension & idiopathic pulmonary fibrosis. Building respiratory franchise. CEO Will Lewis grew mkt cap from <$100M to $30B. Shares below intrinsic value despite recent rally.
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