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Added to YB: 2024-10-22

Pitch date: 2024-09-30

INSM [bullish]

Insmed Incorporated

+169.88%

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

$73.00

Price Target

N/A

Dividend

N/A

EV/EBITDA

-42.82

P/E

-31.07

EV/Sales

90.08

Sector

Biotechnology

Category

growth

Show full summary:
Baron Health Care Fund New Position: Insmed Incorporated

INSM: 3 lead drugs w/ $8B+ peak sales potential. Brensocatib: game-changing NCFBE data (20% exacerbation reduction, improved lung function). 500K US patients, $5B+ market. Also promising for chronic rhinosinusitis ($1B+). Arikayce for MAC lung disease. TPIP for PAH/PH-ILD. Huge upside potential.

Read full article (1 min)