Latest news with #TPIP
Yahoo
31-07-2025
- Business
- Yahoo
Strong Drug Development Momentum Lifted Insmed Incorporated (INSM) in Q2
Baron Funds, an investment management company, released its 'Baron Health Care Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund declined 5.06% (Institutional Shares) in the quarter, against a challenging backdrop for the broader Health Care sector, compared to a 6.19% decline for the Russell 3000 Health Care Index (benchmark) and a 10.99% gain for the Russell 3000 Index (the Index). In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, Baron Health Care Fund highlighted stocks such as Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is a biopharmaceutical company that develops therapeutic products for patients with serious and rare diseases. The one-month return of Insmed Incorporated (NASDAQ:INSM) was 7.55%, and its shares gained 39.63% of their value over the last 52 weeks. On July 30, 2025, Insmed Incorporated (NASDAQ:INSM) stock closed at $105.18 per share, with a market capitalization of $19.979 billion. Baron Health Care Fund stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its second quarter 2025 investor letter: "Insmed Incorporated (NASDAQ:INSM) is a biotechnology company with three lead pulmonology drugs that collectively have the potential to generate more than $8 billion in peak sales. We are particularly excited about TPIP, a once-daily prostanoid in development for PAH and PH associated with interstitial lung disease. Prostacyclin therapies are a mainstay for these conditions and currently generate about $4.5 billion in global sales. We believe TPIP could become the most effective option in the class, with significantly more convenient dosing. Shares rose after Phase 2 data for TPIP in PAH exceeded investor expectations. We are also positive on brensocatib for non-cystic fibrosis bronchiectasis, which is a $5 billion-plus opportunity. Physician feedback and survey data suggests the drug could be transformative, showing a 20% reduction in pulmonary exacerbations and improved lung function. We believe the disease is widely underdiagnosed (often misdiagnosed as asthma or chronic obstructive pulmonary disease) and could affect up to 500,000 patients in the U.S." A biopharmaceutical research team taking notes in front of a laboratory's microscope. Insmed Incorporated (NASDAQ:INSM) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 64 hedge fund portfolios held Insmed Incorporated (NASDAQ:INSM) at the end of the first quarter, which was 72 in the previous quarter. While we acknowledge the potential of Insmed Incorporated (NASDAQ:INSM) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Insmed Incorporated (NASDAQ:INSM) and shared the stocks with huge catalysts on the horizon. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
18-06-2025
- Business
- Yahoo
Mizuho Reiterates Outperform Rating on Insmed (INSM), Boosts PT to $110
Insmed Inc. (NASDAQ:INSM) is one of the 10 best growth stocks to buy according to billionaires. On June 10, Mizuho analyst Graig Suvannavejh reaffirmed his Outperform rating on Insmed and raised the price target from $96 to $110. The revision follows the encouraging Phase 2b results for Treprostinil Palmitil Inhalation Powder (TPIP) in treating pulmonary arterial hypertension. Suvannavejh describes the data as highly positive, suggesting TPIP could become a leading treatment option in the respective area. A scientist using sophisticated laboratory equipment to analyze a sample of a therapeutic candidate. The analyst believes the trial's success strengthens Insmed's growth outlook and opens the door for further upside to current earnings estimates. The tone of the note reflects the analyst's strong confidence in TPIP's potential and its impact on Insmed's long-term value. Insmed Inc. (NASDAQ:INSM) is a global biopharmaceutical company that develops therapies for serious diseases. It has a commercial product, ARIKAYCE, and a pipeline that includes clinical-stage programs, brensocatib, TPIP, and INS1201, as well as pre-clinical research programs. While we acknowledge the potential of INSM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
18-06-2025
- Business
- Yahoo
Mizuho Reiterates Outperform Rating on Insmed (INSM), Boosts PT to $110
Insmed Inc. (NASDAQ:INSM) is one of the 10 best growth stocks to buy according to billionaires. On June 10, Mizuho analyst Graig Suvannavejh reaffirmed his Outperform rating on Insmed and raised the price target from $96 to $110. The revision follows the encouraging Phase 2b results for Treprostinil Palmitil Inhalation Powder (TPIP) in treating pulmonary arterial hypertension. Suvannavejh describes the data as highly positive, suggesting TPIP could become a leading treatment option in the respective area. A scientist using sophisticated laboratory equipment to analyze a sample of a therapeutic candidate. The analyst believes the trial's success strengthens Insmed's growth outlook and opens the door for further upside to current earnings estimates. The tone of the note reflects the analyst's strong confidence in TPIP's potential and its impact on Insmed's long-term value. Insmed Inc. (NASDAQ:INSM) is a global biopharmaceutical company that develops therapies for serious diseases. It has a commercial product, ARIKAYCE, and a pipeline that includes clinical-stage programs, brensocatib, TPIP, and INS1201, as well as pre-clinical research programs. While we acknowledge the potential of INSM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
17-06-2025
- Business
- Yahoo
Wells Fargo Lifts Price Target on Insmed Incorporated (INSM) to $119 From $107
Insmed Incorporated (NASDAQ:INSM) is one of the . Tiago Fauth, an analyst from Wells Fargo, maintained a Buy rating on Insmed Incorporated (NASDAQ:INSM) on June 11, raising the associated price target to $119 from $107. The analyst based the positive rating on the promising developments in the company's TPIP program, with Phase 2 results showing a notable decrease in pulmonary vascular resistance (PVR). The results exceeded expectations and reflected the potential to become a leading inhaled prostacyclin therapy. The therapy also has ease of dosing, making it a differentiated option in the treatment of pulmonary arterial hypertension (PAH). A biopharmaceutical research team taking notes in front of a laboratory's microscope. The analyst further noted that TPIP has a positive safety profile, particularly in relation to cough rates. This positions it favorably compared to existing treatments, solidifying its market potential and supporting the optimistic outlook. While we acknowledge the potential of INSM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Forbes
16-06-2025
- Business
- Forbes
Is Insmed Stock Overvalued After The 45% Jump?
POLAND - 2025/01/18: In this photo illustration, the Insmed company logo is seen displayed on a ... More smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images) Insmed Inc (NASDAQ: INSM) was nothing short of a powerhouse last month, soaring 45%, while the S&P 500 index rose 3% in the same timeframe. What's driving this surge? Insmed revealed that its Phase IIb trial for treprostinil palmitil inhalation powder (TPIP) in pulmonary arterial hypertension (PAH) achieved both its primary and all secondary endpoints. Industry reports described the product as a 'home run' in contrast to competitors like United Therapeutics (NASDAQ: UTHR), which experienced an 11% decline over the last month. However, there's a caveat: Insmed is trading at 35 times sales. Turn that around, and you arrive at a meager 2.8% sales yield. In comparison, United Therapeutics—yes, the company with multiple FDA-approved drugs targeting PAH—trades at a lower sales multiple of 5 times and is generating operating profits of nearly 50%, in stark contrast to the losses reported by Insmed. So, while Insmed has achieved a significant medical breakthrough, at $98 per share, this represents a premium valuation pursuing an unproven growth narrative. When the anticipated growth fails to materialize, that's when reality strikes. Check Buy or Sell Insmed stock? Moreover, history tells a more complex story about Insmed stock. During the 2008 global financial crisis, its shares plummeted by nearly 78%. In the early days of the Covid pandemic in 2020, they fell by 60%. Then in 2022, with escalating inflation and consumer pressure, the stock stumbled again with a 63% drop. It's hardly invulnerable—yet today, the stock is trading at a premium valuation. Insmed's stock premium is mainly driven by the impressive Phase 2b trial results of its inhaled therapy TPIP for pulmonary arterial hypertension (PAH), which surpassed expectations and positions it as a possible best-in-class treatment. This clinical achievement, alongside a $750 million capital raise to facilitate pipeline expansion, has ignited investor optimism, causing the stock to rise significantly above its fair value estimates. Support from major institutions and strong revenue growth contribute to the bullish outlook, though its high valuation—trading at over 35 times price-to-sales—means that continued execution and progress toward Phase 3 trials will be vital for maintaining this momentum. Insmed projects global revenues for ARIKAYCE in 2025 to be between $405 million and $425 million, reflecting growth of 11–17% compared to 2024. Ongoing research and development investments for pipeline products (brensocatib, TPIP) mean that Insmed is expected to remain unprofitable into 2026. In the short term, the FDA's decision on brensocatib in August could significantly impact the stock. Additionally, the launch of Phase 3 trials for TPIP and further clinical updates will act as critical validation benchmarks. In the long run, successful execution during Phase 3 and eventual commercial launches of both brensocatib and TPIP will be key in determining whether INSM can uphold its current premium valuation. Insmed's surge reflects a combination of strong clinical progress, positive investor sentiment, and a solid financial path. However, the elevated valuation (P/S ~35×) signifies that upcoming milestones—such as the design and initiation of Phase 3 trials—will be essential in justifying this premium. Without these achievements, the stock may encounter pullbacks or merely sideways movement. Investing in a single stock carries inherent risks. Conversely, the Trefis High Quality (HQ) Portfolio, which comprises 30 stocks, has a history of comfortably outperforming the S&P 500 over the past 4-year period. Why is that? As a group, HQ Portfolio stocks have delivered superior returns with lower risk compared to the benchmark index, presenting a less volatile experience as demonstrated in HQ Portfolio performance metrics.
