Insmed（INSM）株式概要
インスメッド・インコーポレイテッドは、米国、欧州、日本、および海外で、重篤な希少疾患患者のための治療薬を開発し、商品化している。 詳細
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Analyst Price Targets
Insmed Incorporated 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$109.53 |
| 52週高値 | US$212.75 |
| 52週安値 | US$64.85 |
| ベータ | 0.89 |
| 1ヶ月の変化 | -22.31% |
| 3ヶ月変化 | -33.58% |
| 1年変化 | 65.55% |
| 3年間の変化 | 485.72% |
| 5年間の変化 | 353.17% |
| IPOからの変化 | -33.62% |
最新ニュース
新しいナラティブ • May 13
Future Respiratory Breakthroughs And Pipeline Expansion Will Transform Long Term Earnings Power
Catalysts About Insmed Insmed focuses on developing and commercializing therapies for serious respiratory and rare diseases. What are the underlying business or industry changes driving this perspective?分析記事 • May 11
Insmed Incorporated (NASDAQ:INSM) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
Shareholders in Insmed Incorporated ( NASDAQ:INSM ) had a terrible week, as shares crashed 28% to US$101 in the week...Recent updates
新しいナラティブ • May 13
Future Respiratory Breakthroughs And Pipeline Expansion Will Transform Long Term Earnings Power
Catalysts About Insmed Insmed focuses on developing and commercializing therapies for serious respiratory and rare diseases. What are the underlying business or industry changes driving this perspective?分析記事 • May 11
Insmed Incorporated (NASDAQ:INSM) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
Shareholders in Insmed Incorporated ( NASDAQ:INSM ) had a terrible week, as shares crashed 28% to US$101 in the week...
ナラティブの更新 • Apr 22
INSM: 2026 Respiratory Launch Execution Will Shape Bronchiectasis Leadership Trajectory
Insmed's updated analyst price target edges down by about $2 to $212.50, as analysts weigh slightly higher discount rate assumptions against continued strong expectations for Brinsupri and the broader respiratory pipeline, as reflected in a series of recent target revisions and new bullish initiations. Analyst Commentary Recent research has been active around Insmed, with several firms updating targets and views following Brinsupri launch commentary, ENCORE data, and management guidance.ナラティブの更新 • Apr 06
INSM: 2026 Respiratory Launch Execution Will Drive Bronchiectasis Market Expansion
Analysts have nudged Insmed's fair value estimate higher to $214.32, reflecting a series of recent price target increases that are tied to confidence in the Brinsupri launch, an expanded bronchiectasis opportunity, and updated Street research on the company's broader respiratory portfolio. Analyst Commentary Recent Street research around Insmed clusters around a few common themes, with most attention on Brinsupri execution, the bronchiectasis market opportunity, and updated revenue guidance through 2026.Seeking Alpha • Apr 01
Insmed: The Pipeline Is Catching Up To The Valuation
Summary Insmed remains a Buy, with enterprise value near $30B and robust growth driven by Brinsupri and pipeline assets. Brinsupri's launch exceeded expectations, with Q4 revenues of $144.6M and management guiding for $1B in 2026 sales. TPIP offers differentiation in PAH/PH-ILD with once-daily dosing and encouraging Phase 2b data, supporting a $3B rNPV estimate. Despite ongoing cash burn, INSM's strong balance sheet and strategic R&D investments position it for continued upside and potential acquisition interest. Read the full article on Seeking Alphaナラティブの更新 • Mar 20
INSM: 2026 Respiratory Revenue Milestone And Market Expansion Will Drive Platform Potential
Analysts have made a modest upward adjustment to the Insmed price target, increasing the estimated fair value from about $212.53 to $213. They cite renewed confidence in Brinsupri's launch potential, reinforced 2026 guidance and broader bronchiectasis market opportunities highlighted across recent research from Jefferies, BofA, Mizuho, Morgan Stanley, Wells Fargo, Stifel, UBS, Barclays, Roth and RBC.ナラティブの更新 • Mar 05
INSM: Brinsupri Launch And 2026 Revenue Milestone Will Support Future Platform Expansion
Analysts have trimmed their average price target on Insmed by a few dollars to about $213, as slightly higher discount rates and more measured revenue and margin assumptions offset continued optimism around the Brinsupri launch and its longer term market opportunity. Analyst Commentary Recent Street commentary on Insmed clusters around the same core themes, with valuation tweaks mainly driven by updated assumptions on Brinsupri, management's long range guidance, and broader biotech sector conditions.ナラティブの更新 • Feb 18
INSM: European Respiratory Approval And NASDAQ Inclusion Will Support Future Platform Expansion
Narrative Update: Insmed Analyst Price Target Shift Insmed's blended analyst price target edges down by about $1 to roughly $214 as analysts balance slightly lower long term growth and P/E assumptions with ongoing support for the pipeline and recent target changes across the Street. Analyst Commentary Street research on Insmed over recent months shows a cluster of bullish initiations and target moves, with a few more cautious tweaks at the margin.ナラティブの更新 • Feb 04
INSM: European Respiratory Progress And NASDAQ Inclusion Will Support Future Platform Expansion
Analysts have nudged their blended price target for Insmed higher to about $215 per share, reflecting slightly stronger revenue and margin assumptions and a lower future P/E following recent initiation and target updates across the Street. Analyst Commentary Bullish analysts are leaning into Insmed's updated pricing and P/E framework, pointing to specific pipeline and sector factors that they see as supporting the higher blended price target, while more cautious voices are focusing on funding needs and competitive pressures across biotech.ナラティブの更新 • Jan 20
INSM: European Respiratory Portfolio Momentum Will Support Future Platform Expansion
Analysts have nudged their blended price expectations for Insmed slightly lower, trimming the implied fair value by about US$1.60 to reflect modestly higher discount rates, even as they factor in stronger projected revenue growth, wider profit margins and a lower assumed future P/E multiple. This view is supported by recent research highlighting both sector wide M&A potential and company specific drivers such as Brinsupri's EC approval, Q3 execution and anticipated respiratory portfolio expansion.ナラティブの更新 • Jan 06
INSM: European Bronchiectasis Approval Will Support Future Respiratory Platform Expansion
Analysts now place Insmed's blended price target at about US$215.56, edging up from roughly US$214.78 as they factor in recent target moves across the Street tied to Brinsupri's EC approval, Q3 execution, and the broader biotech funding backdrop. Analyst Commentary Bullish Takeaways Bullish analysts highlight Brinsupri's formal EC approval for certain non cystic fibrosis bronchiectasis patients and planned early 2026 access, which they see as an important driver underpinning higher valuation targets above US$210.ナラティブの更新 • Dec 22
INSM: European Bronchiectasis Launch Will Drive Future Respiratory Platform Upside
Insmed's analyst price target has been lifted by about $8 to roughly $215, as analysts factor in strong Brinsupri momentum, expanding indications, and solid execution across the broader respiratory pipeline. Analyst Commentary Bullish analysts continue to lift their models as Brinsupri's early momentum and label breadth in non cystic fibrosis bronchiectasis reshape expectations for Insmed's long term revenue trajectory and margin expansion.ナラティブの更新 • Dec 08
INSM: Respiratory Portfolio Execution And European Expansion Will Shape Future Outlook
Analysts have modestly lifted their price target on Insmed from $214 to $223, reflecting stronger confidence in Brinsupri's European launch trajectory, the expansion of non cystic fibrosis bronchiectasis indications, and continued evidence of robust execution across the broader respiratory portfolio. Analyst Commentary Recent Street research continues to skew positive, with multiple bullish analysts lifting price targets in response to stronger than expected commercial execution and an expanding opportunity set around Brinsupri and the broader respiratory platform.ナラティブの更新 • Nov 24
INSM: Commercial Execution And Pipeline Progress Will Shape Balanced Outlook
Analysts have raised their price target for Insmed from $204.50 to $214.12, citing strong commercial performance, positive product launches, and greater confidence in the company's revenue growth prospects, even as profitability and valuation metrics continue to evolve. Analyst Commentary Analysts covering Insmed have provided a range of perspectives following recent product launches and clinical updates.ナラティブの更新 • Nov 01
INSM: 2025 Launch Will Drive Respiratory Platform Expansion Amid Elevated Expectations
Insmed's analyst price target has climbed significantly, rising by more than $30 to $204.50. Analysts cite stronger pipeline execution, improving profit margins, and expanding growth opportunities across its lead programs as key reasons for the increase.ナラティブの更新 • Oct 17
Brensocatib's 2025 Launch Will Transform Bronchiectasis Care
Analysts have raised their price target for Insmed, increasing fair value from $164.41 to $172.59. This adjustment is driven by anticipation of broader Brinsupri uptake, pipeline advancements, and improved sentiment following positive clinical and commercial updates.ナラティブの更新 • Oct 03
Brensocatib's 2025 Launch Will Transform Bronchiectasis Care
Insmed's analyst price target has increased by over $6 to $164.41, as analysts cite stronger revenue growth projections and recent clinical and commercialization achievements as key catalysts for the upward revision. Analyst Commentary Recent analyst activity around Insmed highlights a dynamic mix of optimism and caution, reflecting both the company's clinical progress and commercial prospects.ナラティブの更新 • Sep 07
Brensocatib's 2025 Launch Will Transform Bronchiectasis Care
Insmed’s consensus price target has increased to $158.00, reflecting analyst optimism around Brinsupri’s broad FDA approval, strong initial commercial outlook, advancing pipeline assets, and positive clinical data, despite some valuation concerns following the recent price appreciation. Analyst Commentary Bullish analysts are raising price targets following the FDA approval of Brinsupri (brensocatib) for non-cystic fibrosis bronchiectasis, highlighting a broad label, no major safety warnings, inclusion of FEV1 efficacy data, and a high launch price as key upside surprises that position the therapy for multi-billion dollar opportunities.ナラティブの更新 • Aug 23
Brensocatib's 2025 Launch Will Transform Bronchiectasis Care
Insmed’s consensus price target has surged to $148.44, driven by the FDA approval and strong commercial prospects for Brinsupri, expanded pipeline potential, and robust Phase 2 results for TPIP—underscoring significant upward revisions in revenue and profit expectations. Analyst Commentary Bullish analysts are raising price targets following FDA approval of Brinsupri as the first therapy for non-cystic fibrosis bronchiectasis, citing a broad label with both doses approved, clean safety profile, and inclusion of favorable FEV1 and secondary endpoint data in prescribing information.ナラティブの更新 • Aug 08
Brensocatib's 2025 Launch Will Transform Bronchiectasis Care
Despite a sharply higher future P/E and a substantial decline in net profit margin, analysts have aggressively raised Insmed’s price target from $68.64 to $120.12. What's in the News Insmed reported positive topline Phase 2b results for treprostinil palmitil inhalation powder (TPIP) in pulmonary arterial hypertension, meeting primary and all secondary endpoints.分析記事 • Jun 11
Insmed Incorporated's (NASDAQ:INSM) Shares Climb 40% But Its Business Is Yet to Catch Up
Insmed Incorporated ( NASDAQ:INSM ) shareholders would be excited to see that the share price has had a great month...Seeking Alpha • Apr 25
Insmed: Poised For Transformation Beyond ARIKAYCE
Summary Insmed's future hinges on the development and launch of its pipeline, particularly brensocatib, despite current financial losses due to strategic investments. Brensocatib shows promising Phase 3 results for non-cystic fibrosis bronchiectasis, with a potential FDA approval by August 2025, highlighting a significant market opportunity. Insmed's diversified pipeline, including TPIP and INS1201, reduces reliance on a single product and enhances long-term growth prospects. Despite financial risks, INSM's $1.4 billion cash reserve and potential multi-billion dollar market opportunities make it a compelling investment for those with a high-risk tolerance. Read the full article on Seeking Alpha
新しいナラティブ • Mar 19
Brensocatib's 2025 Launch Will Transform Bronchiectasis Care
Anticipated U.S. and international launches of brensocatib are key catalysts for significant revenue growth and new market penetration.株主還元
| INSM | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | -5.3% | -1.6% | -0.8% |
| 1Y | 65.6% | 34.4% | 27.1% |
業界別リターン: INSM過去 1 年間で34.4 % の収益を上げたUS Biotechs業界を上回りました。
リターン対市場: INSM過去 1 年間で27.1 % の収益を上げたUS市場を上回りました。
価格変動
| INSM volatility | |
|---|---|
| INSM Average Weekly Movement | 9.7% |
| Biotechs Industry Average Movement | 11.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: INSM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: INSMの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1988 | 1,664 | Will Lewis | www.insmed.com |
インスメッド・インコーポレイテッドは、米国、欧州、日本、および国際的に、重篤な希少疾患患者のための治療薬を開発・販売している。同社は難治性の非結核性抗酸菌性肺感染症の治療薬としてアリケイスを提供しており、成人患者を対象とした抗菌薬併用レジメンの一環としてマイコバクテリウム・アビウムコンプレックス肺疾患の治療薬として第3相臨床試験を実施中である。また、ジペプチジルペプチダーゼ1（DPP1）の経口可逆的阻害剤であるブレンソカティブを開発しており、気管支拡張症の治療薬として第3相臨床試験中、鼻ポリープを伴わない慢性鼻副鼻腔炎および化膿性汗腺炎の治療薬として第2相臨床試験中である。また、トレプロスチニルのプロドラッグであるトレプロスチニル・パルミチルの吸入製剤であるトレプロスチニル・パルミチル吸入パウダーを開発しており、間質性肺疾患に伴う肺高血圧症の治療薬として第3相臨床試験、肺動脈性肺高血圧症の治療薬として第2相臨床試験を実施中である。さらに、デュシェンヌ型筋ジストロフィー治療薬として第1相臨床試験中のマイクロジストロフィンアデノ随伴ウイルス遺伝子補充療法INS1201を開発し、遺伝子治療、AI駆動タンパク質工学、タンパク質製造、RNA末端接合、合成レスキューの前臨床研究プログラムも開発している。さらに、間質性肺疾患や喘息の治療薬として臨床第2相試験中の幹細胞因子SCF248を標的とするモノクローナル抗体INS1148や、筋萎縮性側索硬化症の治療薬として臨床第1相試験中の髄腔内投与型遺伝子治療薬INS1202も提供している。 同社は1988年に設立され、ニュージャージー州ブリッジウォーターに本社を置いている。
Insmed Incorporated 基礎のまとめ
| INSM 基礎統計学 | |
|---|---|
| 時価総額 | US$23.39b |
| 収益（TTM） | -US$1.18b |
| 売上高(TTM) | US$819.56m |
29.0x
P/Sレシオ-20.1x
PER（株価収益率INSM は割高か？
公正価値と評価分析を参照収益と収入
| INSM 損益計算書（TTM） | |
|---|---|
| 収益 | US$819.56m |
| 売上原価 | US$149.08m |
| 売上総利益 | US$670.48m |
| その他の費用 | US$1.85b |
| 収益 | -US$1.18b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -5.46 |
| グロス・マージン | 81.81% |
| 純利益率 | -144.44% |
| 有利子負債／自己資本比率 | 99.9% |
INSM の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/21 05:01 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Insmed Incorporated 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43
| アナリスト | 機関 |
|---|---|
| Neena Bitritto-Garg | Baird |
| Eliana Merle | Barclays |
| Anita Dushyanth | Berenberg |