Is BRINSUPRI’s EU Nod And 2025 Revenue Step-Up Altering The Investment Case For Insmed (INSM)?

Simply Wall St.01-13

In early January 2026, Insmed reaffirmed its 2025 revenue guidance at US$606.4 million versus US$363.7 million a year earlier, highlighting strong contributions from ARIKAYCE and newly launched ...

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Alongside this, the company outlined a packed 2026 roadmap, with European Commission approval of BRINSUPRI and multiple late-stage trial readouts that could reshape its respiratory and rare-disease portfolio. We’ll now examine how this sharp revenue step-up and BRINSUPRI’s European approval may reshape Insmed’s existing investment narrative and risk profile. Explore 29 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.AdvertisementInsmed Investment Narrative RecapTo own Insmed, you need to believe its respiratory and rare-disease portfolio can convert clinical execution into durable, global revenue, while the company manages ongoing losses and dilution. The reaffirmed 2025 revenue guidance and BRINSUPRI’s European approval support the near term growth story but do not materially change the most important near term catalyst, the ARIKAYCE ENCORE Phase 3 readout, or the key risk around continued heavy cash burn and shareholder dilution. The most relevant recent announcement here is the reaffirmed 2025 revenue guidance at US$606.4 million, up from US$363.7 million a year earlier, with ARIKAYCE and BRINSUPRI as core drivers. This guidance frames how much is already embedded in expectations ahead of the ENCORE trial results and upcoming international BRINSUPRI launches, giving investors a clearer reference point for how much incremental impact future catalysts may have. Yet, beneath the strong top line outlook, investors should be aware of... Read the full narrative on Insmed (it's free!)Insmed's narrative projects $1.9 billion revenue and $293.8 million earnings by 2028.Uncover how Insmed's forecasts yield a $215.56 fair value, a 29% upside to its current price.Exploring Other PerspectivesINSM 1-Year Stock Price Chart Four fair value estimates from the Simply Wall St Community span from about US$215 to over US$21,000 per share, showing how far apart views on Insmed can be. Against that backdrop, the ARIKAYCE ENCORE Phase 3 readout remains a central catalyst that could meaningfully influence how these differing opinions evolve and what investors expect for the company’s future earnings power.Explore 4 other fair value estimates on Insmed - why the stock might be a potential multi-bagger!Build Your Own Insmed NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Insmed research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.Our free Insmed research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Insmed's overall financial health at a glance.Curious About Other Options?Our top stock finds are flying under the radar-for now. Get in early:The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 39 best rare earth metal stocks of the very few that mine this essential strategic resource.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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