Insmed Poised for Growth with Brensocatib Launch and Strong Pipeline

Insmed has been upgraded to a Buy rating by Morgan Stanley analyst Maxwell Skor with a $112 price target. The rating is based on the upcoming launch of brensocatib, which has a PDUFA date of August 12, 2025, and strong clinical data supporting its market success. The potential market is substantial, with around 90% of surveyed physicians planning to prescribe the drug. Insmed's ongoing pipeline advancement also supports the Buy rating.

Insmed Inc (INSM, Financial) has received a significant boost from Morgan Stanley analyst Maxwell Skor, who upgraded the stock to a Buy rating with a $112 price target. The upgrade is primarily based on the upcoming launch of brensocatib, which is expected to receive a PDUFA (Prescription Drug User Fee Act) date of August 12, 2025. The drug, an oral reversible dipeptidyl peptidase 1 inhibitor for bronchiectasis and other neutrophil-mediated diseases, has shown strong clinical data supporting its market success.

According to Skor, the potential market for brensocatib is substantial, with around 90% of surveyed physicians planning to prescribe the drug. This positive outlook, combined with Insmed's ongoing pipeline advancements, has led to the Buy rating. The analyst's confidence in the company's market performance aligns with recent analyst outlooks, which have shown a series of positive price target adjustments for Insmed.

Over the past few months, Insmed has received several notable ratings from various analysts. On July 22, 2025, Wells Fargo's Tiago Fauth raised the price target from $119.00 to $130.00, maintaining an "Overweight" rating [1]. On July 17, 2025, Morgan Stanley's Matthew Harrison adjusted the price target from $102.00 to $108.00, keeping an "Overweight" rating [1]. On July 8, 2025, JP Morgan's Jessica Fye raised the price target significantly from $90.00 to $111.00, while maintaining an "Overweight" rating [1]. These adjustments reflect a series of positive analyst outlooks for Insmed, highlighting continued confidence in the company's market performance.

Insmed Inc is a biopharmaceutical company transforming the lives of patients with serious and rare diseases. The company's first commercial product, ARIKAYCE (amikacin liposome inhalation suspension), has been approved in the United States for the treatment of Mycobacterium Avium Complex (MAC) lung disease as part of a combination antibacterial drug regimen for adult patients with limited or no alternative treatment options. The company is also developing Treprostinil Palmitil Inhalation Powder, an inhaled treprostinil prodrug for pulmonary hypertension linked to interstitial lung disease and pulmonary arterial hypertension.

Based on the one-year price targets offered by 17 analysts, the average target price for Insmed Inc (INSM, Financial) is $117.70 with a high estimate of $135.00 and a low estimate of $99.00 [1]. The average target implies an upside of 8.04% from the current price of $108.94. More detailed estimate data can be found on the Insmed Inc (INSM) Forecast page [1].

References:
[1] https://www.gurufocus.com/news/3050390/ubs-raises-insmed-insm-price-target-to-133-maintains-buy-rating-insm-stock-news