Truist Securities raises Insmed stock price target to $139 on brensocatib pricing

Published 14/08/2025, 16:56
Truist Securities raises Insmed stock price target to $139 on brensocatib pricing

Investing.com - Truist Securities raised its price target on {{16371|{{16371|{{16371|{{16371|{{16371|Insmed}}}}}}}} (NASDAQ:INSM)}} to $139.00 from $126.00 on Thursday, while maintaining a Buy rating on the biopharmaceutical company’s stock. The stock, which has surged over 78% year-to-date and is trading near its 52-week high, has caught significant analyst attention. According to InvestingPro data, analysts maintain a strong buy consensus with price targets ranging from $110 to $240.

The price target increase follows the approval of BRINSUPRI (brensocatib) with what Truist describes as a broad label that could support a multi-billion dollar opportunity for Insmed .

Truist updated its model to reflect BRINSUPRI’s annual price of $88,000, higher than its previous estimate of $80,000, while maintaining a gross-to-net adjustment of 30%, which aligns with company guidance of 25-35%.

The investment firm now projects worldwide peak BRINSUPRI sales of $7.2 billion by 2034, up from its previous estimate of $6.5 billion and above the consensus estimate of $6.4 billion.

Truist’s updated price target represents significant upside potential for Insmed shares based on the company’s current market valuation.

In other recent news, Insmed has received notable attention following the FDA approval of its drug Brinsupri (brensocatib). This approval has sparked a series of upgrades in the company’s stock price targets from various research firms. H.C. Wainwright doubled its price target to $240, emphasizing the approval as a pivotal moment for Insmed, likening it to successful strategies seen in other major pharmaceutical companies. Wolfe Research also raised its price target to $173, pointing to the upcoming chronic rhinosinusitis without nasal polyps (CRSsNP) readout as a significant future catalyst. Stifel increased its target to $145, highlighting Brinsupri’s approval for non-CF bronchiectasis with flexible dosing options. TD Cowen adjusted its target to $154, noting the clean label approval that lacks market-limiting warnings. Meanwhile, RBC Capital raised its target to $138, describing the approval as a "best-case scenario" for Insmed. These developments reflect a broad consensus among analysts regarding the positive impact of Brinsupri’s approval on Insmed’s future prospects.

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