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Investing.com - UBS maintained its Buy rating and $194.00 price target on Insmed (NASDAQ:INSM) on Monday, citing potential upside for the company’s Brinsupri treatment in non-cystic fibrosis bronchiectasis (NCFB). The stock, currently trading near its 52-week high with a 122% return over the past year, has shown remarkable momentum according to InvestingPro data.
The investment firm based its assessment on key opinion leader checks and survey results from 29 pulmonologists who manage approximately 2,800 NCFB patients with confirmed CT scan diagnoses.
Survey results revealed that physicians had written 278 prescriptions for Brinsupri through September 2025, suggesting rapid uptake despite the small sample size representing less than 1% of NCFB patients with more than two exacerbations.
UBS noted that physicians indicated it typically takes 2-4 weeks for patients to begin therapy following initial prescription, and surveyed doctors expect to treat more than 1,400 NCFB patients within five years post-launch.
The firm maintained its estimate that Brinsupri will reach 35% peak market share in the US and achieve $6.5 billion in worldwide peak sales for NCFB treatment.
In other recent news, Insmed has received a recommendation from the European Medicines Agency’s Committee for Medicinal Products for Human Use to approve BRINSUPRI (brensocatib) for treating non-cystic fibrosis bronchiectasis in patients 12 years and older. If approved by the European Commission, it would be the first treatment for this condition in the EU. Meanwhile, several financial firms have adjusted their stock price targets for Insmed, reflecting positive developments. UBS increased its target to $194, citing new indications for BRINSUPRI. TD Cowen raised its target to $193 after Insmed presented promising Phase 2 data for its TPIP treatment for pulmonary arterial hypertension at a recent congress. Guggenheim increased its target to $172 following the FDA approval of BRINSUPRI and the company’s second-quarter 2025 results. Lastly, Morgan Stanley adjusted its target to $144, expressing confidence in the growth potential of brensocatib.
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