INSM · Insmed Incorporated
Rare-disease biotech — Arikayce and the brensocatib launch
Risiko 7/10 · HIGH RISK · priced-for-a-perfect-launch biotech · $126.29 ▼ 0.31%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $126.29
- Market cap $27.6B
- P/E (ttm) n/a
- Div yield none
- 52-wk range $90.39 – $212.75
- Index rank — / #88
Wichtigste Risiken
- Brensocatib launch underwhelms against sky-high hopes (Shareholders) — HIGH
- Ongoing cash burn forces further dilution (Shareholders) — HIGH
- Value concentrated in a handful of pipeline assets (Shareholders) — MED
- Sustained insider selling into the rally (Shareholders) — MED
Fazit
The science is delivering, but the price already assumes commercial perfection — any launch friction and the premium deflates fast.
Recherche, keine Anlageberatung.