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在Roth购买了Brinsuri和Arikayce销售的新产品
2026-01-23 23:29
- Roth has initiated Insmed (INSM) at buy saying it sees above consensus sales of Brinsupri (brensocatib) and Arikayce (amikacin liposome inhalation suspension).
- The firm set a $212 price target (~32% upside based on Jan. 22 close).
- Analyst Adam Walsh sees Brinsupri peak sales of $8.1B and for Arikayce, $1.3B.
- Walsh also highlighted the potential of treprostinil palmitil inhalation powder (TPIP) for pulmonary arterial hypertension given positive mid-stage trial results released in June 2025. He sees $5B probability of success-adjusted peak sales.
More on Insmed
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- Insmed Incorporated (INSM) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
- Insmed Impresses With Pulmonary Portfolio, But Still Lacks Remedy To Turn A Profit
- Insmed gains as preliminary 2025 revenue beats consensus
- Insmed drops as it abandons brensocatib in rhinosinusitis
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