---
title: "Lung Disease-Focused Insmed 'Must-Own' Name For Investors"
description: "Insmed Incorporated (NASDAQ:INSM) has gained FDA approval for Brinsupri, an oral treatment for non-cystic fibrosis bronchiectasis, which analysts believe could lead to multi-billion dollar sales by 20"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/253864324.md"
published_at: "2025-08-20T18:46:57.000Z"
---

# Lung Disease-Focused Insmed 'Must-Own' Name For Investors

> Insmed Incorporated (NASDAQ:INSM) has gained FDA approval for Brinsupri, an oral treatment for non-cystic fibrosis bronchiectasis, which analysts believe could lead to multi-billion dollar sales by 2035. William Blair initiated coverage with an Outperform rating, highlighting the potential for a strong commercial launch and significant valuation increase. The firm predicts Insmed's peak sales could reach $15 billion, driven by upcoming trial results and market expansion. Currently, INSM stock is up 1.84% at $129.55.

William Blair initiated coverage on **Insmed Incorporated** INSM, citing that the clinical and commercial execution of its drugs can significantly increase Insmed's valuation.

“While acknowledging that shares of Insmed are up over 450% (versus a 2% increase for the XBI) since the positive Phase III results with Brinsupri in bronchiectasis, we believe the potential for a strong commercial launch of Brinsupri in the multi-blockbuster bronchiectasis indication will keep Insmed as a ‘must-own’name for investors.”

Analyst Matt Phipps highlights the commercial potential for Brinsupri, Arikayce, and TPIP.

***Also Read: Lung Disease-Focused Insmed ‘Is An Attractive Midcap Biotech,’ Analyst Says***

Most recently, the U.S. Food and Drug Administration (FDA) approved Insmed’s Brinsupri (brensocatib 10 mg and 25 mg tablets) as an oral, once-daily treatment for non-cystic fibrosis bronchiectasis (NCFB) in adults and children 12 years and older.

Brinsupri is the first and only FDA-approved treatment for NCFB, a chronic lung condition characterized by permanently widened and damaged airways (bronchi), leading to persistent mucus production, recurrent infections, and difficulty breathing.

Topline results from its Phase 2b study of treprostinil palmitil inhalation powder (TPIP) for pulmonary arterial hypertension met its primary endpoint and all secondary efficacy endpoints.

For the primary endpoint, the placebo-adjusted reduction from baseline in pulmonary vascular resistance (PVR) was 35%, with a Least Squares (LS) mean ratio of 0.65.

In an investor note on Tuesday, Analyst Phipps initiated coverage with an Outperform rating and wrote that upcoming trial readouts for Brinsupri, Arikayce, and TPIP could unlock new indications, supporting market expansion and boosting Insmed's peak sales potential, which could approach $15 billion by 2035.

William Blair said Insmed could see continued upside as it evolves into a leading large-cap biotech. While a future takeover remains possible, the firm sees strong value in its sizable market opportunities and de-risked clinical programs.

William Blair predicts that the strong initial launch of Brinsupri will command a valuation of roughly five times the five-year sales forecasts, as investors gain confidence in the multi-blockbuster market opportunity. It sees upside for shares into 2026 based on five times the 2031 revenue estimate of $7.7 billion.

**Price Action:** INSM stock is up 1.84% at $129.55 at the last check on Wednesday.

-   ***Anthony Scaramucci’s SkyBridge Leverages ‘Ethereum Killer’ Avalanche To Tokenize $300 Million In Real-World Assets***

*Photo: Shutterstock*

### Related Stocks

- [INSM.US - Insmed](https://longbridge.com/en/quote/INSM.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Insmed (NASDAQ:INSM) CEO Sells $3,247,335.00 in Stock | Insmed CEO William Lewis sold 19,215 shares of the company's stock for $3,247,335 on January 12, reducing his ownership  | [Link](https://longbridge.com/en/news/272531097.md) |
| Insmed Incorporated Provides Revenue Guidance for the Full Year 2025 | Insmed Incorporated provided revenue guidance for the full year 2025. For the year, the company expected total revenues  | [Link](https://longbridge.com/en/news/272091006.md) |
| Insmed Provides Business Update at 44th Annual J.P. Morgan Healthcare Conference \| INSM Stock News | Insmed Incorporated provided a business update at the 44th Annual J.P. Morgan Healthcare Conference, highlighting unaudi | [Link](https://longbridge.com/en/news/272071619.md) |
| Insmed Announces Strong 2025 Results and Pipeline Progress | Insmed announced strong preliminary unaudited 2025 financial results, reporting approximately $606.4 million in total re | [Link](https://longbridge.com/en/news/272077200.md) |
| Insmed Maps Aggressive 2026 As Newly Approved Lung Disease Drug Gains Traction, Pipeline Advances | Insmed Inc (INSM) has outlined an aggressive roadmap for 2026, focusing on its respiratory portfolio and upcoming trial  | [Link](https://longbridge.com/en/news/272101100.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
