---
title: "Matt Phipps Reiterates Buy on Insmed, Citing Strong TPIP PAH Data, Solid Brinsupri/Arikayce Growth, and Overdone Share Pullback"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/292934524.md"
description: "William Blair analyst Matt Phipps reiterated a Buy rating on Insmed (INSM), citing strong TPIP PAH data, solid growth for Brinsupri and Arikayce, and an overdone share pullback. He highlighted sustained efficacy and tolerability of TPIP, attributing recent price declines to sector weakness rather than fundamentals. Wells Fargo also assigned a Buy rating with a $161 price target."
datetime: "2026-07-16T17:15:25.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/292934524.md)
  - [en](https://longbridge.com/en/news/292934524.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/292934524.md)
generator: "portal-rs"
---

# Matt Phipps Reiterates Buy on Insmed, Citing Strong TPIP PAH Data, Solid Brinsupri/Arikayce Growth, and Overdone Share Pullback

William Blair analyst Matt Phipps has reiterated their bullish stance on INSM stock, giving a Buy rating yesterday.

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Matt Phipps has given his Buy rating due to a combination of factors, including the encouraging 12‑month extension data for TPIP in pulmonary arterial hypertension, which show sustained benefit, consistent efficacy in patients crossing over from placebo, and a safety profile that reinforces TPIP’s potential differentiation within the prostacyclin class. Although the small number of patients and physician-driven dose escalation limit precise conclusions at higher doses, the ability of patients to remain on the 1,280 µg dose with minimal treatment‑emergent adverse events, notably only one reported case of cough among those titrating above 640 µg, supports confidence in the drug’s tolerability.

He also notes that the recent share price decline appears tied to broader biotech sector weakness rather than any fundamental issue with Insmed’s data, suggesting the pullback may be overdone. With investors’ attention shifting to the next Brinsupri revenue release, Phipps emphasizes that near-term growth from Brinsupri and Arikayce, together with TPIP’s longer-term commercial potential, provides a compelling risk‑reward setup, leading him to reaffirm his positive outlook and Buy recommendation on Insmed.

In another report released yesterday, Wells Fargo also assigned a Buy rating to the stock with a $161.00 price target.

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## Related News & Research

- [13,000 Shares in Insmed, Inc. $INSM Purchased by S&CO Inc.](https://longbridge.com/en/news/296021707.md)
- [Insmed director Melvin Sharoky, M.D. sells 5,000 shares for $637,650](https://longbridge.com/en/news/296395374.md)
- [Nordnet cuts Brødrene A&O Johansen stake below 5% threshold](https://longbridge.com/en/news/296349764.md)
- [UBS Reaffirms Their Buy Rating on SIG Group AG (SCBGF)](https://longbridge.com/en/news/296203907.md)
- [BR Partners declares BRL 18.9 million interim dividend for June-ended semester](https://longbridge.com/en/news/296113116.md)

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