Insmed Inc. (NASDAQ: INSM) reported strong preliminary 2025 results, with total revenue hitting $606 million, up 67% year over year. ARIKAYCE and BRINSUPRI drove this growth, exceeding consensus estimates. ARIKAYCE generated $434 million globally, while BRINSUPRI contributed $173 million in U.S. sales. Management anticipates continued growth in 2026.

Morgan Stanley analyst Maxwell Skor slightly lowered his price target on INSM to $157 but maintained an Equal Weight rating. He remains cautious on large-cap biopharma due to the patent cliff but is positive on U.S. small- to mid-cap biotech. INSM focuses on pulmonary and inflammatory conditions.

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Read more at Yahoo Finance: Analyst Weighs Patent Cliff Risks Against Insmed’s (INSM) Growth Story