Insmed Incorporated
NASDAQ•INSM
CEO: Mr. William H. Lewis J.D., M.B.A.
セクター: Healthcare
業種: Medical - Pharmaceuticals
上場日: 2000-06-01
Insmed Incorporated, a biopharmaceutical company, develops and commercializes therapies for patients with serious and rare diseases in the United States, Europe, Japan, and internationally. The company offers ARIKAYCE for the treatment of Mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients. It is also developing Brensocatib, an oral reversible inhibitor of dipeptidyl peptidase 1 for the treatment of patients with bronchiectasis and other neutrophil-mediated diseases; and Treprostinil Palmitil Inhalation Powder, an inhaled formulation of a treprostinil prodrug treprostinil palmitil for the treatment of pulmonary hypertension associated with interstitial lung disease and pulmonary arterial hypertension. The company was founded in 1988 and is headquartered in Bridgewater, New Jersey.
連絡先情報
時価総額
$30.07B
PER (TTM)
-23.3
112.8
配当利回り
--
52週高値
$212.75
52週安値
$60.40
52週レンジ
順位71Top 99.6%
1.0
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$263.84M+0.00%
直近4四半期の推移
EPS
-$1.54+0.00%
直近4四半期の推移
フリーCF
-$294.19M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Total Product Revenues Surge Total product revenues reached $606.4M in 2025, up 66.7% from $363.7M in 2024, driven by new product sales.
BRINSUPRI US Commercial Sales US commercial sales of BRINSUPRI generated $172.7M following its FDA approval in August 2025, marking a major launch.
ARIKAYCE International Growth ARIKAYCE international sales grew 40.9% to $153.5M in 2025, demonstrating successful expansion outside the US market.
Cash and Securities Position Cash and marketable securities totaled $1.43B ($510.4M cash) as of December 31, 2025, supporting near-term operations.
リスク要因
Net Loss Widened Significantly Net loss widened to $(1,276.8M) in 2025; company has history of operating losses since 2010, requiring future capital.
Full ARIKAYCE Approval Contingent Full ARIKAYCE approval depends on successful ENCORE trial data expected by April 2026; failure risks material adverse effect.
Operating Expenses Increased Sharply R&D expenses rose 28.9% to $771.1M; SG&A expenses increased 52.1% to $701.2M in 2025 due to headcount and commercial readiness.
IP Protection and Litigation Risk Success highly dependent on protecting proprietary technology; litigation risk remains high globally, potentially diminishing asset value.
見通し
ARIKAYCE Label Expansion Plan Plan to submit sNDA for ARIKAYCE label expansion in H2 2026 if ENCORE trial data confirm clinical benefit.
BRINSUPRI International Decisions Anticipate regulatory decisions for BRINSUPRI in UK and Japan during 2026; evaluating US policy impact on future launches.
Advance Pipeline Programs Initiate Phase 3 TPIP study for PAH in H1 2026 and advance INS1148 into Phase 2 development programs.
Capital Deployment Strategy Control spending, prudently deploying capital to support best return-generating opportunities while managing substantial debt obligations.
同業比較
売上高 (TTM)
$244.49B
$129.66B
$30.01B
粗利益率 (最新四半期)
90.5%
82.5%
65.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| TAK | $56.14B | 79.3 | 1.6% | 31.5% |
| CAH | $51.56B | 31.0 | -58.9% | 15.5% |
| HLN | $44.85B | 22.2 | 9.4% | 26.4% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
41.7%
高成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要
深度リサーチ
次回決算:2026年4月30日
EPS:-$0.99
|売上高:$300.92M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし