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Insmed Incorporated

NASDAQ•INSM
CEO: Mr. William H. Lewis J.D., M.B.A.
板块: Healthcare
行业: Medical - Pharmaceuticals
上市日期: 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.
联系方式
700 US Highway 202/206, Bridgewater, NJ, 08807, United States
908-977-9900
www.insmed.com
市值
$30.95B
市盈率 (TTM)
-24.0
465.9
股息率
--
52周最高
$212.75
52周最低
$60.40
52周范围
55%
排名71Top 99.6%
1.0
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
疲弱 • 1 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025

财务仪表盘

Q4 2025 数据

营业收入

$263.84M+0.00%
近4季度走势

每股收益

-$1.54+0.00%
近4季度走势

自由现金流

-$294.19M+0.00%
近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

CAH stock ticker logoCAH
$244.49B
+10.1%
HUM stock ticker logoHUM
$129.66B
+10.1%
TAK stock ticker logoTAK
$30.01B
-2.0%

毛利率 (最新季度)

ONC stock ticker logoONC
90.5%
+3.1pp
INSM stock ticker logoINSM
82.5%
-18.6pp
HLN stock ticker logoHLN
65.0%
+0.7pp

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
TAK$56.11B78.81.6%31.5%
CAH$50.83B30.6-58.9%15.5%
HLN$46.01B22.79.4%26.4%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
41.7%
高速增长
4季度净利润复合增长率
N/M
盈利状态转变
现金流稳定性
0%
现金流需要关注

深度研究

下次财报:2026年4月30日
|
每股收益:-$0.99
|
营业收入:$300.92M
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过去12个月
无数据