Analyst Weighs Patent Cliff Risks Against Insmed’s (INSM) Growth Story

Insmed Inc. (NASDAQ:INSM) is among the best debt-free stocks to bargain now. On January 9, 2026, the institution reported beardown preliminary 2025 results, with full gross reaching astir $606 million, up 67% twelvemonth implicit year, driven by continued ARIKAYCE maturation and the archetypal afloat twelvemonth of BRINSUPRI, some of its starring therapies. This topline maturation came successful astatine the apical extremity of the existent statement and was 11% supra the statement mean of $545 million.

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On a full-year basis, ARIKAYCE generated astir $434 cardinal globally, exceeding guidance, portion BRINSUPRI contributed astir $173 cardinal successful U.S. sales, supported by coagulated adoption by aesculapian professionals. Management besides outlined a robust 2026 outlook, including an expected EU motorboat of BRINSUPRI, ARIKAYCE gross guidance of $450-$470 million, and aggregate upcoming late-stage objective readouts.

Just earlier the results, Morgan Stanley expert Maxwell Skor reviewed Insmed Inc. (NASDAQ:INSM) and lowered his terms people marginally to $157 from $158, keeping his Equal Weight standing intact. The expert remains cautious connected large-cap biopharma names, including INSM, arsenic helium believes these companies volition beryllium affected by the nonaccomplishment of exclusivity for immoderate of their best-selling medicines, commonly referred to arsenic “the patent cliff.”

However, the analyst’s presumption remains favorable toward U.S. small- to mid-cap biotech, arsenic helium expects this abstraction to outperform successful 2026 arsenic well.

Insmed Inc. (NASDAQ:INSM) is simply a biopharmaceutical institution that develops and commercializes therapies for patients with superior and uncommon diseases. The company’s astir precocious programs absorption connected pulmonary and inflammatory conditions.

While we admit the imaginable of INSM arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.