Develop and commercialize therapies for patients with serious and rare diseases. Offer ARIKAYCE for the treatment of Mycobacterium avium complex (MAC) lung disease. Now — the numbers.
The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.
Average growth of 34% a year over the last 4 years. Red columns mark years that ended in a loss.
Before the clock runs out, either sales must climb sharply or new money must come in. This is the most critical line in the whole picture.
This company is not turning a profit, so the market is pricing its sales instead: 46.3× for every dollar of annual revenue.
Against companies in its own sector, it looks cheaper than 41% of them.
Analysts' average target sits 52% above today's price.
angles, checked one by one.
The 5 that stand out are on screen; the rest came back neutral.
The council scores out of 10; report-card grades are out of 100.
Executive Buying: The trades send no strong signal of confidence.
The stock trades 39% below its peak. The market has trimmed its expectations for the company.
Over the last 4 years, sales grew about 34% a year on average.
The company sells $606.4M a year; the problem isn’t sales — it’s costs running above that number.
A loss of $1.3B against $606.4M in annual sales.
At the current pace of spending, the cash lasts about 1.1 years. After that, the company needs to find new money.
On our five-subject report card, INSM sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”
The takeaway: INSM has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.
The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.
Analysts’ average target sits above today’s price, yet the valuation grade (41/100) says the stock isn’t cheap.
Not covered, because the filings we hold do not carry it: the revenue breakdown.