Jun. 15 at 2:17 PM
$INSM is off 50% from last Thanksgiving when its market cap was roughly
$42B consistent with the valuation of SGEN when acquired by
$PFE (with practically identical revenue projections per our post at the time).
This attachment compares INSM analyst consensus to
$RVMD
We are not here to bash RVMD but rather to point out the disconnect in INSM's valuation. Analysts project both to generate roughly
$20B in revenues over the next 10 years yet RVMD's market cap is 50% higher than INSM. Remember INSM has 2 FDA approved therapies where RVMD has none (obviously yet)
This is not investment advice. We have no idea what INSM might be worth. We're only hoping for feedback on the INSM risk v reward profile. Does this analysis suggest INSM is oversold?
$XBI $IBB
