Insmed Incorporated ($INSM) Stock: Soars Over 28% on Strong Mid-Stage Trial Results for Hypertension Drug

TLDR

Insmed stock surged 28% after positive Phase 2b TPIP trial results. The trial met all primary and secondary endpoints, boosting investor confidence. The company plans a late-stage trial in early 2026 after FDA discussions. TPIP could rival Merck’s Winrevair and other PAH treatments. Analysts see potential $1.8 billion in peak TPIP sales by 2034.

Shares of Insmed Incorporated (INSM) climbed sharply on Tuesday following the release of positive topline data from its Phase 2b trial of Treprostinil Palmitil Inhalation Powder (TPIP). The stock jumped 28.28%, adding $19.99 to reach $90.67 as of 12:34 PM EDT.

Insmed Incorporated (INSM)

TPIP is being evaluated as a once-daily treatment for pulmonary arterial hypertension (PAH), a rare and life-threatening disease marked by high blood pressure in the lungs. The new data has ignited investor interest as Insmed positions itself as a future competitor to Merck’s injectable Winrevair.

Trial Meets All Endpoints, Boosts Investor Sentiment

Insmed’s Phase 2b study successfully achieved both primary and secondary efficacy endpoints. The placebo-adjusted reduction in pulmonary vascular resistance (PVR) reached 35%, with a Least Squares (LS) mean ratio of 0.65.

Insmed Reports Positive Phase 2b Results for TPIP in Pulmonary Arterial Hypertension, Paving the Way for Phase 3 Trials – For More Information Visit https://t.co/b1AztVKz2P @InsmedCorp #PAH #Rare_Diseases #Pulmonary_Arterial_Hypertension #OrphanDrugs #Medical_Research pic.twitter.com/sMjyW47rS9

— Rare Diseases (@CheckOrphan) June 10, 2025

Secondary endpoints also showed promise: the six-minute walk distance improved by an average of 35.5 meters, while levels of NT-proBNP,  a key biomarker for cardiac stress, dropped by 60% compared to placebo.

While 40.6% of participants on TPIP reported coughing, analysts, including Guggenheim’s Vamil Divan, noted that the side effect was expected for an inhaled therapy.

Late-Stage Trials on the Horizon

Encouraged by these results, Insmed plans to initiate late-stage trials in early 2026 after consulting with the U.S. Food and Drug Administration. If approved, TPIP could present a convenient inhaled alternative to existing treatments that sometimes pose safety challenges, such as those from Liquidia and United Therapeutics.

Analysts remain optimistic. RBC Capital Markets’ Leonid Timashev called the data “a home-run scenario” and estimated peak TPIP sales could reach $1.8 billion by 2034.

Competitive Landscape and Market Impact

The promising data from Insmed sent shares of competing PAH drug developers lower. TPIP’s success would position Insmed against Merck’s injectable Winrevair and Liquidia’s Yutrepia. Analysts believe the inhaled delivery method could offer ease of use over current injectable options.

According to Leerink Partners’ Joseph Schwartz, the results establish TPIP as the potential “prostanoid of choice” for patients. The American Lung Association estimates around 1,000 new PAH cases are diagnosed in the U.S. annually, underscoring the market potential.

Impressive Long-Term Performance

Insmed’s stock has significantly outperformed the market. The company’s one-year return stands at 51.42%, well above the S&P 500’s 12.45%. Over the past three years, INSM surged 396.44%, dwarfing the S&P 500’s 54.54% rise.

Investors are now awaiting updates from the upcoming earnings release expected between August 6 and August 11, 2025, as Insmed charts its next steps in developing TPIP.

 

The post Insmed Incorporated ($INSM) Stock: Soars Over 28% on Strong Mid-Stage Trial Results for Hypertension Drug appeared first on CoinCentral.