Insmed Incorporated 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 refractory nontuberculous mycobacterial lung infections, as well as is in phase 3 clinical trial for the treatment of mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen …
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Insmed Incorporated ranks #235 of 713
scored companies in Biotechnology by moat score — the top 33%.
The widest moat in the group is Royalty Pharma plc (RPRX)
at 85/100.
Moat scores for companies ranked near INSM in Biotechnology
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 63
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 76
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 10
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 60
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 49
· 15% of the moat score
Scale matters only when it converts into economics.
Insmed Incorporated (INSM) scores 51 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #235 of 713 scored companies in Biotechnology, the top 33%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 712 companies in Biotechnology. Its strongest defense is Customer Stickiness (76/100) and its weakest is Capital Efficiency (10/100).
How does Insmed Incorporated compare with other Biotechnology companies?
Insmed Incorporated ranks #235 of 713 scored companies in Biotechnology by moat score. The widest moat in Biotechnology is Royalty Pharma plc (RPRX) at 85/100. The companies ranked closest are Enliven Therapeutics, Inc. (ELVN) at 51 just above it and Carisma Therapeutics, Inc. (CARM) at 50 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 712 companies in Biotechnology. The defenses are then weighted to produce the overall score out of 100.
Why is Insmed Incorporated scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Insmed Incorporated?
The Corporate Default template measures 6 defenses, and INSM scores: Pricing Power (53), Cost Advantage (63), Customer Stickiness (76), Capital Efficiency (10), Resilience (60), Scale & Market Position (49). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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