Head to Head Survey: Gemini Therapeutics (NASDAQ:GMTX) and Insmed (NASDAQ:INSM)

Insmed (NASDAQ:INSM) and Gemini Therapeutics (NASDAQ:GMTX) are both medical companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, risk, analyst recommendations, earnings, valuation, profitability and dividends.

Profitability

This table compares Insmed and Gemini Therapeutics’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Insmed	-236.74%	N/A	-56.78%
Gemini Therapeutics	N/A	-38.78%	-35.88%

Analyst Ratings

This is a breakdown of recent recommendations and price targets for Insmed and Gemini Therapeutics, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Insmed	0	0	16	0	3.00
Gemini Therapeutics	0	0	0	0	N/A

Insmed currently has a consensus target price of $74.50, indicating a potential upside of 2.50%. Given Insmed’s higher possible upside, equities research analysts clearly believe Insmed is more favorable than Gemini Therapeutics.

Earnings & Valuation

This table compares Insmed and Gemini Therapeutics’ gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Insmed	$315.49 million	34.23	-$749.57 million	($5.23)	-13.90
Gemini Therapeutics	N/A	N/A	-$71.87 million	($1.00)	-42.11

Gemini Therapeutics has lower revenue, but higher earnings than Insmed. Gemini Therapeutics is trading at a lower price-to-earnings ratio than Insmed, indicating that it is currently the more affordable of the two stocks.

Risk and Volatility

Insmed has a beta of 1.16, meaning that its share price is 16% more volatile than the S&P 500. Comparatively, Gemini Therapeutics has a beta of -0.12, meaning that its share price is 112% less volatile than the S&P 500.

Institutional & Insider Ownership

75.4% of Gemini Therapeutics shares are owned by institutional investors. 4.6% of Insmed shares are owned by insiders. Comparatively, 12.9% of Gemini Therapeutics shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

About Insmed

Insmed Incorporated is a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases. Insmed’s first commercial product is ARIKAYCE® (amikacin liposome inhalation suspension), which is approved in the United States for the treatment of Mycobacterium avium complex (MAC) lung disease as part of a combination antibacterial drug regimen for adult patients with limited or no alternative treatment options. MAC lung disease is a rare and often chronic infection that can cause irreversible lung damage and can be fatal. Insmed’s earlier-stage clinical pipeline includes INS1007, a novel oral reversible inhibitor of dipeptidyl peptidase 1 with therapeutic potential in non-cystic fibrosis bronchiectasis and other inflammatory diseases, and INS1009, an inhaled formulation of a treprostinil prodrug that may offer a differentiated product profile for rare pulmonary disorders, including pulmonary arterial hypertension.

About Gemini Therapeutics

Gemini Therapeutics, Inc., a clinical stage precision medicine company, engages in developing various therapeutic compounds for treating genetically defined age-related macular degeneration (AMD). Its lead candidate is GEM103, a recombinant form of the human complement factor H protein to treat dry AMD patients. The company also develops GEM307 for treatment of systemic diseases. Gemini Therapeutics, Inc. was founded in 2015 and is headquartered in Cambridge, Massachusetts.