Insmed

INSM

Valor de mercado US$ 21 bi

—Insmed's Largest Parallel-Running Clinical Effort to Date With Four Pivotal Phase 3 Studies Advancing Across Four Progressive Pulmonary Diseases: PALM-PAH, PALM-ILD, PALM-PPF, and PALM-IPF— —One of the Broadest Active Global Clinical Programs in the Pulmonary Space, With the Potential to Redefine Prostanoid Therapy for These Patient Populations— BRIDGEWATER, N.J., Oct. 15, 2026 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, will feature the global PALM Clinical Development Program at the American College of Chest Physicians® Annual Meeting 2026 (CHEST 2026), which is investigating treprostinil palmitil inhalation powder (TPIP) in a range of serious pulmonary diseases.

—Three Late-Breaking Abstracts at CHEST 2026 Deepen Understanding of the Potential of Treprostinil Palmitil Inhalation Powder (TPIP) Across Pulmonary Arterial Hypertension (PAH) and Pulmonary Hypertension Associated With Interstitial Lung Disease (PH-ILD)— —New Analysis From the Phase 3 ASPEN Study at CHEST 2026 Provides Additional Insights on Bronchiectasis Management— —Phase 3b ENCORE Study Findings at IDWeek 2026 Examine Amikacin and Macrolide Resistance Development in Patients With Newly Diagnosed Mycobacterium avium Complex (MAC) Lung Disease— BRIDGEWATER, N.J., Oct. 14, 2026 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced new data from its respiratory portfolio will be presented at the American College of Chest Physicians® Annual Meeting 2026 (CHEST 2026), taking place Oct. 18–21 in Phoenix, and IDWeek 2026, taking place Oct. 21–24 in Washington, D.C.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Insmed shares slide after CFO Sara Bonstein's surprise exit, though the company reaffirms 2026 revenue guidance for Brinsupri and Arikayce.

Insmed Inc. (NASDAQ:INSM) shares are trading lower by almost 7% on Monday as traders digest a CFO transition update alongside a slightly softer risk tone.

— Sara Bonstein Will Step Down as CFO on October 30 After Nearly Seven Years of Dedicated Leadership — — Company Reaffirms Full-Year 2026 Financial Guidance — — Company Announces Third-Quarter 2026 Financial Results Conference Call to Be Held on Thursday, October 29, 2026 — BRIDGEWATER, N.J., Oct. 5, 2026 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced that Sara Bonstein will step down as Chief Financial Officer (CFO).

The healthcare sector has performed fairly well so far in 2026 due to several factors: GLP-1 medications continue to drive new business and interest, while groundbreaking AI applications help enhance and accelerate the drug discovery process. On top of that, potential mergers and acquisitions activity, as big pharmaceutical companies face a major patent cliff, could provide opportunities for new firms to stand out.

INSM's Arikayce label expansion gets FDA priority review, potentially broadening its use in newly diagnosed MAC lung disease.

Insmed is rated Buy, driven by Brinsupri's blockbuster launch and strong TPIP Phase 2b data. Brinsupri generated $517m in 1H 2026, faces minimal competition, and targets $7bn+ peak sales with COPD/asthma comorbidity upside. TPIP's Phase 2b results exceeded expectations; four Phase 3 indications could yield $6bn+ peak sales if approved.

—sNDA Under Review for Full Approval Is Based on Positive Results From Phase 3b ENCORE Study— —Full Approval Could Bring ARIKAYCE to Patients Earlier in Their Disease Course and Would Fulfill Post-Marketing Requirement From FDA—  BRIDGEWATER, N.J., Sept. 21, 2026 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced that the U.S. Food and Drug Administration (FDA) has accepted the Company's Supplemental New Drug Application (sNDA) for review of ARIKAYCE® (amikacin liposome inhalation suspension) for the treatment of Mycobacterium avium complex (MAC) lung disease as part of a combination antibacterial drug regimen.