InsmedINSM
INSM
About: Insmed Inc is a biopharmaceutical company transforming the lives of patients with serious and rare diseases. The company's first commercial product is ARIKAYCE (amikacin liposome inhalation suspension), approved in the US 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. It is also developing Brensocatib, an oral reversible dipeptidyl peptidase 1 inhibitor for bronchiectasis and other neutrophil-mediated diseases, and Treprostinil Palmitil Inhalation Powder, an inhaled treprostinil prodrug for pulmonary hypertension linked to interstitial lung disease and pulmonary arterial hypertension.
Employees: 1,271
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 10 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
66% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 44
26% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 141
20% more call options, than puts
Call options by funds: $235M | Put options by funds: $197M
7% more funds holding in top 10
Funds holding in top 10: 27 [Q3] → 29 (+2) [Q4]
5% more funds holding
Funds holding: 409 [Q3] → 431 (+22) [Q4]
0.84% less ownership
Funds ownership: 108.44% [Q3] → 107.6% (-0.84%) [Q4]
2% less capital invested
Capital invested by funds: $13.6B [Q3] → $13.3B (-$318M) [Q4]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$90
25%
upside
Avg. target
$99
38%
upside
High target
$110
53%
upside
10 analyst ratings
10 positive
100%
0 neutral
0%
0 negative
0%
HC Wainwright & Co. Andrew Fein 32% 1-year accuracy 113 / 354 met price target | 25%upside $90 | Buy Reiterated | 22 Apr 2025 |
B of A Securities Jason Zemansky 50% 1-year accuracy 5 / 10 met price target | 33%upside $96 | Buy Maintained | 20 Mar 2025 |
RBC Capital Leonid Timashev 21% 1-year accuracy 9 / 42 met price target | 39%upside $100 | Outperform Reiterated | 19 Mar 2025 |
UBS Trung Huynh 25% 1-year accuracy 2 / 8 met price target | 53%upside $110 | Buy Maintained | 6 Mar 2025 |
Guggenheim Vamil Divan 40% 1-year accuracy 12 / 30 met price target | 40%upside $101 | Buy Reiterated | 25 Feb 2025 |
Financial journalist opinion
Based on 6 articles about INSM published over the past 30 days
Positive
Seeking Alpha
1 day ago
Baron Health Care Fund Q1 2025 Top Contributors And Detractors
Boston Scientific's shares rose due to strong market growth, innovative products like pulsed field ablation, and disciplined cost management, driving double-digit EPS growth. Vertex Pharmaceuticals saw increased investor confidence in its cystic fibrosis franchise and evolving pipeline, including promising non-opioid pain treatments and kidney disease drugs. UnitedHealth Group's shares gained as 2024 headwinds subsided, Medicare Advantage rates improved, and higher-margin Optum segments grew, insulating it from tariff impacts.
Neutral
PRNewsWire
1 day ago
Insmed To Present at the BofA Securities 2025 Health Care Conference
BRIDGEWATER, N.J. , April 29, 2025 /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 management will present at the BofA Securities 2025 Health Care Conference in Las Vegas on Tuesday, May 13, 2025, at 2:20 p.m.
Positive
Seeking Alpha
5 days ago
Insmed: Poised For Transformation Beyond ARIKAYCE
Insmed's future hinges on the development and launch of its pipeline, particularly brensocatib, despite current financial losses due to strategic investments. Brensocatib shows promising Phase 3 results for non-cystic fibrosis bronchiectasis, with a potential FDA approval by August 2025, highlighting a significant market opportunity. Insmed's diversified pipeline, including TPIP and INS1201, reduces reliance on a single product and enhances long-term growth prospects.
Neutral
PRNewsWire
6 days ago
Insmed Announces Redemption of all $569.5 Million of Remaining Outstanding 0.75% Convertible Senior Notes Due 2028
BRIDGEWATER, N.J. , April 24, 2025 /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 it has called all $569.5 million aggregate principal amount of its remaining outstanding 0.75% Convertible Senior Notes Due 2028 (the "Notes") (CUSIP No.
Neutral
PRNewsWire
1 week ago
New England Journal of Medicine Publishes Positive Results from Insmed's Pivotal Phase 3 ASPEN Study of Brensocatib in Patients with Bronchiectasis
—Largest Global Clinical Trial Ever Conducted in Bronchiectasis Demonstrates Statistically Significant and Clinically Meaningful Reduction in Frequency of Pulmonary Exacerbations Versus Placebo— —Brensocatib 25 mg is the First Investigational Therapy for Bronchiectasis to Show a Statistically Significant Reduction in the Rate of Lung Function Decline— —Brensocatib is Currently Under Priority Review with the U.S. Food and Drug Administration— BRIDGEWATER, N.J. , April 23, 2025 /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 positive results from the pivotal phase 3 ASPEN study of brensocatib in patients with non-cystic fibrosis bronchiectasis were published in the New England Journal of Medicine (NEJM).
Neutral
PRNewsWire
1 week ago
Insmed to Host First-Quarter 2025 Financial Results Conference Call on Thursday, May 8, 2025
BRIDGEWATER, N.J. , April 23, 2025 /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 it will release its first-quarter 2025 financial results on Thursday, May 8, 2025.
Neutral
Market Watch
1 month ago
Biotech stocks have been hit hard. Why they're a great value now.
Biotech is one of the U.S. stock market's most unloved sectors. But several indicators suggest that a bottom in sentiment could be near, and that's normally a good time to buy.
Neutral
PRNewsWire
1 month ago
Insmed to Present 11 Abstracts from Across Its Respiratory Portfolio at the American Thoracic Society 2025 International Conference
—New Analyses from the Phase 3 ASPEN Study Examining Efficacy and Safety of Brensocatib Across a Variety of Prespecified Subgroups— —Data from ASPEN Post-hoc Analysis Evaluating Changes in Lung Function in Bronchiectasis Patients Who Did or Did Not Experience Pulmonary Exacerbations in the Trial— — Data on Health Status Improvements Over Time Following Culture Conversion in Patients with Mycobacterium Avium Complex (MAC) Lung Disease— BRIDGEWATER, N.J. , March 25, 2025 /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 it will present 11 abstracts from across its respiratory portfolio at the American Thoracic Society (ATS) 2025 International Conference, taking place May 18-21, 2025, in San Francisco.
Neutral
PRNewsWire
1 month ago
Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4)
BRIDGEWATER, N.J. , March 10, 2025 /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 the granting of inducement awards to 18 new employees.
Positive
Benzinga
2 months ago
Lung Disease-Focused Insmed 'Is An Attractive Midcap Biotech,' Analyst Says
RBC Capital Markets has initiated coverage on Insmed Inc INSM, citing brensocatib's launch momentum.
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