Insmed
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 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. 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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
154% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 52
39% more capital invested
Capital invested by funds: $15.2B [Q1] → $21.1B (+$5.98B) [Q2]
17% more funds holding
Funds holding: 435 [Q1] → 511 (+76) [Q2]
6% more funds holding in top 10
Funds holding in top 10: 31 [Q1] → 33 (+2) [Q2]
6.19% more ownership
Funds ownership: 109.31% [Q1] → 115.5% (+6.19%) [Q2]
14% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 188
16% less call options, than puts
Call options by funds: $300M | Put options by funds: $356M
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
Guggenheim
Vamil Divan
|
$172
|
Buy
Maintained
|
8 Sep 2025 |
Wells Fargo
Tiago Fauth
|
$171
|
Overweight
Maintained
|
3 Sep 2025 |
Morgan Stanley
Maxwell Skor
|
$144
|
Equal-Weight
Maintained
|
21 Aug 2025 |
JP Morgan
Jessica Fye
|
$135
|
Overweight
Maintained
|
20 Aug 2025 |
Truist Securities
Nicole Germino
|
$139
|
Buy
Maintained
|
14 Aug 2025 |
Stifel
Stephen Willey
|
$145
|
Buy
Maintained
|
14 Aug 2025 |
HC Wainwright & Co.
Andrew S. Fein
|
$240
|
Buy
Maintained
|
13 Aug 2025 |
UBS
Trung Huynh
|
$140
|
Buy
Maintained
|
13 Aug 2025 |
RBC Capital
Leonid Timashev
|
$138
|
Outperform
Maintained
|
13 Aug 2025 |
Goldman Sachs
Andrea Tan
|
$142
|
Buy
Maintained
|
13 Aug 2025 |
Morgan Stanley
Matthew Harrison
|
$126
|
Equal-Weight
Downgraded
|
13 Aug 2025 |
Mizuho
Graig Suvannavejh
|
$165
|
Outperform
Maintained
|
13 Aug 2025 |
Jefferies
Kelly Shi
|
$148
|
Buy
Maintained
|
13 Aug 2025 |
Financial journalist opinion
Based on 6 articles about INSM published over the past 30 days