InsmedINSM
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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
23% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 149
14% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 49
14% more capital invested
Capital invested by funds: $13.3B [Q4 2024] → $15.2B (+$1.87B) [Q1 2025]
7% more funds holding in top 10
Funds holding in top 10: 29 [Q4 2024] → 31 (+2) [Q1 2025]
1.68% more ownership
Funds ownership: 107.61% [Q4 2024] → 109.29% (+1.68%) [Q1 2025]
0% more funds holding
Funds holding: 434 [Q4 2024] → 434 (+0) [Q1 2025]
50% less call options, than puts
Call options by funds: $73M | Put options by funds: $145M
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Wells Fargo Tiago Fauth | 21%upside $130 | Overweight Maintained | 22 Jul 2025 |
Morgan Stanley Matthew Harrison | 1%upside $108 | Overweight Maintained | 17 Jul 2025 |
JP Morgan Jessica Fye | 4%upside $111 | Overweight Maintained | 8 Jul 2025 |
Goldman Sachs Andrea Tan | 5%upside $112 | Buy Maintained | 11 Jun 2025 |
Mizuho Graig Suvannavejh | 3%upside $110 | Outperform Maintained | 11 Jun 2025 |
Financial journalist opinion
Based on 3 articles about INSM published over the past 30 days









