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 7,202 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
23% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 147
14% more capital invested
Capital invested by funds: $13.3B [Q4 2024] → $15.1B (+$1.82B) [Q1 2025]
12% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 49
7% more funds holding in top 10
Funds holding in top 10: 29 [Q4 2024] → 31 (+2) [Q1 2025]
1.31% more ownership
Funds ownership: 107.6% [Q4 2024] → 108.91% (+1.31%) [Q1 2025]
1% less funds holding
Funds holding: 433 [Q4 2024] → 429 (-4) [Q1 2025]
50% less call options, than puts
Call options by funds: $73M | Put options by funds: $145M
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$90
31%
upside
Avg. target
$101
47%
upside
High target
$109
59%
upside
8 analyst ratings
8 positive
100%
0 neutral
0%
0 negative
0%
Jefferies Kelly Shi | 53%upside $105 | Buy Initiated | 13 May 2025 |
UBS Trung Huynh | 59%upside $109 | Buy Maintained | 9 May 2025 |
HC Wainwright & Co. Andrew Fein | 31%upside $90 | Buy Reiterated | 22 Apr 2025 |
B of A Securities Jason Zemansky | 40%upside $96 | Buy Maintained | 20 Mar 2025 |
RBC Capital Leonid Timashev | 46%upside $100 | Outperform Reiterated | 19 Mar 2025 |
Financial journalist opinion
Based on 12 articles about INSM published over the past 30 days
Neutral
Zacks Investment Research
1 week ago
Unlocking Insmed (INSM) International Revenues: Trends, Surprises, and Prospects
Examine the evolution of Insmed's (INSM) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
Neutral
Zacks Investment Research
1 week ago
Insmed's Q1 Loss Wider Than Expected, Sales Match Estimates
INSM posts wider-than-expected loss in the first quarter. It reiterates the 2025 sales outlook for Arikayce in the range of $405-$425 million.
Neutral
Seeking Alpha
1 week ago
Insmed Incorporated (INSM) Q1 2025 Earnings Call Transcript
Insmed Incorporated (NASDAQ:INSM ) Q1 2025 Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Bryan Dunn - Investor Relations Will Lewis - Chair and Chief Executive Officer Sara Bonstein - Chief Financial Officer Martina Flammer - Chief Medical Officer Conference Call Participants Andrea Newkirk - Goldman Sachs Jason Zemansky - Bank of America Nick Lenard - JPMorgan Joe Schwartz - Leerink Partners Ritu Baral - TD Cowen Jennifer Kim - Cantor Fitzgerald Liisa Bayko - Evercore Graig Suvannavejh - Mizuho Securities Leonid Timashev - RBC Nicole Germino - Truist Securities Maxwell Skor - Morgan Stanley Trung Huynh - UBS Emma Gutstein - Wolfe Research Operator Thank you for standing-by. My name is Amy, and I will be your conference operator for today.
Negative
Zacks Investment Research
1 week ago
Insmed (INSM) Reports Q1 Loss, Tops Revenue Estimates
Insmed (INSM) came out with a quarterly loss of $1.42 per share versus the Zacks Consensus Estimate of a loss of $1.36. This compares to loss of $1.06 per share a year ago.
Neutral
PRNewsWire
1 week ago
Insmed Reports First-Quarter 2025 Financial Results and Provides Business Update
—ARIKAYCE® (amikacin liposome inhalation suspension) Total Revenue of $92.8 Million for the First Quarter of 2025, Reflecting 23% Growth Over the First Quarter of 2024— —NDA for Brensocatib in Patients with Bronchiectasis Remains on Track, with a PDUFA Target Action Date of August 12, 2025— —Phase 2b Study of TPIP in Patients with PAH Completed; Topline Data Expected in June 2025— —Enrollment Completed for Phase 2b BiRCh Study of Brensocatib in Patients with CRSsNP; Topline Data Anticipated By the End of 2025— —MAA Filings for Brensocatib in Patients with Bronchiectasis Accepted by EMA and MHRA— —Company Reiterates 2025 Global ARIKAYCE Revenue Guidance Range of $405 Million to $425 Million, Reflecting Double-Digit Growth Compared to 2024— BRIDGEWATER, N.J. , May 8, 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 reported financial results for the first quarter ended March 31, 2025 and provided a business update.
Negative
Zacks Investment Research
2 weeks ago
Earnings Preview: Insmed (INSM) Q1 Earnings Expected to Decline
Insmed (INSM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Seeking Alpha
3 weeks 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
3 weeks 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
3 weeks 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
3 weeks 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.
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