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 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
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
10 analyst ratings
HC Wainwright & Co. Andrew Fein 29% 1-year accuracy 102 / 355 met price target | 31%upside $90 | Buy Reiterated | 22 Apr 2025 |
B of A Securities Jason Zemansky 60% 1-year accuracy 6 / 10 met price target | 40%upside $96 | Buy Maintained | 20 Mar 2025 |
RBC Capital Leonid Timashev 17% 1-year accuracy 7 / 41 met price target | 45%upside $100 | Outperform Reiterated | 19 Mar 2025 |
UBS Trung Huynh 13% 1-year accuracy 1 / 8 met price target | 60%upside $110 | Buy Maintained | 6 Mar 2025 |
Guggenheim Vamil Divan 31% 1-year accuracy 9 / 29 met price target | 47%upside $101 | Buy Reiterated | 25 Feb 2025 |
Financial journalist opinion
Based on 5 articles about INSM published over the past 30 days









