InsmedINSM
INSM
About: Insmed Inc is a global 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. The company's earlier-stage clinical pipeline includes Brensocatib, a novel oral reversible inhibitor of dipeptidyl peptidase 1 with therapeutic potential in non-cystic fibrosis bronchiectasis and other inflammatory diseases; and INS1009, an inhaled formulation of a treprostinil prodrug that may offer a differentiated product profile for pulmonary arterial hypertension.
Employees: 912
0
Funds holding %
of 6,823 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
95% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 39
63% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 112
15% more capital invested
Capital invested by funds: $12B [Q2] → $13.9B (+$1.82B) [Q3]
9% more funds holding
Funds holding: 376 [Q2] → 409 (+33) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 27 [Q2] → 27 (+0) [Q3]
0.98% less ownership
Funds ownership: 111.37% [Q2] → 110.39% (-0.98%) [Q3]
35% less call options, than puts
Call options by funds: $176M | Put options by funds: $270M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$83
14%
upside
Avg. target
$93
28%
upside
High target
$105
45%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
JP Morgan Jessica Fye 47% 1-year accuracy 18 / 38 met price target | 14%upside $83 | Overweight Maintained | 22 Nov 2024 |
Truist Securities Nicole Germino 56% 1-year accuracy 5 / 9 met price target | 45%upside $105 | Buy Reiterated | 1 Nov 2024 |
HC Wainwright & Co. Andrew Fein 32% 1-year accuracy 109 / 339 met price target | 24%upside $90 | Buy Reiterated | 1 Nov 2024 |
Financial journalist opinion
Based on 5 articles about INSM published over the past 30 days
Neutral
Benzinga
1 week ago
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
Neutral
PRNewsWire
1 week ago
Insmed Provides Business Update at 43rd Annual J.P. Morgan Healthcare Conference
--ARIKAYCE® (amikacin liposome inhalation suspension) Exceeds the Upper End of Guidance Range for Full-Year 2024 with Unaudited Global Revenues of Approximately $363.7 Million-- --2025 Global ARIKAYCE Revenues Expected to be Between $405 Million and $425 Million, Reflecting Continued Double-Digit Growth Compared to 2024-- --NDA for Brensocatib in Bronchiectasis Submitted to FDA in December 2024, Narrowing the Timing for Expected U.S. Launch to the Third Quarter of 2025, Pending Approval Under Priority Review-- --Enrollment for Phase 2 Study of TPIP in Patients with PAH Completed in December 2024; Expected Timing for Topline Data Moved Forward to Mid-2025-- --Phase 3 ENCORE Trial for ARIKAYCE in Patients with Newly Diagnosed or Recurrent MAC Lung Disease Fully Enrolled; Topline Data Anticipated in First Quarter of 2026-- --IND Cleared for Insmed's First Gene Therapy (INS1201) for Patients with DMD; First Patient Dosing Anticipated in the First Half of 2025-- BRIDGEWATER, N.J. , Jan. 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 provided an update on the Company's commercial and clinical programs and its outlook for 2025.
Neutral
PRNewsWire
2 weeks ago
Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4)
BRIDGEWATER, N.J. , Jan. 3, 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 19 new employees.
Neutral
PRNewsWire
2 weeks ago
Insmed To Present at the 43rd Annual J.P. Morgan Healthcare Conference
BRIDGEWATER, N.J. , Jan. 2, 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 43rd Annual J.P.
Positive
Zacks Investment Research
4 weeks ago
5 Biotech Breakthrough Stocks to Watch in 2025
After a decent first half, the drug and biotech sector saw a major downturn in the second half due to disappointing third-quarter sales and profits, guidance cuts, pipeline setbacks and the appointment of Robert F. Kennedy Jr., a vaccine skeptic, as the head of Health and Human Services.
Neutral
PRNewsWire
1 month ago
Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4)
BRIDGEWATER, N.J. , Dec. 6, 2024 /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 30 new employees.
Neutral
PRNewsWire
1 month ago
Insmed To Present at December 2024 Investor Conferences
BRIDGEWATER, N.J. , Dec. 2, 2024 /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 following investor conferences: Evercore ISI HealthCONx Conference in Coral Gables, Florida, on Wednesday, December 4, 2024, at 11:15 a.m.
Positive
Seeking Alpha
2 months ago
Insmed: PAH Treatment Advancement With 2nd Half 2025 Top-Line Data
Insmed Incorporated's ARIKAYCE, approved for MAC lung disease, achieved strong revenue growth in Q3 of 2024 and potential for expanded FDA approval, boosting its market opportunity. Brensocatib's NDA filing for bronchiectasis is expected in Q4 2024 and could lead to a U.S. launch by mid-2025. Top-line results from the phase 2b study, using TPIP for the treatment of patients with PAH, expected in the 2nd half of 2025.
Neutral
Benzinga
2 months ago
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
Neutral
PRNewsWire
2 months ago
Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4)
BRIDGEWATER, N.J. , Nov. 7, 2024 /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 27 new employees.
Charts implemented using Lightweight Charts™