InsmedINSM
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
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
77% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 43
63% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 112
15% more capital invested
Capital invested by funds: $11.8B [Q2] → $13.6B (+$1.78B) [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]
1.08% less ownership
Funds ownership: 109.55% [Q2] → 108.47% (-1.08%) [Q3]
35% less call options, than puts
Call options by funds: $173M | Put options by funds: $268M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
JP Morgan Jessica Fye 50% 1-year accuracy 20 / 40 met price target | 18%upside $83 | Overweight Maintained | 22 Nov 2024 |
Truist Securities Nicole Germino 56% 1-year accuracy 5 / 9 met price target | 49%upside $105 | Buy Reiterated | 1 Nov 2024 |
HC Wainwright & Co. Andrew Fein 32% 1-year accuracy 105 / 327 met price target | 28%upside $90 | Buy Reiterated | 1 Nov 2024 |
B of A Securities Jason Zemansky 73% 1-year accuracy 8 / 11 met price target | 22%upside $86 | Buy Maintained | 9 Oct 2024 |
Financial journalist opinion
