Inside the research

Insmed Incorporated

INSM Research profile · latest available data

Price overview

$117.83

▼ -3.72 (-3.1%)

52w hi$211.41
52w lo$91.88
Vol2.67M
As of25 Sep 2026

The Verdict

Hold

Our score -0.18

Short-0.31
Medium+0.05
Long-0.36

computed 2026-09-27

Key fundamentals

Insmed Incorporated

Healthcare · Biotechnology

Market cap$25.73B
Enterprise value$25.31B
Forward P/E153.71x
EV / EBITDA-31.84x
P / S (ttm)22.62x
Profit margin-76.9%
Return on equity-87.2%
Revenue growth+296.1%
Debt / equity97.65

Layer Breakdown

LayerRawContribution
Fundamental-0.07
Sector+0.13
Technical+0.04
Earnings+0.00
Sentiment-0.42

macro × 1.00 · 2026-09-27

Business overview

Insmed Incorporated develops and commercializes therapies for patients with serious and rare diseases in the United States, Europe, Japan, and internationally. The company offers ARIKAYCE for the treatment of refractory nontuberculous mycobacterial lung infections, as well as is in phase 3 clinical trial for the treatment of mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients. It also develops brensocatib, an oral reversible inhibitor of dipeptidyl peptidase 1(DPP1) that is in phase 3 clinical trial for the treatment of bronchiectasis; and in phase 2 clinical trial for the treatment of chronic rhinosinusitis without nasal polyps and hidradenitis suppurativa. In addition, the company is developing treprostinil palmitil inhalation powder, an inhaled formulation of a treprostinil prodrug treprostinil palmitil, which is in phase 3 clinical trial for the treatment of pulmonary hypertension associated with interstitial lung disease; and phase 2 clinical trial for the treatment of pulmonary arterial hypertension. Further, it develops INS1201, a microdystrophin adeno-associated virus gene replacement therapy which is in phase 1 clinical trial for the treatment of Duchenne muscular dystrophy, as well as it is also developing pre-clinical research programs for gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue. In addition, it provides INS1148, monoclonal antibody targeting stem cell factor called SCF248 that is in phase-2 clinical trial for the treatment of interstitial lung disease, and asthma; and INS1202, an intrathecally delivered gene therapy which is in phase 1 of clinical trial for the treatment of amyotrophic lateral sclerosis. The company was founded in 1988 and is headquartered in Bridgewater, New Jersey.

United States · www.insmed.com

Risk Metrics

Beta vs SPX0.75
Corr SPX0.22
Annual vol55.7%
Annual ret+38.0%
Sharpe0.68
Max DD-56.5%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$207.60
High / Low$243.00 / $160.00
Median$210.00
Analysts20
Strong Buy4
Buy17
Hold0
Sell0
Strong Sell0

Recent rating actions

2026-05-08Wells Fargo→ Overweight
2026-05-08RBC Capital→ Outperform
2026-05-08Guggenheim→ Buy
2026-04-17Roth Capital→ Buy
2026-04-14RBC Capital→ Outperform
2026-04-01Barclays→ Overweight

Material Events

DateEvent8-K
2026-08-06Earnings Release, Exhibitsread
2026-07-16Reg FD Disclosure, Exhibitsread
2026-05-15Shareholder Voteread
2026-05-07Earnings Release, Exhibitsread
2026-04-07Reg FD Disclosure, Other Material Event…read
2026-03-23Reg FD Disclosure, Other Material Event…read
2026-02-19Earnings Release, Officer / Director Change…read
2026-01-09Reg FD Disclosure, Exhibitsread
2025-12-17Reg FD Disclosure, Other Material Event…read
2025-11-18Reg FD Disclosure, Other Material Event…read
2025-10-30Earnings Release, Exhibitsread
2025-08-12Reg FD Disclosure, Other Material Event…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-10Adsett RogerChief Operating OfficerSell239.85K$31.96M
2026-08-10Adsett RogerChief Operating OfficerOption exercise80.97K$2.47M
2026-08-10Adsett RogerChief Operating OfficerOption exercise76.60K$1.31M
2026-08-10Adsett RogerChief Operating OfficerOption exercise82.28K$1.12M
2026-08-06Flammer Martina M.D.Chief Medical OfficerOption exercise8.89K$229.76K
2026-08-06Flammer Martina M.D.Chief Medical OfficerSell8.89K$1.13M
2026-08-06Flammer Martina M.D.Chief Medical OfficerOption exercise18.28K$346.37K
2026-08-06Flammer Martina M.D.Chief Medical OfficerSell18.28K$2.37M
2026-07-23Lewis WilliamChair and CEOOption exercise4.44K$76.19K
2026-07-23Lewis WilliamChair and CEOOption exercise6.26K$190.68K

Flow & Concentration

Insider 180d net-$42.44M
Insider buys / sells0 / 18
Insider biasSellers
13F holders0
Top-5 share0.0%
HHI0 (—)

SEC Filings

DateFormDoc
2026-08-124view
2026-08-074view
2026-08-068-Kview
2026-08-0610-Qview
2026-07-244view
2026-07-168-Kview
2026-07-104view
2026-07-084view
2026-06-264view
2026-06-244view
2026-06-244view
2026-06-243view
2026-06-104view
2026-06-054view
2026-06-054view

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Revenue$606.42M+56.4%
Operating income-$709.63M—
Net income-$1.28B—
Cash from ops-$536.25M—

Indices

NASDAQ-100

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$121.87$122.90$115.87$117.832.67M
Sep 24$119.26$121.69$118.38$121.552.23M
Sep 23$121.58$122.65$116.74$118.341.92M
Sep 22$121.00$122.48$119.09$120.822.41M
Sep 21$123.06$124.48$120.92$121.001.81M

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →