Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$22.4B
217M shares
52-week range
$90.39 – $212.75
14% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
Borrow rate
0.34%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $9.8M | $136.5M | $164.4M | $188.5M | $245.4M | $305.2M | $363.7M | $606.4M |
| Cost of revenue | $2.4M | $24.2M | $39.9M | $44.2M | $55.1M | $65.6M | $85.7M | $124.9M |
| Gross profit | $7.4M | $112.3M | $124.5M | $144.3M | $190.2M | $239.6M | $278.0M | $481.5M |
| Gross margin | 75.4% | 82.3% | 75.7% | 76.6% | 77.5% | 78.5% | 76.4% | 79.4% |
| R&D | $145.3M | $131.7M | $181.2M | $272.7M | $397.5M | $571.0M | $598.4M | $771.1M |
| Operating income | −$307.3M | −$235.2M | −$265.2M | −$375.1M | −$457.3M | −$709.6M | −$878.3M | −$1.18B |
| EBITDA | −$295.2M | −$217.1M | −$250.4M | −$383.6M | −$447.4M | −$660.2M | −$818.8M | −$1.17B |
| Net income | −$324.3M | −$254.3M | −$294.1M | −$434.7M | −$481.5M | −$749.6M | −$913.8M | −$1.28B |
| Net margin | -3297.2% | -186.4% | -178.9% | -230.6% | -196.3% | -245.6% | -251.2% | -210.5% |
| EPS (diluted) | -4.22 | -3.01 | -3.01 | -3.88 | -3.91 | -5.34 | -5.57 | -6.41 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $1.7B | $-2.70 | $-4.39–$-1.95 | 15 |
| 2027 | $2.7B | $0.35 | $-0.25–$0.97 | 15 |
| 2028 | $3.7B | $3.34 | $0.55–$6.59 | 17 |
| 2029 | $4.9B | $7.01 | $5.78–$7.84 | 13 |
Forward consensus · source: Financial Modeling Prep
Insmed Inc is a biopharmaceutical company. Its commercial portfolio and clinical pipeline are organized around three therapeutic areas: Respiratory, Immunology and Inflammation, and Neuro and Other Rare. The company's two commercial products, Arikayce and Brinsupri, are both part of the Respiratory therapeutic area. The firm's clinical-stage programs are TPIP, INS1148, brensocatib, and INS1201, focusing on different therapeutic areas. Additionally, Insmed's pre-clinical research programs encompass various technologies and modalities, including gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue. Geographically, the company generates maximum revenue from the United States from the sale of its commercial products.
www.insmed.comNo one on the platform currently holds INSM.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 295,579 | $48.3M |
| Renaissance Technologiesas of 2026-03-31 | 20,300 | $3.3M |
| Execution date | Ratio |
|---|---|
| 2011-03-03 | 1-for-10reverse |
No one on the platform has traded INSM yet.
| $28.9B |
| — |
| HLNHaleon plc | $9.34 | +0.05% | $41.2B | — |
| HUMHumana Inc. | $395.72 | +1.75% | $47.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Trading at 43.6× sales vs its 16.3× historical median P/S.
Fair value ≈ $40.17 · price $107.45 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$LQDA actually comes to mind here after judge ruling (barring any left field scenarios) $INSM $UTHR longs bashing & doing best to bring it down, but Yutrepia's tolerability leading to increased efficacy speaks for itself
View on StockTwits ↗In Seach of Value: Biotech: $INSM $155 $BBIO $100 $IDYA $50 $PRAX $700 This biotech list reflects ongoing market interest in the re-rating of innovation-driven drug development. INSM, BBIO, IDYA, and PRAX are all classic clinical-stage biotech companies, where the core thesis is not current earnings, but future valuation expansion driven by clinical data and pipeline execution. Key factors in biotech investing: 👉 Strength and consistency of clinical data 👉 Differentiation of the pipeline 👉 Clear and achievable commercialization path This sector is highly volatile, but successful clinical or regulatory breakthroughs can lead to significant valuation upside. Unlike AI or semiconductors, biotech is not a linear growth story—it is an event-driven sector where key milestones define outcomes. Do you prefer more established commercial names like INSM, or higher-beta clinical-stage plays like PRAX? Let’s discuss
View on StockTwits ↗$INSM do you expect another leg down or is it here good place to enter?
View on StockTwits ↗$INSM Insmed Incorporated (INSM) has fallen sharply, but analysts still see major upside. With 67 hedge fund holders, BRINSUPRI potential, ARIKAYCE expansion hopes, and TPIP pipeline progress, this rare disease biotech stock may be far from finished. https://biotechhealthx.com/biotech-news/could-insmed-insm-be-a-smart-biotech-stock-to-watch-right-now/
View on StockTwits ↗$DXCM $GEHC $INSM $NTRA $VEEV From obesity drugs and genetic testing to glucose biosensors, cloud imaging, and surgical tools, these 10 AI healthcare stocks show how artificial intelligence is reshaping patient care, diagnostics, drug research, and medical technology. https://biotechhealthx.com/biotech-news/top-10-ai-powered-healthcare-stocks-that-can-make-you-rich/
View on StockTwits ↗$INSM Morgan Stanley is pounding the table this morning. Scripts are coming in ahead of expectations, and full year revenue is on track to break 1.6 Billion.
View on StockTwits ↗$INSM https://www.globenewswire.com/news-release/2026/06/25/3317322/0/en/embarc-announces-its-intention-to-collaborate-with-insmed-on-landmark-interventional-study-evaluating-disease-modification-potential-of-brensocatib-in-bronchiectasis.html
View on StockTwits ↗$TNXP $NUVB $KALV $INSM Brother… the SEC is too slow. I invest long for a reason. Maybe i will start “playing” the stocks… i have a few I REALLY want to short 🤫
View on StockTwits ↗$CMPS updated chart: It did not close under the 10ema for a couple months on the last run… and it has potentially regained it today. The low of the day was right on it after closing above 4 days ago… It might still be forming a base and need more time, but this could be the start of a new uptrend, cause IMO money is rotating into Biotech, which is one of the top near term sectors that will benefit significantly from the growth of AI… and many biotech stocks have been forming bottom and continuation bases = institutions accumulating  Compass has the potential to be a BIG one. The White House is pushing psychedelics and no one else is closer + Compass potential is massive and not fairly represented in this $1.7b valuation imo + Robert F Kennedy is pro psychedelics If they all want psychedelics approved for veterans etc it’s gonna get approved imo. There’s no significant side effects so what is the risk if it’s working with so many peeps?… and approval could happen as soon as this year I have already posted charts for $IOVA $AUPH $INSM $FDMT … heres 3 screenshots, i included XBI to show the sector base breakout + some key DD...
View on StockTwits ↗$INSM weekly chart: with the sector heating up this one could be bottomed here Wall Street analysts overwhelmingly rate Insmed as a Strong Buy or Buy. Out of roughly 25 major brokerages covering the stock, the consensus average sits near $200.00, implying significant upside
View on StockTwits ↗Commercial-stage non-oncology focused bio revenue multiples as of 6/22/26 (estimates are dated as of 6/12/26). We believe the subject bios make a decent peer group to guesstimate potential (up & down). $ARDX is up 10% the last 5 days (and more so from last month lows) but still trades at the lowest multiple in the peer group. Some investors believe Xphozah will never get a market multiple due to reimbursement related uncertainties. It does not appear Ibsrela (same API) has the same issue in IBS-C. 75% of FY25 sales were Ibsrela. $ACAD trades at the 2nd lowest 5-year multiple in the peer group. ACAD also has a major inflection point in Aug - Oct with a Phase 2 Alzheimers read $BCRX was rumored to be a M&A candidate. Recall the last 9 exits were priced at 0.68 t0 1.02X 5-year sales $TVTX is a textbook example of how a bio in this peer group can catch up to peer multiples (after the FSGS label expansion). $INSM is off 50%+ since Q425 This is not investment advice. We're just sharing analysis
View on StockTwits ↗ALL OF THESE STOCKS ARE ABOUT TO BE REMOVED FROM THE NASDAQ 100 Charter Communications $CHTR Cognizant $CTSH Insmed $INSM Verisk Analytics $VRSK Zscaler $ZS The five companies going out: Cabling/telecom, IT Services, biotech, data analytics, cybersecurity
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.