INSM
Bearish signalScored 2026-09-14 Drivers: fundamentals. Moteurs : fondamentaux.
Research, not advice.
À propos
Insmed Incorporated
- Nom
- Insmed Incorporated
- Secteur
- Healthcare
- Industrie
- Biotechnology
- Bourse
- NASDAQ
- Capitalisation
- $20.4B
- Employés
- 1,664
- PDG
- William H. Lewis
- Site web
- https://www.insmed.com
- Marché
- AVLNLQDAPULMTBPHUTHR
Insmed Incorporated operates as a biopharmaceutical enterprise focused on creating and introducing medical solutions for individuals facing severe and uncommon health conditions. The company's marketed treatment, ARIKAYCE, is administered to adult patients suffering from Mycobacterium avium complex (MAC) lung disease, serving as a component of a broader antibacterial drug regimen. In its development pipeline, Insmed is advancing Brensocatib, an oral and reversible inhibitor targeting dipeptidyl peptidase 1, which is being investigated for its potential in treating bronchiectasis and other disorders mediated by neutrophils. Additionally, the firm is developing Treprostinil Palmitil Inhalation Powder, an inhaled version of the treprostinil palmitil prodrug, designed to address pulmonary arterial hypertension and various other rare lung ailments. Founded in 1988, Insmed Incorporated maintains its primary corporate offices in Bridgewater, New Jersey.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
VENTE TOTALE: 25 000 titres (~3 100 000,00 $ US)
- Insiders
- Brennan David R
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$37,429,983
Avg sell (VWAP, 90d window) $132.20 vs last close —
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
$2,365,173 of that total is under a Rule 10b5-1 plan. It is shown here and left out of the score.
- Last activity
- 2026-09-09
- Last synced
-
2026-09-15 09:49:47
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-09-09 | Brennan David R | Sell · S | 25,000 | $124.00 | $3,100,000 | Form 4 |
| 2026-08-10 | Adsett Roger | Sell · S | 239,850 | $133.27 | $31,964,810 | Form 4 |
| 2026-08-06 | Flammer Martina M.D. | Sell · S · 10b5-1 | 18,278 | $129.40 | $2,365,173 | Form 4 |
Sales marked 10b5-1 are scheduled in advance and don't count toward the Quorum score. Les ventes marquées 10b5-1 sont planifiées à l'avance et ne pèsent pas dans le score Quorum.
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-06-10 | Josh S. Gottheimer | Sale (Partial) | $1,001 - $15,000 |
| 2025-10-03 | Gilbert Ray Cisneros | Sale (Full) | $1,001 - $15,000 |
| 2025-09-22 | Gilbert Ray Cisneros | Sale (Partial) | $1,001 - $15,000 |
| 2025-08-08 | Gilbert Ray Cisneros | Sale (Partial) | $1,001 - $15,000 |
| 2025-07-07 | Gilbert Ray Cisneros | Sale | $1,001 - $15,000 |
| 2025-06-16 | Josh S. Gottheimer | Purchase | $1,001 - $15,000 |
| 2025-04-09 | Josh S. Gottheimer | Sale (Partial) | $1,001 - $15,000 |
| 2024-06-21 | Josh S. Gottheimer | Sale (Partial) | $1,001 - $15,000 |
| 2024-05-28 | Josh S. Gottheimer | Sale (Partial) | $1,001 - $15,000 |
| 2022-12-06 | Josh S. Gottheimer | Purchase | $1,001 - $15,000 |
Signal
Bearish signalScored 2026-09-14 Drivers: fundamentals. Moteurs : fondamentaux.
INSM presents a conflicted profile: while the BRINSUPRI launch catalyst and raised $7B+ peak sales guidance are genuinely encouraging, the underlying financials are severely distressed with a -210% net margin, negative…
The first sentence of the analysis written for INSM on 2026-09-14 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Pulls against a bullish reading. Selling cluster — sale value, no purchase value
- Congress Unavailable or mixed. No purchase disclosures in the stored window
- Narrative Unavailable or mixed. Stored narrative reading is in the neutral band
- Timing Unavailable or mixed. No stored price series
- Financial indicators Unavailable or mixed. Current ratio 3.83 · operating margin -194% — readings disagree
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 79.4% | 76.4% | 78.5% | 77.5% | 76.6% | |
| Ebit Margin | -195.9% | -228.2% | -219.8% | -186.5% | -211.1% | |
| Ebitda Margin | -193.2% | -225.1% | -216.3% | -182.3% | -203.6% | |
| Operating Profit Margin | -194.0% | -241.5% | -232.5% | -186.4% | -199.0% | |
| Pretax Profit Margin | -209.7% | -250.2% | -244.8% | -195.7% | -231.6% | |
| Continuous Operations Profit Margin | -210.5% | -251.2% | -245.6% | -196.3% | -230.6% | |
| Net Profit Margin | -210.5% | -251.2% | -245.6% | -196.3% | -230.6% | |
| Bottom Line Profit Margin | -210.5% | -251.2% | -245.6% | -196.3% | -230.6% | |
| Current Ratio | 3.827 | 5.450 | 4.118 | 6.693 | 6.193 | |
| Quick Ratio | 3.545 | 5.119 | 3.749 | 6.326 | 5.697 | |
| Solvency Ratio | -0.826 | -0.519 | -0.445 | -0.300 | -0.505 | |
| Cash Ratio | 1.089 | 1.865 | 2.138 | 5.646 | 5.303 | |
| Price To Earnings Ratio | -27.151 | -12.395 | -5.803 | -5.110 | -7.021 | |
| Price To Earnings Growth Ratio | -1.800 | -2.878 | -0.159 | -6.609 | -0.243 | |
| Forward Price To Earnings Growth Ratio | -1.800 | -2.878 | -0.159 | -6.609 | -0.243 | |
| Price To Earnings Diluted Ratio | -27.151 | -12.395 | -5.803 | -5.110 | -7.021 | |
| Price To Earnings Diluted Growth Ratio | -1.800 | -2.878 | -0.159 | -6.609 | -0.243 | |
| Price To Book Ratio | 50.315 | 39.686 | -13.112 | 27.950 | 7.440 | |
| Price To Sales Ratio | 61.313 | 31.139 | 14.259 | 10.019 | 16.204 | |
| Price To Free Cash Flow Ratio | -38.427 | -16.046 | -7.919 | -5.991 | -8.241 | |
| Price To Operating Cash Flow Ratio | -39.766 | -16.561 | -8.116 | -6.139 | -8.406 | |
| Debt To Assets Ratio | 0.339 | 0.649 | 0.905 | 0.711 | 0.492 | |
| Debt To Equity Ratio | 1.039 | 4.605 | -3.627 | 13.392 | 1.492 | |
| Debt To Capital Ratio | 0.510 | 0.822 | 1.381 | 0.931 | 0.599 | |
| Long Term Debt To Capital Ratio | 0.492 | 0.816 | 1.403 | 0.928 | 0.580 | |
| Financial Leverage Ratio | 3.064 | 7.097 | -4.006 | 18.834 | 3.029 | |
| Working Capital Turnover Ratio | 0.458 | 0.359 | 0.342 | 0.275 | 0.313 | |
| Operating Cash Flow Ratio | -1.994 | -2.299 | -2.377 | -2.105 | -2.688 | |
| Operating Cash Flow Sales Ratio | -1.542 | -1.880 | -1.757 | -1.632 | -1.928 | |
| Free Cash Flow Operating Cash Flow Ratio | 1.035 | 1.032 | 1.025 | 1.025 | 1.020 | |
| Debt Service Coverage Ratio | -11.416 | -8.111 | -8.112 | -16.968 | -9.436 | |
| Interest Coverage Ratio | -14.043 | -10.343 | -8.686 | -17.293 | -9.268 | |
| Short Term Operating Cash Flow Coverage Ratio | -48.539 | -41.457 | 0.000 | 0.000 | 0.000 | |
| Operating Cash Flow Coverage Ratio | -1.217 | -0.520 | -0.445 | -0.340 | -0.593 | |
| Capital Expenditure Coverage Ratio | -28.716 | -31.195 | -40.356 | -40.538 | -49.843 | |
| Dividend Paid And Capex Coverage Ratio | -28.716 | -31.195 | -40.356 | -40.538 | -49.843 | |
| Dividend Payout Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Enterprise Value Multiple | -31.958 | -14.759 | -7.685 | -5.727 | -7.688 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 79.4% | ▲3.0% | ▲1.7% |
| Ebit Margin | -195.9% | ▲32.3% | ▲12.4% |
| Ebitda Margin | -193.2% | ▲31.9% | ▲10.9% |
| Operating Profit Margin | -194.0% | ▲47.4% | ▲16.6% |
| Pretax Profit Margin | -209.7% | ▲40.5% | ▲16.7% |
| Continuous Operations Profit Margin | -210.5% | ▲40.7% | ▲16.3% |
| Net Profit Margin | -210.5% | ▲40.7% | ▲16.3% |
| Bottom Line Profit Margin | -210.5% | ▲40.7% | ▲16.3% |
| Current Ratio | 3.827 | ▼-1.624 | ▼-1.429 |
| Quick Ratio | 3.545 | ▼-1.574 | ▼-1.342 |
| Solvency Ratio | -0.826 | ▼-0.307 | ▼-0.307 |
| Cash Ratio | 1.089 | ▼-0.777 | ▼-2.119 |
| Price To Earnings Ratio | -27.151 | ▼-14.756 | ▼-15.655 |
| Price To Earnings Growth Ratio | -1.800 | ▲1.077 | ▲0.537 |
| Forward Price To Earnings Growth Ratio | -1.800 | ▲1.077 | ▲0.537 |
| Price To Earnings Diluted Ratio | -27.151 | ▼-14.756 | ▼-15.655 |
| Price To Earnings Diluted Growth Ratio | -1.800 | ▲1.077 | ▲0.537 |
| Price To Book Ratio | 50.315 | ▲10.629 | ▲27.859 |
| Price To Sales Ratio | 61.313 | ▲30.174 | ▲34.726 |
| Price To Free Cash Flow Ratio | -38.427 | ▼-22.381 | ▼-23.102 |
| Price To Operating Cash Flow Ratio | -39.766 | ▼-23.205 | ▼-23.968 |
| Debt To Assets Ratio | 0.339 | ▼-0.310 | ▼-0.280 |
| Debt To Equity Ratio | 1.040 | ▼-3.565 | ▼-2.341 |
| Debt To Capital Ratio | 0.510 | ▼-0.312 | ▼-0.339 |
| Long Term Debt To Capital Ratio | 0.492 | ▼-0.324 | ▼-0.352 |
| Financial Leverage Ratio | 3.064 | ▼-4.032 | ▼-2.539 |
| Working Capital Turnover Ratio | 0.458 | ▲0.099 | ▲0.109 |
| Operating Cash Flow Ratio | -1.994 | ▲0.304 | ▲0.298 |
| Operating Cash Flow Sales Ratio | -1.542 | ▲0.339 | ▲0.206 |
| Free Cash Flow Operating Cash Flow Ratio | 1.035 | ▲0.003 | ▲0.007 |
| Debt Service Coverage Ratio | -11.416 | ▼-3.305 | ▼-0.608 |
| Interest Coverage Ratio | -14.043 | ▼-3.700 | ▼-2.116 |
| Short Term Operating Cash Flow Coverage Ratio | -48.539 | ▼-7.082 | ▼-30.540 |
| Operating Cash Flow Coverage Ratio | -1.217 | ▼-0.697 | ▼-0.594 |
| Capital Expenditure Coverage Ratio | -28.716 | ▲2.479 | ▲9.414 |
| Dividend Paid And Capex Coverage Ratio | -28.716 | ▲2.479 | ▲9.414 |
| Dividend Payout Ratio | 0.000 | 0.000 | 0.000 |
| Enterprise Value Multiple | -31.958 | ▼-17.199 | ▼-18.395 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $37.18B | $11.33B | $4.35B | $2.46B | $3.05B | |
| Enterprise value | $37.44B | $12.08B | $5.07B | $2.56B | $2.95B | |
| EV / Sales | 61.74x | 33.23x | 16.62x | 10.44x | 15.65x | |
| EV / Op. cash flow | -40.04x | -17.67x | -9.46x | -6.40x | -8.12x | |
| EV / Free cash flow | -38.69x | -17.12x | -9.23x | -6.24x | -7.96x | |
| EV / EBITDA | -31.96x | -14.76x | -7.68x | -5.73x | -7.69x | |
| Net debt / EBITDA | -0.22x | -0.93x | -1.09x | -0.23x | 0.27x | |
| Current ratio | 3.83x | 5.45x | 4.12x | 6.69x | 6.19x | |
| Income quality | 0.73x | 0.75x | 0.71x | 0.83x | 0.84x | |
| Graham net-net | $0 | -$1 | -$6 | -$3 | -$1 | |
| Tax burden | 100.4% | 100.4% | 100.3% | 100.3% | 99.6% | |
| Interest burden | 107.1% | 109.7% | 111.4% | 104.9% | 109.7% | |
| Working capital | $1.33B | $1.32B | $703.4M | $1.08B | $701.9M | |
| Invested capital | $1.70B | $1.63B | $1.01B | $1.39B | $1.01B | |
| Return on assets | -56.4% | -45.1% | -56.4% | -29.1% | -35.0% | |
| Operating ROA | -54.9% | -52.4% | -47.5% | -31.5% | -36.8% | |
| Return on tangible assets | -62.9% | -49.9% | -66.3% | -33.2% | -42.1% | |
| Return on equity | -172.8% | -320.2% | 225.8% | -547.5% | -105.9% | |
| Return on invested capital | -64.8% | -50.4% | -63.7% | -31.0% | -33.4% | |
| Return on capital employed | -65.5% | -50.8% | -64.3% | -31.2% | -33.8% | |
| Earnings yield | -3.4% | -8.1% | -17.2% | -19.6% | -14.2% | |
| Free cash flow yield | -2.6% | -6.2% | -12.6% | -16.7% | -12.1% | |
| Capex / Op. cash flow | -3.5% | -3.2% | -2.5% | -2.5% | -2.0% | |
| Capex / Depreciation | 197.9% | 199.1% | 125.6% | 95.6% | 51.4% | |
| Capex / Sales | 5.4% | 6.0% | 4.4% | 4.0% | 3.9% | |
| SG&A / Sales | 115.6% | 126.8% | 112.9% | 108.3% | 124.3% | |
| R&D / Sales | 127.2% | 164.5% | 187.1% | 162.0% | 144.7% | |
| Stock comp / Sales | 25.2% | 26.6% | 24.5% | 23.5% | 24.4% | |
| Intangibles / Total assets | 10.3% | 9.6% | 15.0% | 12.4% | 16.9% | |
| Days sales outstanding | 85d | 52d | 49d | 44d | 47d | |
| Days payables outstanding | 234d | 311d | 364d | 334d | 296d | |
| Operating cycle | 471d | 472d | 513d | 507d | 601d | |
| Cash conversion cycle | 237d | 161d | 149d | 173d | 305d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-09-09 Insmed Incorporated (INSM) Presents at 12th Annual Cantor Fitzgerald Global Healthcare Conference Transcript Insmed Incorporated (INSM) Presents at 12th Annual Cantor Fitzgerald Global Healthcare Conference Transcript
- 2026-09-08 Insmed: A Strong Launch And A Much Bigger Peak Sales Opportunity Insmed is rated Strong Buy with a $175 target, offering ~39% upside from current levels. BRINSUPRI''s rapid launch and raised peak sales guidance to $7B+ underpin INSM''s commercial momentum and pipeline credibility. Management now estimates combined peak sales of $14B+ for its three lead drugs, up 75%, though some projections are not yet data-backed.
- 2026-09-04 Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) BRIDGEWATER, N.J., Sept. 4, 2026 /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 128 new employees.
- 2026-09-03 Insmed to Present Data Across Its Respiratory Portfolio, Including New Late-Breaking ARIKAYCE® (amikacin liposome inhalation suspension) Results From Phase 3b ENCORE Study at the European Respiratory Society Congress 2026 — New Data Explore Efficacy and Safety of BRINSUPRI ® (brensocatib) in Patients With Non-Cystic Fibrosis Bronchiectasis (NCFB) and History of Nontuberculous Mycobacterial (NTM) Lung Disease— —New Research Examines Treprostinil Palmitil Inhalation Powder (TPIP) via COMPERA 2.0 Risk Assessment in Pulmonary Arterial Hypertension (PAH)— BRIDGEWATER, N.J., Sept. 3, 2026 /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 five abstracts highlighting data from its respiratory portfolio have been accepted for presentation at the European Respiratory Society (ERS) Congress 2026 taking place Sept.
- 2026-08-27 Liquidia vs. Insmed: Which Pulmonary Stock Has Better Prospects Now? Liquidia''s Yutrepia is driving strong growth, but Insmed''s Brinsupri and broader pipeline could make it the better long-term pick.
- 2026-08-26 Insmed to Present at September 2026 Investor Conferences BRIDGEWATER, N.J., Aug. 26, 2026 /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: 12th Annual Cantor Fitzgerald Global Healthcare Conference in New York City on Wednesday, September 9, 2026, at 8:00 a.m.
- 2026-08-26 Billionaire Stanley Druckenmiller Is Quietly Loading Up on Healthcare Stocks -- Here''s What His New Positions Reveal Duquesne Family Office has beefed up its healthcare holdings.
- 2026-08-25 Alger Mid Cap 40 ETF Q2 2026 Portfolio Review The Alger Mid Cap 40 ETF outperformed the Russell Midcap Growth Index during the second quarter of 2026. Astera Labs, Nebius Group, and Western Digital Corporation were among the top contributors to performance. Insmed Incorporated, IREN Limited, and Erasca, Inc. were among the top detractors from performance.
- 2026-08-24 BRINSUPRI® (brensocatib) Approved by Japan''s Ministry of Health, Labour and Welfare for the Treatment of Patients With Non-Cystic Fibrosis Bronchiectasis, a Serious, Chronic Lung Disease — First-in-Disease and First-in-Class Therapy Approved in Japan for Patients With Non-Cystic Fibrosis Bronchiectasis (NCFB), a Progressive Disease That Can Lead to Permanent Lung Damage — BRIDGEWATER, N.J., Aug. 24, 2026 /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 Japan''s Ministry of Health, Labour and Welfare (MHLW) has approved BRINSUPRI ® (brensocatib 25-mg tablet), an oral, once-daily treatment for non-cystic fibrosis bronchiectasis (NCFB) in adults and pediatric patients 12 years and older.
- 2026-08-23 Invesco Discovery Mid Cap Growth Fund Q2 2026 Portfolio Performance Invesco Discovery Mid Cap Growth Fund had a positive return and outperformed its benchmark in the second quarter. The fund was underweight in the communication services, health care and consumer discretionary sectors. Strong stock selection and an overweight in IT added to relative return. Weakness in energy partially offset the favorable results.