Insmed (INSM) CEO sells shares, exercises options under 10b5-1 plan
Insmed (INSM) Chair and CEO William Lewis reported sales of 25,564 shares and the exercise of 10,699 stock options on May 18, 2026. The share sales were conducted under a Rule 10b5-1 trading plan at weighted average prices between $105 and $107 per share, while the options were exercised at strike prices of $17.16 and $30.46. Despite these transactions, Lewis maintains a substantial ownership stake in the company, holding both direct and indirect shares through a trust.
Competitive Pressures Prompt Truist to Cut Target on Insmed (INSM)
Truist has lowered its price target on Insmed (INSM) to $185 from $205, while maintaining a Buy rating, due to competitive developments and adjusted Brinsupri estimates. Insmed's Q1 2026 results showed 44% sequential growth for BRINSUPRI, and the company maintains its 2026 revenue outlook of at least $1 billion. CEO William Lewis noted strong patient access and adherence to the BRINSUPRI treatment.
Insmed Shelf Registration Raises Questions On Funding Flexibility And Valuation
Insmed (NasdaqGS:INSM) has filed a shelf registration statement with the SEC, which allows the company to issue various securities in the future to support pipeline development and commercial expansion. This move provides funding flexibility for future capital raises through equity or debt. While the stock has seen significant growth recently, investors should consider the potential for future dilution if substantial new equity is issued.
Analyst Reaffirms Buy on Insmed, Citing Strong ENCORE Phase IIIb Arikayce Data and TPIP IPF Upside
William Blair analyst Matt Phipps has reiterated a Buy rating on Insmed (INSM) due to promising late-stage pipeline developments. The strong ENCORE Phase IIIb results for Arikayce in MAC lung disease and the strategic upside of TPIP in idiopathic pulmonary fibrosis, especially following favorable Tyvaso data, underpin his bullish outlook. With regulatory submissions planned for Arikayce and pivotal trials for TPIP, Insmed is seen as poised for significant long-term growth.
William Lewis lists proposed INSM share sales (05/2026) — INSM
William Lewis has filed a Form 144 indicating proposed sales of Insmed Inc. (INSM) common stock. The filing details several intended dispositions, including 13,283 shares on May 13, 2026, and multiple entries of 10,699 shares on various dates in April and May 2026, along with associated position figures. This regulatory notice signifies planned sales by an affiliate and does not confirm actual transaction execution.
Insmed CEO defends BRINSUPRI launch as sales surge, TPIP pipeline gains focus
Insmed's CEO defended the launch of BRINSUPRI, highlighting strong initial sales. The company is actively focusing on its TPIP pipeline, with positive results noted for patients using the drug. This strategy aims to leverage BRINSUPRI's momentum while developing future therapies.
Insmed, Inc. $INSM Shares Purchased by iA Global Asset Management Inc.
iA Global Asset Management Inc. significantly increased its stake in Insmed, Inc. by 15,973.5% in the fourth quarter, now holding 26,682 shares valued at $4.64 million. This comes as Insmed reported stronger-than-expected Q1 earnings, with an EPS loss of $0.76 against a $0.90 estimate and revenue soaring 229.7% year-over-year to $305.96 million. Despite insider selling and mixed analyst revisions, the biopharmaceutical company maintains a "Moderate Buy" consensus rating with an average price target of $210.95.
Insmed CEO Defends BRINSUPRI Launch as Sales Surge, TPIP Pipeline Gains Focus
Insmed CEO Will Lewis defended the BRINSUPRI launch, highlighting its strong sales growth and "best in class" persistence despite investor concerns about discontinuation rates. The company is confident in the drug's market performance, citing expanding prescriber adoption and growing addressable market for bronchiectasis. Additionally, Lewis emphasized the potential of the TPIP pipeline, with four Phase 3 trials underway and expectations of becoming cash flow positive next year.
Insmed's Q1 earnings beat, sales miss estimates, stock tanks 23%
Insmed (INSM) reported its Q1 earnings, beating analyst expectations, but missed on sales. This financial performance led to a significant 23% drop in the company's stock price. The article highlights the discrepancy between the earnings beat and sales miss and its immediate impact on the stock.
Insmed Shelf Registration Raises Questions On Funding Flexibility And Valuation
Insmed (NasdaqGS:INSM) has filed a shelf registration statement, enabling future issuance of securities to support pipeline development, commercial expansion, and business development. This move provides funding flexibility but raises questions about potential investor dilution, especially given the stock's 60.2% increase over the past year. Investors are advised to monitor future offerings and their impact on the company's valuation and share count.
INSMED (INSM) COO Roger Adsett sells 5,837 shares to cover RSU taxes
INSMED Inc. COO Roger Adsett sold 5,837 shares of common stock at an average price of $116.18 per share. This sale was primarily to cover tax withholding obligations and related broker fees upon the vesting of Restricted Stock Units, not a discretionary portfolio move. After the transaction, Adsett directly holds 100,973 shares of INSMED common stock.
Insmed (INSM) director Carol Schafer awarded 3,305 RSUs in equity grant
Insmed (INSM) director Carol Schafer was granted 3,305 Restricted Stock Units (RSUs) on May 13, 2026, as part of her compensation. These RSUs, which represent a contingent right to receive one share of common stock each, vest fully on the first anniversary of the grant date, provided she remains on the Board and attends at least 75% of board meetings. Following this transaction, Schafer directly holds 66,622 shares of Insmed common stock.
Insmed Inc Files For Mixed Shelf Offering Size Not Disclosed - SEC Filing
Insmed Inc. has filed for a mixed shelf offering, according to an SEC filing. The size of the offering has not been disclosed. This information was reported via Reuters and Refinitiv.
Darwin Global, affiliates hold 7.8% of INSMED (INSM) in 13G/A filing
Darwin Global Management, Ltd. and its affiliates have reported a 7.8% stake in INSMED Inc. (INSM) through an amended Schedule 13G/A filing. This ownership amounts to 16,805,184 shares, with Darwin Global Master Fund, Ltd. specifically holding 14,182,375 shares, representing 6.6% of the company's common stock. The filing indicates shared voting and dispositive power among the reporting persons, based on 215,852,149 outstanding shares as of March 6, 2026.
Insmed (NASDAQ: INSM) files shelf registration to enable future stock and debt offers
Insmed Incorporated (INSM) has filed a Form S-3 shelf registration with the SEC to allow for future offerings of common stock and debt securities. This registration enables flexibility for the company to raise capital from time to time through various methods. The prospectus outlines details such as 500,000,000 authorized shares and 216,521,841 shares outstanding as of March 31, 2026, with a last reported sale price of $115.62 on May 14, 2026.
Insmed Inc files for mixed shelf offering size not disclosed - SEC filing
Insmed Inc. has filed for a mixed shelf offering, though the specific size of the offering has not been disclosed, according to an SEC filing. This announcement comes amidst other recent news for the biopharmaceutical company, including its participation in a global healthcare conference and recent Q1 2026 earnings results. Insmed Incorporated is known for its work in pulmonary and inflammatory conditions, with its primary commercial product being ARIKAYCE.
Insmed (INSM) legal chief sells 4,109 shares to cover RSU taxes
Michael Alexander Smith, Chief Legal Officer of INSMED Inc., reported an open-market sale of 4,109 common stock shares at $116.18 each. The sale was conducted to satisfy tax withholding obligations arising from the vesting of Restricted Stock Units and to cover associated broker fees. Following this transaction, Smith directly holds 47,762 shares of INSMED common stock.
Director Leo Lee (NASDAQ: INSM) receives 3,305 RSUs equity grant
Insmed Inc. director Leo Lee was granted 3,305 Restricted Stock Units (RSUs) on May 13, 2026, as reported in a Form 4 filing. This equity award, granted for no cash consideration, vests on the first anniversary of the grant date, subject to Lee's continued board membership and attendance at 75% of board meetings. Following this grant and an 11-share correction for a previous clerical error, Lee beneficially owns 57,971 shares of Insmed.
Insmed (INSM) director granted 3,305 RSUs vesting after one year
Insmed (INSM) director Elizabeth M. Anderson was granted 3,305 Restricted Stock Units (RSUs) on May 13, 2026, as reported in a Form 4 filing. These RSUs, which represent a contingent right to receive one share of common stock each, were awarded for no cash consideration and will vest entirely on the first anniversary of the grant date. Vesting is conditional upon Ms. Anderson remaining on the Board and attending at least 75% of Board meetings during the period.
Insmed (INSM) CFO sells 8,272 shares to cover RSU tax obligations
Insmed (INSM) Chief Financial Officer Sara Bonstein sold 8,272 shares of common stock on May 13, 2026, at an average price of $116.18 per share. This sale was primarily conducted to satisfy tax withholding obligations and cover related broker fees stemming from the vesting of Restricted Stock Units. After the transaction, Bonstein directly holds 71,486 shares of Insmed common stock, indicating that the sale was for tax purposes rather than a discretionary portfolio change.
[144] INSMED Inc SEC Filing
INSMED Inc. (INSM) filed a Form 144, indicating a proposed sale of common stock by an affiliate, Martina Flammer. The filing details two proposed sale dates for May 11, 2026, and May 13, 2026, involving 12,949 and 7,854 shares respectively. This is a routine regulatory disclosure providing transparency on intended sales of securities under resale rules.
INSM Maintained by Truist Securities -- Price Target Lowered to $185
Truist Securities maintained a 'Buy' rating for Insmed (INSM) but lowered its price target from $205 to $185. Despite a robust GF Score of 80, indicating strong long-term potential, the company is considered undervalued with a GF Value of $147.05 versus its current price of $117.23. However, significant insider selling totaling $32.1 million over the past three months raises potential concerns for investors.
A Look At Insmed (INSM) Valuation After Robust Q1 2026 Results And Reiterated Guidance
Insmed (INSM) has garnered investor attention after reporting strong Q1 2026 results, featuring significant revenue from BRINSUPRI and ARIKAYCE, a reduced net loss, and reaffirmed full-year guidance. Despite a recent stock pullback of 21.93% over 30 days, the company's valuation is split, with one narrative suggesting it's 44.5% undervalued based on future growth catalysts like the brensocatib launch, while another views it as rich on current sales metrics (P/S of 31.2x). Investors are advised to consider both the potential rewards and risks, including regulatory timelines and payer pushback.
INSMED Inc SEC Filing
This article reports on an SEC Form 144 filing by INSMED Inc. (INSM) on May 13, 2026. The filing indicates a proposed sale of 8,272 shares of common stock with an aggregate market value of $961,040, acquired through a stock plan activity on May 11, 2026. The document details the filer and issuer information, securities to be sold, and confirms no prior sales in the last three months.
Insmed chief medical officer Flammer sells $1.3 million in shares
Martina M.D. Flammer, Chief Medical Officer of INSMED Inc., sold approximately $1.3 million worth of company stock on May 11, 2026, under a pre-arranged trading plan, while simultaneously exercising stock options for 12,949 shares. These transactions occurred amidst significant stock volatility for INSMED, which saw a 15% decline in the past week but a 76.5% return over the past year. Analysts like Truist Securities and BofA Securities have maintained positive ratings on Insmed despite recent stock drops, as the company beat Q1 2026 earnings expectations and the Brinsupri launch shows strong momentum.
Insmed Stock Dips As Analysts Double Down On Bullish Targets
Insmed (INSM) stock has seen an 11.04% increase despite an earlier post-earnings selloff, driven by positive sentiment around its latest drug developments, particularly BRINSUPRI. Analysts from firms like H.C. Wainwright and Roth Capital have reiterated "Buy" ratings, viewing the recent slump as a buying opportunity, with consensus price targets significantly above the current trading price. The company's strong Q1 2026 revenue, robust cash position, and upcoming catalysts like ATS 2026 data and bronchiectasis awareness campaigns are fueling bullish long-term outlooks.
Where Could The Next Breakout for Insmed Stock Come From
Insmed (INSM) stock has a history of significant rallies, and upcoming catalysts suggest another breakout could be on the horizon. These catalysts include the acceleration of BRINSUPRI's commercial launch, the label expansion for ARIKAYCE, and the advancement of the TPIP pipeline. While these present substantial opportunities, the stock also faces risks such as BRINSUPRI launch sustainability concerns and current negative operational margins.
Insmed (INSM) Is Down 16.8% After Reaffirming 2026 BRINSUPRI and ARIKAYCE Revenue Guidance
Insmed (INSM) shares fell 16.8% despite reaffirming its 2026 revenue guidance for BRINSUPRI (at least US$1 billion) and ARIKAYCE (US$450 million to US$470 million), and reporting a narrower net loss in Q1 2026. The company will also present new clinical data and insights on bronchiectasis at ATS 2026, which are crucial for its growth strategy. While this update supports the current investment thesis, the stock's performance suggests investor hesitation regarding execution risks and market adoption.
Insmed (INSM) Soars on Bargain-Hunting After 10-Month Low
Insmed Incorporated (NASDAQ:INSM) saw its stock price climb by 11.66% on Tuesday, reaching $116 per share, as investors engaged in bargain-hunting following the stock's dip to a 10-month low of $98.90 on Monday due to an earnings miss. The company's first-quarter net loss decreased by 36% to $163 million, while total revenues surged by 230% to $306 million, primarily driven by strong sales of its lung treatment, Brinsupri. Insmed (INSM) also holds a "strong buy" recommendation from 16 analysts and anticipates presenting Phase 3b study data for Arikayce at the American Thoracic Society International Conference 2026.
Insmed Stock Drops As Analysts Call Post-Earnings Selloff Overdone
Insmed's stock dropped significantly after its Q1 2026 earnings, despite beating EPS and revenue expectations fueled by BRINSUPRI's strong growth. Analysts attribute the selloff to fears about BRINSUPRI's launch visibility and patient metrics, rather than core fundamentals, and maintain positive ratings with price targets more than double the current share price. The company shows aggressive revenue growth and a strong cash position, making it a high-volatility opportunity for traders watching for sentiment-driven bounces.
[144] INSMED Inc SEC Filing
This article reports on an SEC Form 144 filing by INSMED Inc. (INSM) on May 11, 2026. The filing indicates a proposed sale of securities, specifically 12,949 shares of common stock acquired through stock plan activity, with an aggregate market value of $1,300,105, handled by Merrill Lynch on NASDAQ. The article also provides an overview of INSMED Inc.'s stock data, recent news, and other SEC filings.
Insmed Incorporated (NASDAQ:INSM) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
Insmed Incorporated (NASDAQ:INSM) shares fell 28% after releasing its first-quarter results, despite revenues hitting expectations and losses being 22% smaller than predicted. Analysts have updated their forecasts, projecting substantial revenue improvement for 2026 but also an increase in loss per share estimates. Despite these revised loss forecasts, the consensus price target remains steady, indicating that analysts do not expect a long-term impact on the company's valuation.
Insmed Incorporated (NASDAQ:INSM) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
This article analyzes Insmed Incorporated's recent first-quarter results and provides an overview of what analysts are forecasting for the company's performance this year. It likely covers key financial metrics, future growth expectations, and potentially an assessment of the stock's current valuation.
Insmed (INSM) Q1 2026 Revenue Surge Tests Profitability Narrative
Insmed (INSM) reported Q1 2026 revenue of US$306 million, a significant increase from Q1 2025, but continues to post basic EPS losses. The company's persistent losses, despite revenue growth, raise questions about their path to profitability, especially as it invests heavily in new product launches and label expansions. While the stock trades at a high P/S ratio, bulls point to strong forecast growth and a share price below analyst targets, yet critics highlight ongoing losses and dilution as concerns.
Insmed's Q1 Earnings Beat, Sales Miss Estimates, Stock Tanks 23%
Insmed (INSM) reported a narrower-than-expected Q1 2026 loss of 76 cents per share, but its quarterly revenues of $306 million missed the Zacks Consensus Estimate. Despite a 230% year-over-year revenue increase driven by sales of Arikayce and Brinsupri, the stock declined 23% due to concerns over Brinsupri's initial launch demand relying on "ready and waiting" patients. The company reiterated its 2026 guidance and provided pipeline updates, including setbacks for Brinsupri in other indications but positive late-stage results for Arikayce.
Insmed's Q1 earnings beat, sales miss estimates, stock tanks 23%
Insmed (INSM) reported first-quarter earnings that surpassed analyst expectations, but its sales narrowly missed estimates. Despite the earnings beat, the company's stock fell by 23% in Friday trading. Analysts from Wedbush noted that the sales miss was marginal, and they remain optimistic about the company's long-term growth prospects, particularly for its drug brensocatib.
A Quick Look at Today's Ratings for Insmed(INSM.US), With a Forecast Between $160 to $243
This article provides an overview of recent analyst ratings for Insmed (INSM.US), highlighting a consensus price target range of $160 to $243. It details individual analyst ratings, price targets, and their corresponding firms, offering a quick perspective on the market's current valuation of the company.
U.S. Indexes Closed Down Thursday; Insmed Fell Furthest
On Thursday, U.S. stock indexes experienced declines across the board. The Dow Jones Industrial Average fell by 0.63%, the S&P 500 Index decreased by 0.38%, and the NASDAQ Composite Index saw a 0.13% drop. Insmed was noted as the stock that fell the furthest.
Insmed Incorporated 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:INSM)
Insmed Incorporated (NASDAQ:INSM) released its Q1 2026 earnings call presentation, reporting an EPS of -$0.76, which beat estimates by $0.24. The company's revenue reached $305.96M, marking a significant 229.62% year-over-year increase and beating expectations by $5.17M. This article provides access to the slide deck published by Insmed in conjunction with these results.
Insmed Down Over 21%, Worst Performer in the Nasdaq 100 So Far Today -- Data Talk
Insmed (INSM) is currently the worst-performing stock in the Nasdaq 100 today, dropping over 21%. This significant decline positions the company as a key mover in the market's current trading session.
INSMED Inc 1Q 2026: Revenue $306M, EPS $(0.76) — 10-Q Summary
INSMED Inc reported its first-quarter 2026 results, showing a significant increase in product revenue and a narrower net loss compared to the previous year. Revenue reached $306 million, up from $92.8 million in Q1 2025, driven by the BRINSUPRI U.S. launch and international growth of ARIKAYCE. The company's diluted loss per share improved to $(0.76) from $(1.42).
Earnings Flash (INSM) Insmed Incorporated Reports Q1 Revenue $306.0M, vs. FactSet Est of $300.8M
Insmed Incorporated (INSM) announced Q1 revenue of $306.0 million, surpassing the FactSet estimate of $300.8 million. The company, a biopharmaceutical firm specializing in pulmonary and inflammatory conditions, saw a narrower Q1 loss and increased revenue. Shares were down pre-bell following the earnings release.
Insmed: Q1 Earnings Snapshot
Insmed Inc. (INSM) reported a first-quarter loss of $163.6 million, or 76 cents per share, which surpassed Wall Street's expectations for a loss of 90 cents per share. However, the biopharmaceutical company's revenue of $306 million missed analysts' forecasts of $308.1 million. Insmed develops inhaled treatments for rare lung diseases.
Insmed (NASDAQ: INSM) posts $306M Q1 sales, reiterates 2026 outlook
Insmed reported strong first-quarter 2026 financial results, with total revenues surging to $306.0 million, primarily driven by the U.S. launch of BRINSUPRI and continued demand for ARIKAYCE. Despite a net loss of $163.6 million, the company reiterated its ambitious 2026 revenue guidance for both products and aims to achieve cash-flow positivity in 2027, supported by a robust cash position and pipeline advancements. Key clinical milestones include positive Phase 3b ENCORE results for ARIKAYCE and the initiation of the Phase 3 PALM-PAH study for TPIP.
Insmed Reports First-Quarter 2026 Financial Results and Provides Business Update
Insmed announced its first-quarter 2026 financial results, with total revenues reaching $306.0 million, driven by strong growth in BRINSUPRI sales, which hit $207.9 million, and continued performance from ARIKAYCE at $98.1 million. The company reaffirmed its 2026 revenue guidance for both products and provided updates on its pipeline, including positive Phase 3b results for ARIKAYCE and the initiation of a Phase 3 study for TPIP in PAH. Insmed reported a net loss of $163.6 million for the quarter and held approximately $1.2 billion in cash and marketable securities.
Insmed CEO William Lewis sells $1.47m in company stock
Insmed CEO William Lewis sold approximately $1.47 million worth of company stock through a pre-arranged 10b5-1 trading plan, while concurrently acquiring shares through option exercises. Following these transactions, Lewis directly holds over 300,000 shares and indirectly 233,924 shares, alongside remaining stock options. This follows varied analyst perspectives on Insmed's performance, including price target adjustments and reactions to a Phase 2b study failure.
Insmed and Ty Pennington Team Up to Drive Awareness and Proper Diagnosis of Bronchiectasis
Insmed has partnered with Emmy® Award-winning TV host Ty Pennington to launch "Suspect Bronchiectasis (Suspect BE)," an educational initiative aimed at increasing awareness and proper diagnosis of bronchiectasis. Pennington's involvement stems from his personal experience caring for his mother, who lived with undiagnosed bronchiectasis for decades. The campaign encourages individuals with persistent respiratory symptoms like chronic cough, excess mucus, and recurrent lung infections to consult a pulmonologist for further evaluation, including CT scans, to determine if bronchiectasis is present.
Insmed (INSM) CEO sells 10,699 shares and exercises options under 10b5-1 plan
Insmed Inc.'s Chair and CEO, William Lewis, reported exercising stock options and selling 10,699 shares of common stock on May 4, 2026. The sales were executed under a Rule 10b5-1 trading plan adopted in September 2025, with weighted average prices ranging from approximately $134 to $139.60 per share. Despite these transactions, Lewis maintains a significant indirect ownership in Insmed through a trust.
Insmed earnings up next: Can Brinsupri sustain blockbuster launch?
Insmed Inc. is set to report first-quarter earnings, with investors focused on whether its blockbuster lung disease treatment, Brinsupri, can sustain its momentum. Analysts anticipate a loss of 96 cents per share on revenue of $301.5 million, highlighting the challenge of rapid commercial growth amidst high operating costs. The company's valuation largely depends on Brinsupri's performance, especially after a recent setback in a separate Phase 2b trial.
FMR LLC holds 13.15M shares of INSMED (NASDAQ: INSM) via Schedule 13G
FMR LLC has reported a beneficial ownership of 13,145,166.52 shares of INSMED INC common stock, which represents 6.1% of the class as of March 31, 2026. This significant passive stake was disclosed through a Schedule 13G filing, indicating sole dispositive power over these shares. Abigail P. Johnson is also noted in connection with this filing.
