INSM

Prezzo Insmed Incorporated

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INSM
$152,45
+$0,76(+0,50%)

*Data last updated: 2026-04-15 01:52 (UTC+8)

As of 2026-04-15 01:52, Insmed Incorporated (INSM) is priced at $152,45, with a total market cap of $33,06B, a P/E ratio of -29,12, and a dividend yield of 0,00%. Today, the stock price fluctuated between $150,82 and $153,87. The current price is 1,08% above the day's low and 0,92% below the day's high, with a trading volume of 1,26M. Over the past 52 weeks, INSM has traded between $148,55 to $166,88, and the current price is -8,64% away from the 52-week high.

INSM Key Stats

Yesterday's Close$151,14
Market Cap$33,06B
Volume1,26M
P/E Ratio-29,12
Dividend Yield (TTM)0,00%
Diluted EPS (TTM)5,98
Net Income (FY)-$1,27B
Revenue (FY)$606,42M
Earnings Date2026-05-14
EPS Estimate0,96
Revenue Estimate$300,22M
Shares Outstanding218,77M
Beta (1Y)1.101

About INSM

Insmed Incorporated, a biopharmaceutical company, develops and commercializes therapies for patients with serious and rare diseases. The company offers ARIKAYCE for the treatment of Mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients. It is also developing Brensocatib, an oral reversible inhibitor of dipeptidyl peptidase 1 for the treatment of patients with bronchiectasis and other neutrophil-mediated diseases; and Treprostinil Palmitil Inhalation Powder, an inhaled formulation of a treprostinil prodrug treprostinil palmitil for the treatment of pulmonary arterial hypertension and other rare pulmonary disorders. Insmed Incorporated was founded in 1988 and is headquartered in Bridgewater, New Jersey.
SectorHealthcare
IndustryBiotechnology
CEOWilliam H. Lewis
HeadquartersBridgewater,NJ,US
Official Websitehttps://www.insmed.com
Employees (FY)1,66K
Average Revenue (1Y)$364,43K
Net Income per Employee-$767,29K

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Hot Posts su Insmed Incorporated (INSM)

PuzzledScholar

PuzzledScholar

01-04 15:11
**The Catalyst Behind INSM's Remarkable Rise** Insmed, Inc. (INSM) has witnessed an impressive 78% climb in stock value over the past six months, marking a significant outperformance compared to broader market trends. This robust rally has been primarily fueled by two major developments: FDA regulatory approval for a breakthrough therapy and exceptional commercial performance from its existing product portfolio. The company's most significant achievement came in August 2025 with FDA clearance of brensocatib, marketed as Brinsupri, establishing it as the first approved treatment for non-cystic fibrosis bronchiectasis (NCFB). This approval was subsequently followed by European Union authorization in November 2025, positioning Insmed to access a multi-billion-dollar treatment opportunity. Beyond the regulatory milestone, Brinsupri demonstrated impressive market acceptance, generating $28.1 million in third-quarter revenues despite launching only months earlier—a testament to strong physician and patient demand. **Revenue Performance and Market Expansion** The company's established product, Arikayce, continues to serve as a reliable revenue generator, with $314.5 million in sales through the first nine months of 2025, representing 21% year-over-year growth. This steady commercial momentum prompted management to raise 2025 guidance, now projecting global Arikayce revenues between $420 million and $430 million, up from the previous guidance range of $405 million to $425 million. Over the trailing twelve-month period, INSM shares have appreciated 149.2%, meaningfully outpacing the broader industry benchmark of 17.5% growth. The strength in existing product sales has helped mitigate near-term financial pressures, providing runway for continued pipeline development. **Pipeline Progress and Recent Setbacks** While Brinsupri's approval represents a watershed moment for Insmed, recent developments have been mixed. The company encountered a significant setback when its phase IIb BiRCh trial evaluating brensocatib for chronic rhinosinusitis without nasal polyps (CRSsNP) failed to achieve primary efficacy endpoints, leading to discontinuation of this development program. However, Insmed has offset this disappointment through strategic pipeline additions. In December, the company acquired INS1148, a monoclonal antibody targeting interstitial lung disease and moderate-to-severe asthma, which will advance through mid-stage clinical studies. Additionally, the company is progressing several other late-stage programs, including the phase II CEDAR study assessing brensocatib in hidradenitis suppurativa (HS), with results anticipated in the first half of 2026, and the phase III ENCORE trial examining Arikayce in newly diagnosed MAC lung disease patients, with data expected in early 2026. **Investment Outlook and Comparative Positioning** Insmed carries a Zacks Rank #3 (Hold) rating, reflecting a measured outlook amid both achievements and challenges. The company's ability to generate meaningful revenues from Brinsupri while advancing a diversified pipeline positions it well for sustained growth, though investors should monitor pipeline progression closely as clinical development outcomes will meaningfully influence future performance trajectories.
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AirdropCollector

AirdropCollector

2025-12-31 14:26
## The Real Story Behind the Share Reduction Eventide Asset Management, the Boston-based fund, has sent interesting signals in its latest SEC filing. The firm trimmed its Mirum (NASDAQ:MIRM) position by divesting one-hundred-fifteen thousand shares during Q3, yet the overall stake's market value actually expanded by approximately $50.70 million. This apparent contradiction reveals a nuanced investment approach rather than a retreat. ## Position Growth Driven by Clinical Validation As of September 30, Eventide maintains 2.52 million shares worth roughly $184.92 million—now representing 3.04% of the fund's assets under management and ranking as its second-largest equity holding. The dramatic 89% year-to-date surge in Mirum's stock price explains why fewer shares translated into greater portfolio value. Trading at $79.26 per share Friday, the stock substantially outpaced the S&P 500's 15% gain. This dynamic—selling into strength while letting a position grow substantially—reflects calculated conviction rather than profit-taking. The fund's willingness to maintain such significant exposure to a biotech name already appreciating sharply suggests confidence in the company's commercial inflection. ## Financial Momentum Justifies the Confidence Mirum's recent operational performance provides concrete justification. Third-quarter revenue reached $133 million, representing 47% growth, while management elevated full-year guidance to $500-510 million. This acceleration stems from expanding sales of LIVMARLI, its lead therapeutic targeting rare cholestatic liver diseases, alongside growing bile acid medicine revenue. The company's balance sheet strengthens the thesis. Cash and investments reached $378 million by quarter-end, providing sufficient dry powder to advance multiple pipeline programs without immediate dilution risks. With a market capitalization of $4.10 billion and trailing twelve-month revenue of $471.79 million, the valuation reflects the market's recognition of Mirum's transition from development-stage promise to revenue-generating reality. ## Rare Disease Focus Provides Defensive Positioning Mirum specializes in therapies for debilitating orphan diseases with limited treatment options. LIVMARLI targets Alagille syndrome and progressive familial intrahepatic cholestasis, conditions affecting small patient populations where unmet medical needs remain severe. Volixibat expands the company's reach into additional rare hepatic indications. This strategic niche positioning creates competitive advantages. High-value, underserved populations generate strong product economics, while rare disease specialists face less direct competition than mainstream pharma players. ## Broader Portfolio Context Within Eventide's holdings, Mirum now occupies a prominent position alongside other growth-oriented healthcare investments: - Guardant Health (GH): $207.51 million (3.4% of AUM) - Mirum (MIRM): $184.92 million (3.0% of AUM) - Xometry (XMTR): $169.87 million (2.8% of AUM) - Thermotrex (TT): $168.00 million (2.8% of AUM) - Insmed (INSM): $144.74 million (2.4% of AUM) The concentration underscores the manager's preference for companies demonstrating clear commercial traction rather than speculative binary outcomes. ## The Investment Takeaway The share reduction represents portfolio rebalancing amid concentrated positioning, not conviction erosion. When a manager allows a stock position to appreciate substantially and maintains significant exposure post-gain, the message centers on business fundamentals rather than trading cycles. Mirum's demonstrated revenue acceleration, cash generation, and rare disease tailwinds suggest this positioning may have room to run.
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SchrodingerAirdrop

SchrodingerAirdrop

2025-10-28 04:04
ユナイテッド・セラピューティクス社の株価が火曜日に33%急騰した。同社が特発性肺線維症(IPF)成人患者を対象としたTyvaso(トレプロスチニル)吸入剤の後期TETON-2試験で、良好な最終結果を発表したことが要因だ。 この試験は主要評価項目を達成した。Tyvasoによる治療は、52週後の絶対的努力性肺活量(FVC)の変化において、プラセボに対して95.6 mLの優位性を示した。FVCとは、最大限に深呼吸した後に強制的に呼出できる空気の総量を指す。 ユナイテッド・セラピューティクス社によると、Tyvasoによる治療効果は、背景療法の使用、喫煙状況、酸素補給の有無に関わらず、全てのサブグループで観察された。また、薬剤の安全性プロファイルも、過去の研究結果と一致していた。 本試験では、初回の臨床悪化イベントまでの時間や、ベースラインから52週目までの予測FVC率および一酸化炭素肺拡散能の変化など、複数の重要な副次評価項目も達成された。 IPFは慢性的な瘢痕化疾患で、肺の酸素を血液に移行する能力が進行性に失われ、最終的には呼吸不全や死亡に至る特徴がある。 TETON-2試験は、ユナイテッド・セラピューティクス社がIPFに対するTyvasoの承認を目指して開始した2つの登録用後期試験の1つである。同社はまた、IPF患者を対象としたTyvaso吸入剤の第III相TETON-1試験も実施中だ。両試験はデザインが類似しているが、TETON-1試験が米国とカナダの施設で行われているのに対し、TETON-2試験はこれら2カ国以外の施設で実施された点が唯一の相違点である。TETON-1試験のデータ公表は2026年上半期に予定されている。 UTHRは、TETON-1の結果が得られ次第、規制当局の審査プロセスを迅速化する可能性について、今年末までにFDAと協議する予定だ。 ## UTHR株価のパフォーマンス このニュースを受け、ユナイテッド・セラピューティクス社の株価は過去最高の436.95ドルを記録した。TETON-2試験の良好な結果は、現在の標準治療である抗線維化療法を含む既存のIPF治療法に対するTyvasoの優位性を示すものだ。 UTHRによると、米国には約10万人のIPF患者がおり、巨大な潜在市場へのアクセスが可能となる。同社は以前、TyvasoがIPFの適応で承認された場合、IPF適応での売上がPAH適応での売上を上回る可能性があると指摘していた。 年初来、ユナイテッド・セラピューティクス社の株価は15%上昇しており、業界平均の12%を上回っている。 ## Tyvaso - UTHRの主要な収益源 ユナイテッド・セラピューティクス社は現在、Tyvasoの2つのバージョン - ドライパウダー吸入(DPI)製剤と吸入剤 - を販売している。両製品ともPAHおよび間質性肺疾患に伴う肺高血圧症(PH-ILD)の適応で承認されている。 2025年第2四半期、ユナイテッド・セラピューティクス社はTyvaso製品全体で約4億7000万ドルの売上を達成し、前年同期比18%増となった。この成長は主に患者の需要によるものだった。 ## 他のトレプロスチニル製造業者も恩恵を受ける ユナイテッド・セラピューティクス社の結果発表後、インスメッド社とリキディア社の株価もそれぞれ7%と3%上昇した。 インスメッド社は、UTHRのトレプロスチニル(Tyvaso製品の有効成分)のプロドラッグであるトレプロスチニルパルミチル吸入粉末(TPIP)を開発中だ。プロドラッグとは体内に入ってから活性化される不活性化合物で、インスメッド社のTPIPはトレプロスチニルをより緩やかに放出することができる。この徐放設計により、1日複数回の投与が必要なTyvasoと比較して、1日1回の投与が可能となる。 インスメッド社はTPIPのPAHおよびPH-ILD適応に関する試験を行っており、Tyvaso製品と比較して効果の持続時間延長や投与頻度の削減の可能性を示している。INSMはTPIPのIPF適応の可能性も探索する可能性がある。 リキディア社は最近、5月にTyvasoの独占権が失効した後、吸入トレプロスチニル製品であるYutrepiaのFDA承認を取得し話題となった。YutrepiaはPAHおよびPH-ILD適応で初めての吸入競合薬となった。インスメッド社と同様、リキディア社もIPF領域でのトレプロスチニル薬の可能性を探索する可能性がある。 ## ユナイテッド・セラピューティクス社の株価 ## UTHRのZacksランク ユナイテッド・セラピューティクス社は現在Zacksランク#3(ホールド)を保持している。詳細は当社ウェブサイトでご確認いただけます。
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