INSM

Insmed Incorporated

September 15, 2026 · intraday

Rarity

1.03

Peak move

−5.41%

Float cap

$26.4B

Insmed Incorporated is a global biopharmaceutical company that develops and commercializes therapies for patients with serious diseases. Its commercial products are ARIKAYCE for MAC lung disease and BRINSUPRI for non-cystic fibrosis bronchiectasis. Its pipeline spans respiratory, immunology and inflammation, and neuro and other rare diseases.

• executive_remarkSep 15 · 11:34 ET

  At the Morgan Stanley Global Healthcare Conference on Sept 14, 2026, Insmed CEO Will Lewis raised full-year BRINSUPRI revenue guidance to $1.25B-$1.4B from an initial $500M-$700M benchmark, lifted US peak sales estimates above $7B, said the launch targets over 25,000 physicians with only a small fraction prescribing, and confirmed Europe's launch remains paused pending reimbursement clarity.

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• analyst_ratingSep 15

  On Sept 15, 2026, Roth Capital analyst Adam Walsh reiterated a Buy rating on Insmed but lowered the price target to $198 from $212 and cut FY27/FY28 revenue estimates by 10%, removing modeled EU Brinsupri contributions with the European launch paused.

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• insider_saleSep 11

  Insmed director David R. Brennan sold 25,000 shares on September 9, 2026, a transaction disclosed in a September 11, 2026 filing.

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• institutional_flowSep 10 · 07:52 ET

  American Century Investments' Focused Dynamic Growth Fund disclosed it exited its Insmed position during Q2 2026, citing disappointing underlying performance and weaker-than-expected uptake of Brinsupri, per its quarterly investor letter.

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