Insmed Incorporated (INSM)

Insmed's stock price has more than doubled in market value in the past six months, largely due to the progress of its pipeline candidates, Brensocatib and TPIP. Positive Phase 3 results for Brensocatib showed statistically significant reductions in pulmonary exacerbations, leading to FDA Priority Review and a potential product launch in mid-2025. BRINSUPRI (brensocatib) received FDA approval in August 2025 for NCFB, followed by a positive opinion from the CHMP of the EMA in October 2025. The company's shares have outperformed its industry, sector, and the S&P 500, trading above their 50-day and 200-day moving averages. As of January 30, 2026, the share price was $156.87, representing a 101.43% increase from February 3, 2025. Company insiders were net sellers of approximately 269,669 shares worth about $49.31 million over the three months leading up to February 2, 2026. Insmed missed EPS estimates but beat revenue expectations, reporting $142.3 million, a 52.4% year-over-year increase, for a recent quarter.

Information explicitly detailing demand seasonality for Insmed, Inc.'s products and services was not readily available. Demand for its specialized pharmaceutical products is generally driven by patient need and medical conditions rather than typical seasonal consumer patterns.

Insmed, Inc. is a global biopharmaceutical company focused on developing and commercializing therapies for serious and rare diseases, operating within the Health Technology sector, specifically in the Pharmaceuticals: Major industry. Its primary commercial product is ARIKAYCE, approved in the United States, Europe, and Japan for treating refractory nontuberculous mycobacterial lung infections. The company's pipeline includes Brensocatib, an oral DPP1 inhibitor for bronchiectasis and other neutrophil-mediated diseases, and Treprostinil Palmitil Inhalation Powder (TPIP) for pulmonary hypertension. Insmed's scientific advantage is supported by its research engine and proprietary platforms, including gene therapy, AI-driven protein deimmunization, RNA end-joining technology, a synthetic rescue platform, and a proprietary protein manufacturing platform.

Insmed, Inc. is headquartered in Bridgewater, New Jersey, United States, and maintains a global presence with offices and research locations across the United States, Europe, and Japan. ARIKAYCE is approved and distributed in the U.S., Europe, and Japan. Commercial launches for Brensocatib in the European Union (EU), UK, and Japan are anticipated in 2026, following local approvals.

Insmed has cultivated a strong brand reputation, earning the highest ranking in Science's Top Employers Survey for five consecutive years, including 2025. In October 2024, Insmed held its third annual Global Day of Good, where over 1,000 employees volunteered in the U.S., Europe, and Japan, supporting more than 40 organizations globally and contributing positively to its public image.

Insmed, Inc. has a significant institutional ownership base, with 1087 institutional owners and shareholders holding a total of 250,987,048 shares as of January 30, 2026. Major institutional owners include JPMorgan Chase & Co, Vanguard Group Inc. (holding 9.35% of shares as of September 29, 2025), Darwin Global Management, Ltd. (holding 9.59% of shares as of September 29, 2025), BlackRock, Inc. (holding 6.62% of shares as of December 30, 2025), Fmr Llc, Capital International Investors, Price T Rowe Associates Inc /md/ (holding 7.10% of shares as of September 30, 2025), Baker Bros. Advisors Lp, and D. E. Shaw & Co., Inc.