Insmed

Insmed

Develops therapies for rare diseases

Overview

Insmed focuses on developing and delivering therapies for serious and rare diseases. Its products come from a pipeline of clinical trials and approved treatments, sold to patients in global markets with offices in Bridgewater, NJ, Europe, and Japan. The company’s work combines research and development, regulatory approvals, and commercialization to bring therapies from discovery to patients. Insmed differentiates itself by addressing unmet medical needs in rare diseases and maintaining a global infrastructure that supports development, approval, and patient access. The goal is to improve patient outcomes by providing effective treatments for conditions with limited existing options.

Significant Headcount Growth

About Insmed

Simplify's Rating
Why Insmed is rated
B
Rated B on Competitive Edge
Rated A on Growth Potential
Rated C on Differentiation

Industries

Biotechnology

Healthcare

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Bridgewater Township, New Jersey

Founded

1988

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Simplify's Take

What believers are saying

  • BRINSUPRI revenue reached $309.2 million in Q2 2026, lifting full-year guidance to $1.25 billion-$1.4 billion.
  • August 24, 2026 Japan approval removes a major market-access blocker and expands near-term sales.
  • Cash of $1.2 billion funds operations through expected cash-flow positivity in 2027.

What critics are saying

  • Insmed delayed Europe BRINSUPRI launch in February 2026 over U.S. MFN pricing uncertainty.
  • TPIP remains unapproved; Phase 3 readouts and launches drive over $6 billion estimated value.
  • January 2026 securities investigations follow the December 17, 2025 BiRCh failure and fuel litigation risk.

What makes Insmed unique

  • BRINSUPRI became the first DPP-1 inhibitor approved for bronchiectasis on August 24, 2026.
  • Insmed now sells BRINSUPRI in the U.S., Europe, and Japan.
  • TPIP is entirely internally discovered, extending Insmed beyond respiratory commercialization into rare-disease pipeline building.

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Funding

Total Funding

$3.4B

Above

Industry Average

Funded Over

10 Rounds

Post IPO Equity funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Equity Funding Comparison
Coming Soon

Benefits

Flexible Work Hours

Health Insurance

Paid Vacation

Employee Stock Purchase Plan

Company Equity

Stock Price

Growth & Insights and Company News

Headcount

6 month growth

↑ 25%

1 year growth

↑ 25%

2 year growth

↑ 25%
PR Newswire
Aug 26th, 2026
Insmed to present at September 2026 investor conferences.

Insmed to present at September 2026 investor conferences. Aug 26, 2026, 07:00 ET 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. ET. * 24th Annual Morgan Stanley Global Healthcare Conference in New York City on Monday, September 14, 2026, at 2:35 p.m. ET. These events will be webcasted live and can be accessed by visiting the investor relations section of the Company's website at www.insmed.com. Webcasts will be archived for a period of 30 days following the conclusion of the live events. About Insmed Insmed Incorporated is a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases. The Company is advancing a diverse portfolio of approved and mid- to late-stage investigational medicines - including two approved therapies to treat chronic, debilitating lung diseases - as well as cutting-edge drug discovery focused on serving patient communities where the need is greatest. Insmed's commercial portfolio and clinical pipeline are organized around three therapeutic areas: Respiratory, Immunology & Inflammation, and Neuro & Other Rare. The Company's research engine is advancing a wide range of technologies and modalities, including gene therapy, AI-driven protein engineering, RNA end-joining, and synthetic rescue, in the pursuit of future pipeline candidates. Headquartered in Bridgewater, New Jersey, Insmed has offices and research locations throughout the United States, Europe, and Japan. Insmed is proud to be recognized as one of the best employers in the biopharmaceutical industry, including spending five consecutive years as the No. 1 Science Top Employer. Visit www.insmed.com to learn more or follow us on LinkedIn, Instagram, YouTube, and X. Claire Mulhearn Vice President, Corporate Communications [email protected] SOURCE Insmed Incorporated

Yahoo Finance
Aug 7th, 2026
Insmed raises peak sales estimate to $14B, but $6B hinges on unapproved drug

Insmed's stock trades at 25.3 times sales despite falling 37% from its 52-week high, as revenue nearly tripled to $1.1 billion over the past twelve months. The premium reflects management's raised peak-sales estimate of over $14 billion across three lead programmes. BRINSUPRI, the company's bronchiectasis drug, generated $309.2 million in its third full quarter, up 49% sequentially. Management raised full-year BRINSUPRI guidance to between $1.25 billion and $1.4 billion. However, more than $6 billion of the peak estimate depends on TPIP, an inhaled treatment for pulmonary arterial hypertension, which is still in Phase III trials. The company ended June with $1.2 billion in cash, which management says will fund operations to cash flow positivity in 2027.

Yahoo Finance
Aug 7th, 2026
Insmed shares soar 33.86% as Brinsupri drives fourfold revenue growth to $425.5M

Insmed's share price surged 33.86% on Thursday to close at $132.55 after the biopharmaceutical company nearly quadrupled its revenues in the second quarter. Total revenues soared 296% to $425.5 million from $107.4 million year-on-year, driven primarily by Brinsupri, its non-cystic fibrosis bronchiectasis treatment, which contributed $309.2 million. The company's lung disease treatment Arikayce added $116.3 million in revenues, up 8% year-on-year. The strong performance helped slash net loss by 96% to $13.2 million from $321.7 million in the same period last year. Insmed raised its full-year revenue guidance to between $1.25 billion and $1.4 billion, representing growth of 624% to 710.6% year-on-year. Investors will be watching whether Brinsupri can sustain momentum whilst the company awaits regulatory decisions for brensocatib in Japan in the second half of 2026.

Yahoo Finance
Aug 6th, 2026
Insmed raises BRINSUPRI revenue guidance to $1.4B as Q2 sales surge 49% sequentially

Insmed reported Q2 2026 revenue of $309.2 million for BRINSUPRI, up 49% sequentially, whilst ARIKAYCE generated $116.3 million, rising 8% year-over-year. The company raised its full-year 2026 BRINSUPRI revenue guidance to $1.25 billion to $1.4 billion and increased peak sales estimates to over $7 billion. BRINSUPRI added approximately 7,000 new patients in Q2, with 90% payer approval and high patient compliance rates. The company maintains a cash position of $1.2 billion and expects to reach cash flow positivity in 2027. Cost of product revenues fell to 16% of revenues, down from 26% in Q2 2025. However, combined R&D and SG&A expenses increased 38% year-over-year. The company expects to incur $50 million in milestone payments to AstraZeneca in the second half of 2026.

Yahoo Finance
Aug 6th, 2026
Insmed reports Q2 revenue of $425M, up 296% year-over-year, beating estimates by 9%

Insmed reported revenue of $425.49 million for Q2 2026, a 296.1% year-over-year increase that beat the consensus estimate of $389.72 million by 9.18%. The company posted a loss of $0.52 per share, narrower than the $1.70 loss a year earlier and beating analyst expectations of $0.69 per share by 24.64%. US revenues reached $378.74 million, significantly exceeding the $334.1 million analyst estimate and marking a 451.4% year-over-year increase. BRINSUPRI generated $309.17 million in total revenue, surpassing the $275.82 million estimate. ARIKAYCE total revenues came in at $116.32 million, slightly above the $113.9 million consensus. Despite the strong results, shares have declined 15% over the past month.

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