Insmed (INSM)

Celtrix Pharmaceuticals, Inc. • Insmed Gene Therapy LLC • Insmed Limited • Insmed Holdings Limited • Insmed Innovation UK Limited • Insmed Ireland Limited • Insmed Netherlands Holdings B.V. • Insmed Netherlands B.V. • Insmed Germany GmbH • Insmed France SAS ...

IRS number

541972729

INSM stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$100.00

Low target

$92.00

High target

$107.00

Latest filings (excl ownership)

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8-K

Regulation FD Disclosure

24 Feb 25

S-8

Registration of securities for employees

20 Feb 25

8-K

Insmed Reports Fourth-Quarter and Full-Year 2024 Financial Results and Provides Business Update

20 Feb 25

Regulation FD Disclosure

6 Feb 25

8-K

Insmed Provides Business Update at 43rd Annual J.P. Morgan Healthcare Conference

10 Jan 25

8-K

Termination of a Material Definitive Agreement

19 Nov 24

8-K

Insmed Reports Third-Quarter 2024 Financial Results and Provides Business Update

31 Oct 24

Transcripts

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INSM

Earnings call transcript

2024 Q4

20 Feb 25

INSM

Earnings call transcript

2024 Q3

31 Oct 24

INSM

Earnings call transcript

2024 Q2

8 Aug 24

INSM

Earnings call transcript

2024 Q1

9 May 24

INSM

Earnings call transcript

2023 Q4

22 Feb 24

INSM

Earnings call transcript

2023 Q3

26 Oct 23

INSM

Earnings call transcript

2023 Q2

3 Aug 23

INSM

Earnings call transcript

2023 Q2

3 Aug 23

INSM

Earnings call transcript

2023 Q1

4 May 23

INSM

Earnings call transcript

2023 Q1

4 May 23

Latest ownership filings

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Notice of proposed sale of securities

18 Feb 25

SC 13G/A

Darwin Global Management, Ltd.

Notice of proposed sale of securities

11 Feb 25

144

Notice of proposed sale of securities

10 Feb 25

Financial summary

Financial statements Chart INSM financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	555.03 mm	555.03 mm	555.03 mm	555.03 mm	555.03 mm	555.03 mm
Cash burn (monthly)	(no burn)	(no burn)	78.09 mm	75.84 mm	65.33 mm	56.99 mm
Cash used (since last report)	n/a	n/a	162.49 mm	157.80 mm	135.93 mm	118.58 mm
Cash remaining	n/a	n/a	392.54 mm	397.23 mm	419.10 mm	436.45 mm
Runway (months of cash)	n/a	n/a	5.0	5.2	6.4	7.7

Beta Read what these cash burn values mean

Financial data from Insmed earnings reports.

Institutional ownership, Q4 2024

INSM institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	436	417	+4.6%
Opened positions	70	74	-5.4%
Closed positions	51	44	+15.9%
Increased positions	174	184	-5.4%
Reduced positions	142	110	+29.1%

13F shares	Current	Prev Q	Change
Total value	11.79 tn	12.07 tn	-2.4%
Total shares	192.38 mm	186.33 mm	+3.2%
Total puts	2.72 mm	3.33 mm	-18.3%
Total calls	3.16 mm	2.27 mm	+39.3%
Total put/call ratio	0.9	1.5	-41.4%

Largest owners	Shares	Value	Change
Vanguard	18.22 mm	$1.26 tn	+6.3%
BlackRock	16.03 mm	$1.11 tn	+7.1%
Darwin Global Management	12.96 mm	$894.80 bn	+23.5%
T. Rowe Price	12.70 mm	$877.11 mm	+1.0%
Capital International Investors	7.12 mm	$491.36 bn	+9.1%
STT State Street	6.11 mm	$421.57 bn	-1.2%
Baker Bros. Advisors	5.01 mm	$345.67 bn	+13.4%
FMR	4.86 mm	$335.28 bn	-32.5%
Geode Capital Management	4.09 mm	$282.24 bn	+7.2%
JPM JPMorgan Chase & Co.	3.29 mm	$226.88 bn	-0.6%

Largest transactions	Shares	Bought/sold	Change
Darwin Global Management	12.96 mm	+2.46 mm	+23.5%
FMR	4.86 mm	-2.34 mm	-32.5%
Norges Bank	1.83 mm	+1.83 mm	NEW
Eversept Partners	0.00	-1.09 mm	EXIT
Vanguard	18.22 mm	+1.08 mm	+6.3%
BlackRock	16.03 mm	+1.06 mm	+7.1%
Vestal Point Capital	900.00 k	-700.00 k	-43.8%
Voloridge Investment Management	39.38 k	-699.57 k	-94.7%
Holocene Advisors	687.71 k	+687.71 k	NEW
Westfield Capital Management	938.55 k	+686.81 k	+272.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

INSM insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
25 Feb 25	Sharoky Melvin MD	Common Stock	Gift	Acquire G	Yes	No	0	481	0.00	4,764
25 Feb 25	Sharoky Melvin MD	Common Stock	Gift	Acquire G	Yes	No	0	481	0.00	3,481
25 Feb 25	Sharoky Melvin MD	Common Stock	Gift	Acquire G	Yes	No	0	481	0.00	5,180
25 Feb 25	Sharoky Melvin MD	Common Stock	Gift	Dispose G	No	No	0	1,443	0.00	296,734
18 Feb 25	William Lewis	Common Stock	Sell	Dispose S	Yes	Yes	81.81	300	24.54 k	233,924
18 Feb 25	William Lewis	Common Stock	Sell	Dispose S	Yes	Yes	81.07	6,074	492.42 k	234,224
18 Feb 25	William Lewis	Common Stock	Sell	Dispose S	Yes	Yes	80	456	36.48 k	240,298
18 Feb 25	William Lewis	Common Stock	Option exercise	Acquire M	Yes	Yes	10.85	6,830	74.11 k	240,754
18 Feb 25	William Lewis	Common Stock	Sell	Dispose S	No	Yes	81.67	754	61.58 k	334,186
18 Feb 25	William Lewis	Common Stock	Sell	Dispose S	No	Yes	81.08	16,743	1.36 mm	334,940