Insmed Inc
- Branche
- Pharmaceuticals
- Börse
- USA
- Land / Region
- USA
- Börsengang
- 1. Juni 2000
- Mitarbeiter
- 1.664
- Website
- www.insmed.com
Zusammengesetzter Bewertungsbereich · konservativ $25–$40 / fair $45–$80 / optimistisch $95–$130. Bei $104.73, Innerhalb des optimistischen Bereichs des inneren Werts · viele Erwartungen eingepreist.
Bei Veröffentlichung $109.53 (22. Mai 2026)
Daten von EODHD, dargestellt in der Berichtswährung; nur zu Informationszwecken, keine Anlageberatung.
Insmed Incorporated develops and commercializes therapies for patients with serious and rare diseases in the United States, Europe, Japan, and internationally. The company offers ARIKAYCE for the treatment of refractory nontuberculous mycobacterial lung infections, as well as is in phase 3 clinical trial for the treatment of mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients. It also develops brensocatib, an oral reversible inhibitor of dipeptidyl peptidase 1(DPP1) that is in phase 3 clinical trial for the treatment of bronchiectasis; and in phase 2 clinical trial for the treatment of chronic rhinosinusitis without nasal polyps and hidradenitis suppurativa. In addition, the company is developing treprostinil palmitil inhalation powder, an inhaled formulation of a treprostinil prodrug treprostinil palmitil, which is in phase 3 clinical trial for the treatment of pulmonary hypertension associated with interstitial lung disease; and phase 2 clinical trial for the treatment of pulmonary arterial hypertension. Further, it develops INS1201, a microdystrophin adeno-associated virus gene replacement therapy which is in phase 1 clinical trial for the treatment of Duchenne muscular dystrophy, as well as it is also developing pre-clinical research programs for gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue. In addition, it provides INS1148, monoclonal antibody targeting stem cell factor called SCF248 that is in phase-2 clinical trial for the treatment of interstitial lung disease, and asthma; and INS1202, an intrathecally delivered gene therapy which is in phase 1 of clinical trial for the treatment of amyotrophic lateral sclerosis. The company was founded in 1988 and is headquartered in Bridgewater, New Jersey.
Geschichte
Insmed Incorporated was founded in 1988 and is headquartered in Bridgewater, New Jersey, and completed its IPO on June 1, 2000. The company develops and commercializes therapies for patients with serious and rare diseases across the United States, Europe, Japan, and other markets. Its first commercial product, ARIKAYCE, received accelerated approval in the United States in 2018 for refractory MAC (Mycobacterium avium complex) lung disease, and was subsequently approved in the European Union and Japan. Its second commercial product, BRINSUPRI, was approved in the United States in August 2025 for patients aged 12 and older with non-cystic fibrosis bronchiectasis, followed by European Union approval in November 2025 and United Kingdom approval in February 2026. Product revenue grew from 188.5 million dollars in 2021 to 606.4 million dollars in 2025, reaching 306 million dollars in the first quarter of 2026. Over the same period, shares outstanding increased from about 118.7 million at the end of 2021 to about 214.3 million at the end of 2025 and about 216.5 million by the end of March 2026. The company is led by William H. Lewis, who has served as CEO since 2012 and also as Chairman since 2018, and employs approximately 1,664 people.
Branchenposition
Insmed operates in the specialty innovative-medicine segment focused on high unmet-need rare diseases rather than the mature generics-and-broad-coverage model of large pharmaceutical companies. Its two core commercial opportunities are MAC lung disease and non-cystic fibrosis bronchiectasis; the company estimates bronchiectasis at roughly 500,000 diagnosed patients in the United States, about 600,000 across five European countries, and about 150,000 in Japan, while MAC lung disease has approximately 95,000-115,000 diagnosed patients in the United States, of which the refractory population is about 12,000-17,000. In its current approved positioning, Insmed states it is not aware of other approved inhaled therapies specifically for NTM/MAC lung disease in North America, Europe, or Japan, and ARIKAYCE is recommended for refractory MAC lung disease patients in the ATS/ERS/ESCMID/IDSA guidelines. BRINSUPRI is the first-and-only approved therapy for bronchiectasis in both the United States and the European Union, and in the first quarter of 2026 it generated 207.9 million dollars in quarterly revenue. The company's competitive barriers derive primarily from patents and regulatory protection (ARIKAYCE US patent coverage expected at least to 2035; BRINSUPRI principal patents to 2035-2040, both listed in the Orange Book), first-mover label advantage, specialty commercialization capability, and switching costs once physicians establish prescribing habits and patients stabilize on therapy. A known competing program is Boehringer Ingelheim's verducatib/BI 1291583, which has advanced to the Phase III AIRTIVITY study in bronchiectasis, indicating that DPP1/CatC-related mechanism competition is not absent. In March 2026 Insmed disclosed that ARIKAYCE's Phase 3b ENCORE study met its primary endpoint and all multiplicity-controlled secondary culture-conversion endpoints, with an sNDA planned for the second half of 2026 to support a label expansion to all MAC lung disease patients.
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