INSM Insmed Inc

$INSM From dough on X. “Symphony Rx shows 854 scripts for the week of 9/04/26 and 7,579 cumulative scripts for 3Q to date; weekly average growth has run ~3.0% in 3Q vs. ~1.9% in 2Q.” Goodness gracious!

$INSM BS reaction to an executive leaving. The stock is already trading at 50% discount. This market is nuts.

$INSM $114.04 is the 50% retracement from the $90.39 low and the $137.70 high after the 2nd qtr conference call. It also coincides pretty closely with the bottom of the Ichimoku cloud. Might sell some puts there.

BofA maintained its Buy-$214 on $INSM after Insmed announced, FDA accepted its sNDA for Arikayce in newly diagnosed MAC with Priority Review, setting a PDUFA of Jan 28th. $PFE $TEVA MNKD MRK LQDA UTHR GSK ASN NVS BofA said -- While the move was generally expected given the strength of the pivotal ENCORE phase 3b (see our ENCORE takes), the accelerated timeline is a welcome positive, and we see scope for INSM shares to trade with incremental strength. Arikayce has understandably been overshadowed by bigger drivers Brinsupri and TPIP, but the inhaled antibiotic remains a solid contributor, with management reiterating its $1B+ peak-sales guidance (2030e BofA $1.3B vs. VA cons $1.0B). And for a stock we'd argue receives insufficient credit for its portfolio, continued progress across programs adds breadth and durability to the growth story, strengthening the case for a broader re-rating.

$INSM CFO is never to be confused with CEO. The new CFO will probably be announced at the next earnings report. I think 100 is the approximate floor and is a phenomenal buying opportunity!

$INSM after generating a $10+ sell off by lying about higher interest rate sensitivity, they do this: Insmed (NASDAQ:INSM) was given a new $188.00 price target by The Goldman Sachs Group, Inc. This represents a 58.9% upside from the current price of $118.34. 👏

$INSM Things that make you go hmmm. Ya think recent trading over the last month may have been by some ”in the know?”

$INSM - Anyone have the latest QTD Symphony data? - From what I was seeing shared it looked like we were on track for a revenue beat as the previously shared data implied over 7k new starts for Brinsupri as at the start of Sept (versus management expectations of 7k)

UBS reiterated $INSM Buy-$172 and said -- Heading into 3Q, we lower our Brinsupri 2H26 sales estimates but maintain 2027 and beyond unchanged. VRNA - $MRK $CSLLY ARMP AZN GSK UTHR LQDA PFE MNKD TEVA UBS added—Recent updates have resulted in a setback for stock sentiment. We maintain our Buy thesis as we see a compelling valuation; however, we acknowledge the path to a stock recovery trade has become slightly elongated. Taking a step back, we believe INSM could represent a compelling recovery trade as commercial fundamentals are mostly intact with $5BN+ Brinsupri peak potential.

$INSM looks a good deal here with some revenue visibility and it's prostaglandin trial for PAH is basically free. Starter taken

$INSM I think Sara got tired of riding in the back of the bus. She wants to steer the bus. Frankly I think she has been doing it all from the beginning. Hopefully she becomes CEO of a good company.

$INSM Baker Bros (4,7 % of their 13F Q2, chg +19% up from Q1) and Druckenmiller (2.9 % 13F Q2, change +23% up from Q1 also 2.8% of portfolio in calls) are holding positions in this stock. Two SUPERsmart investors have this Company in the Top ten position of their portfolios at the end of June ‘26. 7th place Baker, 2nd place Duquesne Family office. Mean target price: 199,04 Good sector/ industry if market falls (Healthcare / Biotech)

$INSM Been on my watch for a while now. Looks like a compelling story overall since the pull back from $207 in December, started a position at $122. Insmed (INSM) reported full-year 2025 revenue of $606.4 million, with 2026 revenue guided between $1.25 billion and $1.4 billion, and expects to reach cash flow positivity in 2027. [1] 📊 Financial Revenue Overview 2025 Revenue: $606.4 million (actual annual revenue, driven by ARIKAYCE and the initial launch of BRINSUPRI). [1] 2026 Revenue Guidance: $1.25 billion – $1.4 billion (raised during Q2 2026 earnings, reflecting massive uptake of BRINSUPRI). [1] 2027 Outlook: Expected milestone for cash flow positivity without needing additional capital raises. [1]

$INSM She must disagree on something, and must hang out for some more time for something. lol

Insmed shares fell after CFO Sara Bonstein announced she will leave the company effective Oct. 30, ending nearly seven years during which the biopharma raised more than $4.2 billion in capital. The stock opened lower and hit an intraday low of $101.69 before partially recovering to around $104. Bonstein said she is leaving to pursue a broader leadership role, while Insmed stressed that her departure is unrelated to disagreements over accounting practices, financial statements or internal controls. The company has begun searching for a successor, with Bonstein staying through the Oct. 29 Q3 2026 earnings release to ensure an orderly transition. Insmed reaffirmed its 2026 outlook, including BRINSUPRI revenue of $1.25 billion–$1.4 billion and ARIKAYCE revenue of $450 million–$470 million. However, investors focused on leadership uncertainty ahead of the key earnings report. $INSM

$INSM Nice. Not a great look when the CFO leaves AND they don't already have the successor. Maybe, she's irritated about something operationally, got out-voted and has had plenty offers from other firms and is storming out. Let's hope it isn't because she sees the company heading towards being just bloated and uninspiring. 🤷