INSM Stock Slides on CFO Exit, Reiterates '26 Sales View
Insmed shares slide after CFO Sara Bonstein's surprise exit, though the company reaffirms 2026 revenue guidance for Brinsupri and Arikayce.
Stock Taper 
INSM
$101.74
▼ DOWN 3.32% (-3.49)
KEY STATISTICS
Market Cap$22.05 B
52w High$212.75
52w Low$90.39
Dividend Yield—
Frequency—
P/E-24.75
Volume3.16M
Shares Out.216.75M
COMPANY
LEADERSHIP
CHIEF EXECUTIVE
William H. Lewis
COMPENSATION 2026
Salary$854,550
Stock Awards$2,999,940
Incentive Plan Pay$1,495,463
All Other Comp.$117,407
Total$14,467,393
ABOUT
SECTOR
Healthcare
WENT PUBLIC
June 1, 2000
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
1,664
PRICE TARGET
Target High$235.00
Target Low$169.00
Target Median$196.50
Target Consensus$197.00
UPCOMING EARNINGS
DateOct 29, 2026
DayThursday
Rev. Est.$500.97M
OCT
29
THU
SPLIT RECORD
| DATE | TYPE | RATIO |
|---|---|---|
| 2011-03-03 | Reverse | 1:10 |
| 2000-07-31 | Reverse | 1:4 |
ETFS HOLDING THIS STOCK
ETFS HOLDING
548
LISTED HERE
10
RANKED BY POSITION SIZE
INSTITUTIONAL OWNERSHIP
SHARES OWNED
60.11%
HOLDERS
922
TOP 8 OF 922 · RANKED BY POSITION SIZE
PRICE
$101.74 ▼ DOWN 3.32% (−$3.49)About Insmed Incorporated
https://www.insmed.com ↗Insmed Incorporated is a biopharmaceutical company developing and commercializing therapies for serious and rare diseases, including ARIKAYCE for lung disease and investigational treatments for bronchiectasis and pulmonary hypertension.
INDUSTRY
Biotechnology
A PRODUCT INSMED INCORPORATED IS KNOWN FOR
BRINSUPRI™ (brensocatib)
BRINSUPRI™ (brensocatib), FDA-approved in August 2025, is the first oral DPP1 inhibitor treatment for non-cystic fibrosis bronchiectasis, targeting disease-related inflammation.
Insmed Incorporated in 2025
SENTIMENT: + POSITIVE
REGULATORY · AUGUST 12, 2025
Insmed's Brensocatib (BRINSUPRI™) Wins Landmark FDA Approval as First-Ever Treatment for Non-Cystic Fibrosis Bronchiectasis
The U.S. Food and Drug Administration (FDA) approved BRINSUPRI™ (brensocatib) on August 12, 2025, marking a historic milestone as the first and only approved therapy for non-cystic fibrosis bronchiectasis (NCFB). This pivotal regulatory decision, which followed a priority review, opened up a new commercial market for a disease affecting approximately 500,000 patients in the U.S. with no previously approved treatments.
PRODUCT LAUNCH · AUGUST 2025 · COMPLETED
Insmed Launches BRINSUPRI™ (brensocatib), the First and Only Approved Treatment for Non-Cystic Fibrosis Bronchiectasis
Insmed's most significant strategic shift in 2025 was the FDA approval and subsequent U.S. commercial launch of its new drug, BRINSUPRI. This intentional move establishes a new revenue stream and positions the company as a leader in a previously unaddressed market, fundamentally altering its commercial portfolio and growth trajectory.
Latest News
EARLIER COVERAGE
Insmed Stock Slides — CFO Exit Date Set, 2026 Guidance Reaffirmed
Insmed Inc. (NASDAQ:INSM) shares are trading lower by almost 7% on Monday as traders digest a CFO transition update alongside a slightly softer risk tone.
Insmed Announces CFO Transition
— Sara Bonstein Will Step Down as CFO on October 30 After Nearly Seven Years of Dedicated Leadership — — Company Reaffirms Full-Year 2026 Financial Guidance — — Company Announces Third-Quarter 2026 Financial Results Conference Call to Be Held on Thursday, October 29, 2026 — BRIDGEWATER, N.J., Oct. 5, 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 Sara Bonstein will step down as Chief Financial Officer (CFO).
RATINGS SNAPSHOT
Overall rating: D+
Discounted Cash Flow1
Return On Equity1
Return On Assets1
Debt To Equity1
Price To Earnings1
Price To Book1
Overall Score1
MOST RECENT ANALYST GRADES
GRADE SUMMARY
BUY 9
OVERWEIGHT 5
OUTPERFORM 4
18 GRADES IN THE LAST 12 MONTHS
SECTORS PEERS
| PEER | PRICE | |
|---|---|---|
 TAK | $18.11 | COMPARE |
 CAH | $233.23 | COMPARE |
 HUM | $400.27 | COMPARE |
 A | $169.72 | COMPARE |
 IQV | $263.25 | COMPARE |
 HLN | $8.90 | COMPARE |
 ONC | $364.99 | COMPARE |
 RMD | $221.51 | COMPARE |
TRADES BY CONGRESS
HOUSE TRADES
Josh Gottheimer
Sale (Partial)
2026-06-10
Josh S. Gottheimer
Sale (Partial)
2026-06-10
Gilbert Cisneros
Sale (Full)
2025-10-03
Gilbert Ray Cisneros
Sale (Full)
2025-10-03
INSIDER TRADES
★
DIRECTOR
Brennan David R
Sale · 25.0K shares
2026-09-09
★
DIRECTOR
SHAROKY MELVIN MD
Sale · 5.0K shares
2026-08-17
★
OFFICER: CHIEF OPERATING OFFICER
Adsett Roger
Sale · 81.0K shares
2026-08-10
★
OFFICER: CHIEF OPERATING OFFICER
Adsett Roger
Sale · 76.6K shares
2026-08-10