Insmed Inc Stock Price, News & Analysis

Insmed (Nasdaq: INSM) has granted inducement awards to 115 new employees under its 2025 Inducement Plan, complying with Nasdaq Listing Rule 5635(c)(4). The grants, approved on August 29, 2025, include 70,742 restricted stock units and options to purchase 8,420 shares at $136.10 per share.

The restricted stock units feature a four-year vesting schedule with 25% vesting annually. The stock options have a 10-year term with 25% vesting after the first year and 12.5% vesting semi-annually for the following three years, subject to continued employment.

Insmed (Nasdaq: INSM), a global biopharmaceutical company, has announced its participation in two upcoming investor conferences in September 2025. The company will present at the Wells Fargo 2025 Healthcare Conference in Boston on September 5 at 8:00 a.m. ET and the Morgan Stanley 23rd Annual Global Healthcare Conference in New York on September 9 at 4:50 p.m. ET.

Both presentations will be available via webcast through Insmed's investor relations website and will remain accessible for 30 days after the events.

Insmed (Nasdaq: INSM) has achieved a historic milestone with the FDA approval of BRINSUPRI™ (brensocatib), the first and only treatment for non-cystic fibrosis bronchiectasis (NCFB) in adults and children 12 years and older. This first-in-class oral DPP1 inhibitor targets neutrophilic inflammation, a root cause of bronchiectasis exacerbations.

The approval is supported by Phase 3 ASPEN and Phase 2 WILLOW studies, showing significant clinical benefits: BRINSUPRI demonstrated a 21.1% reduction in annual exacerbation rates at 10mg and 19.4% at 25mg compared to placebo. The drug is now available in the U.S. through specialty pharmacies, addressing a market of approximately 500,000 diagnosed patients.

Insmed (Nasdaq: INSM) reported strong Q2 2025 financial results, with ARIKAYCE revenue reaching $107.4 million, up 19% year-over-year. The company maintained its 2025 ARIKAYCE revenue guidance of $405-425 million.

Key developments include: pending FDA approval for brensocatib in bronchiectasis (PDUFA date: August 12, 2025), positive Phase 2b results for TPIP in PAH, and Phase 3 studies planned for PH-ILD and PAH. The company reported a Q2 net loss of $321.7 million ($1.70 per share) and holds a strong cash position of $1.9 billion following a successful public offering that raised $823.1 million.

Insmed (Nasdaq: INSM) has scheduled its second-quarter 2025 financial results conference call for Thursday, August 7, 2025, at 8:00 a.m. ET. The company will release its financial results the same day.

Investors can join the conference call by dialing (888) 210-2654 (U.S.) or (646) 960-0278 (international) using access code 7862189. A live webcast will be available on Insmed's website. The call replay will be accessible until August 14, 2025, and the webcast recording will be archived for 90 days on the company's investor relations website.

Insmed announced the pricing of a public offering of 7,812,500 common stock shares at $96.00 per share, aiming to raise approximately $750 million in gross proceeds. The company granted underwriters a 30-day option to purchase up to 1,171,875 additional shares. The proceeds will fund research and development of brensocatib, pre-commercial activities, further development of ARIKAYCE, research for treprostinil palmitil inhalation powder (TPIP), INS1201, pre-clinical research, and general corporate purposes including business expansion. The offering, led by major financial institutions including Goldman Sachs, Leerink Partners, and others, is expected to close on June 13, 2025.

Insmed (INSM) has announced plans for a significant public offering of common stock, aiming to raise $650 million. The biopharmaceutical company will also grant underwriters a 30-day option to purchase an additional $97.5 million worth of shares. Goldman Sachs & Co. LLC and Leerink Partners are serving as joint book-running managers for the offering. The offering will be made under Insmed's existing shelf registration statement that became effective on May 19, 2023. The completion of the offering is subject to market conditions, with no guarantee of its final size or terms.

Insmed (NASDAQ: INSM) reported positive topline results from its Phase 2b study of TPIP (treprostinil palmitil inhalation powder) for pulmonary arterial hypertension (PAH). The once-daily therapy met its primary endpoint with a 35% placebo-adjusted reduction in pulmonary vascular resistance (p<0.001). Secondary endpoints showed a 35.5-meter improvement in six-minute walk distance (p=0.003) and 60% reduction in NT-proBNP concentrations (p<0.001). The study involved 102 patients across 44 sites, with 75% reaching the maximum dose of 640 µg daily. TPIP demonstrated sustained 24-hour efficacy and was well-tolerated, with cough (40.6%) and headache (31.9%) as the most common side effects. Based on these results, Insmed plans to initiate Phase 3 trials for PH-ILD by end of 2025 and PAH in early 2026.

Insmed announced inducement grants to 150 new employees under its 2025 Inducement Plan, complying with Nasdaq Listing Rule 5635(c)(4). On May 30, 2025, the employees received 155,822 restricted stock units and options to purchase 16,860 shares at $69.73 per share. The restricted stock units follow a four-year vesting schedule with 25% vesting annually. The stock options have a 10-year term with 25% vesting after the first year and 12.5% vesting every six months thereafter, subject to continued employment.