INSM Insmed Inc

$INSM Arikayce PDUFA for label expansion in January. No advisory committee needed, so it’s likely clear sailing to over 100k addressable patients, and Japan is concurrent with our FDA! Launch expansion expected in first half of ‘27.

$INSM you have to be a moron to be selling at these prices. Should by 160+ in a few months

$INSM Just picked up more shares moments ago in pre market hours - my buy price under $111. A steal in my opinion.

$INSM this is how they steal your shares. First drop it from 140 to 94 for bs reasons and then after exceptional earnings make weak hands sell for 110 thinking they made 10-15 return. This stock should not have dropped below 120 and deserves to be 140-150. Not selling till atleast 220.

$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 having a strong +2% day! Now testing the marked out area of interest and the 50DMA (broken) A breakout of the resistance trendline (~$118) as the stock seeing the 200Day at $125.40!

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

$INSM loved the call . Great insight into the AI driven research of under served or mis diagnosed patients. Then taking that data and having trained nurses educate and campaign to those physyscians and facilities. Could bring an unknown increase in next year revenues.

Brinsupri is doing the heavy lifting for $INSM today imo Q3 revenue hit 524.4 million, up 268% from a year ago, with Brinsupri alone at 400.1 million, up 29% from Q2, and guidance raised for both commercial products stock near 111 today, up about 15% off a 96.98 close, and that is a commercial launch turning into a real franchise story

$INSM imagine being confident of 20% compounded revenue growth uninterrupted for 10 years? And that’s the conservative estimate! I’m putting my money on that kind of return for sure! Insmed could easily move up by several multiples.

$INSM great print, management knows what they’re doing here. The sky is the limit, not selling any time soon

$INSM approved drugs on market are worth 120 a share Pipeline is at least double that . PT 220.

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

Goldman Sachs reit'd $INSM Buy-$194 and revised its '27 forecast to $2.7B vs $2.4B prior—supported by geographic expansion in Japan. [MRK CSLLY GSK AZN UTHR TRVI LQDA ARMP] Goldman Sachs said in its note: Looking forward, we see further upside potential from the expansion of Brinsupri into comorbid COPD/asthma patients, with the magnitude of the incremental opportunity expected to gain clarity in mid-2027 as claims/COPD foundation data emerge (details within). With robust commercial execution -- including for Arikayce which is in its 9th year of launch and set for a label expansion to the larger 1L NTM setting (Jan 28 PDUFA, no AdCom expected) -- alongside continued progress on the pipeline via the Ph3 PALM program (poised to unlock an underappreciated $6 billion+ in peak sales for TPIP across PAH, PH-ILD, IPF, and PPF) and early gene therapy optionality, we see INSM as an attractive growth story positioned for a re-rating as the business transitions to cash flow positivity in 2027.

$INSM this made a 50%+ rally from the 52 weeks low...and gave back most of it, gonna be interesting how it behaves after tomorrow report.

$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 Mizuho Securities — October 29 Price target reduced $195 → $154 Mizuho lowered its price target from $195 to $154 while maintaining its positive rating. This is the first clearly reported same-day analyst update I found, and it is a disappointing valuation reaction despite the strong stock move.  Can anybody help me with this why they dropped it that far I thought today's call numbers were very positive ????

$INSM reported earnings before the open: GAAP EPS of −$0.46 vs. −$0.38 estimated, a miss of 20.1%. I used Stock Meadow to review the results.