Insmed Dirección
Dirección controles de criterios 3/4
Actualmente no disponemos de información suficiente sobre el CEO.
Información clave
Will Lewis
Chief Executive Officer (CEO)
US$14.5m
Compensación total
| Porcentaje del salario del CEO | 5.91% |
| Permanencia del CEO | 14yrs |
| Participación del CEO | 0.2% |
| Permanencia media de la dirección | 7yrs |
| Promedio de permanencia en la Junta Directiva | 8.3yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • Sep 08
Insmed: A Strong Launch And A Much Bigger Peak Sales Opportunity
Summary Insmed is rated Strong Buy with a $175 target, offering ~39% upside from current levels. BRINSUPRI's rapid launch and raised peak sales guidance to $7B+ underpin INSM’s commercial momentum and pipeline credibility. Management now estimates combined peak sales of $14B+ for its three lead drugs, up 75%, though some projections are not yet data-backed. Key risks include high valuation (23.9x EV/Sales), ongoing losses, TPIP trial uncertainty, and reliance on management’s long-term assumptions. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 22
INSM: Respiratory Franchise Execution Will Outweigh Index Removal And Brensocatib Launch Debates
Insmed's analyst fair value estimate edges up from $161 to $169 as analysts factor in Q2 Brinsupri strength, raised sales guidance, and updated peak scenarios from recent research. Analyst Commentary Recent research on Insmed highlights a generally constructive analyst stance, with several large firms adjusting their models in response to Q2 Brinsupri trends, updated sales guidance, and revised long term scenarios.Actualización de narrativa • Aug 08
INSM: Respiratory Franchise Execution Will Outweigh Index Removal And Launch Concerns
Insmed's updated analyst price target has moved from $141.28 to $161.00. This reflects analysts' focus on the Brinsupri launch trajectory, revised revenue and margin assumptions, and a higher future P/E multiple anchored in recent research that clusters price targets mostly in the $169 to $218 range.Actualización de narrativa • Jul 14
INSM: Index Removal Fears Will Contrast With Respiratory Franchise Execution Potential
Insmed's updated analyst price target framework edges down modestly, with fair value moving from about $145.86 to $141.28 as analysts factor in slightly lower revenue growth assumptions, a higher discount rate, and a reduced future P/E. This partly reflects recent target trims following index-related concerns and updated Brinsupri expectations.
Actualización de narrativa • Jun 16
INSM: 2026 Respiratory Launch Execution Will Drive Bronchiectasis Upside Debate
Insmed's updated analyst price target edges down slightly to about $197, with analysts citing refined Brinsupri revenue, margin and P/E assumptions. They still point to recent share weakness and Q2 uncertainty as key factors in their revised, but broadly constructive, models.Actualización de narrativa • Jun 02
INSM: 2026 Respiratory Launch Execution Will Drive Bronchiectasis Leadership Debate
Analysts have trimmed their average price target on Insmed to about $200 from $212.50, reflecting updated Q1 models that factor in recent competitive developments and refreshed Brinsupri expectations, while still largely maintaining constructive views on the stock. Analyst Commentary Street research around Insmed has been active, with multiple firms adjusting price targets and ratings following Q1 results, clinical updates and early feedback on Brinsupri.Nueva narrativa • May 28
Pulmonary Disease Headwinds Will Test This Respiratory Franchise Before Long Term Potential Emerges
Catalysts About Insmed Insmed focuses on therapies for serious respiratory and rare diseases, including bronchiectasis, NTM MAC lung infection and pulmonary hypertension indications. What are the underlying business or industry changes driving this perspective?
Nueva narrativa • May 13
Future Respiratory Breakthroughs And Pipeline Expansion Will Transform Long Term Earnings Power
Catalysts About Insmed Insmed focuses on developing and commercializing therapies for serious respiratory and rare diseases. What are the underlying business or industry changes driving this perspective?Artículo de análisis • May 11
Insmed Incorporated (NASDAQ:INSM) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
Shareholders in Insmed Incorporated ( NASDAQ:INSM ) had a terrible week, as shares crashed 28% to US$101 in the week...Actualización de narrativa • Apr 22
INSM: 2026 Respiratory Launch Execution Will Shape Bronchiectasis Leadership Trajectory
Insmed's updated analyst price target edges down by about $2 to $212.50, as analysts weigh slightly higher discount rate assumptions against continued strong expectations for Brinsupri and the broader respiratory pipeline, as reflected in a series of recent target revisions and new bullish initiations. Analyst Commentary Recent research has been active around Insmed, with several firms updating targets and views following Brinsupri launch commentary, ENCORE data, and management guidance.Actualización de narrativa • Apr 06
INSM: 2026 Respiratory Launch Execution Will Drive Bronchiectasis Market Expansion
Analysts have nudged Insmed's fair value estimate higher to $214.32, reflecting a series of recent price target increases that are tied to confidence in the Brinsupri launch, an expanded bronchiectasis opportunity, and updated Street research on the company's broader respiratory portfolio. Analyst Commentary Recent Street research around Insmed clusters around a few common themes, with most attention on Brinsupri execution, the bronchiectasis market opportunity, and updated revenue guidance through 2026.Actualización de narrativa • Mar 20
INSM: 2026 Respiratory Revenue Milestone And Market Expansion Will Drive Platform Potential
Analysts have made a modest upward adjustment to the Insmed price target, increasing the estimated fair value from about $212.53 to $213. They cite renewed confidence in Brinsupri's launch potential, reinforced 2026 guidance and broader bronchiectasis market opportunities highlighted across recent research from Jefferies, BofA, Mizuho, Morgan Stanley, Wells Fargo, Stifel, UBS, Barclays, Roth and RBC.Actualización de narrativa • Mar 05
INSM: Brinsupri Launch And 2026 Revenue Milestone Will Support Future Platform Expansion
Analysts have trimmed their average price target on Insmed by a few dollars to about $213, as slightly higher discount rates and more measured revenue and margin assumptions offset continued optimism around the Brinsupri launch and its longer term market opportunity. Analyst Commentary Recent Street commentary on Insmed clusters around the same core themes, with valuation tweaks mainly driven by updated assumptions on Brinsupri, management's long range guidance, and broader biotech sector conditions.Actualización de narrativa • Feb 18
INSM: European Respiratory Approval And NASDAQ Inclusion Will Support Future Platform Expansion
Narrative Update: Insmed Analyst Price Target Shift Insmed's blended analyst price target edges down by about $1 to roughly $214 as analysts balance slightly lower long term growth and P/E assumptions with ongoing support for the pipeline and recent target changes across the Street. Analyst Commentary Street research on Insmed over recent months shows a cluster of bullish initiations and target moves, with a few more cautious tweaks at the margin.Actualización de narrativa • Feb 04
INSM: European Respiratory Progress And NASDAQ Inclusion Will Support Future Platform Expansion
Analysts have nudged their blended price target for Insmed higher to about $215 per share, reflecting slightly stronger revenue and margin assumptions and a lower future P/E following recent initiation and target updates across the Street. Analyst Commentary Bullish analysts are leaning into Insmed's updated pricing and P/E framework, pointing to specific pipeline and sector factors that they see as supporting the higher blended price target, while more cautious voices are focusing on funding needs and competitive pressures across biotech.Actualización de narrativa • Jan 20
INSM: European Respiratory Portfolio Momentum Will Support Future Platform Expansion
Analysts have nudged their blended price expectations for Insmed slightly lower, trimming the implied fair value by about US$1.60 to reflect modestly higher discount rates, even as they factor in stronger projected revenue growth, wider profit margins and a lower assumed future P/E multiple. This view is supported by recent research highlighting both sector wide M&A potential and company specific drivers such as Brinsupri's EC approval, Q3 execution and anticipated respiratory portfolio expansion.Actualización de narrativa • Jan 06
INSM: European Bronchiectasis Approval Will Support Future Respiratory Platform Expansion
Analysts now place Insmed's blended price target at about US$215.56, edging up from roughly US$214.78 as they factor in recent target moves across the Street tied to Brinsupri's EC approval, Q3 execution, and the broader biotech funding backdrop. Analyst Commentary Bullish Takeaways Bullish analysts highlight Brinsupri's formal EC approval for certain non cystic fibrosis bronchiectasis patients and planned early 2026 access, which they see as an important driver underpinning higher valuation targets above US$210.Actualización de narrativa • Dec 22
INSM: European Bronchiectasis Launch Will Drive Future Respiratory Platform Upside
Insmed's analyst price target has been lifted by about $8 to roughly $215, as analysts factor in strong Brinsupri momentum, expanding indications, and solid execution across the broader respiratory pipeline. Analyst Commentary Bullish analysts continue to lift their models as Brinsupri's early momentum and label breadth in non cystic fibrosis bronchiectasis reshape expectations for Insmed's long term revenue trajectory and margin expansion.Actualización de narrativa • Dec 08
INSM: Respiratory Portfolio Execution And European Expansion Will Shape Future Outlook
Analysts have modestly lifted their price target on Insmed from $214 to $223, reflecting stronger confidence in Brinsupri's European launch trajectory, the expansion of non cystic fibrosis bronchiectasis indications, and continued evidence of robust execution across the broader respiratory portfolio. Analyst Commentary Recent Street research continues to skew positive, with multiple bullish analysts lifting price targets in response to stronger than expected commercial execution and an expanding opportunity set around Brinsupri and the broader respiratory platform.Actualización de narrativa • Nov 24
INSM: Commercial Execution And Pipeline Progress Will Shape Balanced Outlook
Analysts have raised their price target for Insmed from $204.50 to $214.12, citing strong commercial performance, positive product launches, and greater confidence in the company's revenue growth prospects, even as profitability and valuation metrics continue to evolve. Analyst Commentary Analysts covering Insmed have provided a range of perspectives following recent product launches and clinical updates.Actualización de narrativa • Nov 01
INSM: 2025 Launch Will Drive Respiratory Platform Expansion Amid Elevated Expectations
Insmed's analyst price target has climbed significantly, rising by more than $30 to $204.50. Analysts cite stronger pipeline execution, improving profit margins, and expanding growth opportunities across its lead programs as key reasons for the increase.Actualización de narrativa • Oct 17
Brensocatib's 2025 Launch Will Transform Bronchiectasis Care
Analysts have raised their price target for Insmed, increasing fair value from $164.41 to $172.59. This adjustment is driven by anticipation of broader Brinsupri uptake, pipeline advancements, and improved sentiment following positive clinical and commercial updates.Actualización de narrativa • Oct 03
Brensocatib's 2025 Launch Will Transform Bronchiectasis Care
Insmed's analyst price target has increased by over $6 to $164.41, as analysts cite stronger revenue growth projections and recent clinical and commercialization achievements as key catalysts for the upward revision. Analyst Commentary Recent analyst activity around Insmed highlights a dynamic mix of optimism and caution, reflecting both the company's clinical progress and commercial prospects.Actualización de narrativa • Sep 07
Brensocatib's 2025 Launch Will Transform Bronchiectasis Care
Insmed’s consensus price target has increased to $158.00, reflecting analyst optimism around Brinsupri’s broad FDA approval, strong initial commercial outlook, advancing pipeline assets, and positive clinical data, despite some valuation concerns following the recent price appreciation. Analyst Commentary Bullish analysts are raising price targets following the FDA approval of Brinsupri (brensocatib) for non-cystic fibrosis bronchiectasis, highlighting a broad label, no major safety warnings, inclusion of FEV1 efficacy data, and a high launch price as key upside surprises that position the therapy for multi-billion dollar opportunities.Actualización de narrativa • Aug 23
Brensocatib's 2025 Launch Will Transform Bronchiectasis Care
Insmed’s consensus price target has surged to $148.44, driven by the FDA approval and strong commercial prospects for Brinsupri, expanded pipeline potential, and robust Phase 2 results for TPIP—underscoring significant upward revisions in revenue and profit expectations. Analyst Commentary Bullish analysts are raising price targets following FDA approval of Brinsupri as the first therapy for non-cystic fibrosis bronchiectasis, citing a broad label with both doses approved, clean safety profile, and inclusion of favorable FEV1 and secondary endpoint data in prescribing information.Actualización de narrativa • Aug 08
Brensocatib's 2025 Launch Will Transform Bronchiectasis Care
Despite a sharply higher future P/E and a substantial decline in net profit margin, analysts have aggressively raised Insmed’s price target from $68.64 to $120.12. What's in the News Insmed reported positive topline Phase 2b results for treprostinil palmitil inhalation powder (TPIP) in pulmonary arterial hypertension, meeting primary and all secondary endpoints.Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$875m |
| Mar 31 2026 | n/a | n/a | -US$1b |
| Dec 31 2025 | US$14m | US$855k | -US$1b |
| Sep 30 2025 | n/a | n/a | -US$1b |
| Jun 30 2025 | n/a | n/a | -US$1b |
| Mar 31 2025 | n/a | n/a | -US$1b |
| Dec 31 2024 | US$11m | US$810k | -US$914m |
| Sep 30 2024 | n/a | n/a | -US$864m |
| Jun 30 2024 | n/a | n/a | -US$803m |
| Mar 31 2024 | n/a | n/a | -US$747m |
| Dec 31 2023 | US$10m | US$780k | -US$750m |
| Sep 30 2023 | n/a | n/a | -US$724m |
| Jun 30 2023 | n/a | n/a | -US$696m |
| Mar 31 2023 | n/a | n/a | -US$547m |
| Dec 31 2022 | US$8m | US$735k | -US$482m |
| Sep 30 2022 | n/a | n/a | -US$434m |
| Jun 30 2022 | n/a | n/a | -US$416m |
| Mar 31 2022 | n/a | n/a | -US$438m |
| Dec 31 2021 | US$7m | US$710k | -US$435m |
| Sep 30 2021 | n/a | n/a | -US$424m |
| Jun 30 2021 | n/a | n/a | -US$375m |
| Mar 31 2021 | n/a | n/a | -US$319m |
| Dec 31 2020 | US$6m | US$660k | -US$294m |
| Sep 30 2020 | n/a | n/a | -US$245m |
| Jun 30 2020 | n/a | n/a | -US$242m |
| Mar 31 2020 | n/a | n/a | -US$247m |
| Dec 31 2019 | US$7m | US$641k | -US$254m |
Compensación vs. Mercado: La compensación total ($USD14.47M) de Will está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.74M).
Compensación vs. Ingresos: La compensación de Will ha aumentado mientras la empresa no es rentable.
CEO
Will Lewis (57 yo)
14yrs
Permanencia
US$14,467,393
Compensación
Mr. William H. Lewis, J.D. M.B.A. also known as Will, serves as an Independent Chairman of Board of Directors of NewAmsterdam Pharma Company N.V. from January 2024. He has been Chief Executive Officer and...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 14yrs | US$14.47m | 0.17% $ 45.2m | |
| Chief Financial Officer | 6.7yrs | US$4.62m | 0.011% $ 2.8m | |
| Chief Operating Officer | 6.8yrs | US$4.69m | 0.027% $ 7.3m | |
| Chief Legal Officer & Corporate Secretary | 5.2yrs | US$4.14m | 0.017% $ 4.6m | |
| Chief Medical Officer | 6.8yrs | US$4.72m | 0.0050% $ 1.3m | |
| Chief Scientific Officer | no data | sin datos | sin datos | |
| Vice President of Investor Relations | no data | sin datos | sin datos | |
| Chief Compliance Officer | no data | sin datos | sin datos | |
| Vice President of Corporate Communications | no data | sin datos | sin datos | |
| Chief People Strategy Officer | 13.7yrs | US$2.66m | 0.019% $ 5.1m | |
| Chief Product Strategy Officer | 9.3yrs | US$1.69m | sin datos | |
| GM & Head of Europe | 7.3yrs | sin datos | sin datos |
7.0yrs
Permanencia media
57yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de INSM es experimentado (7 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 14yrs | US$14.47m | 0.17% $ 45.2m | |
| Independent Director | 25.3yrs | US$425.00k | 0.12% $ 32.4m | |
| Lead Independent Director | 12.3yrs | US$465.00k | 0.044% $ 11.8m | |
| Independent Director | 6.8yrs | US$425.00k | 0.032% $ 8.6m | |
| Independent Director | 7.8yrs | US$432.86k | 0.027% $ 7.2m | |
| Independent Director | 8.3yrs | US$425.00k | 0.025% $ 6.7m | |
| Independent Director | 6.4yrs | US$427.50k | 0.029% $ 7.8m |
8.3yrs
Permanencia media
62yo
Promedio de edad
Junta con experiencia: La junta directiva de INSM se considera experimentada (8.3 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/17 08:07 |
| Precio de las acciones al final del día | 2026/09/17 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Insmed Incorporated está cubierta por 45 analistas. 21 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Neena Bitritto-Garg | Baird |
| Eliana Merle | Barclays |
| "Eliana Merle | Barclays |