Insmed マネジメント
マネジメント 基準チェック /34
Insmedの CEO はWill Lewisで、 Sep2012年に任命され、 の在任期間は 13.75年です。 の年間総報酬は$ 14.47Mで、 5.9%給与と94.1%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.23%を直接所有しており、その価値は$ 47.02M 。経営陣と取締役会の平均在任期間はそれぞれ6.8年と8.1年です。
主要情報
Will Lewis
最高経営責任者
US$14.5m
報酬総額
| CEO給与比率 | 5.91% |
| CEO在任期間 | 13.8yrs |
| CEOの所有権 | 0.2% |
| 経営陣の平均在職期間 | 6.8yrs |
| 取締役会の平均在任期間 | 8.1yrs |
経営陣の近況
Recent updates
ナラティブの更新 • 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.
新しいナラティブ • 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?
新しいナラティブ • 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?分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.Seeking Alpha • Apr 01
Insmed: The Pipeline Is Catching Up To The Valuation
Summary Insmed remains a Buy, with enterprise value near $30B and robust growth driven by Brinsupri and pipeline assets. Brinsupri's launch exceeded expectations, with Q4 revenues of $144.6M and management guiding for $1B in 2026 sales. TPIP offers differentiation in PAH/PH-ILD with once-daily dosing and encouraging Phase 2b data, supporting a $3B rNPV estimate. Despite ongoing cash burn, INSM's strong balance sheet and strategic R&D investments position it for continued upside and potential acquisition interest. Read the full article on Seeking Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • Jun 11
Insmed Incorporated's (NASDAQ:INSM) Shares Climb 40% But Its Business Is Yet to Catch Up
Insmed Incorporated ( NASDAQ:INSM ) shareholders would be excited to see that the share price has had a great month...Seeking Alpha • Apr 25
Insmed: Poised For Transformation Beyond ARIKAYCE
Summary Insmed's future hinges on the development and launch of its pipeline, particularly brensocatib, despite current financial losses due to strategic investments. Brensocatib shows promising Phase 3 results for non-cystic fibrosis bronchiectasis, with a potential FDA approval by August 2025, highlighting a significant market opportunity. Insmed's diversified pipeline, including TPIP and INS1201, reduces reliance on a single product and enhances long-term growth prospects. Despite financial risks, INSM's $1.4 billion cash reserve and potential multi-billion dollar market opportunities make it a compelling investment for those with a high-risk tolerance. Read the full article on Seeking Alpha
新しいナラティブ • Mar 19
Brensocatib's 2025 Launch Will Transform Bronchiectasis Care
Anticipated U.S. and international launches of brensocatib are key catalysts for significant revenue growth and new market penetration.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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$254m |
報酬と市場: Willの 総報酬 ($USD 14.47M ) は、 US市場 ($USD 14.81M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Willの報酬は増加しましたが、会社は利益を上げていません。
CEO
Will Lewis (57 yo)
13.8yrs
在職期間
US$14,467,393
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 13.8yrs | US$14.47m | 0.23% $ 47.0m | |
| Chief Financial Officer | 6.4yrs | US$4.62m | 0.011% $ 2.2m | |
| Chief Operating Officer | 6.6yrs | US$4.69m | 0.027% $ 5.6m | |
| Chief Legal Officer & Corporate Secretary | 4.9yrs | US$4.14m | 0.018% $ 3.7m | |
| Chief Medical Officer | 6.5yrs | US$4.72m | 0.028% $ 5.7m | |
| Chief Scientific Officer | no data | データなし | データなし | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| Chief Compliance Officer | no data | データなし | データなし | |
| Vice President of Corporate Communications | no data | データなし | データなし | |
| Chief People Strategy Officer | 13.4yrs | US$2.66m | 0.019% $ 3.9m | |
| Chief Product Strategy Officer | 9.1yrs | US$1.69m | データなし | |
| GM & Head of Europe | 7yrs | データなし | データなし |
6.8yrs
平均在職期間
57yo
平均年齢
経験豊富な経営陣: INSMの経営陣は経験豊富で経験豊富です（平均在職期間は6.8年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 13.8yrs | US$14.47m | 0.23% $ 47.0m | |
| Independent Director | 25.1yrs | US$425.00k | 0.12% $ 25.4m | |
| Lead Independent Director | 12.1yrs | US$465.00k | 0.056% $ 11.4m | |
| Independent Director | 6.6yrs | US$425.00k | 0.032% $ 6.6m | |
| Independent Director | 7.6yrs | US$432.86k | 0.027% $ 5.5m | |
| Independent Director | 8.1yrs | US$425.00k | 0.025% $ 5.1m | |
| Independent Director | 6.2yrs | US$427.50k | 0.029% $ 6.0m |
8.1yrs
平均在職期間
62yo
平均年齢
経験豊富なボード: INSMの 取締役会 は 経験豊富 であると考えられます ( 8.1年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/09 09:57 |
| 終値 | 2026/06/09 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Insmed Incorporated 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。42
| アナリスト | 機関 |
|---|---|
| Neena Bitritto-Garg | Baird |
| Eliana Merle | Barclays |
| Anita Dushyanth | Berenberg |