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INSM Insmed

Insmed Incorporated is a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases. Insmed's first commercial product is a first-in-disease therapy approved in the United Statesand the European Union to treat a chronic, debilitating lung disease. The Company is also progressing a robust pipeline of investigational therapies targeting areas of serious unmet need, including neutrophil-mediated inflammatory diseases and rare pulmonary disorders. Insmed is headquartered in Bridgewater, New Jersey, with a growing footprint across Europeand in Japan. .

Company profile

Ticker
INSM
Exchange
Website
CEO
William Lewis
Employees
Incorporated
Location
Fiscal year end
SEC CIK
Subsidiaries
Celtrix Pharmaceuticals, Inc. • Insmed Limited • Insmed Holdings Limited • Insmed Ireland Limited • Insmed Germany GmbH • Insmed France SAS • Insmed Netherlands B.V. • Insmed Switzerland GmbH ...
IRS number
541972729

INSM stock data

(
)

Investment data

Data from SEC filings
Securities sold
Number of investors

Calendar

5 Aug 21
20 Oct 21
31 Dec 21
Quarter (USD)
Jun 21 Mar 21 Dec 20 Sep 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Insmed earnings reports.

Cash burn rate (estimated) Burn method: Change in cash Burn method: Operating income/loss Burn method: FCF (opex + capex)
Last Q Avg 4Q Last Q Avg 4Q Last Q Avg 4Q
Cash on hand (at last report) 928.33M 928.33M 928.33M 928.33M 928.33M 928.33M
Cash burn (monthly) (positive/no burn) (positive/no burn) 38.9M 31.09M 25.15M 27.43M
Cash used (since last report) n/a n/a 143.31M 114.52M 92.65M 101.06M
Cash remaining n/a n/a 785.02M 813.8M 835.68M 827.27M
Runway (months of cash) n/a n/a 20.2 26.2 33.2 30.2

Beta Read what these cash burn values mean

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
30 Sep 21 William Lewis Common Stock Sell Dispose S No Yes 27.64 13,307 367.81K 202,219
30 Sep 21 William Lewis Common Stock Sell Dispose S No Yes 27.32 83,307 2.28M 215,526
30 Sep 21 William Lewis Common Stock Option exercise Acquire M No Yes 3.4 96,614 328.49K 298,833
30 Sep 21 William Lewis Stock Option Common Stock Option exercise Dispose M No No 3.4 96,614 328.49K 3,386
7 Sep 21 John Soriano Common Stock Sell Dispose S No No 28.2 17,349 489.24K 35,204
7 Sep 21 John Soriano Common Stock Option exercise Acquire M No No 13.91 17,349 241.32K 52,553
7 Sep 21 John Soriano Stock Option Common Stock Option exercise Dispose M No No 13.91 17,349 241.32K 52,046
8 Jul 21 Michael Alexander Smith Common Stock Grant Acquire A No No 0 6,722 0 29,228
8 Jul 21 Michael Alexander Smith Stock Option Common Stock Grant Acquire A No No 27.89 32,550 907.82K 32,550
15 May 21 William Lewis Common Stock Payment of exercise Dispose F No No 26.23 6,481 170K 201,471

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

13F holders
Current Prev Q Change
Total holders 196 195 +0.5%
Opened positions 31 21 +47.6%
Closed positions 30 33 -9.1%
Increased positions 86 66 +30.3%
Reduced positions 50 82 -39.0%
13F shares
Current Prev Q Change
Total value 3.42B 4.03B -15.1%
Total shares 120.19M 105.38M +14.1%
Total puts 100.2K 85.4K +17.3%
Total calls 157.3K 113.6K +38.5%
Total put/call ratio 0.6 0.8 -15.3%
Largest owners
Shares Value Change
TROW T. Rowe Price 14.37M $409.05M +27.2%
Vanguard 10.65M $303M +9.9%
BLK Blackrock 8.66M $246.47M +3.4%
JHG Janus Henderson 7.95M $226.32M +27.9%
Palo Alto Investors 6.02M $171.3M +3.3%
William Blair Investment Management 5.03M $143.05M +33.5%
FMR 4.34M $123.39M -27.4%
AMP Ameriprise Financial 4.06M $115.69M +20.2%
STT State Street 3.57M $101.73M +10.7%
BEN Franklin Resources 3.45M $98.15M +21.7%
Largest transactions
Shares Bought/sold Change
TROW T. Rowe Price 14.37M +3.07M +27.2%
MCQEF Macquarie 3.19M +2.93M +1114.6%
Lord, Abbett & Co. 195.72K -2.1M -91.5%
Pictet Asset Management 2.55M +2.03M +389.6%
Artisan Partners Limited Partnership 0 -1.77M EXIT
JHG Janus Henderson 7.95M +1.73M +27.9%
FMR 4.34M -1.63M -27.4%
William Blair Investment Management 5.03M +1.26M +33.5%
Avidity Partners Management 1.15M +1.15M NEW
Vanguard 10.65M +961.18K +9.9%

Financial report summary

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Management Discussion
  • We are committed to the safety and well-being of our workforce. In March 2020, we implemented a number of corporate initiatives in response to the novel coronavirus global pandemic which manifests as COVID-19. These initiatives included a remote working policy for all employees in order to aid the global containment effort and allow infectious disease specialists and pulmonologists to focus exclusively on treating patients and containing the virus. The policy included all of the field-based therapeutic specialists and employees who support ARIKAYCE prescribers. Beginning on June 1, 2020, certain of our field-based employees who support ARIKAYCE prescribers were permitted to return to the field on a voluntary basis. To date, access to prescribers has been limited with significant regional variability. Our Arikares® trainers are continuing to offer remote training for patients who initiate treatment with ARIKAYCE. As COVID-19 infections in the US subsided and vaccination rates increased, we have seen a resumption of activities, including field-based employees returning to the field, reopening of physician offices and patients returning to in-office visits. However, as new variants of COVID-19 emerge, some of these activities have recently been paused in certain regions. While we continue to see use of ARIKAYCE, including new patient adds and continued prescription renewals, there remains a general uncertainty regarding the impact of COVID-19 on the ARIKAYCE patient population and physicians.
Content analysis
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Legalese
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Readability
H.S. junior Avg
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