Assenagon Asset Management S.A. Grows Position in Insmed, Inc. $INSM

Assenagon Asset Management S.A. lifted its holdings in Insmed, Inc. (NASDAQ:INSM) by 76.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 129,245 shares of the biopharmaceutical company’s stock after buying an additional 55,841 shares during the period. Assenagon Asset Management S.A. owned approximately 0.06% of Insmed worth $18,613,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently bought and sold shares of the business. Hilltop National Bank purchased a new stake in shares of Insmed in the second quarter valued at approximately $28,000. ORG Partners LLC boosted its stake in Insmed by 220.2% during the second quarter. ORG Partners LLC now owns 285 shares of the biopharmaceutical company’s stock worth $28,000 after buying an additional 196 shares during the last quarter. FNY Investment Advisers LLC purchased a new stake in Insmed in the 2nd quarter valued at $33,000. LRI Investments LLC purchased a new stake in Insmed in the 2nd quarter valued at $59,000. Finally, EverSource Wealth Advisors LLC increased its stake in shares of Insmed by 65.6% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 664 shares of the biopharmaceutical company’s stock worth $67,000 after acquiring an additional 263 shares during the last quarter.

Wall Street Analysts Forecast Growth

INSM has been the topic of several recent research reports. Royal Bank Of Canada lowered their price target on shares of Insmed from $215.00 to $195.00 and set an “outperform” rating on the stock in a research report on Thursday. Citigroup reiterated an “outperform” rating on shares of Insmed in a report on Thursday. Jefferies Financial Group set a $269.00 price target on shares of Insmed in a research note on Wednesday, December 10th. HC Wainwright cut their price target on shares of Insmed from $240.00 to $230.00 and set a “buy” rating for the company in a report on Thursday. Finally, Wedbush set a $203.00 price objective on Insmed in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $205.41.

Insmed Stock Performance

NASDAQ INSM opened at $174.84 on Friday. The company has a debt-to-equity ratio of 0.59, a current ratio of 4.63 and a quick ratio of 4.34. The company has a market cap of $37.29 billion, a P/E ratio of -28.25 and a beta of 1.01. The stock has a 50-day moving average of $187.66 and a two-hundred day moving average of $143.02. Insmed, Inc. has a 1-year low of $60.40 and a 1-year high of $212.75.

Insmed (NASDAQ:INSM) last announced its earnings results on Thursday, October 30th. The biopharmaceutical company reported ($1.75) earnings per share for the quarter, missing the consensus estimate of ($1.35) by ($0.40). The business had revenue of $142.34 million for the quarter, compared to analysts’ expectations of $114.33 million. Insmed had a negative return on equity of 183.55% and a negative net margin of 264.83%.Insmed’s quarterly revenue was up 52.4% on a year-over-year basis. During the same period in the previous year, the company earned ($1.27) earnings per share. As a group, analysts anticipate that Insmed, Inc. will post -4.56 EPS for the current year.

Insider Buying and Selling at Insmed

In related news, insider Michael Alexander Smith sold 27,130 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $183.78, for a total transaction of $4,985,951.40. Following the completion of the transaction, the insider owned 54,902 shares in the company, valued at approximately $10,089,889.56. The trade was a 33.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Leo Lee sold 75,000 shares of the business’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $195.90, for a total value of $14,692,500.00. Following the sale, the director owned 54,677 shares of the company’s stock, valued at approximately $10,711,224.30. The trade was a 57.84% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 157,829 shares of company stock worth $30,266,463. 3.00% of the stock is currently owned by company insiders.

Key Stores Impacting Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Unusual bullish options activity: traders bought a large block of INSM calls (≈6,582 contracts, +78% vs. average), signaling speculative or hedge interest that can support a bounce after the sell‑off.
• Positive Sentiment: Pipeline add — Insmed announced it is adding a new monoclonal‑antibody asset while reshaping its pipeline, which investors may view as a constructive move to offset the terminated sinus program. INSM Stock Plummets on Sinus Study Failure, Adds New Pipeline Asset
• Neutral Sentiment: Analysts trimmed targets but mostly stayed constructive — TD Cowen cut its target to $241 and Guggenheim trimmed to $221 while maintaining buy ratings; these lower targets temper upside but keep institutional support. Benzinga analyst note
• Negative Sentiment: Clinical failure and program termination: a Phase IIb trial in chronic rhinosinusitis showed no benefit, leading Insmed to discontinue development of the drug — the principal trigger for the multi‑day share plunge and elevated volatility. High‑flying Insmed stumbles with rhinosinusitis trial failure for Brinsupri
• Negative Sentiment: Market reaction and commentary: coverage noted a near‑20% drop after hours and broad analyst/media focus on the failure; sell‑side and floor commentary (Mizuho/Barron’s) emphasized the stock’s sharp decline. Insmed Stock Plummets 19%
• Negative Sentiment: Analyst EPS downgrade: HC Wainwright cut FY2028 EPS estimates (now $3.15 from $3.42), signaling reduced near‑term earnings expectations tied to program changes and greater uncertainty.
• Negative Sentiment: Insider sale: CEO William Lewis sold 10,699 shares at an average ~$167 on Dec. 18 (SEC filing), reducing his stake ~3.4% — insider selling often raises investor concern when timed near volatile news. SEC Form 4 — William Lewis sale

Insmed Profile

Insmed Incorporated is a biopharmaceutical company focused on developing and commercializing therapies for patients with rare and serious diseases, with a particular emphasis on difficult-to-treat pulmonary infections. Headquartered in Bridgewater, New Jersey, the company concentrates its research and development efforts on targeted drug delivery technologies and novel formulations intended to improve clinical outcomes for patients who have limited treatment options.

The company’s principal marketed product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled liposomal formulation of the antibiotic amikacin that is approved by the U.S.