Insmed Inc. (INSM)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
$108.76-1.13%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · INSM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-11-04.
The screen ranks INSM against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13498).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
This performance supports our decision to raise the low end of our full-year 2026 revenue guidance for both products.
Stated in 3 of 3 supplied quarters. Management reported: “This performance supports our decision to raise the low end of our full-year 2026 revenue guidance for both products.” “We were also pleased to receive regulatory approval and launch BRINSUPRI in Japan, a profound milestone for patients living with bronchiectasis.” Revenue was $524.428 million in 2026-Q3.
“This performance supports our decision to raise the low end of our full-year 2026 revenue guidance for both products.”
“Looking ahead, our focus is on building upon the early success of the BRINSUPRI launch, preparing to execute on the potential ARIKAYCE label expansion in the U.S. and Japan, progressing our Phase 3 T…”
“We remain focused on improving bronchiectasis diagnosis, expanding the ARIKAYCE label, advancing our Phase 3 programs for TPIP, and progressing our early-stage pipeline, with the ambition of deliveri…”
This performance supports our decision to raise the low end of our full-year 2026 revenue guidance for both products.
Stated in 3 of 3 supplied quarters. Management reported: “This performance supports our decision to raise the low end of our full-year 2026 revenue guidance for both products.” “We were also pleased to receive regulatory approval and launch BRINSUPRI in Japan, a profound milestone for patients living with bronchiectasis.”
“This performance supports our decision to raise the low end of our full-year 2026 revenue guidance for both products.”
This performance supports our decision to raise the low end of our full-year 2026 revenue guidance for both products.
Stated in 3 of 3 supplied quarters. Management reported: “This performance supports our decision to raise the low end of our full-year 2026 revenue guidance for both products.” “We were also pleased to receive regulatory approval and launch BRINSUPRI in Japan, a profound milestone for patients living with bronchiectasis.”
“This performance supports our decision to raise the low end of our full-year 2026 revenue guidance for both products.”
This performance supports our decision to raise the low end of our full-year 2026 revenue guidance for both products.
Stated in 3 of 3 supplied quarters. Management reported: “This performance supports our decision to raise the low end of our full-year 2026 revenue guidance for both products.” “We were also pleased to receive regulatory approval and launch BRINSUPRI in Japan, a profound milestone for patients living with bronchiectasis.”
“This performance supports our decision to raise the low end of our full-year 2026 revenue guidance for both products.”
This performance supports our decision to raise the low end of our full-year 2026 revenue guidance for both products.
Stated in 3 of 3 supplied quarters. Management reported: “This performance supports our decision to raise the low end of our full-year 2026 revenue guidance for both products.” “We were also pleased to receive regulatory approval and launch BRINSUPRI in Japan, a profound milestone for patients living with bronchiectasis.”
“This performance supports our decision to raise the low end of our full-year 2026 revenue guidance for both products.”
Over the trailing year it converted 1.05x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.
“Looking ahead, our focus is on building upon the early success of the BRINSUPRI launch, preparing to execute on the potential ARIKAYCE label expansion in the U.S. and Japan, progressing our Phase 3 T…”
“We remain focused on improving bronchiectasis diagnosis, expanding the ARIKAYCE label, advancing our Phase 3 programs for TPIP, and progressing our early-stage pipeline, with the ambition of deliveri…”
“Looking ahead, our focus is on building upon the early success of the BRINSUPRI launch, preparing to execute on the potential ARIKAYCE label expansion in the U.S. and Japan, progressing our Phase 3 T…”
“We remain focused on improving bronchiectasis diagnosis, expanding the ARIKAYCE label, advancing our Phase 3 programs for TPIP, and progressing our early-stage pipeline, with the ambition of deliveri…”
“Looking ahead, our focus is on building upon the early success of the BRINSUPRI launch, preparing to execute on the potential ARIKAYCE label expansion in the U.S. and Japan, progressing our Phase 3 T…”
“We remain focused on improving bronchiectasis diagnosis, expanding the ARIKAYCE label, advancing our Phase 3 programs for TPIP, and progressing our early-stage pipeline, with the ambition of deliveri…”
“Looking ahead, our focus is on building upon the early success of the BRINSUPRI launch, preparing to execute on the potential ARIKAYCE label expansion in the U.S. and Japan, progressing our Phase 3 T…”
“We remain focused on improving bronchiectasis diagnosis, expanding the ARIKAYCE label, advancing our Phase 3 programs for TPIP, and progressing our early-stage pipeline, with the ambition of deliveri…”