Insmed develops and commercializes medicines for serious pulmonary and inflammatory diseases. Its products and programs include inhaled antibiotic treatment for difficult-to-treat lung infections and therapies targeting bronchiectasis and other conditions. The business combines specialty drug commercialization with clinical development programs aimed at patients with high unmet medical need.
Insmed Inc. (INSM) has a MarketKingdoms composite score of 60.0 (B-), an B-range rating. It ranks 1292nd of 1,866 covered companies, 66th of 78 in Healthcare (sector average 64.5) and 9th of 12 in Biotechnology. Scores as of 2026-10-25.
Its strongest lenses are Expansion (growth) at 99 (Healthcare average 50) and KPI momentum at 93 (Healthcare average 78). Its weakest lenses are Trend (momentum) at 4 (sector average 50) and Price (valuation) at 11 (sector average 50).
| Lens | Type | INSM | Healthcare average | Biotechnology average | Percentile in sector |
|---|---|---|---|---|---|
| Industry opportunity | Research signal | 77 | 81 | 77 | 44th |
| Stock selection | Research signal | 87 | 79 | 78 | 97th |
| KPI momentum | Research signal | 93 | 78 | 75 | 94th |
| Catalyst watch | Research signal | 81 | 74 | 74 | 97th |
| Price (valuation) | Fundamental lens | 11 | 50 | 29 | 5th |
| Expansion (growth) | Fundamental lens | 99 | 50 | 64 | 100th |
| Quality (profitability) | Fundamental lens | 19 | 50 | 55 | 8th |
| Trend (momentum) | Fundamental lens | 4 | 50 | 48 | 4th |
The most recent call analysed was held on 2026-08-06 (fiscal 2026 Q2). MarketKingdoms checks what management promised on each call against what it later delivered.
The stock's valuation gap is -48.5%: its price is well below the path its market, sector and industry moves explain (strongly undervalued versus the model path). Factor sensitivity: market beta -0.10, sector beta -0.10, industry beta 0.21; the factor model explains 1% of its moves (R²).
| Company | Composite | Grade | Valuation gap |
|---|---|---|---|
| Royalty Pharma plc (RPRX) | 74.8 | B+ | -17.8% |
| BeOne Medicines Ltd ADR (ONC) | 73.4 | B+ | -26.6% |
| Regeneron Pharmaceuticals Inc. (REGN) | 72.7 | B+ | +7.7% |
| Incyte Corporation (INCY) | 68.5 | B | -18.8% |
| Vertex Pharmaceuticals Incorporated (VRTX) | 68.2 | B | -7.5% |
| argenx SE ADR (ARGX) | 68.0 | B | -27.3% |
| Alnylam Pharmaceuticals Inc. (ALNY) | 61.4 | B- | -18.1% |
| Bio-Techne Corporation (TECH) | 60.2 | B- | -22.2% |
Insmed Inc. financial statements · Healthcare sector ranking · Biotechnology industry ranking · All covered companies
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.