INSMINSMED Inc
Pharmaceutical Preparations
- Revenue
- $606M
- 67% YoY
- Operating margin
- -205.6%
- 15% YoY
- EBITDA
- −$1.2B
- 42% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $150M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired25% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear6% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $188M | $245M | $305M | $364M | $606M | 67% |
| Operating income | −$375M | −$457M | −$710M | −$878M | −$1.2B | 42% |
| Net income | −$435M | −$482M | −$750M | −$914M | −$1.3B | 40% |
| Operating cash flow | −$363M | −$400M | −$536M | −$684M | −$935M | 37% |
| Capex | $7M | $10M | $13M | $22M | $33M | 49% |
| Stock-based comp | $46M | $58M | $75M | $97M | $153M | 58% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $3M · 1
- Net
- −$3M
Pay vs performance
No pay-versus-performance disclosure yet.