Insmed (INSM) Surges 3.75% on FDA Approval of Brinsupri, Hits 2025 High

Insmed (NASDAQ: INSM) surged 3.75% on October 2, marking a five-day rally with a cumulative gain of 12.69%. The stock reached its highest level since October 2025, driven by a 3.78% intraday increase, reflecting renewed investor confidence in the biopharmaceutical company’s strategic advancements.

The FDA’s September 2025 approval of Brinsupri (brensocatib) for non-cystic fibrosis bronchiectasis (NCFB) served as a pivotal catalyst. As the first DPP1 inhibitor in the NCFB market, Brinsupri’s mechanism targeting neutrophil elastase and DPP1 differentiates it from existing therapies, validating Insmed’s regulatory strategy. This milestone reduced long-term risks for the company, attracting institutional attention and bolstering its growth narrative.

Strategic partnerships further solidified Insmed’s commercial prospects. Collaborations with VytlOne and PANTHERx® Rare aimed to streamline Brinsupri’s distribution and patient adherence, addressing supply chain challenges in a niche market. These agreements underscored the company’s focus on maximizing market access, a critical factor for capturing share in the high-growth NCFB segment.

Positive clinical data from a Phase 2 trial of an inhalation powder formulation reinforced Insmed’s pipeline strength. While still in early development, the trial’s efficacy and safety results added long-term value to the company’s R&D portfolio. Upcoming presentations at the European Respiratory Society Congress in October 2025 also highlighted Brinsupri’s real-world effectiveness, enhancing its credibility among medical professionals and investors.

Analyst upgrades and institutional investments amplified the stock’s momentum. RBC Capital reiterated a bullish stance, citing Brinsupri’s commercial potential and Insmed’s strong balance sheet. The Ohio Retirement Fund’s recent stake in INSM signaled confidence in the company’s fundamentals. These developments, combined with DelveInsight’s market analysis projecting Brinsupri’s disruptive potential, reinforced investor optimism about Insmed’s trajectory in the respiratory disease space.