INSMED Inc (INSM) Form 8-K — Oct 29, 2026
Insmed reported Q3 2026 revenue of $524.4 million, up 268% year over year, driven by BRINSUPRI's blockbuster launch with $400.1 million in quarterly revenue, up 29% sequentially, plus ARIKAYCE revenue of $124.4 million, up 9% YoY. The company raised full-year 2026 revenue guidance for BRINSUPRI to $1.35-$1.4 billion and for ARIKAYCE to $460-$470 million, launched BRINSUPRI in Japan, and won FDA Priority Review for the ARIKAYCE sNDA in MAC lung disease with a PDUFA date of January 28, 2027.
Key figures
- Revenue
- 524400000
- Guidance
- FY2026 BRINSUPRI revenue raised to $1.35B-$1.4B (from $1.25B-$1.4B); ARIKAYCE raised to $460M-$470M (from $450M-$470M); peak revenue targets: BRINSUPRI >$7B, TPIP >$6B, ARIKAYCE >$1B; expects cash flow positivity in 2027
- Revenue Yoy
- 268%
- Cash Position
- 1100000000
- Rd expense q3
- 270000000
- Sga expense q3
- 253000000
- Shares outstanding
- 219320467
- Arikayce q3 revenue
- 124400000
- Arikayce yoy growth
- 9%
- Palm ild enrollment
- >35% enrolled
- Brinsupri q3 revenue
- 400100000
- Brinsupri qoq growth
- 29%
- Pdufa date arikayce snda
- 2027-01-28
AI analysis
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