Insmed updates pipeline: ARIKAYCE 2023 rev guidance $285-300M; brensocatib CF data positive

INSMED Inc

ARIYACE global revenue 2022 up ~30% YoY; 2023 guidance $285-300M.
Phase 2 brensocatib in CF showed dose-dependent NSP inhibition; 65 mg cohort not needed.
Phase 3 ASPEN (bronchiectasis) blended blinded event rate 1.12-1.15 events/patient/year; enrollment on track for Q1 2023.
Post-marketing ARISE trial had 15% treatment discontinuation rate, less than half of pivotal CONVERT.
Early-stage pillars target musculoskeletal, CNS, ocular, rheumatologic; first IND expected H1 2023.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.