{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-23-049591","form_type":"8-K","ticker":"INSM","cik":"0001104506","company_name":"INSMED Inc","filed_at":"2023-10-26T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.235553+00:00","generated_at":"2026-06-09T07:52:59.209811+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Insmed Q3 ARIKAYCE revenue $79.1M (+17% YoY); net loss $158.9M; FY23 guidance reaffirmed","bullets":["ARIKAYCE global sales $79.1M for Q3, highest quarter since launch; U.S. $59.2M, Japan $16.0M.","Net loss $158.9M ($1.11/share) vs $131.1M ($1.09/share) in Q3 2022; R&D spend $109.1M.","Cash & marketable securities $786M as of Sep 30, 2023, down from $918M at June 30, 2023.","FY2023 ARIKAYCE revenue guidance reiterated at $295M-$305M; ASPEN topline data expected Q2 2024.","ARISE trial met primary endpoint; plans to explore accelerated filing for MAC lung disease label expansion."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-23-049591","json":"https://secwatch.observer/filing/0001140361-23-049591.json","markdown":"https://secwatch.observer/filing/0001140361-23-049591.md","text":"https://secwatch.observer/filing/0001140361-23-049591.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1104506/000114036123049591/0001140361-23-049591-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1104506/000114036123049591/ef20013075_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T07:52:59.209811+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"5522076e999743431d7883bd0fff0f08fcf586a0","claim":"INSMED Inc reported the third quarter ended September 30, 2023 results: revenue $79.1 million. Guidance reaffirmed.","evidence_excerpt":"Total revenue for the third quarter ended September 30, 2023 was $79.1 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1104506/000114036123049591/0001140361-23-049591-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the third quarter ended September 30, 2023"},{"label":"Revenue","value":"$79.1 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}