---
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"
generated_at: "2026-06-09T07:52:59.209811+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Insmed Q3 ARIKAYCE revenue $79.1M (+17% YoY); net loss $158.9M; FY23 guidance reaffirmed

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-23-049591
- JSON: https://secwatch.observer/filing/0001140361-23-049591.json
- Plain text: https://secwatch.observer/filing/0001140361-23-049591.txt

## Key facts
- Earnings Releases
  INSMED Inc reported the third quarter ended September 30, 2023 results: revenue $79.1 million. Guidance reaffirmed.
  - Period: the third quarter ended September 30, 2023
  - Revenue: $79.1 million
  - Guidance: reaffirmed
  - Result: reported results
  source text: Total revenue for the third quarter ended September 30, 2023 was $79.1 million
  evidence_url: https://www.sec.gov/Archives/edgar/data/1104506/000114036123049591/0001140361-23-049591-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.