secwatch.observer — SEC 8-K summary
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Issuer:     INSMED Inc (INSM)
CIK:        0001104506
Form:       8-K
Filed at:   2023-10-26T23:59:59+00:00
Accession:  0001140361-23-049591
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1104506/000114036123049591/0001140361-23-049591-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1104506/000114036123049591/ef20013075_8k.htm
  HTML page:      https://secwatch.observer/filing/0001140361-23-049591

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