secwatch.observer — SEC 8-K summary ====================================== Issuer: INSMED Inc (INSM) CIK: 0001104506 Form: 8-K Filed at: 2024-01-05T23:59:59+00:00 Accession: 0001140361-24-000836 Event type: other_material Sentiment: positive Materiality: 0.75 Item codes: 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Insmed reports prelim 2023 ARIKAYCE sales of ~$305.2M; guides 2024 to $340-360M ------------------------------------------------------------------------------- - ARIKAYCE 2023 global net sales ~$305.2M, exceeding upper end of guidance, 24% YoY growth. - 2024 ARIKAYCE revenue guidance $340-360M (midpoint 15% growth). - Phase 3 ASPEN (brensocatib) topline data expected latter part of Q2 2024; potential U.S. launch mid-2025. - TPIP Phase 2 PH-ILD study enrollment completed (39 patients); topline data expected Q2 2024. - Phase 3 ENCORE (ARIKAYCE label expansion) topline readout expected 2025; FDA feedback received on ARISE. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1104506/000114036124000836/0001140361-24-000836-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1104506/000114036124000836/ef20017898_8k.htm HTML page: https://secwatch.observer/filing/0001140361-24-000836 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer