{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-24-025047","form_type":"8-K","ticker":"INSM","cik":"0001104506","company_name":"INSMED Inc","filed_at":"2024-05-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:17.300693+00:00","generated_at":"2026-06-02T04:50:11.762170+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Insmed Q1 ARIKAYCE revenue $75.5M (+16%); TPIP PH-ILD shows strong clinical worsening signal","bullets":["ARIKAYCE Q1 revenue $75.5M, up 16% YoY; net loss $157.1M ($1.06/share) vs $159.8M ($1.17) prior year.","TPIP Phase 2 PH-ILD: 79.3% reached max 640µg dose; clinical worsening 10.3% vs 50% placebo (p=0.0164).","TPIP Phase 2 PAH blinded: first 40 patients showed mean PVR reduction 19.9%, 6MWD +43 meters.","Brensocatib ASPEN topline data expected latter part of Q2 2024; 2024 ARIKAYCE guidance $340M-$360M.","Cash $595.7M at March 31, 2024; company plans Phase 3 for TPIP in PH-ILD in 2025."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-24-025047","json":"https://secwatch.observer/filing/0001140361-24-025047.json","markdown":"https://secwatch.observer/filing/0001140361-24-025047.md","text":"https://secwatch.observer/filing/0001140361-24-025047.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1104506/000114036124025047/0001140361-24-025047-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1104506/000114036124025047/ef20028736_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-02T04:50:11.762170+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":"ce34e7df9a7d23c9a21b32cfd9cd759b83c9fa81","claim":"INSMED Inc updated its the first quarter ended March 31, 2024 guidance (reaffirmed).","evidence_excerpt":"On May 9, 2024, Insmed Incorporated (the “Company”) issued a press release regarding its financial results for the three months ended March 31, 2024.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1104506/000114036124025047/0001140361-24-025047-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2024"},{"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"}