other material
confidence high
sentiment positive
materiality 0.90
Insmed reports preliminary 2024 ARIKAYCE revenue of $363.7M, sets 2025 guidance of $405-425M
INSMED Inc
- Preliminary 2024 ARIKAYCE global net sales of $363.7M, up 19% YoY; 2025 guidance $405-425M (11-17% growth)
- Brensocatib NDA for bronchiectasis submitted to FDA in Dec 2024; U.S. launch expected Q3 2025 under priority review
- Phase 2 TPIP in PAH fully enrolled (102 patients); topline data now expected mid-2025
- ENCORE trial for ARIKAYCE in MAC lung disease enrolled 425 patients (exceeding 400 target); topline Q1 2026
- IND cleared for DMD gene therapy INS1201; first patient dosing anticipated H1 2025