earnings
confidence high
sentiment positive
materiality 0.75
Insmed reports Q4 ARIKAYCE revenue $104.4M; brensocatib NDA accepted with Priority Review
INSMED Inc
2024-FY EPS reported
-$5.57
revenue$363,707,000
- Full-year 2024 ARIKAYCE revenue $363.7M (+19% YoY); Q4 net loss $235.5M ($1.32/share).
- Brensocatib NDA for bronchiectasis accepted by FDA with Priority Review; PDUFA date Aug 12, 2025.
- Company reiterates FY2025 ARIKAYCE revenue guidance $405M–$425M (11-17% YoY growth).
- Cash, equivalents, and marketable securities approx. $1.4B as of Dec 31, 2024.
- Director Alfred Altomari will not stand for re-election at 2025 Annual Meeting; no disagreement.