earnings
confidence high
sentiment negative
materiality 0.75
Insmed Q1 revenue up 23% to $92.8M; net loss widens to $1.42/sh; brensocatib PDUFA Aug 12
INSMED Inc
2025-Q1 EPS reported
-$1.42
revenue$92,823,000
- ARIKAYCE total revenue $92.8M (+23% YoY); FY2025 guidance reaffirmed $405-425M.
- Net loss $256.6M ($1.42/sh) vs $157.1M ($1.06/sh); R&D $152.6M, SG&A $147.5M.
- Brensocatib NDA accepted; PDUFA date Aug 12, 2025; EU/UK MAA accepted.
- TPIP Phase 2b in PAH completed; topline data expected June 2025; Phase 3 in PH-ILD planned H2 2025.
- $569.5M convertible notes redeemed; cash & securities $1.2B as of March 31.