secwatch.observer — SEC 8-K summary
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Issuer:     INSMED Inc (INSM)
CIK:        0001104506
Form:       8-K
Filed at:   2025-05-08T23:59:59+00:00
Accession:  0001140361-25-017858
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Insmed Q1 revenue up 23% to $92.8M; net loss widens to $1.42/sh; brensocatib PDUFA Aug 12
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1104506/000114036125017858/0001140361-25-017858-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1104506/000114036125017858/ef20048527_8k.htm
  HTML page:      https://secwatch.observer/filing/0001140361-25-017858

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