Insmed Q2 net loss $321.7M ($1.70/sh); ARIKAYCE revenue $107.4M (+19% YoY)

INSMED Inc

2025-Q2 EPS reported -$3.12 revenue$200,238,000

ARIKAYCE global revenue $107.4M, up 19% vs Q2 2024; US revenue $68.7M (+7.7%).
Net loss $321.7M vs $300.6M a year ago; R&D spend $177.2M, SG&A $154.8M on brensocatib launch prep.
Cash & securities $1.9B; full-year ARIKAYCE revenue guidance reaffirmed at $405-425M.
Brensocatib PDUFA date Aug 12, 2025; Phase 3 TPIP in PH-ILD to start H2 2025.
Completed $823.1M equity offering in June; redeemed $569.5M convertible notes in April/May.

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