earnings
confidence high
sentiment neutral
materiality 0.80
Insmed Q3 revenue $142.3M (+52% YoY); net loss $370M; BRINSUPRI launch $28.1M; raises ARIKAYCE guidance
INSMED Inc
2025-Q3 EPS reported
-$4.89
revenue$342,580,000
- ARIKAYCE global revenue $114.3M (+22% YoY); 2025 guidance raised to $420M-$430M.
- BRINSUPRI (brensocatib) launched post-FDA approval, Q3 revenue $28.1M; EU positive CHMP opinion.
- Net loss $370M ($1.75/shr) vs $220.5M ($1.27/shr) YoY, driven by higher R&D and SG&A for launch.
- Cash and securities $1.7B; plans continued investment across pipeline (brensocatib, TPIP, gene therapy).
- Upcoming catalysts: Ph2b BiRCh data (CRSsNP) by early Jan 2026; CEDAR (HS) data H1 2026; PALM-ILD start Q4.