---
schema_version: "secwatch.filing_event.v1"
accession: "0001140361-25-039789"
form_type: "8-K"
ticker: "INSM"
cik: "0001104506"
company_name: "INSMED Inc"
filed_at: "2025-10-30T23:59:59+00:00"
generated_at: "2026-05-17T01:14:12.973740+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Insmed Q3 revenue $142.3M (+52% YoY); net loss $370M; BRINSUPRI launch $28.1M; raises ARIKAYCE guidance

## Summary
- 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.

## SEC filing metadata
- accession: 0001140361-25-039789
- form_type: 8-K
- ticker: INSM
- cik: 0001104506
- company_name: INSMED Inc
- filed_at: 2025-10-30T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1104506/000114036125039789/0001140361-25-039789-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1104506/000114036125039789/ef20057768_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-25-039789
- JSON: https://secwatch.observer/filing/0001140361-25-039789.json
- Plain text: https://secwatch.observer/filing/0001140361-25-039789.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.