other material
confidence high
sentiment positive
materiality 0.85
Insmed reports BRINSUPRI 2025 revs $172.7M; ARIKAYCE $433.8M; guides 2026 pipeline milestones
INSMED Inc
- BRINSUPRI total revenues ~$172.7M for 2025 (~$144.6M in Q4 alone); ~4,000 prescribers, ~9,000 new patients in Q4.
- ARIKAYCE global revenues ~$433.8M in 2025 (+19% YoY); 2026 guidance $450M-$470M.
- Phase 3 ENCORE (ARIKAYCE in MAC lung) topline expected March/April 2026; sNDA planned H2 2026.
- Phase 2b CEDAR (brensocatib in HS) topline expected Q2 2026; Phase 3 PALM-ILD (TPIP) initiated.
- Additional Phase 3 TPIP studies in PAH, PPF, IPF planned for 2026; IND filings for INS1033, INS1203 expected.