secwatch.observer — SEC 8-K summary
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Issuer:     INSMED Inc (INSM)
CIK:        0001104506
Form:       8-K
Filed at:   2026-01-09T23:59:59+00:00
Accession:  0001140361-26-000778
Event type: other_material
Sentiment:  positive
Materiality: 0.85
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Insmed reports BRINSUPRI 2025 revs $172.7M; ARIKAYCE $433.8M; guides 2026 pipeline milestones
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1104506/000114036126000778/0001140361-26-000778-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1104506/000114036126000778/ef20062540_8k.htm
  HTML page:      https://secwatch.observer/filing/0001140361-26-000778

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