earnings
confidence high
sentiment positive
materiality 0.85
Insmed reports FY2025 revenue $606M (+67% YoY); guides BRINSUPRI to at least $1B in FY2026
INSMED Inc
2025-FY EPS reported
-$6.42
revenue$606,423,000
- Full-year 2025 total revenues $606.4M (+67% YoY); ARIKAYCE $433.8M (+19%), BRINSUPRI $172.7M since Aug launch.
- Guides FY2026 BRINSUPRI revenue ≥$1B, ARIKAYCE $450-470M; net loss $1,276.8M ($6.42/share) vs $913.8M in 2024.
- Cash & equivalents ~$1.4B; plans to fund pipeline including ENCORE, CEDAR, TPIP Phase 3, and gene therapy programs.
- Director David W.J. McGirr will not stand for re-election at 2026 annual meeting, no disagreement with company.