earnings
confidence high
sentiment positive
materiality 0.85
Insmed Q1 revenue $306M, BRINSUPRI $207.9M (44% QoQ); reiterates FY guidance
INSMED Inc
2026-Q1 EPS reported
-$0.76
revenue$305,964,000
- Total Q1 2026 revenue $306.0M vs $92.8M YoY; BRINSUPRI contributed $207.9M (+44% vs Q4 2025).
- Net loss narrowed to $163.6M ($0.76/sh) from $256.6M ($1.42/sh); cash & securities $1.2B.
- FY 2026 guidance reaffirmed: BRINSUPRI revenue >=$1B, ARIKAYCE $450-470M.
- Phase 3b ENCORE (ARIKAYCE in MAC) met primary and all multiplicity-controlled endpoints; sNDA H2 2026.
- BRINSUPRI received UK marketing authorization; Phase 3 TPIP PAH study initiated in April 2026.