---
schema_version: "secwatch.filing_event.v1"
accession: "0001140361-26-019430"
form_type: "8-K"
ticker: "INSM"
cik: "0001104506"
company_name: "INSMED Inc"
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T21:23:57.363225+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Insmed Q1 revenue $306M, BRINSUPRI $207.9M (44% QoQ); reiterates FY guidance

## Summary
- 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.

## SEC filing metadata
- accession: 0001140361-26-019430
- form_type: 8-K
- ticker: INSM
- cik: 0001104506
- company_name: INSMED Inc
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1104506/000114036126019430/0001140361-26-019430-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1104506/000114036126019430/ef20072589_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-26-019430
- JSON: https://secwatch.observer/filing/0001140361-26-019430.json
- Plain text: https://secwatch.observer/filing/0001140361-26-019430.txt

## Source-grounded claims
- claim_id: f1403e15a3ea5178af3878b60ed383372081dfb6
  claim: INSMED Inc reported the first quarter ended March 31, 2026 results: revenue $306.0 Million. Guidance reaffirmed.
  evidence_excerpt: 99.1) --- EX-99.1 2 ef20072589_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 Insmed Reports First-Quarter 2026 Financial Results and Provides Business Update — Total Company Revenues of $306.0 Million for the First Quarter of 2026— —BRINSUPRI ® (brensocatib) Revenues of $207.9 Million for the First Quarter of 2026, Reflecting 44% Growth Over the Fourth Quarter of 2025 — —
  evidence_url: https://www.sec.gov/Archives/edgar/data/1104506/000114036126019430/0001140361-26-019430-index.htm

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