{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-26-031502","form_type":"8-K","ticker":"INSM","cik":"0001104506","company_name":"INSMED Inc","filed_at":"2026-08-06T11:00:41+00:00","discovered_at":"2026-08-06T11:05:00.260856+00:00","generated_at":"2026-08-06T11:05:32.455956+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Insmed Q2 2026 revenue $425.5M; BRINSUPRI $309.2M; raises FY guidance to $1.25-1.40B","bullets":["Total Q2 2026 revenue $425.5M, up 296% YoY; BRINSUPRI $309.2M (49% QoQ growth), ARIKAYCE $116.3M (+8% YoY).","Net loss narrowed to $13.2M ($0.06/sh) from $321.7M ($1.70/sh) in Q2 2025; cash & securities $1.2B.","Raised 2026 BRINSUPRI revenue guidance to $1.25B-$1.40B (from at least $1B); ARIKAYCE guidance reiterated at $450M-$470M.","Raised peak revenue estimate for BRINSUPRI to >$7B, TPIP to >$6B, total three lead programs >$14B.","Submitted sNDA for ARIKAYCE in newly diagnosed MAC lung disease; positive 12-month TPIP OLE data in PAH."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-26-031502","json":"https://secwatch.observer/filing/0001140361-26-031502.json","markdown":"https://secwatch.observer/filing/0001140361-26-031502.md","text":"https://secwatch.observer/filing/0001140361-26-031502.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1104506/000114036126031502/0001140361-26-031502-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1104506/000114036126031502/ef20079469_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-06T11:05:32.455956+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}