secwatch.observer — SEC 8-K summary
======================================

Issuer:     INSMED Inc (INSM)
CIK:        0001104506
Form:       8-K
Filed at:   2026-08-06T11:00:41+00:00
Accession:  0001140361-26-031502
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Insmed Q2 2026 revenue $425.5M; BRINSUPRI $309.2M; raises FY guidance to $1.25-1.40B
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1104506/000114036126031502/0001140361-26-031502-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1104506/000114036126031502/ef20079469_8k.htm
  HTML page:      https://secwatch.observer/filing/0001140361-26-031502

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer