Insmed Q3 revenue $524.4M on BRINSUPRI $400.1M; raises low end of 2026 guidance for both products

INSMED Inc

2026-Q3 EPS reported -$1.28 revenue$1,255,878,000

Total revenue $524.4M vs $142.3M a year ago; net loss narrowed to $100.3M ($0.46 per share) from $370.0M ($1.75).
BRINSUPRI revenue $400.1M, up 29% from Q2 2026; ARIKAYCE $124.4M, up 9% YoY led by 21% international growth to $48.9M.
2026 guidance raised: BRINSUPRI to $1.35-1.4B from $1.25-1.4B; ARIKAYCE to $460-470M from $450-470M.
FDA accepted the ARIKAYCE sNDA in MAC lung disease with Priority Review and a PDUFA date of Jan 28, 2027; Japan PMDA ENCORE filing set for Q4 2026.
Japan's MHLW approved BRINSUPRI 25 mg for NCFB in Aug 2026 and Insmed launched it there in Oct 2026; R&D rose to $270.0M, SG&A to $253.0M, cash ~$1.1B.

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