{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-26-041097","form_type":"8-K","ticker":"INSM","cik":"0001104506","company_name":"INSMED Inc","filed_at":"2026-10-29T11:01:15+00:00","discovered_at":"2026-10-29T11:05:00.346472+00:00","generated_at":"2026-10-29T11:06:01.331826+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.72,"calibrated_materiality_score":0.72,"confidence":"high","headline":"Insmed Q3 revenue $524.4M on BRINSUPRI $400.1M; raises low end of 2026 guidance for both products","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-26-041097","json":"https://secwatch.observer/filing/0001140361-26-041097.json","markdown":"https://secwatch.observer/filing/0001140361-26-041097.md","text":"https://secwatch.observer/filing/0001140361-26-041097.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1104506/000114036126041097/0001140361-26-041097-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1104506/000114036126041097/ef20084500_8k.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-29T11:06:01.331826+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"}