---
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"
generated_at: "2026-10-29T11:06:01.331826+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.72
calibrated_materiality_score: 0.72
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.72
- calibrated_materiality_score: 0.72
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-26-041097
- JSON: https://secwatch.observer/filing/0001140361-26-041097.json
- Plain text: https://secwatch.observer/filing/0001140361-26-041097.txt

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