secwatch.observer — SEC 8-K summary
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Issuer:     INSMED Inc (INSM)
CIK:        0001104506
Form:       8-K
Filed at:   2026-10-29T11:01:15+00:00
Accession:  0001140361-26-041097
Event type: earnings
Sentiment:  positive
Materiality: 0.72
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1104506/000114036126041097/0001140361-26-041097-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1104506/000114036126041097/ef20084500_8k.htm
  HTML page:      https://secwatch.observer/filing/0001140361-26-041097

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