Recent Updates — INSM
Insmed reported third-quarter 2026 total revenues of $524.4 million, a 268% increase from the prior-year period, driven by strong commercial momentum for its two approved therapies. BRINSUPRI (brensocatib) generated $400.1 million in revenue, reflecting 29% sequential growth, while ARIKAYCE (amikacin liposome inhalation suspension) contributed $124.4 million, up 9% year-over-year. The company raised its full-year 2026 revenue guidance for BRINSUPRI to a range of $1.35 billion to $1.4 billion and for ARIKAYCE to $460 million to $470 million. Insmed also announced the launch of BRINSUPRI tablets in Japan and FDA acceptance of a supplemental new drug application for ARIKAYCE to treat Mycobacterium avium complex lung disease. The biopharmaceutical company develops therapies for serious respiratory, immunology, and neurology diseases.
Insmed appointed Paul Hudson as a Class II director and Utpal Koppikar as a Class I director, effective October 19, 2026. Hudson joins from Sanofi, where he served as CEO until February 2026, bringing extensive global biopharma leadership experience. Koppikar arrives from Verily Health, serving as CFO since April 2023, adding deep financial expertise to the board. Both directors will receive annual cash retainers of $65,000 and restricted stock unit grants valued at approximately $585,000 each. Hudson serves on the Compensation Committee, while Koppikar joins the Audit Committee. Insmed is a global biopharmaceutical company developing therapies for serious diseases.
Insmed announced that Chief Financial Officer Sara Bonstein will separate from the company effective October 30, 2026. The departure is voluntary and not related to any disagreements regarding accounting practices or internal controls. Insmed has initiated a search for a successor CFO. Concurrently, the company reaffirmed its full-year 2026 financial guidance, projecting revenue of $1.25 billion to $1.40 billion for BRINSUPRI and $450 million to $470 million for ARIKAYCE. Insmed will report third-quarter 2026 results on October 29, 2026. Insmed is a global biopharmaceutical company developing therapies for serious diseases.
Insmed Incorporated reported second-quarter 2026 financial results on August 6, 2026. Total company revenues reached $425.5 million, a 296% increase from the prior year period. BRINSUPRI (brensocatib) generated $309.2 million in revenue, reflecting 49% sequential growth, while ARIKAYCE contributed $116.3 million, up 8% year-over-year. The company raised its full-year 2026 BRINSUPRI revenue guidance to a range of $1.25 billion to $1.40 billion and reiterated ARIKAYCE guidance at $450 million to $470 million. Insmed also increased its combined peak revenue estimate for its three lead programs to more than $14 billion, driven by expectations exceeding $7 billion for BRINSUPRI and over $6 billion for TPIP. The company reported a net loss of $13.2 million, or $0.06 per share, compared to a net loss of $321.7 million in the same period last year. Insmed operates as a global biopharmaceutical company developing therapies for serious respiratory and rare diseases.
Insmed Incorporated announced positive 12-month data from its ongoing open-label extension study of treprostinil palmitil inhalation powder (TPIP) in patients with pulmonary arterial hypertension (PAH). The data demonstrated sustained improvement across all secondary efficacy measures, including a reduction in mortality risk status by REVEAL Lite 2.0, and showed that patients who switched from placebo to TPIP achieved similar clinical benefits to those who continued TPIP. Insmed is a global biopharmaceutical company that develops therapies for serious diseases.