Lewis William sold $778K of INSM

Insmed (INSM) reported Q2 call highlights. It narrowed BRINSUPRI gross-to-net guidance to mid-to-high 20% and raised global peak sales to over $7B. It expects ARIKAYCE expansion filings in the U.S. and Japan, with Japan application in 2H26. TPIP peak sales estimate rose to over $6B. Cash was about $1.2B; it targets cash-flow positivity in 2027.

Simply Wall St reports Insmed (INSM) shares fell about 1% after its biotech quarter. It highlights BRINSUPRI Q2 revenue of about $309.2m and total Q2 revenue of about $425.5m, with full-year guidance of $1.25b to $1.4b. Quarterly net loss narrowed to about $13.2m, and cash is cited around $1.2b.

Insmed reported BRINSUPRI revenue rising 49% sequentially to $309.2 million in Q2 2026, including $308.6 million in the U.S. The company raised full-year 2026 BRINSUPRI guidance to $1.25 billion to $1.40 billion and increased long-term peak sales for BRINSUPRI to over $7 billion. Total Q2 revenue was $425.5 million; net loss narrowed to $13.2 million.

Insmed (NASDAQ:INSM) reported Q2 2026 revenue of $425.5M, driven by BRINSUPRI at $309.2M, up 49% sequentially. The company raised 2026 BRINSUPRI guidance to $1.25B-$1.40B and kept ARIKAYCE guidance at $450M-$470M. Insmed also increased combined peak revenue outlook to more than $14B.

Insmed (INSM) reported a Q2 2026 adjusted loss of 52 cents per share, narrower than the Zacks Consensus loss of 69 cents. Revenue rose 296% to $425.5 million, beating $389.7 million. Brinsupri uptake drove a 34% stock jump and raised 2026 Brinsupri guidance to $1.25-$1.40 billion.

Insmed (NASDAQ:INSM) shares rose 33.86% to $132.55 after Q2 revenues nearly quadrupled to $425.5 million from $107.4 million a year earlier, driven by Brinsupri revenue of $309.2 million. Arikayce added $116.3 million (+8%). Net loss fell 96% to $13.2 million. Full-year revenue guidance raised to $1.25-$1.4 billion.