INSMED Inc
Simply Wall St reports Insmed (INSM) posted Q2 2026 results with a narrower net loss and loss per share versus a year earlier. The stock rose 3.7% in one day and 18.46% over 30 days, though it remains down YTD. The article cites a $128.32 price versus a $197.14 fair value estimate and highlights brensocatib and upcoming clinical milestones.
Padonia LLC, linked to Melvin Sharoky, filed a Form 144 notice for a proposed sale of up to 5,000 shares of Insmed Inc. common stock (NASDAQ: INSM). The filing cites an approximate aggregate market value of $637,636.84 and references a prior open-market purchase of 10,000 shares on May 15, 2023.
Insmed (INSM) reported Q2 2026 revenues of $425.5M, including $309.2M from BRINSUPRI. BRINSUPRI revenue grew 49% sequentially, and ARIKAYCE revenue rose 8% YoY to $116.3M. 2026 BRINSUPRI guidance was raised to $1.25B-$1.4B, and cash was $1.2B at June 30. Net loss was $13.2M.
Over the past 7 days, alphai's AI scored 3 news stories mentioning INSM (INSMED Inc). Coverage has skewed bullish: 2 bullish, 0 neutral, and 1 bearish.
Recent INSM coverage spans earnings, insider activity and financial news.
In the last 30 days, INSM insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($36.6M). The most active reporter was Lewis William, Chair and CEO, with 2 filings. 80% of those filings were made under pre-arranged Rule 10b5-1 plans.
The earnings beat narrows losses and improves near-term sentiment, but the piece emphasizes valuation gaps and execution risks around brensocatib and clinical milestones.
A small, pre-announced insider-adjacent selling plan via Form 144 can add near-term overhang, but the disclosed size is modest.
Guidance raise plus detailed commercial KPIs (patient starts, prescriber depth) increases confidence in BRINSUPRI ramp and supports higher forward revenue expectations.
A large insider open-market sale can modestly affect sentiment, but it is not evidence of fundamental deterioration by itself.
Guidance and peak-sales estimate raises for BRINSUPRI and TPIP, plus FDA clearance for INS1033 and ARIKAYCE label expansion plans, are likely to re-rate near-to-medium-term pipeline and commercialization expectations.
alphai scores every news story that mentions INSM with an AI model for sentiment and relevance, and aggregates insider trades from INSMED Inc's SEC EDGAR Form 4 filings. Figures refresh continuously.
Simply Wall St reports Insmed (INSM) posted Q2 2026 results with a narrower net loss and loss per share versus a year earlier. The stock rose 3.7% in one day and 18.46% over 30 days, though it remains down YTD. The article cites a $128.32 price versus a $197.14 fair value estimate and highlights brensocatib and upcoming clinical milestones.
7 min readPadonia LLC, linked to Melvin Sharoky, filed a Form 144 notice for a proposed sale of up to 5,000 shares of Insmed Inc. common stock (NASDAQ: INSM). The filing cites an approximate aggregate market value of $637,636.84 and references a prior open-market purchase of 10,000 shares on May 15, 2023.
2 min readInsmed (INSM) reported Q2 2026 revenues of $425.5M, including $309.2M from BRINSUPRI. BRINSUPRI revenue grew 49% sequentially, and ARIKAYCE revenue rose 8% YoY to $116.3M. 2026 BRINSUPRI guidance was raised to $1.25B-$1.4B, and cash was $1.2B at June 30. Net loss was $13.2M.
9 min readAdsett Roger (Chief Operating Officer) sold 239,850 shares of INSMED Inc (INSM) at $133.27 ($31.96M total) on 2026-08-10.
2 min readInsmed (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.
6 min readSimply 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.
7 min readInsmed 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.
4 min readInsmed (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.
4 min readFlammer Martina M.D. (Chief Medical Officer) sold 27,173 shares of INSMED Inc (INSM) at an average of $128.61 ($127.00–$129.40, $3.49M total) across 2 trades on 2026-08-06 under a Rule 10b5-1 trading plan.
2 min readInsmed (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.
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