INSMED Inc
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.
Over the past 7 days, alphai's AI scored 10 news stories mentioning INSM (INSMED Inc). Coverage has skewed bullish: 9 bullish, 1 neutral, and 0 bearish.
Recent INSM coverage spans earnings and insider activity.
In the last 30 days, INSM insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($4.6M). The most active reporter was Lewis William, Chair and CEO, with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
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.
The article frames a step-change quarter and updated full-year guidance, but notes the stock only slipped about 1%, implying the market is weighing durability and cash burn.
Guidance and peak-sales estimate upgrades signal accelerating commercial adoption and improved manufacturing economics, supporting higher forward revenue expectations.
Guidance raise and higher peak revenue outlook increase visibility into Insmed’s 2026 growth trajectory, with near-term catalysts tied to Japan BRINSUPRI and ARIKAYCE/TPIP regulatory and clinical milestones.
Routine 10b5-1 insider selling by a top medical officer, unlikely to signal fundamental deterioration by itself.
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.
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.
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.
6 min readInsmed (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.
7 min readInsmed Incorporated (INSM) shares rose about 33% to $131.85 after the biopharmaceutical company reported a much narrower Q2 loss, according to the report. The stock move followed Thursday’s earnings update, with the article citing the reduced loss as the key driver.
2 min readInsmed (INSM) reported a much smaller Q2 net loss of $13.24 million, or $0.06/share, versus $321.69 million, or $1.70/share a year earlier, as net product revenue nearly quadrupled to $425.49 million. Brinsupri Q2 revenue rose 49% sequentially to $309.2 million. The company raised 2026 Brinsupri revenue guidance to $1.25B-$1.40B and reaffirmed Arikayce at $450M-$470M. Shares rose about 22% pre-market.
4 min readInsmed (Nasdaq: INSM) reported Q2 2026 results with total revenues of $425.5M. BRINSUPRI (brensocatib) revenue was $309.2M (+49% QoQ), and ARIKAYCE (amikacin liposome) revenue was $116.3M (+8% YoY). The company raised 2026 BRINSUPRI guidance to $1.25B-$1.40B and reiterated ARIKAYCE guidance of $450M-$470M, with peak sales for lead programs now above $14B.
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