US · Healthcare · Biotechnology
EPS came in at -0.52 against a street estimate of -0.69 — a beat of 24.6%.
Analysts rate Insmed Inc a strong buy (21 buy, 0 hold, 0 sell out of 21) with an average price target of $200.18.
CONFIDENT BRINSUPRI exceeded expectations with $309M Q2 revenue; company raised peak sales guidance to >$7B from >$5B. ARIKAYCE steady at $116M. TPIP PAH data impressive; peak sales raised to >$6B. Expects cash flow positive 2027. Q2 2026 U.S. dominates BRINSUPRI launch. Japan expected to contribute ~10–15% of international revenue; BRINSUPRI approval anticipated H2 2026, ARIKAYCE label expansion in 2027. Europe deprioritized due to budget constraints; alternative distribution models being explored. Analysts pressed on prescriber depth ceiling, GTN composition, TPIP dose escalation % assumptions, and M&A appetite. Management reaffirmed organic momentum, confidence in 2027 cash flow target, and disciplined capital allocation favoring first/best-in-class assets. 2026-08-06…
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| Fund | Stake |
|---|---|
| JPMorgan Chase & Co | 11.06% |
| BlackRock Inc | 7.64% |
| FMR Inc | 6.03% |
| Vanguard Portfolio Management, LLC | 4.75% |
| Vanguard Capital Management, LLC | 4.42% |
| Capital Research & Mgmt Co - Division 3 | 3.77% |
| Baker Bros Advisors LP | 3.40% |
| Amvescap Plc. | 2.98% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 INSMED INCORPORATED - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Product Revenues (6 months ended June 30, 2026): $731.5 million vs. $200.2 million (6 | 2026-08-06 |
| Results announced · Q3 2026 INSMED Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total company revenues: $425.5 million for Q2 2026 • BRINSUPRI revenues: $309.2 million | 2026-08-06 |
| Reg FD disclosure · Q3 2026 INSMED INCORPORATED – FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: July 16, 2026 • Company: Insmed Incorporated (Nasdaq: INSM) • Headquarters: B | 2026-07-16 |
| Shareholder vote results · Q2 2026 INSMED INCORPORATED – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 13, 2026 • Total shares voted: approximately 197.4 mil | 2026-05-15 |
| Quarterly report · Q1 2026 INSMED INCORPORATED — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Product revenues (Q1 2026): $305.964 million vs. $92.823 million (Q1 2025) — 230% incr | 2026-05-07 |
| Results announced · Q2 2026 INSMED Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total company revenues: $306.0 million (Q1 2026) • BRINSUPRI revenues: $207.9 million (Q | 2026-05-07 |
| Proxy statement · Q2 2026 INSMED INCORPORATED PROXY STATEMENT SUMMARY CEO COMPENSATION & CHANGES • William H. Lewis (CEO and Chair) total compensation figures not explicitly | 2026-04-01 |
| Annual report FY2025 INSMED INCORPORATED – FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization as of June 30, 2025: $21.1 billion • Shares ou | 2026-02-19 |
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Google PlayApp StoreData updated 2026-09-18.