Insmed — Third Quarter 2026 Earnings Summary

Insmed reported third-quarter 2026 total revenues of $524.4 million, driven by BRINSUPRI sales of $400.1 million and ARIKAYCE sales of $124.4 million. 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. Regulatory milestones included the launch of BRINSUPRI in Japan and the FDA's acceptance of a supplemental application for ARIKAYCE to treat a broader population of patients with MAC lung disease. Despite strong commercial growth, the company reported a net loss of $100.3 million for the quarter due to increased research and development and selling expenses.