INSM
Insmed Incorporated200.67
+3.75+1.9%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
42.80BP/E (TTM)
-Basic EPS (TTM)
-6.18Dividend Yield
0%Recent Filings
8-K
8-K
10-Q
8-K
FDA approves Insmed's BRINSUPRI
Insmed scored FDA approval for BRINSUPRI, the first treatment for non-cystic fibrosis bronchiectasis in adults and kids 12 and up, on August 12, 2025. This oral DPP1 inhibitor slashes exacerbation rates by 19.4% to 21.1% versus placebo, per Phase 3 ASPEN data, while curbing lung function decline. Now available via specialty pharmacies, it targets 500,000 U.S. patients. Success hinges on market uptake amid dermatologic risks.
10-Q
Q2 FY2025 results
Insmed's Q2 revenue climbed 19% year-over-year to $107.4M, driven by ARIKAYCE sales up 8% in the US to $68.7M and surging 45% in Japan to $30.7M, while Europe added $8.1M; six-month totals rose 21% to $200.2M. Yet operating losses widened to $312.9M from $288.9M, fueled by R&D hikes to $177.2M and SG&A to $154.8M, plus a $59.0M fair-value jump in contingent liabilities—net loss hit $321.7M, or $1.70 per share on 189.3M diluted shares. Cash swelled to $1.3B after $824M from a stock offering and $566M from convertible note conversions, offsetting $468M operating burn; term loans stand at $539M due 2029. Free cash flow not disclosed in the 10-Q. Pipeline advances, with brensocatib NDA under priority review. Competition in rare lung therapies poses ongoing risks.
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