Quarterly ResultAug 6, 2026, 07:07 AM
Insmed Q2 Revenue $425.5M; Raises BRINSUPRI Guidance & Peak Estimates
AI Summary
Insmed reported strong financial results for the second quarter of 2026, with total revenues surging to $425.5 million, driven by robust sales of BRINSUPRI and ARIKAYCE. The company significantly reduced its net loss to $13.2 million and raised its full-year 2026 BRINSUPRI revenue guidance to $1.25 billion to $1.40 billion. Additionally, Insmed increased its total peak revenue estimate for its three lead programs to over $14 billion and made progress on pipeline initiatives, including filing an sNDA for ARIKAYCE and advancing TPIP and INS1033 clinical programs.
Key Highlights
- Total Company Revenues for Q2 2026 were $425.5 million, a 296% increase year-over-year.
- BRINSUPRI revenues reached $309.2 million in Q2 2026, growing 49% over Q1 2026.
- ARIKAYCE revenues were $116.3 million in Q2 2026, an 8% increase over Q2 2025.
- Net loss for Q2 2026 significantly narrowed to $13.2 million, or $0.06 per share, from $321.7 million, or $1.70 per share, in Q2 2025.
- Raised full-year 2026 BRINSUPRI revenue guidance to $1.25 billion to $1.40 billion.
- Raised peak revenue estimate for its three lead programs to more than $14 billion total.
- Filed a supplemental new drug application (sNDA) for ARIKAYCE with the FDA for newly diagnosed MAC lung disease patients.
- Cash, cash equivalents, and marketable securities totaled approximately $1.2 billion as of June 30, 2026.
Price Impact
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