INSMED reported Brinsupri revenue of $400.1 million and Aircase revenue of $124.4 million for third-quarter 2026, raised full-year guidance and expects cash flow positivity in 2027. Aircase received FDA priority review with a January 28th, 2027 PDUFA target date.
INSM · INSMED Inc · Documents
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Insmed reported third-quarter total revenue of $524.4 Million, including $400.1 Million from BRINSUPRI and $124.4 Million from ARIKAYCE. It raised full-year 2026 guidance to $1.35 Billion to $1.4 Billion for BRINSUPRI and $460 Million to $470 Million for ARIKAYCE.
INSMED Inc reported nine-month 2026 product revenues of $1,255.9 million, up 267% from $342.6 million, driven by BRINSUPRI’s $885.8 million U.S. sales growth. R&D rose 34% to $689.5 million and SG&A rose 53% to $747.8 million.
Insmed Incorporated appointed Paul Hudson and Utpal Koppikar as Board members effective October 19, 2026; Hudson joined the Compensation Committee, while Koppikar joined the Audit Committee.
Insmed Incorporated announced Sara Bonstein will step down as CFO effective October 30, 2026, and a successor search is underway. It reaffirmed full-year 2026 revenue guidance of $1.25 billion to $1.40 billion for BRINSUPRI and $450 million to $470 million for ARIKAYCE.