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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.
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.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| ARIKAYCE external R&D expenses | 4.15M | Three Months Ended September 30, 2026 filing | — |
| ARIKAYCE Revenue | $124.38M | FY2026 Q3 | +8.8% |
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| Brensocatib external R&D expenses | 17.02M | Three Months Ended September 30, 2026 filing | — |
| BRINSUPRI Revenue | $400.05M | FY2026 Q3 | +1326.2% |
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| Cost of product revenues, as % of revenues | 14.9% | three months ended September 30, 2026 filing | — |
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| Other external R&D expenses | 60.82M | Three Months Ended September 30, 2026 filing | — |
| TPIP external R&D expenses | 79.23M | Three Months Ended September 30, 2026 filing | — |
| ARIKAYCE growth vs. Q2 2025 | 8% | Q2 2026 | — |
| BRINSUPRI sequential growth | 49% | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
INSM
this stock
INSMED Inc
|
$26.58B | -30.4% | +66.7% | — | 6.4% |
|
VRTX
Vertex Pharmaceuticals Inc
|
$136.56B | +18.8% | +46.2% | 34.7 | 1.9% |
|
REGN
Regeneron Pharmaceuticals, Inc.
|
$98.84B | +23.8% | +20.8% | 21.1 | 2.1% |
|
MRNA
Moderna, Inc.
|
$90.38B | +657.4% | +4.3% | — | 8.2% |
|
CSLLY
Csl Ltd
|
$66.05B | — | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
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.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| INSM | +5.9% | +25.9% | +11.3% | +7.6% | -30.4% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +3.3% | +27.0% | +10.8% | +7.8% | -41.0% |
