INSM Insmed Incorporated - Common Stock

Insmed Incorporated (NASDAQ:INSM) announced on September 21 that the FDA accepted its supplemental application for ARIKAYCE and granted priority review, setting January 28, 2027, as the target decision date. The application seeks full approval and broader use alongside other antibiotics for Mycobacterium avium complex, or MAC, lung disease, a serious bacterial infection. ARIKAYCE currently has […]

BioPharma Credit (LON:BPCP) reported a higher share price and continued portfolio diversification in its half-year investor presentation, while manager Pharmakon said it is managing cash to support new lending opportunities and potential future repayments. Pedro Gonzalez de Cosio, chief executive o

Liquidia's Yutrepia posts rapid sales growth, but intensifying competition from established therapies and emerging drugs could test its momentum.

INSM's Arikayce label expansion gets FDA priority review, potentially broadening its use in newly diagnosed MAC lung disease.

Insmed has reported that the U.S. FDA previously accepted its supplemental New Drug Application for ARIKAYCE for MAC lung disease under Priority Review, with a target action date of January 28, 2027, based on positive Phase 3b ENCORE data fulfilling a key post-marketing requirement. The ENCORE trial results could allow ARIKAYCE to be used earlier in the MAC disease course and support label expansion discussions in Japan, potentially broadening its treatment reach while maintaining a safety...

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index’s 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services […]

Liquidia's Yutrepia is gaining traction, but patent litigation, competition, rising costs and heavy product dependence cloud LQDA's outlook.

Liquidia's Yutrepia wins FDA Fast Track status for SSc-related Raynaud's, opening a potential new growth avenue for the lead drug.

American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”. The letter can be downloaded here. U.S. stocks advanced sharply with double-digit quarterly gains largely due to robust earnings, resilient economic data, and momentum in AI-related stocks. However, there was a slight pullback […]

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]

On August 6, Insmed (NASDAQ:INSM) reported second-quarter results that mark a turning point for a company long defined by red ink. Total revenue hit $425.5 million, up 296% from the same quarter of 2025, and the net loss shrank from $321.7 million a year ago to just $13.2 million. The numbers tell the story of […]

Liquidia's Yutrepia is driving rapid growth, but fierce PAH competition and new pipeline therapies could challenge its momentum.

Liquidia's Yutrepia is driving strong growth, but Insmed's Brinsupri and broader pipeline could make it the better long-term pick.

BRINSUPRI revenue surged to $309.2 million, driving total revenues to $425.5 million.

Management has just raised the peak-sales estimate, and a large slice of it belongs to a drug still running Phase III trials.

Insmed stock has delivered a very large 3 year return, yet the current valuation checks and market multiples point to a price that leans expensive rather than clearly cheap. Insmed has returned roughly 4.8x over the past 3 years, which puts the recent performance firmly in the spotlight for anyone thinking about new money going in at current levels. Expectations around the company’s rare disease therapy pipeline can support the current price, while execution risk in ongoing clinical...

INSM tops Q2 revenue and earnings estimates as strong Brinsupri uptake drives a 34% stock jump and prompts sharply higher 2026 sales guidance.

Moby summary of Insmed Incorporated's Q2 2026 earnings call

The Morning Bull - US Market Morning Update Friday, Aug, 7 2026 US stock futures are slightly higher this morning, with E mini S&P 500 contracts up about 0.2%, as investors weigh strong services activity against softer hiring and shifting interest rate expectations. The composite PMI for July sits at 54.5, which is a broad scorecard showing private sector growth at a nine month high. However, input costs are at a 14 month high, so the cost of doing business is still rising. At the same time,...

Insmed Incorporated reported second-quarter 2026 results showing its net loss shrinking to US$13.24 million from US$321.69 million a year earlier, alongside strong revenue growth from BRINSUPRI and ARIKAYCE. The company also raised its 2026 revenue guidance and increased combined peak sales estimates for its three lead programs to more than US$14 billion, highlighting how its lung therapies are reshaping its financial profile. We’ll now examine how this combination of sharply lower losses...

Insmed (NASDAQ:INSM) saw its share price increase by 33.86 percent on Thursday to close at $132.55 apiece after nearly quadrupling its revenues in the second quarter of the year, thanks to a strong uptake from its treatment for non-cystic fibrosis bronchiectasis (NCFB). In an updated report, the company said that total revenues soared by 296 […]

Insmed Inc (INSM) reports record Q2 2026 revenue of $309.2 million for BRINSUPRI, raises full-year guidance to $1.25-$1.4 billion, and boosts peak sales estimates to over $7 billion.

Insmed (NASDAQ:INSM) reported second-quarter 2026 revenue growth driven by the continued launch of BRINSUPRI and steady sales of ARIKAYCE, while raising its full-year BRINSUPRI revenue outlook and increasing its long-term peak-sales estimates for its leading products. BRINSUPRI generated $309.2 mil

Strong commercial momentum for BRINSUPRI and continued growth from ARIKAYCE prompted Insmed to raise its 2026 outlook and increase peak revenue expectations for its lead programmes. Key Investor TakeawaysInsmed (NASDAQ:INSM) reported second-quarter revenue of $425.

Insmed stock led a biotech rally Thursday, catapulting 30% on solid second-quarter sales for its new lung disease drug, Brinsupri.

Although the revenue and EPS for Insmed (INSM) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.1% and the actively trad

Insmed (INSM) delivered earnings and revenue surprises of +24.64% and +9.18%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Arcutis Biotherapeutics (ARQT) delivered earnings and revenue surprises of +22.22% and +6.57%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, […]

Castle Biosciences (CSTL) delivered earnings and revenue surprises of +84.09% and +18.61%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”. A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index’s 13.40% gain. Information […]

Insmed (INSM) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

EMV Capital (AIM:EMVC, FRA:NTK1) CEO Dr Ilian Iliev and ProAxsis managing director Dr Louise Ryan Murphy joined Proactive's Stephen Gunnion to discuss the company's commercial transformation and the opportunity emerging from its Imperial College London COPD study. Iliev said EMV Capital has supported ProAxsis since its Queen's University Belfast spin-out, highlighting progress towards operational breakeven and a recent restructuring to broaden US investor access. Ryan Murphy explained that ProAxsis has repositioned as a commercial protease biomarker-led research company, providing kit sales, clinical services and bespoke R&D for pharmaceutical, biotech and research organisations using its patented ProteaseTag technology. The company is collaborating with six global pharmaceutical companies and supported development of Insmed's FDA-approved BRINSUPRI treatment for non-cystic fibrosis bronchiectasis. The near-term priority is the Imperial College COPD study evaluating its NEATstik point-of-use diagnostic test. "The Imperial College London study is a very important milestone study for our expansion plans into the COPD market, which has the potential to increase our revenue by order of magnitude," Ryan Murphy said. A successful outcome could also open the path to a future home self-test and entry into the regulated diagnostics market. For more interviews with listed companies and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #ProAxsis #EMVCapital #COPD #Biotech #LifeSciences #RespiratoryHealth #Diagnostics #HealthcareInnovation #ProteaseTag #NEATstik #ClinicalTrials #Pharma #Biomarkers #Investing #ProactiveInvestors

HRMY, ACAD, BIIB, INSM and AGIO are set to report Q2 results, with positive Earnings ESPs suggesting potential earnings surprises.

Harmony Biosciences, Acadia, Biogen, Insmed and Agios show positive Earnings ESPs ahead of Q2 results, setting up closely watched earnings reports.

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Small Cap Growth Strategy”. A copy of the letter can be downloaded here. The Russell 2000 Growth Index increased by 25.6% in the second quarter, marking its third-best quarterly performance in two decades. The rally was fueled by enthusiasm for AI, strength […]

Wall Street analysts are making bold moves on Tuesday, shaking up ratings for some of the biggest names in tech, biotech, and retail in ways that could catch investors off guard. Find out which stocks got slashed and which ones earned surprise upgrades.

Insmed stock has delivered a very large 3 year return while the current valuation checks suggest a mixed picture rather than a clear bargain, which makes the recent share price level worth a closer look. Over the past 3 years, Insmed has returned about 4.2x, which sets a high bar for what today's price can justify. The progression of treprostinil palmitil inhalation powder into a Phase 3 trial can support expectations for future growth. At the same time, the usual clinical and regulatory...

Insmed (INSM) is back in focus after reporting 12-month data from its open-label extension study of TPIP in pulmonary arterial hypertension, including sustained efficacy signals and an acceptable safety profile supporting a Phase 3 program. See our latest analysis for Insmed. Against this TPIP backdrop, Insmed’s share price has been volatile. The 30 day share price return of 11.71% contrasts with a year to date decline of 39.58%. At the same time, the 3 year total shareholder return of around...

Insmed recently reported positive 12‑month results from its open-label extension study of once-daily treprostinil palmitil inhalation powder (TPIP) in pulmonary arterial hypertension, showing sustained benefits in six-minute walk distance, NT-proBNP, WHO Functional Class, and REVEAL Lite 2.0 scores without new safety signals. An interesting takeaway is that around 65% of patients achieved Refined Low Risk status, a category associated with very favorable longer-term clinical outcomes in...

Stanley Druckenmiller is skipping the mega-cap tech herd and loading up on a Mexican discount grocer, an Argentine shale producer, and a biotech that Wall Street just handed a 38% discount despite accelerating fundamentals. Here is what his latest 13F reveals about where serious money is actually moving.

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the S&P 500 Index returning 15.2%. A ceasefire between the United States and Iran and accelerated investment in artificial […]

The new lawsuits add to a web of legal disputes over technology involved in COVID vaccines. Elsewhere, a prolific AI biotech inked another deal and Insmed strengthened support for a closely watched blood pressure drug.

Insmed (NASDAQ:INSM) reported 12-month results from an ongoing open-label extension study of TPIP in patients with pulmonary arterial hypertension, saying the data showed sustained efficacy measures and a generally favorable safety profile over longer-term use. TPIP is an inhaled prodrug of trepros