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From: Sun Tzu

10/30/2025 8:47:08 AM

Read Replies (1) of 10712

Insmed Q3 revenue beats estimates
Oct 30, 2025, 07:30 GMT-4RefinitivLess than 1 min read

INSM+1.00%
Overview

Insmed Q3 2025 total revenue grew 52% yr/yr, driven by ARIKAYCE and BRINSUPRI sales
Company raises 2025 ARIKAYCE revenue guidance to $420 mln-$430 mln

Outlook

Company raises 2025 global ARIKAYCE revenue guidance to $420 mln-$430 mln
Insmed anticipates Phase 3 TPIP study for PH-ILD to start in Q4 2025
Topline data for Phase 2b BiRCh study of brensocatib expected by early January 2026
Insmed raises 2025 ARIKAYCE revenue guidance to $420 mln-$430 mln, reflecting double-digit growth

Result Drivers

BRINSUPRI LAUNCH - FDA approval and U.S. launch of BRINSUPRI for non-cystic fibrosis bronchiectasis contributed to revenue
ARIKAYCE GROWTH - ARIKAYCE revenue grew 22% yr/yr, driven by growth across all geographic regions

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q3 Revenue	Miss	$142.3 mln	$115.60 mln (16 Analysts)
Q3 EPS		-$1.75
Q3 Net Income		-$370 mln

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 19 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the biotechnology & medical research peer group is "buy"
Wall Street's median 12-month price target for Insmed Inc is $176.50, about 5.4% above its October 29 closing price of $166.95

Press Release:

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