Insmed shares slide after CFO Sara Bonstein's surprise exit, though the company reaffirms 2026 revenue guidance for Brinsupri and Arikayce.
Insmed Incorporated (INSM) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
Insmed Incorporated (INSM) Presents at 12th Annual Cantor Fitzgerald Global Healthcare Conference Transcript
Insmed is rated Strong Buy with a $175 target, offering ~39% upside from current levels. BRINSUPRI's rapid launch and raised peak sales guidance to $7B+ underpin INSM's commercial momentum and pipeline credibility. Management now estimates combined peak sales of $14B+ for its three lead drugs, up 75%, though some projections are not yet data-backed.
INSM tops Q2 revenue and earnings estimates as strong Brinsupri uptake drives a 34% stock jump and prompts sharply higher 2026 sales guidance.
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.
Insmed Incorporated (INSM) Q2 2026 Earnings Call Transcript
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.
Insmed (INSM) came out with a quarterly loss of $0.52 per share versus the Zacks Consensus Estimate of a loss of $0.69. This compares to a loss of $1.7 per share a year ago.
Stanley Druckenmiller doesn't do consensus. The Duquesne Family Office's latest 13F reveals a top-five long book that skips the mega-cap tech herd almost entirely: a Mexican discount grocer, two biotech names on wildly different trajectories, the one semiconductor stock nobody can ignore, and an Argentine oil producer sitting on a shale reserve about to unlock its first export pipeline.
Insmed Incorporated (INSM) Discusses 12-Month Results From Ongoing TPIP Open-Label Extension Study in PAH Patients Transcript
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.