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Insmed revenue surges as BRINSUPRI launch lifts 2026 outlook

Second-quarter revenue rose 296% year over year to $425.5 million, while Insmed cut its net loss to $13.2 million and lifted full-year BRINSUPRI guidance to $1.25 billion to $1.40 billion.

Friday, September 4, 2026 · Written up by our desk · Results

Insmed (NASDAQ: INSM) said its BRINSUPRI oral treatment is driving a major turnaround, with second-quarter results marking a turning point for a company previously defined by losses. Total revenue climbed to $425.5 million, up 296% from the same quarter of 2025, and the net loss narrowed to $13.2 million from a $321.7 million loss a year earlier.

BRINSUPRI generated $309.2 million in the second quarter of 2026, increasing 49% from the first quarter. Based on that momentum, Insmed raised its full-year 2026 BRINSUPRI guidance to a range of $1.25 billion to $1.40 billion, up from an earlier target of at least $1 billion.

Insmed also reported that its older inhaled antibiotic, ARIKAYCE, grew 8% year over year to $116.3 million. The company said international sales rose 19%, while US sales “barely moved,” and it noted pipeline progress for TPIP in pulmonary arterial hypertension, including positive 12-month data from a July update and enrollment in Phase 3 studies for TPIP.

To fund further development, Insmed reported $1.2 billion in cash, equivalents, and marketable securities as of June 30, 2026. The company said growth requires increased spending, with selling, general and administrative expenses rising to $247.5 million and research and development costs increasing to $210.0 million, alongside other factors including changes in contingent consideration fair value.

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