Insmed stock in focus after company raises 2026 guidance
Published on 10/30/2026 at 18:41 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSCommercial momentum and raised guidance
- BRINSUPRI continued to drive Insmed's commercial expansion.
- The company launched BRINSUPRI in Japan during October.
- FDA review of an ARIKAYCE label expansion has a January 2027 target date.
Insmed reported third-quarter results on Thursday, October 29, 2026, with total revenue of USD 524.4 million for the period ended September 30. The biopharmaceutical company also raised its 2026 revenue guidance for both commercial products, according to its third-quarter results release.
BRINSUPRI generated USD 400.1 million in quarterly revenue, up 29 percent from the second quarter. ARIKAYCE contributed USD 124.4 million, an increase of 9 percent from the year-earlier quarter. Total revenue rose 268 percent from USD 142.3 million in the third quarter of 2025.
Guidance moves higher for 2026
Insmed lifted its full-year BRINSUPRI revenue range to USD 1.35 billion to USD 1.40 billion from USD 1.25 billion to USD 1.40 billion. The ARIKAYCE range moved to USD 460 million to USD 470 million from USD 450 million to USD 470 million, raising the lower end for both products.
The company reported a net loss of USD 100.3 million, or USD 0.46 per share, compared with a net loss of USD 370.0 million, or USD 1.75 per share, in the prior-year quarter. Research and development expenses reached USD 270.0 million, while selling, general and administrative expenses were USD 253.0 million as Insmed continued investing in its commercial launch and pipeline.
Pipeline and regulatory milestones
Insmed launched BRINSUPRI tablets in Japan in October after approval for non-cystic fibrosis bronchiectasis. The company said the FDA had accepted its supplemental application for ARIKAYCE in MAC lung disease with Priority Review and a target action date of January 28, 2027.
Insmed stock traded at 100.89 euros on Lang & Schwarz at 18:37 CET on Friday, October 30, 2026. Investors can follow the real-time quote of Insmed stock.
Insmed stock at a glance
- Company: Insmed Incorporated
- ISIN: US4576693075
- Ticker: INSM
- Home exchange: Nasdaq
- Lang & Schwarz quote: 100.89 euros at 18:37 CET on October 30, 2026
- Third-quarter revenue: USD 524.4 million
- Third-quarter net loss: USD 100.3 million
The broader U.S. market context is available in the current S&P 500 market reports.
More company developments are covered in more news and analyses on Insmed stock.
