Insmed Incorporated Aktie News

BRIDGEWATER, N.J., Feb. 5, 2026 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced that it will release its fourth-quarter and full-year 2025 financial results on Thursday, February 19, 2026.

Insmed remains a compelling buy after an ~30% pullback, as Brinsupri's blockbuster launch trajectory outpaces initial expectations. Brinsupri delivered $144.6M in Q4 sales and 11,550 patient starts in 2025, with only 4.6% TAM penetration, supporting robust future growth. Arikayce's ENCORE trial in March/April 2026 could expand its market from 30,000 to 200,000 patients, offering a major sales c...

Among our top contributors in Q4 were Argenx, Lam Research and Insmed. Among our biggest detractors in Q4 were Oracle, Netflix and BAE Systems. During the quarter, we initiated new positions in RTX (Raytheon), Capital One and Somnigroup. In addition to Insmed and BAE, we also added to L3Harris, a global aerospace and defense company.

—Abstracts Include the Phase 3 PALM-PAH Study Design, a Presentation of the Previously Disclosed Topline Phase 2b PAH Data, a Functional Respiratory Imaging Analysis from the Phase 2b Study in Pulmonary Arterial Hypertension (PAH), and Pulmonary Vasodilation Data in Rat Models— BRIDGEWATER, N.J., Jan. 28, 2026 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmace...

During the quarter, we initiated new positions in nLIGHT, Guardant Health and Cellebrite. We also added to Bruker, Hexcel and Penumbra during the quarter. Along with Insmed, we also ended our investment campaigns in Integer Holdings and SharkNinja during the quarter.

Insmed Incorporated (INSM) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

— BRINSUPRI®  (brensocatib) Unaudited Total Revenues of Approximately $144.6 Million for First Full Quarter of Launch; Approximately $172.7 Million for Full-Year 2025— —ARIKAYCE® (amikacin liposome inhalation suspension) Exceeds the Upper End of Guidance Range for Full-Year 2025 with Unaudited Global Revenues of Approximately $433.8 Million— —Full-Year 2026 Global ARIKAYCE Revenues Expected to ...

BRIDGEWATER, N.J., Jan. 2, 2026 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced that management will present at the J.P.