Insmed Q3 revenue beats estimates

Insmed

30/10/2025 11:30

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: ID:nPn556vh8a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)