Welcome to our dedicated page for Insmed news (Ticker: INSM), a resource for investors and traders seeking the latest updates and insights on Insmed stock.
Insmed Incorporated develops and commercializes biopharmaceutical therapies for serious diseases, with a commercial respiratory portfolio that includes ARIKAYCE® (amikacin liposome inhalation suspension) and BRINSUPRI® (brensocatib). Its pipeline spans pulmonary, inflammatory, immunology and rare-disease programs, including TPIP and INS1148, alongside early research in gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining and synthetic rescue.
Recurring company news covers product revenue trends, regulatory authorizations and label-development activity for ARIKAYCE and BRINSUPRI, clinical data in MAC lung disease, non-cystic fibrosis bronchiectasis and inflammatory conditions, and presentations at medical and investor conferences. Updates also include portfolio-prioritization decisions, financial results, employee equity inducement grants and other governance-related announcements.
Insmed (Nasdaq: INSM) reported that the Phase 2b CEDAR study of brensocatib in adult hidradenitis suppurativa (HS) did not meet primary or secondary efficacy endpoints for either 10 mg or 40 mg arms. Insmed will discontinue its HS development program.
Safety was consistent with prior studies and no new safety signals were identified, including at 40 mg. At Week 16, AN count reductions were 45.5% (10 mg), 40.3% (40 mg) and 57.1% (placebo). Reported TEAEs: Any TEAE 55.4% (10 mg), 42.9% (40 mg), 45.7% (placebo); severe TEAE 1.4% (10 mg); serious TEAE 4.1% (10 mg), 1.4% (40 mg), 1.4% (placebo).
Insmed (Nasdaq: INSM) reported positive topline results from the Phase 3b ENCORE study of ARIKAYCE in new MAC lung disease patients. The trial met the primary endpoint (Respiratory Symptom Score change: 17.77 vs 14.66, difference 3.11 points, p=0.0299) and multiplicity‑controlled culture conversion endpoints (e.g., 87.8% vs 57.0% by Month 6).
Insmed plans an sNDA filing in H2 2026 and PMDA submission in Japan to support potential label expansion; safety was consistent with known profile with higher discontinuations and bronchospasm in the ARIKAYCE arm.
Insmed (Nasdaq: INSM) granted inducement awards to 85 new employees under its 2025 Inducement Plan on Feb 27, 2026. The grants comprised 68,947 restricted stock units and options to purchase 4,710 shares at an exercise price of $149.33 per share.
RSUs vest over four years (25% each year). Options have a 10-year term and four-year vesting: 25% at first anniversary, then 12.5% every six months thereafter, subject to continued service.
Insmed (Nasdaq: INSM) reported total 2025 revenue of $606.4M, driven by BRINSUPRI and ARIKAYCE, and ended 2025 with approximately $1.4B in cash and marketable securities. The company expects 2026 BRINSUPRI revenue of at least $1B and reiterates ARIKAYCE 2026 guidance of $450M–$470M.
Key 2025 figures: BRINSUPRI revenue $172.7M (full year), ARIKAYCE revenue $433.8M (19% growth), 2025 net loss $1.277B. Multiple clinical readouts and regulatory milestones are scheduled in 2026.
Insmed (Nasdaq: INSM) announced management will present at two investor conferences in March 2026: the 46th Annual TD Cowen Healthcare Conference on March 2, 2026 at 9:50 a.m. ET and the Leerink Partners Global Healthcare Conference on March 10, 2026 at 8:00 a.m. ET.
Both presentations will be webcast live and archived for 30 days on the company investor relations website.
Insmed (Nasdaq: INSM) will release fourth-quarter and full-year 2025 financial results on Thursday, February 19, 2026. Management will host a conference call at 8:00 a.m. ET that day to discuss results and provide a business update.
Investors may dial domestic and international numbers with access code 7862189, or join a live webcast at www.insmed.com. A replay will be available by phone through February 26, 2026, and the webcast archive will remain on the investor site for 90 days.
Insmed (Nasdaq: INSM) will present four abstracts on treprostinil palmitil inhalation powder (TPIP) at the Pulmonary Vascular Research Institute (PVRI) 2026 congress in Dublin, Jan 28–Feb 1, 2026.
Presentations include the Phase 3 PALM-PAH study design, an encore of topline Phase 2b PAH results, a Functional Respiratory Imaging analysis from Phase 2b, and pulmonary vasodilation data in rat models.
Insmed (Nasdaq: INSM) reported preliminary unaudited full-year 2025 net product revenues of $606.4M (up 67% vs. 2024), driven by ARIKAYCE $433.8M and BRINSUPRI $172.7M. BRINSUPRI generated approximately $144.6M in its first full quarter. The company received European approval for BRINSUPRI and plans EU, UK, and Japan launches in 2026. Insmed expects 2026 ARIKAYCE revenue of $450M–$470M, announced key Phase 3 and Phase 2 readout timelines for ENCORE (Mar/Apr 2026) and CEDAR (Q2 2026), initiated PALM-ILD in Q4 2025, and acquired INS1148 in Dec 2025.
Insmed (Nasdaq: INSM) said management will present at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco on Monday, January 12, 2026 at 3:00 p.m. PT / 6:00 p.m. ET. The presentation will be webcast live and available via the company’s investor relations website. Webcasts will be archived for 30 days after the live event.
Insmed (Nasdaq: INSM) announced on December 17, 2025 that the Phase 2b BiRCh study of brensocatib in chronic rhinosinusitis without nasal polyps (CRSsNP) did not meet its primary or secondary efficacy endpoints in either the 10 mg or 40 mg arms, and Insmed has discontinued the CRSsNP program effective immediately.
Topline placebo-adjusted least-squares means for 28-day average sTSS at Week 24 were placebo -2.44, brensocatib 10 mg -2.21, and brensocatib 40 mg -2.33. Safety was consistent with prior studies with no new signals. The company also acquired INS1148, a Phase 2–ready monoclonal antibody targeting SCF248, and plans initial development in interstitial lung disease and moderate-to-severe asthma.