Welcome to our dedicated page for INSMED SEC filings (Ticker: INSM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Insmed Incorporated filings document formal disclosures for its commercial biopharmaceutical portfolio and respiratory and inflammatory pipeline. Recent Form 8-K reports furnish financial results, investor presentations, Regulation FD materials, clinical-study updates for ARIKAYCE and brensocatib, regulatory approval announcements for BRINSUPRI, and portfolio additions such as INS1148.
The company’s proxy materials describe board elections, executive compensation, equity awards, shareholder voting matters and governance practices. Other current reports document compensatory arrangements, director-transition disclosures, exhibits and Inline XBRL cover-page data tied to Insmed’s Nasdaq-listed common stock.
Insmed Incorporated reported second-quarter 2026 total revenues of $425.5 million, up from $107.4 million a year earlier. Growth was led by BRINSUPRI, which generated $309.2 million and grew 49% over the first quarter of 2026, and ARIKAYCE, which delivered $116.3 million, up 8% versus the 2025 quarter.
Operating loss for the quarter was $1.5 million, and net loss narrowed to $13.2 million (or $0.06 per share) compared with $321.7 million (or $1.70 per share) a year earlier. At June 30, 2026, cash, cash equivalents and marketable securities totaled approximately $1.2 billion, with shareholders’ equity of $757.5 million.
Insmed raised its 2026 BRINSUPRI revenue guidance to $1.25 billion–$1.40 billion and reiterated ARIKAYCE guidance of $450 million–$470 million. The company now estimates combined peak revenue of more than $14 billion for BRINSUPRI, TPIP and ARIKAYCE, and states it expects to reach cash flow positivity in 2027 without raising additional capital while advancing multiple late-stage and early-stage programs.
Insmed Incorporated reported a sharp ramp in commercialization for the quarter ended June 30, 2026. Product revenues, net reached $425.5 million versus $107.4 million a year earlier, driven by US and international launches of BRINSUPRI and continued growth of ARIKAYCE. Quarterly net loss narrowed to $13.2 million, and six‑month net loss was $176.8 million, with basic and diluted loss per share of $0.06 for the quarter and $0.82 year‑to‑date.
R&D expense rose to $210.0 million and SG&A to $247.5 million in the quarter as the company funded BRINSUPRI launch, the TPIP Phase 3 program, and gene‑therapy studies, partly offset by a $99.8 million non‑cash gain from lower contingent consideration. Cash and cash equivalents were $544.8 million and marketable securities $615.5 million as of June 30, 2026; operating activities used $311.6 million of cash in the first half. Management states existing cash and investments should fund operations for at least 12 months but expects continued operating losses.
Strategically, Insmed is advancing label expansion for ARIKAYCE via a US supplemental application for newly diagnosed MAC lung disease, commercializing BRINSUPRI across the US and Europe, progressing TPIP Phase 3 trials in pulmonary hypertension indications with encouraging 12‑month open‑label data, and enrolling early‑stage gene‑therapy trials in DMD and ALS.
INSMED Inc Chair and CEO William Lewis exercised stock options for 10,700 shares of common stock on July 23, 2026, at exercise prices of $30.46 and $17.16, then sold 10,700 shares at weighted average prices of $105.62 and $106.43 under a Rule 10b5-1 trading plan adopted on September 4, 2025. He continues to hold 233,924 shares indirectly through a trust.
Insmed Inc. (symbol INSM) insider William Lewis has filed to sell 10,700 shares of common stock, to be handled through Merrill Lynch from its Washington, DC office, with the transaction dated July 23, 2026 and categorized as Stock Plan Activity by the issuer.
The filing also lists prior sales of Insmed common shares by William Lewis over the preceding three months, including transactions on May 4, May 13, May 18, June 3, June 8, June 25, and July 9, 2026, with individual sale sizes ranging from 6,515 to 25,564 shares.
JPMorgan Chase & Co. reports beneficial ownership of common stock of Insmed Incorporated. The firm holds 10,365,622 shares beneficially owned, representing 4.7% of the class. JPMorgan reports sole voting power over 9,988,182 shares and shared voting power over 14,547 shares.
It also reports sole dispositive power over 10,353,378 shares and shared dispositive power over 11,624 shares. Several JPMorgan subsidiaries, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, National Association, are identified as entities through which these holdings are maintained.
Insmed Incorporated reported 12‑month results from a 24‑month open‑label extension study of once‑daily treprostinil palmitil inhalation powder (TPIP) in 91 patients with pulmonary arterial hypertension who had completed prior TPIP trials. The study is single‑arm and uses baseline values from the Phase 2b lead‑in study.
Patients continuing TPIP and those crossing over from placebo both showed sustained improvements at Month 12, including mean six‑minute walk distance gains of 55.7 meters and 54.1 meters from baseline, and an approximately 60% reduction in NT‑proBNP levels by Month 6 that was maintained at Month 12. About 80% of patients achieved World Health Organization Functional Class I or II, and roughly 65% reached Refined Low Risk status on the REVEAL Lite 2.0 mortality risk score.
Once‑daily TPIP was generally well tolerated through Month 12 at doses up to 1,280 µg. Treatment‑emergent adverse events occurred in 89.0% of patients, serious events in 18.7%, severe events in 16.5%, and adverse events led to discontinuation in 7.7%. There were four deaths, none considered related to TPIP. Insmed states that these findings support continued TPIP development and the ongoing Phase 3 PALM‑PAH trial.
INSMED Inc Chair and CEO William Lewis reported a series of equity transactions in company common stock. He exercised stock options covering 10,699 shares at exercise prices of $17.16 and $30.46 per share and sold 10,699 shares of common stock in multiple open-market transactions at prices ranging from approximately $116.01 to $118.80 per share. The sales were effected pursuant to a pre-established Rule 10b5-1 trading plan. Lewis also reports 233,924 shares of common stock held indirectly by a trust.
INSM filed a Form 144 reporting proposed sales of Common Stock by an affiliate. The filing lists multiple proposed dispositions by William Lewis, including sales on 04/16/2026, 05/04/2026, 05/13/2026, 05/18/2026, 06/03/2026, 06/08/2026, and 06/25/2026, with individual share quantities shown for each date.
INSMED Inc's Chief Medical Officer, Martina Flammer, reported an exercise-and-sell transaction in company stock. She exercised stock options to acquire a total of 12,302 shares of common stock at strike prices of $19.74 and $29.13 per share, then sold the same 12,302 shares in open-market trades at weighted average prices of $110.60 and $109.02 per share. These trades were carried out under a pre-arranged Rule 10b5-1 trading plan adopted on February 27, 2025, and she now holds 60,486 shares of common stock directly.
Insmed Inc. reported Form 144 filings reporting insider sales. The filing lists sales by Martina Flammer of Common stock on 05/11/2026 (12,949 shares), 05/13/2026 (7,854 shares), 05/14/2026 (10,479 shares), 06/03/2026 (2,566 shares), and 06/05/2026 (1,858 shares).
The filing identifies these as sales under Stock Plan Activity and lists the transactions as Issuer-related on 07/06/2026. The document provides transaction dates and share counts; it does not state proceeds, prices, or remaining beneficial ownership in the excerpt provided.