Pulling SEC filings + quote and writing the call…
INSM
INSMED Inc
Next earnings Aug 5, 2026 · consensus $-0.82 EPS, $397M rev
Last earnings -23.4% on 2026-05-07
$95.80
▼ -2.69%$95.80▼ -5.70%
over 1Y
L $91.88EODHDH $211.41
Earnings Dividend Split Congress buy Congress sellFilings colored by tone · hover for detail
Today-2.7%
1W-1.0%
1M-10.8%
3M-33.5%
YTD-45.9%
1Y-5.7%
Hold
Conviction
Horizon
Long (>12mo)
Street · 29 analysts
Buy
Hyper-growth rare-disease pharma with two approved drugs, but $1.28B losses and 34x sales leave no margin for error.
Insmed has crossed from clinical-stage hope into a commercial-stage story, with FY2025 revenue of $606M growing 66.7% year over year on the back of ARIKAYCE and the newly approved BRINSUPRI (brensocatib, approved in the US in August 2025 for non-cystic-fibrosis bronchiectasis). The revenue trajectory is the bull case: from $188M in FY2021 to $606M in FY2025, the top line has more than tripled in four years, and a second commercial product plus EU approval of BRINSUPRI broadens the runway.
Sources: SEC EDGAR (CIK 0001104506, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 8:41:19 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.