Insmed

Insmed, Inc. is a global biopharmaceutical company, which engages in the development and commercialization of therapies for patients with rare diseases. Its focuses on Brensocatib, and Treprostinil Palmitil Inhalation Powder (TPIP) pipeline. The company was founded in 1988 and is headquartered in Bridgewater, NJ.

Earnings data Q1 2021

Earnings data Q2 2021

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Earnings data Q1 2022

Earnings data Q2 2022

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Insmed reports robust earnings, eyes pipeline expansion and regulatory support

Insmed's strong financial performance in 2022, driven by ARIKAYCE revenue and prudent cost management, sets a solid foundation for future growth. The company's focus on pipeline expansion, regulatory enthusiasm for brensocatib, and strategic milestones position it well for success. Challenges in the NTM market and pandemic-related impacts require careful navigation, but opportunities in new trials and gene therapy offer promising avenues for growth.

Insmed excels in Q1 with revenue growth and trial milestones

Insmed's strong Q1 performance driven by revenue growth and successful trial enrollments.
Challenges include regulatory differences and unblinding requirements for trial outcomes.
Opportunities lie in expanding ARIKAYCE's market reach and showcasing research efforts.
Financial stability and positive program reviews position Insmed well for future growth.

Insmed achieves record sales, strengthens capabilities in untreatable diseases

Insmed's Q2 2023 performance reflects robust sales growth, improved financial stability, and strategic acquisitions, positioning the company for future success.
The company's strengths lie in its commercial performance, innovative treatment formulations, and enhanced capabilities in synthetic rescue for untreatable diseases.
While facing challenges in clinical trial success and financial management, Insmed has opportunities to leverage its R&D portfolio, expedite drug approvals, and drive growth in key therapeutic areas.

Insmed reports record revenues and advances in trials, poised for growth

Insmed's Q3 2023 performance reflects record revenues for ARIKAYCE and positive trial results for brensocatib, positioning the company for continued growth.
Strong cash reserves, successful commercial activities, and promising trial data highlight Insmed's strengths and potential for future success in the biopharmaceutical market.
While facing funding challenges and trial complexities, Insmed has opportunities to leverage trial outcomes, enhance treatment efficacy, and secure financing for growth.
Overall, Insmed's strategic focus on product performance, financial stability, and innovation underscores its commitment to advancing therapies and driving shareholder value.

Insmed reports strong earnings, projects brensocatib sales exceeding $5B

Insmed's Q4 2023 earnings call highlighted strong financial performance, positive trial results, and strategic initiatives to maintain cash balance and drive commercial opportunities
The company's focus on patient-centric approaches, diverse early-stage assets, and opportunities for label expansion and commercial success position Insmed for future growth
While facing challenges related to placebo effects, regulatory requirements, and therapeutic advancements, Insmed's emphasis on reducing exacerbation rates and pursuing innovative therapies presents avenues for overcoming obstacles
With a robust cash position, promising pipeline developments, and a clear commercial outlook, Insmed demonstrates resilience and potential for market impact in the biopharmaceutical industry

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Insmed Incorporated (NASDAQ:INSM) shares jumped 18% to $26.62 after the biopharmaceutical company revealed that nearly 44% of patients with nontuberculous mycobacterial (NTM) lung infection in its Phase 3 ARISE study saw an improvement in respiratory symptoms after receiving its Arikayce antibiotic treatment compared with about 33% who received a placebo.   Insmed also noted that more Arikayce-treated patients tested negative for the bacteria after seven months of treatment than did the placebo recipients.

Insmed stock climbs on positive study results; hits 52-week high

Biotech stock Insmed rocketed Tuesday after the company said almost 44% of lung infection patients improved after receiving its drug.

Insmed Is Making A Comeback — Why Shares Hit A Year High In Colossal Volume

Insmed reported positive top-line results from a late-stage study of its antibiotic drug Arikayce. The data could improve the likelihood of success in another late-stage study of Arikayce.

Why Insmed Stock Is Soaring Today

—QOL-B Respiratory Domain Shown to Work Effectively as Patient-Reported Outcome Tool in Patients with MAC Lung Disease; to be Proposed to FDA as Primary Endpoint in ENCORE with No Modifications— —Patients Treated with ARIKAYCE Plus Macrolide-Based Background Regimen Had Meaningfully Larger Improvements in QOL-B Respiratory Score with Strong Trend Toward Significance vs. Macrolide-Based Background Regimen Alone—  —ARIKAYCE-Treated Patients Had Nominally Statistically Significantly Higher Culture Conversion Rates at Month 7 vs.

INSMED ANNOUNCES POSITIVE TOPLINE RESULTS FROM PHASE 3 ARISE STUDY OF ARIKAYCE® (AMIKACIN LIPOSOME INHALATION SUSPENSION) IN PATIENTS WITH NTM LUNG DISEASE CAUSED BY MAC

Insmed Incorporated (NASDAQ:INSM ) Q2 2023 Earnings Conference Call August 3, 2023 8:30 AM ET Company Participants Bryan Dunn - Head, IR William Lewis - Chair & CEO Sara Bonstein - CFO Martina Flammer - Chief Medical Officer Conference Call Participants Judah Frommer - Credit Suisse Vamil Divan - Guggenheim Jennifer Kim - Cantor Fitzgerald Leon Wang - Barclays Jason Zemansky - Bank of America Stephen Willey - Stifel Liisa Bayko - Evercore Andrea Tan - Goldman Sachs Joseph Schwartz - Leerink Partners Operator Thank you for standing by. My name is Enrique, and I'll be your conference operator today.

Insmed Incorporated (INSM) Q2 2023 Earnings Call Transcript

-- ARIKAYCE® (amikacin liposome inhalation suspension) Total Revenue of $77.2 Million for the Second Quarter of 2023 Reflects Highest Quarter of Sales Since Launch and 18% Growth Compared to the Second Quarter of 2022 --  -- Company Raises Full-Year 2023 Guidance Range for Global ARIKAYCE Revenues to $295 Million to $305 Million --  -- Topline Data from Post-Marketing ARISE Study of ARIKAYCE Expected in September of 2023 --  -- Blended Blinded Dose Titration Data for TPIP in PH-ILD and PAH Expected in Second Half of 2023 --  -- Topline Data from the Phase 3 ASPEN Trial of Brensocatib in Adult Patients with Bronchiectasis Remains on Track to Read Out in the Second Quarter of 2024 --  BRIDGEWATER, N.J. , Aug. 3, 2023 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases, today reported financial results for the second quarter ended June 30, 2023 and provided a business update.

Insmed Reports Second-Quarter 2023 Financial Results and Provides Business Update

BRIDGEWATER, N.J. , July 20, 2023 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases, today announced that it will release its second-quarter 2023 financial results on Thursday, August 3, 2023.

Insmed to Host Second-Quarter 2023 Financial Results Conference Call on Thursday, August 3, 2023

Insmed Incorporated showcases strong financial growth and a diverse product pipeline, making it an attractive investment opportunity in the biopharmaceutical industry. The company focuses on developing treatments for rare and severe lung diseases, with products like ARIKAYCE, brensocatib, and TPIP offering unique value propositions in their respective markets. Insmed's commitment to research and development, commercial expansion, and strategic acquisitions positions it for sustained growth and success in the future.

Insmed's Financial Growth Conveys A Promising Outlook For Investors

BRIDGEWATER, N.J. , June 7, 2023 /PRNewswire/ -- Insmed Incorporated (Nasdaq:INSM), a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases, today announced that management will present in a fireside chat at the Goldman Sachs 44th Annual Global Healthcare Conference in Dana Point, CA, on Wednesday, June 14, 2023 at 1:20 p.m.

Insmed To Present at the Goldman Sachs 44th Annual Global Healthcare Conference

—Brensocatib Reduced Risk of Exacerbations Irrespective of Disease Severity in Patients with Non-Cystic Fibrosis Bronchiectasis (NCFBE) in Phase 2 WILLOW Subgroup Analysis— —Real-World Cohort Study Shows Fewer Hospitalizations Among Patients with Chronic Obstructive Pulmonary Disease (COPD) Who Received Early Diagnosis of Nontuberculous Mycobacterial (NTM) Lung Disease vs. Patients in the Late-Diagnosis Group— —Analysis of WILLOW Data Demonstrates Reduction in Azurocidin-1 (AZU1) Sputum Levels with Brensocatib Treatment— BRIDGEWATER, N.J.

Insmed Presents Range of New Study Findings at American Thoracic Society 2023 International Conference

—Early-Stage Research Pillar Anticipated to Generate at Least Six Investigational New Drug (IND) Applications by End of 2025— —Company Reveals Select Initial Disease Targets for Next-Generation Gene Therapies and Deimmunized Therapeutic Proteins, Including Duchenne Muscular Dystrophy (DMD) and Stargardt Disease— —Gene Therapy Clinical Trial in DMD to be Initiated in 2023, with Data Expected First Half of 2024— —Company Announces $500,000 Equity Investment from CureDuchenne Ventures to Support the Development of a Targeted Gene Therapy for DMD— BRIDGEWATER, N.J. , May 8, 2023 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases, today announced progress across its early-stage research programs, which will be discussed in greater detail this morning at the Company's investor and analyst event, The Future of Rare at Insmed: Functional Genes, AI-Enhanced Proteins, Glowing Algae, and More.

Insmed Unveils New Research Platforms and Capabilities at Investor and Analyst Event, "The Future of Rare at Insmed: Functional Genes, AI-Enhanced Proteins, Glowing Algae, and More"

Insmed Incorporated (NASDAQ:INSM ) Q1 2023 Results Conference Call May 4, 2023 8:30 AM ET Company Participants Bryan Dunn - Head of Investor Relations Will Lewis - Chair and Chief Executive Officer Sara Bonstein - Chief Financial Officer Martina Flammer - Chief Medical Officer Conference Call Participants Nick Lenard - JPMorgan Andrea Tan - Goldman Sachs Judah Frommer - Credit Suisse Jennifer Kim - Cantor Fitzgerald Leon Wang - Barclays Stephen Willey - Stifel Jason Zemansky - Bank of America Liisa Bayko - Evercore Michael Riad - Morgan Stanley Operator Good morning, and welcome to the Insmed First Quarter 2023 Financial Results. My name is Nandaja, and I will be your operator today.

Insmed Incorporated (INSM) Q1 2023 Earnings Call Transcript

Insmed (INSM) came out with a quarterly loss of $1.17 per share versus the Zacks Consensus Estimate of a loss of $1.08. This compares to loss of $0.80 per share a year ago.

Insmed (INSM) Reports Q1 Loss, Tops Revenue Estimates

—Enrollment Complete in Phase 3 ASPEN Trial of Brensocatib in Adult Patients with Bronchiectasis; Topline Data Readout on Track for Second Quarter of 2024— —Company to Provide Detailed Update on Early-Stage Research Programs on May 8, 2023— —Company on Track to Share Topline Data from Post-Marketing ARISE Study of ARIKAYCE® (amikacin liposome inhalation suspension) in Third Quarter of 2023— —ARIKAYCE Total Revenue of $65.2 Million for the First Quarter of 2023, Reflecting 23% Annual Growth Over the First Quarter of 2022— —Company Reaffirms Full-Year 2023 Guidance for Global ARIKAYCE Revenues of Between $285 Million and $300 Million— BRIDGEWATER, N.J. , May 4, 2023 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases, today reported financial results for the first quarter ended March 31, 2023 and provided a business update.

Insmed Reports First Quarter 2023 Financial Results and Provides Business Update

— The Future of Rare at Insmed: Functional Genes, AI-Enhanced Proteins, Glowing Algae, and More — BRIDGEWATER, N.J. , April 24, 2023 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases, today announced that it will host an investor and analyst event on Monday, May 8, 2023.

Insmed to Host Investor and Analyst Event on May 8, 2023

BRIDGEWATER, N.J. , April 20, 2023 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases, today announced that it will release its first quarter 2023 financial results on Thursday, May 4, 2023.

Insmed to Host First Quarter 2023 Financial Results Conference Call on Thursday, May 4, 2023

—Topline Data Remains on Track to be Reported in Q2 of 2024— —More than 1,700 Adult Patients Enrolled in Global, Registrational Study of First-in-Class Treatment Candidate— BRIDGEWATER, N.J. , March 31, 2023 /PRNewswire/ -- Insmed Incorporated (Nasdaq:INSM), a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases, announced that adult patient enrollment is complete as of today in its pivotal ASPEN study of brensocatib.

Insmed Completes Enrollment of Adult Patients in Phase 3 ASPEN Study of Brensocatib in Bronchiectasis

—Data from Retrospective Study Evaluating the Association Between Hospitalization Burden and Delay in Diagnosis of Nontuberculous Mycobacterial (NTM) Lung Disease Among Patients with Chronic Obstructive Pulmonary Disease (COPD) to Be Shared in Oral Presentation— —Researchers to Present Subgroup Analysis from Phase 2 WILLOW Study Evaluating Brensocatib Treatment Outcomes by Disease Severity in Patients with Bronchiectasis— BRIDGEWATER, N.J. , March 24, 2023 /PRNewswire/ -- Insmed Incorporated (Nasdaq:INSM), a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases, today announced that eight presentations across three of its pillars—ARIKAYCE ® (amikacin liposome inhalation suspension), brensocatib, and treprostinil palmitil inhalation powder (TPIP)—will be shared at the American Thoracic Society (ATS) 2023 International Conference, taking place May 19-24, 2023, in Washington, D.C.

Insmed to Present New Clinical, Pre-Clinical, and Real-World Data in Serious and Rare Lung Diseases at the American Thoracic Society 2023 International Conference

BRIDGEWATER, N.J. , March 1, 2023 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases, today announced that management will present at the following investor conferences: The Cowen 43rd Annual Healthcare Conference in Boston on Wednesday, March 8, 2023, at 12:50 p.m.

Insmed To Present at Two March Conferences

Insmed Incorporated (NASDAQ:INSM ) Q4 2022 Earnings Conference Call February 23, 2023 8:30 AM ET Company Participants Eleanor Barisser - IR Will Lewis - Chair and CEO Sara Bonstein - CFO Conference Call Participants Jason Zemansky - Bank of America Jeff Hung - Morgan Stanley Andrea Tan - Goldman Sachs Judah Frommer - Credit Suisse Joseph Schwartz - SVB Securities Stephen Willey - Stifel Leon Wang - Barclays Graig Suvannavejh - Mizuho Securities Jennifer Kim - Cantor Fitzgerald Operator Hello everyone and welcome the Insmed Fourth Quarter and Full Year 2022 Financial Results. My name is Nadia and I'll be coordinating the call today.

Insmed Incorporated (INSM) Q4 2022 Earnings Call Transcript

—Patient Screening Complete in Adult Patients in Phase 3 ASPEN Trial of Brensocatib in Bronchiectasis; Topline Data Readout on Track for Second Quarter of 2024— —Company to Share Robust Updates Across Early-Stage Programs at Research Day on May 8, 2023— —Company on Track to Share Topline Data from Post-Marketing ARISE Study of ARIKAYCE® (amikacin liposome inhalation suspension) in Third Quarter of 2023— —ARIKAYCE Total Revenue of $59.3 Million for the Fourth Quarter and $ 245.4  Million for the Full Year 2022, Reflecting 30% Annual Growth— BRIDGEWATER, N.J. , Feb. 23, 2023 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases, today reported financial results for the fourth quarter and full year ended December 31, 2022 and provided a business update.

Insmed Reports Fourth Quarter and Full Year 2022 Financial Results and Provides Business Update

BRIDGEWATER, N.J. , Feb. 9, 2023 /PRNewswire/ -- Insmed Incorporated (Nasdaq:INSM), a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases, today announced that it will release its fourth quarter and full year 2022 financial results on Thursday, February 23, 2023.

Insmed to Host Fourth Quarter and Full Year 2022 Financial Results Conference Call on Thursday, February 23, 2023

BRIDGEWATER, N.J. , Feb. 7, 2023 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases, today announced that management will present in a fireside chat at the virtual SVB Securities Global Biopharma Conference on Tuesday, February 14, 2023 at 12:00 p.m.

Insmed To Present at the SVB Securities Global Biopharma Conference

The mean of analysts' price targets for Insmed (INSM) points to a 98.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Wall Street Analysts Believe Insmed (INSM) Could Rally 98.26%: Here's is How to Trade

—Topline Data from Phase 2 PK/PD Study of Brensocatib in Patients with Cystic Fibrosis Show Clear Dose Response at all Evaluated Doses— —Treatment Discontinuation Rate of 15% Reported in Postmarketing ARISE Trial of ARIKAYCE® (amikacin liposome inhalation suspension) in Frontline Patients with MAC Lung Disease—Less than Half that of Pivotal Trial in Refractory Patients— —Blended, Blinded Event Rate Ranging from 1.12 to 1.15 Events Per Patient Per Year Reported in Phase 3 ASPEN Trial of Brensocatib in Patients with Bronchiectasis, in Line with Expectations— —Company Expects to Report 30% Global Revenue Growth for ARIKAYCE in 2022 Compared with 2021— —2023 Global ARIKAYCE Revenues Expected to be Between $285 Million and $300 Million— BRIDGEWATER, N.J. , Jan. 6, 2023 /PRNewswire/ -- Insmed Incorporated (Nasdaq:INSM), a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases, today provided an update on the Company's four pillars and outlined its near-term strategic priorities.

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