Insmed raises BRINSUPRI guidance and combined peak sales estimate to over $14 billion
Second-quarter 2026 revenue hit $425.5 million as BRINSUPRI sales jumped and Insmed pushed forward regulatory and trial plans for its respiratory pipeline.
Insmed reported total revenues of $425.5 million for the second quarter of 2026, ended June 30. BRINSUPRI global revenue rose 49% quarter over quarter, with the increase attributed to strong growth in the U.S. market.1 ARIKAYCE global revenue grew 8% year over year, which the company attributed mainly to strong international market growth.1
On the regulatory front, the company still expects a regulatory decision in Japan on brensocatib for non-cystic fibrosis bronchiectasis in the second half of 2026.1 In June 2026, the European Multi-centre Bronchiectasis Audit and Research Collaboration announced a partnership with Insmed for a three-year open-label study examining whether 25 mg brensocatib can modify bronchiectasis disease progression.1
For ARIKAYCE, Insmed filed a supplemental new drug application with the FDA in July 2026 covering newly diagnosed MAC lung disease patients, and plans to discuss Phase 3b ENCORE data with Japan's PMDA in the second half of 2026 to support a similar label expansion there.1
On TPIP, the company continues enrolling patients in the Phase 3 PALM-ILD trial for PH-ILD and the Phase 3 PALM-PAH trial for pulmonary arterial hypertension.1 In July 2026, Insmed reported positive 12-month data from an ongoing open-label extension study of TPIP in PAH patients.1 The company still plans to start a Phase 3 study in progressive pulmonary fibrosis in the second half of 2026 and one in idiopathic pulmonary fibrosis in the first half of 2027.1
Other pipeline updates: the FDA cleared an IND filing in July 2026 for INS1033, a second DPP1 inhibitor targeting rheumatoid arthritis, with a Phase 1 healthy-volunteer trial planned for the third quarter of 2026.1
On guidance, Insmed raised its full-year 2026 BRINSUPRI revenue guidance to $1.25 billion to $1.40 billion, up from at least $1 billion previously, while keeping ARIKAYCE guidance at $450 million to $470 million.1 It also raised peak revenue estimates to more than $7 billion for BRINSUPRI and more than $6 billion for TPIP, while reiterating more than $1 billion for ARIKAYCE.1 As of June 30, 2026, cash, cash equivalents, and marketable securities totaled approximately $1.2 billion.1
Written by readthrough’s AI from the linked primary sources and fact-checked against them automatically before publishing. Not investment advice.