Insmed reports strong BRINSUPRI launch with $172.7 million in revenue

Insmed Incorporated (NASDAQ: INSM) reported preliminary unaudited revenues for 2025, with its newly launched drug BRINSUPRI generating approximately $172.7 million and ARIKAYCE exceeding guidance with global revenues of approximately $433.8 million.

BRINSUPRI, approved for non-cystic fibrosis bronchiectasis treatment, recorded $144.6 million in revenues during its first full quarter of launch in the fourth quarter of 2025. The company stated that approximately 4,000 medical professionals had prescribed BRINSUPRI by year-end 2025, with about 9,000 new patients starting therapy in the fourth quarter alone.

ARIKAYCE revenues increased 19% compared to 2024, driven by 10% growth in U.S. sales to $280.3 million and 41% growth in international sales to $153.5 million. The company projects 2026 global ARIKAYCE revenues between $450 million and $470 million.

The company provided updates on several clinical trials. Topline data from the Phase 3 ENCORE study of ARIKAYCE in patients with newly diagnosed or recurrent MAC lung disease is anticipated in March or April 2026. Results from the Phase 2b CEDAR study of brensocatib in patients with hidradenitis suppurativa are expected in the second quarter of 2026.

Insmed initiated the Phase 3 PALM-ILD study of TPIP in pulmonary hypertension associated with interstitial lung disease in the fourth quarter of 2025. The company plans to begin additional Phase 3 studies for PAH, progressive pulmonary fibrosis, and idiopathic pulmonary fibrosis in 2026.

The European Commission approved BRINSUPRI in November 2025, with the company planning EU launches in the first half of 2026. Commercial launches in the United Kingdom and Japan are anticipated in 2026, pending regulatory approval.

These preliminary results are unaudited and subject to adjustment. Insmed will report final fourth-quarter and full-year 2025 results in February 2026, according to the company's press release.

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