UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-30739 INSMED INCORPORATED (Exact name of registrant as specified in its charter) Virginia 54-1972729 (State or other jurisdi ...

—ARIKAYCE® (amikacin liposome inhalation suspension) Total Revenue of $93.4 Million for the Third Quarter of 2024, Reflecting 18% Growth Over the Third Quarter of 2023——NDA Submission for Brensocatib in Bronchiectasis Remains on Track for the Fourth Quarter of 2024 with Potential U.S. Launch Still Expected in Mid-2025——Expanded U.S. Sales Force is Now Fully Deployed; Focusing on Bronchiectasis Disease-State Awareness and Supporting the Growth of ARIKAYCE Prior to the Anticipated Launch of Brensocatib——Ends ...

Wall Street analysts forecast that Insmed (INSM) will report quarterly loss of $1.19 per share in its upcoming release, pointing to a year-over-year decline of 8.2%. It is anticipated that revenues will amount to $93.31 million, exhibiting an increase of 18% compared to the year-ago quarter. The consensus EPS estimate for the quarter has undergone an upward revision of 0.8% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their ini ...

Core Insights - Insmed Incorporated held its third annual Global Day of Good, with over 1,000 employees volunteering across the U.S., Europe, and Japan, marking the largest participation to date [1][2] - The activities focus on improving health, education, and human services, benefiting more than 40 organizations globally [1][2] - Insmed emphasizes a culture of community support, with various volunteer projects including preparing kits for pediatric cancer patients and revitalizing community centers [2][3] Company Overview - Insmed is a global biopharmaceutical company dedicated to delivering first- and best-in-class therapies for serious diseases, with a diverse portfolio of approved and investigational medicines [4] - The company is advancing programs primarily in pulmonary and inflammatory conditions, including a therapy approved in the U.S., Europe, and Japan for chronic lung disease [4] - Insmed is recognized as a top employer in the biopharmaceutical industry, having been named the No. 1 Science Top Employer for three consecutive years [5]

BRIDGEWATER, N.J., Oct. 17, 2024 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced that it will release its third-quarter 2024 financial results on Thursday, October 31, 2024. Insmed management will host a conference call for investors beginning at 8:00 a.m. ET on Thursday, October 31, 2024, to discuss the financial results and p ...

—Data Presented at the CHEST 2024 Annual Meeting— BRIDGEWATER, N.J., Oct. 8, 2024 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today presented positive late-breaking subgroup data from the Phase 3 ASPEN study, a global, randomized, double-blind, placebo-controlled Phase 3 study to assess the efficacy, safety, and tolerability of brensocatib ...

Core Insights - Short interest is a significant technical indicator for contrarian investors, and it is a key component of Sehaeffers' Expectational Analysis® [1][2] - The analysis of short interest helps identify potential stock squeezes, where short sellers may be forced to cover their positions, driving stock prices higher [2][4] Group 1: Short Interest Analysis - The latest analysis by Senior Quantitative Analyst Rocky White focuses on stocks with high short interest, indicating potential for price increases if short sellers capitulate [2][3] - A table compiled by White lists various stocks with their short interest percentages, changes, and average short prices, highlighting significant short interest in the biotechnology sector [4][5] - Biotech stocks are particularly targeted by short sellers due to their volatility and the impact of drug pipeline developments on stock performance [4][6] Group 2: Specific Stock Insights - Insmed Inc (NASDAQ: INSM) has experienced a 9% drop in short interest, with current short interest accounting for 8% of its float, leading to a potential 55% loss for short sellers if they entered at $33.66 [5] - Viking Therapeutics Inc (NASDAQ: VKTX) and TG Therapeutics Inc (NASDAQ: TGTX) also show significant short interest, with 17.1% and 23.4% of their floats sold short, respectively, and potential losses of 55% and 47% for short sellers [5] - The SPDR S&P Biotech ETF (XBI) has seen an increase in short interest from 56% in May 2023 to 64.7% in September 2024, indicating a growing bearish sentiment in the biotech sector [6] Group 3: Future Projections - Projections for 2024 suggest significant potential gains for INSM, VKTX, and TGTX, with expected increases of 141%, 215%, and 30%, respectively, if short sellers begin to cover their positions [7]

Core Viewpoint - Insmed's stock has more than doubled in value over the past six months, significantly outperforming the industry and the S&P 500, driven by advancements in its pipeline candidates, brensocatib and TPIP, targeting various lung disorders [1][2]. Pipeline Development - Brensocatib, the most advanced candidate, was licensed from AstraZeneca in 2016 for treating neutrophil-driven inflammatory conditions [3]. - Positive topline results from the phase III ASPEN study for brensocatib in non-cystic fibrosis bronchiectasis were reported, achieving significant reductions in pulmonary exacerbations compared to placebo [4]. - There are currently no approved medications for bronchiectasis, affecting nearly a million patients in the US, Europe, and Japan [5]. - Insmed plans to submit a regulatory filing for brensocatib in bronchiectasis in Q4 2024, with a potential launch in mid-2025 and in Europe and Japan by H1 2026 [6]. - Brensocatib is also being evaluated in a phase IIb study for chronic rhinosinusitis without nasal polyps, with data expected in H2 2025, and a mid-stage study for hidradenitis suppurativa planned before the end of 2024 [7]. TPIP Development - Insmed is conducting mid-stage studies for TPIP in pulmonary hypertension associated with interstitial lung disease and pulmonary arterial hypertension [7]. - Positive safety and tolerability data from a mid-stage study for TPIP in PH-ILD were reported, indicating potential for prolonged effect and reduced dosing frequency compared to existing therapies [8]. - A majority of patients (79.3%) reached the maximum dose of 640 µg of TPIP after five weeks, which contains nearly 60% more treprostinil than current products [9]. - Insmed plans to initiate a late-stage study for TPIP in PH-ILD next year, with top-line data from the PAH study expected in H2 2025 [9]. Arikayce Development - Insmed reached alignment with the FDA on the primary endpoint of the phase III ENCORE study for Arikayce, targeting newly-infected patients with mycobacterium avium complex lung disease, with top-line data expected in Q1 2026 [10]. - Arikayce is currently the only marketed drug in Insmed's portfolio, approved for refractory MAC lung disease, with a total addressable market estimated at 30,000 patients, potentially increasing to 275,000 if approved for newly-infected patients [12]. - Management anticipates that Arikayce could generate over a billion dollars in peak sales [12]. Financial Position - Insmed's pipeline shows promise compared to other biotech stocks, with a steady income stream from Arikayce sales, reducing pressure on its cash balance of approximately $1.25 billion as of June 2024 [13].

Insmed Incorporated (NASDAQ:INSM) Q2 2024 Earnings Conference Call August 8, 2024 8:00 AM ET Company Participants Bryan Dunn – Head-Investor Relations Will Lewis – Chair and Chief Executive Officer Sara Bonstein – Chief Financial Officer Martina Flammer – Chief Medical Officer Conference Call Participants Jessica Fye – JPMorgan Ritu Baral – TD Cowen Joseph Schwartz – Leerink Partners Cameron Bozdog – Bank of America Jennifer Kim – Cantor Fitzgerald Leon Wang – Barclays Vamil Divan – Guggenheim Securities Li ...

Insmed (INSM) reported a loss of $1.94 per share in second-quarter 2024, wider than the Zacks Consensus Estimate of a loss of $1.22. In the year-ago quarter, the company posted a loss of $1.78. Insmed generated total revenues of $90.3 million during the quarter, up 17% year over year. Quarterly sales beat the Zacks Consensus Estimate of $88.0 million. Quarter in Detail In the reported quarter, total revenues were generated entirely from product revenues of its only-marketed drug, Arikayce, which is approved ...