Insmed Outlines 2026 Roadmap with $172.7M Brensocatib Revenue Projection
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 09 2026
0mins
Should l Buy INSM?
Source: Benzinga
- Revenue Growth: Insmed projects Brensuprirevenues of $172.7 million for 2025, with approximately $144.6 million in the first full quarter post-FDA approval, indicating strong market demand and product acceptance that will drive sustained growth for the company.
- Market Expansion: Following FDA approval in 2025, Brensocatib has been prescribed by around 4,000 medical professionals by year-end, with 9,000 new patients starting treatment in Q4 alone, showcasing the product's market potential in treating non-cystic fibrosis bronchiectasis.
- Strategic Planning: Insmed plans to launch Brensocatib in the EU in the first half of 2026, with subsequent launches in the U.K. and Japan, reflecting the company's commitment to international market expansion and growth.
- R&D Progress: Insmed expects topline results from the Phase 3 ENCORE trial of Arikayce by March or April 2026, and if successful, will submit a supplemental NDA to broaden its U.S. label, enhancing the company's competitive position in the respiratory disease market.
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Analyst Views on INSM
Wall Street analysts forecast INSM stock price to rise
19 Analyst Rating
18 Buy
1 Hold
0 Sell
Strong Buy
Current: 146.170
Low
162.00
Averages
219.50
High
263.00
Current: 146.170
Low
162.00
Averages
219.50
High
263.00
About INSM
Insmed Incorporated is a global biopharmaceutical company. It is advancing a diverse range of approved and mid- to late-stage investigational medicines and drug discovery. Its advanced programs are in pulmonary and inflammatory conditions, including a therapy approved in the United States, Europe, and Japan to treat a chronic, debilitating lung disease. Its pre-clinical research programs encompass a range of technologies and modalities, including gene therapy, AI-driven protein engineering, protein manufacturing, RNA end-joining, and synthetic rescue. Its first commercial product, ARIKAYCE (amikacin liposome inhalation suspension), is used for the treatment of Mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients with limited or no alternative treatment options. Its pipeline includes clinical-stage programs, brensocatib, TPIP, and INS1201 and pre-clinical research programs. Its INS1148 is an investigational monoclonal antibody.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Mission and Vision: Insmed is committed to delivering first-class biopharmaceutical therapies aimed at transforming the lives of patients facing serious diseases, showcasing its leadership and social responsibility in the biopharmaceutical sector.
- Diverse R&D Pipeline: The company is advancing a variety of approved and mid- to late-stage investigational medicines, particularly in pulmonary and inflammatory conditions, demonstrating its expertise and market potential in treating chronic lung diseases.
- Industry Recognition and Employer Image: Insmed has been recognized as one of the best employers in the biopharmaceutical industry, being ranked No. 1 in ScienceTop Employer for five consecutive years, reflecting its excellence in employee satisfaction and corporate culture.
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- Global Healthcare Conference Participation: Additionally, Insmed will speak at the Leerink Partners Global Healthcare Conference in Miami on March 10, 2026, further enhancing its visibility and influence among investors.
- Live Webcast and Archiving: Both events will be webcast live via the company's investor relations website, with recordings available for 30 days post-event, ensuring that investors who cannot attend live can still access important information, thereby increasing transparency.
- Company Background and Mission: Insmed is a people-first global biopharmaceutical company focused on developing first- and best-in-class therapies, particularly in pulmonary and inflammatory conditions, with a diverse portfolio of approved and investigational medicines, demonstrating strong R&D capabilities and market potential.
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See More
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- Investor Conference Schedule: Insmed has announced participation in several investor conferences, with management presenting via live webcast accessible on the company’s website, archived for 30 days post-event, enhancing investor engagement and transparency.
- Mission and Vision: Insmed is committed to delivering first-class biopharmaceutical therapies aimed at transforming the lives of patients facing serious diseases, showcasing its leadership and social responsibility in the biopharmaceutical sector.
- Diverse R&D Pipeline: The company is advancing a variety of approved and mid- to late-stage investigational medicines, particularly in pulmonary and inflammatory conditions, demonstrating its expertise and market potential in treating chronic lung diseases.
- Industry Recognition and Employer Image: Insmed has been recognized as one of the best employers in the biopharmaceutical industry, being ranked No. 1 in ScienceTop Employer for five consecutive years, reflecting its excellence in employee satisfaction and corporate culture.
See More
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- Investor Conference Schedule: Insmed will present at the 46th Annual TD Cowen Healthcare Conference in Boston on March 2, 2026, at 9:50 a.m. ET, showcasing its latest advancements in the biopharmaceutical sector.
- Global Healthcare Conference Participation: Additionally, Insmed will speak at the Leerink Partners Global Healthcare Conference in Miami on March 10, 2026, further enhancing its visibility and influence among investors.
- Live Webcast and Archiving: Both events will be webcast live via the company's investor relations website, with recordings available for 30 days post-event, ensuring that investors who cannot attend live can still access important information, thereby increasing transparency.
- Company Background and Mission: Insmed is a people-first global biopharmaceutical company focused on developing first- and best-in-class therapies, particularly in pulmonary and inflammatory conditions, with a diverse portfolio of approved and investigational medicines, demonstrating strong R&D capabilities and market potential.
See More
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- Strategic Optimization: Adsett's proven track record at Insmed, particularly in launching ARIKAYCE® and BRINSUPRI®, indicates he will provide valuable commercial execution capabilities to enhance Definium's market impact in mental health treatments.
- Commitment to Scientific Rigor: Adsett expressed admiration for Definium's commitment to scientific rigor in mental health, indicating his dedication to translating clinical research into valuable therapies, thereby strengthening the company's leadership position in the industry.
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- Clinical Trial Design: The Phase 2b study recruited 102 adult participants across 44 centers to evaluate the efficacy and safety of TPIP, with patients self-administering doses up to 640 µg daily, aimed at improving pulmonary vascular resistance.
- Market Potential Analysis: With approximately 35,000 patients diagnosed with pulmonary arterial hypertension in the U.S. and 40,000 in the EU5, there is significant market demand for TPIP as a potential treatment option, reflecting Insmed's commitment to addressing unmet medical needs.
- Strategic Development Direction: The TPIP research not only lays the groundwork for multiple upcoming Phase 3 clinical trials but also underscores Insmed's ongoing investment and innovation in rare diseases, aiming to enhance patient quality of life.
See More
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- Research Presentation: Insmed will present four abstracts on TPIP at the 2026 PVRI congress, including the Phase 3 PALM-PAH study design, highlighting its potential in treating pulmonary arterial hypertension (PAH), which may enhance the company's market position in this field.
- Clinical Data Review: An encore presentation of the Phase 2b trial results for TPIP will provide an in-depth analysis of its efficacy and safety, potentially boosting investor confidence in Insmed's future developments.
- New Technology Application: New data from Functional Respiratory Imaging analysis will be showcased, further supporting TPIP's application in PAH patients, which could open new treatment avenues and market opportunities for the company.
- Future Development Plans: Insmed plans to initiate multiple Phase 3 programs aimed at improving patient outcomes, demonstrating the company's ongoing commitment and strategic positioning in innovative drug development.
See More
