Overview

* Insmed Q2 2025 revenue grows 19% yr/yr, beating analyst expectations

* Company reiterates 2025 ARIKAYCE revenue guidance of $405 mln to $425 mln

* Insmed ( INSM ) reports Q2 net loss of $321.7 mln, EPS at $1.70

Result Drivers

* ARIKAYCE SALES - 19% revenue growth driven by increased ARIKAYCE sales across all regions

* R&D EXPENSES - Increased due to higher manufacturing and compensation costs

* COMMERCIAL READINESS - SG&A expenses rose due to preparations for Brensocatib launch

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $107.40 $103.80

Revenue mln mln (14

Analysts

)

Q2 EPS -$1.7

Q2 Net -$321.70

Income mln

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 19 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the biotechnology & medical research peer group is "buy"

* Wall Street's median 12-month price target for Insmed Inc ( INSM ) is $112.00, about 0.7% above its August 6 closing price of $111.26

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)