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Insmed (INSM)
:INSM
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-1.35Last Year’s EPS
-1.06Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 20, 2025
|% Change Since: -2.72%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a positive outlook for Insmed, highlighting record revenue growth for ARIKAYCE, successful clinical trials, and a strong cash position, despite acknowledging some challenges related to cash burn and market access strategies.Company Guidance
During Insmed's fourth quarter and full year 2024 financial results call, the company provided guidance on several key metrics and future expectations. The anticipated U.S. launch of brensocatib for bronchiectasis is set for the third quarter of 2025, with U.S. list pricing expected in the upper half of the $40,000 to $96,000 annual range. Insmed expects ARIKAYCE to achieve net revenues between $405 million and $425 million in 2025, representing another year of strong double-digit growth. Additionally, the company highlighted the potential of its pipeline, with Phase 2 data for TPIP in PAH expected mid-year and Phase 2 data for brensocatib in CRS without nasal polyps anticipated by year-end. Insmed also mentioned its robust financial position, with over $1.4 billion in cash and marketable securities, supporting its strategic investments and ongoing clinical programs as it positions itself for sustained profitability.Record Revenue Growth for ARIKAYCE
ARIKAYCE achieved the highest quarterly sales in its history in Q4 2024, contributing to a 19% year-over-year growth in global net revenue for 2024, reaching $363.7 million.
Brensocatib's FDA Priority Review
The NDA filing for brensocatib in bronchiectasis was accepted by the FDA under priority review with a PDUFA date of August 12, 2025.
Strong Cash Position
Insmed ended the year with over $1.4 billion in cash, cash equivalents, and marketable securities, providing a strong financial position for future investments.
Phase 3 ASPEN Study Success
The ASPEN study for brensocatib in bronchiectasis showed impressive Phase 3 data, potentially marking the beginning of a significant value creation curve for DPP1 inhibition.
TPIP's Potential as Best-in-Class Treatment
First data from TPIP in PH-ILD revealed its potential as a best-in-class treatment for pulmonary hypertension, with plans to kick off a Phase 3 trial in PH-ILD in the second half of the year.
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INSM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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INSM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 20, 2025 | $83.83 | $83.61 | -0.26% |
| Oct 31, 2024 | $70.30 | $67.28 | -4.30% |
| Aug 08, 2024 | $70.99 | $71.81 | +1.16% |
| May 09, 2024 | $26.00 | $26.38 | +1.46% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Insmed (INSM) report earnings?
Insmed (INSM) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
What is Insmed (INSM) earnings time?
Insmed (INSM) earnings time is at May 01, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is INSM EPS forecast?
INSM EPS forecast for the fiscal quarter 2025 (Q1) is -1.35.
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