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Insmed (INSM)
NASDAQ:INSM
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-1.3Last Year’s EPS
-1.94Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 0.34%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance, significant progress in clinical programs, and promising regulatory advancements. However, challenges remain in navigating regulatory processes and potential tariff impacts. Overall, the positive aspects, particularly the revenue growth and clinical milestones, outweigh the lowlights.Company Guidance
During the Insmed First Quarter 2025 Financial Results Call, CEO Will Lewis provided optimistic guidance, highlighting significant achievements and expectations for the year. ARIKAYCE reported double-digit year-over-year revenue growth in Q1 2025, and the company anticipates the FDA's decision on brensocatib for bronchiectasis by the PDUFA date of August 12. Insmed is advancing three mid to late-stage programs: brensocatib, TPIP, and ARIKAYCE, with recent publication of brensocatib's Phase 3 ASPEN trial results in the New England Journal of Medicine. The company reports over a million unique visits to their disease awareness website and over 53,000 engaged patients. Insmed's TPIP program for PAH targets a placebo-adjusted reduction in pulmonary vascular resistance of 20% as a successful outcome. With a strong cash position of approximately $1.2 billion, Insmed remains well-capitalized, aiming for a "frictionless launch" of brensocatib and prepared to address potential geopolitical uncertainties.Strong Start to 2025
Insmed started 2025 with strong execution in research, development, and regulatory teams, achieving significant progress in all its clinical programs.
ARIKAYCE Revenue Growth
ARIKAYCE delivered another quarter of double-digit year-over-year revenue growth, marking the sixth consecutive quarter of such achievement. Japan and Europe saw growth rates around 50%, with the U.S. recording a 14% increase.
Progress with Brensocatib
The Phase 3 ASPEN trial results for brensocatib in bronchiectasis were published in the New England Journal of Medicine, and regulatory processes in the U.S., Europe, and the U.K. are on track.
TPIP Program Advancements
The Phase 2 trial of TPIP in pulmonary arterial hypertension is nearing a topline readout, with expectations for significant reductions in pulmonary vascular resistance.
Financial Stability
Insmed reported a strong cash position with approximately $1.2 billion in cash, cash equivalents, and marketable securities, supporting its upcoming clinical and commercial activities.
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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 |
|---|---|---|---|
May 08, 2025 | $68.28 | $65.63 | -3.88% |
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% |
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 Jul 31, 2025, TBA Not Confirmed.
What is Insmed (INSM) earnings time?
Insmed (INSM) earnings time is at Jul 31, 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 (Q2) is -1.3.
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