Every material Form 8-K INSMED Inc has filed with the SEC since October 05, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Insmed reported third-quarter 2026 total revenue of $524.4 million, up from $142.3 million a year earlier, and raised the low end of its full-year 2026 revenue guidance for BRINSUPRI and ARIKAYCE. The net loss narrowed to $100.3 million, or $0.46 per share, from $370.0 million, or $1.75 per share, in the third quarter of 2025, though operating expenses rose sharply.
Q3 2026 revenue: BRINSUPRI $400.1 million and ARIKAYCE $124.4 million, for total revenue of $524.4 million.
Net loss of $100.3 million, or $0.46 per share, versus a net loss of $370.0 million, or $1.75 per share, in Q3 2025.
2026 BRINSUPRI revenue guidance raised to $1.35 billion to $1.4 billion from $1.25 billion to $1.4 billion.
2026 ARIKAYCE revenue guidance raised to $460 million to $470 million from $450 million to $470 million.
Insmed appointed two independent directors, Paul Hudson, former CEO of Sanofi, and Utpal Koppikar, CFO of Verily Health, effective October 19, 2026. The filing describes standard director compensation, including an RSU grant with a grant date fair value of approximately $585,000 to each director, and places the new directors on the Compensation and Audit Committees.
Paul Hudson was CEO of Sanofi S.A. from September 2019 through February 2026 and CEO of Novartis Pharmaceuticals from 2016 to 2019; he joins the Compensation Committee.
Utpal Koppikar has been CFO of Verily Health Inc. since April 2023 and was EVP and CFO at Atara Biotherapeutics from 2018 to 2023; he joins the Audit Committee.
Each director receives an annual cash retainer of $65,000, prorated for 2026, plus an RSU grant of approximately $585,000 that vests in equal parts over three years.
The appointments were made by the Board on October 16, 2026, and announced in a press release dated October 20, 2026.
Insmed said CFO Sara Bonstein will step down effective October 30, 2026, and the company has begun a search for a successor. The company said the departure is not related to any disagreement with Ms. Bonstein on accounting, financial statements, internal controls or operations. Insmed also reaffirmed full-year 2026 revenue guidance of $1.25 billion to $1.40 billion for BRINSUPRI and $450 million to $470 million for ARIKAYCE.
Ms. Bonstein remains CFO until October 30, 2026, and will participate in the third-quarter earnings call on October 29, 2026.
Insmed will release third-quarter 2026 results on October 29, 2026, with a conference call beginning at 8:00 a.m. ET.
Full-year 2026 guidance reaffirmed: BRINSUPRI revenue of $1.25 billion to $1.40 billion; ARIKAYCE revenue of $450 million to $470 million.
Chair and CEO Will Lewis said the company is well positioned to reach cash flow positivity next year.
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