Insmed(US:INSM)2025-08-07 12:00Financial Performance & Guidance - Worldwide ARIKAYCE revenue reached $107.4 million, an increase of 18.9%[43] - U.S. ARIKAYCE revenue was $68.7 million, up 7.7%[43] - Japan ARIKAYCE revenue was $30.7 million, a significant increase of 45.3%[43] - Europe & Rest of World ARIKAYCE revenue grew by 48.3% to $8.1 million[43] - The company is on track to achieve its 2025 ARIKAYCE revenue guidance of $405 to $425 million[44] - The company holds a strong capital position with approximately $1.9 billion in cash, cash equivalents, and marketable securities as of June 30, 2025[46] Clinical Development & Pipeline - All three late-stage assets (ARIKAYCE, brensocatib, and TPIP) have demonstrated clinical success[15] - Brensocatib is expected to launch in the U.S. in Q3 2025 for NCFB, pending regulatory approval[16] - Phase 2 BiRCh data for brensocatib in CRSsNP is expected by the end of 2025[16] - A futility analysis for the Phase 2 CEDAR trial of brensocatib in HS is anticipated in Q1 2026[16] - The Phase 2b study of TPIP in PAH exceeded expectations, showing a 35% reduction in PVR and a 35.5m improvement in 6MWD[39] - Phase 3 trial in PH-ILD is expected to initiate in 2H:25 and Phase 3 trial in PAH is expected to initiate in early 2026[16]