Insmed第三季度总收入5.244亿美元增268%：支气管扩张药BRINSUPRI收入4.001亿美元，两款产品全年指引双上调
总部位于新泽西州 Bridgewater 的生物制药公司 Insmed（Nasdaq: INSM）公布截至2026年9月30日的第三季度业绩：季度总收入5.244亿美元，上年同期为1.423亿美元，同比增长268%。
收入主力是支气管扩张症用药 BRINSUPRI（brensocatib）：第三季度全球收入4.001亿美元，较第二季度增长29%，主要由美国市场强劲增长带动；公司已在日本推出 BRINSUPRI 25毫克片剂，用于治疗非囊性纤维化支气管扩张症。另一款产品 ARIKAYCE（阿米卡星脂质体吸入混悬液）全球收入1.244亿美元，同比增长9%，主要由国际市场带动；美国食品药品监督管理局（FDA）已受理其治疗鸟型分枝杆菌复合群（MAC）肺病的补充新药申请并给予优先审评，目标行动日期为2027年1月28日。
盈利方面，第三季度净亏损1.003亿美元、每股亏损0.46美元，上年同期为净亏损3.700亿美元、每股1.75美元，亏损大幅收窄。产品收入成本7,820万美元，研发开支2.700亿美元，销售、一般与行政开支2.530亿美元。截至9月30日，公司持有现金、现金等价物与有价证券约11亿美元。
公司上调两款产品的2026年全年收入指引：BRINSUPRI 由12.5亿至14亿美元上调至13.5亿至14亿美元，ARIKAYCE 由4.50亿至4.70亿美元上调至4.60亿至4.70亿美元。董事长兼首席执行官 Will Lewis 表示，第三季度商业动能、监管进展与多元化管线推进并进，BRINSUPRI 在美国的上市表现继续超出预期。
Insmed Q3 Revenue Surges 268% to $524.4 Million as BRINSUPRI Brings In $400.1 Million; Guidance Raised for Both Products
Insmed Incorporated (Nasdaq: INSM), the Bridgewater, New Jersey-based biopharmaceutical company, reported third-quarter results for the period ended September 30, 2026. Total revenues were $524.4 million, up 268% from $142.3 million a year earlier.
BRINSUPRI (brensocatib) generated global revenue of $400.1 million, up 29% from the second quarter, driven by strong growth in the U.S. market; the company has also launched BRINSUPRI tablets 25 mg in Japan for non-cystic fibrosis bronchiectasis. ARIKAYCE (amikacin liposome inhalation suspension) revenue was $124.4 million, up 9% year over year, driven mainly by international markets. The FDA has accepted the supplemental New Drug Application for ARIKAYCE in Mycobacterium avium complex (MAC) lung disease, granted Priority Review, and set a target action date of January 28, 2027.
Insmed reported a third-quarter net loss of $100.3 million, or $0.46 per share, sharply narrower than a net loss of $370.0 million, or $1.75 per share, a year earlier. Cost of product revenues was $78.2 million, R&D expenses $270.0 million, and SG&A expenses $253.0 million. As of September 30, the company held cash, cash equivalents and marketable securities of approximately $1.1 billion.
The company raised full-year 2026 revenue guidance for BRINSUPRI to $1.35 billion to $1.4 billion, from $1.25 billion to $1.4 billion, and for ARIKAYCE to $460 million to $470 million, from $450 million to $470 million. Chair and CEO Will Lewis said the quarter was defined by commercial momentum, regulatory achievements and advancement across the diversified pipeline, with BRINSUPRI's U.S. launch continuing to exceed expectations.
来源：GSM·美国（原文链接）
图片来源：图：实验室研究实景（资料图）。Yakuzakorat摄，CC BY-SA 4.0，经Wikimedia Commons。 / Laboratory research (file photo). Photo by Yakuzakorat, CC BY-SA 4.0, via Wikimedia Commons.
