Insmed Incorporated

INSMleader

Insmed is a rare-disease biopharmaceutical company commercializing ARIKAYCE for MAC lung disease, with brensocatib (bronchiectasis) representing a potential $2B+ revenue opportunity in 2025.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($350M)

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ARIKAYCE (US + ex-US) (100%)

Segment Breakdown & Key Customers

Product Details

ARIKAYCE (MAC lung disease)65%

Inhaled amikacin liposome inhalation suspension — first FDA-approved drug for refractory MAC lung disease, a rare NTM infection.

Brensocatib (bronchiectasis)35%

DPP1 inhibitor in Phase III ASPEN trial for non-CF bronchiectasis — potential blockbuster for 200k+ US patients.

Supply Chain Relationships

Partners

astrazeneca

Japan ARIKAYCE co-promotion

Impact: moderate

Macro & Market Context

헬스케어Sector News

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

Upcoming Catalysts

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

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AI Analysis

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Company Info

Headquarters

Bridgewater, New Jersey, USA

Founded

1999

Employees

1,500

Website

insmed.com

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