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A wave of specialty respiratory launches has been reshaping drug market economics in 2026, and Insmed Incorporated (Nasdaq: INSM) put its number on the table Thursday: $425.5 million in total second-quarter revenues, with BRINSUPRI (brensocatib) generating $309.2 million after a 49% sequential quarterly gain.
The Bridgewater, N.J., biopharmaceutical company raised its full-year BRINSUPRI guidance to $1.25 billion to $1.40 billion and lifted its long-run combined peak sales estimate for three lead programs to more than $14 billion.
BRINSUPRI's first commercial year sets the pace The brensocatib number deserves context.
BRINSUPRI had no revenue in the second quarter of 2025, so the year-over-year comparison is essentially infinite; the sequential figure matters more.
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