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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Joe Schwartz | Leerink Partners | 7 | 14% |
| Ritu Baral | TD Cowen | 7 | 0% |
| Jason Zemansky | Bank of America | 6 | 0% |
| Jennifer Kim | Cantor Fitzgerald | 5 | 0% |
| Andrea Newkirk | Goldman Sachs | 5 | 0% |
| Graig Suvannavejh | Mizuho Securities | 5 | 0% |
| Jessica Fye | JPMorgan | 5 | 0% |
| Maxwell Skor | Morgan Stanley | 5 | 0% |
| Leonid Timashev | RBC Capital Markets | 5 | 0% |
| Steve Willey | Stifel | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Cantor Fitzgerald | 2 | 9 | 0% |
| TD Cowen | 1 | 7 | 0% |
| Leerink Partners | 1 | 7 | 14% |
| Mizuho Securities |
| 2 |
| 6 |
| 0% |
| Bank of America | 1 | 6 | 0% |
| JPMorgan | 2 | 6 | 0% |
| Morgan Stanley | 2 | 6 | 0% |
| Goldman Sachs | 1 | 5 | 0% |
Insmed delivered Q1 with BRINSUPRI continuing exceptional sequential growth, accumulating $350 million in revenue across its first two full quarters and outpacing all past specialty respiratory launch analogs. Organic demand was growing as the ready-and-waiting patient population completed, and ARIKAYCE growth continued with the ENCORE Phase IIIb trial succeeding. TPIP Phase III advanced across four indications with payer access and patient compliance exceeding benchmarks, while FY2026 guidance of at least $1 billion in BRINSUPRI revenue was reiterated.
Product Launch | Demand | Innovation & R&D | Competitive Dynamics | Regulation Policy | Pricing | Revenue Growth | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 3 | 7 | 3 | 4 | 1 | ||
| 2025Q1 | 6 | 3 | 7 | 3 | 3 | 2 | ||
| 2025Q2 | 7 | 3 | 6 | 1 | 2 | 2 | 1 | 1 |
| 2025Q3 | 9 | 6 | 6 | 1 | 2 | 4 | 1 | 2 |
| 2025Q4 | 10 | 6 | 2 | 2 | 3 | |||
| 2026Q1 | 13 | 2 | 6 | 3 | 2 | 4 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Product Launch | 8 | 6 | 7 | 9 | 10 | |
| Demand | 3 | 3 | 3 | 6 | 6 | 13 |
| Innovation & R&D | 7 | 7 | 6 | 6 | 2 | 2 |
| Competitive Dynamics | 3 | 3 | 1 | 1 | 2 | 6 |
| Regulation Policy | 4 | 3 | 2 | 2 | 3 | |
| Pricing | 1 | 2 | 2 | 4 | 3 | 2 |
| Revenue Growth | 1 | 1 | 4 | |||
| Geographic Expansion | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
INSM Insmed Incorporated | 8 | +229.6% | |
| ALNY Alnylam Pharmaceuticals | 9 | +96.4% | |
| INCY Incyte | 9 | +20.9% | |
| MRNA Moderna | 8 | +263.6% | |
| REGN Regeneron Pharmaceuticals | 7 | +19.0% | |
| TECH Bio-Techne | 4 | -1.5% | |
| VRTX Vertex Pharmaceuticals | 6 | +7.8% |