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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Joe Schwartz | Leerink Partners | 8 questions · 25% challenging |
| Ritu Baral | TD Cowen | 8 questions · 0% challenging |
| Jason Zemansky | Bank of America | 7 questions · 0% challenging |
| Jessica Fye | JPMorgan | 6 questions · 0% challenging |
| Maxwell Skor | Morgan Stanley | 6 questions · 0% challenging |
| Leonid Timashev | RBC Capital Markets | 6 questions · 0% challenging |
| Stephen Willey | Stifel | 5 questions · 0% challenging |
| Graig Suvannavejh | Mizuho Securities | 5 questions · 0% challenging |
| Andrea Newkirk | Goldman Sachs | 5 questions · 0% challenging |
| Olivia Brayer | Cantor Fitzgerald | 5 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Cantor Fitzgerald | 2 analysts | 10 questions · 0% challenging |
| TD Cowen | 1 analyst | 8 questions · 0% challenging |
| Leerink Partners | 1 analyst | 8 questions · 25% challenging |
| RBC Capital Markets | 2 analysts | 8 questions · 0% challenging |
| Bank of America | 1 analyst | 7 questions · 0% challenging |
| JPMorgan | 2 analysts | 7 questions · 0% challenging |
| Morgan Stanley | 2 analysts | 7 questions · 0% challenging |
| Evercore ISI | 2 analysts | 6 questions · 33% challenging |
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Calendar quarter Q1 2026Earnings call May 7, 2026
FY2026 Q1 in brief
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.
Newest quarter is part of Pro ·
Sources. Tellvest earnings-call sentiment score for Insmed Incorporated (INSM), FY2026 Q1: 8/10. Scores: Insmed Incorporated’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: INSM daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $104M | +24.8% | $-1.32 | -3.1% | 75.0% | -220.6% | -225.5% | $-203M |
| FY2025 Q1 | $93M | +22.9% | $-1.42 | -34.0% | 77.1% | -267.3% | -276.4% | $-272M |
| FY2025 Q2 | $107M | +18.9% | $-1.70 | +12.4% | 73.9% | -291.3% | -299.5% | $-209M |
| FY2025 Q3 | $142M | +52.4% | $-1.75 | -37.8% | 79.4% | -257.1% | -260.0% | $-222M |
| FY2025 Q4 | $264M | +152.6% | $-1.54 | -16.7% | 83.2% | -94.6% | -124.5% | $-294M |
| FY2026 Q1Selected | $306M | +229.6% | $-0.76 | +46.5% | 83.8% | -65.5% | -53.5% | $-226M |
| FY2026 Q2 | $425M | +296.1% | $-0.06 | +96.5% | 84.2% | -0.4% | -3.1% | $-321M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +229.6% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What INSM and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I only asked given some disclosures yesterday around trying to expedite a once-daily DPI program from United.”
An analyst cites United Therapeutics' effort to expedite a once-daily DPI treprostinil program, a competitive signal for Insmed's TPIP in PAH/PH-ILD.
“The Phase II data we saw from the BI program was not particularly compelling in our mind, and we'll have to see what Phase III looks like.”
Insmed characterizes Boehringer Ingelheim's competing bronchiectasis program (BI) as having unimpressive Phase II data and notes BI's 30% Asian-patient enrollment may inflate headline results.
| 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 | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| VRTX Vertex Pharmaceuticals | 6 | +7.8% |
Newest-quarter details for 1 peer (score, revenue, headline, themes and macro signals) are available with Pro.