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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 |
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 |
What INSM said about other companies on its FY2026 Q1 call, and what other companies said about INSM on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. 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.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $104M | +24.8% | $-1.32 | -3.1% | -220.6% | -225.5% | $-203M |
| FY2025 Q1 | $93M | +22.9% | $-1.42 | -34.0% | -267.3% | -276.4% | $-272M |
| FY2025 Q2 | $107M | +18.9% | $-1.70 | +12.4% | -291.3% | -299.5% | $-209M |
| FY2025 Q3 | $142M | +52.4% | $-1.75 | -37.8% | -257.1% | -260.0% | $-222M |
| FY2025 Q4 | $264M | +152.6% | $-1.54 | -16.7% | -121.2% | -124.5% | $-264M |
| FY2026 Q1Selected | $306M | +229.6% | $-0.76 | +46.5% | -50.1% | -53.5% | $-226M |
| FY2026 Q2 | $425M | +296.1% | $-0.06 | +96.5% | -0.4% | -3.1% | $-95M |
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).
No 8-K events recorded for this window.
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 FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +229.6% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| INSMInsmed Incorporated | 8 | +229.6% | 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 | |
| ALNYAlnylam Pharmaceuticals | 9 | +96.4% | Alnylam surpassed $1 billion in quarterly product revenue for the first time with Q1 sales growing 121% year-over-year, as TTR franchise revenue reached $910 million driven by strengthening first-line AMVUTTRA adoption in ATTR-CM | |
| INCYIncyte | 9 | +20.9% | Strong Q1 Net Sales Growth Across Entire Portfolio | |
| MRNAModerna | 8 | +263.6% | Revenue Up 263% Driven By U.K. Strategic Partnership | |
| REGNRegeneron Pharmaceuticals | 7 | +19.0% | Regeneron delivered Q1 total revenues up 19% year-over-year with non-GAAP diluted EPS of $9.47 growing 15%, as Dupixent global net sales increased 31% at constant currency to $4.9 billion | |
| TECHBio-Techne | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| VRTXVertex Pharmaceuticals | 6 | +7.8% | CF franchise delivers steady 6% global growth |
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
Alnylam surpassed $1 billion in quarterly product revenue for the first time with Q1 sales growing 121% year-over-year, as TTR franchise revenue reached $910 million driven by strengthening first-line AMVUTTRA adoption in ATTR-CM
Newest-quarter details for 1 peer (score, revenue, headline, themes and macro signals) are available with Pro.
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| INSM | 9 | 8 | 8 | 9 | 9 | 8 |
| ALNY | 8 | 8 | 9 | 9 | 9 | 9 |
| INCY | 10 | 10 | 10 | 10 | 9 | 9 |
| MRNA | 3 | 2 | 1 | 1 | 3 | 8 |
| REGN | 6 | 3 | 6 | 4 | 4 | 7 |
| TECH | 7 | 6 | 7 | 4 | 6 | Newest quarter — available with Pro |
| VRTX | 8 | 6 | 8 | 8 | 9 | 6 |
Regeneron delivered Q1 total revenues up 19% year-over-year with non-GAAP diluted EPS of $9.47 growing 15%, as Dupixent global net sales increased 31% at constant currency to $4.9 billion
Newest quarter — available with Pro