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Insmed (INSM) investor relations material
Insmed Evercore ISI 8th Annual HealthCONx Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Evercore ISI 8th Annual HealthCONx Conference summary2 Dec, 2025
Strategic overview and growth outlook
Anticipates a strong 2026 and beyond, driven by additional data readouts and product launches.
Arikayce has potential to expand its addressable patient population significantly in the first half of next year.
Brenzavvy launched as a second product, with initial revenue and European approval achieved.
Multiple late-stage clinical programs (Birch, Cedar, TPIP) are progressing, with key data readouts expected in early 2025.
Early-stage research advancing, including DMD, ALS, and next-gen DPP1 programs moving into the clinic next year.
Product launches and market expansion
Arikayce currently treats 25,000 patients, with potential to reach 250,000 pending Encore data.
Brenzavvy launch showed over 2,500 new patient starts and 1,700 prescribers in the first six weeks.
U.S. market expected to drive the majority of revenue, with EU and Japan launches planned for 2025.
EU approval for bronchiectasis with a favorable label supports access and payer discussions.
Expansion into additional indications and geographies is underway, with Japan launch expected in the second half of 2025.
Commercial execution and payer access
Early investments in field force and payer access aimed at a frictionless launch and rapid patient onboarding.
Physician attestation, rather than extensive medical record review, is the primary documentation for payer criteria.
Payers expected to align more closely with clinical trial inclusion criteria, especially two or more exacerbations.
Ongoing education and support programs for prescribers and patients to drive adoption and compliance.
Analog launches suggest strong revenue ramp possible, with first two quarters as key indicators.
BRINSUPRI: Key indicators for 2026 launch success
Pipeline assets: Which drive the most value?
BRINSUPRI payer access: Physician attestation impact?
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Q4 202527 Feb, 2026
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Insmed Incorporated is a biopharmaceutical company focused on developing and commercializing therapies for rare and serious diseases. The company’s research areas include pulmonary conditions, inflammatory diseases, and genetic disorders. It serves patients through approved therapies and a clinical development pipeline. The company is headquartered in Bridgewater, New Jersey, and its shares are listed on the NASDAQ.
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