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Insmed Incorporated (INSM) Presents at RBC Capital Market...
2026-05-21 · via All Articles on Seeking Alpha

Insmed Incorporated (INSM) RBC Capital Markets Global Healthcare Conference 2026 May 20, 2026 10:30 AM EDT

Company Participants

Sara Bonstein - Chief Financial Officer

Conference Call Participants

Leonid Timashev - RBC Capital Markets, Research Division

Presentation

Leonid Timashev
RBC Capital Markets, Research Division

Thanks, everyone, for being here. We're really happy to have Insmed for our next fireside chat, represented by their CFO, Sara. Thanks for being here.

Sara Bonstein
Chief Financial Officer

Thanks so much for having us. Really appreciate it.

Question-and-Answer Session

Leonid Timashev
RBC Capital Markets, Research Division

So I think we'll jump right into the commercial questions. I'll start maybe just high level. You guys had what I think objectively, at least in my opinion, was a pretty strong quarter. I guess coming out of that, big picture, how do you feel about the guidance you've given, the trajectory for the rest of the year and maybe the key drivers there, and then we can sort of dive into each one.

Sara Bonstein
Chief Financial Officer

Yes, sure, sure. So maybe just to start off, we had a tremendous quarter, 44% growth. If you look at really any and all of the analogs out there, we've exceeded that from Q4 to Q1. And I really kind of hang my hat on how did we do that and it's really all around operational excellence.

And that started years and years and years ago from the way we designed the trial to the execution of the trial, to the interactions with the FDA, to the disease state awareness that we did compliantly with both our medical and commercial teams on educating both physicians and potentially patients on what bronchiectasis is, what to look for, to speak up, be heard when you have an exacerbation. That then translates to the great work from our commercial