





















![]()
Q1: 2026-05-07 Earnings Summary
EPS of -$0.76 beats by $0.24
|
Revenue of
$305.96M
(229.62% Y/Y)
beats by $5.17M
Insmed Incorporated (INSM) Bank of America Global Healthcare Conference 2026 May 12, 2026 4:40 PM EDT
Company Participants
William Lewis - President, CEO & Chairman
Conference Call Participants
Jason Zemansky - BofA Securities, Research Division
Presentation
Jason Zemansky
BofA Securities, Research Division
I'm Jason Zemansky. I'm one of the SMID-cap analysts here at BofA, and thank you for joining us on this -- our first day, second half of our Healthcare Conference in [ Veeva ], Las Vegas. I hope it's hot enough for everyone. Very pleased to have join us right now, Will Lewis, Chair and CEO of Insmed. Will, thanks so much for joining us.
William Lewis
President, CEO & Chairman
It's a pleasure.
Question-and-Answer Session
Jason Zemansky
BofA Securities, Research Division
Perfect. Let's dive right in. So last week, despite reporting remarkably strong BRINSUPRI numbers, sales of $208 million, up 44% sequentially, there were some concerns raised over the discontinuation rates. So thus far, can you comment on the discontinuation rates and how that tracks to your expectations? And I guess, relative to similar oral small molecules?
William Lewis
President, CEO & Chairman
Yes. So maybe I can just take a moment to set the stage. When we put out the additional information, our intention, which obviously did not go as planned, was to provide the anchor points for what is currently one of the strongest launches in recent years. We are on track to be a top 25 launch of all time in our industry, and we are very proud of that. The team continues to deliver, and we're super excited about it. So we're trying to provide the anchor points that give us the ability to speak with confidence about the future based on the success we've had in Q4 and Q1.
There are two
此内容由惯性聚合(RSS阅读器)自动聚合整理,仅供阅读参考。 原文来自 — 版权归原作者所有。