Insmed (INSM) Bank of America Global Healthcare Conference 2026 summary

Operational performance and market dynamics

• Achieved $208 million in sales for BRINSUPRI, up 44% sequentially, positioning it among the top 25 industry launches.

• Operational metrics are at or above pre-launch models, reflecting strong commercial execution.

• Discontinuation rates are better than statin benchmarks, and persistence is best in class, with no significant issues identified.

• Total addressable market for bronchiectasis is expanding due to increased diagnosis and patient longevity.

• Organic demand in Q1 added 6,300 patients, supporting a trajectory toward over $1 billion in annual sales.

Physician engagement and patient support

• 25% of pulmonologists have prescribed BRINSUPRI, including significant uptake among community physicians.

• 80% of patients opt into the inLighten Patient Support program, far exceeding industry benchmarks.

• Physician familiarity drives repeat prescriptions; 900 of 1,800 initial prescribers wrote additional scripts in Q1.

• Market access is strong, with 90% coverage through specialty pharmacies.

• Patient and physician feedback is positive, with high satisfaction and predictable safety profile.

Growth levers and future opportunities

• Focus on increasing breadth and depth of prescribing, especially in middle and top physician tiers.

• Expansion into COPD and asthma comorbid populations is a major future growth driver, with several million potential patients.

• Initial signs of broader adoption may emerge by year-end, with significant impact expected by 2027-2028.

• Guidance remains conservative, with potential for mid-cycle updates based on prescription tracking data.

• Ongoing education and speaker programs aim to further improve patient continuation rates.