Insmed Incorporated (INSM) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

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Insmed Incorporated (INSM) 44th Annual J.P. Morgan Healthcare Conference January 12, 2026 6:00 PM EST

Company Participants

William Lewis – President, CEO & Chairman

Conference Call Participants

Jessica Fye – JPMorgan Chase & Co, Research Division

Presentation

Jessica Fye
JPMorgan Chase & Co, Research Division

Great. Welcome, everyone. My name is Jess Fye. I’m a biotech analyst at JPMorgan, and we’re delighted to be continuing the 44th Annual Healthcare Conference today with Insmed. First, you’re going to hear a presentation from the management team, and then we’re going to go into some Q&A. [Operator Instructions] So with that, let me pass it over to the company CEO, Will Lewis.

William Lewis
President, CEO & Chairman

Thank you. Thanks, Jess, and thanks, everyone, for joining us today. I want to start out the presentation with the call out to our forward-looking statements. The forward-looking statements mentioned here in our public filings should be something that everyone reviews carefully. Before I begin the presentation, I’d like to take a moment to talk about what drives us at Insmed, and that is our impact on patients and to highlight that I’m going to read a quote from a physician that we recently got in regards to the BRINSUPRI product that is now on the market for non-cystic fibrosis bronchiectasis, goes like this, “I see a patient who is a mother of 2 teenagers with a history of bronchiectasis since her 20s. Her chronic cough has kept or from attending sporting events, plays, movies, et cetera. She doesn’t sleep most nights because of the cough. She has broken ribs due to it. She even has to work from home because her cough causes incontinence. After 4 weeks on BRINSUPRI, her CAT score went from a 32, which is a terrible score to a 6. She doesn’t cough anymore. Her FEV1 increased 15%, she broke down in tears in my office. No more antibiotics, no more IVs, no more chest physiotherapy.”

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