Insmed Incorporated (INSM) Shareholder/Analyst Call Transcript

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Insmed Incorporated (INSM) Shareholder/Analyst Call March 23, 2026 8:00 AM EDT

Company Participants

Bryan Dunn – Vice President of Investor Relations
William Lewis – President, CEO & Chairman
Martina Flammer – Chief Medical Officer
Sara Bonstein – Chief Financial Officer
Kevin Mange – Chief Development Officer

Conference Call Participants

Graig Suvannavejh – Mizuho Securities USA LLC, Research Division
Jason Zemansky – BofA Securities, Research Division
Ritu Baral – TD Cowen, Research Division
Joseph Schwartz – Leerink Partners LLC, Research Division
Vamil Divan – Guggenheim Securities, LLC, Research Division
Eliana Merle – Barclays Bank PLC, Research Division
Maxwell Skor – Morgan Stanley, Research Division
Matthew Phipps – William Blair & Company L.L.C., Research Division
Ashwani Verma – UBS Investment Bank, Research Division
Leonid Timashev – RBC Capital Markets, Research Division
Faisal Khurshid – Jefferies LLC, Research Division

Presentation

Operator

Thank you for standing by, and welcome to the Insmed’s Phase IIIb ENCORE study of ARIKAYCE in patients with newly diagnosed MAC lung infection not yet treated with antibiotics conference call. [Operator Instructions] I’d now like to turn the call over to Bryan Dunn, Head of Investor Relations. You may begin.

Bryan Dunn
Vice President of Investor Relations

Thank you, Rob. Good day, everyone, and welcome to today’s conference call to discuss the top line results of the Phase III ENCORE study of ARIKAYCE in patients with newly diagnosed or recurrent MAC lung disease who have not started antibiotics. I am joined today by Will Lewis, Chair and Chief Executive Officer; and Martina Flammer, Chief Medical Officer. The call will begin with opening remarks from Will before turning it over to Martina to walk us through the results.

After the prepared remarks, the presenters will be joined by Kevin Mange, Chief Development Officer; and Sara Bonstein, Chief Financial Officer, for the Q&A session.

Before we start, please note that today’s call may include forward-looking statements



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