Insmed Inc (NAS:INSM)
$ 103.38 -1.09 (-1.04%) Market Cap: 22.41 Bil Enterprise Value: 21.76 Bil PE Ratio: 0 PB Ratio: 31.76 GF Score: 68/100

Insmed Inc at Leerink Global Healthcare Conference Transcript

Mar 10, 2026 / 12:00PM GMT
Release Date Price: $143.85 (+0.47%)
Joseph Schwartz
Leerink Partners LLC - Analyst

Good morning. Welcome to this fireside chat with Insmed. I'm Joe Schwartz from the biopharma equity research team at Leerink Partners, and it's my great pleasure to be joined by Sara Bonstein, CFO.

Maybe, Sara, you could start us off with a quick lay of the land and give us a brief overview of the company's recent accomplishments and priorities for '26.

Sara Bonstein
Insmed Inc - Chief Financial Officer

Sure. Happy to. Thank you, Joe and the Leerink team for having us here. Always a privilege and an honor to be here with you today.

Insmed is, I believe, a remarkable story. So we are a company that is focused on serious life-threatening conditions and how can we create first or best-in-class options for patients. We have commercial products now. We have ARIKAYCE, which has been commercialized for about eight years for non-tuberculosis microbacteria in the refractory setting, and we will have a readout in the March-April time frame for a potential label expansion in that indication.

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