Insmed Inc at TD Cowen Healthcare Conference Transcript
Here we go. All right. Welcome, everyone, to the Insmed fireside chat at the TD Cowen Healthcare Conference. I am covering analyst Ritu Baral. And with me from Insmed is CEO, Will Lewis. Thank you, Will, for being here.
Questions & Answers
A big couple of years for you guys ever since the BRINSUPRI Phase 3 data 18 months ago, two years ago. We'll start there. That is the major topic of conversation. It was the major topic conversation yesterday when I hosted you guys for dinner and a number of you guys.
You posted very impressive Q4 numbers of 144. I think even buy-side consensus was less than half that. Sell-side consensus was much lower than that even. What are -- right now, the key drivers behind -- well, what were the key drivers in Q4 and how is that evolving into Q1? Given the caution that you communicated in January at another investor conference, how is that evolving?
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