Insmed Inc (STU:IM8N)
€ 85.69 +0.070 (+0.08%) Market Cap: 18.61 Bil Enterprise Value: 18.05 Bil PE Ratio: 0 PB Ratio: 30.25 GF Score: 71/100

Insmed Inc at Bank of America Global Healthcare Conference Transcript

May 12, 2026 / 08:40PM GMT
Release Date Price: €98.65 (+11.48%)
Jason Zemansky
Bofa Merrill Lynch Asset Holdings Inc - Analyst

(audio in progress) Zemansky. I'm one of the SMID cap analyst here at BofA, and thank you for joining us on -- this our first day, second half of our Healthcare Conference in Viva Las Vegas. Hope it's hot enough for everyone.

Very pleased to have join us right now, Will Lewis, Chair and CEO of Insmed. Will, thanks so much for joining us.

William Lewis
Insmed Inc - Chairman of the Board, Chief Executive Officer

It's a pleasure.

Questions & Answers

Jason Zemansky;William Lewis
Bofa Merrill Lynch Asset Holdings Inc - Analyst;Insmed Inc - Chairman of

Perfect. Let's dive right in. So last week, despite reporting remarkably strong BRINSUPRI numbers, sales of $208 million, up 44% sequentially, there were some concerns raised over the discontinuation rates. So thus far, can you comment on the discontinuation rates and how that tracks to your expectations? And I guess, relative to similar oral small modules.

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