Andy Chin's questions to Insmed Inc (INSM) leadership • Q1 2025
Question
An analyst on behalf of Andy Chin asked if the recent patient death in Sarepta's DMD gene therapy trial has influenced Insmed's development strategy for its own gene therapy programs.
Answer
CEO William Lewis explained that Insmed's strategy, which uses an intrathecal delivery approach, inherently has safety benefits by reducing the required dose and bypassing the first-pass liver effect. He noted this approach has shown good transduction in preclinical models. He emphasized that the company has taken extra time on its gene therapy programs due to industry-wide safety concerns and has not seen any similar issues in its own work.