Sign in

    Lena Times • RBC Capital Markets

    Lena Times's questions to Insmed Inc (INSM) leadership

    Lena Times's questions to Insmed Inc (INSM) leadership • Q1 2025

    Question

    Lena Times of RBC asked about the Brensocatib trial in hidradenitis suppurativa (HS), inquiring about the success bar for the upcoming futility analysis and the drug's potential positioning relative to existing biologics.

    Answer

    CMO Martina Flammer explained the futility analysis for the first 100 patients will look for an efficacy signal, not a p-value, based on the total abscess and nodule (AN) count. She later clarified the Phase II trial is powered to show a 40% reduction in AN count versus placebo. CEO William Lewis added that the analysis will be done by an external committee, yielding a simple 'go/no-go' decision for the company.

    Ask Fintool Equity Research AI

    Lena Times's questions to Insmed Inc (INSM) leadership • Q1 2025

    Question

    An analyst from RBC asked about the specific bar for the futility analysis in the hidradenitis suppurativa (HS) trial and what efficacy the company hopes to show relative to existing biologics.

    Answer

    CMO Martina Flammer explained the futility analysis for the first 100 patients will look for efficacy signals, not a p-value, with the study powered to show a 40% reduction in AN count versus placebo. CEO William Lewis added that the analysis will be conducted by an external committee, and Insmed will only receive a 'go/no-go' recommendation, emphasizing the goal is to see if Brensocatib can be a complementary therapy.

    Ask Fintool Equity Research AI