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    Leon Wang • Barclays

    Leon Wang's questions to Insmed Inc (INSM) leadership

    Leon Wang's questions to Insmed Inc (INSM) leadership • Q3 2024

    Question

    Leon Wang asked about the primary endpoint for the CEDAR study in hidradenitis suppurativa (HS) and for factors that could influence ARIKAYCE's full-year 2024 revenue performance within its guidance range.

    Answer

    CEO Will Lewis emphasized that CEDAR is an exploratory proof-of-concept study, not powered for statistical significance. CMO Martina Flammer specified the primary endpoint is percent change in abscess and nodule count, with HiSCR 50 and 75 as key secondary endpoints. CFO Sara Bonstein reiterated the $340M-$360M ARIKAYCE guidance, highlighting the recent deployment of the expanded sales force as a positive factor for the remainder of the year.

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    Leon Wang's questions to Insmed Inc (INSM) leadership • Q3 2024

    Question

    Leon Wang of Barclays asked about the design of the CEDAR study in hidradenitis suppurativa (HS), particularly the primary endpoint. He also inquired about the factors that could influence ARIKAYCE's full-year 2024 revenue performance relative to its guidance range.

    Answer

    CEO Will Lewis emphasized that the CEDAR study is an exploratory, proof-of-concept trial not powered for statistical significance. CMO Martina Flammer specified the primary endpoint is the percent change in abscess and nodule count, with HiSCR 50 and 75 as key secondary endpoints to inform a potential Phase III. CFO Sara Bonstein reiterated the $340M-$360M ARIKAYCE guidance, expressing confidence and noting the newly deployed sales force as a positive factor for Q4.

    Ask Fintool Equity Research AI