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Sam Long

Research Analyst at Mizuho

Sam Long's questions to INSMED (INSM) leadership

Question · Q3 2025

Sam Long asked if any payers have started to restrict Brensupri's use to patients with less than two or more pulmonary exacerbations, focusing on the mild-to-moderate population.

Answer

Will Lewis, Chairman and CEO, reiterated that the initial focus is on patients with two or more exacerbations, as this is where the medicine is expected to show the most obvious success. Roger Adsett, Chief Operating Officer, added that payers are likely to formalize criteria mimicking the ASPEN trial (two or more exacerbations), and physician enthusiasm is currently for frequent exacerbators.

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Question · Q3 2025

Sam Long followed up on BRINSUPRI's use in mild-to-moderate patients, asking if payers have started restricting use to patients with less than two or more pulmonary exacerbations.

Answer

Will Lewis, Chairman and CEO of Insmed, reiterated that the initial focus is on patients with two or more exacerbations due to the clear potential for success and favorable secondary endpoints. Roger Adsett, Chief Operating Officer, added that payers are likely to mimic the ASPEN trial criteria (two or more exacerbations), and physician enthusiasm is primarily for frequent exacerbators.

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