Trung Ho's questions to Insmed Inc (INSM) leadership • Q2 2025
Question
Speaking on behalf of Trung Ho, an analyst asked about the potential read-through from the Birch (CRS) trial to the CEDAR (HS) trial and sought clarification on the endpoint for the CEDAR futility analysis.
Answer
CEO William Lewis expressed higher confidence in the Birch trial due to the biological similarity between CRS and bronchiectasis, calling HS a 'trickier disease' with more uncertainty. CMO Martina Flammer clarified that the CEDAR futility analysis will focus specifically on the primary endpoint: the percentage change in abscess and nodule count at week 16.