Brandon Frith (Wolfe Research)

Focus Areas5 topics

Margin1Pricing1Capital Allocation1Capex Investment1Innovation & R&D1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

INSMInsmed Incorporated3 quarters

2026 Q2

So curious to know what was the reason for the lower GTN? Was it Medicare patients fewer than previously anticipated

2025 Q4

How are you thinking about this relative to achieving cash flow positivity?

Capital AllocationCapex InvestmentView in transcript →

2025 Q3

will you be sharing HiSCR data at the top line readout?