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Analyst
Maxwell Skor
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 6with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 6 of 6 questions from 1 company
INSMInsmed Incorporated6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
Can you just give us a sense of what's the BRINSUPRI level that underpins that?
Show response
Skor asked what BRINSUPRI level underpins 2027 cash flow positivity; Bonstein reiterated the 2027 target but declined to specify the implied revenue guide.
Calendar 2026 Q1
have you seen any change in the severity mix or overall profile of the bronchiectasis patients on treatment through the early stages of the launch?
Show response
No significant change in patient mix, still focused on 2+ exacerbations. On BD, management seeks asymmetric return opportunities with multi-indication potential, noting INS1148 as an example. Actively looking but will only pursue if criteria met.
Calendar 2025 Q4
how do you expect pulmonologists to navigate payer requirements around ruling out COPD or asthma as the primary driver of symptoms
Show response
CEO explained comorbid patients only need CT scan for definitive bronchiectasis diagnosis, which puts them on-label for BRINSUPRI. Phase 2/3 trials had 15%-20% comorbid patients who all responded. 25 mg dose showed preservation of lung function relevant for COPD patients. Internally viewed as another launch opportunity.
Calendar 2025 Q3
how would you characterize BRINSUPRI's performance to date relative to the launch analogs you provided?
Show response
CEO reiterated analog benchmark of high double-digit millions in first 2 full quarters combined. Cautioned against over-interpreting Q3 which included inventory build, first trials, and day-1 patient fills. Q4 will provide enough data to begin discerning trends.
Calendar 2025 Q2
I was just hoping you could share any early operational and clinical insights into that experience?
Show response
CEO emphasized cautious approach with belt-and-suspenders safety. Intrathecal delivery avoids first-pass liver effect, allows lower viral dose. Non-weight-based dosing is a differentiator.
Calendar 2025 Q1
Could you remind me the rationale for measuring PVR versus baseline and how we should think about the potential placebo rate?
Show response
CMO confirmed Phase 3 primary endpoint will be 6MWT. Phase 2 titrates to 640 mcg over three weeks; Phase 3 will allow up to 1,280 mcg.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| INSM Insmed Incorporated | 6 | 0%none of 6 questions |
- INSMInsmed Incorporated · 6 questions0%none of 6 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Product Launch2
- Innovation & R&D2
- Guidance Reliability1
- Capital Allocation1
- M&A1
- Revenue Growth1