Invite: Expert Access: Barclays Hosted: Pulmonologist Call on INSM's Brinsupri and Arikayce

Research evidence excerpt

Invite: Expert Access: Barclays Hosted: Pulmonologist Call on INSM's Brinsupri and Arikayce

•• Clinical experience and early use of INSM's Brinsupri. Real-world efficacy observed to

date, reimbursement experience, dropout rates seen so far and expected prescribing

patterns for patients with two or more exacerbations a year as well as less severe

patients.

•• Diagnosis and screening trends for NCFB and the size of the

market: Pulmonologist's view on increasing screening for NCFB along with lung cancer

screening and how this could ultimately grow the size of the population.

•• Use of INSM's Arikayce and prescribing outlook: number of 2L patients on Arikayce,

views on the Phase 3 ENCORE data in 1L MAC-LD patients and expected prescribing

pattern for Arikayce in 1L patients when approved.

Relevant Research

INSM 05/08/26 - 1Q Model Update: Could we see a beat in 2Q? Lowering our ests slightly,

but think market reaction likely overdone

INSM 05/07/26 - Why is the stock down 20%?

INSM 05/07/26 - 1Q beat, but below high investor expectations

INSM 04/07/26 - HS miss expected, focus remains on Brinsupri NCFB launch where we have

conviction

INSM 03/31/26 - 1Q Preview: We forecast a beat in 1Q; think strong fundamentals are

underappreciated

INSM 03/23/26 - Arikayce win in Ph3b for 1L MAC LD a positive

INSM 02/19/26 - 4Q Take: Revs already preannounced, Blockbuster Brinsupri in '26

Meet the Speakers

Dr. Mirza Haider Ali, MD - Medical Director of Pulmonary Rehabilitation at Northside

Hospital Atlanta

Dr. M. Haider Ali is a Physician for Pulmonary and Critical Care of Atlanta at Northside

Hospital. Previously, he was a Postdoctoral Fellow at Emory University. Dr. Ali specializes in

the management of severe airway lung disease, including bronchiectasis, adult cystic