Insmed Incorporated · NASDAQ:INSM
Insmed — Investor Presentation (January 2023)
20 slides from Insmed's investor presentation, Jan 6, 2023
Slide 1: Investor Presentation January 2023
Investor Presentation January 2023
Slide 2: Forward Looking Statements
Forward Looking Statement Forward Looking Statements This presentation contains forward-looking statements that involve substantial risks and uncertainties. “Forward-looking statements,” as that term is defined in the Private Securities Litigation Reform Act of 1995, are statements that are not hist
Slide 3: 5-Year Vision
Build a sustainable biotechnology company by leveraging revenue generation from a portfolio of life-altering therapies for small patient populations experiencing big health problems 5-YEAR VISION
Slide 4: The next months will be the most transformative in the company's history
The next 18 months will be the most transformative in the company’s history… CASH > $1 billion to support near-term inflection points COMMERCIAL ENGINE On track to achieve 30% revenue growth in 2022 $285M to $300M in revenue expected in 2023 MATURING PIPELINEClinical data from each of our programs t
Slide 5: Building sustainable growth by 2025
Building sustainable growth by 2025 Commercial 1 2 3 4 ARIKAYCE Brensocatib TPIP* Early-Stage Research Refractory MAC lung disease Frontline MAClung disease Next Gen Manufacturing Additional Technologies Phase 3 <20% OF EXPENDITURES Phase 2 Preclinical Bronchiectasis Pulmonary hypertension associate
Slide 6: ARIKAYCE is poised to address the front-line population
1 ARIKAYCE ARIKAYCE is poised to address the front-line population…. First in diseaseapproved product Strongly recommendedfor use in international guidelines Extremely successful commercial launch US/Japan/EU 1st of 2 Phase 3 trials for frontline fully enrolled with topline results Q3 2023 12K-17K (
Slide 7: Brensocatib – A pipeline in a product
Brensocatib – A pipeline in a product Phase 3 data expected 2Q 2024 Blockbuster potential 2 Brensocatib 1 ARIKAYCE 3 TPIP 4 Early-Stage Research First-in-mechanism Potentially first-in-disease in both bronchiectasis and CRSsNP Phase 2 WILLOW data published in NEJM Phase 3 ASPEN trial reads out in ju
Slide 8: Brensocatib has potential in a broad range of neutrophil-mediated diseases
Brensocatib (DPP1 Inhibitor) has potential in a broad range of neutrophil-mediated diseases Neutrophils play an essential role in pathogen destruction and inflammatory mediation. Neutrophils contain the NSPs that have been implicated in a variety of inflammatory diseases such as bronchiectasis, CRS,
Slide 9: CF Phase 2 Topline Data: Dose & Exposure Dependent Inhibition of Blood NSPs
CF Phase 2 Topline Data: Dose & Exposure Dependent Inhibition of Blood NSPs was Observed Cathepsin-G (CatG) Proteinase 3 (Pr3) Neutrophil Elastase (NE) 10 mg 25 mg DOSE 40 mg placebo -14.7% 33.2% 54.9% 74.0% 11.3% 69.5% 86.9% 95.6% 2.5% 15.8% 37.2% 55.0% NSP activity reduction relative to baseline o
Slide 10: Brensocatib inhibited NE activity in a dose dependent fashion in all populations tested
Brensocatib inhibited the NE activity in a dose dependent fashion in all populations tested Blood/Plasma NE Data Comparison Between Studies AstraZeneca Phase 1 Healthy Volunteers (D6190C00001***) Insmed NCFBE (WILLOW) Insmed CF**(INS1007-211) 10 mg 25 mg DOSE 40 mg placebo -14.7% 33.2% 54.9% 74.0% 1
Slide 11: CF Phase 2 Topline Data: Brensocatib was well-tolerated with no new safety signals
CF Phase 2 Topline Data: Brensocatib was well-toleratedwith no new safety signals detected FINDINGS Thirteen participants in brensocatib arms and two in placebo reported 43 TEAEs One reported SAE of pulmonary exacerbation in brensocatib 40 mg arm (not related). Four TEAEs were related to study drug
Slide 12: The potential addressable markets available to be treated via the MOA are enormous
The potential addressable markets available to be treated via the MOA are enormous CRSsNP ~400K4,5,6,7 Addressable Patients WW (Severe Population) No approved treatments ~70M patients with CRSsNP1, yet many do not respond to corticosteroids and/or Endoscopic Sinus Surgery (ESS) Cystic Fibrosis ~70K8
Slide 13: First two pillars will transform Insmed
First two pillars will transform Insmed, as we grow to address patient populations from tens of thousands to more than 1 million patients … with potentially more beyond Potential Addressable Patient Populations Refractory NTM NTM + All Bronchiectasis + Additional Indications Refractory + Frontline M
Slide 14: TPIP has the potential to be the best-in-class prostanoid therapy
"We strongly believe that TPIP has the potential to be the best-in-class prostanoid therapy…” – KOL at December 2022 Ad Board meeting Designed to harness full potential of prostanoid therapy Phase 1 demonstrated dosing >600 mcg Achieved 16 weeks of treatment in a PAH patient at 320 mcg in Phase 2a P
Slide 15: TPIP designed for continuous delivery of a prostanoid
We designed TPIP to chemically accomplish the continuous delivery of a prostanoid and its demonstrated benefits … aerosol delivery of the drug had a much greater vasodilatory effect than intravenous delivery. At the highest dose, aerosol delivery of the drug returned both pulmonary vascular resistan
Slide 16: Early-Stage Research: A technology platform that can deliver impactful therapies
<20% of expenditures Each modality offers a distinct advantage INITIAL INDICATIONS Musculoskeletal, CNS, Ocular, Rheumatologic 3 TPIP Early-Stage Research: A technology platform that can deliver impactful therapies in potentially less time, at less cost 4 Early-Stage Research 2 Brensocatib 1 ARIKAYC
Slide 17: Three distinct research engines expected to generate ≥6 INDs/Phase 1 studies by year-end 2025
Our three distinct research engines are expected to generate ≥6 INDs/Phase 1 studies by year-end 2025 Chemistry, Formulation & Delivery Gene Therapy, Novel Protein Manufacturing AI-Driven Protein Engineering Therapeutic Targets Location Team size Leadership Rheumatology Immunology Improved Viral Cap
Slide 18: Significant data readouts across the next months
Significant data readouts across the next 18 months 1H 2023 1 2 3 ARIKAYCE Brensocatib TPIP 2H 2023 1H 2024 Musculoskeletal preclinical data (2Q) CNS preclinical data (2Q) Cystic Fibrosis PK/PD Data (1Q) ARISE Topline Results (3Q) Interim dose titration safety & tolerability levels PH-ILD Topline Re
Slide 19: Our strategy reflects our commitment to patients
Our strategy reflects our commitment to patients — to deliver life-altering therapies and to work quickly and creatively to deliver meaningful results Life-transforming innovation happens at theconvergence of breakthrough science and collaborative culture #1 on Science’s 2022 Top Biopharma Employers
Slide 20: Driving our Transformation
Driving our Transformation INSMED’S MISSONTo deliver life-altering therapies to small patient populations experiencing big health problems MATURING PIPELINE multiple milestones 2023-2024 OUR STRATEGY leverage revenue generation to create a sustainable biotechnology company… CASH > $1 billon to suppo