other material
confidence high
sentiment negative
materiality 0.80
Insmed brensocatib fails Phase 2b CRSsNP; acquires INS1148 antibody
INSMED Inc
- Phase 2b BiRCh study missed primary endpoint: placebo LS mean -2.44, brensocatib 10mg -2.21, 40mg -2.33.
- All secondary endpoints also not met; Insmed discontinues CRSsNP program immediately.
- Brensocatib well tolerated with no new safety signals; 40 mg dose had 69.9% TEAEs vs 65.3% placebo.
- Acquired INS1148 (anti-SCF248 mAb) from Opsidio; plans Phase 2 in interstitial lung disease and asthma.
- INS1148 targets only inflammatory c-Kit signaling, sparing homeostatic pathways, potentially first-in-class.