Tactile Systems (TCMD) Conference Summary Company Overview - Tactile Systems focuses on revealing and treating patients with underserved and chronic conditions at home, specifically in lymphedema and bronchiectasis [2][3] - The company has served over 79,000 patients in a market of over 20 million undiagnosed patients, with 2 million diagnosed in lymphedema alone [3][10] Market Dynamics - The end markets for Tactile Systems are growing, with a significant underserved population [4] - The reimbursement environment is stable and acts as a tailwind for the company, with broad payer adoption [5] - Tactile Systems holds a market leadership position in lymphedema and is a strong number two in bronchiectasis [6] Financial Performance - The company is profitable with gross margins above 70%, aiming for 74% this year [8] - Tactile Systems has a strong cash position, moving from a long accounts receivable balance to efficient collections [8] Product Innovation - Tactile Systems has a variety of products in development aimed at improving patient experience and therapy benefits [7] - The company launched the Nimble pump, a portable and Bluetooth-enabled device, which has seen strong adoption [34][35] - The Flexitouch Plus offers advanced coverage for patients with head and neck lymphedema, showing significant clinical benefits [38][46] Patient Engagement and Education - The Kylie app allows patients to track symptoms and therapy sessions, enhancing engagement and continuity of care [42][44] - The company emphasizes the need for education and training for both patients and providers to improve diagnosis and treatment access [12][54] Growth Strategy - Tactile Systems aims to improve access to care, maintain a healthy reimbursement environment, and streamline processes for patients [54][56] - The company is investing in technology and expanding its sales force to enhance market reach [53][57] Industry Insights - Lymphedema and bronchiectasis are chronic conditions requiring lifelong management, presenting a significant market opportunity [28][29] - There is a high prevalence of undiagnosed patients, with significant gaps in education and access to care [10][26] Conclusion - Tactile Systems is well-positioned in a growing market with strong product offerings and a commitment to patient education and engagement, aiming for continued growth and innovation in the healthcare space [56][58]

Core Insights - Insmed Incorporated presented 11 new abstracts at the ATS 2025 International Conference, highlighting the efficacy and safety of brensocatib in treating non-cystic fibrosis bronchiectasis [1][3] - The ASPEN trial demonstrated consistent efficacy across various patient subgroups, reinforcing brensocatib's potential as a foundational treatment for bronchiectasis [2][3] Group 1: Brensocatib and ASPEN Trial Findings - Brensocatib showed a reduction in pulmonary exacerbations and prolonged time to first exacerbation compared to placebo, with a similar safety profile [3][5] - In adolescents aged 12 and older, brensocatib reduced annualized exacerbation rates significantly, with 59% of patients remaining exacerbation-free compared to 35% on placebo [5] - The trial included 391 active sites across 35 countries, with a total of 1,680 adult patients and 41 adolescent patients participating [5][6] Group 2: Additional Research and Data - Insmed presented a post-hoc analysis on the healthcare burden of bronchiectasis and findings from an expanded Phase 2 analysis of TPIP for pulmonary hypertension associated with interstitial lung disease [4] - Real-world outcomes for ARIKAYCE treatment were also shared, demonstrating longitudinal health status improvements in patients with refractory Mycobacterium avium complex lung disease [4] Group 3: Company Overview and Commitment - Insmed is focused on delivering first- and best-in-class therapies for serious diseases, with a diverse portfolio of approved and investigational medicines [29][30] - The company emphasizes its commitment to advancing research that can transform care for patients with serious diseases [3][29]