Positiv
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Seeking Alpha
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vor 5 Monaten
Insmed remains a compelling buy after an ~30% pullback, as Brinsupri's blockbuster launch trajectory outpaces initial expectations. Brinsupri delivered $144.6M in Q4 sales and 11,550 patient starts in 2025, with only 4.6% TAM penetration, supporting robust future growth. Arikayce's ENCORE trial in March/April 2026 could expand its market from 30,000 to 200,000 patients, offering a major sales c...