Financial PerformanceStrong 4Q24 ex-US sales lead to a higher revenue estimate for Arikayce in 2025, reflecting improved company performance.
Market PotentialTPIP, a prodrug of treprostinil, offers compelling advantages over its parent molecule, a mainstay for pulmonary hypertension, with potential to capture over 60% of the market.
Product DifferentiationSignals and initial data support the potential for once daily dosing of TPIP, a critical differentiator and key to its commercial opportunity.
Regulatory ConfidenceThere is a 90% confidence in FDA approval for brensocatib, which could lead to a new trajectory for INSM.