Competitive PressureThe sensitivity of the model to long-term brensocatib sales is emphasized, especially considering potential competitive pressures from other agents.
Investment RisksRisks to investing in Insmed include commercial and clinical challenges, with focus on the commercial uptake of Brinsupri and potential setbacks with Arikayce, Brinsupri, or TPIP.
Market ChallengesCompetitive pressures in the 2030s remain a key sensitivity, potentially impacting market-share assumptions.