Clinical Upside PotentialPositive late-stage readouts such as a favorable ENCORE result for Arikayce or other upcoming clinical milestones could expand labeled indications and materially enlarge the addressable market.
Commercial Launch StrengthBrinsupri's launch delivered sales well above expectations with strong new patient starts and limited inventory distortion, indicating authentic market demand that can support sustained revenue growth.
Pipeline DiversificationAcquisition of INS1148 and a diversified pipeline across respiratory, infectious disease, and neurology broaden potential indications and reduce dependence on a single product, creating multiple pathways for future value creation.