Clinical And Commercial ProspectsStrong ASPEN data allows INSM to unlock the lucrative non-cystic fibrosis bronchiectasis (NCFB) market with brensocatib, projected to be $5B+ at peak.
Financial StrategyInsmed terminated their $500M ATM that had a remaining balance of ~$129M in order to deliver maximum shareholder value.
Market PotentialBrensocatib is now considered the primary focus and value driver for the company, with increased peak market penetration and faster product uptake expected.