Jul. 11 at 2:22 AM
$INSM “Barclays (Eliana) publishes preview ahead of 2Q26 earnings:
- Barclays thinks shares are significantly undervalued on Brinsupri and TPIP, but investors are looking for more clarity on Brinsupri trajectory
- Believes investor expectations are higher than sell side consensus for 2Q (
$274M), given strong Rx trends
- For INSM shares to work, Barclays thinks if revs come in-line, patient starts are consistent, and no negative surprises - shares could meaningfully recover over time”
