Oct. 20 at 6:59 PM
UBS reiterated
$INSM at a Buy rating and a
$194 price target.
$LQDA $UTHR
UBS said:
We see more upside to the Brinsupri story in NCFB, following our KOL checks and survey results (n=29) with pulmonologists that manage ~2.8K NCFB patients with confirmed diagnosis by CT scan.
We are doing a KOL call on Brinsupri launch on 10/21, 2pm ET.
While our survey accounts for less than 1% of NCFB patients with >2 exacerbations, surveyed physicians noted 278 prescriptions written through September 2025. With the caveat that our physician checks indicate it can take 2-4 weeks for patients to initiate therapy following the initial prescription, we think these results are supportive of rapid uptake.
Within 5 years post launch, surveyed physicians expect to treat >1,400 NCFB patients. Our estimates for Brinsupri peak market share in the US of 35% and
$6.5BN worldwide peak sales for Brinsupri in NCFB remain unchanged.
