Jin Shi

Jin Shi (on behalf of Ben Burnett) asked if the $1 billion BRINSUPRI guidance is solely based on patients with two or more pulmonary exacerbations, and if patients with only one exacerbation represent upside. She also inquired about ARIKAYCE ENCORE data, including blinded data, PRO, sputum conversion rates, and the internal bar for approval and commercial success.

Answer

Will Lewis, Chair and CEO, confirmed that the $1 billion BRINSUPRI guidance is based on patients with two or more exacerbations, with upside potential from additional patients as the disease progresses and awareness increases. He declined to comment on blinded ARIKAYCE data but expressed strong confidence in the ENCORE readout, citing prior successful studies and collaboration with the FDA on PRO development, expecting data to support full approval for all MAC NTM in the U.S. and Japan.