On a given Friday afternoon late, Insmed is going to PR a future NTM data release for the following Monday. Of course the news will be good, but since we're not comparing with another effective antibiotic treatment, it will be an outstanding response by the market, and we could blow through 30 in the blink of an eye!
This is the scenario that will play out IMO within the next few weeks, and it reflects a similar news release from a year ago...
They already signaled positive results when they stated continual improvement in patients over a one year span for CF. Amikacin is already an accepted therapy for NTM. Arikace is a much more effective means by which to deliver Amikacin to the lungs. Now, because to the continues CF patient study, we know this effective drug is well tolerated over long durations and effectively delivers a known product more efficiently. This isn't that hard to get the picture.