I think previous guidance included an anticipated EU CF submission this year and made no assumptions on the NTM pathway. I would suspect the new guidance might include projections for a joint CF-NTM submission to the EU. Clearly they know a little something about NTM based on their other comment in the filing; so, they may also address the pathway with the FDA. This might be one the rarer times when a company increases their burn with a larger entry to market.
If they are accelerating both hiring and marketing efforts, as well as bearing the cost of ramping up production, it is bringing costs forward - likely beginning in Q2. This would also be an indication that they see approvals sooner than later. Remember that they have said on more than a few occasions that they have regular calls with the FDA regarding NTM. We'll see soon enough.