<ul>
<li>罗素再平衡：3 只股票准备上涨</li>
</ul>
<p>Insmed NASDAQ: INSM 的董事长兼首席执行官 Will Lewis 表示，尽管投资者对公司最新更新后停药率的担忧，仍对 BRINSUPRI 的推出轨迹充满信心。在美国银行的医疗会议上，Lewis 表示，公司打算提供他所描述的 “近年来最强劲的推出之一” 的 “锚点”。</p>
<p>美国银行分析师 Jason Zemansky 指出，Insmed 最近报告的 BRINSUPRI 销售额为 2.08 亿美元，环比增长 44%，而一些投资者则关注停药率。Lewis 表示，华尔街 “没有准备好听到这个指标”，并且公司本可以做更多工作来教育投资者如何解读它。</p>
<ul>
<li>股票轮换正在进行：以下是未来的赢家</li>
</ul>
<p>Lewis 表示，停药率只是众多指标中的一个，应该与公司的运营表现和支气管扩张症市场的增长一起看待。他表示，Insmed 在其内部模型中的每个指标 “都达到了或超过了” 预期，并且公司的原始预推出模型 “非常准确”。</p>
<h2>Lewis 表示持久性依然强劲</h2>
<p>Lewis 反驳了持久性代表推出问题的观点。他表示，Insmed 在持久性方面 “基本上是同类最佳”，并且公司在该指标上表现 “异常出色”。</p>
<p>他表示，该药物的特征在临床试验结果中保持可预测和一致，停药率与安慰剂相当。Lewis 表示，医生们，尤其是那些已经熟悉该药物的医生，表现出热情，这支持了扩大处方的努力，无论是在广度还是深度上。</p>
<p>Lewis 还强调了 Insmed 的 inLighten 患者支持计划，称超过 80% 的患者选择参与该计划，而他所描述的行业基准 “远低于 50%”。他说，这种参与程度为公司在治疗期间支持患者提供了途径。</p>
<h2>市场增长和处方者扩展被视为推出驱动因素</h2>
<p>Lewis 表示，由于人口趋势、诊断增加以及患者即使健康状况恶化仍能与疾病共存，支气管扩张症的总可寻址市场正在增长。他表示，Insmed 之前对支气管扩张症市场的估计是基于三年前的数据，随着公司了解更多信息，需要进行更新。</p>
<p>公司之前讨论过大约 50 万名患者的群体，其中约 25 万名患者有两次或更多的加重。Lewis 表示，诊断率可能会继续增加，并在推出期间为公司创造 “很多顺风”。</p>
<p>关于处方趋势，Lewis 表示，到第二季度末，25% 的肺病专家已经开具了处方，他称之为 “非常好”。他说，处方不仅发生在大型机构中，也发生在社区医生中，他认为这对推出的中期阶段非常重要。</p>
<p>Lewis 表示，报销并不是患者停止治疗的一个重要原因，称其为 “非常非常非常小的组成部分”。他说，通过专科药房的市场准入约为 90%。</p>
<p>公司专注于在处方者中增加广度和深度。Lewis 表示，在第四季度，1,800 名医生在 4,100 名处方者中开具了一份处方，到第一季度末，这 1,800 名医生中有 900 名至少开具了一份额外处方。他还表示，约 20% 的接触医生开具了五份或更多的处方，留下了一个可以增加使用的大群体。</p>
<h2>尽管趋势积极，Insmed 仍保持指导不变</h2>
<p>Lewis 表示，Insmed 尝试引导投资者到第一季度的有机需求为 6,300 名患者增加，他表示这个数字可以 “直线延续” 到全年，并仍能产生超过 10 亿美元的收入。他表示，公司并不表示会在这个速度上有所改善，指出许多推出在第二或第三季度会达到平台期。</p>
<p>尽管如此，Lewis 表示处方数据仍然令人鼓舞。他表示，Symphony Health 的总处方数据与 Insmed 的内部数字持续成比例跟踪，四月的每周 TRx 数据 “向上移动”。</p>
<p>当被问及为什么 Insmed 没有提高指导时，Lewis 表示，公司希望在日历年内看到超过一个季度的表现，然后再做出这样的改变。他表示，未来的更新可以在投资者会议上提供，以帮助减少对季度结果的猜测和波动。</p>
<h2>TPIP 被视为潜在的下一个增长驱动因素</h2>
<p>Lewis 还讨论了 TPIP，Insmed 的吸入性特瑞普利药物程序，他称其为 “可能是公司中被忽视的单一项目”。他说，Insmed 正在进行四项 TPIP 的三期试验，包括肺动脉高压和 PH-ILD 的研究，预计 IPF 和 PPF 试验将在今年晚些时候或明年初开始。</p>
<p>Lewis 表示，二期数据表明肺血管阻力降低了 34%，并将结果描述为 “在前列腺素类药物中同类最佳”。他说，三期试验的目标是最大耐受剂量为 1,280 微克，是二期中使用的 640 微克的两倍。</p>
<p>开放标签数据预计将在第三季度发布。Lewis 表示，投资者将关注患者是否保持益处，安慰剂患者转为活性药物后会发生什么，以及在更高剂量下患者的表现，包括那些达到 1,280 微克的患者。</p>
<p>Lewis 表示，他预计市场将保持组合治疗的设置，特别是现在 sotatercept 可用。他表示，Insmed 尚未进行组合工作，但预计医生可能希望结合使用疗法，因为该疾病的严重性和死亡风险。</p>
<h2>管道和现金流展望</h2>
<p>刘易斯表示，Insmed 的更广泛管线包括多个研究项目，包括基因治疗工作和 INS1033，这是一种与 brensocatib 不同的 DPP1 抑制剂，目标是类风湿关节炎和炎症性肠病。他表示，INS1033 预计将在今年进入临床阶段。</p>
<p>他还表示，Insmed 预计明年将实现现金流正向，而无需筹集额外资金。刘易斯表示，公司在向每股收益过渡时将保持研究支出的纪律，并补充说，Insmed 的标准是停止任何不是第一或最佳的药物。</p>
<h2>关于 Insmed NASDAQ: INSM</h2>
<p>Insmed Incorporated 是一家生物制药公司，专注于开发和商业化针对罕见和严重疾病患者的疗法，特别强调难以治疗的肺部感染。公司总部位于新泽西州布里奇沃特，集中其研发工作于靶向药物递送技术和新型制剂，旨在改善治疗选择有限的患者的临床结果。</p>
<p>公司的主要上市产品是 ARIKAYCE（阿米卡星脂质体吸入悬液），这是一种经美国批准的抗生素阿米卡星的吸入脂质体制剂。</p>
<p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com。</em></p>
<h2>你现在应该投资 1,000 美元在 Insmed 吗？</h2>
<p>在你考虑 Insmed 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其向客户推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前立即购买……而 Insmed 并不在名单上。</p>
<p>虽然 Insmed 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

INSM

<p>Insmed 首席执行官 Will Lewis 对 BRINSUPRI 的推出表示信心，尽管投资者对停药率表示担忧。销售额激增至 2.08 亿美元，增长了 44%。Lewis 强调，停药只是一个指标，并突出了医生参与度和市场增长潜力。他指出，25% 的肺科医生已经开处方该药物，并专注于扩大开处方的使用。Insmed 维持其对患者增加的指导，并对其 TPIP 计划作为未来增长驱动力持乐观态度</p>

<ul>
<li>Russell Rebalance: 3 Stocks Ready to Move Higher</li>
</ul>
<div class="lb-trans"><ul>
<li>罗素再平衡：3 只股票准备上涨</li>
</ul>
</div><p>Insmed NASDAQ: INSM Chair and CEO Will Lewis said the company remains confident in the launch trajectory of BRINSUPRI, despite investor concerns over discontinuation rates that followed the company’s latest update. Speaking at a Bank of America healthcare conference, Lewis said the company intended to provide “anchor points” around what he described as “one of the strongest launches in recent years.”</p>
<div class="lb-trans"><p>Insmed NASDAQ: INSM 的董事长兼首席执行官 Will Lewis 表示，尽管投资者对公司最新更新后停药率的担忧，仍对 BRINSUPRI 的推出轨迹充满信心。在美国银行的医疗会议上，Lewis 表示，公司打算提供他所描述的 “近年来最强劲的推出之一” 的 “锚点”。</p>
</div><p>Bank of America analyst Jason Zemansky noted that Insmed recently reported BRINSUPRI sales of $208 million, up 44% sequentially, while some investors focused on discontinuation rates. Lewis said Wall Street was “not prepared to hear that metric” and that the company could have done more to educate investors about how to interpret it.</p>
<div class="lb-trans"><p>美国银行分析师 Jason Zemansky 指出，Insmed 最近报告的 BRINSUPRI 销售额为 2.08 亿美元，环比增长 44%，而一些投资者则关注停药率。Lewis 表示，华尔街 “没有准备好听到这个指标”，并且公司本可以做更多工作来教育投资者如何解读它。</p>
</div><ul>
<li>Stock Rotation is Underway: Here are the Winners Moving Forward</li>
</ul>
<div class="lb-trans"><ul>
<li>股票轮换正在进行：以下是未来的赢家</li>
</ul>
</div><p>Lewis said discontinuation was only one metric among many and should be viewed alongside the company’s operational performance and the growth of the bronchiectasis market. He said Insmed is “at or above” every metric in its internal models and that the company’s original pre-launch model has been “remarkably accurate.”</p>
<div class="lb-trans"><p>Lewis 表示，停药率只是众多指标中的一个，应该与公司的运营表现和支气管扩张症市场的增长一起看待。他表示，Insmed 在其内部模型中的每个指标 “都达到了或超过了” 预期，并且公司的原始预推出模型 “非常准确”。</p>
</div><h2>Lewis Says Persistence Remains Strong</h2>
<div class="lb-trans"><h2>Lewis 表示持久性依然强劲</h2>
</div><p>Lewis pushed back on the idea that persistence represents a problem for the launch. He said Insmed is “essentially best in class” on persistence and that the company is performing “exceptionally well” on the metric.</p>
<div class="lb-trans"><p>Lewis 反驳了持久性代表推出问题的观点。他表示，Insmed 在持久性方面 “基本上是同类最佳”，并且公司在该指标上表现 “异常出色”。</p>
</div><p>He said the drug’s profile remains predictable and consistent with clinical trial results, where discontinuation was comparable to placebo. Lewis said physicians, particularly those already familiar with the medicine, have been enthusiastic, which he said supports efforts to expand prescribing both in breadth and depth.</p>
<div class="lb-trans"><p>他表示，该药物的特征在临床试验结果中保持可预测和一致，停药率与安慰剂相当。Lewis 表示，医生们，尤其是那些已经熟悉该药物的医生，表现出热情，这支持了扩大处方的努力，无论是在广度还是深度上。</p>
</div><p>Lewis also highlighted Insmed’s inLighten Patient Support program, saying more than 80% of patients opt into the program, compared with an industry benchmark he described as “comfortably below 50%.” He said that level of engagement gives the company a way to support patients during treatment.</p>
<div class="lb-trans"><p>Lewis 还强调了 Insmed 的 inLighten 患者支持计划，称超过 80% 的患者选择参与该计划，而他所描述的行业基准 “远低于 50%”。他说，这种参与程度为公司在治疗期间支持患者提供了途径。</p>
</div><h2>Market Growth and Prescriber Expansion Cited as Launch Drivers</h2>
<div class="lb-trans"><h2>市场增长和处方者扩展被视为推出驱动因素</h2>
</div><p>Lewis said the total addressable market for bronchiectasis is growing due to population trends, increased diagnosis and the fact that patients can live with the disease even as their health declines. He said Insmed’s prior estimate of the bronchiectasis market was based on data from three years ago and will need to be updated as the company learns more.</p>
<div class="lb-trans"><p>Lewis 表示，由于人口趋势、诊断增加以及患者即使健康状况恶化仍能与疾病共存，支气管扩张症的总可寻址市场正在增长。他表示，Insmed 之前对支气管扩张症市场的估计是基于三年前的数据，随着公司了解更多信息，需要进行更新。</p>
</div><p>The company has previously discussed a population of about 500,000 patients, including about 250,000 with two or more exacerbations. Lewis said the diagnosis rate could continue to increase and create “a lot of wind in our sails” during the launch.</p>
<div class="lb-trans"><p>公司之前讨论过大约 50 万名患者的群体，其中约 25 万名患者有两次或更多的加重。Lewis 表示，诊断率可能会继续增加，并在推出期间为公司创造 “很多顺风”。</p>
</div><p>On prescribing trends, Lewis said 25% of pulmonologists had written a prescription by the end of the second quarter, which he called “fantastic.” He said prescribing is occurring not only at large institutions but also among community physicians, which he described as important for the middle phase of the launch.</p>
<div class="lb-trans"><p>关于处方趋势，Lewis 表示，到第二季度末，25% 的肺病专家已经开具了处方，他称之为 “非常好”。他说，处方不仅发生在大型机构中，也发生在社区医生中，他认为这对推出的中期阶段非常重要。</p>
</div><p>Lewis said reimbursement is not a meaningful reason patients stop therapy, calling it a “very, very, very small component.” He said market access through specialty pharmacies is about 90%.</p>
<div class="lb-trans"><p>Lewis 表示，报销并不是患者停止治疗的一个重要原因，称其为 “非常非常非常小的组成部分”。他说，通过专科药房的市场准入约为 90%。</p>
</div><p>The company is focused on increasing both breadth and depth among prescribers. Lewis said that in the fourth quarter, 1,800 physicians wrote one prescription out of a total of 4,100 prescribers, and by the end of the first quarter, 900 of those 1,800 had written at least one additional prescription. He also said about 20% of reached physicians have written five or more prescriptions, leaving a large group with room to increase usage.</p>
<div class="lb-trans"><p>公司专注于在处方者中增加广度和深度。Lewis 表示，在第四季度，1,800 名医生在 4,100 名处方者中开具了一份处方，到第一季度末，这 1,800 名医生中有 900 名至少开具了一份额外处方。他还表示，约 20% 的接触医生开具了五份或更多的处方，留下了一个可以增加使用的大群体。</p>
</div><h2>Insmed Holds Guidance Steady Despite Positive Trends</h2>
<div class="lb-trans"><h2>尽管趋势积极，Insmed 仍保持指导不变</h2>
</div><p>Lewis said Insmed has tried to guide investors to first-quarter organic demand of 6,300 patient adds, a figure he said could be “straight lined” through the rest of the year and still produce more than $1 billion. He said the company is not representing that it will improve on that pace, noting that many launches plateau by the second or third quarter.</p>
<div class="lb-trans"><p>Lewis 表示，Insmed 尝试引导投资者到第一季度的有机需求为 6,300 名患者增加，他表示这个数字可以 “直线延续” 到全年，并仍能产生超过 10 亿美元的收入。他表示，公司并不表示会在这个速度上有所改善，指出许多推出在第二或第三季度会达到平台期。</p>
</div><p>Still, Lewis said prescription data remain encouraging. He said Symphony Health total prescription data have continued to track proportionally with Insmed’s internal numbers and that April weekly TRx data moved “up and to the right.”</p>
<div class="lb-trans"><p>尽管如此，Lewis 表示处方数据仍然令人鼓舞。他表示，Symphony Health 的总处方数据与 Insmed 的内部数字持续成比例跟踪，四月的每周 TRx 数据 “向上移动”。</p>
</div><p>Asked why Insmed has not raised guidance, Lewis said the company wants to see more than one quarter of performance in the calendar year before making that kind of change. He said future updates could be provided at investor conferences to help reduce speculation and volatility around quarterly results.</p>
<div class="lb-trans"><p>当被问及为什么 Insmed 没有提高指导时，Lewis 表示，公司希望在日历年内看到超过一个季度的表现，然后再做出这样的改变。他表示，未来的更新可以在投资者会议上提供，以帮助减少对季度结果的猜测和波动。</p>
</div><h2>TPIP Viewed as Potential Next Growth Driver</h2>
<div class="lb-trans"><h2>TPIP 被视为潜在的下一个增长驱动因素</h2>
</div><p>Lewis also discussed TPIP, Insmed’s inhaled treprostinil prodrug program, which he described as “probably the single most overlooked item at the company.” He said Insmed is running four Phase 3 trials for TPIP, including studies in pulmonary arterial hypertension and PH-ILD, with IPF and PPF trials expected to begin later this year or potentially early next year for IPF.</p>
<div class="lb-trans"><p>Lewis 还讨论了 TPIP，Insmed 的吸入性特瑞普利药物程序，他称其为 “可能是公司中被忽视的单一项目”。他说，Insmed 正在进行四项 TPIP 的三期试验，包括肺动脉高压和 PH-ILD 的研究，预计 IPF 和 PPF 试验将在今年晚些时候或明年初开始。</p>
</div><p>Lewis said Phase 2 data showed a 34% reduction in pulmonary vascular resistance and described the results as “best in class in prostanoids.” He said Phase 3 trials are targeting a maximum tolerated dose of 1,280 micrograms, double the 640 micrograms used in Phase 2.</p>
<div class="lb-trans"><p>Lewis 表示，二期数据表明肺血管阻力降低了 34%，并将结果描述为 “在前列腺素类药物中同类最佳”。他说，三期试验的目标是最大耐受剂量为 1,280 微克，是二期中使用的 640 微克的两倍。</p>
</div><p>Open-label data are expected in the third quarter. Lewis said investors will be watching whether patients maintain benefit, what happens when placebo patients move to active drug and how patients perform at higher doses, including those who reached 1,280 micrograms.</p>
<div class="lb-trans"><p>开放标签数据预计将在第三季度发布。Lewis 表示，投资者将关注患者是否保持益处，安慰剂患者转为活性药物后会发生什么，以及在更高剂量下患者的表现，包括那些达到 1,280 微克的患者。</p>
</div><p>Lewis said he expects the market to remain a combination-treatment setting, particularly with sotatercept now available. He said Insmed has not conducted combination work but expects physicians may want to use therapies together given the severity and mortality risk of the disease.</p>
<div class="lb-trans"><p>Lewis 表示，他预计市场将保持组合治疗的设置，特别是现在 sotatercept 可用。他表示，Insmed 尚未进行组合工作，但预计医生可能希望结合使用疗法，因为该疾病的严重性和死亡风险。</p>
</div><h2>Pipeline and Cash Flow Outlook</h2>
<div class="lb-trans"><h2>管道和现金流展望</h2>
</div><p>Lewis said Insmed’s broader pipeline includes several research programs, including gene therapy work and INS1033, a DPP1 inhibitor distinct from brensocatib that is targeting rheumatoid arthritis and inflammatory bowel disease. He said INS1033 is expected to enter the clinic this year.</p>
<div class="lb-trans"><p>刘易斯表示，Insmed 的更广泛管线包括多个研究项目，包括基因治疗工作和 INS1033，这是一种与 brensocatib 不同的 DPP1 抑制剂，目标是类风湿关节炎和炎症性肠病。他表示，INS1033 预计将在今年进入临床阶段。</p>
</div><p>He also said Insmed expects to become cash flow positive next year without raising additional capital. Lewis said the company will remain disciplined in research spending as it moves toward an earnings-per-share transition, adding that Insmed’s standard is to discontinue any medicine that is not first or best in class.</p>
<div class="lb-trans"><p>他还表示，Insmed 预计明年将实现现金流正向，而无需筹集额外资金。刘易斯表示，公司在向每股收益过渡时将保持研究支出的纪律，并补充说，Insmed 的标准是停止任何不是第一或最佳的药物。</p>
</div><h2>About Insmed NASDAQ: INSM</h2>
<div class="lb-trans"><h2>关于 Insmed NASDAQ: INSM</h2>
</div><p>Insmed Incorporated is a biopharmaceutical company focused on developing and commercializing therapies for patients with rare and serious diseases, with a particular emphasis on difficult-to-treat pulmonary infections. Headquartered in Bridgewater, New Jersey, the company concentrates its research and development efforts on targeted drug delivery technologies and novel formulations intended to improve clinical outcomes for patients who have limited treatment options.</p>
<div class="lb-trans"><p>Insmed Incorporated 是一家生物制药公司，专注于开发和商业化针对罕见和严重疾病患者的疗法，特别强调难以治疗的肺部感染。公司总部位于新泽西州布里奇沃特，集中其研发工作于靶向药物递送技术和新型制剂，旨在改善治疗选择有限的患者的临床结果。</p>
</div><p>The company's principal marketed product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled liposomal formulation of the antibiotic amikacin that is approved by the U.S.</p>
<div class="lb-trans"><p>公司的主要上市产品是 ARIKAYCE（阿米卡星脂质体吸入悬液），这是一种经美国批准的抗生素阿米卡星的吸入脂质体制剂。</p>
</div><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com。</em></p>
</div><h2>Should You Invest $1,000 in Insmed Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在 Insmed 吗？</h2>
</div><p>Before you consider Insmed, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑 Insmed 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Insmed wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其向客户推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前立即购买……而 Insmed 并不在名单上。</p>
</div><p>While Insmed currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Insmed 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

Insmed CEO Defends BRINSUPRI Launch as Sales Surge, TPIP Pipeline Gains Focus

Market Beat

Insmed

美国银行

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Insmed 首席执行官为 BRINSUPRI 的上市进行辩护，销售额激增，TPIP 研发管线受到关注