Andrew Fein has given his Buy rating due to a combination of factors surrounding Insmed's product brensocatib and its positioning against its competition. His confidence is buoyed by positive data from bronchiectasis trials presented at the World Bronchiectasis Conference, where brensocatib maintained its lead despite new data from competitor drug trials. Fein points out that the ASPEN data were received well, and the subsequent presentation of competitor data from the Airleaf trial did not pose an immediate threat to brensocatib, either in efficacy or in the timeline for regulatory approval.