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INSM · Healthcare · Biotechnology · Market cap $37.34B

3 funds in our archive have pitched Insmed Inc — most recently Artisan Global Discovery Strategy in March 2026.

Company profile

Insmed Incorporated, a biopharmaceutical company, develops and commercializes therapies for patients with serious and rare diseases. The company offers ARIKAYCE for the treatment of Mycobacterium avium complex lung disease as part of a combination antibacterial drug regimen for adult patients. It is also developing Brensocatib, an oral reversible inhibitor of dipeptidyl peptidase 1 for the treatment of patients with bronchiectasis and other neutrophil-mediated diseases; and Treprostinil Palmitil Inhalation Powder, an inhaled formulation of a treprostinil prodrug treprostinil palmitil for the treatment of pulmonary arterial hypertension and other rare pulmonary disorders. Insmed Incorporated was founded in 1988 and is headquartered in Bridgewater, New Jersey.

Fund coverage · 3 theses

  • Artisan Global Discovery Strategy
    March 2026

    Insmed is a pulmonary-focused biotech with durable ARIKAYCE revenue and a promising Brinsupri launch that could drive a meaningful profit cycle.

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  • Orbis Global Equity
    September 2025

    Insmed is poised for sustained profitability following the FDA approval of its bronchiectasis treatment, brensocatib, while also advancing its promising pipeline in respiratory diseases.

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  • Baron Health Care Fund
    December 2024

    Insmed Incorporated is expected to generate over $8 billion in peak sales from its lead drugs, including Brensocatib, which shows promise for treating non-cystic fibrosis bronchiectasis.

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