What smart money is saying about Insmed Incorporated
4 funds in our archive have pitched Insmed Incorporated — most recently Baron Health Care Fund in June 2026.
Insmed Incorporated operates as a biopharmaceutical enterprise focused on creating and introducing medical solutions for individuals facing severe and uncommon health conditions. The company's marketed treatment, ARIKAYCE, is administered to adult patients suffering from Mycobacterium avium complex (MAC) lung disease, serving as a component of a broader antibacterial drug regimen. In its development pipeline, Insmed is advancing Brensocatib, an oral and reversible inhibitor targeting dipeptidyl peptidase 1, which is being investigated for its potential in treating bronchiectasis and other disorders mediated by neutrophils. Additionally, the firm is developing Treprostinil Palmitil Inhalation Powder, an inhaled version of the treprostinil palmitil prodrug, designed to address pulmonary arterial hypertension and various other rare lung ailments. Founded in 1988, Insmed Incorporated maintains its primary corporate offices in Bridgewater, New Jersey.
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Position history
Between Q4 2024 and Q2 2026, 4 fund letters reported a position in Insmed Incorporated — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 0 | 2 | 1 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions · 2 moves
- HoldsArtisan Partners U.S. Mid‑Cap Growth StrategyJune 2026
“Our biggest detractors in Q2 were Insmed, ROBLOX and Insulet.”
Read the letterInsmed Incorporated - TrimmedArtisan Partners Global Opportunities FundJune 2026
“We trimmed the position during the quarter.”
Read the letterInsmed Incorporated - HoldsBaron Health Care FundJune 2026
“Insmed Incorporated is a biotechnology company with three lead pulmonology assets that we believe can collectively generate more than $8 billion in peak sales.”
Read the letterInsmed Incorporated - TrimmedArtisan Partners Global Discovery FundJune 2026
“We trimmed the position during the quarter.”
Read the letterInsmed Incorporated
Also mentioned · 1
These funds discuss Insmed Incorporated — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedClearBridge Investments Growth StrategyJune 2026
“The largest contributors to relative returns were CrowdStrike, Vertiv, Snowflake, Broadcom and not owning Insmed.”
Read the letterInsmed Incorporated
Fund coverage · 4 theses
- Baron Health Care FundJune 2026
Insmed has a pulmonology pipeline with multi-billion-dollar peak sales potential, led by Brinsupri and once-daily TPIP.
Read the full thesis - Artisan Global Discovery StrategyMarch 2026
Insmed is a pulmonary-focused biotech with durable ARIKAYCE revenue and a promising Brinsupri launch that could drive a meaningful profit cycle.
Read the full thesis - Orbis Global EquitySeptember 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.
Read the full thesis - Baron Health Care FundDecember 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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