LongINSMJun 2026
Insmed Incorporated
Alger sees Insmed's opportunity as a combination of expanding adoption of its commercial respiratory and rare-disease products and advancing a pipeline in areas of meaningful…
INSM
Which hedge funds are long INSM?
2 published ideas on Insmed Incorporated across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Insmed Incorporated: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongINSMJun 2026
Insmed Incorporated
Insmed remains a long-term healthcare holding despite a sharp post-earnings decline. The fund continues to view the pipeline as compelling, including TPIP across multiple…