INSM Insmed Loading... : Bullish and Bearish Analyst Opinions
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13:23
Aug 21
Aug 21
Consensus biotech longs round-trip as regrossing starts
Degrossing used these crowded biotech longs as the ATM to fund short covering; with regrossing already starting, gross rebuild should push these names back up as flows round-trip.
MED
09:59
Aug 20
Aug 20
Crowded longs will rebound after degrossing phase.
Expects crowded high-quality longs to catch a strong bid once hedge fund gross exposure rebuilds following the current degrossing phase.
MED
23:38
Aug 19
Aug 19
The author lists speculative biotech catalysts and best ideas by therapeutic area.
The author lists speculative biotech catalysts and best ideas by therapeutic area as research/watchlist content, not explicit current positions or forward calls.
23:36
Aug 19
Aug 19
Top biotech picks across various therapeutic areas
Author lists these biotech names as their best ideas across various therapeutic areas with the sector near all-time highs.
MED
18:25
Aug 19
Aug 19
Author acknowledges a biotech list with eye emojis but gives no explicit position or forward.
Author acknowledges a biotech list with eye emojis but gives no explicit position or forward call, so all tickers are indexed as watch.
LOW
01:57
Aug 18
Aug 18
Druckenmiller bought this strong biotech stock.
Stanley Druckenmiller is buying Insmed, a biotech play, and its weekly chart looks exceptionally strong and explosive, making it a setup worth monitoring.
MED
13:09
Aug 17
Aug 17
Author shares a net conviction chart listing multiple biotech tickers without explicit position.
Author shares a net conviction chart listing multiple biotech tickers without explicit position language, so these are indexed as watch rather than directional calls.
LOW
13:05
Aug 17
Aug 17
Shares options positioning net conviction data.
Shares options positioning data showing net conviction based on fund holdings, no directional view.
MED
12:58
Aug 17
Aug 17
Reports largest aggregate Q2 fund holdings
"Reports largest aggregate Q2 2026 holdings across 95 specialist funds based on 13F filings, no directional view."
MED
12:53
Aug 17
Aug 17
Reports widest ownership across specialist funds
"Reports widest Q2 2026 ownership across 95 specialist funds based on 13F filings, no directional view."
MED
12:49
Aug 17
Aug 17
Reports most added positions across funds
"Reports most added positions across specialist funds from Q1 to Q2 2026, no directional view."
MED
12:32
Aug 17
Aug 17
Notes Q2 aggregate fund value decrease
Notes the stock saw one of the largest aggregate value decreases across 93 funds in Q2 13F filings.
MED
12:31
Aug 17
Aug 17
Notes large aggregate Q2 fund holdings
Notes the stock is among the largest aggregate Q2 holdings across 93 funds based on 13F filings.
MED
12:12
Aug 17
Aug 17
The author lists battleground tickers without stating a position or directional view.
The author lists battleground tickers without stating a position or directional view, so they are indexed as watch only.
LOW
12:01
Aug 17
Aug 17
Reports Q2 net conviction from specialist funds
Reports Q2 net conviction chart based on 13F filings from specialist funds.
MED
11:58
Aug 17
Aug 17
Reports widest Q2 ownership among specialist funds
Reports the widest Q2 2026 ownership across 93 specialist funds based on 13F filings.
MED
11:50
Aug 17
Aug 17
Reports most added positions by specialist funds
Reports the most added positions by specialist funds from Q1 to Q2 2026.
MED
11:02
Aug 11
Aug 11
INSM M&A target; respiratory pipeline fits AZN
Buy INSM as a compelling M&A target for AZN; commercial bronchiectasis launch underway, Arikayce already generating revenue, TPIP entering Phase 3 in PAH — pipeline fits AZN's respiratory franchise and won't get cheaper post-approval.
MED
12:00
Aug 06
Aug 06
INSM prime AZN acquisition target, respiratory fit
Buy INSM as a high-probability AZN acquisition target; commercial bronchiectasis launch, Arikayce revenue, and TPIP Phase 3 PAH entry make it a natural bolt-on to AZN's respiratory franchise at a fraction of a BMY deal cost.
MED
11:11
Aug 06
Aug 06
INSM quarter strong; peak sales potential cited.
INSM's quarter came in better than expected; author is positive on peak-sales potential and hedge-fund interest, but states no explicit position.
MED
00:07
Jul 27
Jul 27
The author is highly confident in biotech timing, recommending XBI as a bottom and naming RVMD.
The author is highly confident in biotech timing, recommending XBI as a bottom and naming RVMD, ABVX, TENX, and NKTR as high-conviction longs with specific catalysts and price targets.
01:48
Jun 12
Jun 12
Nasdaq announces the addition of ALAB, CRWV, NBIS, RKLB.
Nasdaq announces the addition of ALAB, CRWV, NBIS, RKLB, and TER to the Nasdaq-100 while removing CHTR, CTSH, INSM, VRSK, and ZS as part of its quarterly rebalance effective June 22, 2026.
04:51
Jun 08
Jun 08
Leerink Partners reduces its price target on Insmed shares to $205 from a prior higher level.
15:09
May 29
May 29
The author highlights Chris Staral's past holdings and return under Triple Helix.
The author highlights Chris Staral's past holdings and return under Triple Helix, but this is a historical research summary and watchlist, not an active position or forward call.
LOW
14:28
May 17
May 17
Buy these biotech names after derisking events (post-data capital raises).
Buy these biotech names after derisking events (post-data capital raises); upcoming CD data catalyst could double market capitalization in 5-6 months.
HIGH
17:44
May 07
May 07
The author lays out a concentrated long biotech portfolio on a down XBI day.
The author lays out a concentrated long biotech portfolio on a down XBI day, highlighting ABVX as a major position and listing other names under consideration, reflecting a bullish sector outlook despite short-term losses.
HIGH
About INSM Analyst Coverage
Buzzberg tracks INSM (Insmed) across 5 sources. 2 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (8%). 26 total trade ideas tracked. Past 7 days: 17 watch. Latest voices: seedy19tron, rosannainvests, Thread Guy.