INSM Insmed Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
13:23
21 авг
21 авг
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.
Сред.
09:59
20 авг
20 авг
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.
Сред.
23:38
19 авг
19 авг
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
19 авг
19 авг
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.
Сред.
18:25
19 авг
19 авг
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.
Низ.
01:57
18 авг
18 авг
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.
Сред.
13:09
17 авг
17 авг
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.
Низ.
13:05
17 авг
17 авг
Shares options positioning net conviction data.
Shares options positioning data showing net conviction based on fund holdings, no directional view.
Сред.
12:58
17 авг
17 авг
Reports largest aggregate Q2 fund holdings
"Reports largest aggregate Q2 2026 holdings across 95 specialist funds based on 13F filings, no directional view."
Сред.
12:53
17 авг
17 авг
Reports widest ownership across specialist funds
"Reports widest Q2 2026 ownership across 95 specialist funds based on 13F filings, no directional view."
Сред.
12:49
17 авг
17 авг
Reports most added positions across funds
"Reports most added positions across specialist funds from Q1 to Q2 2026, no directional view."
Сред.
12:32
17 авг
17 авг
Notes Q2 aggregate fund value decrease
Notes the stock saw one of the largest aggregate value decreases across 93 funds in Q2 13F filings.
Сред.
12:31
17 авг
17 авг
Notes large aggregate Q2 fund holdings
Notes the stock is among the largest aggregate Q2 holdings across 93 funds based on 13F filings.
Сред.
12:12
17 авг
17 авг
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.
Низ.
12:01
17 авг
17 авг
Reports Q2 net conviction from specialist funds
Reports Q2 net conviction chart based on 13F filings from specialist funds.
Сред.
11:58
17 авг
17 авг
Reports widest Q2 ownership among specialist funds
Reports the widest Q2 2026 ownership across 93 specialist funds based on 13F filings.
Сред.
11:50
17 авг
17 авг
Reports most added positions by specialist funds
Reports the most added positions by specialist funds from Q1 to Q2 2026.
Сред.
11:02
11 авг
11 авг
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.
Сред.
12:00
06 авг
06 авг
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.
Сред.
11:11
06 авг
06 авг
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.
Сред.
00:07
27 июл
27 июл
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
12 июн
12 июн
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
08 июн
08 июн
Leerink Partners reduces its price target on Insmed shares to $205 from a prior higher level.
15:09
29 мая
29 мая
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.
Низ.
14:28
17 мая
17 мая
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.
Выс.
17:44
07 мая
07 мая
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.
Выс.
Об аналитическом покрытии INSM
Buzzberg отслеживает INSM (Insmed) в 5 источниках. Бычьих сигналов: 2, медвежьих: 0, от 5 аналитиков. Сентимент преимущественно бычий (8%). Всего отслеживается 26 торговых идей. За последние 7 дней: наблюдение: 17. Последние спикеры: seedy19tron, rosannainvests, Thread Guy.