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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Amy ZhangAlger Mid Cap Focus Fund | Insmed Incorporated $INSM• NASDAQ | BiotechnologyBiotechnology | Alger Mid Cap Focus Fund - INSM Insmed is a commercial-stage biopharmaceutical company focused on respiratory, inflammatory, pulmonary, and rare disease treatments, with an approved portfolio that includes Brinsupri and Arikayce. The company's opportunity... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | Insmed Incorporated $INSM• NASDAQ | BiotechnologyBiotechnology | Artisan Mid Cap Fund - INSM Insmed is a commercial-stage biotechnology company focused on pulmonary diseases. Brinsupri® continued its... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Neal KaufmanBaron Health Care Fund | Insmed Incorporated $INSM• NASDAQ | BiotechnologyBiotechnology | Baron Health Care Fund - INSM Insmed Incorporated is a biotechnology company with three lead pulmonology assets that we believe can collectively generate more than $8 billion in peak sales. We are particularly... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Jason WhiteArtisan Global Discovery | Insmed Incorporated $INSM• NASDAQ | BiotechnologyBiotechnology | Artisan Global Discovery - INSM Insmed is a commercial-stage biotechnology company focused on pulmonary diseases. BRINSUPRI® continued its... | NEUTRAL | View Pitch → |
| Jan 29, 2026 | Fund Letter | Jason WhiteArtisan Global Discovery | Insmed Incorporated $INSM• NASDAQ | BiotechnologyBiotechnology | Artisan Global Discovery 2025 Q4 (INSM) Insmed is a biotechnology company focused on pulmonary diseases. Its lead product,... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | Jay WarnerArtisan Partners Small Cap Fund | Insmed Incorporated $INSM• NASDAQ | BiotechnologyBiotechnology | Artisan Partners Small Cap Fund 2025 Q4 (INSM) Insmed is a biotechnology company focused on pulmonary diseases. We exited our... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | Insmed Incorporated $INSM• NASDAQ | BiotechnologyBiotechnology | Artisan Mid Cap Fund 2025 Q4 (INSM) Insmed is a biotechnology company focused on pulmonary diseases. Its lead product,... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Brent JacksonOrbis Global Equity Fund | Insmed Incorporated $INSM• NASDAQ | BiotechnologyBiotechnology | Orbis Global Equity 2025 Q3 (INSM) The newest addition to our biotech holdings, Insmed, has achieved a major milestone with the recent FDA approval of brensocatib (brand name: BRINSUPRI) for bronchiectasis—with a clean label and strong pricing. This marks the... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Jay WarnerArtisan Partners Small Cap Fund | Insmed Incorporated $INSM• NASDAQ | BiotechnologyBiotechnology | Artisan Partners Small Cap Fund 2025 Q3 (INSM) Insmed is a commercial-stage biotech company focused on serious pulmonary diseases. Its lead product... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | Insmed Incorporated $INSM• NASDAQ | BiotechnologyBiotechnology | Artisan Mid Cap Fund 2025 Q3 (INSM) Insmed's FDA approval for Brinsupri™, the first once-daily oral treatment for non-cystic fibrosis bronchiectasis, marks a major milestone. With a large... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.