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@shanaka86 Uh people get long BTC to hedge shorting $mstr because it’s garbage and going under. Why would they short BTC? Your argument doesn’t make any sense.

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TrueDog @speculatorone

22 days ago

@aleabitoreddit Thoughts on $QS ?

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Z

@ZeeContrarian1

25 days ago

New High Conviction Buy: $INSM Market Cap: $22.4B Portfolio Allocation: 5% Current Price: $103 Average Analyst Price Target: $215 Insmed ( $INSM ) is one of those rare situations where Wall Street seems to be focused on the next quarter, while some of the smartest biotech investors are looking several years ahead. We have seen similar pattern in all our recent wining picks. The company develops medicines for serious lung diseases with few effective treatment options. Its lead product, Brinsupri, was recently launched for patients with bronchiectasis suffering from recurrent lung infections. Earlier this year, the stock fell nearly 50% after the initial launch failed to meet the market’s extremely high expectations. Investors had expected an explosive rollout, but early prescription growth came in slower than hoped, leading many to question whether the launch was falling apart. So far, that doesn’t appear to be the case. Prescription trends have continued to improve, physicians remain optimistic, and several recent reports from JPMorgan, UBS and other research firms support our view that the market became overly focused on the first few months of prescriptions while missing the much bigger story. They also believe Brinsupri still has the potential to become a multi-billion-dollar drug as physician adoption expands and reimbursement improves over time. From a technical standpoint, the stock also appears to have found a bottom after the 50% decline, with selling pressure easing while the underlying business continues to execute. That alone would make Insmed interesting. But the pipeline may be even more valuable. The company’s inhaled treprostinil program for pulmonary arterial hypertension (PAH) could become another major growth driver, with important clinical data expected in 2026. If successful, Insmed would evolve from a one-product company into a diversified rare disease leader with multiple blockbuster opportunities. Wall Street still sees substantial upside. Average analyst price targets remain well above today’s share price, with many analysts believing the recent selloff reflects timing rather than a deterioration in the long-term opportunity. Perhaps the most interesting signal, however, comes from who owns the stock. This isn’t a company being accumulated by generalist momentum funds. It is owned by some of the most respected healthcare investors in the world. RTW Investments: 7.9% of its portfolio. Baker Bros. Advisors: 7.0%. Stanley Druckenmiller: 6.4%. And perhaps most impressively, Darwin Global Management, one of biotech’s premier specialist hedge funds, has made Insmed roughly 68% of its disclosed public equity portfolio. That level of concentration is almost unheard of. Specialist biotech investors spend years building relationships with physicians, researchers and management teams. While no investor is always right, seeing multiple world-class healthcare investors independently build such meaningful positions deserves attention. The investment case ultimately comes down to one question. If Brinsupri continues executing as prescription trends suggest, and the PAH program delivers positive clinical data next year, today’s valuation could look surprisingly inexpensive in hindsight. The market is pricing execution risk. The specialists appear to believe the market is underestimating the probability of success. That’s exactly the kind of disconnect that often creates the best long-term investment opportunities. Brokers research attached below.

ZeeContrarian1's tweet photo. New High Conviction Buy: $INSM

Market Cap: $22.4B
Portfolio Allocation: 5%
Current Price: $103
Average Analyst Price Target: $215

Insmed ( $INSM ) is one of those rare situations where Wall Street seems to be focused on the next quarter, while some of the smartest biotech investors are looking several years ahead. We have seen similar pattern in all our recent wining picks.

The company develops medicines for serious lung diseases with few effective treatment options. Its lead product, Brinsupri, was recently launched for patients with bronchiectasis suffering from recurrent lung infections.

Earlier this year, the stock fell nearly 50% after the initial launch failed to meet the market’s extremely high expectations. Investors had expected an explosive rollout, but early prescription growth came in slower than hoped, leading many to question whether the launch was falling apart.

So far, that doesn’t appear to be the case.

Prescription trends have continued to improve, physicians remain optimistic, and several recent reports from JPMorgan, UBS and other research firms support our view that the market became overly focused on the first few months of prescriptions while missing the much bigger story. They also believe Brinsupri still has the potential to become a multi-billion-dollar drug as physician adoption expands and reimbursement improves over time.

From a technical standpoint, the stock also appears to have found a bottom after the 50% decline, with selling pressure easing while the underlying business continues to execute.

That alone would make Insmed interesting. But the pipeline may be even more valuable.

The company’s inhaled treprostinil program for pulmonary arterial hypertension (PAH) could become another major growth driver, with important clinical data expected in 2026. If successful, Insmed would evolve from a one-product company into a diversified rare disease leader with multiple blockbuster opportunities.

Wall Street still sees substantial upside. Average analyst price targets remain well above today’s share price, with many analysts believing the recent selloff reflects timing rather than a deterioration in the long-term opportunity.

Perhaps the most interesting signal, however, comes from who owns the stock.

This isn’t a company being accumulated by generalist momentum funds. It is owned by some of the most respected healthcare investors in the world.

RTW Investments: 7.9% of its portfolio.
Baker Bros. Advisors: 7.0%.
Stanley Druckenmiller: 6.4%.
And perhaps most impressively, Darwin Global Management, one of biotech’s premier specialist hedge funds, has made Insmed roughly 68% of its disclosed public equity portfolio.

That level of concentration is almost unheard of. Specialist biotech investors spend years building relationships with physicians, researchers and management teams. While no investor is always right, seeing multiple world-class healthcare investors independently build such meaningful positions deserves attention.

The investment case ultimately comes down to one question.

If Brinsupri continues executing as prescription trends suggest, and the PAH program delivers positive clinical data next year, today’s valuation could look surprisingly inexpensive in hindsight.

The market is pricing execution risk.

The specialists appear to believe the market is underestimating the probability of success.

That’s exactly the kind of disconnect that often creates the best long-term investment opportunities.

Brokers research attached below.

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