Insmed (INSM) Rose Following Drug Approval

Core Viewpoint - Carillon Tower Advisers' "Carillon Eagle Mid Cap Growth Fund" reported a continued rally in equity markets during Q3 2025, driven by enthusiasm for AI, limited inflationary effects from tariffs, and expectations for interest rate cuts by the U.S. Federal Reserve [1] Market Performance - The Russell Midcap Growth Index increased by 2.78%, while the Russell Midcap® Value Index outperformed with a gain of 6.16% during the same quarter [1] Sector Insights - The investor letter provided detailed insights on various sectors including Cyclicals, Healthcare, Information Technology, Financials, and Consumer sectors [1] Company Spotlight: Insmed Incorporated - Insmed Incorporated (NASDAQ:INSM) is highlighted as a key stock, with a one-month return of 25.19% and a remarkable 173.43% increase over the last 52 weeks [2] - As of November 24, 2025, Insmed's stock closed at $206.93 per share, with a market capitalization of $44.133 billion [2] Product Approval and Impact - Insmed received approval for its Brinsupri product to treat non-cystic fibrosis bronchiectasis, marking a significant milestone for a condition affecting up to 500,000 people [3] - The positive trial results for another treatment for pulmonary fibrosis contributed to the strong performance of Insmed's stock [3] Hedge Fund Interest - Insmed was held by 82 hedge fund portfolios at the end of Q2 2025, an increase from 64 in the previous quarter, indicating growing interest among institutional investors [4]