Insmed Incorporated (INSM) Gained from Its Lead Product ARIKAYCE

Core Insights - Artisan Mid Cap Fund's fourth-quarter 2025 performance showed a decline, with Investor Class at -0.44%, Advisor Class at -0.37%, and Institutional Class at -0.35%, compared to -3.70% for the Russell Midcap® Growth Index, indicating relative resilience in a challenging market [1]. Group 1: Fund Performance - The Fund seeks investments in companies with franchise characteristics, strong earnings trajectories, and trading at a discount to estimated private market value [1]. - Continued strength in information technology and health care sectors contributed positively to the Fund's performance during the quarter [1]. Group 2: Insmed Incorporated (NASDAQ:INSM) - Insmed Incorporated specializes in therapies for serious and rare diseases, with a market capitalization of $33.917 billion [2]. - The stock closed at $159.03 per share on February 23, 2026, with a one-month return of -2.22% and a 52-week gain of 105.20% [2]. - Insmed was a top contributor to the Fund's performance in Q4, driven by strong sales of its lead product ARIKAYCE® and the successful launch of Brinsupri™, which generated $28 million in initial sales [3]. Group 3: Hedge Fund Interest - Insmed was held by 74 hedge fund portfolios at the end of Q4, an increase from 73 in the previous quarter, indicating growing interest among institutional investors [4]. - Despite its potential, the company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks may offer greater upside potential [4].