Insmed (INSM) Rose Following Drug Approval
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the equity markets continued their rally, fueled by enthusiasm for AI, limited evidence of inflationary effects from tariffs, and expectations for further interest rate cuts from the U.S. Federal Reserve. Mid-cap stocks also maintained their positive gains during the quarter. The Russell Midcap Growth Index (up 2.78%) underperformed the Russell Midcap® Value Index (up 6.16%) in the quarter. The letter further shared the firm's detailed views on Cyclicals, Healthcare, Information Technology, Financials, and Consumer sectors. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its third-quarter 2025 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted stocks such as Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is a biopharmaceutical company that develops therapeutic products for patients with serious and rare diseases. The one-month return of Insmed Incorporated (NASDAQ:INSM) was 25.19%, and its shares gained 173.43% of their value over the last 52 weeks. On November 24, 2025, Insmed Incorporated (NASDAQ:INSM) stock closed at $206.93 per share, with a market capitalization of $44.133 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its third quarter 2025 investor letter:
"Insmed Incorporated (NASDAQ:INSM) develops therapeutic products for patients with lung diseases. In the second quarter, the company received approval for its Brinsupri product to treat non-cystic fibrosis bronchiectasis, making it the first therapy available for a condition that affects up to 500,000 people. This milestone, combined with the positive readout of a trial for another company’s treatment for pulmonary fibrosis, drove the stock’s performance."
Insmed Incorporated (NASDAQ:INSM) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 82 hedge fund portfolios held Insmed Incorporated (NASDAQ:INSM) at the end of the second quarter, which was 64 in the previous quarter. While we acknowledge the potential of Insmed Incorporated (NASDAQ:INSM) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock.
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