Insmed Incorporated (NASDAQ:INSM) Q4 2025 Earnings Call Transcript
Operator: Thank you for standing by, and welcome to the Insmed Fourth Quarter and Full Year 2025 Financial Results Conference Call. [Operator Instructions] Thank you.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Darwin Global Management Abhishek Trehan | 20,933,277 | $3,644,274,193 | +3% | 73.78% |
| 2. | Baker Bros. Advisors Julian Baker And Felix Baker | 6,592,746 | $1,147,401,514 | -2% | 6.72% |
| 3. | D E Shaw D. E. Shaw | 4,350,995 | $757,247,170 | -24% | 0.42% |
| 4. | Orbis Investment Management William B. Gray | 4,179,957 | $727,479,716 | +29% | 3.05% |
| 5. | Millennium Management Israel Englander | 1,311,654 | $228,280,262 | -44% | 0.1% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $66.35 | 1,130 | $74,975.50 | 3,025 | 2025-05-21 | Filing | |
| $66.87 | 1,895 | $126,718.65 | 1,895 | 2025-05-20 | Filing | |
| $19.29 | 10,000 | $192,900.00 | 10,000 | 2023-05-15 | Filing | |
| $19.29 | 10,000 | $192,900.00 | 298,615 | 2023-05-15 | Filing | |
| $17.70 | 10,000 | $177,000.00 | 15,900 | 2022-11-01 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $153.38 | 1,030 | $157,981.40 | 301,185 | 2026-02-19 | Filing | |
| $151.92 | 2,377 | $361,113.84 | 302,215 | 2026-02-19 | Filing | |
| $151.12 | 3,413 | $515,772.56 | 304,592 | 2026-02-19 | Filing | |
| $150.10 | 1,891 | $283,839.10 | 308,005 | 2026-02-19 | Filing | |
| $149.17 | 1,988 | $296,549.96 | 309,896 | 2026-02-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 23,199,512 | $4,037,643,311 | 0.25% | |
| 2. | 21,076,344 | $3,668,126,910 | 0.05% | |
| 3. | 15,065,052 | $2,621,921,693 | 0.04% | |
| 4. | 9,927,936 | $1,727,857,942 | 0.09% | |
| 5. | 5,201,744 | $905,311,526 | 0.03% |