20 Stocks on Jim Cramer’s Radar

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13. Insmed Incorporated (NASDAQ:INSM)

Number of Hedge Fund Holders: 64

Insmed Incorporated (NASDAQ:INSM) is one of the stocks on Jim Cramer’s radar. A caller noted that Cramer has not been quick to recommend biotech companies in the past and inquired about Insmed. In response, he remarked:

“Okay, one of the reasons I don’t recommend a lot of them is because they lose so much money, and it’s okay as a spec, but I don’t put any specs in the Charitable Trust. None. That one’s very speculative. It has lost a huge amount of money, so it’s very hard for me to get a handle on it.”

Insmed (NASDAQ:INSM) develops and markets therapies for serious and rare diseases, with approved treatment for nontuberculous mycobacterial lung infections and a pipeline targeting conditions like bronchiectasis, pulmonary hypertension, and Duchenne muscular dystrophy.

TimesSquare Capital Management stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its Q1 2025 investor letter:

“New to the strategy was Insmed Incorporated (NASDAQ:INSM), a biopharma developer of treatments for various pulmonary diseases. Insmed has one commercially approved treatment for lung infections, however, we see its developing product Brensocatib as driving future price appreciation. In 2024, Insmed reported positive data for Brensocatib in bronchiectasis, paving the way for a 2025 FDA approval and commercial launch. This February, the FDA announced it was giving Brensocatib’s priority review with an expected action date in August.”

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