We just covered the 10 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller. Insmed (NASDAQ:INSM) ranks #2 (see 5 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller).
Druckenmiller’s Stake: $188,717,000
Insmed (NASDAQ:INSM) makes treatments for serious lung diseases caused by chronic inflammation or infection. Its core products are Brinsupri (brensocatib) and Arikayce.
In 2025, Brinsupri generated about $144.6 million in Q4 sales, bringing full-year revenue to roughly $600+ million, reflecting very strong early launch growth. This represents around 67% year-over-year growth. For 2026, Insmed expects Brinsupri to hit about $1 billion in annual sales, driven by broader patient adoption.
Arikayce in 2025 generated about $433.8 million in full-year sales, up 19% year over year, and the company guided 2026 sales of $450–$470 million.
Insmed’s (NASDAQ:INSM) pipeline is also strong. One key candidate is TPIP (treprostinil inhalation powder), a treatment being developed for PAH (pulmonary arterial hypertension) and PH-ILD (pulmonary hypertension associated with interstitial lung disease). Some estimates suggest the product can potentially generate over $4 billion in peak annual sales.
Artisan Small Cap Fund stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its fourth quarter 2025 investor letter:
“Our top contributors in Q4 were MACOM Technology Solutions, Insmed Incorporated (NASDAQ:INSM) and Vita Coco. Insmed is a biotechnology company focused on pulmonary diseases. We exited our position during the quarter due to market cap considerations, though the stock remained a top performer. Its strength was driven by the successful launch of Brinsupri™ (brensocatib), the first approved therapy for non-cystic fibrosis bronchiectasis, which generated $28 million in initial sales from roughly 2,500 patients and 1,700 prescribers, along with a robust pipeline of additional potential therapies (Click Here to Read the Letter in Detail).”
While we acknowledge the risk and potential of INSM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than INSM and that has 10,000% upside potential, check out our report about the cheapest AI stock.
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