Stanley Druckenmiller Stock Portfolio: 10 Best Stock Picks

Page 10 of 10

1. Insmed Inc. (NASDAQ:INSM)

Share Price Performance (Sep 30 – Feb 13): 3.29%

Duquesne Family Office’s Stake Value: $348.9 million

Number of Hedge Fund Holders: 73

Insmed Inc. (NASDAQ:INSM) ranks among billionaire Stanley Druckenmiller’s 10 best stock picks. On January 23, Roth/MKM began coverage of Insmed Inc. (NASDAQ:INSM) with a Buy rating and a $212 price target. The firm pointed to Insmed’s solid position for further upside in 2026, with predictions that the company’s Brinsupri medication will continue to exceed market expectations.

Moreover, the firm assigned a 75% probability of success to the company’s Phase 3 ENCORE trial, with results expected in March or April. A favorable outcome might generate roughly $1.3 billion in frontline Arikayce sales.

Although Roth/MKM views the brensocatib CEDAR trial for hidradenitis suppurativa as risky, the firm believes the recent CRSsNP setback has reset investor expectations ahead of the second-quarter 2026 report, boosting the stock’s risk/reward outlook.

Insmed Inc. (NASDAQ:INSM) is a biopharmaceutical company that develops and commercializes therapies for patients with serious and rare diseases. The company’s most advanced programs focus on pulmonary and inflammatory conditions.

While we acknowledge the potential of INSM to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than INSM and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

Page 10 of 10