Ticker brief
INSM INSMED INC
Consumer, Non-cyclical · Biotechnology
last close
$118.54
1 day
-2.3%
14 days
-4.2%
mkt cap
$24.2B
signals 14d
21
authors 14d
9
crowd 14d
+1.3σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 40% cheap · 10 pctile own 1y | IV/HV 0.46× (as of 2026-08-24) |
| Skew — 25Δ RR 30d | -0.001 75 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.89 normal | 5-session Δ +0.39 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-06-02 (z=3.6) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-14 → 2026-08-28 · now +0.70 (−1 bearish … +1 bullish)
Who spoke9
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @Biotech2k1 | A | +1.02 | 12 | +0.61 |
| @BinDollarSign | C | -1.47 | 2 | +0.42 |
| @artinmemes | C | -0.67 | 1 | +0.40 |
| @WOLF_Financial | C | -0.10 | 1 | +0.20 |
| @semodough | C | -3.01 | 1 | +0.40 |
| @CNBCFastMoney | C | +0.02 | 1 | +0.50 |
| @BiopharmIQ | B | · | 1 | +0.25 |
| @OzmosiHealth | C | · | 1 | +0.50 |
| @PersimmonTI | A | -0.57 | 1 | +0.50 |
Recent signals21of 21 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @Biotech2k1 | +0.70 | Add INSM and PTGX while selling SGOV to raise biotech cash — Reports adding two biotech positions and plans to sell SGOV to fund them | — | tweet ↗ |
| 2026-08-28 | @Biotech2k1 | +0.75 | Calls four biotech stocks materially undervalued versus explicit fair values | — | tweet ↗ |
| 2026-08-28 | @Biotech2k1 | +0.65 | Build selected winners toward 10% positions on pullbacks — Plans to increase selected portfolio winners to 10% weights during pullbacks | — | tweet ↗ |
| 2026-08-27 | @Biotech2k1 | +0.70 | Added INSM. — Explicitly discloses adding INSM. | -2.3% | tweet ↗ |
| 2026-08-27 | @Biotech2k1 | +0.45 | Started PTGX and may also enter INSM. — Discloses a small PTGX entry and possible forthcoming INSM entry. | -2.3% | tweet ↗ |
| 2026-08-27 | @Biotech2k1 | +0.70 | Discloses a COGT purchase and explicit current/target portfolio weights for four biotech holdings. | -2.3% | tweet ↗ |
| 2026-08-26 | @Biotech2k1 | +0.20 | Says others bought INSM cheaper while the author missed the opportunity. | -4.7% | tweet ↗ |
| 2026-08-26 | @Biotech2k1 | +0.80 | Plans to build core biotech names toward 10% each and add IDYA and COGT at good values. — Explicit portfolio-building plan specifies target weights and value-dependent additions. | -4.7% | tweet ↗ |
| 2026-08-25 | @Biotech2k1 | +0.80 | Added to INSM, PTGX, BBIO and PRAX for their long-term mega-cap pipeline potential. — Explicit additions are backed by pipeline upside and relative valuation. | -4.3% | tweet ↗ |
| 2026-08-25 | @PersimmonTI | +0.50 | Japan approved named treatments from four biotech companies. | -4.3% | tweet ↗ |
| 2026-08-24 | @OzmosiHealth | +0.50 | Japan's health ministry approved Brinsupri for non-cystic fibrosis bronchiectasis. | -4.4% | tweet ↗ |
| 2026-08-22 | @BiopharmIQ | +0.25 | Q2 13F data quantify how many of 36 biopharma hedge funds held each named stock. | -5.7% | tweet ↗ |
| 2026-08-19 | @CNBCFastMoney | +0.50 | Panelists name SMH, XLE, DRAM and INSM as their final trades. — Final Trade segment identifies four current trade selections, though mechanics are omitted. | -9.3% | tweet ↗ |
| 2026-08-19 | @Biotech2k1 | +0.60 | Discloses finalized core portfolio holdings and plans to sell positions that failed analysis into rallies | -9.3% | tweet ↗ |
| 2026-08-19 | @Biotech2k1 | +0.55 | Discloses small new purchases in three biotech positions | -9.3% | tweet ↗ |
| 2026-08-16 | @BinDollarSign | +0.35 | Details Druckenmiller's disclosed additions, emphasizing healthcare positions and a 1,082% Amazon share increase. | -4.2% | tweet ↗ |
| 2026-08-16 | @BinDollarSign | +0.50 | Discloses Druckenmiller fund call-option exposure and underlying share counts across five named positions. | -4.2% | tweet ↗ |
| 2026-08-16 | @semodough | +0.40 | Mizuho sets a $192 base-case and $280 bull-case target based on launches and market-share assumptions. | -4.2% | tweet ↗ |
| 2026-08-16 | @Biotech2k1 | +0.45 | Updates top portfolio weights and identifies additions. | -4.2% | tweet ↗ |
| 2026-08-15 | @WOLF_Financial | +0.20 | Lists top Q2 holdings for Stanley Druckenmiller and Gavin Baker. | -4.2% | tweet ↗ |
| 2026-08-14 | @artinmemes | +0.40 | Interprets Druckenmiller's 13F moves and sector rotation; output capped at six tickers. | -4.2% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.