Patients Capital Management LLC@PCM_bioDitto $insm .. has enough time passed where they have to change their internal view on val (relative to Dec 2025)? Mkt val disconnect vs DCF / forward multiple val is profound, but unclear how they turn narrative when comms have been so poor (and which doesn’t really have
Patients Capital Management LLC@PCM_bioAt what point / price does $insm become ‘vulnerable’?? Still looking at you, $mrk
investor.insmed.comInsmed Announces CFO Transition—Sara Bonstein Will Step Down as CFO on October 30 After Nearly Seven Years of Dedicated Leadership— —Company Reaffirms Full-Year 2026 Financial Guidance— —Company Announces...