Orbimed Advisors Q4 2020 13F Holdings

Orbimed Advisors Q4 2020 holdings
TickerName ValueShares↓ Weighting
PRLD PRELUDE THERAPEUTICS INC  $1,115,813
137.5%
15,594,8770.0%9.76%
65.3%
SWTX SPRINGWORKS THERAPEUTI...  $537,105
52.1%
7,406,3070.0%4.70%
5.9%
PMVP PMV PHARMACEUTICALS INC  $450,894
73.3%
7,330,4230.0%3.95%
20.6%
SILVERBACK THERAPEUTIC...New  $405,0538,740,8873.54%
ABCELLERA BIOLOGICS INCNew  $338,0478,400,7682.96%
TPTX TURNING POINT THERAPEU...  $334,518
39.5%
2,745,3270.0%2.93%
-2.9%
PRVL PREVAIL THERAPEUTICS INC  $318,884
126.6%
13,822,4630.0%2.79%
57.8%
IOVA IOVANCE BIOTHERAPEUTIC...  $308,333
40.9%
6,645,1000.0%2.70%
-1.9%
MRTX MIRATI THERAPEUTICS INCReduce  $251,554
15.0%
1,145,300
-13.0%
2.20%
-19.9%
BSX BOSTON SCIENTIFIC CORPAdd  $234,502
26.6%
6,523,000
34.6%
2.05%
-11.9%
BMY BRISTOL-MYERS SQUIBB CO  $220,151
2.9%
3,549,1000.0%1.93%
-28.4%
HZNP HORIZON THERAPEUTICS P...  $220,090
-5.8%
3,008,7550.0%1.93%
-34.4%
MRK MERCK & CO. INCAdd  $217,531
1.3%
2,659,300
2.7%
1.90%
-29.5%
NTRA NATERA INC  $210,057
37.8%
2,110,7000.0%1.84%
-4.1%
VRTX VERTEX PHARMACEUTICALS...Add  $197,131
8.8%
834,100
25.2%
1.72%
-24.3%
PASG PASSAGE BIO INC  $178,041
95.0%
6,962,8990.0%1.56%
35.8%
ARQT ARCUTIS BIOTHERAPEUTIC...Add  $170,857
24.8%
6,073,850
30.0%
1.50%
-13.1%
AFIB ACUTUS MED INC  $157,820
-3.3%
5,477,9580.0%1.38%
-32.7%
KINNATE BIOPHARMA INCNew  $153,0713,847,9291.34%
UNH UNITEDHEALTH GROUP INCNew  $136,870390,3001.20%
PFE PFIZER INCNew  $133,1273,616,6001.16%
GRAY GRAYBUG VISION INC  $129,889
128.3%
4,475,8470.0%1.14%
59.0%
BIIB BIOGEN INCReduce  $129,629
-36.2%
529,400
-26.1%
1.13%
-55.6%
NBIX NEUROCRINE BIOSCIENCES...  $124,769
-0.3%
1,301,7150.0%1.09%
-30.6%
CNC CENTENE CORP DELAdd  $119,682
53.6%
1,993,700
49.3%
1.05%
6.9%
KROS KEROS THERAPEUTICS INC  $118,466
82.9%
1,679,4170.0%1.04%
27.3%
RPTX REPARE THERAPEUTICS INC  $117,523
11.5%
3,426,3250.0%1.03%
-22.4%
HUM HUMANA INCAdd  $117,378
1.2%
286,100
2.1%
1.03%
-29.6%
TBPH THERAVANCE BIOPHARMA INC  $110,514
20.2%
6,219,1100.0%0.97%
-16.3%
NSTG NANOSTRING TECHNOLOGIE...Add  $108,807
105.7%
1,626,900
37.5%
0.95%
43.2%
DXCM DEXCOM INCAdd  $103,189
10.6%
279,100
23.3%
0.90%
-23.0%
ANTM ANTHEM INCNew  $99,698310,5000.87%
ORIC ORIC PHARMACEUTICALS INC  $98,909
35.3%
2,921,9670.0%0.87%
-5.8%
BNR BURNING ROCK BIOTECH LTDsponsored adsReduce  $96,135
-19.2%
4,161,675
-12.3%
0.84%
-43.8%
AGIO AGIOS PHARMACEUTICALS INC  $95,643
23.8%
2,207,3210.0%0.84%
-13.8%
ACET ADICET BIO INC  $94,255
18.2%
6,708,5070.0%0.82%
-17.7%
EW EDWARDS LIFESCIENCES CORPAdd  $93,584
65.9%
1,025,800
45.2%
0.82%
15.5%
ABBV ABBVIE INCAdd  $92,395
127.3%
862,300
85.8%
0.81%
58.3%
ISRG INTUITIVE SURGICAL INC  $92,282
15.3%
112,8000.0%0.81%
-19.7%
SRPT SAREPTA THERAPEUTICS INC  $91,902
21.4%
539,0490.0%0.80%
-15.5%
ETNB 89BIO INC  $90,887
-5.0%
3,729,4420.0%0.80%
-33.9%
XTNT XTANT MED HLDGS INCAdd  $87,080
1043.1%
72,803,072
687.2%
0.76%
695.8%
SVA SINOVAC BIOTECH LTD  $72,000
163.7%
2,839,5000.0%0.63%
83.6%
PGNY PROGYNY INC  $71,024
44.0%
1,675,5000.0%0.62%
0.3%
GH GUARDANT HEALTH INCAdd  $69,363
302.2%
538,200
248.8%
0.61%
180.0%
CRSP CRISPR THERAPEUTICS AGnamen aktReduce  $69,175
31.3%
451,800
-28.3%
0.61%
-8.6%
ATRC ATRICURE INC  $68,373
39.5%
1,228,1890.0%0.60%
-2.9%
TCDA TRICIDA INC  $67,781
-22.2%
9,614,2800.0%0.59%
-45.8%
AUPH AURINIA PHARMACEUTICAL...  $65,748
-6.1%
4,754,0000.0%0.58%
-34.6%
LOGC LOGICBIO THERAPEUTICS INCAdd  $64,602
10.0%
8,466,783
30.9%
0.57%
-23.4%
DCPH DECIPHERA PHARMACEUTIC...  $64,244
11.2%
1,125,7000.0%0.56%
-22.5%
MGTX MEIRAGTX HLDGS PLCAdd  $62,118
26.3%
4,102,925
10.5%
0.54%
-12.0%
IMRA IMARA INC  $59,974
8.4%
2,719,9020.0%0.52%
-24.5%
ADVM ADVERUM BIOTECHNOLOGIE...Add  $59,632
26.3%
5,501,144
20.0%
0.52%
-12.1%
EHTH EHEALTH INCAdd  $59,598
18.1%
844,046
32.2%
0.52%
-17.7%
CHNG CHANGE HEALTHCARE INC  $57,698
28.5%
3,093,7000.0%0.50%
-10.5%
SYK STRYKER CORPORATION  $57,584
17.6%
235,0000.0%0.50%
-18.1%
ASND ASCENDIS PHARMA A/Ssponsored adrReduce  $56,121
-50.5%
336,500
-54.2%
0.49%
-65.5%
ARCT ARCTURUS THERAPEUTICS ...Add  $55,530
109.3%
1,280,086
106.9%
0.49%
45.7%
ACHC ACADIA HEALTHCARE COMP...Reduce  $52,027
58.4%
1,035,160
-7.1%
0.46%
10.2%
TMO THERMO FISHER SCIENTIF...  $51,376
5.5%
110,3000.0%0.45%
-26.6%
GLTO GALECTO INCNew  $51,1784,090,9370.45%
MREO MEREO BIOPHARMA GROUP PLCadsNew  $49,46313,816,4880.43%
TELA TELA BIO INC  $45,534
-9.1%
3,027,5420.0%0.40%
-36.7%
TRILLIUM THERAPEUTICS INCAdd  $43,545
144.6%
2,960,200
136.3%
0.38%
70.3%
SIBN SI BONE INC  $40,918
26.1%
1,368,5000.0%0.36%
-12.2%
ATNX ATHENEX INCReduce  $40,856
-15.1%
3,694,061
-7.1%
0.36%
-40.9%
VRNA VERONA PHARMA PLCsponsored ads  $39,864
12.2%
5,694,8410.0%0.35%
-21.9%
APLT APPLIED THERAPEUTICS INCAdd  $38,998
21.5%
1,771,831
14.6%
0.34%
-15.4%
CRNX CRINETICS PHARMACEUTIC...  $38,853
-10.0%
2,753,5670.0%0.34%
-37.3%
ALPN ALPINE IMMUNE SCIENCES...Reduce  $38,694
19.9%
3,070,955
-16.3%
0.34%
-16.5%
XENE XENON PHARMACEUTICALS INC  $38,418
38.9%
2,497,9170.0%0.34%
-3.3%
FUSN FUSION PHARMACEUTICALS...  $37,891
-2.2%
3,224,7700.0%0.33%
-31.9%
KALA KALA PHARMACEUTICALS INC  $37,053
-9.6%
5,465,0300.0%0.32%
-37.1%
CRIS CURIS INCAdd  $35,762
2361.3%
4,366,494
251.7%
0.31%
1613.5%
APTOSE BIOSCIENCES INCAdd  $35,171
553.1%
8,030,000
794.7%
0.31%
354.7%
QURE UNIQURE NV  $35,013
-1.9%
969,0790.0%0.31%
-31.7%
MOH MOLINA HEALTHCARE INCNew  $34,539162,4000.30%
ALEC ALECTOR INCReduce  $33,602
17.0%
2,225,313
-18.3%
0.29%
-18.5%
AGLE AEGLEA BIOTHERAPEUTICS...  $31,602
11.0%
4,015,5240.0%0.28%
-22.7%
OLMA OLEMA PHARMACEUTICALS INCNew  $31,300650,9920.27%
CTIC CTI BIOPHARMA CORP  $30,656
49.8%
9,520,6000.0%0.27%
4.3%
HARP HARPOON THERAPEUTICS INC  $30,491
-2.2%
1,835,7040.0%0.27%
-31.9%
NXTC NEXTCURE INC  $29,550
23.9%
2,711,0130.0%0.26%
-13.8%
IMAB I MABsponsored ads  $28,576
0.3%
606,0700.0%0.25%
-30.2%
OSH OAK STR HEALTH INCAdd  $27,406
53.4%
448,100
34.0%
0.24%
6.8%
FLXN FLEXION THERAPEUTICS INCAdd  $26,635
51.9%
2,308,083
37.1%
0.23%
5.8%
ALXN ALEXION PHARMACEUTICAL...Reduce  $26,405
-89.4%
169,000
-92.3%
0.23%
-92.6%
SNDX SYNDAX PHARMACEUTICALS...Add  $26,041
61.3%
1,170,900
7.0%
0.23%
12.3%
SCPH SCPHARMACEUTICALS INC  $25,377
-29.0%
4,797,1480.0%0.22%
-50.6%
HRTX HERON THERAPEUTICS INC  $25,225
42.8%
1,191,8460.0%0.22%
-0.6%
CRVS CORVUS PHARMACEUTICALS...  $24,093
-11.2%
6,767,5840.0%0.21%
-38.2%
SRRA SIERRA ONCOLOGY INC  $23,681
50.2%
1,477,3200.0%0.21%
4.6%
ALC ALCON AG  $23,357
17.1%
351,3800.0%0.20%
-18.5%
FLDM FLUIDIGM CORP DELAdd  $23,354
-11.6%
3,892,346
9.5%
0.20%
-38.4%
NMTR 9 METERS BIOPHARMA INC  $22,091
7.8%
25,716,7550.0%0.19%
-24.9%
PAND PANDION THERAPEUTICS INC  $21,992
29.6%
1,480,9400.0%0.19%
-9.8%
PRTA PROTHENA CORP PLCReduce  $21,587
-39.0%
1,797,458
-49.3%
0.19%
-57.6%
AMGN AMGEN INC  $21,038
-9.5%
91,5000.0%0.18%
-37.0%
OTIC OTONOMY INC  $21,028
59.8%
3,250,0000.0%0.18%
11.2%
MRSN MERSANA THERAPEUTICS INCReduce  $20,579
-16.8%
773,348
-41.8%
0.18%
-42.1%
KDNY CHINOOK THERAPEUTICS INCNew  $19,8251,250,0010.17%
LRMR LARIMAR THERAPEUTICS INC  $18,981
41.1%
886,5600.0%0.17%
-1.7%
TEVA TEVA PHARMACEUTICAL IN...sponsored ads  $18,675
7.1%
1,935,2000.0%0.16%
-25.4%
VRCA VERRICA PHARMACEUTICAL...  $17,032
48.7%
1,479,7330.0%0.15%
3.5%
SYRS SYROS PHARMACEUTICALS INCNew  $16,9531,562,5000.15%
PCVX VAXCYTE INCReduce  $16,746
-47.1%
630,260
-1.6%
0.15%
-63.2%
MIST MILESTONE PHARMACEUTIC...Add  $16,704
491.5%
2,493,109
546.2%
0.15%
311.8%
CMPS COMPASS PATHWAYS PLCsponsored ads  $16,674
36.5%
350,0000.0%0.15%
-5.0%
IMGN IMMUNOGEN INCNew  $16,4732,553,9000.14%
ZYME ZYMEWORKS INCReduce  $14,982
-5.7%
317,002
-7.1%
0.13%
-34.4%
PHGE BIOMX INC  $14,760
0.6%
2,313,4890.0%0.13%
-29.9%
VTGN VISTAGEN THERAPEUTICS INCNew  $14,5507,500,0000.13%
RLAY RELAY THERAPEUTICS INC  $14,546
-2.4%
350,0000.0%0.13%
-32.1%
ACAD ACADIA PHARMACEUTICALS...Add  $14,208
221.9%
265,772
148.4%
0.12%
124.1%
PRAX PRAXIS PRECISION MEDIC...New  $14,063255,6000.12%
ALXO ALX ONCOLOGY HLDGS INCNew  $12,930150,0000.11%
BLU BELLUS HEALTH INC NEWReduce  $12,573
7.2%
4,189,593
-18.4%
0.11%
-25.4%
GILD GILEAD SCIENCES INC  $11,198
-7.8%
192,2000.0%0.10%
-35.8%
AVRO AVROBIO INC  $11,064
7.1%
793,7120.0%0.10%
-25.5%
TARA PROTARA THERAPEUTICS INC  $10,895
43.8%
450,0000.0%0.10%
0.1%
VTRS VIATRIS INCNew  $10,029535,1490.09%
NRIX NURIX THERAPEUTICS INC  $9,864
-5.8%
300,0000.0%0.09%
-34.4%
LUNG PULMONX CORPNew  $8,628125,0000.08%
SRPT SAREPTA THER... SRPTcallNew  $8,52550,0000.07%
SBBP STRONGBRIDGE BIOPHARMA...  $8,479
15.7%
3,489,3690.0%0.07%
-19.4%
INZY INOZYME PHARMA INC  $8,264
-21.5%
400,4000.0%0.07%
-45.3%
NANOBIOTIX SAsponsored adsNew  $8,250500,0000.07%
HCAT HEALTH CATALYST INC  $7,818
18.9%
179,5980.0%0.07%
-17.2%
TCRR TCR2 THERAPEUTICS INCNew  $7,710249,2790.07%
STRO SUTRO BIOPHARMA INCNew  $7,599350,0000.07%
COGT COGENT BIOSCIENCES INCNew  $7,356655,0000.06%
DYN DYNE THERAPEUTICS INC  $7,350
4.0%
350,0000.0%0.06%
-27.6%
OM OUTSET MED INC  $7,105
13.7%
125,0000.0%0.06%
-20.9%
XFOR X4 PHARMACEUTICALS INC  $6,986
-5.0%
1,086,4930.0%0.06%
-33.9%
HSAQ HEALTH SCIENCES ACQ CO...  $6,405
16.5%
500,0000.0%0.06%
-18.9%
AKUS AKOUOS INC  $6,246
-13.3%
315,0000.0%0.05%
-39.6%
EPIX ESSA PHARMA INCReduce  $5,494
-32.4%
460,500
-60.9%
0.05%
-52.9%
4D MOLECULAR THERAPEUT...New  $5,181125,0000.05%
ARPO AERPIO PHARMACEUTICALS...  $5,090
-34.7%
5,193,9460.0%0.04%
-54.5%
SYBX SYNLOGIC INC  $4,385
6.9%
2,029,9960.0%0.04%
-25.6%
FBRX FORTE BIOSCIENCES INCReduce  $3,357
-79.7%
92,200
-72.9%
0.03%
-85.9%
IFRX INFLARX NVReduce  $2,797
-3.3%
556,025
-18.1%
0.02%
-32.6%
908 DEVICES INCNew  $2,27840,0000.02%
SELB SELECTA BIOSCIENCES INCReduce  $1,634
-68.5%
539,169
-74.3%
0.01%
-78.1%
PURPLE BIOTECH LTDsponsored adsNew  $1,319346,1970.01%
CALA CALITHERA BI... CALAputNew  $1,229250,3000.01%
NVUS NOVUS THERAPEUTICS INCNew  $1,10573,6500.01%
BMYRT BRISTOL-MYERS SQUIBB COright 99/99/9999  $276
-69.3%
400,0000.0%0.00%
-78.6%
BLRX BIOLINERX LTDsponsored adsSold out  $0-69,240-0.00%
CALT CALLIDITAS THERAPEUTIC...sponsered adsSold out  $0-17,696-0.01%
MYOV MYOVANT SCIE... MYOVcallSold out  $0-50,000-0.01%
NABRIVA THERAPEUTICS PLCSold out  $0-2,644,600-0.02%
KTOV KITOV PHARMA LTDsponsord ads newSold out  $0-346,197-0.02%
RNA AVIDITY BIOSCIENCES INCSold out  $0-63,860-0.02%
ANAB ANAPTYSBIO INCSold out  $0-180,442-0.03%
OBSV OBSEVA SASold out  $0-1,303,000-0.04%
KYMR KYMERA THERAPEUTICS INCSold out  $0-100,000-0.04%
ARNA ARENA PHARMACEUTICALS INCSold out  $0-66,700-0.06%
MYOV MYOVANT SCIENCES LTDSold out  $0-364,500-0.06%
RCKT ROCKET PHARMACEUTICALS...Sold out  $0-253,108-0.07%
CLDX CELLDEX THERAPEUTICS I...Sold out  $0-625,000-0.12%
ALBO ALBIREO PHARMA INCSold out  $0-328,385-0.14%
ANNX ANNEXON INCSold out  $0-379,947-0.14%
ALXN ALEXION PHAR... ALXNcallSold out  $0-125,000-0.18%
ISEE IVERIC BIO INCSold out  $0-3,411,806-0.24%
NVO NOVO-NORDISK A SadrSold out  $0-330,000-0.29%
PFE PFIZER INC PFEcallSold out  $0-750,000-0.35%
NVUS NOVUS THERAPEUTICS INCSold out  $0-3,183,314-0.68%
EXEL EXELIXIS INCSold out  $0-2,404,100-0.74%
XLRN ACCELERON PHARMA INCSold out  $0-601,066-0.85%