Orbimed Advisors - Q4 2020 holdings

$11.4 Billion is the total value of Orbimed Advisors's 149 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .

 Value Shares↓ Weighting
PRLD  PRELUDE THERAPEUTICS INC$1,115,813,000
+137.5%
15,594,8770.0%9.76%
+65.3%
SWTX  SPRINGWORKS THERAPEUTICS INC$537,105,000
+52.1%
7,406,3070.0%4.70%
+5.9%
PMVP  PMV PHARMACEUTICALS INC$450,894,000
+73.3%
7,330,4230.0%3.95%
+20.6%
TPTX  TURNING POINT THERAPEUTICS I$334,518,000
+39.5%
2,745,3270.0%2.93%
-2.9%
PRVL  PREVAIL THERAPEUTICS INC$318,884,000
+126.6%
13,822,4630.0%2.79%
+57.7%
IOVA  IOVANCE BIOTHERAPEUTICS INC$308,333,000
+40.9%
6,645,1000.0%2.70%
-1.9%
BMY  BRISTOL-MYERS SQUIBB CO$220,151,000
+2.9%
3,549,1000.0%1.93%
-28.4%
HZNP  HORIZON THERAPEUTICS PUB L$220,090,000
-5.8%
3,008,7550.0%1.93%
-34.4%
NTRA  NATERA INC$210,057,000
+37.8%
2,110,7000.0%1.84%
-4.1%
PASG  PASSAGE BIO INC$178,041,000
+95.0%
6,962,8990.0%1.56%
+35.8%
AFIB  ACUTUS MED INC$157,820,000
-3.3%
5,477,9580.0%1.38%
-32.7%
GRAY  GRAYBUG VISION INC$129,889,000
+128.3%
4,475,8470.0%1.14%
+59.0%
NBIX  NEUROCRINE BIOSCIENCES INC$124,769,000
-0.3%
1,301,7150.0%1.09%
-30.6%
KROS  KEROS THERAPEUTICS INC$118,466,000
+82.9%
1,679,4170.0%1.04%
+27.4%
RPTX  REPARE THERAPEUTICS INC$117,523,000
+11.5%
3,426,3250.0%1.03%
-22.4%
TBPH  THERAVANCE BIOPHARMA INC$110,514,000
+20.2%
6,219,1100.0%0.97%
-16.3%
ORIC  ORIC PHARMACEUTICALS INC$98,909,000
+35.3%
2,921,9670.0%0.86%
-5.9%
AGIO  AGIOS PHARMACEUTICALS INC$95,643,000
+23.8%
2,207,3210.0%0.84%
-13.8%
ACET  ADICET BIO INC$94,255,000
+18.2%
6,708,5070.0%0.82%
-17.7%
ISRG  INTUITIVE SURGICAL INC$92,282,000
+15.3%
112,8000.0%0.81%
-19.7%
SRPT  SAREPTA THERAPEUTICS INC$91,902,000
+21.4%
539,0490.0%0.80%
-15.5%
ETNB  89BIO INC$90,887,000
-5.0%
3,729,4420.0%0.80%
-33.9%
SVA  SINOVAC BIOTECH LTD$72,000,000
+163.7%
2,839,5000.0%0.63%
+83.7%
PGNY  PROGYNY INC$71,024,000
+44.0%
1,675,5000.0%0.62%
+0.2%
ATRC  ATRICURE INC$68,373,000
+39.5%
1,228,1890.0%0.60%
-2.9%
TCDA  TRICIDA INC$67,781,000
-22.2%
9,614,2800.0%0.59%
-45.8%
AUPH  AURINIA PHARMACEUTICALS INC$65,748,000
-6.1%
4,754,0000.0%0.58%
-34.7%
DCPH  DECIPHERA PHARMACEUTICALS IN$64,244,000
+11.2%
1,125,7000.0%0.56%
-22.6%
IMRA  IMARA INC$59,974,000
+8.4%
2,719,9020.0%0.52%
-24.5%
CHNG  CHANGE HEALTHCARE INC$57,698,000
+28.5%
3,093,7000.0%0.50%
-10.5%
SYK  STRYKER CORPORATION$57,584,000
+17.6%
235,0000.0%0.50%
-18.0%
TMO  THERMO FISHER SCIENTIFIC INC$51,376,000
+5.5%
110,3000.0%0.45%
-26.5%
TELA  TELA BIO INC$45,534,000
-9.1%
3,027,5420.0%0.40%
-36.7%
SIBN  SI BONE INC$40,918,000
+26.1%
1,368,5000.0%0.36%
-12.3%
VRNA  VERONA PHARMA PLCsponsored ads$39,864,000
+12.2%
5,694,8410.0%0.35%
-21.9%
CRNX  CRINETICS PHARMACEUTICALS IN$38,853,000
-10.0%
2,753,5670.0%0.34%
-37.3%
XENE  XENON PHARMACEUTICALS INC$38,418,000
+38.9%
2,497,9170.0%0.34%
-3.4%
FUSN  FUSION PHARMACEUTICALS INC$37,891,000
-2.2%
3,224,7700.0%0.33%
-31.8%
KALA  KALA PHARMACEUTICALS INC$37,053,000
-9.6%
5,465,0300.0%0.32%
-37.1%
QURE  UNIQURE NV$35,013,000
-1.9%
969,0790.0%0.31%
-31.8%
AGLE  AEGLEA BIOTHERAPEUTICS INC$31,602,000
+11.0%
4,015,5240.0%0.28%
-22.6%
CTIC  CTI BIOPHARMA CORP$30,656,000
+49.8%
9,520,6000.0%0.27%
+4.3%
HARP  HARPOON THERAPEUTICS INC$30,491,000
-2.2%
1,835,7040.0%0.27%
-31.9%
NXTC  NEXTCURE INC$29,550,000
+23.9%
2,711,0130.0%0.26%
-13.7%
IMAB  I MABsponsored ads$28,576,000
+0.3%
606,0700.0%0.25%
-30.2%
SCPH  SCPHARMACEUTICALS INC$25,377,000
-29.0%
4,797,1480.0%0.22%
-50.6%
HRTX  HERON THERAPEUTICS INC$25,225,000
+42.8%
1,191,8460.0%0.22%
-0.5%
CRVS  CORVUS PHARMACEUTICALS INC$24,093,000
-11.2%
6,767,5840.0%0.21%
-38.1%
SRRA  SIERRA ONCOLOGY INC$23,681,000
+50.2%
1,477,3200.0%0.21%
+4.5%
ALC  ALCON AG$23,357,000
+17.1%
351,3800.0%0.20%
-18.7%
NMTR  9 METERS BIOPHARMA INC$22,091,000
+7.8%
25,716,7550.0%0.19%
-25.2%
PAND  PANDION THERAPEUTICS INC$21,992,000
+29.6%
1,480,9400.0%0.19%
-9.9%
AMGN  AMGEN INC$21,038,000
-9.5%
91,5000.0%0.18%
-37.0%
OTIC  OTONOMY INC$21,028,000
+59.8%
3,250,0000.0%0.18%
+11.5%
LRMR  LARIMAR THERAPEUTICS INC$18,981,000
+41.1%
886,5600.0%0.17%
-1.8%
TEVA  TEVA PHARMACEUTICAL INDS LTDsponsored ads$18,675,000
+7.1%
1,935,2000.0%0.16%
-25.6%
VRCA  VERRICA PHARMACEUTICALS INC$17,032,000
+48.7%
1,479,7330.0%0.15%
+3.5%
CMPS  COMPASS PATHWAYS PLCsponsored ads$16,674,000
+36.5%
350,0000.0%0.15%
-5.2%
PHGE  BIOMX INC$14,760,000
+0.6%
2,313,4890.0%0.13%
-29.9%
RLAY  RELAY THERAPEUTICS INC$14,546,000
-2.4%
350,0000.0%0.13%
-32.1%
GILD  GILEAD SCIENCES INC$11,198,000
-7.8%
192,2000.0%0.10%
-35.9%
AVRO  AVROBIO INC$11,064,000
+7.1%
793,7120.0%0.10%
-25.4%
TARA  PROTARA THERAPEUTICS INC$10,895,000
+43.8%
450,0000.0%0.10%0.0%
NRIX  NURIX THERAPEUTICS INC$9,864,000
-5.8%
300,0000.0%0.09%
-34.8%
SBBP  STRONGBRIDGE BIOPHARMA PLC$8,479,000
+15.7%
3,489,3690.0%0.07%
-19.6%
INZY  INOZYME PHARMA INC$8,264,000
-21.5%
400,4000.0%0.07%
-45.5%
HCAT  HEALTH CATALYST INC$7,818,000
+18.9%
179,5980.0%0.07%
-18.1%
DYN  DYNE THERAPEUTICS INC$7,350,000
+4.0%
350,0000.0%0.06%
-28.1%
OM  OUTSET MED INC$7,105,000
+13.7%
125,0000.0%0.06%
-21.5%
XFOR  X4 PHARMACEUTICALS INC$6,986,000
-5.0%
1,086,4930.0%0.06%
-33.7%
HSAQ  HEALTH SCIENCES ACQ CORP 2$6,405,000
+16.5%
500,0000.0%0.06%
-18.8%
AKUS  AKOUOS INC$6,246,000
-13.3%
315,0000.0%0.06%
-39.6%
ARPO  AERPIO PHARMACEUTICALS INC$5,090,000
-34.7%
5,193,9460.0%0.04%
-54.1%
SYBX  SYNLOGIC INC$4,385,000
+6.9%
2,029,9960.0%0.04%
-26.9%
BMYRT  BRISTOL-MYERS SQUIBB COright 99/99/9999$276,000
-69.3%
400,0000.0%0.00%
-81.8%
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-16
Signatures

The EDGAR filing(s) were signed by:

About Orbimed Advisors

Orbimed Advisors is a leading healthcare-focused investment firm that manages over $16 billion in assets. The firm was founded in 1998 by Samuel Isaly, who has over 50 years of experience in the healthcare industry. Isaly is widely regarded as a pioneer in the field of healthcare investing and has been recognized for his contributions to the industry by numerous organizations.

Orbimed Advisors has a team of over 100 professionals, including investment professionals, research analysts, and operational experts. The firm has offices in New York, San Francisco, Shanghai, and Mumbai, and invests in companies across the healthcare spectrum, including biotechnology, pharmaceuticals, medical devices, and healthcare services.

The firm's investment philosophy is based on a deep understanding of the healthcare industry and a rigorous approach to due diligence. Orbimed Advisors seeks to identify companies with innovative technologies and strong management teams that have the potential to transform the healthcare landscape.

Orbimed Advisors has a strong track record of success, with numerous successful investments in companies such as Juno Therapeutics, Spark Therapeutics, and Kite Pharma. The firm's leadership team, which includes CEO Sven Borho, COO Jonathan Silverstein, and Chief Investment Officer Carl Gordon, has decades of experience in the healthcare industry and is widely respected for their expertise and insights.

Overall, Orbimed Advisors is a leading healthcare investment firm that has a proven track record of success and a deep understanding of the healthcare industry. Investors looking to gain exposure to the healthcare sector may want to consider Orbimed Advisors as a potential investment opportunity.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
BIOGEN INC42Q3 20235.0%
VERTEX PHARMACEUTICALS INC42Q3 20233.7%
THERMO FISHER SCIENTIFIC INC42Q3 20233.2%
SINOVAC BIOTECH LTD41Q3 20237.2%
NEUROCRINE BIOSCIENCES INC41Q3 20232.7%
BOSTON SCIENTIFIC CORP40Q3 20235.6%
BRISTOL-MYERS SQUIBB CO40Q2 20235.2%
AMGEN INC40Q3 20235.5%
INTUITIVE SURGICAL INC40Q3 20233.8%
GILEAD SCIENCES INC39Q3 20235.5%

View Orbimed Advisors's complete holdings history.

Latest significant ownerships (13-D/G)
Orbimed Advisors Q4 2020 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Ikena Oncology, Inc.September 21, 20232,189,1115.2%
Galecto, Inc.September 18, 2023749,5572.8%
PMV Pharmaceuticals, Inc.August 23, 20236,563,07713.5%
Gracell Biotechnologies Inc.August 11, 20237,641,5318.0%
Xtant Medical Holdings, Inc.August 03, 202373,114,59256.7%
Turnstone Biologics Corp.July 24, 20233,099,26513.4%
Passage BIO, Inc.June 29, 20238,034,00014.7%
Prelude Therapeutics IncMay 24, 202315,716,64228.6%
VectivBio Holding AGMay 24, 20235,156,5617.7%
Fusion Pharmaceuticals Inc.May 16, 20232,930,6704.6%

View Orbimed Advisors's complete significant-ownership history.

Latest filings
TypeFiled
32024-03-27
SC 13D/A2024-03-22
SC 13D/A2024-03-21
SC 13D/A2024-03-08
1442024-03-04
SC 13D/A2024-02-21
13F-HR2024-02-14
42024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14

View Orbimed Advisors's complete filings history.

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