$7.96 Billion is the total value of Orbimed Advisors's 143 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 38.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PRLD | New | PRELUDE THERAPEUTICS INC | $469,874,000 | – | 15,594,877 | +100.0% | 5.91% | – |
| SWTX | SPRINGWORKS THERAPEUTICS INC | $353,059,000 | +13.5% | 7,406,307 | 0.0% | 4.44% | +1.3% | |
| PMVP | New | PMV PHARMACEUTICALS INC | $260,230,000 | – | 7,330,423 | +100.0% | 3.27% | – |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $249,972,000 | +3.3% | 2,184,500 | +1.3% | 3.14% | -7.8% |
| TPTX | TURNING POINT THERAPEUTICS I | $239,832,000 | +35.3% | 2,745,327 | 0.0% | 3.01% | +20.8% | |
| HZNP | Buy | HORIZON THERAPEUTICS PUB L | $233,720,000 | +46.6% | 3,008,755 | +4.9% | 2.94% | +30.9% |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $218,757,000 | +19.9% | 6,645,100 | 0.0% | 2.75% | +7.1% | |
| MRTX | Sell | MIRATI THERAPEUTICS INC | $218,688,000 | +44.7% | 1,317,000 | -0.5% | 2.75% | +29.2% |
| MRK | MERCK & CO. INC | $214,766,000 | +7.3% | 2,589,100 | 0.0% | 2.70% | -4.3% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $213,975,000 | +26.3% | 3,549,100 | +23.1% | 2.69% | +12.7% |
| BIIB | BIOGEN INC | $203,087,000 | +6.0% | 715,900 | 0.0% | 2.55% | -5.3% | |
| BSX | BOSTON SCIENTIFIC CORP | $185,215,000 | +8.8% | 4,847,300 | 0.0% | 2.33% | -2.8% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $181,259,000 | -6.3% | 666,100 | 0.0% | 2.28% | -16.3% | |
| AFIB | New | ACUTUS MED INC | $163,243,000 | – | 5,477,958 | +100.0% | 2.05% | – |
| NTRA | Sell | NATERA INC | $152,477,000 | -5.6% | 2,110,700 | -34.9% | 1.92% | -15.8% |
| PRVL | PREVAIL THERAPEUTICS INC | $140,713,000 | -31.7% | 13,822,463 | 0.0% | 1.77% | -39.0% | |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $136,944,000 | -3.1% | 4,673,850 | 0.0% | 1.72% | -13.5% | |
| NBIX | Buy | NEUROCRINE BIOSCIENCES INC | $125,173,000 | -13.5% | 1,301,715 | +9.8% | 1.57% | -22.8% |
| BNR | Buy | BURNING ROCK BIOTECH LTDsponsored ads | $119,032,000 | -7.1% | 4,746,075 | +0.0% | 1.50% | -17.1% |
| HUM | HUMANA INC | $116,013,000 | +6.7% | 280,300 | 0.0% | 1.46% | -4.7% | |
| ASND | Sell | ASCENDIS PHARMA A/Ssponsored adr | $113,348,000 | -51.0% | 734,500 | -53.0% | 1.42% | -56.2% |
| RPTX | REPARE THERAPEUTICS INC | $105,428,000 | -0.8% | 3,426,325 | 0.0% | 1.32% | -11.4% | |
| ETNB | Sell | 89BIO INC | $95,697,000 | +19.9% | 3,729,442 | -6.9% | 1.20% | +7.0% |
| DXCM | DEXCOM INC | $93,329,000 | +1.7% | 226,400 | 0.0% | 1.17% | -9.2% | |
| TBPH | Buy | THERAVANCE BIOPHARMA INC | $91,950,000 | +71.5% | 6,219,110 | +143.5% | 1.16% | +53.1% |
| PASG | PASSAGE BIO INC | $91,284,000 | -52.0% | 6,962,899 | 0.0% | 1.15% | -57.2% | |
| TCDA | TRICIDA INC | $87,105,000 | -67.0% | 9,614,280 | 0.0% | 1.10% | -70.6% | |
| ISRG | INTUITIVE SURGICAL INC | $80,036,000 | +24.5% | 112,800 | 0.0% | 1.01% | +11.2% | |
| ACET | New | ADICET BIO INC | $79,764,000 | – | 6,708,507 | +100.0% | 1.00% | – |
| CNC | CENTENE CORP DEL | $77,911,000 | -8.2% | 1,335,700 | 0.0% | 0.98% | -18.1% | |
| AGIO | Buy | AGIOS PHARMACEUTICALS INC | $77,256,000 | -16.4% | 2,207,321 | +27.7% | 0.97% | -25.4% |
| SRPT | Sell | SAREPTA THERAPEUTICS INC | $75,699,000 | -15.6% | 539,049 | -3.7% | 0.95% | -24.7% |
| ORIC | ORIC PHARMACEUTICALS INC | $73,078,000 | -25.9% | 2,921,967 | 0.0% | 0.92% | -33.8% | |
| AUPH | Buy | AURINIA PHARMACEUTICALS INC | $70,026,000 | +260.2% | 4,754,000 | +297.4% | 0.88% | +221.2% |
| XLRN | Buy | ACCELERON PHARMA INC | $67,638,000 | +456.8% | 601,066 | +371.4% | 0.85% | +397.1% |
| KROS | KEROS THERAPEUTICS INC | $64,775,000 | +2.8% | 1,679,417 | 0.0% | 0.81% | -8.2% | |
| EXEL | EXELIXIS INC | $58,780,000 | +3.0% | 2,404,100 | 0.0% | 0.74% | -8.1% | |
| LOGC | LOGICBIO THERAPEUTICS INC | $58,718,000 | +7.3% | 6,466,783 | 0.0% | 0.74% | -4.2% | |
| DCPH | DECIPHERA PHARMACEUTICALS IN | $57,748,000 | -14.1% | 1,125,700 | 0.0% | 0.73% | -23.3% | |
| GRAY | New | GRAYBUG VISION INC | $56,888,000 | – | 4,475,847 | +100.0% | 0.72% | – |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $56,393,000 | +53.8% | 706,500 | +33.2% | 0.71% | +37.4% |
| IMRA | IMARA INC | $55,323,000 | -26.4% | 2,719,902 | 0.0% | 0.70% | -34.3% | |
| NVUS | NOVUS THERAPEUTICS INC | $54,435,000 | +3631.0% | 3,183,314 | 0.0% | 0.68% | +3157.1% | |
| NSTG | Sell | NANOSTRING TECHNOLOGIES INC | $52,885,000 | +51.1% | 1,183,100 | -0.8% | 0.66% | +34.9% |
| CRSP | Sell | CRISPR THERAPEUTICS AGnamen akt | $52,694,000 | +2.8% | 630,004 | -9.7% | 0.66% | -8.3% |
| EHTH | EHEALTH INC | $50,446,000 | -19.6% | 638,558 | 0.0% | 0.63% | -28.2% | |
| TELA | TELA BIO INC | $50,076,000 | +27.6% | 3,027,542 | 0.0% | 0.63% | +13.9% | |
| PGNY | Buy | PROGYNY INC | $49,310,000 | +460.3% | 1,675,500 | +391.3% | 0.62% | +400.0% |
| MGTX | MEIRAGTX HLDGS PLC | $49,171,000 | +5.8% | 3,713,820 | 0.0% | 0.62% | -5.6% | |
| ATRC | ATRICURE INC | $49,005,000 | -11.2% | 1,228,189 | 0.0% | 0.62% | -20.7% | |
| SYK | New | STRYKER CORPORATION | $48,967,000 | – | 235,000 | +100.0% | 0.62% | – |
| TMO | THERMO FISHER SCIENTIFIC INC | $48,700,000 | +21.9% | 110,300 | 0.0% | 0.61% | +8.7% | |
| ATNX | Sell | ATHENEX INC | $48,133,000 | -12.8% | 3,977,950 | -0.8% | 0.60% | -22.1% |
| ADVM | Buy | ADVERUM BIOTECHNOLOGIES INC | $47,219,000 | -31.3% | 4,584,344 | +39.3% | 0.59% | -38.7% |
| CHNG | New | CHANGE HEALTHCARE INC | $44,890,000 | – | 3,093,700 | +100.0% | 0.56% | – |
| CRNX | CRINETICS PHARMACEUTICALS IN | $43,148,000 | -10.6% | 2,753,567 | 0.0% | 0.54% | -20.2% | |
| KALA | Buy | KALA PHARMACEUTICALS INC | $40,988,000 | -27.8% | 5,465,030 | +1.2% | 0.52% | -35.5% |
| ABBV | ABBVIE INC | $40,642,000 | -10.8% | 464,000 | 0.0% | 0.51% | -20.3% | |
| FUSN | FUSION PHARMACEUTICALS INC | $38,762,000 | -31.2% | 3,224,770 | 0.0% | 0.49% | -38.6% | |
| SCPH | SCPHARMACEUTICALS INC | $35,739,000 | +1.2% | 4,797,148 | 0.0% | 0.45% | -9.7% | |
| QURE | UNIQURE NV | $35,691,000 | -18.3% | 969,079 | 0.0% | 0.45% | -27.0% | |
| VRNA | Buy | VERONA PHARMA PLCsponsored ads | $35,536,000 | +507.2% | 5,694,841 | +355.4% | 0.45% | +445.1% |
| PRTA | PROTHENA CORP PLC | $35,409,000 | -4.5% | 3,544,475 | 0.0% | 0.44% | -14.8% | |
| ACHC | Sell | ACADIA HEALTHCARE COMPANY IN | $32,854,000 | -5.2% | 1,114,466 | -19.3% | 0.41% | -15.4% |
| SIBN | Sell | SI BONE INC | $32,461,000 | +47.4% | 1,368,500 | -0.9% | 0.41% | +31.6% |
| ALPN | ALPINE IMMUNE SCIENCES INC | $32,268,000 | -9.5% | 3,670,955 | 0.0% | 0.41% | -19.1% | |
| APLT | Buy | APPLIED THERAPEUTICS INC | $32,109,000 | -27.1% | 1,546,687 | +27.0% | 0.40% | -34.8% |
| PCVX | Sell | VAXCYTE INC | $31,641,000 | +17.8% | 640,760 | -24.6% | 0.40% | +5.3% |
| HARP | HARPOON THERAPEUTICS INC | $31,189,000 | +2.3% | 1,835,704 | 0.0% | 0.39% | -8.6% | |
| ALEC | Sell | ALECTOR INC | $28,711,000 | -80.3% | 2,725,313 | -54.4% | 0.36% | -82.4% |
| AGLE | AEGLEA BIOTHERAPEUTICS INC | $28,470,000 | -23.4% | 4,015,524 | 0.0% | 0.36% | -31.5% | |
| IMAB | New | I MABsponsored ads | $28,503,000 | – | 606,070 | +100.0% | 0.36% | – |
| XENE | XENON PHARMACEUTICALS INC | $27,652,000 | -11.7% | 2,497,917 | 0.0% | 0.35% | -21.1% | |
| PFE | New | PFIZER INCcall | $27,525,000 | – | 750,000 | +100.0% | 0.35% | – |
| SVA | SINOVAC BIOTECH LTD | $27,300,000 | +7.1% | 2,839,500 | 0.0% | 0.34% | -4.5% | |
| CRVS | CORVUS PHARMACEUTICALS INC | $27,138,000 | +47.4% | 6,767,584 | 0.0% | 0.34% | +31.7% | |
| ARCT | Buy | ARCTURUS THERAPEUTICS HLDGS | $26,537,000 | +137.4% | 618,586 | +158.6% | 0.33% | +112.7% |
| FLDM | Buy | FLUIDIGM CORP DEL | $26,404,000 | +126.5% | 3,553,703 | +22.2% | 0.33% | +102.4% |
| MRSN | Sell | MERSANA THERAPEUTICS INC | $24,743,000 | -44.6% | 1,328,852 | -30.4% | 0.31% | -50.6% |
| NXTC | NEXTCURE INC | $23,857,000 | -59.0% | 2,711,013 | 0.0% | 0.30% | -63.3% | |
| AMGN | AMGEN INC | $23,256,000 | +7.8% | 91,500 | 0.0% | 0.29% | -3.9% | |
| NVO | NOVO-NORDISK A Sadr | $22,912,000 | +6.0% | 330,000 | 0.0% | 0.29% | -5.3% | |
| NMTR | 9 METERS BIOPHARMA INC | $20,489,000 | +40.4% | 25,716,755 | 0.0% | 0.26% | +25.9% | |
| CTIC | CTI BIOPHARMA CORP | $20,469,000 | +85.3% | 9,520,600 | 0.0% | 0.26% | +65.8% | |
| ALC | ALCON AG | $19,945,000 | -1.1% | 351,380 | 0.0% | 0.25% | -11.6% | |
| ISEE | Buy | IVERIC BIO INC | $19,243,000 | +16.1% | 3,411,806 | +5.0% | 0.24% | +3.9% |
| OSH | New | OAK STR HEALTH INC | $17,870,000 | – | 334,400 | +100.0% | 0.22% | – |
| Buy | TRILLIUM THERAPEUTICS INC | $17,799,000 | +81.7% | 1,252,600 | +3.4% | 0.22% | +62.3% | |
| HRTX | Buy | HERON THERAPEUTICS INC | $17,663,000 | +81.8% | 1,191,846 | +80.5% | 0.22% | +62.0% |
| FLXN | FLEXION THERAPEUTICS INC | $17,530,000 | -20.8% | 1,684,000 | 0.0% | 0.22% | -29.5% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $17,436,000 | -26.9% | 1,935,200 | 0.0% | 0.22% | -34.8% | |
| GH | New | GUARDANT HEALTH INC | $17,248,000 | – | 154,300 | +100.0% | 0.22% | – |
| PAND | New | PANDION THERAPEUTICS INC | $16,972,000 | – | 1,480,940 | +100.0% | 0.21% | – |
| FBRX | Sell | FORTE BIOSCIENCES INC | $16,517,000 | +19.2% | 340,480 | -64.2% | 0.21% | +6.7% |
| SNDX | SYNDAX PHARMACEUTICALS INC | $16,149,000 | -0.4% | 1,094,100 | 0.0% | 0.20% | -11.0% | |
| ZYME | Sell | ZYMEWORKS INC | $15,889,000 | -24.4% | 341,102 | -41.4% | 0.20% | -32.4% |
| SRRA | SIERRA ONCOLOGY INC | $15,763,000 | -11.8% | 1,477,320 | 0.0% | 0.20% | -21.4% | |
| RLAY | New | RELAY THERAPEUTICS INC | $14,907,000 | – | 350,000 | +100.0% | 0.19% | – |
| PHGE | BIOMX INC | $14,668,000 | +14.9% | 2,313,489 | 0.0% | 0.18% | +2.2% | |
| ALXN | Buy | ALEXION PHARMACEUTICALS INCcall | $14,304,000 | +27.4% | 125,000 | +25.0% | 0.18% | +13.9% |
| LRMR | Sell | LARIMAR THERAPEUTICS INC | $13,449,000 | +12.1% | 886,560 | -5.1% | 0.17% | 0.0% |
| OTIC | New | OTONOMY INC | $13,163,000 | – | 3,250,000 | +100.0% | 0.16% | – |
| CMPS | New | COMPASS PATHWAYS PLCsponsored ads | $12,215,000 | – | 350,000 | +100.0% | 0.15% | – |
| GILD | GILEAD SCIENCES INC | $12,145,000 | -17.9% | 192,200 | 0.0% | 0.15% | -26.4% | |
| BLU | BELLUS HEALTH INC NEW | $11,728,000 | -77.9% | 5,137,216 | 0.0% | 0.15% | -80.3% | |
| VRCA | VERRICA PHARMACEUTICALS INC | $11,453,000 | -29.7% | 1,479,733 | 0.0% | 0.14% | -37.1% | |
| ANNX | New | ANNEXON INC | $11,486,000 | – | 379,947 | +100.0% | 0.14% | – |
| ALBO | New | ALBIREO PHARMA INC | $10,958,000 | – | 328,385 | +100.0% | 0.14% | – |
| INZY | New | INOZYME PHARMA INC | $10,527,000 | – | 400,400 | +100.0% | 0.13% | – |
| NRIX | New | NURIX THERAPEUTICS INC | $10,473,000 | – | 300,000 | +100.0% | 0.13% | – |
| AVRO | AVROBIO INC | $10,334,000 | -25.4% | 793,712 | 0.0% | 0.13% | -33.3% | |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $9,269,000 | +14.1% | 625,000 | 0.0% | 0.12% | +2.6% | |
| EPIX | Sell | ESSA PHARMA INC | $8,125,000 | -11.0% | 1,177,483 | -20.0% | 0.10% | -20.3% |
| ARPO | AERPIO PHARMACEUTICALS INC | $7,791,000 | +20.0% | 5,193,946 | 0.0% | 0.10% | +7.7% | |
| XTNT | XTANT MED HLDGS INC | $7,618,000 | -8.5% | 9,248,678 | 0.0% | 0.10% | -17.9% | |
| TARA | New | PROTARA THERAPEUTICS INC | $7,574,000 | – | 450,000 | +100.0% | 0.10% | – |
| SBBP | New | STRONGBRIDGE BIOPHARMA PLC | $7,328,000 | – | 3,489,369 | +100.0% | 0.09% | – |
| XFOR | X4 PHARMACEUTICALS INC | $7,356,000 | -27.4% | 1,086,493 | 0.0% | 0.09% | -35.7% | |
| AKUS | AKOUOS INC | $7,204,000 | +1.6% | 315,000 | 0.0% | 0.09% | -9.0% | |
| DYN | New | DYNE THERAPEUTICS INC | $7,067,000 | – | 350,000 | +100.0% | 0.09% | – |
| HCAT | HEALTH CATALYST INC | $6,573,000 | +25.5% | 179,598 | 0.0% | 0.08% | +12.2% | |
| OM | New | OUTSET MED INC | $6,250,000 | – | 125,000 | +100.0% | 0.08% | – |
| RCKT | Sell | ROCKET PHARMACEUTICALS INC | $5,786,000 | -27.7% | 253,108 | -33.8% | 0.07% | -35.4% |
| HSAQ | New | HEALTH SCIENCES ACQ CORP 2 | $5,500,000 | – | 500,000 | +100.0% | 0.07% | – |
| Sell | APTOSE BIOSCIENCES INC | $5,385,000 | -10.2% | 897,541 | -5.6% | 0.07% | -19.0% | |
| SELB | SELECTA BIOSCIENCES INC | $5,193,000 | -12.7% | 2,093,869 | 0.0% | 0.06% | -22.6% | |
| MYOV | New | MYOVANT SCIENCES LTD | $5,121,000 | – | 364,500 | +100.0% | 0.06% | – |
| ARNA | ARENA PHARMACEUTICALS INC | $4,988,000 | +18.8% | 66,700 | 0.0% | 0.06% | +6.8% | |
| ACAD | New | ACADIA PHARMACEUTICALS INC | $4,414,000 | – | 107,000 | +100.0% | 0.06% | – |
| SYBX | SYNLOGIC INC | $4,101,000 | -0.5% | 2,029,996 | 0.0% | 0.05% | -10.3% | |
| KYMR | New | KYMERA THERAPEUTICS INC | $3,231,000 | – | 100,000 | +100.0% | 0.04% | – |
| OBSV | Sell | OBSEVA SA | $3,231,000 | -78.9% | 1,303,000 | -50.0% | 0.04% | -81.0% |
| IFRX | INFLARX NV | $2,891,000 | -7.2% | 678,525 | 0.0% | 0.04% | -18.2% | |
| MIST | New | MILESTONE PHARMACEUTICALS IN | $2,824,000 | – | 385,791 | +100.0% | 0.04% | – |
| ANAB | Sell | ANAPTYSBIO INC | $2,662,000 | -68.3% | 180,442 | -52.0% | 0.03% | -72.0% |
| RNA | Sell | AVIDITY BIOSCIENCES INC | $1,798,000 | -68.2% | 63,860 | -68.1% | 0.02% | -71.2% |
| KTOV | New | KITOV PHARMA LTDsponsord ads new | $1,527,000 | – | 346,197 | +100.0% | 0.02% | – |
| Sell | NABRIVA THERAPEUTICS PLC | $1,410,000 | -55.0% | 2,644,600 | -43.1% | 0.02% | -59.1% | |
| CRIS | CURIS INC | $1,453,000 | -3.3% | 1,241,494 | 0.0% | 0.02% | -14.3% | |
| BMYRT | Buy | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $900,000 | -28.2% | 400,000 | +14.3% | 0.01% | -38.9% |
| MYOV | New | MYOVANT SCIENCES LTDcall | $703,000 | – | 50,000 | +100.0% | 0.01% | – |
| CALT | Sell | CALLIDITAS THERAPEUTICS ABsponsered ads | $425,000 | -91.9% | 17,696 | -92.1% | 0.01% | -93.2% |
| BLRX | BIOLINERX LTDsponsored ads | $114,000 | -3.4% | 69,240 | 0.0% | 0.00% | -50.0% | |
| ARVN | Exit | ARVINAS INC | $0 | – | -29,400 | -100.0% | -0.01% | – |
| MNLO | Exit | MENLO THERAPEUTICS INC | $0 | – | -593,883 | -100.0% | -0.01% | – |
| NTLA | Exit | INTELLIA THERAPEUTICS INC | $0 | – | -137,100 | -100.0% | -0.04% | – |
| CRBP | Exit | CORBUS PHARMACEUTICALS HLDGSput | $0 | – | -350,000 | -100.0% | -0.04% | – |
| ARWR | Exit | ARROWHEAD PHARMACEUTICALS IN | $0 | – | -68,100 | -100.0% | -0.04% | – |
| KTOV | Exit | KITOV PHARMA LTDsponsored ads | $0 | – | -3,461,983 | -100.0% | -0.05% | – |
| AGIO | Exit | AGIOS PHARMACEUTICALS INCcall | $0 | – | -100,000 | -100.0% | -0.08% | – |
| RCUS | Exit | ARCUS BIOSCIENCES INC | $0 | – | -220,350 | -100.0% | -0.08% | – |
| IGMS | Exit | IGM BIOSCIENCES INC | $0 | – | -80,760 | -100.0% | -0.08% | – |
| TXG | Exit | 10X GENOMICS INC | $0 | – | -92,700 | -100.0% | -0.12% | – |
| IMVT | Exit | IMMUNOVANT INC | $0 | – | -354,575 | -100.0% | -0.12% | – |
| ABBV | Exit | ABBVIE INCcall | $0 | – | -100,000 | -100.0% | -0.14% | – |
| TORC | Exit | RESTORBIO INC | $0 | – | -4,830,387 | -100.0% | -0.15% | – |
| GNMK | Exit | GENMARK DIAGNOSTICS INC | $0 | – | -732,000 | -100.0% | -0.15% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -30,900 | -100.0% | -0.27% | – |
| BFYT | Exit | BENEFYTT TECHNOLOGIES INC | $0 | – | -962,900 | -100.0% | -0.28% | – |
| IQV | Exit | IQVIA HLDGS INC | $0 | – | -175,000 | -100.0% | -0.35% | – |
| IMMU | Exit | IMMUNOMEDICS INC | $0 | – | -757,900 | -100.0% | -0.38% | – |
| INSP | Exit | INSPIRE MED SYS INC | $0 | – | -347,000 | -100.0% | -0.42% | – |
| SLQT | Exit | SELECTQUOTE INC | $0 | – | -1,255,000 | -100.0% | -0.45% | – |
| GKOS | Exit | GLAUKOS CORP | $0 | – | -1,211,000 | -100.0% | -0.66% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -439,700 | -100.0% | -1.16% | – |
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 2020-11-16
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
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BIOGEN INC | 42 | Q3 2023 | 5.0% |
| VERTEX PHARMACEUTICALS INC | 42 | Q3 2023 | 3.7% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 3.2% |
| SINOVAC BIOTECH LTD | 41 | Q3 2023 | 7.2% |
| NEUROCRINE BIOSCIENCES INC | 41 | Q3 2023 | 2.7% |
| BOSTON SCIENTIFIC CORP | 40 | Q3 2023 | 5.6% |
| BRISTOL-MYERS SQUIBB CO | 40 | Q2 2023 | 5.2% |
| AMGEN INC | 40 | Q3 2023 | 5.5% |
| INTUITIVE SURGICAL INC | 40 | Q3 2023 | 3.8% |
| GILEAD SCIENCES INC | 39 | Q3 2023 | 5.5% |
View Orbimed Advisors's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Ikena Oncology, Inc. | September 21, 2023 | 2,189,111 | 5.2% |
| Galecto, Inc. | September 18, 2023 | 749,557 | 2.8% |
| PMV Pharmaceuticals, Inc. | August 23, 2023 | 6,563,077 | 13.5% |
| Gracell Biotechnologies Inc. | August 11, 2023 | 7,641,531 | 8.0% |
| Xtant Medical Holdings, Inc. | August 03, 2023 | 73,114,592 | 56.7% |
| Turnstone Biologics Corp. | July 24, 2023 | 3,099,265 | 13.4% |
| Prelude Therapeutics Inc | May 24, 2023 | 15,716,642 | 28.6% |
| VectivBio Holding AG | May 24, 2023 | 5,156,561 | 7.7% |
| Fusion Pharmaceuticals Inc. | May 16, 2023 | 2,930,670 | 4.6% |
| Verona Pharma plc | May 16, 2023 | 3,777,778 | 4.8% |
View Orbimed Advisors's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 4 | 2024-04-18 |
| 4 | 2024-04-15 |
| 3/A | 2024-04-12 |
| SC 13D/A | 2024-04-12 |
| 4 | 2024-04-05 |
| SC 13D/A | 2024-04-04 |
| 3 | 2024-04-03 |
| SC 13D | 2024-03-28 |
| 3 | 2024-03-27 |
| SC 13D/A | 2024-03-22 |
View Orbimed Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.