$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SWTX | SPRINGWORKS THERAPEUTICS INC | $353,059,000 | +13.5% | 7,406,307 | 0.0% | 4.44% | +1.3% | |
| TPTX | TURNING POINT THERAPEUTICS I | $239,832,000 | +35.3% | 2,745,327 | 0.0% | 3.01% | +20.8% | |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $218,757,000 | +19.9% | 6,645,100 | 0.0% | 2.75% | +7.1% | |
| MRK | MERCK & CO. INC | $214,766,000 | +7.3% | 2,589,100 | 0.0% | 2.70% | -4.3% | |
| 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% | |
| 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% | |
| HUM | HUMANA INC | $116,013,000 | +6.7% | 280,300 | 0.0% | 1.46% | -4.7% | |
| RPTX | REPARE THERAPEUTICS INC | $105,428,000 | -0.8% | 3,426,325 | 0.0% | 1.32% | -11.4% | |
| DXCM | DEXCOM INC | $93,329,000 | +1.7% | 226,400 | 0.0% | 1.17% | -9.2% | |
| 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% | |
| CNC | CENTENE CORP DEL | $77,911,000 | -8.2% | 1,335,700 | 0.0% | 0.98% | -18.1% | |
| ORIC | ORIC PHARMACEUTICALS INC | $73,078,000 | -25.9% | 2,921,967 | 0.0% | 0.92% | -33.8% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $48,700,000 | +21.9% | 110,300 | 0.0% | 0.61% | +8.7% | |
| CRNX | CRINETICS PHARMACEUTICALS IN | $43,148,000 | -10.6% | 2,753,567 | 0.0% | 0.54% | -20.2% | |
| 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% | |
| PRTA | PROTHENA CORP PLC | $35,409,000 | -4.5% | 3,544,475 | 0.0% | 0.44% | -14.8% | |
| ALPN | ALPINE IMMUNE SCIENCES INC | $32,268,000 | -9.5% | 3,670,955 | 0.0% | 0.41% | -19.1% | |
| HARP | HARPOON THERAPEUTICS INC | $31,189,000 | +2.3% | 1,835,704 | 0.0% | 0.39% | -8.6% | |
| AGLE | AEGLEA BIOTHERAPEUTICS INC | $28,470,000 | -23.4% | 4,015,524 | 0.0% | 0.36% | -31.5% | |
| XENE | XENON PHARMACEUTICALS INC | $27,652,000 | -11.7% | 2,497,917 | 0.0% | 0.35% | -21.1% | |
| 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% | |
| 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% | |
| 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% | |
| SNDX | SYNDAX PHARMACEUTICALS INC | $16,149,000 | -0.4% | 1,094,100 | 0.0% | 0.20% | -11.0% | |
| SRRA | SIERRA ONCOLOGY INC | $15,763,000 | -11.8% | 1,477,320 | 0.0% | 0.20% | -21.4% | |
| PHGE | BIOMX INC | $14,668,000 | +14.9% | 2,313,489 | 0.0% | 0.18% | +2.2% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| HCAT | HEALTH CATALYST INC | $6,573,000 | +25.5% | 179,598 | 0.0% | 0.08% | +12.2% | |
| SELB | SELECTA BIOSCIENCES INC | $5,193,000 | -12.7% | 2,093,869 | 0.0% | 0.06% | -22.6% | |
| ARNA | ARENA PHARMACEUTICALS INC | $4,988,000 | +18.8% | 66,700 | 0.0% | 0.06% | +6.8% | |
| SYBX | SYNLOGIC INC | $4,101,000 | -0.5% | 2,029,996 | 0.0% | 0.05% | -10.3% | |
| IFRX | INFLARX NV | $2,891,000 | -7.2% | 678,525 | 0.0% | 0.04% | -18.2% | |
| CRIS | CURIS INC | $1,453,000 | -3.3% | 1,241,494 | 0.0% | 0.02% | -14.3% | |
| BLRX | BIOLINERX LTDsponsored ads | $114,000 | -3.4% | 69,240 | 0.0% | 0.00% | -50.0% |
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 | 2024-04-26 |
| 4 | 2024-04-23 |
| 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 |
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.