$4.72 Billion is the total value of Orbimed Advisors's 127 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMGN | New | AMGEN INC | $258,430,000 | – | 2,619,400 | +100.0% | 5.48% | – |
| GILD | New | GILEAD SCIENCES INC | $247,214,000 | – | 4,821,800 | +100.0% | 5.24% | – |
| BIIB | New | BIOGEN IDEC INC | $220,752,000 | – | 1,025,800 | +100.0% | 4.68% | – |
| MRK | New | MERCK & CO INC NEW | $191,625,000 | – | 4,125,400 | +100.0% | 4.06% | – |
| MYL | New | MYLAN INC | $154,747,000 | – | 4,987,000 | +100.0% | 3.28% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $151,149,000 | – | 1,786,000 | +100.0% | 3.20% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $148,460,000 | – | 3,322,000 | +100.0% | 3.15% | – |
| CELG | New | CELGENE CORP | $144,634,000 | – | 1,236,400 | +100.0% | 3.07% | – |
| PFE | New | PFIZER INC | $137,341,000 | – | 4,903,300 | +100.0% | 2.91% | – |
| ILMN | New | ILLUMINA INC | $123,621,000 | – | 1,651,800 | +100.0% | 2.62% | – |
| INCY | New | INCYTE CORP | $123,332,000 | – | 5,606,000 | +100.0% | 2.61% | – |
| HCA | New | HCA HOLDINGS INC | $121,389,000 | – | 3,366,300 | +100.0% | 2.57% | – |
| ESRX | New | EXPRESS SCRIPTS HLDG CO | $117,749,000 | – | 1,907,170 | +100.0% | 2.50% | – |
| ONXX | New | ONYX PHARMACEUTICALS INC | $102,014,000 | – | 1,175,000 | +100.0% | 2.16% | – |
| V107SC | New | WELLPOINT INC | $97,144,000 | – | 1,187,000 | +100.0% | 2.06% | – |
| AET | New | AETNA INC NEW | $96,517,000 | – | 1,519,000 | +100.0% | 2.05% | – |
| ICPT | New | INTERCEPT PHARMACEUTICALS IN | $96,434,000 | – | 2,150,634 | +100.0% | 2.04% | – |
| PODD | New | INSULET CORP | $95,753,000 | – | 3,048,500 | +100.0% | 2.03% | – |
| PFE | New | PFIZER INCcall | $90,696,000 | – | 3,238,000 | +100.0% | 1.92% | – |
| ACT | New | ACTAVIS INC | $82,447,000 | – | 653,200 | +100.0% | 1.75% | – |
| A | New | AGILENT TECHNOLOGIES INC | $79,277,000 | – | 1,854,000 | +100.0% | 1.68% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $79,100,000 | – | 1,208,000 | +100.0% | 1.68% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $78,955,000 | – | 351,100 | +100.0% | 1.67% | – |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $74,758,000 | – | 1,341,200 | +100.0% | 1.58% | – |
| ABBV | New | ABBVIE INC | $73,461,000 | – | 1,777,000 | +100.0% | 1.56% | – |
| INFI | New | INFINITY PHARMACEUTICALS INC | $73,201,000 | – | 4,520,800 | +100.0% | 1.55% | – |
| MDVN | New | MEDIVATION INC | $72,427,000 | – | 1,472,100 | +100.0% | 1.54% | – |
| EXAS | New | EXACT SCIENCES CORP | $65,403,000 | – | 4,701,900 | +100.0% | 1.39% | – |
| IPXL | New | IMPAX LABORATORIES INC | $65,010,000 | – | 3,260,600 | +100.0% | 1.38% | – |
| MOH | New | MOLINA HEALTHCARE INC | $61,905,000 | – | 1,665,000 | +100.0% | 1.31% | – |
| WCRX | New | WARNER CHILCOTT PLC IRELAND | $54,811,000 | – | 2,753,100 | +100.0% | 1.16% | – |
| SPY | New | SPDR S&P 500 ETF TRput | $48,126,000 | – | 300,000 | +100.0% | 1.02% | – |
| NXTM | New | NXSTAGE MEDICAL INC | $45,997,000 | – | 3,221,100 | +100.0% | 0.98% | – |
| ATRS | New | ANTARES PHARMA INC | $38,268,000 | – | 9,199,000 | +100.0% | 0.81% | – |
| CI | New | CIGNA CORPORATION | $30,953,000 | – | 427,000 | +100.0% | 0.66% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $30,521,000 | – | 824,000 | +100.0% | 0.65% | – |
| AFFX | New | AFFYMETRIX INC | $28,307,000 | – | 6,375,400 | +100.0% | 0.60% | – |
| WCG | New | WELLCARE HEALTH PLANS INCcall | $27,775,000 | – | 500,000 | +100.0% | 0.59% | – |
| MAKO | New | MAKO SURGICAL CORP | $26,656,000 | – | 2,212,100 | +100.0% | 0.56% | – |
| XBI | New | SPDR SERIES TRUSTput | $26,065,000 | – | 250,000 | +100.0% | 0.55% | – |
| AGN | New | ALLERGAN INC | $25,440,000 | – | 302,000 | +100.0% | 0.54% | – |
| ACAD | New | ACADIA PHARMACEUTICALS INC | $23,468,000 | – | 1,293,000 | +100.0% | 0.50% | – |
| ARRY | New | ARRAY BIOPHARMA INC | $22,087,000 | – | 4,865,000 | +100.0% | 0.47% | – |
| FLDM | New | FLUIDIGM CORP DEL | $22,047,000 | – | 1,262,708 | +100.0% | 0.47% | – |
| CNC | New | CENTENE CORP DEL | $21,944,000 | – | 418,300 | +100.0% | 0.46% | – |
| HNT | New | HEALTH NET INC | $20,683,000 | – | 650,000 | +100.0% | 0.44% | – |
| XNPT | New | XENOPORT INC | $20,002,000 | – | 4,040,800 | +100.0% | 0.42% | – |
| NTUS | New | NATUS MEDICAL INC DEL | $19,479,000 | – | 1,427,000 | +100.0% | 0.41% | – |
| New | INCYTE CORPnote 4.750%10/0 | $19,332,000 | – | 7,704,000 | +100.0% | 0.41% | – | |
| WCRX | New | WARNER CHILCOTT PLC IRELANDcall | $19,135,000 | – | 961,100 | +100.0% | 0.41% | – |
| Q | New | QUINTILES TRANSNATIO HLDGS I | $18,726,000 | – | 440,000 | +100.0% | 0.40% | – |
| OSUR | New | ORASURE TECHNOLOGIES INC | $18,470,000 | – | 4,760,300 | +100.0% | 0.39% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $17,853,000 | – | 223,000 | +100.0% | 0.38% | – |
| ALXN | New | ALEXION PHARMACEUTICALS INC | $17,793,000 | – | 192,900 | +100.0% | 0.38% | – |
| ACT | New | ACTAVIS INCcall | $17,759,000 | – | 140,700 | +100.0% | 0.38% | – |
| JNJ | New | JOHNSON & JOHNSON | $17,258,000 | – | 201,000 | +100.0% | 0.37% | – |
| DNDNQ | New | DENDREON CORP | $16,901,000 | – | 4,102,300 | +100.0% | 0.36% | – |
| ABT | New | ABBOTT LABS | $16,742,000 | – | 480,000 | +100.0% | 0.36% | – |
| SUPN | New | SUPERNUS PHARMACEUTICALS INC | $16,051,000 | – | 2,496,200 | +100.0% | 0.34% | – |
| SQNM | New | SEQUENOM INC | $15,169,000 | – | 3,603,000 | +100.0% | 0.32% | – |
| PCRX | New | PACIRA PHARMACEUTICALS INC | $14,442,000 | – | 498,000 | +100.0% | 0.31% | – |
| ASTX | New | ASTEX PHARMACEUTICALS INC | $13,383,000 | – | 3,256,100 | +100.0% | 0.28% | – |
| BMY | New | BRISTOL MYERS SQUIBB COcall | $13,407,000 | – | 300,000 | +100.0% | 0.28% | – |
| PBYI | New | PUMA BIOTECHNOLOGY INC | $13,089,000 | – | 295,000 | +100.0% | 0.28% | – |
| WCG | New | WELLCARE HEALTH PLANS INC | $12,943,000 | – | 233,000 | +100.0% | 0.27% | – |
| DRTX | New | DURATA THERAPEUTICS INC | $12,857,000 | – | 1,785,714 | +100.0% | 0.27% | – |
| RCPT | New | RECEPTOS INC | $12,818,000 | – | 644,450 | +100.0% | 0.27% | – |
| HITK | New | HI-TECH PHARMACAL INC | $12,324,000 | – | 371,200 | +100.0% | 0.26% | – |
| A | New | AGILENT TECHNOLOGIES INCcall | $12,028,000 | – | 281,300 | +100.0% | 0.26% | – |
| VRX | New | VALEANT PHARMACEUTICALS INTL | $11,879,000 | – | 138,000 | +100.0% | 0.25% | – |
| PTLA | New | PORTOLA PHARMACEUTICALS INC | $11,801,000 | – | 480,319 | +100.0% | 0.25% | – |
| CYH | New | COMMUNITY HEALTH SYS INC NEW | $11,345,000 | – | 242,000 | +100.0% | 0.24% | – |
| BAX | New | BAXTER INTL INC | $11,277,000 | – | 162,800 | +100.0% | 0.24% | – |
| BIOD | New | BIODEL INC | $11,246,000 | – | 2,690,334 | +100.0% | 0.24% | – |
| AMBI | New | AMBIT BIOSCIENCES CORP | $10,435,000 | – | 1,490,769 | +100.0% | 0.22% | – |
| NBIX | New | NEUROCRINE BIOSCIENCES INC | $10,276,000 | – | 768,000 | +100.0% | 0.22% | – |
| MDT | New | MEDTRONIC INC | $9,898,000 | – | 192,300 | +100.0% | 0.21% | – |
| DVAX | New | DYNAVAX TECHNOLOGIES CORP | $9,885,000 | – | 8,986,000 | +100.0% | 0.21% | – |
| XOMA | New | XOMA CORP DEL | $9,387,000 | – | 2,585,927 | +100.0% | 0.20% | – |
| MYL | New | MYLAN INCcall | $9,309,000 | – | 300,000 | +100.0% | 0.20% | – |
| CAH | New | CARDINAL HEALTH INC | $8,935,000 | – | 189,300 | +100.0% | 0.19% | – |
| MCK | New | MCKESSON CORP | $8,702,000 | – | 76,000 | +100.0% | 0.18% | – |
| ECYT | New | ENDOCYTE INC | $8,692,000 | – | 662,000 | +100.0% | 0.18% | – |
| PTX | New | PERNIX THERAPEUTICS HLDGS IN | $8,378,000 | – | 2,320,800 | +100.0% | 0.18% | – |
| DVA | New | DAVITA HEALTHCARE PARTNERS I | $7,852,000 | – | 65,000 | +100.0% | 0.17% | – |
| OPTR | New | OPTIMER PHARMACEUTICALS INC | $7,756,000 | – | 536,000 | +100.0% | 0.16% | – |
| NSPR | New | INSPIREMD INC | $7,503,000 | – | 3,395,000 | +100.0% | 0.16% | – |
| SVA | New | SINOVAC BIOTECH LTD | $7,405,000 | – | 1,884,200 | +100.0% | 0.16% | – |
| SYK | New | STRYKER CORP | $7,425,000 | – | 114,800 | +100.0% | 0.16% | – |
| ELN | New | ELAN PLCcall | $7,070,000 | – | 500,000 | +100.0% | 0.15% | – |
| STJ | New | ST JUDE MED INC | $6,616,000 | – | 145,000 | +100.0% | 0.14% | – |
| VCRA | New | VOCERA COMMUNICATIONS INC | $6,578,000 | – | 447,500 | +100.0% | 0.14% | – |
| ARQL | New | ARQULE INC | $6,505,000 | – | 2,804,000 | +100.0% | 0.14% | – |
| SGEN | New | SEATTLE GENETICS INCcall | $6,292,000 | – | 200,000 | +100.0% | 0.13% | – |
| CRIS | New | CURIS INC | $6,221,000 | – | 1,950,100 | +100.0% | 0.13% | – |
| ZBH | New | ZIMMER HLDGS INC | $6,093,000 | – | 81,300 | +100.0% | 0.13% | – |
| TECH | New | TECHNE CORP | $5,941,000 | – | 86,000 | +100.0% | 0.13% | – |
| CFN | New | CAREFUSION CORP | $5,708,000 | – | 154,900 | +100.0% | 0.12% | – |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $4,949,000 | – | 72,000 | +100.0% | 0.10% | – |
| LLY | New | LILLY ELI & COcall | $4,912,000 | – | 100,000 | +100.0% | 0.10% | – |
| FRX | New | FOREST LABS INC | $4,920,000 | – | 120,000 | +100.0% | 0.10% | – |
| New | ARRAY BIOPHARMA INCnote 3.000% 6/0 | $4,766,000 | – | 5,000,000 | +100.0% | 0.10% | – | |
| New | DENDREON CORPnote 2.875% 1/1 | $4,680,000 | – | 6,500,000 | +100.0% | 0.10% | – | |
| ACHN | New | ACHILLION PHARMACEUTICALS IN | $4,458,000 | – | 545,000 | +100.0% | 0.09% | – |
| CBST | New | CUBIST PHARMACEUTICALS INC | $4,346,000 | – | 90,000 | +100.0% | 0.09% | – |
| BCR | New | BARD C R INC | $4,130,000 | – | 38,000 | +100.0% | 0.09% | – |
| ZTS | New | ZOETIS INCcl a | $4,069,000 | – | 131,732 | +100.0% | 0.09% | – |
| New | AFFYMETRIX INCnote 4.000% 7/0 | $3,694,000 | – | 4,100,000 | +100.0% | 0.08% | – | |
| QCOR | New | QUESTCOR PHARMACEUTICALS INC | $3,635,000 | – | 80,000 | +100.0% | 0.08% | – |
| CVD | New | COVANCE INC | $3,655,000 | – | 48,000 | +100.0% | 0.08% | – |
| CELGZ | New | CELGENE CORPright 12/31/2030 | $3,655,000 | – | 500,000 | +100.0% | 0.08% | – |
| AMRN | New | AMARIN CORP PLCspons adr new | $3,480,000 | – | 600,000 | +100.0% | 0.07% | – |
| ANTH | New | ANTHERA PHARMACEUTICALS INC | $3,433,000 | – | 7,462,000 | +100.0% | 0.07% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $3,360,000 | – | 50,000 | +100.0% | 0.07% | – |
| UPI | New | UROPLASTY INC | $2,988,000 | – | 1,443,500 | +100.0% | 0.06% | – |
| DNDNQ | New | DENDREON CORPcall | $2,879,000 | – | 698,900 | +100.0% | 0.06% | – |
| BLRX | New | BIOLINERX LTDsponsored adr | $2,575,000 | – | 1,589,500 | +100.0% | 0.06% | – |
| QLTI | New | QLT INC | $2,472,000 | – | 563,000 | +100.0% | 0.05% | – |
| ITMN | New | INTERMUNE INC | $2,270,000 | – | 236,000 | +100.0% | 0.05% | – |
| GIVN | New | GIVEN IMAGING | $1,681,000 | – | 120,000 | +100.0% | 0.04% | – |
| ASTX | New | ASTEX PHARMACEUTICALS INCcall | $1,028,000 | – | 250,000 | +100.0% | 0.02% | – |
| AUXL | New | AUXILIUM PHARMACEUTICALS INC | $998,000 | – | 60,000 | +100.0% | 0.02% | – |
| BONE | New | BACTERIN INTL HLDGS INC | $789,000 | – | 1,754,386 | +100.0% | 0.02% | – |
| CHDX | New | CHINDEX INTERNATIONAL INC | $519,000 | – | 32,000 | +100.0% | 0.01% | – |
| MR | New | MINDRAY MEDICAL INTL LTDspon adr | $449,000 | – | 12,000 | +100.0% | 0.01% | – |
| GTXI | New | GTX INC DELcall | $330,000 | – | 50,000 | +100.0% | 0.01% | – |
| DVAX | New | DYNAVAX TECHNOLOGIES CORPcall | $275,000 | – | 250,000 | +100.0% | 0.01% | – |
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 2013-08-14
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.