$5.6 Billion is the total value of Orbimed Advisors's 127 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 47.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GILD | Sell | GILEAD SCIENCES INC | $300,380,000 | +21.5% | 4,777,800 | -0.9% | 5.36% | +2.3% |
| AMGN | Buy | AMGEN INC | $294,318,000 | +13.9% | 2,629,600 | +0.4% | 5.25% | -4.1% |
| MRK | Buy | MERCK & CO INC NEW | $289,272,000 | +51.0% | 6,076,000 | +47.3% | 5.16% | +27.1% |
| BIIB | Buy | BIOGEN IDEC INC | $247,116,000 | +11.9% | 1,026,400 | +0.1% | 4.41% | -5.7% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $240,841,000 | +62.2% | 5,204,000 | +56.7% | 4.30% | +36.6% |
| CELG | Buy | CELGENE CORP | $201,457,000 | +39.3% | 1,307,000 | +5.7% | 3.60% | +17.3% |
| MYL | Buy | MYLAN INC | $192,720,000 | +24.5% | 5,049,000 | +1.2% | 3.44% | +4.8% |
| INCY | Sell | INCYTE CORP | $170,645,000 | +38.4% | 4,473,000 | -20.2% | 3.04% | +16.5% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $160,534,000 | +103.3% | 513,100 | +46.1% | 2.86% | +71.1% |
| ICPT | Buy | INTERCEPT PHARMACEUTICALS IN | $148,525,000 | +54.0% | 2,151,607 | +0.0% | 2.65% | +29.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $142,464,000 | -5.7% | 1,546,000 | -13.4% | 2.54% | -20.7% |
| MDVN | Buy | MEDIVATION INC | $136,933,000 | +89.1% | 2,284,500 | +55.2% | 2.44% | +59.2% |
| HCA | Sell | HCA HOLDINGS INC | $130,516,000 | +7.5% | 3,053,000 | -9.3% | 2.33% | -9.5% |
| ILMN | Sell | ILLUMINA INC | $128,827,000 | +4.2% | 1,593,800 | -3.5% | 2.30% | -12.3% |
| PFE | Sell | PFIZER INC | $115,199,000 | -16.1% | 4,010,400 | -18.2% | 2.06% | -29.4% |
| A | Buy | AGILENT TECHNOLOGIES INC | $115,108,000 | +45.2% | 2,246,000 | +21.1% | 2.05% | +22.3% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $114,151,000 | +52.7% | 1,581,700 | +17.9% | 2.04% | +28.5% |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $110,189,000 | -6.4% | 1,783,000 | -6.5% | 1.97% | -21.2% |
| PODD | Sell | INSULET CORP | $103,375,000 | +8.0% | 2,852,500 | -6.4% | 1.84% | -9.1% |
| V107SC | Buy | WELLPOINT INC | $100,834,000 | +3.8% | 1,206,000 | +1.6% | 1.80% | -12.6% |
| AET | Buy | AETNA INC NEW | $99,423,000 | +3.0% | 1,553,000 | +2.2% | 1.77% | -13.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $95,170,000 | +20.3% | 1,329,000 | +10.0% | 1.70% | +1.3% |
| SHPG | New | SHIRE PLCsponsored adr | $82,832,000 | – | 690,900 | +100.0% | 1.48% | – |
| INFI | Buy | INFINITY PHARMACEUTICALS INC | $80,049,000 | +9.4% | 4,592,600 | +1.6% | 1.43% | -8.0% |
| ABBV | Sell | ABBVIE INC | $77,920,000 | +6.1% | 1,742,000 | -2.0% | 1.39% | -10.7% |
| ACT | Sell | ACTAVIS INC | $68,414,000 | -17.0% | 475,100 | -27.3% | 1.22% | -30.1% |
| IPXL | Buy | IMPAX LABORATORIES INC | $67,258,000 | +3.5% | 3,285,700 | +0.8% | 1.20% | -12.9% |
| MOH | Buy | MOLINA HEALTHCARE INC | $65,290,000 | +5.5% | 1,834,000 | +10.2% | 1.16% | -11.2% |
| CBST | Buy | CUBIST PHARMACEUTICALS INC | $57,462,000 | +1222.2% | 904,200 | +904.7% | 1.02% | +1014.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $56,609,000 | +228.0% | 653,000 | +224.9% | 1.01% | +176.0% |
| WCRX | Sell | WARNER CHILCOTT PLC IRELAND | $56,158,000 | +2.5% | 2,449,100 | -11.0% | 1.00% | -13.8% |
| EXAS | Sell | EXACT SCIENCES CORP | $55,228,000 | -15.6% | 4,680,300 | -0.5% | 0.99% | -28.9% |
| EXEL | New | EXELIXIS INC | $50,890,000 | – | 8,744,000 | +100.0% | 0.91% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $50,403,000 | – | 300,000 | +100.0% | 0.90% | – |
| ITMN | Buy | INTERMUNE INC | $44,411,000 | +1856.4% | 2,887,600 | +1123.6% | 0.79% | +1552.1% |
| CFN | Buy | CAREFUSION CORP | $44,402,000 | +677.9% | 1,203,300 | +676.8% | 0.79% | +554.5% |
| AFFX | Buy | AFFYMETRIX INC | $41,184,000 | +45.5% | 6,648,000 | +4.3% | 0.74% | +22.5% |
| NXTM | Sell | NXSTAGE MEDICAL INC | $40,987,000 | -10.9% | 3,114,500 | -3.3% | 0.73% | -25.0% |
| HNT | Buy | HEALTH NET INC | $40,246,000 | +94.6% | 1,269,600 | +95.3% | 0.72% | +63.9% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $36,845,000 | +20.7% | 766,000 | -7.0% | 0.66% | +1.5% |
| CI | Buy | CIGNA CORPORATION | $33,665,000 | +8.8% | 438,000 | +2.6% | 0.60% | -8.4% |
| SPY | Sell | SPDR S&P 500 ETF TRput | $33,602,000 | -30.2% | 200,000 | -33.3% | 0.60% | -41.2% |
| FLDM | Buy | FLUIDIGM CORP DEL | $31,080,000 | +41.0% | 1,416,608 | +12.2% | 0.56% | +18.8% |
| ARRY | Sell | ARRAY BIOPHARMA INC | $30,053,000 | +36.1% | 4,831,600 | -0.7% | 0.54% | +14.5% |
| OSUR | Buy | ORASURE TECHNOLOGIES INC | $29,209,000 | +58.1% | 4,860,100 | +2.1% | 0.52% | +33.2% |
| AGN | Sell | ALLERGAN INC | $26,864,000 | +5.6% | 297,000 | -1.7% | 0.48% | -11.1% |
| CNC | CENTENE CORP DEL | $26,754,000 | +21.9% | 418,300 | 0.0% | 0.48% | +2.6% | |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $25,627,000 | +43.5% | 338,000 | +51.6% | 0.46% | +20.9% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $25,079,000 | +40.9% | 215,900 | +11.9% | 0.45% | +18.8% |
| XNPT | Buy | XENOPORT INC | $23,984,000 | +19.9% | 4,222,600 | +4.5% | 0.43% | +0.9% |
| AMBI | AMBIT BIOSCIENCES CORP | $23,107,000 | +121.4% | 1,490,769 | 0.0% | 0.41% | +86.4% | |
| MDT | Buy | MEDTRONIC INC | $21,833,000 | +120.6% | 410,000 | +113.2% | 0.39% | +85.7% |
| Sell | INCYTE CORPnote 4.750%10/0 | $21,790,000 | +12.7% | 4,992,000 | -35.2% | 0.39% | -5.1% | |
| ACT | Buy | ACTAVIS INCcall | $21,600,000 | +21.6% | 150,000 | +6.6% | 0.38% | +2.4% |
| TECH | Buy | TECHNE CORP | $21,296,000 | +258.5% | 266,000 | +209.3% | 0.38% | +201.6% |
| Q | QUINTILES TRANSNATIO HLDGS I | $19,747,000 | +5.5% | 440,000 | 0.0% | 0.35% | -11.3% | |
| WCG | Buy | WELLCARE HEALTH PLANS INC | $18,969,000 | +46.6% | 272,000 | +16.7% | 0.34% | +23.4% |
| ATRS | Sell | ANTARES PHARMA INC | $17,722,000 | -53.7% | 4,365,000 | -52.5% | 0.32% | -61.0% |
| MRTX | New | MIRATI THERAPEUTICS INC | $17,412,000 | – | 1,149,332 | +100.0% | 0.31% | – |
| CERS | New | CERUS CORP | $17,189,000 | – | 2,557,900 | +100.0% | 0.31% | – |
| RCPT | RECEPTOS INC | $16,736,000 | +30.6% | 644,450 | 0.0% | 0.30% | +9.9% | |
| DRTX | DURATA THERAPEUTICS INC | $16,143,000 | +25.6% | 1,785,714 | 0.0% | 0.29% | +5.5% | |
| A | Buy | AGILENT TECHNOLOGIES INCcall | $15,375,000 | +27.8% | 300,000 | +6.6% | 0.27% | +7.5% |
| VRX | VALEANT PHARMACEUTICALS INTL | $14,398,000 | +21.2% | 138,000 | 0.0% | 0.26% | +2.0% | |
| ONXX | New | ONYX PHARMACEUTICALS INCput | $14,004,000 | – | 112,300 | +100.0% | 0.25% | – |
| ABT | Sell | ABBOTT LABS | $13,276,000 | -20.7% | 400,000 | -16.7% | 0.24% | -33.2% |
| XOMA | Buy | XOMA CORP DEL | $12,514,000 | +33.3% | 2,787,070 | +7.8% | 0.22% | +12.1% |
| ALXN | New | ALEXION PHARMACEUTICALS INCcall | $11,616,000 | – | 100,000 | +100.0% | 0.21% | – |
| BMY | Sell | BRISTOL MYERS SQUIBB COcall | $11,570,000 | -13.7% | 250,000 | -16.7% | 0.21% | -27.5% |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDput | $11,334,000 | – | 300,000 | +100.0% | 0.20% | – |
| CYH | Buy | COMMUNITY HEALTH SYS INC NEW | $11,288,000 | -0.5% | 272,000 | +12.4% | 0.20% | -16.2% |
| SVA | SINOVAC BIOTECH LTD | $11,268,000 | +52.2% | 1,884,200 | 0.0% | 0.20% | +28.0% | |
| ABBV | New | ABBVIE INCcall | $11,183,000 | – | 250,000 | +100.0% | 0.20% | – |
| MRGE | New | MERGE HEALTHCARE INC | $11,213,000 | – | 4,296,000 | +100.0% | 0.20% | – |
| BAX | BAXTER INTL INC | $10,694,000 | -5.2% | 162,800 | 0.0% | 0.19% | -20.1% | |
| DVAX | DYNAVAX TECHNOLOGIES CORP | $10,693,000 | +8.2% | 8,986,000 | 0.0% | 0.19% | -9.0% | |
| ARQL | Buy | ARQULE INC | $10,173,000 | +56.4% | 4,366,000 | +55.7% | 0.18% | +31.9% |
| CAH | CARDINAL HEALTH INC | $9,872,000 | +10.5% | 189,300 | 0.0% | 0.18% | -6.9% | |
| VPHM | New | VIROPHARMA INCcall | $9,815,000 | – | 250,000 | +100.0% | 0.18% | – |
| MCK | MCKESSON CORP | $9,751,000 | +12.1% | 76,000 | 0.0% | 0.17% | -5.4% | |
| PTLA | Sell | PORTOLA PHARMACEUTICALS INC | $8,747,000 | -25.9% | 327,000 | -31.9% | 0.16% | -37.6% |
| CRIS | CURIS INC | $8,697,000 | +39.8% | 1,950,100 | 0.0% | 0.16% | +17.4% | |
| ACAD | Sell | ACADIA PHARMACEUTICALS INC | $8,571,000 | -63.5% | 312,000 | -75.9% | 0.15% | -69.2% |
| VCRA | VOCERA COMMUNICATIONS INC | $8,324,000 | +26.5% | 447,500 | 0.0% | 0.15% | +7.2% | |
| GEVA | New | SYNAGEVA BIOPHARMA CORP | $8,241,000 | – | 130,000 | +100.0% | 0.15% | – |
| PRGO | New | PERRIGO COcall | $8,192,000 | – | 66,400 | +100.0% | 0.15% | – |
| NSPR | INSPIREMD INC | $7,910,000 | +5.4% | 3,395,000 | 0.0% | 0.14% | -11.3% | |
| AVNR | New | AVANIR PHARMACEUTICALS INCcl a new | $7,882,000 | – | 1,863,400 | +100.0% | 0.14% | – |
| HNT | New | HEALTH NET INCcall | $7,925,000 | – | 250,000 | +100.0% | 0.14% | – |
| MOH | New | MOLINA HEALTHCARE INCcall | $7,665,000 | – | 215,300 | +100.0% | 0.14% | – |
| DVA | Buy | DAVITA HEALTHCARE PARTNERS I | $7,397,000 | -5.8% | 130,000 | +100.0% | 0.13% | -20.5% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $6,622,000 | +33.8% | 72,000 | 0.0% | 0.12% | +12.4% | |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC | $6,509,000 | -36.7% | 575,000 | -25.1% | 0.12% | -46.8% |
| STJ | Sell | ST JUDE MED INC | $6,437,000 | -2.7% | 120,000 | -17.2% | 0.12% | -17.9% |
| PTX | PERNIX THERAPEUTICS HLDGS IN | $6,313,000 | -24.6% | 2,320,800 | 0.0% | 0.11% | -36.5% | |
| BLUE | New | BLUEBIRD BIO INC | $5,999,000 | – | 222,500 | +100.0% | 0.11% | – |
| CPRX | New | CATALYST PHARM PARTNERS INC | $5,780,000 | – | 1,895,000 | +100.0% | 0.10% | – |
| FRX | FOREST LABS INC | $5,135,000 | +4.4% | 120,000 | 0.0% | 0.09% | -11.5% | |
| UPI | UROPLASTY INC | $4,778,000 | +59.9% | 1,443,500 | 0.0% | 0.08% | +34.9% | |
| ENDP | New | ENDO HEALTH SOLUTIONS INC | $4,771,000 | – | 105,000 | +100.0% | 0.08% | – |
| SUPN | Sell | SUPERNUS PHARMACEUTICALS INC | $4,687,000 | -70.8% | 639,400 | -74.4% | 0.08% | -75.3% |
| QCOR | QUESTCOR PHARMACEUTICALS INC | $4,640,000 | +27.6% | 80,000 | 0.0% | 0.08% | +7.8% | |
| SYK | Sell | STRYKER CORP | $4,461,000 | -39.9% | 66,000 | -42.5% | 0.08% | -49.0% |
| BCR | BARD C R INC | $4,378,000 | +6.0% | 38,000 | 0.0% | 0.08% | -11.4% | |
| AEGR | New | AEGERION PHARMACEUTICALS INCput | $4,288,000 | – | 50,000 | +100.0% | 0.08% | – |
| CVD | COVANCE INC | $4,150,000 | +13.5% | 48,000 | 0.0% | 0.07% | -3.9% | |
| VPHM | New | VIROPHARMA INCput | $3,926,000 | – | 100,000 | +100.0% | 0.07% | – |
| AMRN | AMARIN CORP PLCspons adr new | $3,792,000 | +9.0% | 600,000 | 0.0% | 0.07% | -8.1% | |
| ANTH | New | ANTHERA PHARMACEUTICALS INC | $3,750,000 | – | 932,750 | +100.0% | 0.07% | – |
| ZBH | Sell | ZIMMER HLDGS INC | $3,696,000 | -39.3% | 45,000 | -44.6% | 0.07% | -48.8% |
| EW | EDWARDS LIFESCIENCES CORP | $3,482,000 | +3.6% | 50,000 | 0.0% | 0.06% | -12.7% | |
| MDVN | New | MEDIVATION INCput | $2,997,000 | – | 50,000 | +100.0% | 0.05% | – |
| CELGZ | Sell | CELGENE CORPright 12/31/2030 | $2,902,000 | -20.6% | 360,900 | -27.8% | 0.05% | -32.5% |
| BLRX | Sell | BIOLINERX LTDsponsored adr | $2,924,000 | +13.6% | 1,335,000 | -16.0% | 0.05% | -5.5% |
| QLTI | Buy | QLT INC | $2,778,000 | +12.4% | 600,000 | +6.6% | 0.05% | -3.8% |
| BIOD | Sell | BIODEL INC | $2,827,000 | -74.9% | 897,443 | -66.6% | 0.05% | -79.0% |
| INFI | New | INFINITY PHARMACEUTICALS INCcall | $2,615,000 | – | 150,000 | +100.0% | 0.05% | – |
| Sell | ARRAY BIOPHARMA INCnote 3.000% 6/0 | $2,603,000 | -45.4% | 2,315,000 | -53.7% | 0.05% | -54.5% | |
| KERX | New | KERYX BIOPHARMACEUTICALS INCcall | $2,523,000 | – | 250,000 | +100.0% | 0.04% | – |
| DNDNQ | Sell | DENDREON CORP | $2,543,000 | -85.0% | 868,000 | -78.8% | 0.04% | -87.4% |
| BSX | New | BOSTON SCIENTIFIC CORP | $1,996,000 | – | 170,000 | +100.0% | 0.04% | – |
| VNDA | New | VANDA PHARMACEUTICALS INCput | $1,526,000 | – | 139,400 | +100.0% | 0.03% | – |
| BONE | BACTERIN INTL HLDGS INC | $1,175,000 | +48.9% | 1,754,386 | 0.0% | 0.02% | +23.5% | |
| ESPR | New | ESPERION THERAPEUTICS INC NE | $1,147,000 | – | 60,800 | +100.0% | 0.02% | – |
| WX | New | WUXI PHARMATECH CAYMAN INC | $863,000 | – | 31,500 | +100.0% | 0.02% | – |
| MYGN | New | MYRIAD GENETICS INCput | $705,000 | – | 30,000 | +100.0% | 0.01% | – |
| CHDX | CHINDEX INTERNATIONAL INC | $545,000 | +5.0% | 32,000 | 0.0% | 0.01% | -9.1% | |
| DVAX | Exit | DYNAVAX TECHNOLOGIES CORPcall | $0 | – | -250,000 | -100.0% | -0.01% | – |
| GTXI | Exit | GTX INC DELcall | $0 | – | -50,000 | -100.0% | -0.01% | – |
| MR | Exit | MINDRAY MEDICAL INTL LTDspon adr | $0 | – | -12,000 | -100.0% | -0.01% | – |
| AUXL | Exit | AUXILIUM PHARMACEUTICALS INC | $0 | – | -60,000 | -100.0% | -0.02% | – |
| ASTX | Exit | ASTEX PHARMACEUTICALS INCcall | $0 | – | -250,000 | -100.0% | -0.02% | – |
| GIVN | Exit | GIVEN IMAGING | $0 | – | -120,000 | -100.0% | -0.04% | – |
| DNDNQ | Exit | DENDREON CORPcall | $0 | – | -698,900 | -100.0% | -0.06% | – |
| ANTH | Exit | ANTHERA PHARMACEUTICALS INC | $0 | – | -7,462,000 | -100.0% | -0.07% | – |
| Exit | AFFYMETRIX INCnote 4.000% 7/0 | $0 | – | -4,100,000 | -100.0% | -0.08% | – | |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -131,732 | -100.0% | -0.09% | – |
| ACHN | Exit | ACHILLION PHARMACEUTICALS IN | $0 | – | -545,000 | -100.0% | -0.09% | – |
| Exit | DENDREON CORPnote 2.875% 1/1 | $0 | – | -6,500,000 | -100.0% | -0.10% | – | |
| LLY | Exit | LILLY ELI & COcall | $0 | – | -100,000 | -100.0% | -0.10% | – |
| SGEN | Exit | SEATTLE GENETICS INCcall | $0 | – | -200,000 | -100.0% | -0.13% | – |
| ELN | Exit | ELAN PLCcall | $0 | – | -500,000 | -100.0% | -0.15% | – |
| OPTR | Exit | OPTIMER PHARMACEUTICALS INC | $0 | – | -536,000 | -100.0% | -0.16% | – |
| ECYT | Exit | ENDOCYTE INC | $0 | – | -662,000 | -100.0% | -0.18% | – |
| MYL | Exit | MYLAN INCcall | $0 | – | -300,000 | -100.0% | -0.20% | – |
| HITK | Exit | HI-TECH PHARMACAL INC | $0 | – | -371,200 | -100.0% | -0.26% | – |
| PBYI | Exit | PUMA BIOTECHNOLOGY INC | $0 | – | -295,000 | -100.0% | -0.28% | – |
| ASTX | Exit | ASTEX PHARMACEUTICALS INC | $0 | – | -3,256,100 | -100.0% | -0.28% | – |
| PCRX | Exit | PACIRA PHARMACEUTICALS INC | $0 | – | -498,000 | -100.0% | -0.31% | – |
| SQNM | Exit | SEQUENOM INC | $0 | – | -3,603,000 | -100.0% | -0.32% | – |
| WCRX | Exit | WARNER CHILCOTT PLC IRELANDcall | $0 | – | -961,100 | -100.0% | -0.41% | – |
| NTUS | Exit | NATUS MEDICAL INC DEL | $0 | – | -1,427,000 | -100.0% | -0.41% | – |
| XBI | Exit | SPDR SERIES TRUSTput | $0 | – | -250,000 | -100.0% | -0.55% | – |
| MAKO | Exit | MAKO SURGICAL CORP | $0 | – | -2,212,100 | -100.0% | -0.56% | – |
| WCG | Exit | WELLCARE HEALTH PLANS INCcall | $0 | – | -500,000 | -100.0% | -0.59% | – |
| PFE | Exit | PFIZER INCcall | $0 | – | -3,238,000 | -100.0% | -1.92% | – |
| ONXX | Exit | ONYX PHARMACEUTICALS INC | $0 | – | -1,175,000 | -100.0% | -2.16% | – |
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 2013-11-14
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 | 2024-04-23 |
| 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 |
| 3 | 2024-03-27 |
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.