$8.52 Billion is the total value of Orbimed Advisors's 132 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 30.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ICPT | Sell | INTERCEPT PHARMACEUTICALS IN | $391,298,000 | -31.6% | 1,656,258 | -4.5% | 4.60% | -34.7% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $348,738,000 | +12.5% | 7,189,000 | +20.5% | 4.10% | +7.4% |
| BIIB | Buy | BIOGEN IDEC INC | $341,859,000 | +5.4% | 1,084,200 | +2.2% | 4.01% | +0.6% |
| ABBV | Buy | ABBVIE INC | $293,725,000 | +19.2% | 5,204,200 | +8.6% | 3.45% | +13.8% |
| GILD | Sell | GILEAD SCIENCES INC | $284,779,000 | -24.4% | 3,434,800 | -35.4% | 3.34% | -27.8% |
| AMGN | Sell | AMGEN INC | $265,741,000 | -7.0% | 2,245,000 | -3.1% | 3.12% | -11.2% |
| AGN | Sell | ALLERGAN INC | $261,225,000 | -7.3% | 1,543,700 | -32.0% | 3.07% | -11.5% |
| HCA | Buy | HCA HOLDINGS INC | $254,443,000 | +15.0% | 4,513,000 | +7.1% | 2.99% | +9.8% |
| ILMN | Buy | ILLUMINA INC | $247,456,000 | +22.4% | 1,386,000 | +1.9% | 2.91% | +16.8% |
| RLYP | RELYPSA INC | $241,779,000 | -18.4% | 9,941,551 | 0.0% | 2.84% | -22.1% | |
| ITMN | Sell | INTERMUNE INC | $239,523,000 | +20.2% | 5,425,200 | -8.9% | 2.81% | +14.8% |
| CELG | Buy | CELGENE CORP | $228,011,000 | +19.1% | 2,655,000 | +93.6% | 2.68% | +13.7% |
| SHPG | Buy | SHIRE PLCsponsored adr | $213,166,000 | +144.5% | 905,200 | +54.2% | 2.50% | +133.5% |
| MYL | Buy | MYLAN INC | $203,801,000 | +6.9% | 3,952,700 | +1.2% | 2.39% | +2.0% |
| INCY | Buy | INCYTE CORP | $197,563,000 | +18.2% | 3,500,400 | +12.0% | 2.32% | +12.8% |
| MDVN | Sell | MEDIVATION INC | $188,584,000 | +7.5% | 2,446,600 | -10.2% | 2.21% | +2.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $181,213,000 | +8.2% | 1,535,700 | +10.2% | 2.13% | +3.3% |
| A | Buy | AGILENT TECHNOLOGIES INC | $179,804,000 | +5.7% | 3,130,300 | +2.9% | 2.11% | +0.9% |
| PRGO | Buy | PERRIGO CO PLC | $172,245,000 | +5.4% | 1,181,700 | +11.8% | 2.02% | +0.6% |
| CFN | Buy | CAREFUSION CORP | $162,809,000 | +101.2% | 3,671,000 | +82.5% | 1.91% | +92.2% |
| IPXL | Buy | IMPAX LABORATORIES INC | $162,414,000 | +15.0% | 5,415,600 | +1.3% | 1.91% | +9.8% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $161,055,000 | +9.3% | 391,100 | +16.3% | 1.89% | +4.4% |
| MRK | Sell | MERCK & CO INC NEW | $146,823,000 | +1.5% | 2,538,000 | -0.4% | 1.72% | -3.0% |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $144,137,000 | -8.5% | 2,079,000 | -0.9% | 1.69% | -12.6% |
| IRWD | Buy | IRONWOOD PHARMACEUTICALS INC | $136,987,000 | +927.6% | 8,935,900 | +725.8% | 1.61% | +881.1% |
| MCK | Buy | MCKESSON CORP | $122,899,000 | +20.2% | 660,000 | +14.0% | 1.44% | +14.8% |
| ZBH | Buy | ZIMMER HLDGS INC | $122,420,000 | +80.7% | 1,178,700 | +64.6% | 1.44% | +72.5% |
| PFE | Buy | PFIZER INC | $121,154,000 | +3.0% | 4,082,000 | +11.5% | 1.42% | -1.6% |
| HNT | Buy | HEALTH NET INC | $119,444,000 | +37.2% | 2,875,400 | +12.3% | 1.40% | +31.0% |
| B108PS | Buy | ACTAVIS PLC | $118,663,000 | +16.5% | 532,000 | +7.5% | 1.39% | +11.2% |
| STJ | Buy | ST JUDE MED INC | $115,204,000 | +53.7% | 1,663,600 | +45.1% | 1.35% | +46.7% |
| MOH | Buy | MOLINA HEALTHCARE INC | $114,382,000 | +35.2% | 2,562,900 | +13.8% | 1.34% | +29.0% |
| TRNX | Buy | TORNIER N V | $95,245,000 | +204.3% | 4,073,800 | +176.2% | 1.12% | +190.4% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $92,255,000 | -43.0% | 326,600 | -39.4% | 1.08% | -45.6% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $89,296,000 | -12.3% | 1,435,400 | -3.9% | 1.05% | -16.2% |
| SYK | Buy | STRYKER CORP | $83,865,000 | +64.3% | 994,600 | +58.7% | 0.98% | +56.8% |
| PODD | Buy | INSULET CORP | $77,476,000 | -15.5% | 1,953,000 | +1.0% | 0.91% | -19.3% |
| ARWR | Buy | ARROWHEAD RESH CORP | $70,946,000 | +10.5% | 4,957,800 | +26.8% | 0.83% | +5.4% |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC | $69,364,000 | -21.0% | 4,675,700 | -14.2% | 0.81% | -24.6% |
| SPY | Sell | SPDR S&P 500 ETF TRput | $68,502,000 | -8.4% | 350,000 | -12.5% | 0.80% | -12.6% |
| INFI | INFINITY PHARMACEUTICALS INC | $60,348,000 | +7.1% | 4,736,900 | 0.0% | 0.71% | +2.3% | |
| AFFX | Sell | AFFYMETRIX INC | $58,521,000 | +22.6% | 6,568,000 | -1.9% | 0.69% | +17.0% |
| FLDM | Buy | FLUIDIGM CORP DEL | $54,749,000 | -14.2% | 1,862,200 | +28.7% | 0.64% | -18.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $50,427,000 | -14.0% | 482,000 | -19.3% | 0.59% | -17.9% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $49,991,000 | +341.8% | 528,000 | +230.0% | 0.59% | +322.3% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $48,750,000 | +20.0% | 312,000 | +16.9% | 0.57% | +14.4% |
| OSUR | ORASURE TECHNOLOGIES INC | $46,253,000 | +8.0% | 5,372,000 | 0.0% | 0.54% | +3.0% | |
| AGN | Buy | ALLERGAN INCcall | $42,305,000 | +70.4% | 250,000 | +25.0% | 0.50% | +63.0% |
| PTLA | Buy | PORTOLA PHARMACEUTICALS INC | $39,731,000 | +60.2% | 1,361,600 | +42.2% | 0.47% | +53.1% |
| IBB | Buy | ISHARESput | $38,555,000 | +63.1% | 150,000 | +50.0% | 0.45% | +55.7% |
| CLDX | Sell | CELLDEX THERAPEUTICS INC NEW | $35,604,000 | -14.2% | 2,181,600 | -7.1% | 0.42% | -18.0% |
| BONE | BACTERIN INTL HLDGS INC | $32,092,000 | +703.5% | 4,754,386 | 0.0% | 0.38% | +669.4% | |
| DRTX | DURATA THERAPEUTICS INC | $30,411,000 | +26.5% | 1,785,714 | 0.0% | 0.36% | +20.6% | |
| EXAS | Sell | EXACT SCIENCES CORP | $29,343,000 | +9.4% | 1,723,000 | -9.0% | 0.34% | +4.5% |
| ARRY | Buy | ARRAY BIOPHARMA INC | $29,197,000 | -1.3% | 6,402,800 | +1.7% | 0.34% | -5.8% |
| MDT | Buy | MEDTRONIC INC | $26,990,000 | +35.8% | 423,300 | +31.1% | 0.32% | +29.9% |
| INCYTE CORPnote 4.750%10/0 | $27,000,000 | +8.1% | 4,242,000 | 0.0% | 0.32% | +3.3% | ||
| XNPT | XENOPORT INC | $26,788,000 | -6.6% | 5,546,100 | 0.0% | 0.32% | -10.8% | |
| LLY | Sell | LILLY ELI & CO | $24,868,000 | -22.2% | 400,000 | -26.3% | 0.29% | -25.7% |
| MRTX | Sell | MIRATI THERAPEUTICS INC | $23,440,000 | -3.5% | 1,172,000 | -8.0% | 0.28% | -8.0% |
| JAZZ | New | JAZZ PHARMACEUTICALS PLCcall | $22,052,000 | – | 150,000 | +100.0% | 0.26% | – |
| ALKS | New | ALKERMES PLC | $21,808,000 | – | 433,300 | +100.0% | 0.26% | – |
| Buy | FLUIDIGM CORP DELnote 2.750% 2/0 | $20,992,000 | +8.2% | 21,935,000 | +29.0% | 0.25% | +2.9% | |
| QGEN | New | QIAGEN NV | $19,105,000 | – | 781,400 | +100.0% | 0.22% | – |
| CAH | Buy | CARDINAL HEALTH INC | $18,991,000 | +1.6% | 277,000 | +3.7% | 0.22% | -3.0% |
| P103PS | New | NPS PHARMACEUTICALS INC | $18,184,000 | – | 550,200 | +100.0% | 0.21% | – |
| CERS | CERUS CORP | $17,588,000 | -13.5% | 4,238,000 | 0.0% | 0.21% | -17.2% | |
| VRX | Buy | VALEANT PHARMACEUTICALS INTL | $17,405,000 | -0.7% | 138,000 | +3.8% | 0.20% | -5.6% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $16,906,000 | +6.0% | 115,000 | 0.0% | 0.20% | +1.5% | |
| FPRX | FIVE PRIME THERAPEUTICS INC | $16,722,000 | -20.9% | 1,075,400 | 0.0% | 0.20% | -24.6% | |
| F113PS | New | COVIDIEN PLC | $16,287,000 | – | 180,600 | +100.0% | 0.19% | – |
| PBYI | New | PUMA BIOTECHNOLOGY INC | $14,395,000 | – | 218,100 | +100.0% | 0.17% | – |
| MEIP | MEI PHARMA INC | $12,201,000 | -43.0% | 1,924,500 | 0.0% | 0.14% | -45.6% | |
| GEVA | SYNAGEVA BIOPHARMA CORP | $11,643,000 | +26.3% | 111,100 | 0.0% | 0.14% | +21.2% | |
| QCOR | New | QUESTCOR PHARMACEUTICALS INCput | $11,561,000 | – | 125,000 | +100.0% | 0.14% | – |
| QCOR | Buy | QUESTCOR PHARMACEUTICALS INC | $11,561,000 | +122.6% | 125,000 | +56.2% | 0.14% | +112.5% |
| AGEN | Sell | AGENUS INC | $11,547,000 | -27.9% | 3,586,100 | -29.0% | 0.14% | -31.0% |
| NXTM | Sell | NXSTAGE MEDICAL INC | $11,427,000 | -57.6% | 795,200 | -62.4% | 0.13% | -59.5% |
| NUVA | NUVASIVE INC | $11,240,000 | -7.4% | 316,000 | 0.0% | 0.13% | -11.4% | |
| XOMA | XOMA CORP DEL | $11,186,000 | -11.9% | 2,437,000 | 0.0% | 0.13% | -16.0% | |
| INSM | New | INSMED INC | $10,759,000 | – | 538,500 | +100.0% | 0.13% | – |
| RDHL | Sell | REDHILL BIOPHARMA LTDsponsored ads | $10,595,000 | +19.1% | 605,800 | -4.1% | 0.12% | +13.8% |
| MRGE | MERGE HEALTHCARE INC | $10,507,000 | -7.0% | 4,628,500 | 0.0% | 0.12% | -11.5% | |
| AMBI | AMBIT BIOSCIENCES CORP | $10,301,000 | -24.2% | 1,490,769 | 0.0% | 0.12% | -27.5% | |
| PTX | Sell | PERNIX THERAPEUTICS HLDGS IN | $10,153,000 | -13.7% | 1,130,600 | -48.6% | 0.12% | -17.9% |
| NSPR | INSPIREMD INC | $10,015,000 | -3.3% | 3,395,000 | 0.0% | 0.12% | -7.1% | |
| FRX | Buy | FOREST LABS INC | $9,603,000 | +10.7% | 97,000 | +3.2% | 0.11% | +5.6% |
| QCOR | Buy | QUESTCOR PHARMACEUTICALS INCcall | $9,249,000 | +184.8% | 100,000 | +100.0% | 0.11% | +172.5% |
| XNCR | XENCOR INC | $9,316,000 | -0.9% | 801,700 | 0.0% | 0.11% | -6.0% | |
| SVA | SINOVAC BIOTECH LTD | $9,236,000 | -21.7% | 1,637,500 | 0.0% | 0.11% | -25.5% | |
| ALIM | ALIMERA SCIENCES INC | $8,970,000 | -24.2% | 1,500,000 | 0.0% | 0.10% | -28.1% | |
| ARQL | ARQULE INC | $8,838,000 | -24.4% | 5,702,000 | 0.0% | 0.10% | -27.8% | |
| STJ | New | ST JUDE MED INCcall | $8,656,000 | – | 125,000 | +100.0% | 0.10% | – |
| HZNP | Buy | HORIZON PHARMA INC | $8,638,000 | +191.4% | 546,000 | +178.6% | 0.10% | +180.6% |
| SNSS | SUNESIS PHARMACEUTICALS INC | $7,824,000 | -1.4% | 1,200,000 | 0.0% | 0.09% | -6.1% | |
| ZTS | Buy | ZOETIS INCcl a | $7,390,000 | +15.5% | 229,000 | +3.6% | 0.09% | +10.1% |
| ABT | Buy | ABBOTT LABS | $7,362,000 | +9.9% | 180,000 | +3.4% | 0.09% | +4.9% |
| FLDM | Buy | FLUIDIGM CORP DELcall | $7,350,000 | -35.6% | 250,000 | +150.0% | 0.09% | -38.6% |
| VNDA | Sell | VANDA PHARMACEUTICALS INC | $7,362,000 | -2.0% | 455,000 | -1.6% | 0.09% | -6.5% |
| V107SC | New | WELLPOINT INC | $6,457,000 | – | 60,000 | +100.0% | 0.08% | – |
| AET | Buy | AETNA INC NEW | $6,486,000 | +37.3% | 80,000 | +27.0% | 0.08% | +31.0% |
| CSII | New | CARDIOVASCULAR SYS INC DEL | $6,419,000 | – | 206,000 | +100.0% | 0.08% | – |
| SUPN | SUPERNUS PHARMACEUTICALS INC | $6,351,000 | +22.5% | 580,000 | 0.0% | 0.08% | +17.2% | |
| CBST | CUBIST PHARMACEUTICALS INC | $6,284,000 | -4.6% | 90,000 | 0.0% | 0.07% | -8.6% | |
| XLRN | Sell | ACCELERON PHARMA INC | $5,836,000 | -90.9% | 171,800 | -90.8% | 0.07% | -91.3% |
| VCRA | VOCERA COMMUNICATIONS INC | $5,907,000 | -19.2% | 447,500 | 0.0% | 0.07% | -23.3% | |
| MDXG | MIMEDX GROUP INC | $5,639,000 | +15.6% | 795,400 | 0.0% | 0.07% | +10.0% | |
| PBYI | New | PUMA BIOTECHNOLOGY INCcall | $5,610,000 | – | 85,000 | +100.0% | 0.07% | – |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDcall | $5,242,000 | – | 100,000 | +100.0% | 0.06% | – |
| MYL | Sell | MYLAN INCcall | $5,156,000 | -47.2% | 100,000 | -50.0% | 0.06% | -49.2% |
| CPRX | CATALYST PHARM PARTNERS INC | $4,794,000 | +11.9% | 1,895,000 | 0.0% | 0.06% | +5.7% | |
| PTCT | Sell | PTC THERAPEUTICS INC | $4,656,000 | -78.5% | 178,100 | -78.5% | 0.06% | -79.4% |
| DVA | Sell | DAVITA HEALTHCARE PARTNERS I | $4,701,000 | -52.3% | 65,000 | -54.5% | 0.06% | -54.5% |
| IRWD | IRONWOOD PHARMACEUTICALS INCcall | $4,599,000 | +24.4% | 300,000 | 0.0% | 0.05% | +20.0% | |
| FATE | FATE THERAPEUTICS INC | $4,372,000 | -35.2% | 692,900 | 0.0% | 0.05% | -38.6% | |
| UPI | UROPLASTY INC | $3,654,000 | -26.2% | 1,363,500 | 0.0% | 0.04% | -29.5% | |
| CRIS | CURIS INC | $3,627,000 | -34.0% | 1,950,100 | 0.0% | 0.04% | -36.8% | |
| DSCI | DERMA SCIENCES INC | $3,468,000 | -8.8% | 300,000 | 0.0% | 0.04% | -12.8% | |
| BSX | BOSTON SCIENTIFIC CORP | $3,470,000 | -5.5% | 271,700 | 0.0% | 0.04% | -8.9% | |
| RNA | New | PROSENSA HLDG N V | $3,332,000 | – | 264,000 | +100.0% | 0.04% | – |
| ANGO | ANGIODYNAMICS INCcall | $3,266,000 | +3.7% | 200,000 | 0.0% | 0.04% | -2.6% | |
| ANTH | ANTHERA PHARMACEUTICALS INC | $3,162,000 | +1.2% | 932,750 | 0.0% | 0.04% | -2.6% | |
| VOLCANO CORPORATIONnote 1.750%12/0 | $2,642,000 | -82.3% | 15,000,000 | 0.0% | 0.03% | -83.1% | ||
| NLNK | New | NEWLINK GENETICS CORPcall | $2,655,000 | – | 100,000 | +100.0% | 0.03% | – |
| BLRX | BIOLINERX LTDsponsored adr | $2,361,000 | -6.7% | 1,135,000 | 0.0% | 0.03% | -9.7% | |
| CERS | CERUS CORPcall | $2,075,000 | -13.5% | 500,000 | 0.0% | 0.02% | -20.0% | |
| ENDOLOGIX INCnote 2.250%12/1 | $1,003,000 | +4.0% | 1,000,000 | 0.0% | 0.01% | 0.0% | ||
| AMRN | AMARIN CORP PLCspons adr new | $704,000 | -2.8% | 400,000 | 0.0% | 0.01% | -11.1% | |
| New | BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1 | $515,000 | – | 500,000 | +100.0% | 0.01% | – | |
| New | BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $540,000 | – | 500,000 | +100.0% | 0.01% | – | |
| ZGNX | Sell | ZOGENIX INCcall | $417,000 | -52.3% | 207,600 | -32.5% | 0.01% | -54.5% |
| BIOD | Sell | BIODEL INC | $453,000 | -58.5% | 209,700 | -47.6% | 0.01% | -61.5% |
| Exit | BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1 | $0 | – | -500,000 | -100.0% | -0.01% | – | |
| Exit | BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $0 | – | -500,000 | -100.0% | -0.01% | – | |
| EXAS | Exit | EXACT SCIENCES CORPput | $0 | – | -100,000 | -100.0% | -0.02% | – |
| MNKD | Exit | MANNKIND CORPput | $0 | – | -400,000 | -100.0% | -0.02% | – |
| QLTI | Exit | QLT INC | $0 | – | -300,000 | -100.0% | -0.02% | – |
| GILD | Exit | GILEAD SCIENCES INCput | $0 | – | -75,000 | -100.0% | -0.06% | – |
| GWPH | Exit | GW PHARMACEUTICALS PLCads | $0 | – | -95,500 | -100.0% | -0.07% | – |
| RPTP | Exit | RAPTOR PHARMACEUTICAL CORP | $0 | – | -600,000 | -100.0% | -0.07% | – |
| BLUE | Exit | BLUEBIRD BIO INC | $0 | – | -289,000 | -100.0% | -0.08% | – |
| CVD | Exit | COVANCE INC | $0 | – | -63,000 | -100.0% | -0.08% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INCput | $0 | – | -97,100 | -100.0% | -0.08% | – |
| PRGO | Exit | PERRIGO CO PLCcall | $0 | – | -50,000 | -100.0% | -0.10% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -102,000 | -100.0% | -0.10% | – |
| AEGR | Exit | AEGERION PHARMACEUTICALS INCcall | $0 | – | -200,000 | -100.0% | -0.11% | – |
| AEGR | Exit | AEGERION PHARMACEUTICALS INCput | $0 | – | -200,000 | -100.0% | -0.11% | – |
| CFN | Exit | CAREFUSION CORPcall | $0 | – | -250,000 | -100.0% | -0.12% | – |
| EXEL | Exit | EXELIXIS INC | $0 | – | -2,888,000 | -100.0% | -0.13% | – |
| ATRS | Exit | ANTARES PHARMA INC | $0 | – | -3,213,900 | -100.0% | -0.14% | – |
| ABBV | Exit | ABBVIE INCcall | $0 | – | -250,000 | -100.0% | -0.16% | – |
| AZN | Exit | ASTRAZENECA PLCcall | $0 | – | -200,000 | -100.0% | -0.16% | – |
| INO | Exit | INOVIO PHARMACEUTICALS INC | $0 | – | -3,987,000 | -100.0% | -0.16% | – |
| MGNX | Exit | MACROGENICS INC | $0 | – | -491,897 | -100.0% | -0.17% | – |
| TSRO | Exit | TESARO INC | $0 | – | -847,800 | -100.0% | -0.31% | – |
| BMY | Exit | BRISTOL MYERS SQUIBB COcall | $0 | – | -750,000 | -100.0% | -0.48% | – |
| PRTA | Exit | PROTHENA CORP PLC | $0 | – | -1,889,000 | -100.0% | -0.89% | – |
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 2014-08-14
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.