$9.57 Billion is the total value of Orbimed Advisors's 130 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 48.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GILD | Buy | GILEAD SCIENCES INC | $400,486,000 | +40.6% | 3,762,200 | +9.5% | 4.18% | +25.1% |
| BIIB | Buy | BIOGEN IDEC INC | $393,697,000 | +15.2% | 1,190,100 | +9.8% | 4.11% | +2.4% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $373,205,000 | +7.0% | 7,292,000 | +1.4% | 3.90% | -4.8% |
| AMGN | Buy | AMGEN INC | $365,617,000 | +37.6% | 2,603,000 | +15.9% | 3.82% | +22.4% |
| ICPT | Sell | INTERCEPT PHARMACEUTICALS IN | $351,485,000 | -10.2% | 1,485,000 | -10.3% | 3.67% | -20.1% |
| B108PS | Buy | ACTAVIS PLC | $346,526,000 | +192.0% | 1,436,200 | +170.0% | 3.62% | +159.8% |
| ABBV | Buy | ABBVIE INC | $316,409,000 | +7.7% | 5,478,000 | +5.3% | 3.30% | -4.2% |
| SHPG | Buy | SHIRE PLCsponsored adr | $315,782,000 | +48.1% | 1,219,000 | +34.7% | 3.30% | +31.8% |
| CELG | Buy | CELGENE CORP | $315,428,000 | +38.3% | 3,328,000 | +25.3% | 3.30% | +23.1% |
| HCA | Sell | HCA HOLDINGS INC | $297,101,000 | +16.8% | 4,213,000 | -6.6% | 3.10% | +3.8% |
| SHPG | New | SHIRE PLCcall | $246,098,000 | – | 950,000 | +100.0% | 2.57% | – |
| MDVN | Sell | MEDIVATION INC | $224,732,000 | +19.2% | 2,273,000 | -7.1% | 2.35% | +6.0% |
| ILMN | Sell | ILLUMINA INC | $220,145,000 | -11.0% | 1,343,000 | -3.1% | 2.30% | -20.9% |
| CFN | Buy | CAREFUSION CORP | $215,209,000 | +32.2% | 4,756,000 | +29.6% | 2.25% | +17.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $205,843,000 | +13.6% | 1,691,400 | +10.1% | 2.15% | +1.0% |
| RLYP | Sell | RELYPSA INC | $186,806,000 | -22.7% | 8,857,551 | -10.9% | 1.95% | -31.3% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $178,447,000 | +10.8% | 386,400 | -1.2% | 1.86% | -1.4% |
| COO | New | COOPER COS INC | $177,976,000 | – | 1,142,700 | +100.0% | 1.86% | – |
| A | Buy | AGILENT TECHNOLOGIES INC | $175,165,000 | -2.6% | 4,299,000 | +37.3% | 1.83% | -13.3% |
| PRGO | Sell | PERRIGO CO PLC | $171,922,000 | -0.2% | 1,144,700 | -3.1% | 1.80% | -11.2% |
| AGN | Sell | ALLERGAN INC | $159,961,000 | -38.8% | 897,700 | -41.8% | 1.67% | -45.5% |
| INCY | Sell | INCYTE CORP | $159,653,000 | -19.2% | 3,254,900 | -7.0% | 1.67% | -28.1% |
| MRK | Buy | MERCK & CO INC NEW | $157,803,000 | +7.5% | 2,662,000 | +4.9% | 1.65% | -4.4% |
| IRWD | Buy | IRONWOOD PHARMACEUTICALS INC | $155,617,000 | +13.6% | 12,012,100 | +34.4% | 1.62% | +1.0% |
| IPXL | Buy | IMPAX LABORATORIES INC | $151,867,000 | -6.5% | 6,405,200 | +18.3% | 1.59% | -16.8% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $151,619,000 | +203.3% | 1,350,000 | +155.7% | 1.58% | +169.8% |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $148,182,000 | +2.8% | 2,098,000 | +0.9% | 1.55% | -8.5% |
| HNT | Buy | HEALTH NET INC | $141,576,000 | +18.5% | 3,070,400 | +6.8% | 1.48% | +5.4% |
| MCK | Buy | MCKESSON CORP | $137,826,000 | +12.1% | 708,000 | +7.3% | 1.44% | -0.2% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $133,248,000 | +44.4% | 369,600 | +13.2% | 1.39% | +28.5% |
| ZBH | Buy | ZIMMER HLDGS INC | $126,663,000 | +3.5% | 1,259,700 | +6.9% | 1.32% | -7.9% |
| MOH | Buy | MOLINA HEALTHCARE INC | $115,813,000 | +1.3% | 2,737,900 | +6.8% | 1.21% | -9.9% |
| TRNX | Buy | TORNIER N V | $114,840,000 | +20.6% | 4,805,000 | +17.9% | 1.20% | +7.3% |
| NBIX | Buy | NEUROCRINE BIOSCIENCES INC | $90,786,000 | +30.9% | 5,793,600 | +23.9% | 0.95% | +16.5% |
| SYK | Buy | STRYKER CORP | $80,960,000 | -3.5% | 1,002,600 | +0.8% | 0.85% | -14.1% |
| PFE | Sell | PFIZER INC | $78,952,000 | -34.8% | 2,670,000 | -34.6% | 0.82% | -42.0% |
| ARWR | Buy | ARROWHEAD RESH CORP | $76,482,000 | +7.8% | 5,178,200 | +4.4% | 0.80% | -4.1% |
| T107PS | New | WRIGHT MED GROUP INC | $74,053,000 | – | 2,444,000 | +100.0% | 0.77% | – |
| PODD | INSULET CORP | $71,968,000 | -7.1% | 1,953,000 | 0.0% | 0.75% | -17.4% | |
| SPY | SPDR S&P 500 ETF TRput | $68,957,000 | +0.7% | 350,000 | 0.0% | 0.72% | -10.4% | |
| P103PS | Buy | NPS PHARMACEUTICALS INC | $68,016,000 | +274.0% | 2,616,000 | +375.5% | 0.71% | +231.8% |
| INFI | INFINITY PHARMACEUTICALS INC | $63,569,000 | +5.3% | 4,736,900 | 0.0% | 0.66% | -6.3% | |
| STJ | Sell | ST JUDE MED INC | $61,549,000 | -46.6% | 1,023,600 | -38.5% | 0.64% | -52.5% |
| OTIC | New | OTONOMY INC | $54,154,000 | – | 2,256,398 | +100.0% | 0.57% | – |
| AFFX | AFFYMETRIX INC | $52,413,000 | -10.4% | 6,568,000 | 0.0% | 0.55% | -20.4% | |
| ALXN | ALEXION PHARMACEUTICALS INC | $51,736,000 | +6.1% | 312,000 | 0.0% | 0.54% | -5.6% | |
| FLDM | Buy | FLUIDIGM CORP DEL | $51,455,000 | -6.0% | 2,100,200 | +12.8% | 0.54% | -16.5% |
| PBYI | Sell | PUMA BIOTECHNOLOGY INC | $50,792,000 | +252.8% | 212,900 | -2.4% | 0.53% | +214.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $45,088,000 | -10.6% | 423,000 | -12.2% | 0.47% | -20.4% |
| OSUR | ORASURE TECHNOLOGIES INC | $38,786,000 | -16.1% | 5,372,000 | 0.0% | 0.40% | -25.4% | |
| QGEN | Buy | QIAGEN NV | $38,709,000 | +102.6% | 1,700,000 | +117.6% | 0.40% | +80.4% |
| AFMD | New | AFFIMED THERAPEUTICS B V | $36,632,000 | – | 5,814,630 | +100.0% | 0.38% | – |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDadr | $35,583,000 | – | 662,000 | +100.0% | 0.37% | – |
| EXAS | EXACT SCIENCES CORP | $33,392,000 | +13.8% | 1,723,000 | 0.0% | 0.35% | +1.2% | |
| ROKA | New | ROKA BIOSCIENCE INC | $32,365,000 | – | 3,220,429 | +100.0% | 0.34% | – |
| SLXP | New | SALIX PHARMACEUTICALS INCcall | $31,248,000 | – | 200,000 | +100.0% | 0.33% | – |
| COO | New | COOPER COS INCcall | $31,150,000 | – | 200,000 | +100.0% | 0.32% | – |
| XNPT | XENOPORT INC | $29,838,000 | +11.4% | 5,546,100 | 0.0% | 0.31% | -1.0% | |
| CERS | Buy | CERUS CORP | $28,812,000 | +63.8% | 7,185,000 | +69.5% | 0.30% | +45.4% |
| LOXO | New | LOXO ONCOLOGY INC | $28,569,000 | – | 2,175,857 | +100.0% | 0.30% | – |
| INSYQ | New | INSYS THERAPEUTICS INC NEW | $28,527,000 | – | 735,600 | +100.0% | 0.30% | – |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $28,274,000 | -20.6% | 2,181,600 | 0.0% | 0.30% | -29.4% | |
| AMGN | New | AMGEN INCcall | $28,092,000 | – | 200,000 | +100.0% | 0.29% | – |
| MNKKQ | New | MALLINCKRODT PUB LTD CO | $26,504,000 | – | 294,001 | +100.0% | 0.28% | – |
| MDT | MEDTRONIC INC | $26,223,000 | -2.8% | 423,300 | 0.0% | 0.27% | -13.6% | |
| INCYTE CORPnote 4.750%10/0 | $23,161,000 | -14.2% | 4,242,000 | 0.0% | 0.24% | -23.7% | ||
| NUVA | Buy | NUVASIVE INC | $23,084,000 | +105.4% | 662,000 | +109.5% | 0.24% | +82.6% |
| PCRX | New | PACIRA PHARMACEUTICALS INC | $23,057,000 | – | 237,900 | +100.0% | 0.24% | – |
| AMBI | AMBIT BIOSCIENCES CORP | $22,958,000 | +122.9% | 1,490,769 | 0.0% | 0.24% | +98.3% | |
| ARRY | ARRAY BIOPHARMA INC | $22,858,000 | -21.7% | 6,402,800 | 0.0% | 0.24% | -30.3% | |
| DRTX | DURATA THERAPEUTICS INC | $22,643,000 | -25.5% | 1,785,714 | 0.0% | 0.24% | -33.6% | |
| MGLN | New | MAGELLAN HEALTH INC | $22,034,000 | – | 402,600 | +100.0% | 0.23% | – |
| F113PS | New | COVIDIEN PLCcall | $21,628,000 | – | 250,000 | +100.0% | 0.23% | – |
| PTLA | Sell | PORTOLA PHARMACEUTICALS INC | $21,506,000 | -45.9% | 850,700 | -37.5% | 0.22% | -51.8% |
| CAH | CARDINAL HEALTH INC | $20,753,000 | +9.3% | 277,000 | 0.0% | 0.22% | -2.7% | |
| MRTX | Sell | MIRATI THERAPEUTICS INC | $20,434,000 | -12.8% | 1,167,000 | -0.4% | 0.21% | -22.5% |
| FLUIDIGM CORP DELnote 2.750% 2/0 | $18,645,000 | -11.2% | 21,935,000 | 0.0% | 0.20% | -20.7% | ||
| JAZZ | JAZZ PHARMACEUTICALS PLC | $18,464,000 | +9.2% | 115,000 | 0.0% | 0.19% | -3.0% | |
| VRX | VALEANT PHARMACEUTICALS INTL | $18,106,000 | +4.0% | 138,000 | 0.0% | 0.19% | -7.4% | |
| GWPH | New | GW PHARMACEUTICALS PLCads | $17,868,000 | – | 221,000 | +100.0% | 0.19% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $17,250,000 | – | 200,000 | +100.0% | 0.18% | – |
| SAGE | New | SAGE THERAPEUTICS INC | $16,926,000 | – | 537,335 | +100.0% | 0.18% | – |
| PRQR | New | PROQR THRAPEUTICS N V | $16,331,000 | – | 950,000 | +100.0% | 0.17% | – |
| F113PS | COVIDIEN PLC | $15,624,000 | -4.1% | 180,600 | 0.0% | 0.16% | -14.7% | |
| BMY | New | BRISTOL MYERS SQUIBB COcall | $15,354,000 | – | 300,000 | +100.0% | 0.16% | – |
| PBYI | Sell | PUMA BIOTECHNOLOGY INCcall | $14,314,000 | +155.2% | 60,000 | -29.4% | 0.15% | +127.3% |
| V107SC | Buy | WELLPOINT INC | $14,175,000 | +119.5% | 118,500 | +97.5% | 0.15% | +94.7% |
| SVA | Buy | SINOVAC BIOTECH LTD | $13,571,000 | +46.9% | 2,821,500 | +72.3% | 0.14% | +31.5% |
| MEIP | MEI PHARMA INC | $13,279,000 | +8.8% | 1,924,500 | 0.0% | 0.14% | -2.8% | |
| OPHT | New | OPHTHOTECH CORP | $13,189,000 | – | 338,800 | +100.0% | 0.14% | – |
| VOLCANO CORPORATIONnote 1.750%12/0 | $12,994,000 | +391.8% | 15,000,000 | 0.0% | 0.14% | +338.7% | ||
| SLXP | New | SALIX PHARMACEUTICALS INC | $12,812,000 | – | 82,000 | +100.0% | 0.13% | – |
| FPRX | FIVE PRIME THERAPEUTICS INC | $12,614,000 | -24.6% | 1,075,400 | 0.0% | 0.13% | -32.7% | |
| AGEN | AGENUS INC | $11,153,000 | -3.4% | 3,586,100 | 0.0% | 0.12% | -14.7% | |
| HZNP | New | HORIZON PHARMA PLC | $11,003,000 | – | 896,000 | +100.0% | 0.12% | – |
| XOMA | XOMA CORP DEL | $10,260,000 | -8.3% | 2,437,000 | 0.0% | 0.11% | -18.3% | |
| MRGE | MERGE HEALTHCARE INC | $10,183,000 | -3.1% | 4,628,500 | 0.0% | 0.11% | -13.8% | |
| SNSS | SUNESIS PHARMACEUTICALS INC | $8,568,000 | +9.5% | 1,200,000 | 0.0% | 0.09% | -3.3% | |
| PTX | Sell | PERNIX THERAPEUTICS HLDGS IN | $8,241,000 | -18.8% | 1,073,000 | -5.1% | 0.09% | -27.7% |
| ALIM | ALIMERA SCIENCES INC | $8,130,000 | -9.4% | 1,500,000 | 0.0% | 0.08% | -19.0% | |
| RDHL | REDHILL BIOPHARMA LTDsponsored ads | $7,978,000 | -24.7% | 605,800 | 0.0% | 0.08% | -33.1% | |
| XNCR | Buy | XENCOR INC | $7,808,000 | -16.2% | 838,700 | +4.6% | 0.08% | -24.8% |
| MYL | Sell | MYLAN INC | $7,692,000 | -96.2% | 169,100 | -95.7% | 0.08% | -96.7% |
| GEVA | SYNAGEVA BIOPHARMA CORP | $7,641,000 | -34.4% | 111,100 | 0.0% | 0.08% | -41.6% | |
| ABT | ABBOTT LABS | $7,486,000 | +1.7% | 180,000 | 0.0% | 0.08% | -9.3% | |
| LLY | Sell | LILLY ELI & CO | $7,263,000 | -70.8% | 112,000 | -72.0% | 0.08% | -74.0% |
| NSPR | Sell | INSPIREMD INC | $6,930,000 | -30.8% | 3,150,000 | -7.2% | 0.07% | -39.0% |
| AET | AETNA INC NEW | $6,480,000 | -0.1% | 80,000 | 0.0% | 0.07% | -10.5% | |
| ARQL | ARQULE INC | $6,386,000 | -27.7% | 5,702,000 | 0.0% | 0.07% | -35.6% | |
| IPXL | New | IMPAX LABORATORIES INCcall | $5,928,000 | – | 250,000 | +100.0% | 0.06% | – |
| MDXG | MIMEDX GROUP INC | $5,671,000 | +0.6% | 795,400 | 0.0% | 0.06% | -10.6% | |
| AMAG | New | AMAG PHARMACEUTICALS INC | $5,042,000 | – | 158,000 | +100.0% | 0.05% | – |
| SUPN | SUPERNUS PHARMACEUTICALS INC | $5,040,000 | -20.6% | 580,000 | 0.0% | 0.05% | -29.3% | |
| DVA | DAVITA HEALTHCARE PARTNERS I | $4,754,000 | +1.1% | 65,000 | 0.0% | 0.05% | -9.1% | |
| CSII | Sell | CARDIOVASCULAR SYS INC DEL | $4,017,000 | -37.4% | 170,000 | -17.5% | 0.04% | -44.0% |
| FATE | FATE THERAPEUTICS INC | $3,534,000 | -19.2% | 692,900 | 0.0% | 0.04% | -27.5% | |
| UPI | UROPLASTY INC | $3,409,000 | -6.7% | 1,363,500 | 0.0% | 0.04% | -16.3% | |
| BSX | BOSTON SCIENTIFIC CORP | $3,209,000 | -7.5% | 271,700 | 0.0% | 0.03% | -17.1% | |
| CRIS | CURIS INC | $2,750,000 | -24.2% | 1,950,100 | 0.0% | 0.03% | -32.6% | |
| DSCI | DERMA SCIENCES INC | $2,499,000 | -27.9% | 300,000 | 0.0% | 0.03% | -36.6% | |
| SNSS | New | SUNESIS PHARMACEUTICALS INCcall | $2,499,000 | – | 350,000 | +100.0% | 0.03% | – |
| BONE | New | BACTERIN INTL HLDGS INC | $2,130,000 | – | 475,439 | +100.0% | 0.02% | – |
| NLNK | NEWLINK GENETICS CORPcall | $2,142,000 | -19.3% | 100,000 | 0.0% | 0.02% | -29.0% | |
| BLRX | BIOLINERX LTDsponsored adr | $1,748,000 | -26.0% | 1,135,000 | 0.0% | 0.02% | -35.7% | |
| ACHN | New | ACHILLION PHARMACEUTICALS IN | $1,577,000 | – | 158,000 | +100.0% | 0.02% | – |
| ENDOLOGIX INCnote 2.250%12/1 | $898,000 | -10.5% | 1,000,000 | 0.0% | 0.01% | -25.0% | ||
| New | BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $550,000 | – | 500,000 | +100.0% | 0.01% | – | |
| New | BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1 | $529,000 | – | 500,000 | +100.0% | 0.01% | – | |
| AMRN | AMARIN CORP PLCspons adr new | $436,000 | -38.1% | 400,000 | 0.0% | 0.01% | -37.5% | |
| BIOD | BIODEL INC | $350,000 | -22.7% | 209,700 | 0.0% | 0.00% | -20.0% | |
| ZGNX | Exit | ZOGENIX INCcall | $0 | – | -207,600 | -100.0% | -0.01% | – |
| Exit | BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $0 | – | -500,000 | -100.0% | -0.01% | – | |
| Exit | BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1 | $0 | – | -500,000 | -100.0% | -0.01% | – | |
| CERS | Exit | CERUS CORPcall | $0 | – | -500,000 | -100.0% | -0.02% | – |
| ANTH | Exit | ANTHERA PHARMACEUTICALS INC | $0 | – | -932,750 | -100.0% | -0.04% | – |
| ANGO | Exit | ANGIODYNAMICS INCcall | $0 | – | -200,000 | -100.0% | -0.04% | – |
| RNA | Exit | PROSENSA HLDG N V | $0 | – | -264,000 | -100.0% | -0.04% | – |
| IRWD | Exit | IRONWOOD PHARMACEUTICALS INCcall | $0 | – | -300,000 | -100.0% | -0.05% | – |
| PTCT | Exit | PTC THERAPEUTICS INC | $0 | – | -178,100 | -100.0% | -0.06% | – |
| CPRX | Exit | CATALYST PHARM PARTNERS INC | $0 | – | -1,895,000 | -100.0% | -0.06% | – |
| MYL | Exit | MYLAN INCcall | $0 | – | -100,000 | -100.0% | -0.06% | – |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDcall | $0 | – | -100,000 | -100.0% | -0.06% | – |
| XLRN | Exit | ACCELERON PHARMA INC | $0 | – | -171,800 | -100.0% | -0.07% | – |
| VCRA | Exit | VOCERA COMMUNICATIONS INC | $0 | – | -447,500 | -100.0% | -0.07% | – |
| CBST | Exit | CUBIST PHARMACEUTICALS INC | $0 | – | -90,000 | -100.0% | -0.07% | – |
| FLDM | Exit | FLUIDIGM CORP DELcall | $0 | – | -250,000 | -100.0% | -0.09% | – |
| VNDA | Exit | VANDA PHARMACEUTICALS INC | $0 | – | -455,000 | -100.0% | -0.09% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -229,000 | -100.0% | -0.09% | – |
| HZNP | Exit | HORIZON PHARMA INC | $0 | – | -546,000 | -100.0% | -0.10% | – |
| STJ | Exit | ST JUDE MED INCcall | $0 | – | -125,000 | -100.0% | -0.10% | – |
| QCOR | Exit | QUESTCOR PHARMACEUTICALS INCcall | $0 | – | -100,000 | -100.0% | -0.11% | – |
| FRX | Exit | FOREST LABS INC | $0 | – | -97,000 | -100.0% | -0.11% | – |
| INSM | Exit | INSMED INC | $0 | – | -538,500 | -100.0% | -0.13% | – |
| NXTM | Exit | NXSTAGE MEDICAL INC | $0 | – | -795,200 | -100.0% | -0.13% | – |
| QCOR | Exit | QUESTCOR PHARMACEUTICALS INCput | $0 | – | -125,000 | -100.0% | -0.14% | – |
| QCOR | Exit | QUESTCOR PHARMACEUTICALS INC | $0 | – | -125,000 | -100.0% | -0.14% | – |
| ALKS | Exit | ALKERMES PLC | $0 | – | -433,300 | -100.0% | -0.26% | – |
| JAZZ | Exit | JAZZ PHARMACEUTICALS PLCcall | $0 | – | -150,000 | -100.0% | -0.26% | – |
| BONE | Exit | BACTERIN INTL HLDGS INC | $0 | – | -4,754,386 | -100.0% | -0.38% | – |
| IBB | Exit | ISHARESput | $0 | – | -150,000 | -100.0% | -0.45% | – |
| AGN | Exit | ALLERGAN INCcall | $0 | – | -250,000 | -100.0% | -0.50% | – |
| BMRN | Exit | BIOMARIN PHARMACEUTICAL INC | $0 | – | -1,435,400 | -100.0% | -1.05% | – |
| ITMN | Exit | INTERMUNE INC | $0 | – | -5,425,200 | -100.0% | -2.81% | – |
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 2014-11-14
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 | 2024-04-26 |
| 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.