$11.7 Billion is the total value of Orbimed Advisors's 135 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 38.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $572,941,000 | +26.2% | 8,882,800 | +15.5% | 4.89% | +12.8% |
| BIIB | Sell | BIOGEN INC | $509,559,000 | +0.4% | 1,206,800 | -19.3% | 4.35% | -10.3% |
| AMGN | Buy | AMGEN INC | $487,383,000 | +13.0% | 3,049,000 | +12.6% | 4.16% | +0.9% |
| B108PS | Buy | ACTAVIS PLC | $469,700,000 | +22.6% | 1,578,187 | +6.0% | 4.01% | +9.5% |
| CELG | Sell | CELGENE CORP | $365,668,000 | -10.6% | 3,172,000 | -13.3% | 3.12% | -20.2% |
| GILD | Sell | GILEAD SCIENCES INC | $334,761,000 | -16.4% | 3,411,400 | -19.7% | 2.86% | -25.3% |
| HCA | Buy | HCA HOLDINGS INC | $331,614,000 | +4.9% | 4,408,000 | +2.3% | 2.83% | -6.3% |
| SHPG | Buy | SHIRE PLCsponsored adr | $331,417,000 | +33.3% | 1,385,000 | +18.4% | 2.83% | +19.1% |
| RLYP | RELYPSA INC | $319,492,000 | +17.1% | 8,857,551 | 0.0% | 2.73% | +4.6% | |
| ICPT | Sell | INTERCEPT PHARMACEUTICALS IN | $315,862,000 | +36.3% | 1,120,000 | -24.6% | 2.70% | +21.8% |
| IPXL | IMPAX LABORATORIES INC | $312,998,000 | +47.9% | 6,678,000 | 0.0% | 2.67% | +32.1% | |
| MDVN | Buy | MEDIVATION INC | $303,173,000 | +34.1% | 2,348,900 | +3.5% | 2.59% | +19.8% |
| ABBV | Sell | ABBVIE INC | $281,864,000 | -19.2% | 4,814,900 | -9.7% | 2.41% | -27.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $243,384,000 | +21.7% | 1,811,700 | +13.5% | 2.08% | +8.8% |
| COO | Buy | COOPER COS INC | $241,866,000 | +22.2% | 1,290,500 | +5.7% | 2.06% | +9.2% |
| INCY | Sell | INCYTE CORP | $240,378,000 | +4.4% | 2,622,500 | -16.7% | 2.05% | -6.7% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $239,820,000 | +5556.1% | 13,511,000 | +4122.2% | 2.05% | +4892.7% |
| HNT | Buy | HEALTH NET INC | $233,576,000 | +17.6% | 3,861,400 | +4.0% | 1.99% | +5.1% |
| MOH | Sell | MOLINA HEALTHCARE INC | $232,763,000 | +21.4% | 3,459,100 | -3.4% | 1.99% | +8.5% |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC | $231,652,000 | +73.7% | 5,833,600 | -2.3% | 1.98% | +55.3% |
| ILMN | Sell | ILLUMINA INC | $223,325,000 | -18.1% | 1,203,000 | -18.5% | 1.91% | -26.8% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $206,911,000 | -11.1% | 409,700 | -6.9% | 1.77% | -20.6% |
| PRGO | PERRIGO CO PLC | $206,573,000 | -1.0% | 1,247,800 | 0.0% | 1.76% | -11.5% | |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $192,194,000 | +4.4% | 12,012,100 | 0.0% | 1.64% | -6.7% | |
| REGN | Buy | REGENERON PHARMACEUTICALS | $190,434,000 | +19.0% | 421,800 | +8.1% | 1.63% | +6.3% |
| A | AGILENT TECHNOLOGIES INC | $168,319,000 | +1.5% | 4,051,000 | 0.0% | 1.44% | -9.3% | |
| MCK | Sell | MCKESSON CORP | $161,281,000 | +4.7% | 713,000 | -3.9% | 1.38% | -6.5% |
| B108PS | New | ACTAVIS PLCcall | $148,810,000 | – | 500,000 | +100.0% | 1.27% | – |
| ZBH | Sell | ZIMMER HLDGS INC | $144,315,000 | -0.8% | 1,228,000 | -4.3% | 1.23% | -11.4% |
| TRNX | TORNIER N V | $125,987,000 | +2.8% | 4,805,000 | 0.0% | 1.08% | -8.2% | |
| TSRO | Buy | TESARO INC | $118,112,000 | +138.8% | 2,057,700 | +54.7% | 1.01% | +113.1% |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $115,664,000 | -40.8% | 1,333,000 | -42.2% | 0.99% | -47.1% |
| ACTPRA | New | ACTAVIS PLCpfd conv ser a | $105,450,000 | – | 104,200 | +100.0% | 0.90% | – |
| PFE | Buy | PFIZER INC | $103,813,000 | +20.8% | 2,984,000 | +8.2% | 0.89% | +7.9% |
| SYK | Buy | STRYKER CORP | $102,674,000 | +5.5% | 1,113,000 | +7.9% | 0.88% | -5.8% |
| MGLN | Buy | MAGELLAN HEALTH INC | $100,196,000 | +38.2% | 1,414,800 | +17.1% | 0.86% | +23.4% |
| MNKKQ | Buy | MALLINCKRODT PUB LTD CO | $100,180,000 | +78.4% | 791,001 | +39.5% | 0.86% | +59.2% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $98,036,000 | +59.6% | 565,700 | +70.4% | 0.84% | +42.6% |
| AFFX | Buy | AFFYMETRIX INC | $92,329,000 | +42.4% | 7,351,000 | +11.9% | 0.79% | +27.3% |
| FLDM | FLUIDIGM CORP DEL | $89,934,000 | +24.8% | 2,136,200 | 0.0% | 0.77% | +11.5% | |
| PBYI | Buy | PUMA BIOTECHNOLOGY INC | $87,408,000 | +84.1% | 370,200 | +47.5% | 0.75% | +64.3% |
| CAH | Buy | CARDINAL HEALTH INC | $86,659,000 | +230.3% | 960,000 | +195.4% | 0.74% | +194.8% |
| OTIC | OTONOMY INC | $79,786,000 | +6.1% | 2,256,398 | 0.0% | 0.68% | -5.3% | |
| OPHT | Buy | OPHTHOTECH CORP | $77,640,000 | +100.8% | 1,668,600 | +93.6% | 0.66% | +79.2% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $74,260,000 | +85.7% | 1,000,400 | +40.1% | 0.63% | +66.0% |
| INSYQ | INSYS THERAPEUTICS INC NEW | $72,267,000 | +37.9% | 1,243,200 | 0.0% | 0.62% | +23.2% | |
| ARRY | Buy | ARRAY BIOPHARMA INC | $68,042,000 | +98.5% | 9,232,310 | +27.4% | 0.58% | +77.1% |
| TEVA | Buy | TEVA PHARMACEUTICAL INDS LTDadr | $67,969,000 | +195.5% | 1,091,000 | +172.8% | 0.58% | +163.6% |
| PODD | INSULET CORP | $66,600,000 | -27.6% | 1,997,000 | 0.0% | 0.57% | -35.3% | |
| BLUE | New | BLUEBIRD BIO INC | $66,508,000 | – | 550,700 | +100.0% | 0.57% | – |
| T107PS | WRIGHT MED GROUP INC | $65,197,000 | -4.0% | 2,527,000 | 0.0% | 0.56% | -14.2% | |
| BMY | Buy | BRISTOL MYERS SQUIBB COcall | $64,500,000 | +337.1% | 1,000,000 | +300.0% | 0.55% | +290.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $61,668,000 | +19.1% | 613,000 | +23.8% | 0.53% | +6.3% |
| SIEN | SIENTRA INC | $61,126,000 | +14.3% | 3,185,308 | 0.0% | 0.52% | +2.2% | |
| INFI | Sell | INFINITY PHARMACEUTICALS INC | $59,623,000 | -25.5% | 4,264,900 | -10.0% | 0.51% | -33.5% |
| New | MEDTRONIC PLC | $54,258,000 | – | 695,707 | +100.0% | 0.46% | – | |
| NUVA | NUVASIVE INC | $49,301,000 | -2.5% | 1,072,000 | 0.0% | 0.42% | -12.8% | |
| KYTH | Buy | KYTHERA BIOPHARMACEUTICALS I | $47,537,000 | +89.6% | 947,900 | +31.1% | 0.41% | +69.2% |
| PRQR | Buy | PROQR THRAPEUTICS N V | $40,071,000 | +1.1% | 1,831,400 | +0.1% | 0.34% | -9.8% |
| XNPT | XENOPORT INC | $39,488,000 | -18.8% | 5,546,100 | 0.0% | 0.34% | -27.5% | |
| EXAS | EXACT SCIENCES CORP | $39,152,000 | -19.8% | 1,778,000 | 0.0% | 0.33% | -28.3% | |
| MRTX | Buy | MIRATI THERAPEUTICS INC | $37,148,000 | +71.9% | 1,267,000 | +8.6% | 0.32% | +53.1% |
| AFMD | AFFIMED N V | $36,632,000 | +1.6% | 5,814,630 | 0.0% | 0.31% | -9.0% | |
| CERS | Buy | CERUS CORP | $34,643,000 | -21.1% | 8,307,727 | +18.1% | 0.30% | -29.4% |
| PTLA | PORTOLA PHARMACEUTICALS INC | $32,293,000 | +34.0% | 850,700 | 0.0% | 0.28% | +20.0% | |
| VRX | VALEANT PHARMACEUTICALS INTL | $32,176,000 | +38.8% | 162,000 | 0.0% | 0.28% | +23.9% | |
| HZNP | HORIZON PHARMA PLC | $27,918,000 | +101.5% | 1,075,000 | 0.0% | 0.24% | +80.3% | |
| UNH | UNITEDHEALTH GROUP INC | $27,798,000 | +17.0% | 235,000 | 0.0% | 0.24% | +4.4% | |
| ZIOP | New | ZIOPHARM ONCOLOGY INC | $27,331,000 | – | 2,537,700 | +100.0% | 0.23% | – |
| FWP | FORWARD PHARMA A/Ssponsored adr | $27,204,000 | +36.0% | 960,600 | 0.0% | 0.23% | +21.5% | |
| LOXO | LOXO ONCOLOGY INC | $27,089,000 | +6.0% | 2,175,857 | 0.0% | 0.23% | -5.3% | |
| NLNK | New | NEWLINK GENETICS CORP | $26,988,000 | – | 493,300 | +100.0% | 0.23% | – |
| RCPT | RECEPTOS INC | $25,739,000 | +34.6% | 156,100 | 0.0% | 0.22% | +20.2% | |
| ASND | New | ASCENDIS PHARMA A Ssponsored adr | $25,140,000 | – | 1,448,991 | +100.0% | 0.22% | – |
| Sell | INCYTE CORPnote 4.750%10/0 | $23,652,000 | -33.0% | 2,742,000 | -35.4% | 0.20% | -40.1% | |
| MRK | Sell | MERCK & CO INC NEW | $23,279,000 | -85.9% | 405,000 | -86.1% | 0.20% | -87.4% |
| FLUIDIGM CORP DELnote 2.750% 2/0 | $21,990,000 | +10.8% | 21,935,000 | 0.0% | 0.19% | -1.1% | ||
| SAGE | SAGE THERAPEUTICS INC | $20,712,000 | +37.2% | 412,335 | 0.0% | 0.18% | +22.9% | |
| MRGE | MERGE HEALTHCARE INC | $20,689,000 | +25.6% | 4,628,500 | 0.0% | 0.18% | +12.7% | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $19,871,000 | +5.5% | 115,000 | 0.0% | 0.17% | -5.6% | |
| BAX | New | BAXTER INTL INC | $19,605,000 | – | 286,200 | +100.0% | 0.17% | – |
| GWPH | New | GW PHARMACEUTICALS PLCads | $18,408,000 | – | 202,000 | +100.0% | 0.16% | – |
| CNXR | Buy | CONNECTURE INC | $18,009,000 | +561.1% | 1,740,000 | +475.6% | 0.15% | +492.3% |
| ASMB | New | ASSEMBLY BIOSCIENCES INC | $17,874,000 | – | 1,350,000 | +100.0% | 0.15% | – |
| CLDX | Sell | CELLDEX THERAPEUTICS INC NEW | $16,722,000 | -55.6% | 600,000 | -70.9% | 0.14% | -60.3% |
| XNCR | Sell | XENCOR INC | $16,004,000 | -4.6% | 1,044,615 | -0.1% | 0.14% | -14.4% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $15,926,000 | -92.3% | 135,000 | -92.2% | 0.14% | -93.1% |
| PCRX | PACIRA PHARMACEUTICALS INC | $15,638,000 | +0.2% | 176,000 | 0.0% | 0.13% | -10.7% | |
| AMAG | Sell | AMAG PHARMACEUTICALS INC | $15,032,000 | -24.8% | 275,000 | -41.4% | 0.13% | -33.0% |
| SGYPQ | New | SYNERGY PHARMACEUTICALS DEL | $14,420,000 | – | 3,121,148 | +100.0% | 0.12% | – |
| SLXP | SALIX PHARMACEUTICALS INC | $14,170,000 | +50.3% | 82,000 | 0.0% | 0.12% | +34.4% | |
| MYL | New | MYLAN N Vput | $13,354,000 | – | 225,000 | +100.0% | 0.11% | – |
| SVA | Sell | SINOVAC BIOTECH LTD | $13,231,000 | -10.3% | 2,667,500 | -5.5% | 0.11% | -19.9% |
| OSUR | ORASURE TECHNOLOGIES INC | $12,939,000 | -35.5% | 1,978,500 | 0.0% | 0.11% | -42.7% | |
| LBIO | New | LION BIOTECHNOLOGIES INC | $12,110,000 | – | 1,000,000 | +100.0% | 0.10% | – |
| ASPX | Buy | AUSPEX PHARMACEUTICALS INC | $11,892,000 | +142.1% | 118,600 | +26.7% | 0.10% | +117.0% |
| PBYI | New | PUMA BIOTECHNOLOGY INCcall | $11,806,000 | – | 50,000 | +100.0% | 0.10% | – |
| PTX | PERNIX THERAPEUTICS HLDGS IN | $11,470,000 | +13.8% | 1,073,000 | 0.0% | 0.10% | +2.1% | |
| AAVL | New | AVALANCHE BIOTECHNOLOGIES IN | $11,504,000 | – | 283,900 | +100.0% | 0.10% | – |
| ARQL | Sell | ARQULE INC | $10,967,000 | +57.7% | 4,896,108 | -14.1% | 0.09% | +42.4% |
| CLLS | New | CELLECTIS S Asponsored ads | $10,374,000 | – | 300,000 | +100.0% | 0.09% | – |
| ROKA | ROKA BIOSCIENCE INC | $10,305,000 | -27.4% | 3,220,429 | 0.0% | 0.09% | -35.3% | |
| AET | AETNA INC NEW | $10,014,000 | +19.9% | 94,000 | 0.0% | 0.08% | +6.2% | |
| RDHL | Buy | REDHILL BIOPHARMA LTDsponsored ads | $9,978,000 | +23.6% | 685,800 | +13.2% | 0.08% | +10.4% |
| ONCE | New | SPARK THERAPEUTICS INC | $9,843,000 | – | 127,000 | +100.0% | 0.08% | – |
| ABT | ABBOTT LABS | $9,776,000 | +2.9% | 211,000 | 0.0% | 0.08% | -8.8% | |
| MDXG | MIMEDX GROUP INC | $8,703,000 | -9.8% | 836,800 | 0.0% | 0.07% | -19.6% | |
| ARRY | New | ARRAY BIOPHARMA INCcall | $8,107,000 | – | 1,100,000 | +100.0% | 0.07% | – |
| INCYTE CORPnote 1.250%11/1 | $8,027,000 | +22.4% | 4,250,000 | 0.0% | 0.07% | +9.5% | ||
| INCYTE CORPnote 0.375%11/1 | $7,799,000 | +21.4% | 4,250,000 | 0.0% | 0.07% | +9.8% | ||
| NVTA | New | INVITAE CORP | $7,654,000 | – | 456,666 | +100.0% | 0.06% | – |
| ALIM | ALIMERA SCIENCES INC | $7,515,000 | -9.6% | 1,500,000 | 0.0% | 0.06% | -19.0% | |
| CTRX | New | CATAMARAN CORP | $7,145,000 | – | 120,000 | +100.0% | 0.06% | – |
| SUPN | SUPERNUS PHARMACEUTICALS INC | $7,012,000 | +45.7% | 580,000 | 0.0% | 0.06% | +30.4% | |
| DVA | DAVITA HEALTHCARE PARTNERS I | $6,177,000 | +7.3% | 76,000 | 0.0% | 0.05% | -3.6% | |
| ADXS | New | ADVAXIS INC | $6,211,000 | – | 430,100 | +100.0% | 0.05% | – |
| Sell | OREXIGEN THERAPEUTICS INCnote 2.750%12/0 | $6,066,000 | -19.5% | 5,210,000 | -30.5% | 0.05% | -27.8% | |
| IPXL | Sell | IMPAX LABORATORIES INCcall | $4,687,000 | -1.4% | 100,000 | -33.3% | 0.04% | -11.1% |
| DRNA | New | DICERNA PHARMACEUTICALS INC | $4,686,000 | – | 195,000 | +100.0% | 0.04% | – |
| FATE | FATE THERAPEUTICS INC | $3,388,000 | -2.8% | 692,900 | 0.0% | 0.03% | -12.1% | |
| SNN | New | SMITH & NEPHEW PLCcall | $3,417,000 | – | 100,000 | +100.0% | 0.03% | – |
| DSCI | DERMA SCIENCES INC | $2,541,000 | -9.0% | 300,000 | 0.0% | 0.02% | -18.5% | |
| EHTH | New | EHEALTH INC | $2,562,000 | – | 273,100 | +100.0% | 0.02% | – |
| AKRXQ | New | AKORN INCcall | $2,376,000 | – | 50,000 | +100.0% | 0.02% | – |
| BLRX | BIOLINERX LTDsponsored adr | $2,395,000 | +30.2% | 1,135,000 | 0.0% | 0.02% | +11.1% | |
| BONE | BACTERIN INTL HLDGS INC | $1,949,000 | +35.3% | 475,439 | 0.0% | 0.02% | +21.4% | |
| QLTI | New | QLT INCcall | $1,955,000 | – | 500,000 | +100.0% | 0.02% | – |
| VTL | New | VITAL THERAPIES INCput | $1,876,000 | – | 75,000 | +100.0% | 0.02% | – |
| CRIS | Sell | CURIS INC | $1,738,000 | -40.6% | 724,000 | -62.9% | 0.02% | -46.4% |
| CEMP | CEMPRA INC | $1,716,000 | +45.9% | 50,000 | 0.0% | 0.02% | +36.4% | |
| UPI | UROPLASTY INC | $1,663,000 | -40.8% | 1,363,500 | 0.0% | 0.01% | -48.1% | |
| ACHN | ACHILLION PHARMACEUTICALS IN | $1,558,000 | -19.5% | 158,000 | 0.0% | 0.01% | -31.6% | |
| AMRN | Sell | AMARIN CORP PLCspons adr new | $819,000 | +108.9% | 350,000 | -12.5% | 0.01% | +75.0% |
| BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1 | $746,000 | +25.8% | 500,000 | 0.0% | 0.01% | 0.0% | ||
| BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $758,000 | +24.1% | 500,000 | 0.0% | 0.01% | 0.0% | ||
| BIOD | Exit | BIODEL INC | $0 | – | -209,700 | -100.0% | -0.00% | – |
| Exit | ENDOLOGIX INCnote 2.250%12/1 | $0 | – | -1,000,000 | -100.0% | -0.01% | – | |
| SGMO | Exit | SANGAMO BIOSCIENCES INCcall | $0 | – | -100,000 | -100.0% | -0.02% | – |
| NSPR | Exit | INSPIREMD INC | $0 | – | -3,150,000 | -100.0% | -0.02% | – |
| SGEN | Exit | SEATTLE GENETICS INCput | $0 | – | -100,000 | -100.0% | -0.03% | – |
| NLNK | Exit | NEWLINK GENETICS CORPcall | $0 | – | -100,000 | -100.0% | -0.04% | – |
| RGLS | Exit | REGULUS THERAPEUTICS INC | $0 | – | -400,000 | -100.0% | -0.06% | – |
| GEVA | Exit | SYNAGEVA BIOPHARMA CORP | $0 | – | -77,800 | -100.0% | -0.07% | – |
| XOMA | Exit | XOMA CORP DEL | $0 | – | -2,000,000 | -100.0% | -0.07% | – |
| AEGR | Exit | AEGERION PHARMACEUTICALS INCcall | $0 | – | -400,000 | -100.0% | -0.08% | – |
| AGEN | Exit | AGENUS INC | $0 | – | -2,441,500 | -100.0% | -0.09% | – |
| MEIP | Exit | MEI PHARMA INC | $0 | – | -2,424,500 | -100.0% | -0.10% | – |
| SHPG | Exit | SHIRE PLCcall | $0 | – | -50,000 | -100.0% | -0.10% | – |
| STJ | Exit | ST JUDE MED INC | $0 | – | -173,000 | -100.0% | -0.11% | – |
| Exit | VOLCANO CORPORATIONnote 1.750%12/0 | $0 | – | -15,000,000 | -100.0% | -0.14% | – | |
| ANTM | Exit | ANTHEM INC | $0 | – | -138,800 | -100.0% | -0.17% | – |
| F113PS | Exit | COVIDIEN PLC | $0 | – | -211,200 | -100.0% | -0.21% | – |
| F113PS | Exit | COVIDIEN PLCcall | $0 | – | -250,000 | -100.0% | -0.24% | – |
| MDT | Exit | MEDTRONIC INC | $0 | – | -493,800 | -100.0% | -0.34% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -200,000 | -100.0% | -0.39% | – |
| AGN | Exit | ALLERGAN INCcall | $0 | – | -250,000 | -100.0% | -0.51% | – |
| P103PS | Exit | NPS PHARMACEUTICALS INC | $0 | – | -2,954,900 | -100.0% | -1.01% | – |
| AGN | Exit | ALLERGAN INC | $0 | – | -741,300 | -100.0% | -1.51% | – |
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 2015-05-15
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.