$13.6 Billion is the total value of Orbimed Advisors's 137 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 44.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BONE | Bacterin International Holdings Inc | $1,664,037,000 | +85279.0% | 475,439 | 0.0% | 12.21% | +71723.5% | |
| BIIB | Buy | BIOGEN INC | $516,599,000 | +1.4% | 1,278,900 | +6.0% | 3.79% | -12.9% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $515,758,000 | -10.0% | 7,751,100 | -12.7% | 3.78% | -22.6% |
| AGN | New | ALLERGAN PLC | $458,624,000 | – | 1,511,315 | +100.0% | 3.36% | – |
| HCA | Buy | HCA HOLDINGS INC | $455,179,000 | +37.3% | 5,017,400 | +13.8% | 3.34% | +18.0% |
| ABBV | Buy | ABBVIE INC | $447,821,000 | +58.9% | 6,665,000 | +38.4% | 3.29% | +36.6% |
| CELG | Buy | CELGENE CORP | $442,802,000 | +21.1% | 3,826,000 | +20.6% | 3.25% | +4.1% |
| AMGN | Sell | AMGEN INC | $442,291,000 | -9.3% | 2,881,000 | -5.5% | 3.24% | -22.0% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $383,736,000 | +60.0% | 21,680,000 | +60.5% | 2.82% | +37.6% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $369,566,000 | +277.0% | 2,044,400 | +261.4% | 2.71% | +224.0% |
| GILD | Sell | GILEAD SCIENCES INC | $338,993,000 | +1.3% | 2,895,400 | -15.1% | 2.49% | -13.0% |
| SHPG | Sell | SHIRE PLCsponsored adr | $315,386,000 | -4.8% | 1,306,000 | -5.7% | 2.31% | -18.2% |
| IPXL | Buy | IMPAX LABORATORIES INC | $309,464,000 | -1.1% | 6,739,200 | +0.9% | 2.27% | -15.0% |
| ICPT | INTERCEPT PHARMACEUTICALS IN | $270,346,000 | -14.4% | 1,120,000 | 0.0% | 1.98% | -26.4% | |
| ILMN | Sell | ILLUMINA INC | $251,332,000 | +12.5% | 1,151,000 | -4.3% | 1.84% | -3.3% |
| MOH | Buy | MOLINA HEALTHCARE INC | $245,199,000 | +5.3% | 3,487,900 | +0.8% | 1.80% | -9.5% |
| RLYP | Sell | RELYPSA INC | $244,866,000 | -23.4% | 7,400,000 | -16.5% | 1.80% | -34.1% |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC | $243,313,000 | +5.0% | 5,094,500 | -12.7% | 1.78% | -9.8% |
| INCY | Sell | INCYTE CORP | $241,194,000 | +0.3% | 2,314,500 | -11.7% | 1.77% | -13.7% |
| HNT | Sell | HEALTH NET INC | $237,385,000 | +1.6% | 3,702,200 | -4.1% | 1.74% | -12.6% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $235,578,000 | +23.7% | 461,800 | +9.5% | 1.73% | +6.3% |
| COO | Buy | COOPER COS INC | $231,610,000 | -4.2% | 1,301,400 | +0.8% | 1.70% | -17.7% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $181,924,000 | -25.3% | 1,402,000 | -22.6% | 1.34% | -35.8% |
| MDVN | Sell | MEDIVATION INC | $161,410,000 | -46.8% | 1,413,400 | -39.8% | 1.18% | -54.3% |
| BLUE | Buy | BLUEBIRD BIO INC | $161,349,000 | +142.6% | 958,300 | +74.0% | 1.18% | +108.5% |
| MCK | Buy | MCKESSON CORP | $161,414,000 | +0.1% | 718,000 | +0.7% | 1.18% | -14.0% |
| IRWD | Buy | IRONWOOD PHARMACEUTICALS INC | $149,574,000 | -22.2% | 12,402,500 | +3.3% | 1.10% | -33.1% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $145,980,000 | -29.4% | 301,300 | -26.5% | 1.07% | -39.4% |
| A | Sell | AGILENT TECHNOLOGIES INC | $141,511,000 | -15.9% | 3,668,000 | -9.5% | 1.04% | -27.8% |
| TSRO | Buy | TESARO INC | $121,782,000 | +3.1% | 2,071,480 | +0.7% | 0.89% | -11.3% |
| TRNX | TORNIER N V | $120,077,000 | -4.7% | 4,805,000 | 0.0% | 0.88% | -18.0% | |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $119,357,000 | +3.2% | 1,342,000 | +0.7% | 0.88% | -11.2% |
| RCPT | Buy | RECEPTOS INC | $119,370,000 | +363.8% | 628,100 | +302.4% | 0.88% | +298.2% |
| PBYI | Buy | PUMA BIOTECHNOLOGY INC | $109,838,000 | +25.7% | 940,800 | +154.1% | 0.81% | +8.0% |
| AGNPRA | New | ALLERGAN PLCpfd conv ser a | $108,960,000 | – | 104,200 | +100.0% | 0.80% | – |
| PFE | Buy | PFIZER INC | $102,367,000 | -1.4% | 3,053,000 | +2.3% | 0.75% | -15.2% |
| MGLN | Buy | MAGELLAN HEALTH INC | $101,651,000 | +1.5% | 1,450,700 | +2.5% | 0.75% | -12.7% |
| CYH | New | COMMUNITY HEALTH SYS INC NEW | $96,344,000 | – | 1,530,000 | +100.0% | 0.71% | – |
| INSYQ | Buy | INSYS THERAPEUTICS INC NEW | $94,218,000 | +30.4% | 2,623,000 | +111.0% | 0.69% | +12.0% |
| MNKKQ | Buy | MALLINCKRODT PUB LTD CO | $93,587,000 | -6.6% | 795,000 | +0.5% | 0.69% | -19.6% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $88,337,000 | +19.0% | 1,005,200 | +0.5% | 0.65% | +2.2% |
| T107PS | Buy | WRIGHT MED GROUP INC | $87,630,000 | +34.4% | 3,337,000 | +32.1% | 0.64% | +15.4% |
| OPHT | Buy | OPHTHOTECH CORP | $87,180,000 | +12.3% | 1,674,600 | +0.4% | 0.64% | -3.5% |
| GKOS | New | GLAUKOS CORP | $83,982,000 | – | 2,897,937 | +100.0% | 0.62% | – |
| AFFX | Buy | AFFYMETRIX INC | $82,020,000 | -11.2% | 7,511,000 | +2.2% | 0.60% | -23.6% |
| ADAP | New | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $80,857,000 | – | 4,411,186 | +100.0% | 0.59% | – |
| SIEN | Sell | SIENTRA INC | $80,365,000 | +31.5% | 3,185,306 | -0.0% | 0.59% | +13.0% |
| AFMD | AFFIMED N V | $78,323,000 | +113.8% | 5,814,630 | 0.0% | 0.58% | +83.7% | |
| ARRY | Buy | ARRAY BIOPHARMA INC | $72,536,000 | +6.6% | 10,060,500 | +9.0% | 0.53% | -8.4% |
| NUVA | Buy | NUVASIVE INC | $70,454,000 | +42.9% | 1,487,000 | +38.7% | 0.52% | +22.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $60,133,000 | -2.5% | 617,000 | +0.7% | 0.44% | -16.2% |
| FLDM | Buy | FLUIDIGM CORP DEL | $59,288,000 | -34.1% | 2,449,900 | +14.7% | 0.44% | -43.4% |
| EXAS | EXACT SCIENCES CORP | $52,878,000 | +35.1% | 1,778,000 | 0.0% | 0.39% | +16.2% | |
| OTIC | OTONOMY INC | $51,875,000 | -35.0% | 2,256,398 | 0.0% | 0.38% | -44.1% | |
| INFI | Buy | INFINITY PHARMACEUTICALS INC | $48,358,000 | -18.9% | 4,416,300 | +3.5% | 0.36% | -30.3% |
| MDT | New | MEDTRONIC PLC | $47,891,000 | – | 646,300 | +100.0% | 0.35% | – |
| CMRX | New | CHIMERIX INC | $47,198,000 | – | 1,021,600 | +100.0% | 0.35% | – |
| CERS | CERUS CORP | $43,117,000 | +24.5% | 8,307,727 | 0.0% | 0.32% | +6.8% | |
| INSM | New | INSMED INC | $41,722,000 | – | 1,708,500 | +100.0% | 0.31% | – |
| SPY | New | SPDR S&P 500 ETF TRput | $41,170,000 | – | 200,000 | +100.0% | 0.30% | – |
| GWPH | Buy | GW PHARMACEUTICALS PLCads | $39,923,000 | +116.9% | 325,000 | +60.9% | 0.29% | +86.6% |
| LOXO | LOXO ONCOLOGY INC | $39,231,000 | +44.8% | 2,175,857 | 0.0% | 0.29% | +24.7% | |
| PTLA | PORTOLA PHARMACEUTICALS INC | $38,749,000 | +20.0% | 850,700 | 0.0% | 0.28% | +2.9% | |
| VRX | Buy | VALEANT PHARMACEUTICALS INTL | $36,655,000 | +13.9% | 165,000 | +1.9% | 0.27% | -2.2% |
| FWP | FORWARD PHARMA A/Ssponsored adr | $36,551,000 | +34.4% | 960,600 | 0.0% | 0.27% | +15.5% | |
| XNPT | Buy | XENOPORT INC | $35,360,000 | -10.5% | 5,768,400 | +4.0% | 0.26% | -23.1% |
| BMY | Sell | BRISTOL MYERS SQUIBB COcall | $33,270,000 | -48.4% | 500,000 | -50.0% | 0.24% | -55.7% |
| HZNP | Sell | HORIZON PHARMA PLC | $33,038,000 | +18.3% | 951,000 | -11.5% | 0.24% | +1.7% |
| INCYTE CORPnote 4.750%10/0 | $32,436,000 | +37.1% | 2,742,000 | 0.0% | 0.24% | +17.8% | ||
| ADRO | New | ADURO BIOTECH INC | $32,317,000 | – | 1,065,522 | +100.0% | 0.24% | – |
| PRQR | PROQR THRAPEUTICS N V | $30,529,000 | -23.8% | 1,831,400 | 0.0% | 0.22% | -34.5% | |
| DYAX | New | DYAX CORP | $29,601,000 | – | 1,117,000 | +100.0% | 0.22% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $29,036,000 | +4.5% | 238,000 | +1.3% | 0.21% | -10.1% |
| ASMB | Buy | ASSEMBLY BIOSCIENCES INC | $26,908,000 | +50.5% | 1,397,100 | +3.5% | 0.20% | +28.8% |
| GLPG | New | GALAPAGOS NVspon adr | $26,414,000 | – | 512,900 | +100.0% | 0.19% | – |
| SGYPQ | SYNERGY PHARMACEUTICALS DEL | $25,906,000 | +79.7% | 3,121,148 | 0.0% | 0.19% | +54.5% | |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $25,715,000 | – | 188,000 | +100.0% | 0.19% | – |
| ASND | ASCENDIS PHARMA A Ssponsored adr | $25,618,000 | +1.9% | 1,448,991 | 0.0% | 0.19% | -12.6% | |
| MRK | Buy | MERCK & CO INC NEW | $23,626,000 | +1.5% | 415,000 | +2.5% | 0.17% | -13.1% |
| CYNA | New | CYNAPSUS THERAPEUTICS INC | $23,274,000 | – | 1,140,325 | +100.0% | 0.17% | – |
| ZBH | Sell | ZIMMER BIOMET HLDGS INC | $23,190,000 | -83.9% | 212,300 | -82.7% | 0.17% | -86.2% |
| XNCR | XENCOR INC | $22,950,000 | +43.4% | 1,044,615 | 0.0% | 0.17% | +22.6% | |
| MRTX | Sell | MIRATI THERAPEUTICS INC | $21,415,000 | -42.4% | 680,500 | -46.3% | 0.16% | -50.5% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $20,248,000 | +1.9% | 115,000 | 0.0% | 0.15% | -12.4% | |
| ABBV | New | ABBVIE INCcall | $20,157,000 | – | 300,000 | +100.0% | 0.15% | – |
| PIRS | New | PIERIS PHARMACEUTICALS INC | $19,964,000 | – | 7,259,620 | +100.0% | 0.15% | – |
| CNXR | CONNECTURE INC | $18,374,000 | +2.0% | 1,740,000 | 0.0% | 0.14% | -12.3% | |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDadr | $18,144,000 | -73.3% | 307,000 | -71.9% | 0.13% | -77.1% |
| SYK | Sell | STRYKER CORP | $17,776,000 | -82.7% | 186,000 | -83.3% | 0.13% | -85.2% |
| EHTH | Buy | EHEALTH INC | $16,497,000 | +543.9% | 1,300,000 | +376.0% | 0.12% | +450.0% |
| MRGE | Sell | MERGE HEALTHCARE INC | $15,880,000 | -23.2% | 3,308,400 | -28.5% | 0.12% | -33.9% |
| ADXS | Buy | ADVAXIS INC | $15,351,000 | +147.2% | 755,100 | +75.6% | 0.11% | +113.2% |
| IMGN | New | IMMUNOGEN INC | $14,811,000 | – | 1,030,000 | +100.0% | 0.11% | – |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $14,200,000 | -10.8% | 115,000 | -14.8% | 0.10% | -23.5% |
| PODD | Sell | INSULET CORP | $14,036,000 | -78.9% | 453,000 | -77.3% | 0.10% | -81.9% |
| SVA | SINOVAC BIOTECH LTD | $14,004,000 | +5.8% | 2,667,500 | 0.0% | 0.10% | -8.8% | |
| ENSG | New | ENSIGN GROUP INC | $12,642,000 | – | 247,600 | +100.0% | 0.09% | – |
| CLLS | Buy | CELLECTIS S Asponsored ads | $12,628,000 | +21.7% | 350,000 | +16.7% | 0.09% | +4.5% |
| CAH | Sell | CARDINAL HEALTH INC | $12,213,000 | -85.9% | 146,000 | -84.8% | 0.09% | -87.8% |
| AET | Buy | AETNA INC NEW | $12,236,000 | +22.2% | 96,000 | +2.1% | 0.09% | +5.9% |
| MGNX | New | MACROGENICS INC | $12,036,000 | – | 317,000 | +100.0% | 0.09% | – |
| SAGE | Sell | SAGE THERAPEUTICS INC | $10,950,000 | -47.1% | 150,000 | -63.6% | 0.08% | -54.8% |
| ABT | ABBOTT LABS | $10,356,000 | +5.9% | 211,000 | 0.0% | 0.08% | -8.4% | |
| Sell | FLUIDIGM CORP DELnote 2.750% 2/0 | $10,398,000 | -52.7% | 11,935,000 | -45.6% | 0.08% | -59.6% | |
| MCRB | New | SERES THERAPEUTICS INC | $10,236,000 | – | 246,645 | +100.0% | 0.08% | – |
| ONCE | Buy | SPARK THERAPEUTICS INC | $10,035,000 | +2.0% | 166,500 | +31.1% | 0.07% | -11.9% |
| RDHL | Sell | REDHILL BIOPHARMA LTDsponsored ads | $9,948,000 | -0.3% | 564,900 | -17.6% | 0.07% | -14.1% |
| ANAC | New | ANACOR PHARMACEUTICALS INC | $9,988,000 | – | 129,000 | +100.0% | 0.07% | – |
| LBIO | Buy | LION BIOTECHNOLOGIES INC | $9,373,000 | -22.6% | 1,022,100 | +2.2% | 0.07% | -33.0% |
| INCYTE CORPnote 1.250%11/1 | $8,712,000 | +8.5% | 4,250,000 | 0.0% | 0.06% | -7.2% | ||
| INCYTE CORPnote 0.375%11/1 | $8,622,000 | +10.6% | 4,250,000 | 0.0% | 0.06% | -6.0% | ||
| ROKA | ROKA BIOSCIENCE INC | $8,373,000 | -18.7% | 3,220,429 | 0.0% | 0.06% | -30.7% | |
| OSUR | Sell | ORASURE TECHNOLOGIES INC | $8,356,000 | -35.4% | 1,550,300 | -21.6% | 0.06% | -44.5% |
| AGN | New | ALLERGAN PLCcall | $7,587,000 | – | 25,000 | +100.0% | 0.06% | – |
| ALIM | ALIMERA SCIENCES INC | $6,915,000 | -8.0% | 1,500,000 | 0.0% | 0.05% | -20.3% | |
| IPXL | Buy | IMPAX LABORATORIES INCcall | $6,888,000 | +47.0% | 150,000 | +50.0% | 0.05% | +27.5% |
| NVTA | INVITAE CORP | $6,795,000 | -11.2% | 456,666 | 0.0% | 0.05% | -23.1% | |
| PTX | PERNIX THERAPEUTICS HLDGS IN | $6,352,000 | -44.6% | 1,073,000 | 0.0% | 0.05% | -52.0% | |
| BITI | New | BIOTIE THERAPIES OYJsponsored adr | $5,365,000 | – | 268,672 | +100.0% | 0.04% | – |
| OREXIGEN THERAPEUTICS INCnote 2.750%12/0 | $4,884,000 | -19.5% | 5,210,000 | 0.0% | 0.04% | -30.8% | ||
| FATE | FATE THERAPEUTICS INC | $4,483,000 | +32.3% | 692,900 | 0.0% | 0.03% | +13.8% | |
| AAVL | New | AVALANCHE BIOTECHNOLOGIES INcall | $4,060,000 | – | 250,000 | +100.0% | 0.03% | – |
| ARRY | Sell | ARRAY BIOPHARMA INCcall | $3,605,000 | -55.5% | 500,000 | -54.5% | 0.03% | -62.3% |
| BLRX | BIOLINERX LTDsponsored adr | $3,019,000 | +26.1% | 1,135,000 | 0.0% | 0.02% | +10.0% | |
| MNKD | New | MANNKIND CORPput | $2,561,000 | – | 450,000 | +100.0% | 0.02% | – |
| PDLI | New | PDL BIOPHARMA INCcall | $2,443,000 | – | 380,000 | +100.0% | 0.02% | – |
| PTCT | New | PTC THERAPEUTICS INCput | $2,407,000 | – | 50,000 | +100.0% | 0.02% | – |
| EBIO | New | ELEVEN BIOTHERAPEUTICS INC | $2,063,000 | – | 731,600 | +100.0% | 0.02% | – |
| SGYPQ | New | SYNERGY PHARMACEUTICALS DELcall | $2,075,000 | – | 250,000 | +100.0% | 0.02% | – |
| DRNA | Sell | DICERNA PHARMACEUTICALS INC | $1,980,000 | -57.7% | 141,900 | -27.2% | 0.02% | -62.5% |
| QLTI | New | QLT INC | $2,065,000 | – | 500,000 | +100.0% | 0.02% | – |
| CEMP | CEMPRA INC | $1,718,000 | +0.1% | 50,000 | 0.0% | 0.01% | -13.3% | |
| CGNT | New | COGENTIX MED INC | $1,605,000 | – | 990,745 | +100.0% | 0.01% | – |
| VTL | VITAL THERAPIES INCput | $1,583,000 | -15.6% | 75,000 | 0.0% | 0.01% | -25.0% | |
| AMRN | AMARIN CORP PLCspons adr new | $861,000 | +5.1% | 350,000 | 0.0% | 0.01% | -14.3% | |
| BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1 | $771,000 | +3.4% | 500,000 | 0.0% | 0.01% | 0.0% | ||
| BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $792,000 | +4.5% | 500,000 | 0.0% | 0.01% | 0.0% | ||
| ACHN | Exit | ACHILLION PHARMACEUTICALS IN | $0 | – | -158,000 | -100.0% | -0.01% | – |
| UPI | Exit | UROPLASTY INC | $0 | – | -1,363,500 | -100.0% | -0.01% | – |
| CRIS | Exit | CURIS INC | $0 | – | -724,000 | -100.0% | -0.02% | – |
| QLTI | Exit | QLT INCcall | $0 | – | -500,000 | -100.0% | -0.02% | – |
| AKRXQ | Exit | AKORN INCcall | $0 | – | -50,000 | -100.0% | -0.02% | – |
| DSCI | Exit | DERMA SCIENCES INC | $0 | – | -300,000 | -100.0% | -0.02% | – |
| SNN | Exit | SMITH & NEPHEW PLCcall | $0 | – | -100,000 | -100.0% | -0.03% | – |
| DVA | Exit | DAVITA HEALTHCARE PARTNERS I | $0 | – | -76,000 | -100.0% | -0.05% | – |
| SUPN | Exit | SUPERNUS PHARMACEUTICALS INC | $0 | – | -580,000 | -100.0% | -0.06% | – |
| CTRX | Exit | CATAMARAN CORP | $0 | – | -120,000 | -100.0% | -0.06% | – |
| MDXG | Exit | MIMEDX GROUP INC | $0 | – | -836,800 | -100.0% | -0.07% | – |
| ARQL | Exit | ARQULE INC | $0 | – | -4,896,108 | -100.0% | -0.09% | – |
| AAVL | Exit | AVALANCHE BIOTECHNOLOGIES IN | $0 | – | -283,900 | -100.0% | -0.10% | – |
| PBYI | Exit | PUMA BIOTECHNOLOGY INCcall | $0 | – | -50,000 | -100.0% | -0.10% | – |
| ASPX | Exit | AUSPEX PHARMACEUTICALS INC | $0 | – | -118,600 | -100.0% | -0.10% | – |
| MYL | Exit | MYLAN N Vput | $0 | – | -225,000 | -100.0% | -0.11% | – |
| SLXP | Exit | SALIX PHARMACEUTICALS INC | $0 | – | -82,000 | -100.0% | -0.12% | – |
| AMAG | Exit | AMAG PHARMACEUTICALS INC | $0 | – | -275,000 | -100.0% | -0.13% | – |
| PCRX | Exit | PACIRA PHARMACEUTICALS INC | $0 | – | -176,000 | -100.0% | -0.13% | – |
| CLDX | Exit | CELLDEX THERAPEUTICS INC NEW | $0 | – | -600,000 | -100.0% | -0.14% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -286,200 | -100.0% | -0.17% | – |
| NLNK | Exit | NEWLINK GENETICS CORP | $0 | – | -493,300 | -100.0% | -0.23% | – |
| ZIOP | Exit | ZIOPHARM ONCOLOGY INC | $0 | – | -2,537,700 | -100.0% | -0.23% | – |
| KYTH | Exit | KYTHERA BIOPHARMACEUTICALS I | $0 | – | -947,900 | -100.0% | -0.41% | – |
| Exit | MEDTRONIC PLC | $0 | – | -695,707 | -100.0% | -0.46% | – | |
| ACTPRA | Exit | ACTAVIS PLCpfd conv ser a | $0 | – | -104,200 | -100.0% | -0.90% | – |
| B108PS | Exit | ACTAVIS PLCcall | $0 | – | -500,000 | -100.0% | -1.27% | – |
| PRGO | Exit | PERRIGO CO PLC | $0 | – | -1,247,800 | -100.0% | -1.76% | – |
| B108PS | Exit | ACTAVIS PLC | $0 | – | -1,578,187 | -100.0% | -4.01% | – |
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:
Signatures
The EDGAR filing(s) were signed by:
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.