Orbimed Advisors - Q3 2015 holdings

$9.91 Billion is the total value of Orbimed Advisors's 132 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 29.9% .

 Value Shares↓ Weighting
BMY BuyBRISTOL MYERS SQUIBB CO$513,152,000
-0.5%
8,668,100
+11.8%
5.18%
+36.9%
HCA BuyHCA HOLDINGS INC$451,620,000
-0.8%
5,837,900
+16.4%
4.56%
+36.5%
AMGN BuyAMGEN INC$416,758,000
-5.8%
3,013,000
+4.6%
4.21%
+29.6%
BSX BuyBOSTON SCIENTIFIC CORP$393,958,000
+2.7%
24,007,200
+10.7%
3.98%
+41.2%
AGN SellALLERGAN PLC$392,307,000
-14.5%
1,443,315
-4.5%
3.96%
+17.7%
CELG SellCELGENE CORP$388,655,000
-12.2%
3,593,000
-6.1%
3.92%
+20.7%
BIIB BuyBIOGEN INC$381,512,000
-26.1%
1,307,400
+2.2%
3.85%
+1.6%
ABBV BuyABBVIE INC$377,780,000
-15.6%
6,943,200
+4.2%
3.81%
+16.1%
ALXN BuyALEXION PHARMACEUTICALS INC$348,218,000
-5.8%
2,226,600
+8.9%
3.52%
+29.6%
INCY BuyINCYTE CORP$302,412,000
+25.4%
2,740,978
+18.4%
3.05%
+72.5%
IPXL SellIMPAX LABORATORIES INC$234,643,000
-24.2%
6,664,100
-1.1%
2.37%
+4.3%
REGN BuyREGENERON PHARMACEUTICALS$226,849,000
-3.7%
487,700
+5.6%
2.29%
+32.4%
MOH SellMOLINA HEALTHCARE INC$222,819,000
-9.1%
3,236,300
-7.2%
2.25%
+25.0%
GILD SellGILEAD SCIENCES INC$214,486,000
-36.7%
2,184,400
-24.6%
2.16%
-12.9%
HNT SellHEALTH NET INC$204,616,000
-13.8%
3,397,800
-8.2%
2.07%
+18.6%
ILMN  ILLUMINA INC$202,369,000
-19.5%
1,151,0000.0%2.04%
+10.8%
COO  COOPER COS INC$193,726,000
-16.4%
1,301,4000.0%1.96%
+15.1%
ICPT  INTERCEPT PHARMACEUTICALS IN$185,763,000
-31.3%
1,120,0000.0%1.88%
-5.5%
TMO SellTHERMO FISHER SCIENTIFIC INC$166,790,000
-8.3%
1,364,000
-2.7%
1.68%
+26.1%
T107PS BuyWRIGHT MED GROUP INC$166,015,000
+89.4%
8,142,000
+144.0%
1.68%
+160.7%
NBIX SellNEUROCRINE BIOSCIENCES INC$151,841,000
-37.6%
3,816,050
-25.1%
1.53%
-14.1%
RLYP  RELYPSA INC$136,974,000
-44.1%
7,400,0000.0%1.38%
-23.0%
SHPG SellSHIRE PLCsponsored adr$136,355,000
-56.8%
664,400
-49.1%
1.38%
-40.5%
MCK SellMCKESSON CORP$129,521,000
-19.8%
700,000
-2.5%
1.31%
+10.5%
TEVA BuyTEVA PHARMACEUTICAL INDS LTDadr$124,156,000
+584.3%
2,199,000
+616.3%
1.25%
+842.1%
A SellAGILENT TECHNOLOGIES INC$121,494,000
-14.1%
3,539,000
-3.5%
1.23%
+18.1%
PFE BuyPFIZER INC$118,196,000
+15.5%
3,763,000
+23.3%
1.19%
+58.9%
IRWD SellIRONWOOD PHARMACEUTICALS INC$116,979,000
-21.8%
11,226,400
-9.5%
1.18%
+7.6%
CYH BuyCOMMUNITY HEALTH SYS INC NEW$116,343,000
+20.8%
2,720,200
+77.8%
1.17%
+66.1%
INSYQ BuyINSYS THERAPEUTICS INC NEW$116,168,000
+23.3%
4,081,800
+55.6%
1.17%
+69.8%
ISRG SellINTUITIVE SURGICAL INC$109,840,000
-24.8%
239,000
-20.7%
1.11%
+3.5%
ESRX  EXPRESS SCRIPTS HLDG CO$108,648,000
-9.0%
1,342,0000.0%1.10%
+25.2%
LLY NewLILLY ELI & CO$106,454,0001,272,000
+100.0%
1.08%
BLUE BuyBLUEBIRD BIO INC$101,710,000
-37.0%
1,188,900
+24.1%
1.03%
-13.3%
CLVS BuyCLOVIS ONCOLOGY INC$101,699,000
+15.1%
1,105,900
+10.0%
1.03%
+58.5%
MGLN BuyMAGELLAN HEALTH INC$101,603,000
-0.0%
1,833,000
+26.4%
1.03%
+37.5%
AGNPRA  ALLERGAN PLCpfd conv ser a$98,309,000
-9.8%
104,2000.0%0.99%
+24.0%
PBYI BuyPUMA BIOTECHNOLOGY INC$90,093,000
-18.0%
1,195,500
+27.1%
0.91%
+12.8%
OPHT BuyOPHTHOTECH CORP$77,940,000
-10.6%
1,923,500
+14.9%
0.79%
+23.0%
MNKKQ BuyMALLINCKRODT PUB LTD CO$75,002,000
-19.9%
1,173,000
+47.5%
0.76%
+10.2%
NUVA  NUVASIVE INC$71,703,000
+1.8%
1,487,0000.0%0.72%
+40.0%
GKOS  GLAUKOS CORP$70,101,000
-16.5%
2,897,9370.0%0.71%
+14.9%
TSRO SellTESARO INC$69,582,000
-42.9%
1,735,200
-16.2%
0.70%
-21.5%
AFFX  AFFYMETRIX INC$64,144,000
-21.8%
7,511,0000.0%0.65%
+7.6%
DVAX NewDYNAVAX TECHNOLOGIES CORP$60,668,0002,472,200
+100.0%
0.61%
INSM BuyINSMED INC$58,408,000
+40.0%
3,145,301
+84.1%
0.59%
+92.8%
ARRY  ARRAY BIOPHARMA INC$45,876,000
-36.8%
10,060,5000.0%0.46%
-13.0%
PTLA BuyPORTOLA PHARMACEUTICALS INC$41,968,000
+8.3%
984,700
+15.8%
0.42%
+49.3%
DNAI NewPRONAI THERAPEUTICS INC$40,834,0001,989,949
+100.0%
0.41%
OTIC  OTONOMY INC$40,186,000
-22.5%
2,256,3980.0%0.41%
+6.6%
MDT SellMEDTRONIC PLC$39,381,000
-17.8%
588,299
-9.0%
0.40%
+13.4%
CMRX  CHIMERIX INC$39,025,000
-17.3%
1,021,6000.0%0.39%
+13.9%
LOXO  LOXO ONCOLOGY INC$38,034,000
-3.1%
2,175,8570.0%0.38%
+33.3%
INFI  INFINITY PHARMACEUTICALS INC$37,318,000
-22.8%
4,416,3000.0%0.38%
+6.2%
ACHN NewACHILLION PHARMACEUTICALS IN$36,087,0005,222,500
+100.0%
0.36%
GWPH BuyGW PHARMACEUTICALS PLCads$34,456,000
-13.7%
377,100
+16.0%
0.35%
+18.8%
IMGN BuyIMMUNOGEN INC$34,502,000
+132.9%
3,594,000
+248.9%
0.35%
+219.3%
EXAS  EXACT SCIENCES CORP$31,986,000
-39.5%
1,778,0000.0%0.32%
-16.8%
SIEN SellSIENTRA INC$30,247,000
-62.4%
2,980,000
-6.4%
0.30%
-48.3%
CERS SellCERUS CORP$29,530,000
-31.5%
6,504,400
-21.7%
0.30%
-5.7%
VRX  VALEANT PHARMACEUTICALS INTL$29,433,000
-19.7%
165,0000.0%0.30%
+10.4%
AFMD SellAFFIMED N V$28,275,000
-63.9%
4,582,616
-21.2%
0.28%
-50.4%
UNH  UNITEDHEALTH GROUP INC$27,610,000
-4.9%
238,0000.0%0.28%
+31.0%
JNJ SellJOHNSON & JOHNSON$27,258,000
-54.7%
292,000
-52.7%
0.28%
-37.6%
PRQR BuyPROQR THRAPEUTICS N V$26,829,000
-12.1%
1,841,400
+0.5%
0.27%
+21.0%
NLNK NewNEWLINK GENETICS CORP$25,529,000712,306
+100.0%
0.26%
FWP  FORWARD PHARMA A/Ssponsored adr$22,632,000
-38.1%
960,6000.0%0.23%
-14.9%
DYAX  DYAX CORP$21,324,000
-28.0%
1,117,0000.0%0.22%
-0.9%
GLPG  GALAPAGOS NVspon adr$20,880,000
-21.0%
512,9000.0%0.21%
+8.8%
ADRO  ADURO BIOTECH INC$20,639,000
-36.1%
1,065,5220.0%0.21%
-12.2%
MRK  MERCK & CO INC NEW$20,497,000
-13.2%
415,0000.0%0.21%
+19.7%
XNPT  XENOPORT INC$20,016,000
-43.4%
5,768,4000.0%0.20%
-22.0%
FLDM  FLUIDIGM CORP DEL$19,869,000
-66.5%
2,449,9000.0%0.20%
-53.8%
ZBH  ZIMMER BIOMET HLDGS INC$19,941,000
-14.0%
212,3000.0%0.20%
+18.2%
BMRN  BIOMARIN PHARMACEUTICAL INC$19,800,000
-23.0%
188,0000.0%0.20%
+5.8%
CYNA  CYNAPSUS THERAPEUTICS INC$18,439,000
-20.8%
1,140,3250.0%0.19%
+8.8%
SYK  STRYKER CORP$17,503,000
-1.5%
186,0000.0%0.18%
+36.2%
EHTH  EHEALTH INC$16,653,000
+0.9%
1,300,0000.0%0.17%
+38.8%
JAZZ  JAZZ PHARMACEUTICALS PLC$15,273,000
-24.6%
115,0000.0%0.15%
+3.4%
HNT NewHEALTH NET INCcall$15,055,000250,000
+100.0%
0.15%
XNCR BuyXENCOR INC$13,820,000
-39.8%
1,130,022
+8.2%
0.14%
-16.7%
NTRA NewNATERA INC$13,847,0001,276,190
+100.0%
0.14%
SVA  SINOVAC BIOTECH LTD$13,551,000
-3.2%
2,667,5000.0%0.14%
+33.0%
ASMB  ASSEMBLY BIOSCIENCES INC$13,356,000
-50.4%
1,397,1000.0%0.14%
-31.5%
PIRS  PIERIS PHARMACEUTICALS INC$13,285,000
-33.5%
7,259,6200.0%0.13%
-8.2%
NBRV NewNABRIVA THERAPEUTICS AGsponsored adr$12,493,0001,315,000
+100.0%
0.13%
SGYPQ SellSYNERGY PHARMACEUTICALS DEL$12,066,000
-53.4%
2,276,648
-27.1%
0.12%
-35.8%
VRTX  VERTEX PHARMACEUTICALS INC$11,976,000
-15.7%
115,0000.0%0.12%
+16.3%
CAH  CARDINAL HEALTH INC$11,216,000
-8.2%
146,0000.0%0.11%
+25.6%
ENSG  ENSIGN GROUP INC$10,555,000
-16.5%
247,6000.0%0.11%
+15.1%
BAX NewBAXTER INTL INC$10,479,000319,000
+100.0%
0.11%
WCG NewWELLCARE HEALTH PLANS INC$9,825,000114,000
+100.0%
0.10%
 INCYTE CORPnote 1.250%11/1$9,403,000
+7.9%
4,250,0000.0%0.10%
+48.4%
CLLS  CELLECTIS S Asponsored ads$9,226,000
-26.9%
350,0000.0%0.09%0.0%
BXLT NewBAXALTA INC$8,980,000285,000
+100.0%
0.09%
 INCYTE CORPnote 0.375%11/1$8,979,000
+4.1%
4,250,0000.0%0.09%
+44.4%
ABT  ABBOTT LABS$8,486,000
-18.1%
211,0000.0%0.09%
+13.2%
MRTX SellMIRATI THERAPEUTICS INC$8,261,000
-61.4%
240,000
-64.7%
0.08%
-47.1%
CNXR  CONNECTURE INC$7,934,000
-56.8%
1,740,0000.0%0.08%
-40.7%
RDHL  REDHILL BIOPHARMA LTDsponsored ads$7,293,000
-26.7%
564,9000.0%0.07%
+1.4%
MCRB  SERES THERAPEUTICS INC$7,311,000
-28.6%
246,6450.0%0.07%
-1.3%
AET SellAETNA INC NEW$7,330,000
-40.1%
67,000
-30.2%
0.07%
-17.8%
SellFLUIDIGM CORP DELnote 2.750% 2/0$7,154,000
-31.2%
10,000,000
-16.2%
0.07%
-5.3%
MGNX  MACROGENICS INC$6,790,000
-43.6%
317,0000.0%0.07%
-21.6%
ADXS SellADVAXIS INC$6,512,000
-57.6%
636,600
-15.7%
0.07%
-41.6%
SAGE SellSAGE THERAPEUTICS INC$6,348,000
-42.0%
149,999
-0.0%
0.06%
-20.0%
ANAC SellANACOR PHARMACEUTICALS INC$6,274,000
-37.2%
53,300
-58.7%
0.06%
-13.7%
ROKA  ROKA BIOSCIENCE INC$6,280,000
-25.0%
3,220,4290.0%0.06%
+3.3%
LBIO  LION BIOTECHNOLOGIES INC$5,887,000
-37.2%
1,022,1000.0%0.06%
-14.5%
IMMU NewIMMUNOMEDICS INC$5,716,0003,323,000
+100.0%
0.06%
HZNP SellHORIZON PHARMA PLC$4,043,000
-87.8%
204,000
-78.5%
0.04%
-83.1%
ASND SellASCENDIS PHARMA A Ssponsored adr$3,933,000
-84.6%
222,223
-84.7%
0.04%
-78.7%
ITEK NewINOTEK PHARMACEUTICALS CORP$3,995,000425,000
+100.0%
0.04%
VTAE NewVITAE PHARMACEUTICALS INC$3,980,000361,500
+100.0%
0.04%
 OREXIGEN THERAPEUTICS INCnote 2.750%12/0$3,621,000
-25.9%
5,210,0000.0%0.04%
+2.8%
FATE  FATE THERAPEUTICS INC$3,693,000
-17.6%
692,9000.0%0.04%
+12.1%
BITI  BIOTIE THERAPIES OYJsponsored adr$3,517,000
-34.4%
268,6720.0%0.04%
-7.7%
PTX  PERNIX THERAPEUTICS HLDGS IN$3,391,000
-46.6%
1,073,0000.0%0.03%
-27.7%
ALIM  ALIMERA SCIENCES INC$3,315,000
-52.1%
1,500,0000.0%0.03%
-35.3%
NVTA  INVITAE CORP$3,297,000
-51.5%
456,6660.0%0.03%
-34.0%
OCUL NewOCULAR THERAPEUTIX INC$2,937,000208,900
+100.0%
0.03%
MDGS NewMEDIGUS LTDsponsored adr$2,688,000600,000
+100.0%
0.03%
ADAP SellADAPTIMMUNE THERAPEUTICS PLCsponds adr$2,112,000
-97.4%
176,470
-96.0%
0.02%
-96.5%
BLRX SellBIOLINERX LTDsponsored adr$1,589,000
-47.4%
1,038,600
-8.5%
0.02%
-27.3%
XTNT NewXTANT MEDICAL HOLDINGS INC$1,550,000475,439
+100.0%
0.02%
MNKD  MANNKIND CORPput$1,445,000
-43.6%
450,0000.0%0.02%
-21.1%
QLTI  QLT INC$1,330,000
-35.6%
500,0000.0%0.01%
-13.3%
CGNT  COGENTIX MED INC$1,229,000
-23.4%
990,7450.0%0.01%0.0%
AMRN  AMARIN CORP PLCspons adr new$676,000
-21.5%
350,0000.0%0.01%
+16.7%
 BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1$653,000
-17.6%
500,0000.0%0.01%
+16.7%
 BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1$653,000
-15.3%
500,0000.0%0.01%
+16.7%
ALIM NewALIMERA SCIENCES INCcall$442,000200,000
+100.0%
0.00%
VTL ExitVITAL THERAPIES INCput$0-75,000
-100.0%
-0.01%
CEMP ExitCEMPRA INC$0-50,000
-100.0%
-0.01%
SGYPQ ExitSYNERGY PHARMACEUTICALS DELcall$0-250,000
-100.0%
-0.02%
DRNA ExitDICERNA PHARMACEUTICALS INC$0-141,900
-100.0%
-0.02%
EBIO ExitELEVEN BIOTHERAPEUTICS INC$0-731,600
-100.0%
-0.02%
PDLI ExitPDL BIOPHARMA INCcall$0-380,000
-100.0%
-0.02%
PTCT ExitPTC THERAPEUTICS INCput$0-50,000
-100.0%
-0.02%
ARRY ExitARRAY BIOPHARMA INCcall$0-500,000
-100.0%
-0.03%
AAVL ExitAVALANCHE BIOTECHNOLOGIES INcall$0-250,000
-100.0%
-0.03%
IPXL ExitIMPAX LABORATORIES INCcall$0-150,000
-100.0%
-0.05%
AGN ExitALLERGAN PLCcall$0-25,000
-100.0%
-0.06%
OSUR ExitORASURE TECHNOLOGIES INC$0-1,550,300
-100.0%
-0.06%
ONCE ExitSPARK THERAPEUTICS INC$0-166,500
-100.0%
-0.07%
PODD ExitINSULET CORP$0-453,000
-100.0%
-0.10%
MRGE ExitMERGE HEALTHCARE INC$0-3,308,400
-100.0%
-0.12%
ABBV ExitABBVIE INCcall$0-300,000
-100.0%
-0.15%
ExitINCYTE CORPnote 4.750%10/0$0-2,742,000
-100.0%
-0.24%
BMY ExitBRISTOL MYERS SQUIBB COcall$0-500,000
-100.0%
-0.24%
SPY ExitSPDR S&P 500 ETF TRput$0-200,000
-100.0%
-0.30%
RCPT ExitRECEPTOS INC$0-628,100
-100.0%
-0.88%
TRNX ExitTORNIER N V$0-4,805,000
-100.0%
-0.88%
MDVN ExitMEDIVATION INC$0-1,413,400
-100.0%
-1.18%
BONE ExitBacterin International Holdings Inc$0-475,439
-100.0%
-12.21%
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/A filed 2015-11-18
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
NameQuarters ownedLatest quarter ownedMax weighting
BIOGEN INC42Q3 20235.0%
VERTEX PHARMACEUTICALS INC42Q3 20233.7%
THERMO FISHER SCIENTIFIC INC42Q3 20233.2%
SINOVAC BIOTECH LTD41Q3 20237.2%
NEUROCRINE BIOSCIENCES INC41Q3 20232.7%
BOSTON SCIENTIFIC CORP40Q3 20235.6%
BRISTOL-MYERS SQUIBB CO40Q2 20235.2%
AMGEN INC40Q3 20235.5%
INTUITIVE SURGICAL INC40Q3 20233.8%
GILEAD SCIENCES INC39Q3 20235.5%

View Orbimed Advisors's complete holdings history.

Latest significant ownerships (13-D/G)
Orbimed Advisors Q3 2015 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Ikena Oncology, Inc.September 21, 20232,189,1115.2%
Galecto, Inc.September 18, 2023749,5572.8%
PMV Pharmaceuticals, Inc.August 23, 20236,563,07713.5%
Gracell Biotechnologies Inc.August 11, 20237,641,5318.0%
Xtant Medical Holdings, Inc.August 03, 202373,114,59256.7%
Turnstone Biologics Corp.July 24, 20233,099,26513.4%
Prelude Therapeutics IncMay 24, 202315,716,64228.6%
VectivBio Holding AGMay 24, 20235,156,5617.7%
Fusion Pharmaceuticals Inc.May 16, 20232,930,6704.6%
Verona Pharma plcMay 16, 20233,777,7784.8%

View Orbimed Advisors's complete significant-ownership history.

Latest filings
TypeFiled
42024-04-26
42024-04-23
42024-04-18
42024-04-15
3/A2024-04-12
SC 13D/A2024-04-12
42024-04-05
SC 13D/A2024-04-04
32024-04-03
SC 13D2024-03-28

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Issues

The following issues were detected while analyzing the report:

  • The reported has been restated
  • The reported has been amended

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