Orbimed Advisors - Q4 2015 holdings

$11 Billion is the total value of Orbimed Advisors's 130 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 12.1% .

 Value Shares↓ Weighting
BMY SellBRISTOL MYERS SQUIBB CO$577,492,000
+12.5%
8,395,000
-3.2%
5.23%
+0.9%
AMGN SellAMGEN INC$474,166,000
+13.8%
2,921,000
-3.1%
4.29%
+2.1%
BSX BuyBOSTON SCIENTIFIC CORP$450,506,000
+14.4%
24,430,900
+1.8%
4.08%
+2.6%
AGN SellALLERGAN PLC$445,223,000
+13.5%
1,424,715
-1.3%
4.03%
+1.8%
BIIB BuyBIOGEN INC$441,910,000
+15.8%
1,442,500
+10.3%
4.00%
+3.9%
ABBV BuyABBVIE INC$441,249,000
+16.8%
7,448,500
+7.3%
4.00%
+4.8%
CELG BuyCELGENE CORP$438,974,000
+12.9%
3,665,450
+2.0%
3.98%
+1.3%
ALXN BuyALEXION PHARMACEUTICALS INC$433,975,000
+24.6%
2,275,100
+2.2%
3.93%
+11.8%
HCA BuyHCA HOLDINGS INC$402,777,000
-10.8%
5,955,600
+2.0%
3.65%
-20.0%
GILD BuyGILEAD SCIENCES INC$346,211,000
+61.4%
3,421,400
+56.6%
3.14%
+44.8%
INCY BuyINCYTE CORP$307,236,000
+1.6%
2,832,978
+3.4%
2.78%
-8.9%
IPXL  IMPAX LABORATORIES INC$284,957,000
+21.4%
6,664,1000.0%2.58%
+8.9%
REGN SellREGENERON PHARMACEUTICALS$262,206,000
+15.6%
483,000
-1.0%
2.37%
+3.7%
RLYP  RELYPSA INC$209,716,000
+53.1%
7,400,0000.0%1.90%
+37.3%
HNT SellHEALTH NET INC$204,613,000
-0.0%
2,988,800
-12.0%
1.85%
-10.3%
WMGI NewWRIGHT MED GROUP N V$199,367,0008,245,111
+100.0%
1.80%
TMO BuyTHERMO FISHER SCIENTIFIC INC$195,753,000
+17.4%
1,380,000
+1.2%
1.77%
+5.3%
ESRX BuyEXPRESS SCRIPTS HLDG CO$190,729,000
+75.5%
2,182,000
+62.6%
1.73%
+57.4%
PBYI BuyPUMA BIOTECHNOLOGY INC$175,524,000
+94.8%
2,238,825
+87.3%
1.59%
+74.8%
MYL NewMYLAN N V$170,699,0003,157,000
+100.0%
1.55%
ILMN SellILLUMINA INC$168,336,000
-16.8%
877,000
-23.8%
1.52%
-25.4%
ICPT  INTERCEPT PHARMACEUTICALS IN$167,272,000
-10.0%
1,120,0000.0%1.52%
-19.2%
TEVA BuyTEVA PHARMACEUTICAL INDS LTDadr$160,555,000
+29.3%
2,446,000
+11.2%
1.45%
+16.0%
OPHT BuyOPHTHOTECH CORP$157,963,000
+102.7%
2,011,500
+4.6%
1.43%
+81.7%
NBIX SellNEUROCRINE BIOSCIENCES INC$142,272,000
-6.3%
2,514,974
-34.1%
1.29%
-16.0%
A SellAGILENT TECHNOLOGIES INC$139,060,000
+14.5%
3,326,000
-6.0%
1.26%
+2.7%
LLY BuyLILLY ELI & CO$135,911,000
+27.7%
1,613,000
+26.8%
1.23%
+14.5%
PFE BuyPFIZER INC$133,123,000
+12.6%
4,124,000
+9.6%
1.20%
+1.0%
ISRG  INTUITIVE SURGICAL INC$130,532,000
+18.8%
239,0000.0%1.18%
+6.6%
IRWD  IRONWOOD PHARMACEUTICALS INC$130,114,000
+11.2%
11,226,4000.0%1.18%
-0.3%
INSYQ BuyINSYS THERAPEUTICS INC NEW$125,020,000
+7.6%
4,366,740
+7.0%
1.13%
-3.5%
COO SellCOOPER COS INC$122,780,000
-36.6%
914,900
-29.7%
1.11%
-43.1%
MGLN  MAGELLAN HEALTH INC$113,023,000
+11.2%
1,833,0000.0%1.02%
-0.3%
AGNPRA  ALLERGAN PLCpfd conv ser a$107,221,000
+9.1%
104,2000.0%0.97%
-2.1%
WCG BuyWELLCARE HEALTH PLANS INC$105,286,000
+971.6%
1,346,200
+1080.9%
0.95%
+862.6%
ACHN BuyACHILLION PHARMACEUTICALS IN$104,122,000
+188.5%
9,649,900
+84.8%
0.94%
+159.1%
MNKKQ BuyMALLINCKRODT PUB LTD CO$94,183,000
+25.6%
1,262,000
+7.6%
0.85%
+12.7%
TSRO BuyTESARO INC$92,329,000
+32.7%
1,764,700
+1.7%
0.84%
+19.1%
CYH BuyCOMMUNITY HEALTH SYS INC NEW$89,730,000
-22.9%
3,382,200
+24.3%
0.81%
-30.7%
VRTX BuyVERTEX PHARMACEUTICALS INC$84,684,000
+607.1%
673,000
+485.2%
0.77%
+533.9%
IMGN BuyIMMUNOGEN INC$82,718,000
+139.7%
6,095,647
+69.6%
0.75%
+115.2%
NUVA  NUVASIVE INC$80,462,000
+12.2%
1,487,0000.0%0.73%
+0.7%
AFFX  AFFYMETRIX INC$75,786,000
+18.1%
7,511,0000.0%0.69%
+5.9%
GKOS  GLAUKOS CORP$71,550,000
+2.1%
2,897,9370.0%0.65%
-8.5%
MCK SellMCKESSON CORP$68,907,000
-46.8%
349,372
-50.1%
0.62%
-52.3%
PTLA BuyPORTOLA PHARMACEUTICALS INC$66,972,000
+59.6%
1,301,700
+32.2%
0.61%
+42.9%
INSM BuyINSMED INC$62,979,000
+7.8%
3,469,900
+10.3%
0.57%
-3.4%
LOXO  LOXO ONCOLOGY INC$61,903,000
+62.8%
2,175,8570.0%0.56%
+46.1%
DMTX NewDIMENSION THERAPEUTICS INC$60,886,0005,397,698
+100.0%
0.55%
BLUE SellBLUEBIRD BIO INC$60,476,000
-40.5%
941,700
-20.8%
0.55%
-46.6%
DVAX  DYNAVAX TECHNOLOGIES CORP$59,728,000
-1.5%
2,472,2000.0%0.54%
-11.6%
SHPG SellSHIRE PLCsponsored adr$51,449,000
-62.3%
250,971
-62.2%
0.47%
-66.1%
OTIC SellOTONOMY INC$51,340,000
+27.8%
1,850,094
-18.0%
0.46%
+14.5%
MDT  MEDTRONIC PLC$45,252,000
+14.9%
588,2990.0%0.41%
+3.0%
ARRY BuyARRAY BIOPHARMA INC$45,108,000
-1.7%
10,689,000
+6.2%
0.41%
-11.9%
CI NewCIGNA CORPORATION$41,265,000282,000
+100.0%
0.37%
CERS  CERUS CORP$41,108,000
+39.2%
6,504,4000.0%0.37%
+24.8%
VRX BuyVALEANT PHARMACEUTICALS INTL$39,644,000
+34.7%
390,000
+136.4%
0.36%
+20.9%
NLNK BuyNEWLINK GENETICS CORP$34,764,000
+36.2%
955,306
+34.1%
0.32%
+22.1%
INFI  INFINITY PHARMACEUTICALS INC$34,668,000
-7.1%
4,416,3000.0%0.31%
-16.7%
MOH SellMOLINA HEALTHCARE INC$34,205,000
-84.6%
568,850
-82.4%
0.31%
-86.2%
AFMD  AFFIMED N V$32,628,000
+15.4%
4,582,6160.0%0.30%
+3.5%
XNPT  XENOPORT INC$31,669,000
+58.2%
5,768,4000.0%0.29%
+42.1%
JNJ  JOHNSON & JOHNSON$29,994,000
+10.0%
292,0000.0%0.27%
-1.1%
DNAI  PRONAI THERAPEUTICS INC$29,929,000
-26.7%
1,989,9490.0%0.27%
-34.2%
UNH  UNITEDHEALTH GROUP INC$27,998,000
+1.4%
238,0000.0%0.25%
-9.0%
FLDM  FLUIDIGM CORP DEL$26,483,000
+33.3%
2,449,9000.0%0.24%
+19.4%
CLVS SellCLOVIS ONCOLOGY INC$25,536,000
-74.9%
729,600
-34.0%
0.23%
-77.5%
GWPH SellGW PHARMACEUTICALS PLCads$21,117,000
-38.7%
304,100
-19.4%
0.19%
-45.1%
PRQR BuyPROQR THRAPEUTICS N V$19,717,000
-26.5%
2,271,500
+23.4%
0.18%
-33.9%
FWP  FORWARD PHARMA A/Ssponsored adr$18,251,000
-19.4%
960,6000.0%0.16%
-27.6%
CYNA  CYNAPSUS THERAPEUTICS INC$17,604,000
-4.5%
1,140,3250.0%0.16%
-14.5%
SYK  STRYKER CORP$17,287,000
-1.2%
186,0000.0%0.16%
-11.3%
PIRS  PIERIS PHARMACEUTICALS INC$16,625,000
+25.1%
7,259,6200.0%0.15%
+12.7%
ENTA NewENANTA PHARMACEUTICALS INC$16,652,000504,300
+100.0%
0.15%
XNCR SellXENCOR INC$16,185,000
+17.1%
1,107,022
-2.0%
0.15%
+5.0%
BMRN SellBIOMARIN PHARMACEUTICAL INC$15,609,000
-21.2%
149,000
-20.7%
0.14%
-29.5%
SVA  SINOVAC BIOTECH LTD$15,258,000
+12.6%
2,667,5000.0%0.14%
+0.7%
ZBH SellZIMMER BIOMET HLDGS INC$15,060,000
-24.5%
146,800
-30.9%
0.14%
-32.3%
GLPG SellGALAPAGOS NVspon adr$14,462,000
-30.7%
230,000
-55.2%
0.13%
-37.9%
NTRA  NATERA INC$13,783,000
-0.5%
1,276,1900.0%0.12%
-10.7%
CAH  CARDINAL HEALTH INC$13,033,000
+16.2%
146,0000.0%0.12%
+4.4%
SGYPQ  SYNERGY PHARMACEUTICALS DEL$12,909,000
+7.0%
2,276,6480.0%0.12%
-4.1%
EHTH  EHEALTH INC$12,974,000
-22.1%
1,300,0000.0%0.12%
-30.4%
JAZZ SellJAZZ PHARMACEUTICALS PLC$12,650,000
-17.2%
90,000
-21.7%
0.12%
-25.3%
NBRV  NABRIVA THERAPEUTICS AGsponsored adr$12,650,000
+1.3%
1,315,0000.0%0.12%
-8.7%
IMMU BuyIMMUNOMEDICS INC$11,672,000
+104.2%
3,802,000
+14.4%
0.11%
+82.8%
BXLT  BAXALTA INC$11,124,000
+23.9%
285,0000.0%0.10%
+11.0%
ENSG BuyENSIGN GROUP INC$11,206,000
+6.2%
495,200
+100.0%
0.10%
-5.6%
CLLS  CELLECTIS S Asponsored ads$10,861,000
+17.7%
350,0000.0%0.10%
+5.4%
ASMB  ASSEMBLY BIOSCIENCES INC$10,492,000
-21.4%
1,397,1000.0%0.10%
-29.6%
MGNX  MACROGENICS INC$9,817,000
+44.6%
317,0000.0%0.09%
+29.0%
ABT  ABBOTT LABS$9,476,000
+11.7%
211,0000.0%0.09%0.0%
 INCYTE CORPnote 1.250%11/1$9,292,000
-1.2%
4,250,0000.0%0.08%
-11.6%
 INCYTE CORPnote 0.375%11/1$9,195,000
+2.4%
4,250,0000.0%0.08%
-8.8%
VTAE BuyVITAE PHARMACEUTICALS INC$8,822,000
+121.7%
487,400
+34.8%
0.08%
+100.0%
SIEN SellSIENTRA INC$8,036,000
-73.4%
1,357,500
-54.4%
0.07%
-76.1%
LBIO  LION BIOTECHNOLOGIES INC$7,891,000
+34.0%
1,022,1000.0%0.07%
+20.3%
MDVN NewMEDIVATION INC$7,879,000163,000
+100.0%
0.07%
MRNS NewMARINUS PHARMACEUTICALS INC$7,373,000965,000
+100.0%
0.07%
RDHL  REDHILL BIOPHARMA LTDsponsored ads$7,276,000
-0.2%
564,9000.0%0.07%
-10.8%
AET  AETNA INC NEW$7,244,000
-1.2%
67,0000.0%0.07%
-10.8%
 FLUIDIGM CORP DELnote 2.750% 2/0$6,424,000
-10.2%
10,000,0000.0%0.06%
-19.4%
ADXS  ADVAXIS INC$6,404,000
-1.7%
636,6000.0%0.06%
-12.1%
CNXR  CONNECTURE INC$6,281,000
-20.8%
1,740,0000.0%0.06%
-28.8%
ANAC  ANACOR PHARMACEUTICALS INC$6,021,000
-4.0%
53,3000.0%0.06%
-12.7%
MCRB SellSERES THERAPEUTICS INC$5,848,000
-20.0%
166,645
-32.4%
0.05%
-28.4%
ADAP BuyADAPTIMMUNE THERAPEUTICS PLCsponds adr$5,292,000
+150.6%
438,784
+148.6%
0.05%
+128.6%
ITEK  INOTEK PHARMACEUTICALS CORP$4,815,000
+20.5%
425,0000.0%0.04%
+10.0%
ASND  ASCENDIS PHARMA A Ssponsored adr$4,071,000
+3.5%
222,2230.0%0.04%
-7.5%
ROKA  ROKA BIOSCIENCE INC$3,961,000
-36.9%
3,220,4290.0%0.04%
-42.9%
BITI  BIOTIE THERAPIES OYJsponsored adr$3,855,000
+9.6%
268,6720.0%0.04%
-2.8%
NVTA  INVITAE CORP$3,749,000
+13.7%
456,6660.0%0.03%
+3.0%
ALIM  ALIMERA SCIENCES INC$3,630,000
+9.5%
1,500,0000.0%0.03%0.0%
PTX  PERNIX THERAPEUTICS HLDGS IN$3,165,000
-6.7%
1,073,0000.0%0.03%
-14.7%
 OREXIGEN THERAPEUTICS INCnote 2.750%12/0$3,104,000
-14.3%
5,210,0000.0%0.03%
-24.3%
FATE  FATE THERAPEUTICS INC$2,335,000
-36.8%
692,9000.0%0.02%
-43.2%
ADRO SellADURO BIOTECH INC$1,688,000
-91.8%
60,000
-94.4%
0.02%
-92.8%
OCUL SellOCULAR THERAPEUTIX INC$1,452,000
-50.6%
155,000
-25.8%
0.01%
-56.7%
XTNT  XTANT MED HLDGS INC$1,331,000
-14.1%
475,4390.0%0.01%
-25.0%
QLTI  QLT INC$1,330,0000.0%500,0000.0%0.01%
-7.7%
BLRX  BIOLINERX LTDsponsored adr$1,350,000
-15.0%
1,038,6000.0%0.01%
-25.0%
CGNT  COGENTIX MED INC$1,278,000
+4.0%
990,7450.0%0.01%0.0%
MRTX SellMIRATI THERAPEUTICS INC$1,018,000
-87.7%
32,200
-86.6%
0.01%
-89.2%
MNKD  MANNKIND CORPput$653,000
-54.8%
450,0000.0%0.01%
-60.0%
 BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1$645,000
-1.2%
500,0000.0%0.01%
-14.3%
AMRN  AMARIN CORP PLCspons adr new$662,000
-2.1%
350,0000.0%0.01%
-14.3%
 BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1$672,000
+2.9%
500,0000.0%0.01%
-14.3%
ALIM  ALIMERA SCIENCES INCcall$484,000
+9.5%
200,0000.0%0.00%0.0%
MDGS  MEDIGUS LTDsponsored adr$52,000
-98.1%
600,0000.0%0.00%
-100.0%
HZNP ExitHORIZON PHARMA PLC$0-204,000
-100.0%
-0.04%
SAGE ExitSAGE THERAPEUTICS INC$0-149,999
-100.0%
-0.06%
BAX ExitBAXTER INTL INC$0-319,000
-100.0%
-0.11%
HNT ExitHEALTH NET INCcall$0-250,000
-100.0%
-0.15%
MRK ExitMERCK & CO INC NEW$0-415,000
-100.0%
-0.21%
DYAX ExitDYAX CORP$0-1,117,000
-100.0%
-0.22%
EXAS ExitEXACT SCIENCES CORP$0-1,778,000
-100.0%
-0.32%
CMRX ExitCHIMERIX INC$0-1,021,600
-100.0%
-0.39%
T107PS ExitWRIGHT MED GROUP INC$0-8,142,000
-100.0%
-1.68%
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 2016-02-16
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 Q4 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

View Orbimed Advisors's complete filings history.

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