Orbimed Advisors - Q1 2016 holdings

$9.5 Billion is the total value of Orbimed Advisors's 141 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 20.8% .

 Value Shares↓ Weighting
BMY SellBRISTOL MYERS SQUIBB CO$487,079,000
-15.7%
7,624,900
-9.2%
5.12%
-2.0%
HCA SellHCA HOLDINGS INC$447,781,000
+11.2%
5,737,100
-3.7%
4.71%
+29.2%
AMGN SellAMGEN INC$431,199,000
-9.1%
2,876,000
-1.5%
4.54%
+5.7%
BSX SellBOSTON SCIENTIFIC CORP$422,843,000
-6.1%
22,479,700
-8.0%
4.45%
+9.1%
ABBV SellABBVIE INC$422,442,000
-4.3%
7,395,700
-0.7%
4.44%
+11.2%
AGN BuyALLERGAN PLC$421,535,000
-5.3%
1,572,715
+10.4%
4.44%
+10.0%
BIIB BuyBIOGEN INC$397,326,000
-10.1%
1,526,300
+5.8%
4.18%
+4.5%
CELG BuyCELGENE CORP$377,747,000
-13.9%
3,774,077
+3.0%
3.98%0.0%
GILD SellGILEAD SCIENCES INC$277,344,000
-19.9%
3,019,200
-11.8%
2.92%
-6.9%
ALXN SellALEXION PHARMACEUTICALS INC$260,425,000
-40.0%
1,870,600
-17.8%
2.74%
-30.3%
IPXL BuyIMPAX LABORATORIES INC$216,971,000
-23.9%
6,776,100
+1.7%
2.28%
-11.5%
TMO BuyTHERMO FISHER SCIENTIFIC INC$203,182,000
+3.8%
1,435,000
+4.0%
2.14%
+20.6%
INCY SellINCYTE CORP$199,661,000
-35.0%
2,755,078
-2.7%
2.10%
-24.5%
REGN BuyREGENERON PHARMACEUTICALS$192,115,000
-26.7%
533,000
+10.4%
2.02%
-14.9%
LLY BuyLILLY ELI & CO$182,999,000
+34.6%
2,541,300
+57.6%
1.93%
+56.5%
WCG BuyWELLCARE HEALTH PLANS INC$176,531,000
+67.7%
1,903,300
+41.4%
1.86%
+95.0%
ISRG BuyINTUITIVE SURGICAL INC$166,371,000
+27.5%
276,800
+15.8%
1.75%
+48.1%
ESRX BuyEXPRESS SCRIPTS HLDG CO$166,298,000
-12.8%
2,421,000
+11.0%
1.75%
+1.3%
VRTX BuyVERTEX PHARMACEUTICALS INC$148,599,000
+75.5%
1,869,400
+177.8%
1.56%
+103.9%
ILMN BuyILLUMINA INC$145,899,000
-13.3%
900,000
+2.6%
1.54%
+0.7%
TEVA BuyTEVA PHARMACEUTICAL INDS LTDadr$144,263,000
-10.1%
2,696,000
+10.2%
1.52%
+4.4%
ICPT  INTERCEPT PHARMACEUTICALS IN$143,886,000
-14.0%
1,120,0000.0%1.51%
-0.1%
A BuyAGILENT TECHNOLOGIES INC$139,276,000
+0.2%
3,495,000
+5.1%
1.47%
+16.4%
WMGI BuyWRIGHT MED GROUP N V$138,529,000
-30.5%
8,345,110
+1.2%
1.46%
-19.2%
MGLN BuyMAGELLAN HEALTH INC$129,678,000
+14.7%
1,909,000
+4.1%
1.36%
+33.4%
IRWD BuyIRONWOOD PHARMACEUTICALS INC$126,361,000
-2.9%
11,550,400
+2.9%
1.33%
+12.9%
COO SellCOOPER COS INC$122,545,000
-0.2%
795,900
-13.0%
1.29%
+15.9%
PFE SellPFIZER INC$122,176,000
-8.2%
4,122,000
-0.0%
1.29%
+6.7%
NBIX BuyNEUROCRINE BIOSCIENCES INC$104,961,000
-26.2%
2,653,874
+5.5%
1.10%
-14.3%
UNH BuyUNITEDHEALTH GROUP INC$104,667,000
+273.8%
812,000
+241.2%
1.10%
+333.5%
RLYP  RELYPSA INC$100,270,000
-52.2%
7,400,0000.0%1.06%
-44.4%
AGNPRA  ALLERGAN PLCpfd conv ser a$95,774,000
-10.7%
104,2000.0%1.01%
+3.8%
ACHN BuyACHILLION PHARMACEUTICALS IN$88,932,000
-14.6%
11,519,700
+19.4%
0.94%
-0.7%
OPHT BuyOPHTHOTECH CORP$88,535,000
-44.0%
2,094,500
+4.1%
0.93%
-34.8%
BMRN BuyBIOMARIN PHARMACEUTICAL INC$84,394,000
+440.7%
1,023,200
+586.7%
0.89%
+529.8%
TSRO BuyTESARO INC$84,185,000
-8.8%
1,912,000
+8.3%
0.89%
+6.0%
PBYI BuyPUMA BIOTECHNOLOGY INC$80,868,000
-53.9%
2,753,425
+23.0%
0.85%
-46.4%
MNKKQ BuyMALLINCKRODT PUB LTD CO$80,216,000
-14.8%
1,309,000
+3.7%
0.84%
-1.1%
CRVS NewCORVUS PHARMACEUTICALS INC$76,248,0005,258,450
+100.0%
0.80%
INSYQ BuyINSYS THERAPEUTICS INC NEW$72,878,000
-41.7%
4,557,740
+4.4%
0.77%
-32.2%
NUVA  NUVASIVE INC$72,343,000
-10.1%
1,487,0000.0%0.76%
+4.4%
HUM NewHUMANA INC$62,148,000339,700
+100.0%
0.65%
LOXO  LOXO ONCOLOGY INC$59,488,000
-3.9%
2,175,8570.0%0.63%
+11.6%
JNJ BuyJOHNSON & JOHNSON$57,541,000
+91.8%
531,800
+82.1%
0.60%
+122.4%
IMGN  IMMUNOGEN INC$51,935,000
-37.2%
6,095,6470.0%0.55%
-27.1%
SHPG BuySHIRE PLCsponsored adr$51,634,000
+0.4%
300,371
+19.7%
0.54%
+16.5%
XBI NewSPDR SERIES TRUSTs&p biotech$50,689,000981,200
+100.0%
0.53%
MDT BuyMEDTRONIC PLC$49,972,000
+10.4%
666,299
+13.3%
0.53%
+28.3%
GKOS BuyGLAUKOS CORP$48,859,000
-31.7%
2,897,938
+0.0%
0.51%
-20.7%
CI BuyCIGNA CORPORATION$46,044,000
+11.6%
335,500
+19.0%
0.48%
+29.4%
INSM  INSMED INC$43,964,000
-30.2%
3,469,9000.0%0.46%
-18.8%
DMTX  DIMENSION THERAPEUTICS INC$42,264,000
-30.6%
5,397,6980.0%0.44%
-19.2%
CYH SellCOMMUNITY HEALTH SYS INC NEW$40,193,000
-55.2%
2,171,400
-35.8%
0.42%
-48.0%
BLUE BuyBLUEBIRD BIO INC$40,184,000
-33.6%
945,500
+0.4%
0.42%
-22.8%
ACAD NewACADIA PHARMACEUTICALS INC$39,189,0001,401,600
+100.0%
0.41%
DVAX SellDYNAVAX TECHNOLOGIES CORP$37,993,000
-36.4%
1,974,700
-20.1%
0.40%
-26.1%
VRAY NewVIEWRAY INC$34,357,0007,989,916
+100.0%
0.36%
ARRY  ARRAY BIOPHARMA INC$31,533,000
-30.1%
10,689,0000.0%0.33%
-18.6%
IBB NewISHARES TRnasdq biotec etf$29,132,000111,700
+100.0%
0.31%
OTIC  OTONOMY INC$27,603,000
-46.2%
1,850,0940.0%0.29%
-37.6%
XNPT BuyXENOPORT INC$27,062,000
-14.5%
6,000,400
+4.0%
0.28%
-0.7%
AGN NewALLERGAN PLCcall$26,803,000100,000
+100.0%
0.28%
MDVN BuyMEDIVATION INC$23,036,000
+192.4%
501,000
+207.4%
0.24%
+240.8%
SYK BuySTRYKER CORP$22,745,000
+31.6%
212,000
+14.0%
0.24%
+52.2%
NewIMMUNOMEDICS INCnote 4.750% 2/1$20,384,00030,000,000
+100.0%
0.21%
INFI SellINFINITY PHARMACEUTICALS INC$19,623,000
-43.4%
3,723,528
-15.7%
0.21%
-34.4%
PTLA SellPORTOLA PHARMACEUTICALS INC$17,097,000
-74.5%
838,100
-35.6%
0.18%
-70.3%
SVA  SINOVAC BIOTECH LTD$17,045,000
+11.7%
2,667,5000.0%0.18%
+29.7%
NLNK SellNEWLINK GENETICS CORP$14,870,000
-57.2%
817,006
-14.5%
0.16%
-50.5%
XNCR  XENCOR INC$14,856,000
-8.2%
1,107,0220.0%0.16%
+6.1%
AFMD SellAFFIMED N V$14,705,000
-54.9%
3,931,800
-14.2%
0.16%
-47.5%
FLDM SellFLUIDIGM CORP DEL$14,091,000
-46.8%
1,746,100
-28.7%
0.15%
-38.3%
GWPH SellGW PHARMACEUTICALS PLCads$13,752,000
-34.9%
190,600
-37.3%
0.14%
-24.1%
PIRS  PIERIS PHARMACEUTICALS INC$13,793,000
-17.0%
7,259,6200.0%0.14%
-4.0%
FWP SellFORWARD PHARMA A/Ssponsored adr$13,566,000
-25.7%
798,000
-16.9%
0.14%
-13.3%
CAH BuyCARDINAL HEALTH INC$13,604,000
+4.4%
166,000
+13.7%
0.14%
+21.2%
BXLT BuyBAXALTA INC$13,170,000
+18.4%
326,000
+14.4%
0.14%
+37.6%
CYNA  CYNAPSUS THERAPEUTICS INC$13,221,000
-24.9%
1,140,3250.0%0.14%
-12.6%
CLVS SellCLOVIS ONCOLOGY INC$12,689,000
-50.3%
660,900
-9.4%
0.13%
-42.0%
EXAS NewEXACT SCIENCES CORP$12,741,0001,890,400
+100.0%
0.13%
MCK SellMCKESSON CORP$12,140,000
-82.4%
77,200
-77.9%
0.13%
-79.5%
EHTH  EHEALTH INC$12,207,000
-5.9%
1,300,0000.0%0.13%
+9.4%
NTRA  NATERA INC$12,149,000
-11.9%
1,276,1900.0%0.13%
+2.4%
JAZZ  JAZZ PHARMACEUTICALS PLC$11,750,000
-7.1%
90,0000.0%0.12%
+7.8%
NBRV  NABRIVA THERAPEUTICS AGsponsored adr$11,782,000
-6.9%
1,315,0000.0%0.12%
+7.8%
ENSG BuyENSIGN GROUP INC$11,641,000
+3.9%
514,200
+3.8%
0.12%
+20.8%
PRQR BuyPROQR THRAPEUTICS N V$11,251,000
-42.9%
2,305,446
+1.5%
0.12%
-34.1%
MRK NewMERCK & CO INC NEW$11,132,000210,400
+100.0%
0.12%
NewHORIZON PHARMA INVT LTDnote 2.500% 3/1$11,128,00013,000,000
+100.0%
0.12%
ZBH SellZIMMER BIOMET HLDGS INC$10,983,000
-27.1%
103,000
-29.8%
0.12%
-14.7%
DNAI SellPRONAI THERAPEUTICS INC$10,940,000
-63.4%
1,623,149
-18.4%
0.12%
-57.6%
ITEK BuyINOTEK PHARMACEUTICALS CORP$10,293,000
+113.8%
1,391,000
+227.3%
0.11%
+145.5%
EW NewEDWARDS LIFESCIENCES CORP$10,144,000115,000
+100.0%
0.11%
SNDX NewSYNDAX PHARMACEUTICALS INC$10,088,000757,365
+100.0%
0.11%
ABT BuyABBOTT LABS$9,914,000
+4.6%
237,000
+12.3%
0.10%
+20.9%
CLLS  CELLECTIS S Asponsored ads$9,625,000
-11.4%
350,0000.0%0.10%
+3.1%
GLPG  GALAPAGOS NVspon adr$9,619,000
-33.5%
230,0000.0%0.10%
-22.9%
IMMU  IMMUNOMEDICS INC$9,505,000
-18.6%
3,802,0000.0%0.10%
-5.7%
SIEN  SIENTRA INC$9,285,000
+15.5%
1,357,5000.0%0.10%
+34.2%
AET BuyAETNA INC NEW$8,539,000
+17.9%
76,000
+13.4%
0.09%
+36.4%
ITCI NewINTRA CELLULAR THERAPIES INC$8,173,000294,000
+100.0%
0.09%
RARE NewULTRAGENYX PHARMACEUTICAL IN$8,123,000128,300
+100.0%
0.08%
ENTA SellENANTA PHARMACEUTICALS INC$7,325,000
-56.0%
249,400
-50.5%
0.08%
-49.0%
BITI  BIOTIE THERAPIES OYJsponsored adr$7,090,000
+83.9%
268,6720.0%0.08%
+114.3%
ASMB  ASSEMBLY BIOSCIENCES INC$7,013,000
-33.2%
1,397,1000.0%0.07%
-22.1%
RDHL  REDHILL BIOPHARMA LTDsponsored ads$6,920,000
-4.9%
564,9000.0%0.07%
+10.6%
 INCYTE CORPnote 1.250%11/1$6,727,000
-27.6%
4,250,0000.0%0.07%
-15.5%
 INCYTE CORPnote 0.375%11/1$6,574,000
-28.5%
4,250,0000.0%0.07%
-16.9%
SGYPQ  SYNERGY PHARMACEUTICALS DEL$6,284,000
-51.3%
2,276,6480.0%0.07%
-43.6%
MGNX  MACROGENICS INC$5,944,000
-39.5%
317,0000.0%0.06%
-29.2%
QGEN NewQIAGEN NV$5,737,000256,800
+100.0%
0.06%
ADXS  ADVAXIS INC$5,748,000
-10.2%
636,6000.0%0.06%
+3.4%
 FLUIDIGM CORP DELnote 2.750% 2/0$5,553,000
-13.6%
10,000,0000.0%0.06%0.0%
MRNS  MARINUS PHARMACEUTICALS INC$5,192,000
-29.6%
965,0000.0%0.06%
-17.9%
LBIO  LION BIOTECHNOLOGIES INC$5,192,000
-34.2%
1,022,1000.0%0.06%
-22.5%
VRX SellVALEANT PHARMACEUTICALS INTL$5,126,000
-87.1%
194,900
-50.0%
0.05%
-85.0%
NVTA  INVITAE CORP$4,672,000
+24.6%
456,6660.0%0.05%
+44.1%
CNXR  CONNECTURE INC$4,454,000
-29.1%
1,740,0000.0%0.05%
-17.5%
MCRB  SERES THERAPEUTICS INC$4,426,000
-24.3%
166,6450.0%0.05%
-11.3%
MRTX BuyMIRATI THERAPEUTICS INC$4,234,000
+315.9%
197,859
+514.5%
0.04%
+400.0%
ASND  ASCENDIS PHARMA A Ssponsored adr$4,122,000
+1.3%
222,2230.0%0.04%
+16.2%
ADAP  ADAPTIMMUNE THERAPEUTICS PLCsponds adr$3,567,000
-32.6%
438,7840.0%0.04%
-20.8%
CERS SellCERUS CORP$3,429,000
-91.7%
578,300
-91.1%
0.04%
-90.3%
MYL SellMYLAN N V$3,235,000
-98.1%
69,800
-97.8%
0.03%
-97.8%
ANAC  ANACOR PHARMACEUTICALS INC$2,849,000
-52.7%
53,3000.0%0.03%
-45.5%
ALIM  ALIMERA SCIENCES INC$2,625,000
-27.7%
1,500,0000.0%0.03%
-15.2%
QURE NewUNIQURE NV$2,195,000184,800
+100.0%
0.02%
ROKA  ROKA BIOSCIENCE INC$2,222,000
-43.9%
3,220,4290.0%0.02%
-36.1%
 OREXIGEN THERAPEUTICS INCnote 2.750%12/0$2,149,000
-30.8%
5,210,0000.0%0.02%
-17.9%
PTLA NewPORTOLA PHARMACEUTICALS INCput$2,040,000100,000
+100.0%
0.02%
MDGS  MEDIGUS LTDsponsored adr$1,608,000
+2992.3%
600,0000.0%0.02%
ACHN NewACHILLION PHARMACEUTICALS INcall$1,544,000200,000
+100.0%
0.02%
XTNT  XTANT MED HLDGS INC$1,288,000
-3.2%
475,4390.0%0.01%
+16.7%
FATE  FATE THERAPEUTICS INC$1,247,000
-46.6%
692,9000.0%0.01%
-38.1%
PTX  PERNIX THERAPEUTICS HLDGS IN$1,127,000
-64.4%
1,073,0000.0%0.01%
-58.6%
CGNT  COGENTIX MED INC$1,090,000
-14.7%
990,7450.0%0.01%
-8.3%
BLRX  BIOLINERX LTDsponsored adr$1,059,000
-21.6%
1,038,6000.0%0.01%
-8.3%
QLTI  QLT INC$995,000
-25.2%
500,0000.0%0.01%
-16.7%
 BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1$579,000
-10.2%
500,0000.0%0.01%0.0%
AMRN  AMARIN CORP PLCspons adr new$536,000
-19.0%
350,0000.0%0.01%0.0%
 BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1$594,000
-11.6%
500,0000.0%0.01%0.0%
ALIM ExitALIMERA SCIENCES INCcall$0-200,000
-100.0%
-0.00%
MNKD ExitMANNKIND CORPput$0-450,000
-100.0%
-0.01%
OCUL ExitOCULAR THERAPEUTIX INC$0-155,000
-100.0%
-0.01%
ADRO ExitADURO BIOTECH INC$0-60,000
-100.0%
-0.02%
VTAE ExitVITAE PHARMACEUTICALS INC$0-487,400
-100.0%
-0.08%
MOH ExitMOLINA HEALTHCARE INC$0-568,850
-100.0%
-0.31%
AFFX ExitAFFYMETRIX INC$0-7,511,000
-100.0%
-0.69%
HNT ExitHEALTH NET INC$0-2,988,800
-100.0%
-1.85%
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 2016-05-16
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 Q1 2016 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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