$9.58 Billion is the total value of Orbimed Advisors's 137 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 28.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSX | Buy | BOSTON SCIENTIFIC CORP | $540,529,000 | +27.8% | 23,129,200 | +2.9% | 5.64% | +26.8% |
| AMGN | Buy | AMGEN INC | $461,547,000 | +7.0% | 3,033,500 | +5.5% | 4.82% | +6.1% |
| ABBV | Sell | ABBVIE INC | $406,941,000 | -3.7% | 6,573,100 | -11.1% | 4.25% | -4.5% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $371,839,000 | -23.7% | 5,055,600 | -33.7% | 3.88% | -24.3% |
| BIIB | Sell | BIOGEN INC | $362,827,000 | -8.7% | 1,500,400 | -1.7% | 3.79% | -9.4% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $348,110,000 | +33.7% | 2,981,411 | +59.4% | 3.63% | +32.6% |
| HCA | Sell | HCA HOLDINGS INC | $315,610,000 | -29.5% | 4,098,300 | -28.6% | 3.29% | -30.1% |
| AGN | Sell | ALLERGAN PLC | $310,727,000 | -26.3% | 1,344,615 | -14.5% | 3.24% | -26.9% |
| GILD | Buy | GILEAD SCIENCES INC | $256,341,000 | -7.6% | 3,072,900 | +1.8% | 2.68% | -8.3% |
| CELG | Sell | CELGENE CORP | $237,173,000 | -37.2% | 2,404,677 | -36.3% | 2.48% | -37.7% |
| WCG | Buy | WELLCARE HEALTH PLANS INC | $205,817,000 | +16.6% | 1,918,500 | +0.8% | 2.15% | +15.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $203,495,000 | +0.2% | 1,377,200 | -4.0% | 2.12% | -0.7% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $196,968,000 | +18.4% | 297,800 | +7.6% | 2.06% | +17.4% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $188,324,000 | +26.7% | 2,189,300 | +17.1% | 1.96% | +25.6% |
| INCY | Sell | INCYTE CORP | $185,928,000 | -6.9% | 2,324,678 | -15.6% | 1.94% | -7.7% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $178,072,000 | -7.3% | 509,900 | -4.3% | 1.86% | -8.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $170,598,000 | +63.0% | 1,208,200 | +48.8% | 1.78% | +61.7% |
| IPXL | Sell | IMPAX LABORATORIES INC | $169,655,000 | -21.8% | 5,886,700 | -13.1% | 1.77% | -22.5% |
| ICPT | INTERCEPT PHARMACEUTICALS IN | $159,802,000 | +11.1% | 1,120,000 | 0.0% | 1.67% | +10.2% | |
| A | Buy | AGILENT TECHNOLOGIES INC | $158,152,000 | +13.6% | 3,565,200 | +2.0% | 1.65% | +12.6% |
| PFE | Buy | PFIZER INC | $149,421,000 | +22.3% | 4,243,700 | +3.0% | 1.56% | +21.2% |
| TEVA | Buy | TEVA PHARMACEUTICAL INDS LTDadr | $138,625,000 | -3.9% | 2,759,800 | +2.4% | 1.45% | -4.7% |
| RLYP | RELYPSA INC | $136,900,000 | +36.5% | 7,400,000 | 0.0% | 1.43% | +35.5% | |
| IRWD | Sell | IRONWOOD PHARMACEUTICALS INC | $130,083,000 | +2.9% | 9,949,000 | -13.9% | 1.36% | +2.0% |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $128,754,000 | -22.6% | 1,698,600 | -29.8% | 1.34% | -23.2% |
| MDVN | Buy | MEDIVATION INC | $120,684,000 | +423.9% | 2,001,400 | +299.5% | 1.26% | +420.2% |
| ILMN | Sell | ILLUMINA INC | $118,790,000 | -18.6% | 846,200 | -6.0% | 1.24% | -19.2% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $118,139,000 | +40.0% | 1,518,500 | +48.4% | 1.23% | +38.9% |
| LLY | Sell | LILLY ELI & CO | $116,298,000 | -36.4% | 1,476,800 | -41.9% | 1.21% | -37.0% |
| COO | Sell | COOPER COS INC | $116,033,000 | -5.3% | 676,300 | -15.0% | 1.21% | -6.1% |
| WMGI | Sell | WRIGHT MED GROUP N V | $113,689,000 | -17.9% | 6,545,163 | -21.6% | 1.19% | -18.7% |
| MRK | Buy | MERCK & CO INC | $110,352,000 | +891.3% | 1,915,500 | +810.4% | 1.15% | +884.6% |
| OPHT | Buy | OPHTHOTECH CORP | $109,618,000 | +23.8% | 2,148,100 | +2.6% | 1.14% | +22.7% |
| ZBH | Buy | ZIMMER BIOMET HLDGS INC | $103,828,000 | +845.4% | 862,500 | +737.4% | 1.08% | +833.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $94,323,000 | +63.9% | 777,600 | +46.2% | 0.98% | +62.6% |
| MOH | New | MOLINA HEALTHCARE INC | $91,716,000 | – | 1,838,000 | +100.0% | 0.96% | – |
| ACHN | Buy | ACHILLION PHARMACEUTICALS IN | $91,116,000 | +2.5% | 11,681,600 | +1.4% | 0.95% | +1.6% |
| PBYI | Buy | PUMA BIOTECHNOLOGY INC | $88,298,000 | +9.2% | 2,964,025 | +7.6% | 0.92% | +8.2% |
| AGNPRA | New | ALLERGAN PLCpfd conv ser a | $86,859,000 | – | 104,200 | +100.0% | 0.91% | – |
| GKOS | GLAUKOS CORP | $84,504,000 | +73.0% | 2,897,938 | 0.0% | 0.88% | +71.6% | |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC | $82,513,000 | -21.4% | 1,815,474 | -31.6% | 0.86% | -22.0% |
| MNKKQ | MALLINCKRODT PUB LTD CO | $79,561,000 | -0.8% | 1,309,000 | 0.0% | 0.83% | -1.7% | |
| CRVS | Buy | CORVUS PHARMACEUTICALS INC | $76,710,000 | +0.6% | 5,379,349 | +2.3% | 0.80% | -0.2% |
| SHPG | Buy | SHIRE PLCsponsored adr | $72,529,000 | +40.5% | 394,009 | +31.2% | 0.76% | +39.4% |
| MGLN | Sell | MAGELLAN HEALTH INC | $71,729,000 | -44.7% | 1,090,600 | -42.9% | 0.75% | -45.2% |
| HUM | HUMANA INC | $61,105,000 | -1.7% | 339,700 | 0.0% | 0.64% | -2.4% | |
| INSYQ | Buy | INSYS THERAPEUTICS INC NEW | $60,666,000 | -16.8% | 4,688,240 | +2.9% | 0.63% | -17.5% |
| MDT | MEDTRONIC PLC | $57,815,000 | +15.7% | 666,299 | 0.0% | 0.60% | +14.6% | |
| NTLA | New | INTELLIA THERAPEUTICS INC | $56,838,000 | – | 2,662,180 | +100.0% | 0.59% | – |
| BLUE | Buy | BLUEBIRD BIO INC | $51,333,000 | +27.7% | 1,185,800 | +25.4% | 0.54% | +26.7% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $51,002,000 | +402.8% | 511,400 | +344.7% | 0.53% | +397.2% |
| LOXO | LOXO ONCOLOGY INC | $50,436,000 | -15.2% | 2,175,857 | 0.0% | 0.53% | -16.0% | |
| CI | Sell | CIGNA CORPORATION | $42,186,000 | -8.4% | 329,600 | -1.8% | 0.44% | -9.1% |
| SPY | New | SPDR S&P 500 ETF TRput | $41,894,000 | – | 200,000 | +100.0% | 0.44% | – |
| INSM | Buy | INSMED INC | $41,004,000 | -6.7% | 4,158,600 | +19.8% | 0.43% | -7.6% |
| XBI | Sell | SPDR SERIES TRUSTs&p biotech | $40,306,000 | -20.5% | 745,300 | -24.0% | 0.42% | -21.0% |
| EGRX | New | EAGLE PHARMACEUTICALS INC | $40,190,000 | – | 1,036,100 | +100.0% | 0.42% | – |
| ARRY | Buy | ARRAY BIOPHARMA INC | $39,067,000 | +23.9% | 10,973,900 | +2.7% | 0.41% | +22.9% |
| DVAX | Buy | DYNAVAX TECHNOLOGIES CORP | $35,040,000 | -7.8% | 2,403,300 | +21.7% | 0.37% | -8.5% |
| AGN | Buy | ALLERGAN PLCcall | $34,664,000 | +29.3% | 150,000 | +50.0% | 0.36% | +28.4% |
| ITCI | Buy | INTRA CELLULAR THERAPIES INC | $34,371,000 | +320.5% | 885,400 | +201.2% | 0.36% | +317.4% |
| VRAY | VIEWRAY INC | $32,679,000 | -4.9% | 7,989,916 | 0.0% | 0.34% | -5.8% | |
| DMTX | DIMENSION THERAPEUTICS INC | $32,386,000 | -23.4% | 5,397,698 | 0.0% | 0.34% | -24.0% | |
| OTIC | OTONOMY INC | $29,379,000 | +6.4% | 1,850,094 | 0.0% | 0.31% | +5.9% | |
| ASND | Buy | ASCENDIS PHARMA A Ssponsored adr | $29,075,000 | +605.4% | 2,191,000 | +885.9% | 0.30% | +604.7% |
| LBIO | Buy | LION BIOTECHNOLOGIES INC | $27,401,000 | +427.8% | 3,382,900 | +231.0% | 0.29% | +420.0% |
| EXAS | Buy | EXACT SCIENCES CORP | $26,107,000 | +104.9% | 2,131,200 | +12.7% | 0.27% | +103.0% |
| SELB | New | SELECTA BIOSCIENCES INC | $25,781,000 | – | 1,842,797 | +100.0% | 0.27% | – |
| SYK | STRYKER CORP | $25,404,000 | +11.7% | 212,000 | 0.0% | 0.26% | +10.9% | |
| THC | New | TENET HEALTHCARE CORP | $25,299,000 | – | 915,300 | +100.0% | 0.26% | – |
| SGYPQ | Buy | SYNERGY PHARMACEUTICALS DEL | $22,711,000 | +261.4% | 5,976,648 | +162.5% | 0.24% | +259.1% |
| IMMUNOMEDICS INCnote 4.750% 2/1 | $20,827,000 | +2.2% | 30,000,000 | 0.0% | 0.22% | +1.4% | ||
| GLPG | Buy | GALAPAGOS NVspon adr | $19,564,000 | +103.4% | 352,700 | +53.3% | 0.20% | +102.0% |
| IMGN | IMMUNOGEN INC | $18,775,000 | -63.8% | 6,095,647 | 0.0% | 0.20% | -64.1% | |
| EHTH | EHEALTH INC | $18,226,000 | +49.3% | 1,300,000 | 0.0% | 0.19% | +48.4% | |
| NLNK | Buy | NEWLINK GENETICS CORP | $17,808,000 | +19.8% | 1,581,506 | +93.6% | 0.19% | +19.2% |
| CYNA | CYNAPSUS THERAPEUTICS INC | $17,470,000 | +32.1% | 1,140,325 | 0.0% | 0.18% | +30.9% | |
| MOH | New | MOLINA HEALTHCARE INCcall | $17,465,000 | – | 350,000 | +100.0% | 0.18% | – |
| XNCR | Sell | XENCOR INC | $16,537,000 | +11.3% | 870,822 | -21.3% | 0.17% | +10.9% |
| SVA | SINOVAC BIOTECH LTD | $15,818,000 | -7.2% | 2,667,500 | 0.0% | 0.16% | -7.8% | |
| FLDM | FLUIDIGM CORP DEL | $15,767,000 | +11.9% | 1,746,100 | 0.0% | 0.16% | +11.5% | |
| NTRA | NATERA INC | $15,397,000 | +26.7% | 1,276,190 | 0.0% | 0.16% | +25.8% | |
| NUVA | Sell | NUVASIVE INC | $14,757,000 | -79.6% | 247,100 | -83.4% | 0.15% | -79.8% |
| FWP | FORWARD PHARMA A/Ssponsored adr | $14,500,000 | +6.9% | 798,000 | 0.0% | 0.15% | +5.6% | |
| AET | Buy | AETNA INC NEW | $14,240,000 | +66.8% | 116,600 | +53.4% | 0.15% | +65.6% |
| IBB | Sell | ISHARES TRnasdq biotec etf | $13,716,000 | -52.9% | 53,300 | -52.3% | 0.14% | -53.4% |
| CAH | CARDINAL HEALTH INC | $12,950,000 | -4.8% | 166,000 | 0.0% | 0.14% | -5.6% | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $12,718,000 | +8.2% | 90,000 | 0.0% | 0.13% | +7.3% | |
| PIRS | PIERIS PHARMACEUTICALS INC | $11,688,000 | -15.3% | 7,259,620 | 0.0% | 0.12% | -15.9% | |
| PRQR | PROQR THRAPEUTICS N V | $11,158,000 | -0.8% | 2,305,446 | 0.0% | 0.12% | -1.7% | |
| ITEK | INOTEK PHARMACEUTICALS CORP | $10,349,000 | +0.5% | 1,391,000 | 0.0% | 0.11% | 0.0% | |
| NBRV | NABRIVA THERAPEUTICS AGsponsored adr | $9,863,000 | -16.3% | 1,315,000 | 0.0% | 0.10% | -16.9% | |
| AFMD | Sell | AFFIMED N V | $9,362,000 | -36.3% | 3,775,000 | -4.0% | 0.10% | -36.8% |
| CLLS | CELLECTIS S Asponsored ads | $9,307,000 | -3.3% | 350,000 | 0.0% | 0.10% | -4.0% | |
| ABT | ABBOTT LABS | $9,316,000 | -6.0% | 237,000 | 0.0% | 0.10% | -6.7% | |
| SIEN | SIENTRA INC | $8,932,000 | -3.8% | 1,357,500 | 0.0% | 0.09% | -5.1% | |
| IMMU | IMMUNOMEDICS INC | $8,821,000 | -7.2% | 3,802,000 | 0.0% | 0.09% | -8.0% | |
| PTLA | Sell | PORTOLA PHARMACEUTICALS INC | $8,753,000 | -48.8% | 370,900 | -55.7% | 0.09% | -49.4% |
| RARE | Buy | ULTRAGENYX PHARMACEUTICAL IN | $8,280,000 | +1.9% | 169,300 | +32.0% | 0.09% | +1.2% |
| MCK | Sell | MCKESSON CORP | $8,101,000 | -33.3% | 43,400 | -43.8% | 0.08% | -33.6% |
| ASMB | ASSEMBLY BIOSCIENCES INC | $7,754,000 | +10.6% | 1,397,100 | 0.0% | 0.08% | +9.5% | |
| SNDX | SYNDAX PHARMACEUTICALS INC | $7,460,000 | -26.1% | 757,365 | 0.0% | 0.08% | -26.4% | |
| ALKS | New | ALKERMES PLC | $7,434,000 | – | 172,000 | +100.0% | 0.08% | – |
| INCYTE CORPnote 1.250%11/1 | $7,169,000 | +6.6% | 4,250,000 | 0.0% | 0.08% | +5.6% | ||
| INCYTE CORPnote 0.375%11/1 | $7,055,000 | +7.3% | 4,250,000 | 0.0% | 0.07% | +7.2% | ||
| WMGI | New | WRIGHT MED GROUP N Vcall | $6,948,000 | – | 400,000 | +100.0% | 0.07% | – |
| AGLE | New | AEGLEA BIOTHERAPEUTICS INC | $6,611,000 | – | 1,360,224 | +100.0% | 0.07% | – |
| RDHL | REDHILL BIOPHARMA LTDsponsored ads | $6,138,000 | -11.3% | 564,900 | 0.0% | 0.06% | -12.3% | |
| FLUIDIGM CORP DELnote 2.750% 2/0 | $6,098,000 | +9.8% | 10,000,000 | 0.0% | 0.06% | +10.3% | ||
| ADAP | Buy | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $5,902,000 | +65.5% | 724,184 | +65.0% | 0.06% | +63.2% |
| BCR | New | BARD C R INC | $5,409,000 | – | 23,000 | +100.0% | 0.06% | – |
| INFI | Sell | INFINITY PHARMACEUTICALS INC | $4,323,000 | -78.0% | 3,250,300 | -12.7% | 0.04% | -78.2% |
| MGNX | Sell | MACROGENICS INC | $4,032,000 | -32.2% | 149,400 | -52.9% | 0.04% | -33.3% |
| VRX | VALEANT PHARMACEUTICALS INTL | $3,925,000 | -23.4% | 194,900 | 0.0% | 0.04% | -24.1% | |
| ADXS | Sell | ADVAXIS INC | $3,603,000 | -37.3% | 445,400 | -30.0% | 0.04% | -36.7% |
| NVTA | INVITAE CORP | $3,375,000 | -27.8% | 456,666 | 0.0% | 0.04% | -28.6% | |
| NERV | New | MINERVA NEUROSCIENCES INC | $3,283,000 | – | 321,500 | +100.0% | 0.03% | – |
| New | PERNIX THERAPEUTICS HLDGS INdbcv 4.250% 4/0 | $2,549,000 | – | 12,000,000 | +100.0% | 0.03% | – | |
| MCRB | Sell | SERES THERAPEUTICS INC | $2,498,000 | -43.6% | 86,000 | -48.4% | 0.03% | -44.7% |
| OREXIGEN THERAPEUTICS INCnote 2.750%12/0 | $2,200,000 | +2.4% | 5,210,000 | 0.0% | 0.02% | 0.0% | ||
| INSM | New | INSMED INCcall | $1,972,000 | – | 200,000 | +100.0% | 0.02% | – |
| ROKA | ROKA BIOSCIENCE INC | $1,842,000 | -17.1% | 3,220,429 | 0.0% | 0.02% | -17.4% | |
| QURE | Buy | UNIQURE NV | $1,440,000 | -34.4% | 195,400 | +5.7% | 0.02% | -34.8% |
| AMED | New | AMEDISYS INC | $1,010,000 | – | 20,000 | +100.0% | 0.01% | – |
| MDGS | MEDIGUS LTDsponsored adr | $1,092,000 | -32.1% | 600,000 | 0.0% | 0.01% | -35.3% | |
| MRNS | Sell | MARINUS PHARMACEUTICALS INC | $1,102,000 | -78.8% | 867,600 | -10.1% | 0.01% | -80.0% |
| CGNT | COGENTIX MED INC | $953,000 | -12.6% | 990,745 | 0.0% | 0.01% | -9.1% | |
| XTNT | XTANT MED HLDGS INC | $908,000 | -29.5% | 475,439 | 0.0% | 0.01% | -35.7% | |
| BLRX | BIOLINERX LTDsponsored adr | $831,000 | -21.5% | 1,038,600 | 0.0% | 0.01% | -18.2% | |
| AMRN | AMARIN CORP PLCspons adr new | $756,000 | +41.0% | 350,000 | 0.0% | 0.01% | +33.3% | |
| QLTI | QLT INC | $710,000 | -28.6% | 500,000 | 0.0% | 0.01% | -30.0% | |
| BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $579,000 | -2.5% | 500,000 | 0.0% | 0.01% | 0.0% | ||
| BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1 | $555,000 | -4.1% | 500,000 | 0.0% | 0.01% | 0.0% | ||
| PTX | PERNIX THERAPEUTICS HLDGS IN | $481,000 | -57.3% | 1,073,000 | 0.0% | 0.01% | -58.3% | |
| BGNE | New | BEIGENE LTDsponsored adr | $385,000 | – | 12,925 | +100.0% | 0.00% | – |
| ALIM | Sell | ALIMERA SCIENCES INC | $308,000 | -88.3% | 250,000 | -83.3% | 0.00% | -89.3% |
| ARLZ | New | ARALEZ PHARMACEUTICALS INC | $225,000 | – | 68,143 | +100.0% | 0.00% | – |
| FATE | Exit | FATE THERAPEUTICS INC | $0 | – | -692,900 | -100.0% | -0.01% | – |
| ACHN | Exit | ACHILLION PHARMACEUTICALS INcall | $0 | – | -200,000 | -100.0% | -0.02% | – |
| PTLA | Exit | PORTOLA PHARMACEUTICALS INCput | $0 | – | -100,000 | -100.0% | -0.02% | – |
| ANAC | Exit | ANACOR PHARMACEUTICALS INC | $0 | – | -53,300 | -100.0% | -0.03% | – |
| MYL | Exit | MYLAN N V | $0 | – | -69,800 | -100.0% | -0.03% | – |
| CERS | Exit | CERUS CORP | $0 | – | -578,300 | -100.0% | -0.04% | – |
| MRTX | Exit | MIRATI THERAPEUTICS INC | $0 | – | -197,859 | -100.0% | -0.04% | – |
| CNXR | Exit | CONNECTURE INC | $0 | – | -1,740,000 | -100.0% | -0.05% | – |
| QGEN | Exit | QIAGEN NV | $0 | – | -256,800 | -100.0% | -0.06% | – |
| BITI | Exit | BIOTIE THERAPIES OYJsponsored adr | $0 | – | -268,672 | -100.0% | -0.08% | – |
| ENTA | Exit | ENANTA PHARMACEUTICALS INC | $0 | – | -249,400 | -100.0% | -0.08% | – |
| DNAI | Exit | PRONAI THERAPEUTICS INC | $0 | – | -1,623,149 | -100.0% | -0.12% | – |
| Exit | HORIZON PHARMA INVT LTDnote 2.500% 3/1 | $0 | – | -13,000,000 | -100.0% | -0.12% | – | |
| ENSG | Exit | ENSIGN GROUP INC | $0 | – | -514,200 | -100.0% | -0.12% | – |
| CLVS | Exit | CLOVIS ONCOLOGY INC | $0 | – | -660,900 | -100.0% | -0.13% | – |
| BXLT | Exit | BAXALTA INC | $0 | – | -326,000 | -100.0% | -0.14% | – |
| GWPH | Exit | GW PHARMACEUTICALS PLCads | $0 | – | -190,600 | -100.0% | -0.14% | – |
| XNPT | Exit | XENOPORT INC | $0 | – | -6,000,400 | -100.0% | -0.28% | – |
| ACAD | Exit | ACADIA PHARMACEUTICALS INC | $0 | – | -1,401,600 | -100.0% | -0.41% | – |
| CYH | Exit | COMMUNITY HEALTH SYS INC NEW | $0 | – | -2,171,400 | -100.0% | -0.42% | – |
| TSRO | Exit | TESARO INC | $0 | – | -1,912,000 | -100.0% | -0.89% | – |
| AGNPRA | Exit | ALLERGAN PLCpfd conv ser a | $0 | – | -104,200 | -100.0% | -1.01% | – |
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:
- View 13F-HR filed 2016-08-15
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.