$8.78 Billion is the total value of Orbimed Advisors's 140 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 28.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIIB | Sell | BIOGEN INC | $417,551,000 | +15.1% | 1,333,900 | -11.1% | 4.76% | +25.6% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $409,638,000 | -24.2% | 17,211,700 | -25.6% | 4.66% | -17.3% |
| AMGN | Sell | AMGEN INC | $406,466,000 | -11.9% | 2,436,700 | -19.7% | 4.63% | -3.9% |
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $323,262,000 | -7.1% | 2,638,011 | -11.5% | 3.68% | +1.3% |
| CELG | Buy | CELGENE CORP | $308,215,000 | +30.0% | 2,948,577 | +22.6% | 3.51% | +41.8% |
| ABBV | Sell | ABBVIE INC | $266,780,000 | -34.4% | 4,229,900 | -35.6% | 3.04% | -28.5% |
| MRK | Buy | MERCK & CO INC | $218,859,000 | +98.3% | 3,506,800 | +83.1% | 2.49% | +116.3% |
| SHPG | Buy | SHIRE PLCsponsored adr | $206,141,000 | +184.2% | 1,063,351 | +169.9% | 2.35% | +210.2% |
| ICPT | INTERCEPT PHARMACEUTICALS IN | $184,341,000 | +15.4% | 1,120,000 | 0.0% | 2.10% | +25.8% | |
| WMGI | Buy | WRIGHT MED GROUP N V | $180,448,000 | +58.7% | 7,356,233 | +12.4% | 2.06% | +73.3% |
| AGN | Sell | ALLERGAN PLC | $179,340,000 | -42.3% | 778,690 | -42.1% | 2.04% | -37.0% |
| A | Buy | AGILENT TECHNOLOGIES INC | $174,930,000 | +10.6% | 3,714,800 | +4.2% | 1.99% | +20.7% |
| INCY | Sell | INCYTE CORP | $174,453,000 | -6.2% | 1,850,178 | -20.4% | 1.99% | +2.4% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $165,553,000 | +224.6% | 1,373,200 | +168.5% | 1.88% | +254.3% |
| LLY | Buy | LILLY ELI & CO | $163,771,000 | +40.8% | 2,040,500 | +38.2% | 1.86% | +53.6% |
| PBYI | Sell | PUMA BIOTECHNOLOGY INC | $159,815,000 | +81.0% | 2,383,525 | -19.6% | 1.82% | +97.6% |
| GILD | Sell | GILEAD SCIENCES INC | $159,087,000 | -37.9% | 2,010,700 | -34.6% | 1.81% | -32.3% |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $157,990,000 | +21.5% | 9,949,000 | 0.0% | 1.80% | +32.6% | |
| MOH | Buy | MOLINA HEALTHCARE INC | $153,656,000 | +67.5% | 2,634,700 | +43.3% | 1.75% | +82.9% |
| WCG | Sell | WELLCARE HEALTH PLANS INC | $146,128,000 | -29.0% | 1,248,000 | -34.9% | 1.66% | -22.5% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $142,838,000 | -19.8% | 355,300 | -30.3% | 1.63% | -12.4% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $140,583,000 | -25.4% | 1,612,000 | -26.4% | 1.60% | -18.5% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $136,123,000 | -30.9% | 187,800 | -36.9% | 1.55% | -24.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $129,872,000 | -36.2% | 816,500 | -40.7% | 1.48% | -30.3% |
| PFE | Sell | PFIZER INC | $119,636,000 | -19.9% | 3,532,200 | -16.8% | 1.36% | -12.6% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $117,945,000 | -68.3% | 2,187,400 | -56.7% | 1.34% | -65.4% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $106,574,000 | -9.8% | 1,151,900 | -24.1% | 1.21% | -1.5% |
| ACHN | Buy | ACHILLION PHARMACEUTICALS IN | $106,168,000 | +16.5% | 13,107,200 | +12.2% | 1.21% | +27.1% |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $102,403,000 | -20.5% | 1,451,900 | -14.5% | 1.17% | -13.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $101,356,000 | +7.5% | 858,000 | +10.3% | 1.15% | +17.3% |
| HCA | Sell | HCA HOLDINGS INC | $99,242,000 | -68.6% | 1,312,200 | -68.0% | 1.13% | -65.7% |
| ARRY | Buy | ARRAY BIOPHARMA INC | $95,714,000 | +145.0% | 14,179,900 | +29.2% | 1.09% | +167.2% |
| ZBH | Sell | ZIMMER BIOMET HLDGS INC | $93,289,000 | -10.2% | 717,500 | -16.8% | 1.06% | -1.9% |
| NBIX | NEUROCRINE BIOSCIENCES INC | $91,936,000 | +11.4% | 1,815,474 | 0.0% | 1.05% | +21.6% | |
| ILMN | Sell | ILLUMINA INC | $90,013,000 | -24.2% | 495,500 | -41.4% | 1.02% | -17.3% |
| IPXL | Sell | IMPAX LABORATORIES INC | $89,764,000 | -47.1% | 3,787,500 | -35.7% | 1.02% | -42.3% |
| CRVS | CORVUS PHARMACEUTICALS INC | $88,490,000 | +15.4% | 5,379,349 | 0.0% | 1.01% | +26.0% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $85,652,000 | -49.8% | 611,800 | -49.4% | 0.98% | -45.2% |
| BOLD | New | AUDENTES THERAPEUTICS INC | $85,517,000 | – | 4,801,638 | +100.0% | 0.97% | – |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDadr | $84,263,000 | -39.2% | 1,831,400 | -33.6% | 0.96% | -33.7% |
| GKOS | Sell | GLAUKOS CORP | $82,273,000 | -2.6% | 2,180,000 | -24.8% | 0.94% | +6.2% |
| MNKKQ | Sell | MALLINCKRODT PUB LTD CO | $81,657,000 | +2.6% | 1,170,200 | -10.6% | 0.93% | +12.0% |
| BLUE | BLUEBIRD BIO INC | $80,374,000 | +56.6% | 1,185,800 | 0.0% | 0.92% | +70.7% | |
| EXEL | New | EXELIXIS INC | $79,379,000 | – | 6,206,300 | +100.0% | 0.90% | – |
| INSM | Buy | INSMED INC | $76,246,000 | +85.9% | 5,251,100 | +26.3% | 0.87% | +102.8% |
| HUM | Buy | HUMANA INC | $74,913,000 | +22.6% | 423,500 | +24.7% | 0.85% | +33.7% |
| EGRX | EAGLE PHARMACEUTICALS INC | $72,527,000 | +80.5% | 1,036,100 | 0.0% | 0.83% | +97.1% | |
| AGNPRA | New | ALLERGAN PLCpfd conv ser a | $72,455,000 | – | 88,200 | +100.0% | 0.82% | – |
| MDT | Buy | MEDTRONIC PLC | $66,234,000 | +14.6% | 766,600 | +15.1% | 0.75% | +25.0% |
| INSYQ | Buy | INSYS THERAPEUTICS INC NEW | $64,871,000 | +6.9% | 5,502,240 | +17.4% | 0.74% | +16.7% |
| OPHT | Sell | OPHTHOTECH CORP | $53,797,000 | -50.9% | 1,166,200 | -45.7% | 0.61% | -46.4% |
| NTLA | INTELLIA THERAPEUTICS INC | $45,310,000 | -20.3% | 2,662,180 | 0.0% | 0.52% | -13.0% | |
| LOXO | Sell | LOXO ONCOLOGY INC | $45,239,000 | -10.3% | 1,728,000 | -20.6% | 0.52% | -2.1% |
| THC | Buy | TENET HEALTHCARE CORP | $45,161,000 | +78.5% | 1,993,000 | +117.7% | 0.51% | +94.7% |
| COO | Sell | COOPER COS INC | $44,833,000 | -61.4% | 250,100 | -63.0% | 0.51% | -57.8% |
| ASND | ASCENDIS PHARMA A Ssponsored adr | $44,039,000 | +51.5% | 2,191,000 | 0.0% | 0.50% | +65.7% | |
| DMTX | DIMENSION THERAPEUTICS INC | $43,128,000 | +33.2% | 5,397,698 | 0.0% | 0.49% | +45.3% | |
| CI | Sell | CIGNA CORPORATION | $42,445,000 | +0.6% | 325,700 | -1.2% | 0.48% | +9.8% |
| VRAY | Buy | VIEWRAY INC | $41,259,000 | +26.3% | 9,127,990 | +14.2% | 0.47% | +37.8% |
| MGLN | Sell | MAGELLAN HEALTH INC | $37,595,000 | -47.6% | 699,700 | -35.8% | 0.43% | -42.8% |
| OTIC | OTONOMY INC | $33,653,000 | +14.5% | 1,850,094 | 0.0% | 0.38% | +24.8% | |
| SGYPQ | SYNERGY PHARMACEUTICALS DEL | $32,931,000 | +45.0% | 5,976,648 | 0.0% | 0.38% | +58.2% | |
| AERI | New | AERIE PHARMACEUTICALS INC | $30,083,000 | – | 797,100 | +100.0% | 0.34% | – |
| JAZZ | Buy | JAZZ PHARMACEUTICALS PLC | $29,993,000 | +135.8% | 246,900 | +174.3% | 0.34% | +157.1% |
| GLPG | Buy | GALAPAGOS NVspon adr | $29,608,000 | +51.3% | 457,900 | +29.8% | 0.34% | +65.2% |
| NLNK | Buy | NEWLINK GENETICS CORP | $29,113,000 | +63.5% | 1,938,300 | +22.6% | 0.33% | +78.5% |
| LBIO | LION BIOTECHNOLOGIES INC | $27,841,000 | +1.6% | 3,382,900 | 0.0% | 0.32% | +10.8% | |
| SELB | SELECTA BIOSCIENCES INC | $26,260,000 | +1.9% | 1,842,797 | 0.0% | 0.30% | +11.2% | |
| IMMUNOMEDICS INCnote 4.750% 2/1 | $25,479,000 | +22.3% | 30,000,000 | 0.0% | 0.29% | +33.6% | ||
| SYK | STRYKER CORP | $24,679,000 | -2.9% | 212,000 | 0.0% | 0.28% | +6.0% | |
| MRK | New | MERCK & CO INCcall | $21,847,000 | – | 350,000 | +100.0% | 0.25% | – |
| EXAS | Sell | EXACT SCIENCES CORP | $20,457,000 | -21.6% | 1,101,600 | -48.3% | 0.23% | -14.3% |
| EHTH | Buy | EHEALTH INC | $20,346,000 | +11.6% | 1,815,000 | +39.6% | 0.23% | +22.1% |
| LLY | New | LILLY ELI & COcall | $20,065,000 | – | 250,000 | +100.0% | 0.23% | – |
| CYNA | Sell | CYNAPSUS THERAPEUTICS INC | $20,114,000 | +15.1% | 499,999 | -56.2% | 0.23% | +25.8% |
| ABT | Buy | ABBOTT LABS | $18,629,000 | +100.0% | 440,500 | +85.9% | 0.21% | +118.6% |
| XNCR | Sell | XENCOR INC | $18,233,000 | +10.3% | 744,522 | -14.5% | 0.21% | +20.2% |
| CHRS | New | COHERUS BIOSCIENCES INC | $17,985,000 | – | 671,600 | +100.0% | 0.20% | – |
| ITEK | Buy | INOTEK PHARMACEUTICALS CORP | $17,531,000 | +69.4% | 1,849,300 | +32.9% | 0.20% | +85.2% |
| FWP | FORWARD PHARMA A/Ssponsored adr | $16,750,000 | +15.5% | 798,000 | 0.0% | 0.19% | +26.5% | |
| IMGN | IMMUNOGEN INC | $16,336,000 | -13.0% | 6,095,647 | 0.0% | 0.19% | -5.1% | |
| SRPT | New | SAREPTA THERAPEUTICS INC | $16,077,000 | – | 261,800 | +100.0% | 0.18% | – |
| ARWR | New | ARROWHEAD PHARMACEUTICALS IN | $15,876,000 | – | 2,159,973 | +100.0% | 0.18% | – |
| SVA | SINOVAC BIOTECH LTD | $15,738,000 | -0.5% | 2,667,500 | 0.0% | 0.18% | +8.5% | |
| PRQR | PROQR THRAPEUTICS N V | $15,377,000 | +37.8% | 2,305,446 | 0.0% | 0.18% | +50.9% | |
| DERM | New | DERMIRA INC | $14,394,000 | – | 425,600 | +100.0% | 0.16% | – |
| NTRA | NATERA INC | $14,178,000 | -7.9% | 1,276,190 | 0.0% | 0.16% | 0.0% | |
| FLDM | FLUIDIGM CORP DEL | $13,986,000 | -11.3% | 1,746,100 | 0.0% | 0.16% | -3.6% | |
| AET | AETNA INC NEW | $13,461,000 | -5.5% | 116,600 | 0.0% | 0.15% | +2.7% | |
| PIRS | PIERIS PHARMACEUTICALS INC | $13,267,000 | +13.5% | 7,259,620 | 0.0% | 0.15% | +23.8% | |
| BCR | Buy | BARD C R INC | $13,008,000 | +140.5% | 58,000 | +152.2% | 0.15% | +164.3% |
| DBVT | New | DBV TECHNOLOGIES S Asponsored adr | $12,559,000 | – | 345,700 | +100.0% | 0.14% | – |
| VNDA | New | VANDA PHARMACEUTICALS INCcall | $12,480,000 | – | 750,000 | +100.0% | 0.14% | – |
| IMMU | IMMUNOMEDICS INC | $12,357,000 | +40.1% | 3,802,000 | 0.0% | 0.14% | +53.3% | |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $12,010,000 | +45.0% | 169,300 | 0.0% | 0.14% | +59.3% | |
| AGN | Sell | ALLERGAN PLCcall | $11,516,000 | -66.8% | 50,000 | -66.7% | 0.13% | -63.8% |
| SNDX | SYNDAX PHARMACEUTICALS INC | $11,482,000 | +53.9% | 757,365 | 0.0% | 0.13% | +67.9% | |
| STDY | New | STEADYMED LTD | $11,029,000 | – | 3,072,196 | +100.0% | 0.13% | – |
| SAGE | New | SAGE THERAPEUTICS INC | $10,840,000 | – | 235,400 | +100.0% | 0.12% | – |
| ASMB | ASSEMBLY BIOSCIENCES INC | $10,073,000 | +29.9% | 1,397,100 | 0.0% | 0.12% | +42.0% | |
| New | INOTEK PHARMACEUTICALS CORPnote 5.750% 8/0 | $9,547,000 | – | 7,000,000 | +100.0% | 0.11% | – | |
| AFMD | Sell | AFFIMED N V | $9,383,000 | +0.2% | 3,375,000 | -10.6% | 0.11% | +9.2% |
| NBRV | NABRIVA THERAPEUTICS AGsponsored adr | $9,271,000 | -6.0% | 1,315,000 | 0.0% | 0.11% | +2.9% | |
| AGLE | AEGLEA BIOTHERAPEUTICS INC | $8,719,000 | +31.9% | 1,360,224 | 0.0% | 0.10% | +43.5% | |
| PTLA | PORTOLA PHARMACEUTICALS INC | $8,423,000 | -3.8% | 370,900 | 0.0% | 0.10% | +5.5% | |
| CLLS | CELLECTIS S Asponsored ads | $8,428,000 | -9.4% | 350,000 | 0.0% | 0.10% | -1.0% | |
| NUVA | Sell | NUVASIVE INC | $8,233,000 | -44.2% | 123,500 | -50.0% | 0.09% | -39.0% |
| INCYTE CORPnote 1.250%11/1 | $8,267,000 | +15.3% | 4,250,000 | 0.0% | 0.09% | +25.3% | ||
| SIEN | Sell | SIENTRA INC | $8,248,000 | -7.7% | 917,500 | -32.4% | 0.09% | +1.1% |
| XENE | New | XENON PHARMACEUTICALS INC | $8,100,000 | – | 1,000,000 | +100.0% | 0.09% | – |
| INCYTE CORPnote 0.375%11/1 | $8,090,000 | +14.7% | 4,250,000 | 0.0% | 0.09% | +24.3% | ||
| NERV | Buy | MINERVA NEUROSCIENCES INC | $7,851,000 | +139.1% | 556,200 | +73.0% | 0.09% | +161.8% |
| RDHL | REDHILL BIOPHARMA LTDsponsored ads | $7,846,000 | +27.8% | 564,900 | 0.0% | 0.09% | +39.1% | |
| FLUIDIGM CORP DELnote 2.750% 2/0 | $6,213,000 | +1.9% | 10,000,000 | 0.0% | 0.07% | +10.9% | ||
| BMY | New | BRISTOL MYERS SQUIBB COcall | $5,392,000 | – | 100,000 | +100.0% | 0.06% | – |
| INFI | INFINITY PHARMACEUTICALS INC | $5,070,000 | +17.3% | 3,250,300 | 0.0% | 0.06% | +28.9% | |
| ADAP | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $5,105,000 | -13.5% | 724,184 | 0.0% | 0.06% | -6.5% | |
| GWPH | New | GW PHARMACEUTICALS PLCads | $4,805,000 | – | 36,200 | +100.0% | 0.06% | – |
| VRX | VALEANT PHARMACEUTICALS INTL | $4,785,000 | +21.9% | 194,900 | 0.0% | 0.05% | +31.7% | |
| NVTA | INVITAE CORP | $4,000,000 | +18.5% | 456,666 | 0.0% | 0.05% | +31.4% | |
| SGMO | New | SANGAMO BIOSCIENCES INC | $3,850,000 | – | 831,500 | +100.0% | 0.04% | – |
| QURE | Buy | UNIQURE NV | $3,741,000 | +159.8% | 489,000 | +150.3% | 0.04% | +186.7% |
| PERNIX THERAPEUTICS HLDGS INdbcv 4.250% 4/0 | $3,514,000 | +37.9% | 12,000,000 | 0.0% | 0.04% | +48.1% | ||
| AMED | Buy | AMEDISYS INC | $3,392,000 | +235.8% | 71,500 | +257.5% | 0.04% | +254.5% |
| ROKA | ROKA BIOSCIENCE INC | $2,238,000 | +21.5% | 3,220,429 | 0.0% | 0.02% | +31.6% | |
| CGNT | Sell | COGENTIX MED INC | $1,598,000 | +67.7% | 878,145 | -11.4% | 0.02% | +80.0% |
| OREXIGEN THERAPEUTICS INCnote 2.750%12/0 | $1,441,000 | -34.5% | 5,210,000 | 0.0% | 0.02% | -30.4% | ||
| ITCI | New | INTRA CELLULAR THERAPIES INCcall | $1,373,000 | – | 90,000 | +100.0% | 0.02% | – |
| BLRX | BIOLINERX LTDsponsored adr | $1,194,000 | +43.7% | 1,038,600 | 0.0% | 0.01% | +55.6% | |
| AMRN | AMARIN CORP PLCspons adr new | $1,117,000 | +47.8% | 350,000 | 0.0% | 0.01% | +62.5% | |
| MRNS | Sell | MARINUS PHARMACEUTICALS INC | $1,033,000 | -6.3% | 567,600 | -34.6% | 0.01% | +9.1% |
| QLTI | QLT INC | $1,030,000 | +45.1% | 500,000 | 0.0% | 0.01% | +71.4% | |
| MDGS | MEDIGUS LTDsponsored adr | $756,000 | -30.8% | 600,000 | 0.0% | 0.01% | -18.2% | |
| PTX | PERNIX THERAPEUTICS HLDGS IN | $668,000 | +38.9% | 1,073,000 | 0.0% | 0.01% | +60.0% | |
| BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1 | $600,000 | +8.1% | 500,000 | 0.0% | 0.01% | +16.7% | ||
| BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $624,000 | +7.8% | 500,000 | 0.0% | 0.01% | +16.7% | ||
| XTNT | XTANT MED HLDGS INC | $537,000 | -40.9% | 475,439 | 0.0% | 0.01% | -33.3% | |
| NVLS | New | NIVALIS THERAPEUTICS INC | $480,000 | – | 59,000 | +100.0% | 0.01% | – |
| ALIM | ALIMERA SCIENCES INC | $373,000 | +21.1% | 250,000 | 0.0% | 0.00% | +33.3% | |
| ARLZ | ARALEZ PHARMACEUTICALS INC | $330,000 | +46.7% | 68,143 | 0.0% | 0.00% | +100.0% | |
| BGNE | Exit | BEIGENE LTDsponsored adr | $0 | – | -12,925 | -100.0% | -0.00% | – |
| INSM | Exit | INSMED INCcall | $0 | – | -200,000 | -100.0% | -0.02% | – |
| MCRB | Exit | SERES THERAPEUTICS INC | $0 | – | -86,000 | -100.0% | -0.03% | – |
| ADXS | Exit | ADVAXIS INC | $0 | – | -445,400 | -100.0% | -0.04% | – |
| MGNX | Exit | MACROGENICS INC | $0 | – | -149,400 | -100.0% | -0.04% | – |
| WMGI | Exit | WRIGHT MED GROUP N Vcall | $0 | – | -400,000 | -100.0% | -0.07% | – |
| ALKS | Exit | ALKERMES PLC | $0 | – | -172,000 | -100.0% | -0.08% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -43,400 | -100.0% | -0.08% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -166,000 | -100.0% | -0.14% | – |
| IBB | Exit | ISHARES TRnasdq biotec etf | $0 | – | -53,300 | -100.0% | -0.14% | – |
| MOH | Exit | MOLINA HEALTHCARE INCcall | $0 | – | -350,000 | -100.0% | -0.18% | – |
| ITCI | Exit | INTRA CELLULAR THERAPIES INC | $0 | – | -885,400 | -100.0% | -0.36% | – |
| DVAX | Exit | DYNAVAX TECHNOLOGIES CORP | $0 | – | -2,403,300 | -100.0% | -0.37% | – |
| XBI | Exit | SPDR SERIES TRUSTs&p biotech | $0 | – | -745,300 | -100.0% | -0.42% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -200,000 | -100.0% | -0.44% | – |
| AGNPRA | Exit | ALLERGAN PLCpfd conv ser a | $0 | – | -104,200 | -100.0% | -0.91% | – |
| MDVN | Exit | MEDIVATION INC | $0 | – | -2,001,400 | -100.0% | -1.26% | – |
| RLYP | Exit | RELYPSA INC | $0 | – | -7,400,000 | -100.0% | -1.43% | – |
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 2016-11-14
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.