Orbimed Advisors - Q4 2016 holdings

$7.85 Billion is the total value of Orbimed Advisors's 132 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 25.7% .

 Value Shares↓ Weighting
ALXN BuyALEXION PHARMACEUTICALS INC$414,569,000
+28.2%
3,388,386
+28.4%
5.28%
+43.5%
BIIB SellBIOGEN INC$363,323,000
-13.0%
1,281,200
-4.0%
4.63%
-2.6%
CELG BuyCELGENE CORP$359,609,000
+16.7%
3,106,777
+5.4%
4.58%
+30.5%
BSX SellBOSTON SCIENTIFIC CORP$357,044,000
-12.8%
16,506,900
-4.1%
4.55%
-2.5%
AMGN SellAMGEN INC$340,932,000
-16.1%
2,331,800
-4.3%
4.34%
-6.2%
MRK BuyMERCK & CO INC$271,697,000
+24.1%
4,615,200
+31.6%
3.46%
+38.9%
INCY BuyINCYTE CORP$208,842,000
+19.7%
2,082,800
+12.6%
2.66%
+33.9%
SHPG BuySHIRE PLCsponsored adr$205,027,000
-0.5%
1,203,351
+13.2%
2.61%
+11.2%
LLY BuyLILLY ELI & CO$201,453,000
+23.0%
2,739,000
+34.2%
2.57%
+37.6%
ABBV SellABBVIE INC$183,164,000
-31.3%
2,925,000
-30.8%
2.33%
-23.2%
WMGI BuyWRIGHT MED GROUP N V$174,288,000
-3.4%
7,584,334
+3.1%
2.22%
+8.1%
HUM BuyHUMANA INC$170,651,000
+127.8%
836,400
+97.5%
2.17%
+154.9%
PFE BuyPFIZER INC$167,853,000
+40.3%
5,167,900
+46.3%
2.14%
+57.0%
A SellAGILENT TECHNOLOGIES INC$165,378,000
-5.5%
3,629,900
-2.3%
2.11%
+5.8%
AGN SellALLERGAN PLC$161,643,000
-9.9%
769,690
-1.2%
2.06%
+0.9%
VRTX BuyVERTEX PHARMACEUTICALS INC$159,083,000
+13.2%
2,159,400
+34.0%
2.03%
+26.6%
HCA BuyHCA HOLDINGS INC$148,203,000
+49.3%
2,002,200
+52.6%
1.89%
+67.1%
ANTM NewANTHEM INC$146,875,0001,021,600
+100.0%
1.87%
ARRY BuyARRAY BIOPHARMA INC$141,421,000
+47.8%
16,088,800
+13.5%
1.80%
+65.3%
REGN  REGENERON PHARMACEUTICALS$130,427,000
-8.7%
355,3000.0%1.66%
+2.2%
EW SellEDWARDS LIFESCIENCES CORP$126,626,000
-23.5%
1,351,400
-1.6%
1.61%
-14.4%
ICPT  INTERCEPT PHARMACEUTICALS IN$121,688,000
-34.0%
1,120,0000.0%1.55%
-26.1%
TMO SellTHERMO FISHER SCIENTIFIC INC$112,809,000
-13.1%
799,500
-2.1%
1.44%
-2.8%
SGYPQ BuySYNERGY PHARMACEUTICALS DEL$111,090,000
+237.3%
18,241,398
+205.2%
1.42%
+277.6%
IRWD SellIRONWOOD PHARMACEUTICALS INC$110,719,000
-29.9%
7,241,300
-27.2%
1.41%
-21.6%
BMRN BuyBIOMARIN PHARMACEUTICAL INC$105,546,000
-1.0%
1,274,100
+10.6%
1.34%
+10.8%
AET BuyAETNA INC NEW$99,940,000
+642.4%
805,900
+591.2%
1.27%
+732.0%
JNJ  JOHNSON & JOHNSON$98,850,000
-2.5%
858,0000.0%1.26%
+9.2%
ISRG SellINTUITIVE SURGICAL INC$92,272,000
-32.2%
145,500
-22.5%
1.18%
-24.1%
BOLD  AUDENTES THERAPEUTICS INC$87,726,000
+2.6%
4,801,6380.0%1.12%
+14.8%
BMY SellBRISTOL MYERS SQUIBB CO$87,280,000
-26.0%
1,493,500
-31.7%
1.11%
-17.2%
NBIX BuyNEUROCRINE BIOSCIENCES INC$82,384,000
-10.4%
2,128,774
+17.3%
1.05%
+0.3%
CRVS  CORVUS PHARMACEUTICALS INC$76,925,000
-13.1%
5,379,3490.0%0.98%
-2.8%
GILD SellGILEAD SCIENCES INC$75,556,000
-52.5%
1,055,100
-47.5%
0.96%
-46.9%
GKOS  GLAUKOS CORP$74,774,000
-9.1%
2,180,0000.0%0.95%
+1.7%
MNKKQ BuyMALLINCKRODT PUB LTD CO$73,370,000
-10.1%
1,472,700
+25.9%
0.94%
+0.5%
INSM BuyINSMED INC$70,143,000
-8.0%
5,301,805
+1.0%
0.89%
+3.0%
PBYI SellPUMA BIOTECHNOLOGY INC$69,868,000
-56.3%
2,275,825
-4.5%
0.89%
-51.1%
AGNPRA NewALLERGAN PLCpfd conv ser a$67,249,00088,200
+100.0%
0.86%
MGLN BuyMAGELLAN HEALTH INC$60,320,000
+60.4%
801,600
+14.6%
0.77%
+79.7%
AERI BuyAERIE PHARMACEUTICALS INC$56,624,000
+88.2%
1,496,000
+87.7%
0.72%
+110.5%
INSYQ BuyINSYS THERAPEUTICS INC NEW$55,857,000
-13.9%
6,071,440
+10.3%
0.71%
-3.7%
LOXO  LOXO ONCOLOGY INC$55,495,000
+22.7%
1,728,0000.0%0.71%
+37.3%
THC BuyTENET HEALTHCARE CORP$55,156,000
+22.1%
3,716,700
+86.5%
0.70%
+36.8%
ASND BuyASCENDIS PHARMA A Ssponsored adr$54,998,000
+24.9%
2,717,315
+24.0%
0.70%
+39.6%
MDT  MEDTRONIC PLC$54,605,000
-17.6%
766,6000.0%0.70%
-7.7%
ACHN  ACHILLION PHARMACEUTICALS IN$54,133,000
-49.0%
13,107,2000.0%0.69%
-42.9%
EGRX SellEAGLE PHARMACEUTICALS INC$53,237,000
-26.6%
671,000
-35.2%
0.68%
-17.9%
UNH SellUNITEDHEALTH GROUP INC$47,436,000
-44.6%
296,400
-51.6%
0.60%
-38.1%
MNTA NewMOMENTA PHARMACEUTICALS INC$44,427,0002,951,968
+100.0%
0.57%
GWPH BuyGW PHARMACEUTICALS PLCads$44,320,000
+822.4%
396,600
+995.6%
0.56%
+927.3%
COO  COOPER COS INC$43,750,000
-2.4%
250,1000.0%0.56%
+9.0%
JAZZ BuyJAZZ PHARMACEUTICALS PLC$40,494,000
+35.0%
371,400
+50.4%
0.52%
+50.9%
SYK BuySTRYKER CORP$37,896,000
+53.6%
316,300
+49.2%
0.48%
+71.9%
NTLA  INTELLIA THERAPEUTICS INC$34,901,000
-23.0%
2,662,1800.0%0.44%
-13.8%
SELB  SELECTA BIOSCIENCES INC$31,604,000
+20.4%
1,842,7970.0%0.40%
+34.8%
 IMMUNOMEDICS INCnote 4.750% 2/1$29,769,000
+16.8%
30,000,0000.0%0.38%
+30.7%
OTIC  OTONOMY INC$29,416,000
-12.6%
1,850,0940.0%0.38%
-2.1%
VRAY  VIEWRAY INC$28,571,000
-30.8%
9,127,9900.0%0.36%
-22.6%
BGNE NewBEIGENE LTDsponsored adr$27,436,000903,700
+100.0%
0.35%
MOH SellMOLINA HEALTHCARE INC$26,924,000
-82.5%
496,200
-81.2%
0.34%
-80.4%
CHRS BuyCOHERUS BIOSCIENCES INC$23,930,000
+33.1%
850,100
+26.6%
0.30%
+48.8%
LBIO  LION BIOTECHNOLOGIES INC$23,511,000
-15.6%
3,382,9000.0%0.30%
-5.4%
DMTX  DIMENSION THERAPEUTICS INC$23,480,000
-45.6%
5,397,6980.0%0.30%
-39.1%
ILMN SellILLUMINA INC$23,329,000
-74.1%
182,200
-63.2%
0.30%
-71.0%
TEVA SellTEVA PHARMACEUTICAL INDS LTDadr$22,276,000
-73.6%
614,500
-66.4%
0.28%
-70.4%
XNCR BuyXENCOR INC$22,115,000
+21.3%
840,237
+12.9%
0.28%
+35.6%
NLNK BuyNEWLINK GENETICS CORP$20,475,000
-29.7%
1,991,700
+2.8%
0.26%
-21.4%
HUM NewHUMANA INCcall$20,403,000100,000
+100.0%
0.26%
EHTH BuyEHEALTH INC$19,383,000
-4.7%
1,820,000
+0.3%
0.25%
+6.5%
GLPG SellGALAPAGOS NVspon adr$18,198,000
-38.5%
283,500
-38.1%
0.23%
-31.2%
BLUE SellBLUEBIRD BIO INC$17,510,000
-78.2%
283,800
-76.1%
0.22%
-75.6%
ASMB  ASSEMBLY BIOSCIENCES INC$16,975,000
+68.5%
1,397,1000.0%0.22%
+87.8%
SVA  SINOVAC BIOTECH LTD$15,738,0000.0%2,667,5000.0%0.20%
+12.3%
NTRA  NATERA INC$14,944,000
+5.4%
1,276,1900.0%0.19%
+18.0%
IMMU  IMMUNOMEDICS INC$13,953,000
+12.9%
3,802,0000.0%0.18%
+26.2%
BCR  BARD C R INC$13,030,000
+0.2%
58,0000.0%0.17%
+12.2%
DERM  DERMIRA INC$12,908,000
-10.3%
425,6000.0%0.16%0.0%
EXAS SellEXACT SCIENCES CORP$12,692,000
-38.0%
950,000
-13.8%
0.16%
-30.5%
FLDM  FLUIDIGM CORP DEL$12,712,000
-9.1%
1,746,1000.0%0.16%
+1.9%
PTLA BuyPORTOLA PHARMACEUTICALS INC$12,376,000
+46.9%
551,500
+48.7%
0.16%
+64.6%
IMGN  IMMUNOGEN INC$12,435,000
-23.9%
6,095,6470.0%0.16%
-15.1%
ALXN NewALEXION PHARMACEUTICALS INCcall$12,235,000100,000
+100.0%
0.16%
DBVT  DBV TECHNOLOGIES S Asponsored adr$12,144,000
-3.3%
345,7000.0%0.16%
+8.4%
FWP  FORWARD PHARMA A/Ssponsored adr$11,970,000
-28.5%
798,0000.0%0.15%
-19.9%
VNDA  VANDA PHARMACEUTICALS INCcall$11,963,000
-4.1%
750,0000.0%0.15%
+7.0%
RARE  ULTRAGENYX PHARMACEUTICAL IN$11,903,000
-0.9%
169,3000.0%0.15%
+10.9%
ITEK  INOTEK PHARMACEUTICALS CORP$11,281,000
-35.7%
1,849,3000.0%0.14%
-28.0%
PRQR  PROQR THRAPEUTICS N V$11,297,000
-26.5%
2,305,4460.0%0.14%
-17.7%
LLY SellLILLY ELI & COcall$11,033,000
-45.0%
150,000
-40.0%
0.14%
-38.4%
SEM NewSELECT MED HLDGS CORP$11,023,000831,900
+100.0%
0.14%
PIRS  PIERIS PHARMACEUTICALS INC$10,201,000
-23.1%
7,259,6200.0%0.13%
-13.9%
NBRV BuyNABRIVA THERAPEUTICS AGsponsored adr$10,001,000
+7.9%
1,677,940
+27.6%
0.13%
+19.8%
ABT SellABBOTT LABS$9,426,000
-49.4%
245,400
-44.3%
0.12%
-43.4%
 INCYTE CORPnote 1.250%11/1$8,670,000
+4.9%
4,250,0000.0%0.11%
+17.0%
 INCYTE CORPnote 0.375%11/1$8,496,000
+5.0%
4,250,0000.0%0.11%
+17.4%
NUVA  NUVASIVE INC$8,319,000
+1.0%
123,5000.0%0.11%
+12.8%
STDY  STEADYMED LTD$7,988,000
-27.6%
3,072,1960.0%0.10%
-19.0%
XENE  XENON PHARMACEUTICALS INC$7,700,000
-4.9%
1,000,0000.0%0.10%
+6.5%
CRSP NewCRISPR THERAPEUTICS AGnamen akt$7,541,000372,191
+100.0%
0.10%
 INOTEK PHARMACEUTICALS CORPnote 5.750% 8/0$7,354,000
-23.0%
7,000,0000.0%0.09%
-13.8%
 FLUIDIGM CORP DELnote 2.750% 2/0$7,013,000
+12.9%
10,000,0000.0%0.09%
+25.4%
NERV  MINERVA NEUROSCIENCES INC$6,535,000
-16.8%
556,2000.0%0.08%
-6.7%
SIEN SellSIENTRA INC$6,327,000
-23.3%
742,574
-19.1%
0.08%
-13.8%
TSRO NewTESARO INC$6,347,00047,200
+100.0%
0.08%
AFMD  AFFIMED N V$6,075,000
-35.3%
3,375,0000.0%0.08%
-28.0%
NewAEGERION PHARMACEUTICALS INCnote 2.000% 8/1$5,976,0008,000,000
+100.0%
0.08%
CLLS  CELLECTIS S Asponsored ads$5,933,000
-29.6%
350,0000.0%0.08%
-20.8%
RDHL  REDHILL BIOPHARMA LTDsponsored ads$5,909,000
-24.7%
564,9000.0%0.08%
-15.7%
AGLE  AEGLEA BIOTHERAPEUTICS INC$5,917,000
-32.1%
1,360,2240.0%0.08%
-24.2%
SNDX  SYNDAX PHARMACEUTICALS INC$5,430,000
-52.7%
757,3650.0%0.07%
-47.3%
ZBH SellZIMMER BIOMET HLDGS INC$5,057,000
-94.6%
49,000
-93.2%
0.06%
-94.0%
INFI  INFINITY PHARMACEUTICALS INC$4,388,000
-13.5%
3,250,3000.0%0.06%
-3.4%
ROKA NewROKA BIOSCIENCE INC$3,788,000893,470
+100.0%
0.05%
NVTA  INVITAE CORP$3,626,000
-9.4%
456,6660.0%0.05%0.0%
AMED  AMEDISYS INC$3,048,000
-10.1%
71,5000.0%0.04%0.0%
ADAP  ADAPTIMMUNE THERAPEUTICS PLCsponds adr$2,933,000
-42.5%
724,1840.0%0.04%
-36.2%
VRX  VALEANT PHARMACEUTICALS INTL$2,830,000
-40.9%
194,9000.0%0.04%
-33.3%
CLSD NewCLEARSIDE BIOMEDICAL INC$2,682,000300,000
+100.0%
0.03%
PTCT NewPTC THERAPEUTICS INC$2,230,000204,400
+100.0%
0.03%
SGMO SellSANGAMO BIOSCIENCES INC$2,158,000
-43.9%
707,400
-14.9%
0.03%
-38.6%
 OREXIGEN THERAPEUTICS INCnote 2.750%12/0$1,465,000
+1.7%
5,210,0000.0%0.02%
+18.8%
AMRN  AMARIN CORP PLCspons adr new$1,078,000
-3.5%
350,0000.0%0.01%
+7.7%
BLRX  BIOLINERX LTDsponsored adr$956,000
-19.9%
1,038,6000.0%0.01%
-14.3%
NVLNF NewNOVELION THERAPEUTICS INC$842,000100,000
+100.0%
0.01%
 BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1$589,000
-5.6%
500,0000.0%0.01%
+14.3%
 BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1$562,000
-6.3%
500,0000.0%0.01%0.0%
MRNS  MARINUS PHARMACEUTICALS INC$573,000
-44.5%
567,6000.0%0.01%
-41.7%
ARLZ  ARALEZ PHARMACEUTICALS INC$301,000
-8.8%
68,1430.0%0.00%0.0%
MDGS  MEDIGUS LTDsponsored adr$339,000
-55.2%
600,0000.0%0.00%
-55.6%
XTNT  XTANT MED HLDGS INC$261,000
-51.4%
475,4390.0%0.00%
-50.0%
ALIM  ALIMERA SCIENCES INC$270,000
-27.6%
250,0000.0%0.00%
-25.0%
NVLS ExitNIVALIS THERAPEUTICS INC$0-59,000
-100.0%
-0.01%
PTX ExitPERNIX THERAPEUTICS HLDGS IN$0-1,073,000
-100.0%
-0.01%
QLTI ExitQLT INC$0-500,000
-100.0%
-0.01%
ITCI ExitINTRA CELLULAR THERAPIES INCcall$0-90,000
-100.0%
-0.02%
CGNT ExitCOGENTIX MED INC$0-878,145
-100.0%
-0.02%
ROKA ExitROKA BIOSCIENCE INC$0-3,220,429
-100.0%
-0.02%
ExitPERNIX THERAPEUTICS HLDGS INdbcv 4.250% 4/0$0-12,000,000
-100.0%
-0.04%
QURE ExitUNIQURE NV$0-489,000
-100.0%
-0.04%
BMY ExitBRISTOL MYERS SQUIBB COcall$0-100,000
-100.0%
-0.06%
SAGE ExitSAGE THERAPEUTICS INC$0-235,400
-100.0%
-0.12%
AGN ExitALLERGAN PLCcall$0-50,000
-100.0%
-0.13%
ARWR ExitARROWHEAD PHARMACEUTICALS IN$0-2,159,973
-100.0%
-0.18%
SRPT ExitSAREPTA THERAPEUTICS INC$0-261,800
-100.0%
-0.18%
CYNA ExitCYNAPSUS THERAPEUTICS INC$0-499,999
-100.0%
-0.23%
MRK ExitMERCK & CO INCcall$0-350,000
-100.0%
-0.25%
CI ExitCIGNA CORPORATION$0-325,700
-100.0%
-0.48%
OPHT ExitOPHTHOTECH CORP$0-1,166,200
-100.0%
-0.61%
AGNPRA ExitALLERGAN PLCpfd conv ser a$0-88,200
-100.0%
-0.82%
EXEL ExitEXELIXIS INC$0-6,206,300
-100.0%
-0.90%
IPXL ExitIMPAX LABORATORIES INC$0-3,787,500
-100.0%
-1.02%
ESRX ExitEXPRESS SCRIPTS HLDG CO$0-1,451,900
-100.0%
-1.17%
WCG ExitWELLCARE HEALTH PLANS INC$0-1,248,000
-100.0%
-1.66%
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 2017-02-14
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 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%

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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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