Orbimed Advisors - Q1 2017 holdings

$8.82 Billion is the total value of Orbimed Advisors's 136 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 30.3% .

 Value Shares↓ Weighting
ALXN BuyALEXION PHARMACEUTICALS INC$449,920,000
+8.5%
3,710,986
+9.5%
5.10%
-3.4%
BIIB BuyBIOGEN INC$392,877,000
+8.1%
1,436,900
+12.2%
4.45%
-3.8%
CELG BuyCELGENE CORP$389,737,000
+8.4%
3,132,177
+0.8%
4.42%
-3.6%
BSX SellBOSTON SCIENTIFIC CORP$380,795,000
+6.7%
15,311,400
-7.2%
4.32%
-5.1%
MRK BuyMERCK & CO INC$363,125,000
+33.7%
5,714,900
+23.8%
4.12%
+18.9%
LLY BuyLILLY ELI & CO$280,103,000
+39.0%
3,330,200
+21.6%
3.18%
+23.7%
WMGI BuyWRIGHT MED GROUP N V$278,407,000
+59.7%
8,946,234
+18.0%
3.16%
+42.1%
INCY SellINCYTE CORP$263,811,000
+26.3%
1,973,597
-5.2%
2.99%
+12.4%
VRTX BuyVERTEX PHARMACEUTICALS INC$237,202,000
+49.1%
2,169,200
+0.5%
2.69%
+32.7%
AMGN SellAMGEN INC$235,982,000
-30.8%
1,438,300
-38.3%
2.68%
-38.4%
A  AGILENT TECHNOLOGIES INC$191,913,000
+16.0%
3,629,9000.0%2.18%
+3.2%
PFE BuyPFIZER INC$184,943,000
+10.2%
5,406,100
+4.6%
2.10%
-2.0%
EW BuyEDWARDS LIFESCIENCES CORP$173,023,000
+36.6%
1,839,300
+36.1%
1.96%
+21.6%
AET BuyAETNA INC NEW$167,397,000
+67.5%
1,312,400
+62.8%
1.90%
+49.0%
SHPG SellSHIRE PLCsponsored adr$156,363,000
-23.7%
897,451
-25.4%
1.77%
-32.2%
HCA SellHCA HOLDINGS INC$155,288,000
+4.8%
1,745,000
-12.8%
1.76%
-6.8%
HUM SellHUMANA INC$153,018,000
-10.3%
742,300
-11.3%
1.73%
-20.2%
REGN BuyREGENERON PHARMACEUTICALS$146,545,000
+12.4%
378,170
+6.4%
1.66%
-0.1%
ANTM SellANTHEM INC$142,657,000
-2.9%
862,600
-15.6%
1.62%
-13.6%
ABBV SellABBVIE INC$135,533,000
-26.0%
2,080,000
-28.9%
1.54%
-34.2%
ARRY SellARRAY BIOPHARMA INC$126,795,000
-10.3%
14,182,900
-11.8%
1.44%
-20.3%
IRWD  IRONWOOD PHARMACEUTICALS INC$123,537,000
+11.6%
7,241,3000.0%1.40%
-0.8%
CNC NewCENTENE CORP DEL$117,985,0001,655,700
+100.0%
1.34%
ICPT SellINTERCEPT PHARMACEUTICALS IN$117,285,000
-3.6%
1,037,000
-7.4%
1.33%
-14.3%
AGN SellALLERGAN PLC$114,058,000
-29.4%
477,390
-38.0%
1.29%
-37.2%
BMRN  BIOMARIN PHARMACEUTICAL INC$111,840,000
+6.0%
1,274,1000.0%1.27%
-5.7%
CRVS  CORVUS PHARMACEUTICALS INC$111,729,000
+45.2%
5,379,3490.0%1.27%
+29.2%
JNJ BuyJOHNSON & JOHNSON$110,177,000
+11.5%
884,600
+3.1%
1.25%
-0.9%
BMY BuyBRISTOL MYERS SQUIBB CO$103,920,000
+19.1%
1,911,000
+28.0%
1.18%
+5.9%
SGYPQ BuySYNERGY PHARMACEUTICALS DEL$98,575,000
-11.3%
21,153,343
+16.0%
1.12%
-21.1%
THC BuyTENET HEALTHCARE CORP$94,784,000
+71.8%
5,352,000
+44.0%
1.07%
+52.8%
GKOS SellGLAUKOS CORP$89,349,000
+19.5%
1,741,700
-20.1%
1.01%
+6.3%
INSM SellINSMED INC$84,239,000
+20.1%
4,810,905
-9.3%
0.96%
+6.8%
PBYI SellPUMA BIOTECHNOLOGY INC$83,548,000
+19.6%
2,245,925
-1.3%
0.95%
+6.4%
TMO SellTHERMO FISHER SCIENTIFIC INC$82,053,000
-27.3%
534,200
-33.2%
0.93%
-35.3%
BOLD  AUDENTES THERAPEUTICS INC$81,820,000
-6.7%
4,801,6380.0%0.93%
-17.1%
VRAY BuyVIEWRAY INC$80,492,000
+181.7%
9,458,567
+3.6%
0.91%
+150.5%
ASND  ASCENDIS PHARMA A Ssponsored adr$76,085,000
+38.3%
2,717,3150.0%0.86%
+23.0%
MGLN BuyMAGELLAN HEALTH INC$75,177,000
+24.6%
1,088,727
+35.8%
0.85%
+10.8%
AGNPRA NewALLERGAN PLCpfd conv ser a$74,832,00088,200
+100.0%
0.85%
LOXO  LOXO ONCOLOGY INC$72,714,000
+31.0%
1,728,0000.0%0.82%
+16.5%
AERI  AERIE PHARMACEUTICALS INC$67,844,000
+19.8%
1,496,0000.0%0.77%
+6.5%
MNKKQ  MALLINCKRODT PUB LTD CO$65,638,000
-10.5%
1,472,7000.0%0.74%
-20.4%
INSYQ  INSYS THERAPEUTICS INC NEW$63,811,000
+14.2%
6,071,4400.0%0.72%
+1.5%
MDT  MEDTRONIC PLC$61,757,000
+13.1%
766,6000.0%0.70%
+0.6%
GWPH BuyGW PHARMACEUTICALS PLCads$57,555,000
+29.9%
475,900
+20.0%
0.65%
+15.4%
EGRX  EAGLE PHARMACEUTICALS INC$55,653,000
+4.5%
671,0000.0%0.63%
-6.9%
ACHN  ACHILLION PHARMACEUTICALS IN$55,181,000
+1.9%
13,107,2000.0%0.62%
-9.4%
ILMN BuyILLUMINA INC$54,929,000
+135.5%
321,900
+76.7%
0.62%
+109.8%
GILD SellGILEAD SCIENCES INC$54,397,000
-28.0%
800,900
-24.1%
0.62%
-35.9%
JAZZ  JAZZ PHARMACEUTICALS PLC$53,901,000
+33.1%
371,4000.0%0.61%
+18.4%
MYL NewMYLAN N V$50,687,0001,300,000
+100.0%
0.58%
UNH  UNITEDHEALTH GROUP INC$48,613,000
+2.5%
296,4000.0%0.55%
-8.8%
NLNK  NEWLINK GENETICS CORP$48,000,000
+134.4%
1,991,7000.0%0.54%
+108.4%
 IMMUNOMEDICS INCnote 4.750% 2/1$42,261,000
+42.0%
30,000,0000.0%0.48%
+26.4%
SYK  STRYKER CORP$41,641,000
+9.9%
316,3000.0%0.47%
-2.3%
ACAD NewACADIA PHARMACEUTICALS INC$40,190,0001,169,000
+100.0%
0.46%
GBT NewGLOBAL BLOOD THERAPEUTICS IN$39,964,0001,084,500
+100.0%
0.45%
ISRG SellINTUITIVE SURGICAL INC$38,630,000
-58.1%
50,400
-65.4%
0.44%
-62.8%
COO SellCOOPER COS INC$38,139,000
-12.8%
190,800
-23.7%
0.43%
-22.4%
NTLA  INTELLIA THERAPEUTICS INC$37,510,000
+7.5%
2,662,1800.0%0.42%
-4.5%
DERM BuyDERMIRA INC$34,917,000
+170.5%
1,023,673
+140.5%
0.40%
+141.5%
BGNE  BEIGENE LTDsponsored adr$33,084,000
+20.6%
903,7000.0%0.38%
+7.1%
ASMB SellASSEMBLY BIOSCIENCES INC$32,049,000
+88.8%
1,257,300
-10.0%
0.36%
+68.1%
SRPT NewSAREPTA THERAPEUTICS INC$31,207,0001,054,300
+100.0%
0.35%
MNTA SellMOMENTA PHARMACEUTICALS INC$28,156,000
-36.6%
2,109,068
-28.6%
0.32%
-43.6%
SEM BuySELECT MED HLDGS CORP$27,852,000
+152.7%
2,086,300
+150.8%
0.32%
+125.7%
RDUS NewRADIUS HEALTH INC$27,213,000704,100
+100.0%
0.31%
OBSV NewOBSEVA SA$27,124,0002,605,531
+100.0%
0.31%
SELB  SELECTA BIOSCIENCES INC$26,389,000
-16.5%
1,842,7970.0%0.30%
-25.8%
BLUE  BLUEBIRD BIO INC$25,797,000
+47.3%
283,8000.0%0.29%
+30.9%
LBIO  LION BIOTECHNOLOGIES INC$25,203,000
+7.2%
3,382,9000.0%0.29%
-4.7%
GLPG  GALAPAGOS NVspon adr$24,435,000
+34.3%
283,5000.0%0.28%
+19.4%
IMGN  IMMUNOGEN INC$23,590,000
+89.7%
6,095,6470.0%0.27%
+69.0%
CHRS BuyCOHERUS BIOSCIENCES INC$22,935,000
-4.2%
1,084,400
+27.6%
0.26%
-14.8%
OTIC  OTONOMY INC$22,664,000
-23.0%
1,850,0940.0%0.26%
-31.5%
EHTH  EHEALTH INC$21,913,000
+13.1%
1,820,0000.0%0.25%
+0.4%
NBRV  NABRIVA THERAPEUTICS AGsponsored adr$20,135,000
+101.3%
1,677,9400.0%0.23%
+79.5%
XNCR  XENCOR INC$20,098,000
-9.1%
840,2370.0%0.23%
-19.1%
NBIX SellNEUROCRINE BIOSCIENCES INC$19,110,000
-76.8%
441,341
-79.3%
0.22%
-79.3%
PIRS  PIERIS PHARMACEUTICALS INC$18,875,000
+85.0%
7,259,6200.0%0.21%
+64.6%
DBVT BuyDBV TECHNOLOGIES S Asponsored adr$18,064,000
+48.7%
512,900
+48.4%
0.20%
+32.3%
STDY  STEADYMED LTD$17,819,000
+123.1%
3,072,1960.0%0.20%
+98.0%
SVA  SINOVAC BIOTECH LTD$15,285,000
-2.9%
2,667,5000.0%0.17%
-13.9%
BCR  BARD C R INC$14,415,000
+10.6%
58,0000.0%0.16%
-1.8%
EXAS SellEXACT SCIENCES CORP$14,240,000
+12.2%
602,900
-36.5%
0.16%
-0.6%
TEVA SellTEVA PHARMACEUTICAL INDS LTDsponsored adr$13,240,000
-40.6%
412,600
-32.9%
0.15%
-47.2%
AUPH NewAURINIA PHARMACEUTICALS INC$13,193,0001,797,400
+100.0%
0.15%
BuyAEGERION PHARMACEUTICALS INCnote 2.000% 8/1$12,317,000
+106.1%
15,000,000
+87.5%
0.14%
+84.2%
PRQR  PROQR THRAPEUTICS N V$11,527,000
+2.0%
2,305,4460.0%0.13%
-9.0%
NTRA  NATERA INC$11,320,000
-24.3%
1,276,1900.0%0.13%
-32.6%
AGLE BuyAEGLEA BIOTHERAPEUTICS INC$10,948,000
+85.0%
1,469,524
+8.0%
0.12%
+65.3%
BMY NewBRISTOL MYERS SQUIBB COput$10,876,000200,000
+100.0%
0.12%
WMGIZ NewWRIGHT MED GROUP N Vright 03/01/2019$10,558,0006,900,000
+100.0%
0.12%
ADAP BuyADAPTIMMUNE THERAPEUTICS PLCsponds adr$10,550,000
+259.7%
1,914,660
+164.4%
0.12%
+224.3%
INFI  INFINITY PHARMACEUTICALS INC$10,498,000
+139.2%
3,250,3000.0%0.12%
+112.5%
FLDM  FLUIDIGM CORP DEL$9,935,000
-21.8%
1,746,1000.0%0.11%
-30.2%
HRTX NewHERON THERAPEUTICS INC$9,750,000650,000
+100.0%
0.11%
DMTX  DIMENSION THERAPEUTICS INC$9,446,000
-59.8%
5,397,6980.0%0.11%
-64.2%
NUVA  NUVASIVE INC$9,223,000
+10.9%
123,5000.0%0.10%
-0.9%
ALKS NewALKERMES PLC$8,483,000145,000
+100.0%
0.10%
CLLS  CELLECTIS S Asponsored ads$8,400,000
+41.6%
350,0000.0%0.10%
+25.0%
CRSP  CRISPR THERAPEUTICS AGnamen akt$8,103,000
+7.5%
372,1910.0%0.09%
-4.2%
IMMU SellIMMUNOMEDICS INC$7,972,000
-42.9%
1,232,100
-67.6%
0.09%
-49.4%
WMGI NewWRIGHT MED GROUP N Vcall$7,780,000250,000
+100.0%
0.09%
NVRO NewNEVRO CORP$7,290,00077,800
+100.0%
0.08%
TSRO  TESARO INC$7,263,000
+14.4%
47,2000.0%0.08%
+1.2%
 FLUIDIGM CORP DELnote 2.750% 2/0$6,815,000
-2.8%
10,000,0000.0%0.08%
-13.5%
SNDX SellSYNDAX PHARMACEUTICALS INC$6,651,000
+22.5%
484,800
-36.0%
0.08%
+8.7%
ALXN SellALEXION PHARMACEUTICALS INCcall$6,062,000
-50.5%
50,000
-50.0%
0.07%
-55.8%
ZBH  ZIMMER BIOMET HLDGS INC$5,983,000
+18.3%
49,0000.0%0.07%
+6.2%
NERV BuyMINERVA NEUROSCIENCES INC$5,705,000
-12.7%
704,300
+26.6%
0.06%
-21.7%
SRRA NewSIERRA ONCOLOGY INC$5,667,0003,703,704
+100.0%
0.06%
BMY NewBRISTOL MYERS SQUIBB COcall$5,438,000100,000
+100.0%
0.06%
RDHL  REDHILL BIOPHARMA LTDsponsored ads$5,417,000
-8.3%
564,9000.0%0.06%
-18.7%
NVTA  INVITAE CORP$5,051,000
+39.3%
456,6660.0%0.06%
+23.9%
NLNK NewNEWLINK GENETICS CORPcall$4,820,000200,000
+100.0%
0.06%
AFMD SellAFFIMED N V$4,643,000
-23.6%
2,018,900
-40.2%
0.05%
-31.2%
 INOTEK PHARMACEUTICALS CORPnote 5.750% 8/0$4,433,000
-39.7%
7,000,0000.0%0.05%
-46.8%
SIEN SellSIENTRA INC$4,397,000
-30.5%
522,257
-29.7%
0.05%
-38.3%
ALNY NewALNYLAM PHARMACEUTICALS INC$4,213,00082,200
+100.0%
0.05%
ROKA  ROKA BIOSCIENCE INC$3,181,000
-16.0%
893,4700.0%0.04%
-25.0%
NewOREXIGEN THERAPEUTICS INCnote 2.750%12/0$2,591,0005,210,000
+100.0%
0.03%
XENE SellXENON PHARMACEUTICALS INC$2,539,000
-67.0%
634,812
-36.5%
0.03%
-70.4%
CLSD  CLEARSIDE BIOMEDICAL INC$2,382,000
-11.2%
300,0000.0%0.03%
-20.6%
VRX  VALEANT PHARMACEUTICALS INTL$2,150,000
-24.0%
194,9000.0%0.02%
-33.3%
AMRN  AMARIN CORP PLCspons adr new$1,120,000
+3.9%
350,0000.0%0.01%
-7.1%
NVLNF  NOVELION THERAPEUTICS INC$1,074,000
+27.6%
100,0000.0%0.01%
+9.1%
BLRX  BIOLINERX LTDsponsored adr$998,000
+4.4%
1,038,6000.0%0.01%
-8.3%
MRNS  MARINUS PHARMACEUTICALS INC$1,005,000
+75.4%
567,6000.0%0.01%
+57.1%
VNDA NewVANDA PHARMACEUTICALS INC$703,00050,200
+100.0%
0.01%
 BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1$593,000
+0.7%
500,0000.0%0.01%
-12.5%
 BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1$567,000
+0.9%
500,0000.0%0.01%
-14.3%
ALIM  ALIMERA SCIENCES INC$350,000
+29.6%
250,0000.0%0.00%
+33.3%
XTNT  XTANT MED HLDGS INC$296,000
+13.4%
475,4390.0%0.00%0.0%
MDGS NewMEDIGUS LTDsponsord adr new$185,00060,000
+100.0%
0.00%
ARLZ ExitARALEZ PHARMACEUTICALS INC$0-68,143
-100.0%
-0.00%
MDGS ExitMEDIGUS LTDsponsored adr$0-600,000
-100.0%
-0.00%
ExitOREXIGEN THERAPEUTICS INCnote 2.750%12/0$0-5,210,000
-100.0%
-0.02%
SGMO ExitSANGAMO BIOSCIENCES INC$0-707,400
-100.0%
-0.03%
PTCT ExitPTC THERAPEUTICS INC$0-204,400
-100.0%
-0.03%
AMED ExitAMEDISYS INC$0-71,500
-100.0%
-0.04%
ExitINCYTE CORPnote 0.375%11/1$0-4,250,000
-100.0%
-0.11%
ExitINCYTE CORPnote 1.250%11/1$0-4,250,000
-100.0%
-0.11%
ABT ExitABBOTT LABS$0-245,400
-100.0%
-0.12%
LLY ExitLILLY ELI & COcall$0-150,000
-100.0%
-0.14%
ITEK ExitINOTEK PHARMACEUTICALS CORP$0-1,849,300
-100.0%
-0.14%
VNDA ExitVANDA PHARMACEUTICALS INCcall$0-750,000
-100.0%
-0.15%
RARE ExitULTRAGENYX PHARMACEUTICAL IN$0-169,300
-100.0%
-0.15%
FWP ExitFORWARD PHARMA A/Ssponsored adr$0-798,000
-100.0%
-0.15%
PTLA ExitPORTOLA PHARMACEUTICALS INC$0-551,500
-100.0%
-0.16%
HUM ExitHUMANA INCcall$0-100,000
-100.0%
-0.26%
MOH ExitMOLINA HEALTHCARE INC$0-496,200
-100.0%
-0.34%
AGNPRA ExitALLERGAN PLCpfd conv ser a$0-88,200
-100.0%
-0.86%
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 2017-05-15
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 2017 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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