$9.54 Billion is the total value of Orbimed Advisors's 138 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 26.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $471,080,000 | +4.7% | 3,871,786 | +4.3% | 4.94% | -3.2% |
| CELG | Buy | CELGENE CORP | $444,906,000 | +14.2% | 3,425,777 | +9.4% | 4.66% | +5.5% |
| BIIB | Buy | BIOGEN INC | $442,317,000 | +12.6% | 1,630,000 | +13.4% | 4.64% | +4.1% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $399,168,000 | +4.8% | 14,400,000 | -6.0% | 4.18% | -3.1% |
| MRK | Sell | MERCK & CO INC | $351,662,000 | -3.2% | 5,487,000 | -4.0% | 3.69% | -10.4% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $261,155,000 | +10.1% | 2,026,502 | -6.6% | 2.74% | +1.8% |
| LLY | Sell | LILLY ELI & CO | $253,073,000 | -9.7% | 3,075,000 | -7.7% | 2.65% | -16.4% |
| WMGI | WRIGHT MED GROUP N V | $245,932,000 | -11.7% | 8,946,234 | 0.0% | 2.58% | -18.3% | |
| REGN | Buy | REGENERON PHARMACEUTICALS | $229,249,000 | +56.4% | 466,770 | +23.4% | 2.40% | +44.7% |
| A | Buy | AGILENT TECHNOLOGIES INC | $226,214,000 | +17.9% | 3,814,100 | +5.1% | 2.37% | +9.0% |
| AMGN | Sell | AMGEN INC | $224,364,000 | -4.9% | 1,302,700 | -9.4% | 2.35% | -12.1% |
| EW | EDWARDS LIFESCIENCES CORP | $217,479,000 | +25.7% | 1,839,300 | 0.0% | 2.28% | +16.3% | |
| PBYI | Buy | PUMA BIOTECHNOLOGY INC | $212,009,000 | +153.8% | 2,425,735 | +8.0% | 2.22% | +134.6% |
| INCY | Sell | INCYTE CORP | $209,439,000 | -20.6% | 1,663,400 | -15.7% | 2.20% | -26.6% |
| CI | New | CIGNA CORPORATION | $204,567,000 | – | 1,222,100 | +100.0% | 2.14% | – |
| CLVS | New | CLOVIS ONCOLOGY INC | $197,032,000 | – | 2,104,370 | +100.0% | 2.06% | – |
| HUM | Buy | HUMANA INC | $185,494,000 | +21.2% | 770,900 | +3.9% | 1.94% | +12.1% |
| ANTM | Buy | ANTHEM INC | $173,196,000 | +21.4% | 920,618 | +6.7% | 1.82% | +12.2% |
| ABBV | Buy | ABBVIE INC | $159,348,000 | +17.6% | 2,197,600 | +5.7% | 1.67% | +8.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $148,747,000 | +35.0% | 1,124,400 | +27.1% | 1.56% | +24.8% |
| GILD | Buy | GILEAD SCIENCES INC | $146,755,000 | +169.8% | 2,073,400 | +158.9% | 1.54% | +149.3% |
| LOXO | LOXO ONCOLOGY INC | $138,568,000 | +90.6% | 1,728,000 | 0.0% | 1.45% | +76.2% | |
| AET | Sell | AETNA INC NEW | $134,810,000 | -19.5% | 887,900 | -32.3% | 1.41% | -25.5% |
| ARRY | ARRAY BIOPHARMA INC | $118,711,000 | -6.4% | 14,182,900 | 0.0% | 1.24% | -13.4% | |
| MYL | Buy | MYLAN N V | $115,653,000 | +128.2% | 2,979,200 | +129.2% | 1.21% | +110.8% |
| IRWD | Sell | IRONWOOD PHARMACEUTICALS INC | $108,734,000 | -12.0% | 5,759,200 | -20.5% | 1.14% | -18.6% |
| ICPT | Sell | INTERCEPT PHARMACEUTICALS IN | $103,703,000 | -11.6% | 856,554 | -17.4% | 1.09% | -18.2% |
| AERI | Buy | AERIE PHARMACEUTICALS INC | $96,253,000 | +41.9% | 1,831,647 | +22.4% | 1.01% | +31.2% |
| SGYPQ | SYNERGY PHARMACEUTICALS DEL | $94,132,000 | -4.5% | 21,153,343 | 0.0% | 0.99% | -11.6% | |
| ASND | Buy | ASCENDIS PHARMA A Ssponsored adr | $93,477,000 | +22.9% | 3,367,315 | +23.9% | 0.98% | +13.7% |
| TMO | THERMO FISHER SCIENTIFIC INC | $93,202,000 | +13.6% | 534,200 | 0.0% | 0.98% | +5.1% | |
| BOLD | AUDENTES THERAPEUTICS INC | $91,855,000 | +12.3% | 4,801,638 | 0.0% | 0.96% | +3.9% | |
| AGN | Sell | ALLERGAN PLC | $90,816,000 | -20.4% | 373,590 | -21.7% | 0.95% | -26.4% |
| SHPG | Sell | SHIRE PLCsponsored adr | $90,701,000 | -42.0% | 548,808 | -38.8% | 0.95% | -46.3% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $89,240,000 | -20.2% | 982,600 | -22.9% | 0.94% | -26.3% |
| MGLN | Buy | MAGELLAN HEALTH INC | $88,581,000 | +17.8% | 1,215,100 | +11.6% | 0.93% | +8.9% |
| JAZZ | Buy | JAZZ PHARMACEUTICALS PLC | $84,887,000 | +57.5% | 545,900 | +47.0% | 0.89% | +45.7% |
| PFE | Sell | PFIZER INC | $82,591,000 | -55.3% | 2,458,800 | -54.5% | 0.87% | -58.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $79,471,000 | +63.5% | 428,600 | +44.6% | 0.83% | +51.2% |
| INSYQ | Buy | INSYS THERAPEUTICS INC NEW | $78,069,000 | +22.3% | 6,171,440 | +1.6% | 0.82% | +13.1% |
| MDT | Buy | MEDTRONIC PLC | $78,011,000 | +26.3% | 879,000 | +14.7% | 0.82% | +16.9% |
| AGNPRA | New | ALLERGAN PLCpfd conv ser a | $76,506,000 | – | 88,200 | +100.0% | 0.80% | – |
| INSM | Sell | INSMED INC | $75,393,000 | -10.5% | 4,393,509 | -8.7% | 0.79% | -17.3% |
| GKOS | GLAUKOS CORP | $72,228,000 | -19.2% | 1,741,700 | 0.0% | 0.76% | -25.3% | |
| ILMN | Buy | ILLUMINA INC | $69,148,000 | +25.9% | 398,500 | +23.8% | 0.72% | +16.4% |
| MNKKQ | MALLINCKRODT PUB LTD CO | $65,992,000 | +0.5% | 1,472,700 | 0.0% | 0.69% | -7.0% | |
| CRVS | CORVUS PHARMACEUTICALS INC | $65,090,000 | -41.7% | 5,379,349 | 0.0% | 0.68% | -46.1% | |
| VRAY | VIEWRAY INC | $61,197,000 | -24.0% | 9,458,567 | 0.0% | 0.64% | -29.7% | |
| ACHN | ACHILLION PHARMACEUTICALS IN | $60,162,000 | +9.0% | 13,107,200 | 0.0% | 0.63% | +1.0% | |
| GBT | Buy | GLOBAL BLOOD THERAPEUTICS IN | $59,402,000 | +48.6% | 2,171,935 | +100.3% | 0.62% | +37.5% |
| BGNE | Buy | BEIGENE LTDsponsored adr | $57,941,000 | +75.1% | 1,287,588 | +42.5% | 0.61% | +61.9% |
| SEM | Buy | SELECT MED HLDGS CORP | $56,602,000 | +103.2% | 3,687,400 | +76.7% | 0.59% | +87.7% |
| GWPH | Buy | GW PHARMACEUTICALS PLCads | $56,247,000 | -2.3% | 561,071 | +17.9% | 0.59% | -9.5% |
| IMMUNOMEDICS INCnote 4.750% 2/1 | $54,794,000 | +29.7% | 30,000,000 | 0.0% | 0.57% | +19.8% | ||
| HCA | Sell | HCA HEALTHCARE INC | $52,093,000 | -66.5% | 597,400 | -65.8% | 0.55% | -69.0% |
| ALNY | Buy | ALNYLAM PHARMACEUTICALS INC | $50,983,000 | +1110.1% | 639,200 | +677.6% | 0.53% | +1012.5% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $48,738,000 | -53.1% | 874,700 | -54.2% | 0.51% | -56.6% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $45,085,000 | +16.7% | 48,200 | -4.4% | 0.47% | +8.0% |
| SYK | STRYKER CORP | $43,896,000 | +5.4% | 316,300 | 0.0% | 0.46% | -2.5% | |
| IMMU | Buy | IMMUNOMEDICS INC | $43,523,000 | +445.9% | 4,928,958 | +300.0% | 0.46% | +406.7% |
| NTLA | INTELLIA THERAPEUTICS INC | $42,595,000 | +13.6% | 2,662,180 | 0.0% | 0.45% | +4.9% | |
| BLUE | Buy | BLUEBIRD BIO INC | $41,999,000 | +62.8% | 399,800 | +40.9% | 0.44% | +50.7% |
| DERM | Buy | DERMIRA INC | $41,346,000 | +18.4% | 1,418,873 | +38.6% | 0.43% | +9.3% |
| New | NABRIVA THERAPEUTICS PLC | $41,077,000 | – | 3,919,600 | +100.0% | 0.43% | – | |
| PIRS | PIERIS PHARMACEUTICALS INC | $36,734,000 | +94.6% | 7,259,620 | 0.0% | 0.38% | +79.9% | |
| SELB | SELECTA BIOSCIENCES INC | $36,598,000 | +38.7% | 1,842,797 | 0.0% | 0.38% | +28.4% | |
| EVHC | New | ENVISION HEALTHCARE CORP | $36,230,000 | – | 578,100 | +100.0% | 0.38% | – |
| MNTA | MOMENTA PHARMACEUTICALS INC | $35,643,000 | +26.6% | 2,109,068 | 0.0% | 0.37% | +17.2% | |
| EHTH | Buy | EHEALTH INC | $34,492,000 | +57.4% | 1,834,700 | +0.8% | 0.36% | +46.0% |
| NVRO | Buy | NEVRO CORP | $33,590,000 | +360.8% | 451,300 | +480.1% | 0.35% | +324.1% |
| RDUS | RADIUS HEALTH INC | $31,846,000 | +17.0% | 704,100 | 0.0% | 0.33% | +8.4% | |
| OTIC | Sell | OTONOMY INC | $29,389,000 | +29.7% | 1,559,074 | -15.7% | 0.31% | +19.8% |
| IMGN | Sell | IMMUNOGEN INC | $28,001,000 | +18.7% | 3,938,272 | -35.4% | 0.29% | +9.7% |
| JUNO | New | JUNO THERAPEUTICS INC | $27,356,000 | – | 915,208 | +100.0% | 0.29% | – |
| STDY | Buy | STEADYMED LTD | $26,751,000 | +50.1% | 4,246,196 | +38.2% | 0.28% | +38.6% |
| IOVA | New | IOVANCE BIOTHERAPEUTICS INC | $25,203,000 | – | 3,382,900 | +100.0% | 0.26% | – |
| IART | New | INTEGRA LIFESCIENCES HLDGS C | $23,271,000 | – | 426,910 | +100.0% | 0.24% | – |
| OBSV | OBSEVA SA | $22,277,000 | -17.9% | 2,605,531 | 0.0% | 0.23% | -23.8% | |
| GLPG | GALAPAGOS NVspon adr | $21,693,000 | -11.2% | 283,500 | 0.0% | 0.23% | -18.1% | |
| ASMB | Sell | ASSEMBLY BIOSCIENCES INC | $18,346,000 | -42.8% | 888,426 | -29.3% | 0.19% | -47.1% |
| DBVT | DBV TECHNOLOGIES S Asponsored adr | $18,316,000 | +1.4% | 512,900 | 0.0% | 0.19% | -6.3% | |
| New | IMMUNOGEN INCnote 4.500% 7/0 | $18,260,000 | – | 10,000,000 | +100.0% | 0.19% | – | |
| SVA | SINOVAC BIOTECH LTD | $18,006,000 | +17.8% | 2,667,500 | 0.0% | 0.19% | +9.2% | |
| TEVA | Buy | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $17,484,000 | +32.1% | 526,300 | +27.6% | 0.18% | +22.0% |
| CTIC | New | CTI BIOPHARMA CORP | $16,550,000 | – | 5,000,000 | +100.0% | 0.17% | – |
| XNCR | Sell | XENCOR INC | $15,774,000 | -21.5% | 747,244 | -11.1% | 0.16% | -27.6% |
| VNDA | Buy | VANDA PHARMACEUTICALS INC | $15,776,000 | +2144.1% | 967,859 | +1828.0% | 0.16% | +1962.5% |
| JAZZ | New | JAZZ PHARMACEUTICALS PLCcall | $15,550,000 | – | 100,000 | +100.0% | 0.16% | – |
| CHRS | Sell | COHERUS BIOSCIENCES INC | $15,494,000 | -32.4% | 1,079,700 | -0.4% | 0.16% | -37.7% |
| NVUS | New | NOVUS THERAPEUTICS INC | $14,842,000 | – | 2,537,110 | +100.0% | 0.16% | – |
| NTRA | NATERA INC | $13,859,000 | +22.4% | 1,276,190 | 0.0% | 0.14% | +13.3% | |
| NLNK | Sell | NEWLINK GENETICS CORP | $13,568,000 | -71.7% | 1,846,000 | -7.3% | 0.14% | -73.9% |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC | $13,103,000 | -31.4% | 284,841 | -35.5% | 0.14% | -36.9% |
| WMGIZ | Buy | WRIGHT MED GROUP N Vright 03/01/2019 | $12,673,000 | +20.0% | 8,679,975 | +25.8% | 0.13% | +10.8% |
| AEGERION PHARMACEUTICALS INCnote 2.000% 8/1 | $12,269,000 | -0.4% | 15,000,000 | 0.0% | 0.13% | -7.9% | ||
| PRQR | PROQR THRAPEUTICS N V | $11,988,000 | +4.0% | 2,305,446 | 0.0% | 0.13% | -3.8% | |
| AUPH | AURINIA PHARMACEUTICALS INC | $11,018,000 | -16.5% | 1,797,400 | 0.0% | 0.12% | -23.3% | |
| ARGX | New | ARGENX SEsponsored adr | $10,605,000 | – | 500,000 | +100.0% | 0.11% | – |
| MNKKQ | New | MALLINCKRODT PUB LTD COput | $8,962,000 | – | 200,000 | +100.0% | 0.09% | – |
| HRTX | HERON THERAPEUTICS INC | $9,003,000 | -7.7% | 650,000 | 0.0% | 0.09% | -15.3% | |
| ADAP | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $8,597,000 | -18.5% | 1,914,660 | 0.0% | 0.09% | -25.0% | |
| AZN | New | ASTRAZENECA PLCput | $8,523,000 | – | 250,000 | +100.0% | 0.09% | – |
| ALKS | ALKERMES PLC | $8,406,000 | -0.9% | 145,000 | 0.0% | 0.09% | -8.3% | |
| DMTX | DIMENSION THERAPEUTICS INC | $7,827,000 | -17.1% | 5,397,698 | 0.0% | 0.08% | -23.4% | |
| VRNA | New | VERONA PHARMA PLCsponsored ads | $7,770,000 | – | 666,666 | +100.0% | 0.08% | – |
| FLDM | FLUIDIGM CORP DEL | $7,054,000 | -29.0% | 1,746,100 | 0.0% | 0.07% | -34.5% | |
| FLUIDIGM CORP DELnote 2.750% 2/0 | $6,298,000 | -7.6% | 10,000,000 | 0.0% | 0.07% | -14.3% | ||
| ZBH | ZIMMER BIOMET HLDGS INC | $6,292,000 | +5.2% | 49,000 | 0.0% | 0.07% | -2.9% | |
| SNDX | Sell | SYNDAX PHARMACEUTICALS INC | $6,105,000 | -8.2% | 437,000 | -9.9% | 0.06% | -14.7% |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $5,963,000 | -26.4% | 372,191 | 0.0% | 0.06% | -31.5% | |
| AGLE | AEGLEA BIOTHERAPEUTICS INC | $5,658,000 | -48.3% | 1,469,524 | 0.0% | 0.06% | -52.4% | |
| NVRO | New | NEVRO CORPcall | $5,582,000 | – | 75,000 | +100.0% | 0.06% | – |
| INFI | INFINITY PHARMACEUTICALS INC | $5,103,000 | -51.4% | 3,250,300 | 0.0% | 0.05% | -55.5% | |
| NUVA | Sell | NUVASIVE INC | $5,046,000 | -45.3% | 65,600 | -46.9% | 0.05% | -49.5% |
| RDHL | REDHILL BIOPHARMA LTDsponsored ads | $4,869,000 | -10.1% | 564,900 | 0.0% | 0.05% | -16.4% | |
| SIEN | Sell | SIENTRA INC | $4,698,000 | +6.8% | 483,347 | -7.5% | 0.05% | -2.0% |
| HALO | New | HALOZYME THERAPEUTICS INC | $4,487,000 | – | 350,000 | +100.0% | 0.05% | – |
| NVTA | INVITAE CORP | $4,366,000 | -13.6% | 456,666 | 0.0% | 0.05% | -19.3% | |
| INOTEK PHARMACEUTICALS CORPnote 5.750% 8/0 | $4,261,000 | -3.9% | 7,000,000 | 0.0% | 0.04% | -10.0% | ||
| SRRA | SIERRA ONCOLOGY INC | $4,333,000 | -23.5% | 3,703,704 | 0.0% | 0.04% | -29.7% | |
| TSRO | Sell | TESARO INC | $4,238,000 | -41.6% | 30,301 | -35.8% | 0.04% | -46.3% |
| GLYC | New | GLYCOMIMETICS INC | $3,767,000 | – | 337,588 | +100.0% | 0.04% | – |
| AFMD | Sell | AFFIMED N V | $3,689,000 | -20.5% | 1,799,700 | -10.9% | 0.04% | -26.4% |
| VRX | VALEANT PHARMACEUTICALS INTL | $3,372,000 | +56.8% | 194,900 | 0.0% | 0.04% | +45.8% | |
| NERV | Sell | MINERVA NEUROSCIENCES INC | $3,046,000 | -46.6% | 344,173 | -51.1% | 0.03% | -50.8% |
| OREXIGEN THERAPEUTICS INCnote 2.750%12/0 | $2,443,000 | -5.7% | 5,210,000 | 0.0% | 0.03% | -10.3% | ||
| ROKA | ROKA BIOSCIENCE INC | $2,306,000 | -27.5% | 893,470 | 0.0% | 0.02% | -33.3% | |
| XENE | XENON PHARMACEUTICALS INC | $2,000,000 | -21.2% | 634,812 | 0.0% | 0.02% | -27.6% | |
| CLLS | Sell | CELLECTIS S Asponsored ads | $1,725,000 | -79.5% | 66,799 | -80.9% | 0.02% | -81.1% |
| NVLNF | NOVELION THERAPEUTICS INC | $923,000 | -14.1% | 100,000 | 0.0% | 0.01% | -16.7% | |
| BLRX | BIOLINERX LTDsponsored adr | $878,000 | -12.0% | 1,038,600 | 0.0% | 0.01% | -18.2% | |
| AMRN | Sell | AMARIN CORP PLCspons adr new | $826,000 | -26.2% | 204,857 | -41.5% | 0.01% | -30.8% |
| MRNS | MARINUS PHARMACEUTICALS INC | $778,000 | -22.6% | 567,600 | 0.0% | 0.01% | -27.3% | |
| BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $598,000 | +0.8% | 500,000 | 0.0% | 0.01% | -14.3% | ||
| BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1 | $556,000 | -1.9% | 500,000 | 0.0% | 0.01% | 0.0% | ||
| ALIM | ALIMERA SCIENCES INC | $348,000 | -0.6% | 250,000 | 0.0% | 0.00% | 0.0% | |
| XTNT | XTANT MED HLDGS INC | $314,000 | +6.1% | 475,439 | 0.0% | 0.00% | 0.0% | |
| MDGS | MEDIGUS LTDsponsord adr new | $131,000 | -29.2% | 60,000 | 0.0% | 0.00% | -50.0% | |
| CLSD | Exit | CLEARSIDE BIOMEDICAL INC | $0 | – | -300,000 | -100.0% | -0.03% | – |
| NLNK | Exit | NEWLINK GENETICS CORPcall | $0 | – | -200,000 | -100.0% | -0.06% | – |
| BMY | Exit | BRISTOL MYERS SQUIBB COcall | $0 | – | -100,000 | -100.0% | -0.06% | – |
| ALXN | Exit | ALEXION PHARMACEUTICALS INCcall | $0 | – | -50,000 | -100.0% | -0.07% | – |
| WMGI | Exit | WRIGHT MED GROUP N Vcall | $0 | – | -250,000 | -100.0% | -0.09% | – |
| BMY | Exit | BRISTOL MYERS SQUIBB COput | $0 | – | -200,000 | -100.0% | -0.12% | – |
| EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -602,900 | -100.0% | -0.16% | – |
| BCR | Exit | BARD C R INC | $0 | – | -58,000 | -100.0% | -0.16% | – |
| NBRV | Exit | NABRIVA THERAPEUTICS AGsponsored adr | $0 | – | -1,677,940 | -100.0% | -0.23% | – |
| LBIO | Exit | LION BIOTECHNOLOGIES INC | $0 | – | -3,382,900 | -100.0% | -0.29% | – |
| SRPT | Exit | SAREPTA THERAPEUTICS INC | $0 | – | -1,054,300 | -100.0% | -0.35% | – |
| COO | Exit | COOPER COS INC | $0 | – | -190,800 | -100.0% | -0.43% | – |
| ACAD | Exit | ACADIA PHARMACEUTICALS INC | $0 | – | -1,169,000 | -100.0% | -0.46% | – |
| EGRX | Exit | EAGLE PHARMACEUTICALS INC | $0 | – | -671,000 | -100.0% | -0.63% | – |
| AGNPRA | Exit | ALLERGAN PLCpfd conv ser a | $0 | – | -88,200 | -100.0% | -0.85% | – |
| THC | Exit | TENET HEALTHCARE CORP | $0 | – | -5,352,000 | -100.0% | -1.07% | – |
| CNC | Exit | CENTENE CORP DEL | $0 | – | -1,655,700 | -100.0% | -1.34% | – |
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 2017-08-14
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 | 2024-04-23 |
| 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 |
| 3 | 2024-03-27 |
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.