$10.5 Billion is the total value of Orbimed Advisors's 143 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 21.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $511,425,000 | +8.6% | 3,645,486 | -5.8% | 4.89% | -1.0% |
| BIIB | BIOGEN INC | $510,386,000 | +15.4% | 1,630,000 | 0.0% | 4.88% | +5.2% | |
| CELG | Sell | CELGENE CORP | $488,785,000 | +9.9% | 3,351,977 | -2.2% | 4.67% | +0.2% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $390,790,000 | -2.1% | 13,397,000 | -7.0% | 3.74% | -10.7% |
| MRK | MERCK & CO INC | $351,333,000 | -0.1% | 5,487,000 | 0.0% | 3.36% | -8.9% | |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $315,377,000 | +20.8% | 2,074,302 | +2.4% | 3.01% | +10.1% |
| PBYI | PUMA BIOTECHNOLOGY INC | $290,482,000 | +37.0% | 2,425,735 | 0.0% | 2.78% | +24.9% | |
| LLY | LILLY ELI & CO | $263,036,000 | +3.9% | 3,075,000 | 0.0% | 2.51% | -5.2% | |
| REGN | Buy | REGENERON PHARMACEUTICALS | $256,097,000 | +11.7% | 572,770 | +22.7% | 2.45% | +1.8% |
| CI | Buy | CIGNA CORPORATION | $236,685,000 | +15.7% | 1,266,100 | +3.6% | 2.26% | +5.5% |
| A | Sell | AGILENT TECHNOLOGIES INC | $233,617,000 | +3.3% | 3,638,900 | -4.6% | 2.23% | -5.8% |
| AMGN | Sell | AMGEN INC | $233,640,000 | +4.1% | 1,253,100 | -3.8% | 2.23% | -5.1% |
| WMGI | WRIGHT MED GROUP N V | $231,439,000 | -5.9% | 8,946,234 | 0.0% | 2.21% | -14.2% | |
| AET | Buy | AETNA INC NEW | $222,057,000 | +64.7% | 1,396,500 | +57.3% | 2.12% | +50.2% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $196,826,000 | -0.1% | 2,388,670 | +13.5% | 1.88% | -8.9% |
| ANTM | Buy | ANTHEM INC | $176,136,000 | +1.7% | 927,618 | +0.8% | 1.68% | -7.3% |
| CMTA | New | CLEMENTIA PHARMACEUTICALS IN | $176,082,000 | – | 10,425,225 | +100.0% | 1.68% | – |
| ABBV | Sell | ABBVIE INC | $174,610,000 | +9.6% | 1,965,000 | -10.6% | 1.67% | -0.1% |
| ARRY | ARRAY BIOPHARMA INC | $174,450,000 | +47.0% | 14,182,900 | 0.0% | 1.67% | +34.0% | |
| INCY | Sell | INCYTE CORP | $172,308,000 | -17.7% | 1,476,000 | -11.3% | 1.65% | -25.0% |
| LOXO | LOXO ONCOLOGY INC | $159,183,000 | +14.9% | 1,728,000 | 0.0% | 1.52% | +4.8% | |
| GILD | Sell | GILEAD SCIENCES INC | $156,207,000 | +6.4% | 1,928,000 | -7.0% | 1.49% | -2.9% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $152,017,000 | -30.1% | 1,390,700 | -24.4% | 1.45% | -36.3% |
| JNJ | JOHNSON & JOHNSON | $146,183,000 | -1.7% | 1,124,400 | 0.0% | 1.40% | -10.4% | |
| IMMU | Buy | IMMUNOMEDICS INC | $139,755,000 | +221.1% | 9,996,816 | +102.8% | 1.34% | +193.0% |
| BGNE | Buy | BEIGENE LTDsponsored adr | $135,925,000 | +134.6% | 1,313,788 | +2.0% | 1.30% | +114.0% |
| ALNY | Buy | ALNYLAM PHARMACEUTICALS INC | $127,453,000 | +150.0% | 1,084,800 | +69.7% | 1.22% | +128.1% |
| ASND | ASCENDIS PHARMA A Ssponsored adr | $122,065,000 | +30.6% | 3,367,315 | 0.0% | 1.17% | +19.1% | |
| BOLD | Sell | AUDENTES THERAPEUTICS INC | $115,671,000 | +25.9% | 4,129,638 | -14.0% | 1.10% | +14.7% |
| MYL | Buy | MYLAN N V | $112,967,000 | -2.3% | 3,601,100 | +20.9% | 1.08% | -10.9% |
| JAZZ | Buy | JAZZ PHARMACEUTICALS PLC | $109,571,000 | +29.1% | 749,200 | +37.2% | 1.05% | +17.6% |
| SEM | Buy | SELECT MED HLDGS CORP | $107,107,000 | +89.2% | 5,578,500 | +51.3% | 1.02% | +72.7% |
| TMO | THERMO FISHER SCIENTIFIC INC | $101,071,000 | +8.4% | 534,200 | 0.0% | 0.97% | -1.1% | |
| JUNO | Buy | JUNO THERAPEUTICS INC | $91,587,000 | +234.8% | 2,041,608 | +123.1% | 0.88% | +204.9% |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $90,823,000 | -16.5% | 5,759,200 | 0.0% | 0.87% | -23.9% | |
| PFE | PFIZER INC | $87,779,000 | +6.3% | 2,458,800 | 0.0% | 0.84% | -3.1% | |
| CRVS | CORVUS PHARMACEUTICALS INC | $85,747,000 | +31.7% | 5,379,349 | 0.0% | 0.82% | +20.1% | |
| ILMN | ILLUMINA INC | $79,381,000 | +14.8% | 398,500 | 0.0% | 0.76% | +4.7% | |
| AGN | ALLERGAN PLC | $76,567,000 | -15.7% | 373,590 | 0.0% | 0.73% | -23.1% | |
| MGLN | Sell | MAGELLAN HEALTH INC | $76,168,000 | -14.0% | 882,600 | -27.4% | 0.73% | -21.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $74,423,000 | -6.4% | 380,000 | -11.3% | 0.71% | -14.6% |
| GBT | Buy | GLOBAL BLOOD THERAPEUTICS IN | $74,322,000 | +25.1% | 2,393,635 | +10.2% | 0.71% | +14.0% |
| UHS | New | UNIVERSAL HLTH SVCS INCcl b | $74,219,000 | – | 669,000 | +100.0% | 0.71% | – |
| AERI | Sell | AERIE PHARMACEUTICALS INC | $69,896,000 | -27.4% | 1,438,182 | -21.5% | 0.67% | -33.8% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $69,235,000 | -22.4% | 743,900 | -24.3% | 0.66% | -29.2% |
| MDT | MEDTRONIC PLC | $68,360,000 | -12.4% | 879,000 | 0.0% | 0.65% | -20.2% | |
| BLUE | Buy | BLUEBIRD BIO INC | $66,195,000 | +57.6% | 481,946 | +20.5% | 0.63% | +43.9% |
| NTLA | INTELLIA THERAPEUTICS INC | $66,155,000 | +55.3% | 2,662,180 | 0.0% | 0.63% | +41.7% | |
| AGNPRA | ALLERGAN PLCpfd conv ser a | $65,076,000 | -14.9% | 88,200 | 0.0% | 0.62% | -22.4% | |
| SHPG | Sell | SHIRE PLCsponsored adr | $61,242,000 | -32.5% | 399,908 | -27.1% | 0.58% | -38.5% |
| SYK | Buy | STRYKER CORP | $59,790,000 | +36.2% | 421,000 | +33.1% | 0.57% | +24.1% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $58,988,000 | +30.8% | 56,400 | +17.0% | 0.56% | +19.2% |
| ACHN | Sell | ACHILLION PHARMACEUTICALS IN | $58,652,000 | -2.5% | 13,062,900 | -0.3% | 0.56% | -11.1% |
| INSM | Sell | INSMED INC | $58,519,000 | -22.4% | 1,875,016 | -57.3% | 0.56% | -29.2% |
| GWPH | GW PHARMACEUTICALS PLCads | $56,943,000 | +1.2% | 561,071 | 0.0% | 0.54% | -7.8% | |
| BMY | BRISTOL MYERS SQUIBB CO | $55,753,000 | +14.4% | 874,700 | 0.0% | 0.53% | +4.3% | |
| IART | Buy | INTEGRA LIFESCIENCES HLDGS C | $55,069,000 | +136.6% | 1,090,910 | +155.5% | 0.53% | +115.6% |
| MNKKQ | MALLINCKRODT PUB LTD CO | $55,035,000 | -16.6% | 1,472,700 | 0.0% | 0.53% | -24.0% | |
| INSYQ | INSYS THERAPEUTICS INC NEW | $54,802,000 | -29.8% | 6,171,440 | 0.0% | 0.52% | -35.9% | |
| VRAY | VIEWRAY INC | $54,481,000 | -11.0% | 9,458,567 | 0.0% | 0.52% | -18.7% | |
| KALA | New | KALA PHARMACEUTICALS INC | $54,251,000 | – | 2,375,279 | +100.0% | 0.52% | – |
| GLPG | Buy | GALAPAGOS NVspon adr | $53,296,000 | +145.7% | 523,790 | +84.8% | 0.51% | +124.2% |
| IOVA | Buy | IOVANCE BIOTHERAPEUTICS INC | $49,799,000 | +97.6% | 6,425,626 | +89.9% | 0.48% | +80.3% |
| NVRO | Buy | NEVRO CORP | $44,977,000 | +33.9% | 494,900 | +9.7% | 0.43% | +22.2% |
| EHTH | EHEALTH INC | $43,831,000 | +27.1% | 1,834,700 | 0.0% | 0.42% | +15.7% | |
| RDUS | Buy | RADIUS HEALTH INC | $43,284,000 | +35.9% | 1,122,800 | +59.5% | 0.41% | +24.0% |
| PIRS | PIERIS PHARMACEUTICALS INC | $41,815,000 | +13.8% | 7,259,620 | 0.0% | 0.40% | +3.9% | |
| IMGN | Buy | IMMUNOGEN INC | $41,697,000 | +48.9% | 5,450,581 | +38.4% | 0.40% | +35.8% |
| SGYPQ | Sell | SYNERGY PHARMACEUTICALS DEL | $39,502,000 | -58.0% | 13,621,443 | -35.6% | 0.38% | -61.7% |
| MNTA | MOMENTA PHARMACEUTICALS INC | $39,018,000 | +9.5% | 2,109,068 | 0.0% | 0.37% | -0.3% | |
| ONCE | New | SPARK THERAPEUTICS INC | $38,340,000 | – | 430,016 | +100.0% | 0.37% | – |
| DERM | DERMIRA INC | $38,310,000 | -7.3% | 1,418,873 | 0.0% | 0.37% | -15.5% | |
| ALPN | New | ALPINE IMMUNE SCIENCES INC | $38,263,000 | – | 3,298,516 | +100.0% | 0.37% | – |
| SELB | SELECTA BIOSCIENCES INC | $33,631,000 | -8.1% | 1,842,797 | 0.0% | 0.32% | -16.4% | |
| DMTX | DIMENSION THERAPEUTICS INC | $32,386,000 | +313.8% | 5,397,698 | 0.0% | 0.31% | +278.0% | |
| NABRIVA THERAPEUTICS PLC | $32,102,000 | -21.8% | 3,919,600 | 0.0% | 0.31% | -28.8% | ||
| GKOS | Sell | GLAUKOS CORP | $27,605,000 | -61.8% | 836,500 | -52.0% | 0.26% | -65.1% |
| ASMB | Sell | ASSEMBLY BIOSCIENCES INC | $26,121,000 | +42.4% | 748,026 | -15.8% | 0.25% | +30.2% |
| SYBX | New | SYNLOGIC INC | $25,005,000 | – | 1,314,996 | +100.0% | 0.24% | – |
| INCY | New | INCYTE CORPput | $23,348,000 | – | 200,000 | +100.0% | 0.22% | – |
| ICPT | Sell | INTERCEPT PHARMACEUTICALS IN | $22,425,000 | -78.4% | 386,380 | -54.9% | 0.21% | -80.3% |
| DBVT | DBV TECHNOLOGIES S Asponsored adr | $21,767,000 | +18.8% | 512,900 | 0.0% | 0.21% | +8.3% | |
| OBSV | OBSEVA SA | $21,209,000 | -4.8% | 2,605,531 | 0.0% | 0.20% | -13.2% | |
| NTRA | Buy | NATERA INC | $20,317,000 | +46.6% | 1,576,190 | +23.5% | 0.19% | +33.8% |
| EVHC | Sell | ENVISION HEALTHCARE CORP | $19,809,000 | -45.3% | 440,700 | -23.8% | 0.19% | -50.3% |
| SVA | SINOVAC BIOTECH LTD | $18,806,000 | +4.4% | 2,667,500 | 0.0% | 0.18% | -4.8% | |
| ZLAB | New | ZAI LAB LTDadr | $17,770,000 | – | 658,160 | +100.0% | 0.17% | – |
| NBIX | NEUROCRINE BIOSCIENCES INC | $17,455,000 | +33.2% | 284,841 | 0.0% | 0.17% | +21.9% | |
| VNDA | VANDA PHARMACEUTICALS INC | $17,325,000 | +9.8% | 967,859 | 0.0% | 0.17% | +0.6% | |
| XNCR | XENCOR INC | $17,127,000 | +8.6% | 747,244 | 0.0% | 0.16% | -0.6% | |
| CTIC | CTI BIOPHARMA CORP | $15,950,000 | -3.6% | 5,000,000 | 0.0% | 0.15% | -12.1% | |
| NVO | New | NOVO-NORDISK A Sadr | $15,890,000 | – | 330,000 | +100.0% | 0.15% | – |
| ADAP | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $15,681,000 | +82.4% | 1,914,660 | 0.0% | 0.15% | +66.7% | |
| SHPG | New | SHIRE PLCput | $15,314,000 | – | 100,000 | +100.0% | 0.15% | – |
| HCA | Sell | HCA HEALTHCARE INC | $14,915,000 | -71.4% | 187,400 | -68.6% | 0.14% | -73.8% |
| CHRS | COHERUS BIOSCIENCES INC | $14,414,000 | -7.0% | 1,079,700 | 0.0% | 0.14% | -14.8% | |
| STDY | STEADYMED LTD | $14,225,000 | -46.8% | 4,246,196 | 0.0% | 0.14% | -51.4% | |
| NVTA | Buy | INVITAE CORP | $14,226,000 | +225.8% | 1,518,197 | +232.5% | 0.14% | +195.7% |
| WMGIZ | Buy | WRIGHT MED GROUP N Vright 03/01/2019 | $13,505,000 | +6.6% | 8,713,088 | +0.4% | 0.13% | -3.0% |
| NVUS | NOVUS THERAPEUTICS INC | $13,218,000 | -10.9% | 2,537,110 | 0.0% | 0.13% | -19.2% | |
| NUVA | Buy | NUVASIVE INC | $12,240,000 | +142.6% | 220,700 | +236.4% | 0.12% | +120.8% |
| AEGERION PHARMACEUTICALS INCnote 2.000% 8/1 | $12,151,000 | -1.0% | 15,000,000 | 0.0% | 0.12% | -10.1% | ||
| ARGX | ARGENX SEsponsored adr | $11,305,000 | +6.6% | 500,000 | 0.0% | 0.11% | -2.7% | |
| AUPH | AURINIA PHARMACEUTICALS INC | $11,270,000 | +2.3% | 1,797,400 | 0.0% | 0.11% | -6.1% | |
| PRQR | Sell | PROQR THRAPEUTICS N V | $11,132,000 | -7.1% | 2,295,346 | -0.4% | 0.11% | -15.9% |
| HRTX | HERON THERAPEUTICS INC | $10,498,000 | +16.6% | 650,000 | 0.0% | 0.10% | +6.4% | |
| VRNA | VERONA PHARMA PLCsponsored ads | $10,233,000 | +31.7% | 666,666 | 0.0% | 0.10% | +21.0% | |
| BMY | New | BRISTOL MYERS SQUIBB COcall | $9,561,000 | – | 150,000 | +100.0% | 0.09% | – |
| FLDM | FLUIDIGM CORP DEL | $8,800,000 | +24.8% | 1,746,100 | 0.0% | 0.08% | +13.5% | |
| NLNK | Sell | NEWLINK GENETICS CORP | $8,462,000 | -37.6% | 831,274 | -55.0% | 0.08% | -43.0% |
| DCPH | New | DECIPHERA PHARMACEUTICALS IN | $7,487,000 | – | 394,270 | +100.0% | 0.07% | – |
| FLUIDIGM CORP DELnote 2.750% 2/0 | $7,390,000 | +17.3% | 10,000,000 | 0.0% | 0.07% | +7.6% | ||
| ALKS | ALKERMES PLC | $7,372,000 | -12.3% | 145,000 | 0.0% | 0.07% | -20.5% | |
| AGLE | AEGLEA BIOTHERAPEUTICS INC | $7,244,000 | +28.0% | 1,469,524 | 0.0% | 0.07% | +16.9% | |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $7,137,000 | -59.2% | 405,500 | -23.0% | 0.07% | -62.8% |
| SRPT | New | SAREPTA THERAPEUTICS INCcall | $6,804,000 | – | 150,000 | +100.0% | 0.06% | – |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $6,651,000 | +11.5% | 372,191 | 0.0% | 0.06% | +1.6% | |
| RDHL | REDHILL BIOPHARMA LTDsponsored ads | $6,107,000 | +25.4% | 564,900 | 0.0% | 0.06% | +13.7% | |
| HALO | HALOZYME THERAPEUTICS INC | $6,080,000 | +35.5% | 350,000 | 0.0% | 0.06% | +23.4% | |
| SRRA | SIERRA ONCOLOGY INC | $5,741,000 | +32.5% | 3,703,704 | 0.0% | 0.06% | +22.2% | |
| ZBH | ZIMMER BIOMET HLDGS INC | $5,737,000 | -8.8% | 49,000 | 0.0% | 0.06% | -16.7% | |
| INOTEK PHARMACEUTICALS CORPnote 5.750% 8/0 | $5,547,000 | +30.2% | 7,000,000 | 0.0% | 0.05% | +17.8% | ||
| SNDX | SYNDAX PHARMACEUTICALS INC | $5,113,000 | -16.2% | 437,000 | 0.0% | 0.05% | -23.4% | |
| GLYC | GLYCOMIMETICS INC | $4,723,000 | +25.4% | 337,588 | 0.0% | 0.04% | +15.4% | |
| MCRB | New | SERES THERAPEUTICS INC | $3,520,000 | – | 219,458 | +100.0% | 0.03% | – |
| MRNS | MARINUS PHARMACEUTICALS INC | $3,332,000 | +328.3% | 567,600 | 0.0% | 0.03% | +300.0% | |
| INFI | Sell | INFINITY PHARMACEUTICALS INC | $2,936,000 | -42.5% | 2,207,245 | -32.1% | 0.03% | -47.2% |
| VRX | VALEANT PHARMACEUTICALS INTL | $2,793,000 | -17.2% | 194,900 | 0.0% | 0.03% | -22.9% | |
| OTIC | Sell | OTONOMY INC | $2,093,000 | -92.9% | 644,074 | -58.7% | 0.02% | -93.5% |
| OREXIGEN THERAPEUTICS INCnote 2.750%12/0 | $2,042,000 | -16.4% | 5,210,000 | 0.0% | 0.02% | -23.1% | ||
| XENE | XENON PHARMACEUTICALS INC | $1,873,000 | -6.4% | 634,812 | 0.0% | 0.02% | -14.3% | |
| BLRX | BIOLINERX LTDsponsored adr | $1,163,000 | +32.5% | 1,038,600 | 0.0% | 0.01% | +22.2% | |
| MCRB | New | SERES THERAPEUTICS INCcall | $1,203,000 | – | 75,000 | +100.0% | 0.01% | – |
| NVLNF | NOVELION THERAPEUTICS INC | $703,000 | -23.8% | 100,000 | 0.0% | 0.01% | -30.0% | |
| AFMD | Sell | AFFIMED N V | $735,000 | -80.1% | 326,650 | -81.8% | 0.01% | -82.1% |
| BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $602,000 | +0.7% | 500,000 | 0.0% | 0.01% | 0.0% | ||
| BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1 | $558,000 | +0.4% | 500,000 | 0.0% | 0.01% | -16.7% | ||
| NLNK | New | NEWLINK GENETICS CORPcall | $509,000 | – | 50,000 | +100.0% | 0.01% | – |
| ALIM | ALIMERA SCIENCES INC | $338,000 | -2.9% | 250,000 | 0.0% | 0.00% | -25.0% | |
| XTNT | XTANT MED HLDGS INC | $343,000 | +9.2% | 475,439 | 0.0% | 0.00% | 0.0% | |
| VSAR | New | VERSARTIS INCcall | $123,000 | – | 50,000 | +100.0% | 0.00% | – |
| ROKA | Sell | ROKA BIOSCIENCE INC | $147,000 | -93.6% | 201,617 | -77.4% | 0.00% | -95.8% |
| MDGS | MEDIGUS LTDsponsord adr new | $134,000 | +2.3% | 60,000 | 0.0% | 0.00% | 0.0% | |
| AMRN | Exit | AMARIN CORP PLCspons adr new | $0 | – | -204,857 | -100.0% | -0.01% | – |
| CLLS | Exit | CELLECTIS S Asponsored ads | $0 | – | -66,799 | -100.0% | -0.02% | – |
| NERV | Exit | MINERVA NEUROSCIENCES INC | $0 | – | -344,173 | -100.0% | -0.03% | – |
| TSRO | Exit | TESARO INC | $0 | – | -30,301 | -100.0% | -0.04% | – |
| SIEN | Exit | SIENTRA INC | $0 | – | -483,347 | -100.0% | -0.05% | – |
| NVRO | Exit | NEVRO CORPcall | $0 | – | -75,000 | -100.0% | -0.06% | – |
| AZN | Exit | ASTRAZENECA PLCput | $0 | – | -250,000 | -100.0% | -0.09% | – |
| MNKKQ | Exit | MALLINCKRODT PUB LTD COput | $0 | – | -200,000 | -100.0% | -0.09% | – |
| JAZZ | Exit | JAZZ PHARMACEUTICALS PLCcall | $0 | – | -100,000 | -100.0% | -0.16% | – |
| Exit | IMMUNOGEN INCnote 4.500% 7/0 | $0 | – | -10,000,000 | -100.0% | -0.19% | – | |
| Exit | IMMUNOMEDICS INCnote 4.750% 2/1 | $0 | – | -30,000,000 | -100.0% | -0.57% | – | |
| HUM | Exit | HUMANA INC | $0 | – | -770,900 | -100.0% | -1.94% | – |
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 2017-11-14
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.