$7.91 Billion is the total value of Orbimed Advisors's 133 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 25.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIIB | Sell | BIOGEN INC | $392,064,000 | -23.2% | 1,230,700 | -24.5% | 4.96% | +1.7% |
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $344,368,000 | -32.7% | 2,879,575 | -21.0% | 4.36% | -10.9% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $321,295,000 | +25.5% | 854,600 | +49.2% | 4.06% | +66.1% |
| CELG | Sell | CELGENE CORP | $319,639,000 | -34.6% | 3,062,850 | -8.6% | 4.04% | -13.4% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $260,951,000 | -17.3% | 1,741,300 | -16.1% | 3.30% | +9.5% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $257,484,000 | -34.1% | 10,386,600 | -22.5% | 3.26% | -12.8% |
| AMGN | Buy | AMGEN INC | $225,566,000 | -3.5% | 1,297,100 | +3.5% | 2.85% | +27.8% |
| PBYI | Sell | PUMA BIOTECHNOLOGY INC | $215,941,000 | -25.7% | 2,184,535 | -9.9% | 2.73% | -1.6% |
| MRK | Sell | MERCK & CO INC | $204,001,000 | -41.9% | 3,625,400 | -33.9% | 2.58% | -23.2% |
| CMTA | CLEMENTIA PHARMACEUTICALS IN | $197,871,000 | +12.4% | 10,425,225 | 0.0% | 2.50% | +48.7% | |
| CI | Sell | CIGNA CORPORATION | $196,855,000 | -16.8% | 969,300 | -23.4% | 2.49% | +10.1% |
| LLY | Sell | LILLY ELI & CO | $193,244,000 | -26.5% | 2,288,000 | -25.6% | 2.44% | -2.8% |
| A | Sell | AGILENT TECHNOLOGIES INC | $173,499,000 | -25.7% | 2,590,700 | -28.8% | 2.20% | -1.7% |
| WMGI | Sell | WRIGHT MED GROUP N V | $152,116,000 | -34.3% | 6,852,068 | -23.4% | 1.92% | -13.0% |
| ANTM | Sell | ANTHEM INC | $148,218,000 | -15.9% | 658,718 | -29.0% | 1.88% | +11.4% |
| IMMU | Sell | IMMUNOMEDICS INC | $136,742,000 | -2.2% | 8,461,727 | -15.4% | 1.73% | +29.5% |
| ASND | ASCENDIS PHARMA A Ssponsored adr | $134,895,000 | +10.5% | 3,367,315 | 0.0% | 1.71% | +46.2% | |
| CLVS | Sell | CLOVIS ONCOLOGY INC | $134,074,000 | -31.9% | 1,971,670 | -17.5% | 1.70% | -9.8% |
| BOLD | AUDENTES THERAPEUTICS INC | $129,051,000 | +11.6% | 4,129,638 | 0.0% | 1.63% | +47.7% | |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $126,697,000 | -16.7% | 1,124,100 | -19.2% | 1.60% | +10.3% |
| ALNY | Sell | ALNYLAM PHARMACEUTICALS INC | $119,630,000 | -6.1% | 941,600 | -13.2% | 1.51% | +24.2% |
| BGNE | Sell | BEIGENE LTDsponsored adr | $101,774,000 | -25.1% | 1,041,488 | -20.7% | 1.29% | -0.9% |
| ABBV | Sell | ABBVIE INC | $101,604,000 | -41.8% | 1,050,600 | -46.5% | 1.28% | -23.0% |
| ARRY | Sell | ARRAY BIOPHARMA INC | $97,554,000 | -44.1% | 7,621,400 | -46.3% | 1.23% | -26.0% |
| SEM | Sell | SELECT MED HLDGS CORP | $89,560,000 | -16.4% | 5,074,200 | -9.0% | 1.13% | +10.6% |
| VRAY | VIEWRAY INC | $87,586,000 | +60.8% | 9,458,567 | 0.0% | 1.11% | +112.7% | |
| GBT | Sell | GLOBAL BLOOD THERAPEUTICS IN | $84,907,000 | +14.2% | 2,157,730 | -9.9% | 1.07% | +51.3% |
| JUNO | Sell | JUNO THERAPEUTICS INC | $83,886,000 | -8.4% | 1,835,188 | -10.1% | 1.06% | +21.3% |
| MGLN | Sell | MAGELLAN HEALTH INC | $82,632,000 | +8.5% | 855,843 | -3.0% | 1.04% | +43.5% |
| JAZZ | Sell | JAZZ PHARMACEUTICALS PLC | $81,854,000 | -25.3% | 607,900 | -18.9% | 1.04% | -1.1% |
| AET | Sell | AETNA INC NEW | $80,734,000 | -63.6% | 447,552 | -68.0% | 1.02% | -51.9% |
| FOLD | New | AMICUS THERAPEUTICS INC | $80,188,000 | – | 5,572,500 | +100.0% | 1.01% | – |
| AERI | Sell | AERIE PHARMACEUTICALS INC | $79,444,000 | +13.7% | 1,329,600 | -7.5% | 1.00% | +50.4% |
| LOXO | Buy | LOXO ONCOLOGY INC | $79,213,000 | -50.2% | 94,100,036 | +5345.6% | 1.00% | -34.1% |
| MYL | Sell | MYLAN N V | $77,609,000 | -31.3% | 1,834,300 | -49.1% | 0.98% | -9.1% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $73,939,000 | -26.8% | 389,400 | -27.1% | 0.94% | -3.2% |
| ILMN | Sell | ILLUMINA INC | $71,774,000 | -9.6% | 328,500 | -17.6% | 0.91% | +19.6% |
| BLUE | Sell | BLUEBIRD BIO INC | $68,399,000 | +3.3% | 384,046 | -20.3% | 0.86% | +36.7% |
| IRWD | Sell | IRONWOOD PHARMACEUTICALS INC | $67,833,000 | -25.3% | 4,525,200 | -21.4% | 0.86% | -1.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $65,012,000 | -55.5% | 465,300 | -58.6% | 0.82% | -41.2% |
| NVRO | Buy | NEVRO CORP | $61,983,000 | +37.8% | 897,791 | +81.4% | 0.78% | +82.3% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $56,055,000 | -5.0% | 153,600 | +172.3% | 0.71% | +25.7% |
| CRVS | CORVUS PHARMACEUTICALS INC | $55,730,000 | -35.0% | 5,379,349 | 0.0% | 0.70% | -13.9% | |
| PIRS | PIERIS PHARMACEUTICALS INC | $54,810,000 | +31.1% | 7,259,620 | 0.0% | 0.69% | +73.2% | |
| ASMB | Buy | ASSEMBLY BIOSCIENCES INC | $54,211,000 | +107.5% | 1,198,026 | +60.2% | 0.69% | +174.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $52,800,000 | -29.1% | 239,500 | -37.0% | 0.67% | -6.0% |
| INSYQ | Sell | INSYS THERAPEUTICS INC NEW | $52,014,000 | -5.1% | 5,406,844 | -12.4% | 0.66% | +25.6% |
| AGN | Sell | ALLERGAN PLC | $46,995,000 | -38.6% | 287,290 | -23.1% | 0.59% | -18.9% |
| INSM | Sell | INSMED INC | $46,670,000 | -20.2% | 1,496,791 | -20.2% | 0.59% | +5.5% |
| GLPG | Sell | GALAPAGOS NVspon adr | $45,660,000 | -14.3% | 486,990 | -7.0% | 0.58% | +13.6% |
| NTLA | Sell | INTELLIA THERAPEUTICS INC | $44,930,000 | -32.1% | 2,337,684 | -12.2% | 0.57% | -10.1% |
| IOVA | Sell | IOVANCE BIOTHERAPEUTICS INC | $44,387,000 | -10.9% | 5,548,326 | -13.7% | 0.56% | +17.9% |
| SYK | Sell | STRYKER CORP | $44,284,000 | -25.9% | 286,000 | -32.1% | 0.56% | -1.9% |
| KALA | KALA PHARMACEUTICALS INC | $43,919,000 | -19.0% | 2,375,279 | 0.0% | 0.56% | +7.3% | |
| RDUS | Buy | RADIUS HEALTH INC | $43,579,000 | +0.7% | 1,371,700 | +22.2% | 0.55% | +33.1% |
| RYTM | New | RHYTHM PHARMACEUTICALS INC | $43,519,000 | – | 2,901,295 | +100.0% | 0.55% | – |
| SHPG | Sell | SHIRE PLCsponsored adr | $42,271,000 | -31.0% | 272,508 | -31.9% | 0.54% | -8.5% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $42,161,000 | -24.4% | 688,000 | -21.3% | 0.53% | 0.0% |
| AGNPRA | Sell | ALLERGAN PLC5.5% cnv pfd a | $42,034,000 | -35.4% | 71,700 | -18.7% | 0.53% | -14.5% |
| SCPH | New | SCPHARMACEUTICALS INC | $41,225,000 | – | 3,409,865 | +100.0% | 0.52% | – |
| GILD | Sell | GILEAD SCIENCES INC | $37,367,000 | -76.1% | 521,600 | -72.9% | 0.47% | -68.3% |
| ALPN | ALPINE IMMUNE SCIENCES INC | $36,943,000 | -3.4% | 3,298,516 | 0.0% | 0.47% | +27.6% | |
| PFE | Sell | PFIZER INC | $35,568,000 | -59.5% | 982,000 | -60.1% | 0.45% | -46.4% |
| DVA | New | DAVITA INC | $34,492,000 | – | 477,400 | +100.0% | 0.44% | – |
| IART | Sell | INTEGRA LIFESCIENCES HLDGS C | $34,062,000 | -38.1% | 711,710 | -34.8% | 0.43% | -18.1% |
| DERM | Sell | DERMIRA INC | $32,848,000 | -14.3% | 1,181,168 | -16.8% | 0.42% | +13.4% |
| EHTH | EHEALTH INC | $31,869,000 | -27.3% | 1,834,700 | 0.0% | 0.40% | -3.8% | |
| ARGX | ARGENX SEsponsored adr | $31,570,000 | +179.3% | 500,000 | 0.0% | 0.40% | +269.4% | |
| EVHC | Buy | ENVISION HEALTHCARE CORP | $30,254,000 | +52.7% | 875,400 | +98.6% | 0.38% | +102.6% |
| DCPH | Buy | DECIPHERA PHARMACEUTICALS IN | $26,662,000 | +256.1% | 1,176,070 | +198.3% | 0.34% | +368.1% |
| ACAD | New | ACADIA PHARMACEUTICALS INC | $25,566,000 | – | 849,100 | +100.0% | 0.32% | – |
| OBSV | OBSEVA SA | $25,430,000 | +19.9% | 2,605,531 | 0.0% | 0.32% | +58.6% | |
| ASNS | New | ARSANIS INC | $23,848,000 | – | 1,868,966 | +100.0% | 0.30% | – |
| ACHN | Sell | ACHILLION PHARMACEUTICALS IN | $23,532,000 | -59.9% | 8,170,973 | -37.4% | 0.30% | -46.9% |
| NABRIVA THERAPEUTICS PLC | $23,439,000 | -27.0% | 3,919,600 | 0.0% | 0.30% | -3.6% | ||
| XNCR | Buy | XENCOR INC | $22,404,000 | +30.8% | 1,022,100 | +36.8% | 0.28% | +72.6% |
| SVA | Buy | SINOVAC BIOTECH LTD | $22,375,000 | +19.0% | 2,839,500 | +6.4% | 0.28% | +57.2% |
| GKOS | GLAUKOS CORP | $21,456,000 | -22.3% | 836,500 | 0.0% | 0.27% | +2.7% | |
| MDT | Sell | MEDTRONIC PLC | $20,527,000 | -70.0% | 254,200 | -71.1% | 0.26% | -60.2% |
| UHS | Sell | UNIVERSAL HLTH SVCS INCcl b | $19,814,000 | -73.3% | 174,800 | -73.9% | 0.25% | -64.6% |
| IMGN | Sell | IMMUNOGEN INC | $18,167,000 | -56.4% | 2,834,126 | -48.0% | 0.23% | -42.2% |
| SELB | SELECTA BIOSCIENCES INC | $18,078,000 | -46.2% | 1,842,797 | 0.0% | 0.23% | -28.7% | |
| NVO | NOVO-NORDISK A Sadr | $17,711,000 | +11.5% | 330,000 | 0.0% | 0.22% | +47.4% | |
| MNTA | Sell | MOMENTA PHARMACEUTICALS INC | $15,706,000 | -59.7% | 1,125,900 | -46.6% | 0.20% | -46.6% |
| STDY | STEADYMED LTD | $15,711,000 | +10.4% | 4,246,196 | 0.0% | 0.20% | +46.3% | |
| CELG | New | CELGENE CORPcall | $15,654,000 | – | 150,000 | +100.0% | 0.20% | – |
| VRNA | Buy | VERONA PHARMA PLCsponsored ads | $14,843,000 | +45.1% | 1,250,396 | +87.6% | 0.19% | +91.8% |
| VNDA | VANDA PHARMACEUTICALS INC | $14,711,000 | -15.1% | 967,859 | 0.0% | 0.19% | +12.0% | |
| DBVT | Buy | DBV TECHNOLOGIES S Asponsored adr | $14,231,000 | -34.6% | 578,500 | +12.8% | 0.18% | -13.5% |
| NTRA | NATERA INC | $14,170,000 | -30.3% | 1,576,190 | 0.0% | 0.18% | -7.7% | |
| ZLAB | ZAI LAB LTDadr | $13,973,000 | -21.4% | 658,160 | 0.0% | 0.18% | +4.1% | |
| NVTA | INVITAE CORP | $13,785,000 | -3.1% | 1,518,197 | 0.0% | 0.17% | +27.9% | |
| CTIC | CTI BIOPHARMA CORP | $13,400,000 | -16.0% | 5,000,000 | 0.0% | 0.17% | +11.2% | |
| WMGIZ | Buy | WRIGHT MED GROUP N Vright 03/01/2019 | $13,207,000 | -2.2% | 8,746,583 | +0.4% | 0.17% | +29.5% |
| CHRS | Buy | COHERUS BIOSCIENCES INC | $12,949,000 | -10.2% | 1,471,500 | +36.3% | 0.16% | +18.8% |
| NUVA | NUVASIVE INC | $12,909,000 | +5.5% | 220,700 | 0.0% | 0.16% | +39.3% | |
| ADAP | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $12,790,000 | -18.4% | 1,914,660 | 0.0% | 0.16% | +8.0% | |
| SYBX | SYNLOGIC INC | $12,755,000 | -49.0% | 1,314,996 | 0.0% | 0.16% | -32.6% | |
| AEGERION PHARMACEUTICALS INCnote 2.000% 8/1 | $12,006,000 | -1.2% | 15,000,000 | 0.0% | 0.15% | +31.0% | ||
| SRRA | Sell | SIERRA ONCOLOGY INC | $11,950,000 | +108.2% | 3,203,704 | -13.5% | 0.15% | +174.5% |
| HRTX | HERON THERAPEUTICS INC | $11,765,000 | +12.1% | 650,000 | 0.0% | 0.15% | +49.0% | |
| AMED | New | AMEDISYS INC | $10,937,000 | – | 207,500 | +100.0% | 0.14% | – |
| NVUS | NOVUS THERAPEUTICS INC | $10,301,000 | -22.1% | 2,537,110 | 0.0% | 0.13% | +3.2% | |
| FLDM | Sell | FLUIDIGM CORP DEL | $9,328,000 | +6.0% | 1,583,700 | -9.3% | 0.12% | +40.5% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $8,971,000 | -87.0% | 100,600 | -86.5% | 0.11% | -82.9% |
| FLUIDIGM CORP DELnote 2.750% 2/0 | $8,302,000 | +12.3% | 10,000,000 | 0.0% | 0.10% | +47.9% | ||
| AUPH | AURINIA PHARMACEUTICALS INC | $8,142,000 | -27.8% | 1,797,400 | 0.0% | 0.10% | -4.6% | |
| KIDS | New | ORTHOPEDIATRICS CORP | $8,160,000 | – | 425,200 | +100.0% | 0.10% | – |
| AGLE | AEGLEA BIOTHERAPEUTICS INC | $7,950,000 | +9.7% | 1,469,524 | 0.0% | 0.10% | +46.4% | |
| ENDP | New | ENDO INTL PLC | $7,939,000 | – | 1,024,386 | +100.0% | 0.10% | – |
| ALKS | ALKERMES PLC | $7,936,000 | +7.7% | 145,000 | 0.0% | 0.10% | +42.9% | |
| IRWD | New | IRONWOOD PHARMACEUTICALS INCcall | $5,996,000 | – | 400,000 | +100.0% | 0.08% | – |
| INOTEK PHARMACEUTICALS CORPnote 5.750% 8/0 | $5,918,000 | +6.7% | 7,000,000 | 0.0% | 0.08% | +41.5% | ||
| GWPH | Sell | GW PHARMACEUTICALS PLCads | $5,861,000 | -89.7% | 44,400 | -92.1% | 0.07% | -86.4% |
| TSRO | New | TESARO INC | $5,576,000 | – | 67,281 | +100.0% | 0.07% | – |
| SRPT | New | SAREPTA THERAPEUTICS INC | $5,531,000 | – | 99,400 | +100.0% | 0.07% | – |
| MRNS | MARINUS PHARMACEUTICALS INC | $4,632,000 | +39.0% | 567,600 | 0.0% | 0.06% | +84.4% | |
| PRQR | Sell | PROQR THRAPEUTICS N V | $4,202,000 | -62.3% | 1,302,955 | -43.2% | 0.05% | -50.0% |
| SNDX | SYNDAX PHARMACEUTICALS INC | $3,828,000 | -25.1% | 437,000 | 0.0% | 0.05% | -2.0% | |
| RDHL | REDHILL BIOPHARMA LTDsponsored ads | $2,904,000 | -52.4% | 564,900 | 0.0% | 0.04% | -36.2% | |
| SRPT | Sell | SAREPTA THERAPEUTICS INCcall | $2,782,000 | -59.1% | 50,000 | -66.7% | 0.04% | -46.2% |
| MCRB | SERES THERAPEUTICS INC | $2,225,000 | -36.8% | 219,458 | 0.0% | 0.03% | -17.6% | |
| OREXIGEN THERAPEUTICS INCnote 2.750%12/0 | $1,787,000 | -12.5% | 5,210,000 | 0.0% | 0.02% | +15.0% | ||
| XENE | XENON PHARMACEUTICALS INC | $1,793,000 | -4.3% | 634,812 | 0.0% | 0.02% | +27.8% | |
| VRX | Sell | VALEANT PHARMACEUTICALS INTL | $1,596,000 | -42.9% | 76,800 | -60.6% | 0.02% | -25.9% |
| BLRX | BIOLINERX LTDsponsored adr | $1,132,000 | -2.7% | 1,038,600 | 0.0% | 0.01% | +27.3% | |
| BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $594,000 | -1.3% | 500,000 | 0.0% | 0.01% | +33.3% | ||
| BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1 | $540,000 | -3.2% | 500,000 | 0.0% | 0.01% | +40.0% | ||
| AFMD | AFFIMED N V | $425,000 | -42.2% | 326,650 | 0.0% | 0.01% | -28.6% | |
| NVLNF | NOVELION THERAPEUTICS INC | $312,000 | -55.6% | 100,000 | 0.0% | 0.00% | -42.9% | |
| ALIM | ALIMERA SCIENCES INC | $333,000 | -1.5% | 250,000 | 0.0% | 0.00% | +33.3% | |
| XTNT | Buy | XTANT MED HLDGS INC | $272,000 | -20.7% | 4,754,386 | +900.0% | 0.00% | 0.0% |
| MDGS | MEDIGUS LTDsponsord adr new | $79,000 | -41.0% | 60,000 | 0.0% | 0.00% | 0.0% | |
| ROKA | Exit | ROKA BIOSCIENCE INC | $0 | – | -201,617 | -100.0% | -0.00% | – |
| VSAR | Exit | VERSARTIS INCcall | $0 | – | -50,000 | -100.0% | -0.00% | – |
| NLNK | Exit | NEWLINK GENETICS CORPcall | $0 | – | -50,000 | -100.0% | -0.01% | – |
| MCRB | Exit | SERES THERAPEUTICS INCcall | $0 | – | -75,000 | -100.0% | -0.01% | – |
| OTIC | Exit | OTONOMY INC | $0 | – | -644,074 | -100.0% | -0.02% | – |
| INFI | Exit | INFINITY PHARMACEUTICALS INC | $0 | – | -2,207,245 | -100.0% | -0.03% | – |
| GLYC | Exit | GLYCOMIMETICS INC | $0 | – | -337,588 | -100.0% | -0.04% | – |
| ZBH | Exit | ZIMMER BIOMET HLDGS INC | $0 | – | -49,000 | -100.0% | -0.06% | – |
| HALO | Exit | HALOZYME THERAPEUTICS INC | $0 | – | -350,000 | -100.0% | -0.06% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -372,191 | -100.0% | -0.06% | – |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $0 | – | -405,500 | -100.0% | -0.07% | – |
| NLNK | Exit | NEWLINK GENETICS CORP | $0 | – | -831,274 | -100.0% | -0.08% | – |
| BMY | Exit | BRISTOL MYERS SQUIBB COcall | $0 | – | -150,000 | -100.0% | -0.09% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -187,400 | -100.0% | -0.14% | – |
| SHPG | Exit | SHIRE PLCput | $0 | – | -100,000 | -100.0% | -0.15% | – |
| NBIX | Exit | NEUROCRINE BIOSCIENCES INC | $0 | – | -284,841 | -100.0% | -0.17% | – |
| ICPT | Exit | INTERCEPT PHARMACEUTICALS IN | $0 | – | -386,380 | -100.0% | -0.21% | – |
| INCY | Exit | INCYTE CORPput | $0 | – | -200,000 | -100.0% | -0.22% | – |
| DMTX | Exit | DIMENSION THERAPEUTICS INC | $0 | – | -5,397,698 | -100.0% | -0.31% | – |
| ONCE | Exit | SPARK THERAPEUTICS INC | $0 | – | -430,016 | -100.0% | -0.37% | – |
| SGYPQ | Exit | SYNERGY PHARMACEUTICALS DEL | $0 | – | -13,621,443 | -100.0% | -0.38% | – |
| MNKKQ | Exit | MALLINCKRODT PUB LTD CO | $0 | – | -1,472,700 | -100.0% | -0.53% | – |
| INCY | Exit | INCYTE CORP | $0 | – | -1,476,000 | -100.0% | -1.65% | – |
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 2018-02-14
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.