$8.07 Billion is the total value of Orbimed Advisors's 141 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 34.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $364,282,000 | +5.8% | 3,268,275 | +13.5% | 4.52% | +3.7% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $331,584,000 | +3.2% | 962,900 | +12.7% | 4.11% | +1.2% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $302,263,000 | +15.8% | 1,854,600 | +6.5% | 3.75% | +13.5% |
| MRK | Buy | MERCK & CO INC | $288,048,000 | +41.2% | 5,288,200 | +45.9% | 3.57% | +38.4% |
| BIIB | Sell | BIOGEN INC | $284,882,000 | -27.3% | 1,040,400 | -15.5% | 3.53% | -28.8% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $283,521,000 | +10.1% | 10,377,795 | -0.1% | 3.52% | +7.9% |
| CELG | Sell | CELGENE CORP | $235,001,000 | -26.5% | 2,634,250 | -14.0% | 2.91% | -27.9% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $232,463,000 | +451.4% | 3,675,300 | +434.2% | 2.88% | +440.7% |
| ASND | ASCENDIS PHARMA A Ssponsored adr | $220,222,000 | +63.3% | 3,367,315 | 0.0% | 2.73% | +60.1% | |
| A | Buy | AGILENT TECHNOLOGIES INC | $189,789,000 | +9.4% | 2,836,900 | +9.5% | 2.35% | +7.2% |
| PBYI | Buy | PUMA BIOTECHNOLOGY INC | $179,765,000 | -16.8% | 2,641,661 | +20.9% | 2.23% | -18.4% |
| CMTA | CLEMENTIA PHARMACEUTICALS IN | $157,942,000 | -20.2% | 10,425,225 | 0.0% | 1.96% | -21.8% | |
| JAZZ | Buy | JAZZ PHARMACEUTICALS PLC | $157,045,000 | +91.9% | 1,040,100 | +71.1% | 1.95% | +88.1% |
| ARMO | New | ARMO BIOSCIENCES INC | $154,088,000 | – | 4,118,903 | +100.0% | 1.91% | – |
| ALNY | Buy | ALNYLAM PHARMACEUTICALS INC | $150,777,000 | +26.0% | 1,265,966 | +34.4% | 1.87% | +23.5% |
| ABBV | Buy | ABBVIE INC | $144,578,000 | +42.3% | 1,527,500 | +45.4% | 1.79% | +39.5% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $142,952,000 | +12.8% | 1,024,600 | -8.9% | 1.77% | +10.5% |
| WMGI | WRIGHT MED GROUP N V | $135,945,000 | -10.6% | 6,852,068 | 0.0% | 1.69% | -12.4% | |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $123,070,000 | -8.2% | 2,330,870 | +18.2% | 1.53% | -10.0% |
| AGN | Buy | ALLERGAN PLC | $116,727,000 | +148.4% | 693,605 | +141.4% | 1.45% | +143.6% |
| NVRO | Buy | NEVRO CORP | $109,212,000 | +76.2% | 1,260,091 | +40.4% | 1.35% | +72.7% |
| LOXO | Sell | LOXO ONCOLOGY INC | $108,563,000 | +37.1% | 941,000 | -99.0% | 1.35% | +34.3% |
| FOLD | Buy | AMICUS THERAPEUTICS INC | $106,370,000 | +32.7% | 7,072,500 | +26.9% | 1.32% | +30.1% |
| BOLD | Sell | AUDENTES THERAPEUTICS INC | $105,839,000 | -18.0% | 3,522,100 | -14.7% | 1.31% | -19.6% |
| DVA | Buy | DAVITA INC | $102,840,000 | +198.2% | 1,559,600 | +226.7% | 1.28% | +192.4% |
| AERI | Buy | AERIE PHARMACEUTICALS INC | $102,212,000 | +28.7% | 1,884,100 | +41.7% | 1.27% | +26.1% |
| THC | New | TENET HEALTHCARE CORP | $101,591,000 | – | 4,189,300 | +100.0% | 1.26% | – |
| SHPG | Buy | SHIRE PLCsponsored adr | $97,150,000 | +129.8% | 650,308 | +138.6% | 1.20% | +125.2% |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $93,767,000 | +111.2% | 5,548,326 | 0.0% | 1.16% | +107.3% | |
| UHS | Buy | UNIVERSAL HLTH SVCS INCcl b | $91,519,000 | +361.9% | 772,900 | +342.2% | 1.14% | +352.2% |
| SEM | SELECT MED HLDGS CORP | $87,530,000 | -2.3% | 5,074,200 | 0.0% | 1.08% | -4.2% | |
| IMMU | Sell | IMMUNOMEDICS INC | $83,434,000 | -39.0% | 5,710,774 | -32.5% | 1.03% | -40.2% |
| TMO | THERMO FISHER SCIENTIFIC INC | $80,396,000 | +8.7% | 389,400 | 0.0% | 1.00% | +6.6% | |
| ARRY | Sell | ARRAY BIOPHARMA INC | $79,983,000 | -18.0% | 4,900,900 | -35.7% | 0.99% | -19.6% |
| AMGN | Sell | AMGEN INC | $75,916,000 | -66.3% | 445,310 | -65.7% | 0.94% | -67.0% |
| MYL | MYLAN N V | $75,518,000 | -2.7% | 1,834,300 | 0.0% | 0.94% | -4.7% | |
| ACAD | Buy | ACADIA PHARMACEUTICALS INC | $75,066,000 | +193.6% | 3,340,700 | +293.4% | 0.93% | +188.2% |
| XTNT | New | XTANT MED HLDGS INC | $72,643,000 | – | 9,207,012 | +100.0% | 0.90% | – |
| GBT | Sell | GLOBAL BLOOD THERAPEUTICS IN | $70,833,000 | -16.6% | 1,466,530 | -32.0% | 0.88% | -18.2% |
| CRVS | Buy | CORVUS PHARMACEUTICALS INC | $68,806,000 | +23.5% | 5,967,584 | +10.9% | 0.85% | +21.0% |
| ILMN | Sell | ILLUMINA INC | $67,261,000 | -6.3% | 284,500 | -13.4% | 0.83% | -8.1% |
| INSM | Buy | INSMED INC | $65,936,000 | +41.3% | 2,927,891 | +95.6% | 0.82% | +38.6% |
| VRAY | VIEWRAY INC | $60,819,000 | -30.6% | 9,458,567 | 0.0% | 0.75% | -31.9% | |
| MGLN | Sell | MAGELLAN HEALTH INC | $60,388,000 | -26.9% | 563,843 | -34.1% | 0.75% | -28.3% |
| BGNE | Sell | BEIGENE LTDsponsored adr | $59,623,000 | -41.4% | 354,900 | -65.9% | 0.74% | -42.6% |
| JNJ | JOHNSON & JOHNSON | $59,628,000 | -8.3% | 465,300 | 0.0% | 0.74% | -10.1% | |
| BLUE | Sell | BLUEBIRD BIO INC | $59,011,000 | -13.7% | 345,600 | -10.0% | 0.73% | -15.4% |
| RYTM | RHYTHM PHARMACEUTICALS INC | $57,736,000 | +32.7% | 2,901,295 | 0.0% | 0.72% | +30.2% | |
| KALA | Buy | KALA PHARMACEUTICALS INC | $54,579,000 | +24.3% | 3,447,840 | +45.2% | 0.68% | +21.8% |
| GLPG | GALAPAGOS NVspon adr | $48,582,000 | +6.4% | 486,990 | 0.0% | 0.60% | +4.2% | |
| HCA | New | HCA HEALTHCARE INC | $46,793,000 | – | 482,400 | +100.0% | 0.58% | – |
| TORC | New | RESTORBIO INC | $46,275,000 | – | 4,830,387 | +100.0% | 0.57% | – |
| IRWD | Sell | IRONWOOD PHARMACEUTICALS INC | $45,198,000 | -33.4% | 2,929,250 | -35.3% | 0.56% | -34.7% |
| ASNS | ARSANIS INC | $42,781,000 | +79.4% | 1,868,966 | 0.0% | 0.53% | +75.5% | |
| LPNT | New | LIFEPOINT HEALTH INC | $42,433,000 | – | 902,825 | +100.0% | 0.53% | – |
| SCPH | SCPHARMACEUTICALS INC | $42,282,000 | +2.6% | 3,409,865 | 0.0% | 0.52% | +0.6% | |
| ISRG | Sell | INTUITIVE SURGICAL INC | $42,109,000 | -24.9% | 102,000 | -33.6% | 0.52% | -26.4% |
| ARGX | ARGENX SEsponsored adr | $40,220,000 | +27.4% | 500,000 | 0.0% | 0.50% | +25.1% | |
| SYK | Sell | STRYKER CORP | $38,025,000 | -14.1% | 236,300 | -17.4% | 0.47% | -15.9% |
| PIRS | Sell | PIERIS PHARMACEUTICALS INC | $37,851,000 | -30.9% | 5,550,000 | -23.5% | 0.47% | -32.3% |
| ASMB | Sell | ASSEMBLY BIOSCIENCES INC | $35,438,000 | -34.6% | 721,166 | -39.8% | 0.44% | -36.0% |
| OBSV | OBSEVA SA | $35,162,000 | +38.3% | 2,605,531 | 0.0% | 0.44% | +35.4% | |
| PFE | PFIZER INC | $34,851,000 | -2.0% | 982,000 | 0.0% | 0.43% | -4.0% | |
| EVHC | ENVISION HEALTHCARE CORP | $33,642,000 | +11.2% | 875,400 | 0.0% | 0.42% | +8.9% | |
| CI | Sell | CIGNA CORPORATION | $32,256,000 | -83.6% | 192,300 | -80.2% | 0.40% | -83.9% |
| HRTX | Buy | HERON THERAPEUTICS INC | $31,458,000 | +167.4% | 1,139,800 | +75.4% | 0.39% | +161.7% |
| DCPH | Buy | DECIPHERA PHARMACEUTICALS IN | $30,719,000 | +15.2% | 1,532,900 | +30.3% | 0.38% | +13.1% |
| TFX | New | TELEFLEX INC | $29,833,000 | – | 117,000 | +100.0% | 0.37% | – |
| GILD | Sell | GILEAD SCIENCES INC | $27,487,000 | -26.4% | 364,600 | -30.1% | 0.34% | -27.9% |
| RDUS | Sell | RADIUS HEALTH INC | $27,419,000 | -37.1% | 762,900 | -44.4% | 0.34% | -38.3% |
| ALPN | ALPINE IMMUNE SCIENCES INC | $26,388,000 | -28.6% | 3,298,516 | 0.0% | 0.33% | -30.0% | |
| EHTH | EHEALTH INC | $26,255,000 | -17.6% | 1,834,700 | 0.0% | 0.33% | -19.1% | |
| VRNA | VERONA PHARMA PLCsponsored ads | $25,008,000 | +68.5% | 1,250,396 | 0.0% | 0.31% | +64.9% | |
| SVA | SINOVAC BIOTECH LTD | $24,448,000 | +9.3% | 2,839,500 | 0.0% | 0.30% | +7.1% | |
| SRPT | Buy | SAREPTA THERAPEUTICS INC | $23,827,000 | +330.8% | 321,600 | +223.5% | 0.30% | +321.4% |
| ABT | New | ABBOTT LABS | $23,614,000 | – | 394,100 | +100.0% | 0.29% | – |
| New | INSMED INCnote 1.750% 1/1 | $23,485,000 | – | 26,500,000 | +100.0% | 0.29% | – | |
| NTLA | Sell | INTELLIA THERAPEUTICS INC | $23,473,000 | -47.8% | 1,113,000 | -52.4% | 0.29% | -48.8% |
| INSYQ | Sell | INSYS THERAPEUTICS INC NEW | $21,210,000 | -59.2% | 3,511,544 | -35.1% | 0.26% | -60.0% |
| MD | New | MEDNAX INC | $20,583,000 | – | 370,000 | +100.0% | 0.26% | – |
| NABRIVA THERAPEUTICS PLC | $19,716,000 | -15.9% | 3,919,600 | 0.0% | 0.24% | -17.6% | ||
| CTIC | CTI BIOPHARMA CORP | $19,500,000 | +45.5% | 5,000,000 | 0.0% | 0.24% | +43.2% | |
| SYBX | Buy | SYNLOGIC INC | $19,041,000 | +49.3% | 2,029,996 | +54.4% | 0.24% | +46.6% |
| SELB | SELECTA BIOSCIENCES INC | $18,778,000 | +3.9% | 1,842,797 | 0.0% | 0.23% | +1.7% | |
| XNCR | Sell | XENCOR INC | $18,363,000 | -18.0% | 612,500 | -40.1% | 0.23% | -19.4% |
| NVO | NOVO-NORDISK A Sadr | $16,253,000 | -8.2% | 330,000 | 0.0% | 0.20% | -9.8% | |
| CHRS | Sell | COHERUS BIOSCIENCES INC | $16,208,000 | +25.2% | 1,466,800 | -0.3% | 0.20% | +22.6% |
| KTWO | New | K2M GROUP HLDGS INC | $15,979,000 | – | 843,205 | +100.0% | 0.20% | – |
| IMGN | Sell | IMMUNOGEN INC | $15,825,000 | -12.9% | 1,504,270 | -46.9% | 0.20% | -14.8% |
| GTS | New | TRIPLE-S MGMT CORPcl b | $14,795,000 | – | 566,000 | +100.0% | 0.18% | – |
| NTRA | NATERA INC | $14,611,000 | +3.1% | 1,576,190 | 0.0% | 0.18% | +1.1% | |
| AGLE | AEGLEA BIOTHERAPEUTICS INC | $14,578,000 | +83.4% | 1,469,524 | 0.0% | 0.18% | +79.2% | |
| RCKT | New | ROCKET PHARMACEUTICALS INC | $14,531,000 | – | 775,000 | +100.0% | 0.18% | – |
| ZLAB | ZAI LAB LTDadr | $14,052,000 | +0.6% | 658,160 | 0.0% | 0.17% | -1.7% | |
| STDY | STEADYMED LTD | $13,800,000 | -12.2% | 4,246,196 | 0.0% | 0.17% | -14.1% | |
| NVUS | NOVUS THERAPEUTICS INC | $12,787,000 | +24.1% | 2,537,110 | 0.0% | 0.16% | +22.3% | |
| BMY | New | BRISTOL MYERS SQUIBB COcall | $12,650,000 | – | 200,000 | +100.0% | 0.16% | – |
| AMED | AMEDISYS INC | $12,521,000 | +14.5% | 207,500 | 0.0% | 0.16% | +12.3% | |
| AEGERION PHARMACEUTICALS INCnote 2.000% 8/1 | $12,040,000 | +0.3% | 15,000,000 | 0.0% | 0.15% | -2.0% | ||
| WMGIZ | WRIGHT MED GROUP N Vright 03/01/2019 | $11,983,000 | -9.3% | 8,746,583 | 0.0% | 0.15% | -10.8% | |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $11,796,000 | +31.5% | 145,500 | +44.6% | 0.15% | +29.2% |
| XRAY | New | DENTSPLY SIRONA INC | $11,320,000 | – | 225,000 | +100.0% | 0.14% | – |
| MYL | New | MYLAN N Vcall | $10,293,000 | – | 250,000 | +100.0% | 0.13% | – |
| NVO | New | NOVO-NORDISK A Scall | $9,850,000 | – | 200,000 | +100.0% | 0.12% | – |
| ADAP | Sell | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $9,732,000 | -23.9% | 866,593 | -54.7% | 0.12% | -25.3% |
| DBVT | Sell | DBV TECHNOLOGIES S Asponsored adr | $9,475,000 | -33.4% | 410,700 | -29.0% | 0.12% | -35.0% |
| FLDM | FLUIDIGM CORP DEL | $9,249,000 | -0.8% | 1,583,700 | 0.0% | 0.12% | -2.5% | |
| FLUIDIGM CORP DELnote 2.750% 2/0 | $8,475,000 | +2.1% | 10,000,000 | 0.0% | 0.10% | 0.0% | ||
| ALKS | ALKERMES PLC | $8,404,000 | +5.9% | 145,000 | 0.0% | 0.10% | +4.0% | |
| GWPH | Buy | GW PHARMACEUTICALS PLCads | $8,338,000 | +42.3% | 74,000 | +66.7% | 0.10% | +39.2% |
| ATNX | New | ATHENEX INC | $7,314,000 | – | 430,000 | +100.0% | 0.09% | – |
| NVTA | INVITAE CORP | $7,120,000 | -48.3% | 1,518,197 | 0.0% | 0.09% | -49.4% | |
| INOTEK PHARMACEUTICALS CORPnote 5.750% 8/0 | $6,772,000 | +14.4% | 7,000,000 | 0.0% | 0.08% | +12.0% | ||
| KIDS | ORTHOPEDIATRICS CORP | $6,404,000 | -21.5% | 425,200 | 0.0% | 0.08% | -23.3% | |
| SNDX | SYNDAX PHARMACEUTICALS INC | $6,219,000 | +62.5% | 437,000 | 0.0% | 0.08% | +60.4% | |
| NBIX | New | NEUROCRINE BIOSCIENCES INC | $6,220,000 | – | 75,000 | +100.0% | 0.08% | – |
| FOMX | New | FOAMIX PHARMACEUTICALS LTD | $5,643,000 | – | 1,100,000 | +100.0% | 0.07% | – |
| ALXN | New | ALEXION PHARMACEUTICALS INCcall | $5,573,000 | – | 50,000 | +100.0% | 0.07% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $4,772,000 | – | 104,401 | +100.0% | 0.06% | – |
| SRRA | Sell | SIERRA ONCOLOGY INC | $4,562,000 | -61.8% | 2,203,704 | -31.2% | 0.06% | -62.3% |
| PRQR | PROQR THRAPEUTICS N V | $4,007,000 | -4.6% | 1,302,955 | 0.0% | 0.05% | -5.7% | |
| TSRO | TESARO INC | $3,844,000 | -31.1% | 67,281 | 0.0% | 0.05% | -32.4% | |
| SRPT | SAREPTA THERAPEUTICS INCcall | $3,705,000 | +33.2% | 50,000 | 0.0% | 0.05% | +31.4% | |
| CLVS | New | CLOVIS ONCOLOGY INCcall | $3,432,000 | – | 65,000 | +100.0% | 0.04% | – |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDput | $3,418,000 | – | 200,000 | +100.0% | 0.04% | – |
| EXEL | New | EXELIXIS INCcall | $3,323,000 | – | 150,000 | +100.0% | 0.04% | – |
| AUPH | Sell | AURINIA PHARMACEUTICALS INC | $3,250,000 | -60.1% | 626,275 | -65.2% | 0.04% | -61.2% |
| XENE | XENON PHARMACEUTICALS INC | $3,111,000 | +73.5% | 634,812 | 0.0% | 0.04% | +69.6% | |
| RDHL | REDHILL BIOPHARMA LTDsponsored ads | $2,909,000 | +0.2% | 564,900 | 0.0% | 0.04% | -2.7% | |
| IRWD | Sell | IRONWOOD PHARMACEUTICALS INCcall | $2,315,000 | -61.4% | 150,000 | -62.5% | 0.03% | -61.8% |
| MRNS | MARINUS PHARMACEUTICALS INC | $2,168,000 | -53.2% | 567,600 | 0.0% | 0.03% | -54.2% | |
| BHVN | New | BIOHAVEN PHARMACTL HLDG CO Lput | $1,288,000 | – | 50,000 | +100.0% | 0.02% | – |
| BLRX | BIOLINERX LTDsponsored adr | $904,000 | -20.1% | 1,038,600 | 0.0% | 0.01% | -21.4% | |
| FOMX | New | FOAMIX PHARMACEUTICALS LTDcall | $770,000 | – | 150,000 | +100.0% | 0.01% | – |
| MCRB | Sell | SERES THERAPEUTICS INC | $699,000 | -68.6% | 95,214 | -56.6% | 0.01% | -67.9% |
| AFMD | AFFIMED N V | $604,000 | +42.1% | 326,650 | 0.0% | 0.01% | +40.0% | |
| BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $553,000 | -6.9% | 500,000 | 0.0% | 0.01% | -12.5% | ||
| BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1 | $515,000 | -4.6% | 500,000 | 0.0% | 0.01% | -14.3% | ||
| NVLNF | NOVELION THERAPEUTICS INC | $350,000 | +12.2% | 100,000 | 0.0% | 0.00% | 0.0% | |
| ALIM | ALIMERA SCIENCES INC | $258,000 | -22.5% | 250,000 | 0.0% | 0.00% | -25.0% | |
| MDGS | MEDIGUS LTDsponsord adr new | $76,000 | -3.8% | 60,000 | 0.0% | 0.00% | 0.0% | |
| XTNT | Exit | XTANT MED HLDGS INC | $0 | – | -4,754,386 | -100.0% | -0.00% | – |
| VRX | Exit | VALEANT PHARMACEUTICALS INTL | $0 | – | -76,800 | -100.0% | -0.02% | – |
| Exit | OREXIGEN THERAPEUTICS INCnote 2.750%12/0 | $0 | – | -5,210,000 | -100.0% | -0.02% | – | |
| ENDP | Exit | ENDO INTL PLC | $0 | – | -1,024,386 | -100.0% | -0.10% | – |
| NUVA | Exit | NUVASIVE INC | $0 | – | -220,700 | -100.0% | -0.16% | – |
| VNDA | Exit | VANDA PHARMACEUTICALS INC | $0 | – | -967,859 | -100.0% | -0.19% | – |
| CELG | Exit | CELGENE CORPcall | $0 | – | -150,000 | -100.0% | -0.20% | – |
| MNTA | Exit | MOMENTA PHARMACEUTICALS INC | $0 | – | -1,125,900 | -100.0% | -0.20% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -254,200 | -100.0% | -0.26% | – |
| GKOS | Exit | GLAUKOS CORP | $0 | – | -836,500 | -100.0% | -0.27% | – |
| ACHN | Exit | ACHILLION PHARMACEUTICALS IN | $0 | – | -8,170,973 | -100.0% | -0.30% | – |
| DERM | Exit | DERMIRA INC | $0 | – | -1,181,168 | -100.0% | -0.42% | – |
| IART | Exit | INTEGRA LIFESCIENCES HLDGS C | $0 | – | -711,710 | -100.0% | -0.43% | – |
| AGNPRA | Exit | ALLERGAN PLC5.5% cnv pfd a | $0 | – | -71,700 | -100.0% | -0.53% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -239,500 | -100.0% | -0.67% | – |
| AET | Exit | AETNA INC NEW | $0 | – | -447,552 | -100.0% | -1.02% | – |
| JUNO | Exit | JUNO THERAPEUTICS INC | $0 | – | -1,835,188 | -100.0% | -1.06% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -658,718 | -100.0% | -1.88% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -2,288,000 | -100.0% | -2.44% | – |
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 2018-05-15
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.