$8.38 Billion is the total value of Orbimed Advisors's 147 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 24.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $387,919,000 | +6.5% | 3,124,603 | -4.4% | 4.63% | +2.4% |
| BIIB | Buy | BIOGEN INC | $338,971,000 | +19.0% | 1,167,900 | +12.3% | 4.04% | +14.5% |
| TCDA | New | TRICIDA INC | $325,589,000 | – | 10,889,280 | +100.0% | 3.88% | – |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $313,093,000 | +10.4% | 9,574,695 | -7.7% | 3.73% | +6.2% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $304,670,000 | +0.8% | 1,792,600 | -3.3% | 3.63% | -3.0% |
| ASND | Buy | ASCENDIS PHARMA A Ssponsored adr | $293,572,000 | +33.3% | 4,413,291 | +31.1% | 3.50% | +28.2% |
| MRK | Sell | MERCK & CO INC | $284,076,000 | -1.4% | 4,680,000 | -11.5% | 3.39% | -5.1% |
| AGN | Buy | ALLERGAN PLC | $214,436,000 | +83.7% | 1,286,205 | +85.4% | 2.56% | +76.8% |
| CELG | Sell | CELGENE CORP | $204,161,000 | -13.1% | 2,570,650 | -2.4% | 2.44% | -16.4% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $179,209,000 | +14.1% | 1,040,100 | 0.0% | 2.14% | +9.8% | |
| WMGI | Sell | WRIGHT MED GROUP N V | $164,136,000 | +20.7% | 6,322,668 | -7.7% | 1.96% | +16.1% |
| PBYI | Buy | PUMA BIOTECHNOLOGY INC | $161,650,000 | -10.1% | 2,732,881 | +3.5% | 1.93% | -13.5% |
| CMTA | CLEMENTIA PHARMACEUTICALS IN | $137,196,000 | -13.1% | 10,425,225 | 0.0% | 1.64% | -16.4% | |
| MYL | Buy | MYLAN N V | $133,819,000 | +77.2% | 3,702,800 | +101.9% | 1.60% | +70.5% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $131,726,000 | -43.3% | 2,380,300 | -35.2% | 1.57% | -45.5% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $128,509,000 | -61.2% | 372,500 | -61.3% | 1.53% | -62.7% |
| AERI | AERIE PHARMACEUTICALS INC | $127,271,000 | +24.5% | 1,884,100 | 0.0% | 1.52% | +19.8% | |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $126,777,000 | -11.3% | 870,900 | -15.0% | 1.51% | -14.7% |
| ANTM | New | ANTHEM INC | $126,584,000 | – | 531,800 | +100.0% | 1.51% | – |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $124,685,000 | -17.3% | 1,265,966 | 0.0% | 1.49% | -20.4% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $120,866,000 | +50.3% | 583,500 | +49.8% | 1.44% | +44.6% |
| DVA | Buy | DAVITA INC | $117,312,000 | +14.1% | 1,689,400 | +8.3% | 1.40% | +9.7% |
| IMMU | Sell | IMMUNOMEDICS INC | $117,038,000 | +40.3% | 4,944,573 | -13.4% | 1.40% | +35.0% |
| A | Sell | AGILENT TECHNOLOGIES INC | $116,575,000 | -38.6% | 1,885,100 | -33.6% | 1.39% | -40.9% |
| FOLD | AMICUS THERAPEUTICS INC | $110,472,000 | +3.9% | 7,072,500 | 0.0% | 1.32% | -0.1% | |
| CLVS | CLOVIS ONCOLOGY INC | $105,985,000 | -13.9% | 2,330,870 | 0.0% | 1.26% | -17.2% | |
| XRAY | Buy | DENTSPLY SIRONA INC | $104,763,000 | +825.5% | 2,393,500 | +963.8% | 1.25% | +792.1% |
| NVRO | NEVRO CORP | $100,618,000 | -7.9% | 1,260,091 | 0.0% | 1.20% | -11.4% | |
| BOLD | Sell | AUDENTES THERAPEUTICS INC | $99,919,000 | -5.6% | 2,615,000 | -25.8% | 1.19% | -9.1% |
| LOXO | Sell | LOXO ONCOLOGY INC | $93,332,000 | -14.0% | 538,000 | -42.8% | 1.11% | -17.3% |
| SEM | SELECT MED HLDGS CORP | $92,097,000 | +5.2% | 5,074,200 | 0.0% | 1.10% | +1.2% | |
| JNJ | Buy | JOHNSON & JOHNSON | $91,733,000 | +53.8% | 756,000 | +62.5% | 1.09% | +48.0% |
| INSP | New | INSPIRE MED SYS INC | $87,161,000 | – | 2,444,221 | +100.0% | 1.04% | – |
| ARRY | ARRAY BIOPHARMA INC | $82,237,000 | +2.8% | 4,900,900 | 0.0% | 0.98% | -1.1% | |
| ILMN | ILLUMINA INC | $79,458,000 | +18.1% | 284,500 | 0.0% | 0.95% | +13.7% | |
| DCPH | Buy | DECIPHERA PHARMACEUTICALS IN | $78,924,000 | +156.9% | 2,005,700 | +30.8% | 0.94% | +147.0% |
| BLUE | Buy | BLUEBIRD BIO INC | $76,623,000 | +29.8% | 488,200 | +41.3% | 0.91% | +24.9% |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $71,019,000 | -24.3% | 5,548,326 | 0.0% | 0.85% | -27.2% | |
| INSM | INSMED INC | $69,245,000 | +5.0% | 2,927,891 | 0.0% | 0.83% | +1.0% | |
| VRAY | VIEWRAY INC | $65,453,000 | +7.6% | 9,458,567 | 0.0% | 0.78% | +3.6% | |
| CRVS | CORVUS PHARMACEUTICALS INC | $65,524,000 | -4.8% | 5,967,584 | 0.0% | 0.78% | -8.4% | |
| ACAD | Buy | ACADIA PHARMACEUTICALS INC | $65,392,000 | -12.9% | 4,282,400 | +28.2% | 0.78% | -16.2% |
| RYTM | Sell | RHYTHM PHARMACEUTICALS INC | $64,552,000 | +11.8% | 2,065,000 | -28.8% | 0.77% | +7.5% |
| SHPG | Sell | SHIRE PLCsponsored adr | $60,195,000 | -38.0% | 356,608 | -45.2% | 0.72% | -40.4% |
| SRPT | Buy | SAREPTA THERAPEUTICS INC | $59,825,000 | +151.1% | 452,600 | +40.7% | 0.71% | +142.0% |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $56,007,000 | +23.9% | 2,929,250 | 0.0% | 0.67% | +19.3% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $52,872,000 | +25.6% | 110,500 | +8.3% | 0.63% | +20.9% |
| UHS | Sell | UNIVERSAL HLTH SVCS INCcl b | $51,630,000 | -43.6% | 463,300 | -40.1% | 0.62% | -45.7% |
| HRTX | Buy | HERON THERAPEUTICS INC | $51,092,000 | +62.4% | 1,315,100 | +15.4% | 0.61% | +56.2% |
| XTNT | XTANT MED HLDGS INC | $51,099,000 | -29.7% | 9,207,012 | 0.0% | 0.61% | -32.4% | |
| TFX | Buy | TELEFLEX INC | $51,067,000 | +71.2% | 190,400 | +62.7% | 0.61% | +64.6% |
| ARGX | Buy | ARGENX SEsponsored adr | $49,658,000 | +23.5% | 599,300 | +19.9% | 0.59% | +18.6% |
| KALA | KALA PHARMACEUTICALS INC | $47,339,000 | -13.3% | 3,447,840 | 0.0% | 0.56% | -16.5% | |
| GLPG | GALAPAGOS NVspon adr | $44,891,000 | -7.6% | 486,990 | 0.0% | 0.54% | -11.1% | |
| TORC | RESTORBIO INC | $44,198,000 | -4.5% | 4,830,387 | 0.0% | 0.53% | -8.2% | |
| EHTH | EHEALTH INC | $40,547,000 | +54.4% | 1,834,700 | 0.0% | 0.48% | +48.5% | |
| BGNE | Sell | BEIGENE LTDsponsored adr | $40,185,000 | -32.6% | 261,400 | -26.3% | 0.48% | -35.2% |
| OBSV | OBSEVA SA | $39,448,000 | +12.2% | 2,605,531 | 0.0% | 0.47% | +7.8% | |
| ZLAB | Buy | ZAI LAB LTDadr | $37,456,000 | +166.6% | 1,611,000 | +144.8% | 0.45% | +156.9% |
| MD | Buy | MEDNAX INC | $37,333,000 | +81.4% | 862,600 | +133.1% | 0.44% | +74.5% |
| TNDM | New | TANDEM DIABETES CARE INC | $37,192,000 | – | 1,689,000 | +100.0% | 0.44% | – |
| CI | Buy | CIGNA CORPORATION | $36,505,000 | +13.2% | 214,800 | +11.7% | 0.44% | +8.8% |
| EXEL | New | EXELIXIS INC | $36,179,000 | – | 1,681,200 | +100.0% | 0.43% | – |
| PFE | PFIZER INC | $35,627,000 | +2.2% | 982,000 | 0.0% | 0.42% | -1.6% | |
| UNH | New | UNITEDHEALTH GROUP INC | $30,250,000 | – | 123,300 | +100.0% | 0.36% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INCcall | $29,743,000 | – | 175,000 | +100.0% | 0.36% | – |
| INCY | New | INCYTE CORP | $29,346,000 | – | 438,000 | +100.0% | 0.35% | – |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $29,157,000 | +511.0% | 496,200 | +375.3% | 0.35% | +489.8% |
| VRCA | New | VERRICA PHARMACEUTICALS INC | $29,195,000 | – | 1,479,733 | +100.0% | 0.35% | – |
| ASMB | ASSEMBLY BIOSCIENCES INC | $28,277,000 | -20.2% | 721,166 | 0.0% | 0.34% | -23.2% | |
| IMGN | Buy | IMMUNOGEN INC | $28,259,000 | +78.6% | 2,904,270 | +93.1% | 0.34% | +71.9% |
| GILD | GILEAD SCIENCES INC | $25,828,000 | -6.0% | 364,600 | 0.0% | 0.31% | -9.7% | |
| INSYQ | INSYS THERAPEUTICS INC NEW | $25,424,000 | +19.9% | 3,511,544 | 0.0% | 0.30% | +15.2% | |
| LPNT | Sell | LIFEPOINT HEALTH INC | $25,044,000 | -41.0% | 513,200 | -43.2% | 0.30% | -43.2% |
| ALPN | ALPINE IMMUNE SCIENCES INC | $24,970,000 | -5.4% | 3,298,516 | 0.0% | 0.30% | -8.9% | |
| CTIC | CTI BIOPHARMA CORP | $24,900,000 | +27.7% | 5,000,000 | 0.0% | 0.30% | +22.7% | |
| SELB | SELECTA BIOSCIENCES INC | $24,417,000 | +30.0% | 1,842,797 | 0.0% | 0.29% | +24.9% | |
| HCA | Sell | HCA HEALTHCARE INC | $24,347,000 | -48.0% | 237,300 | -50.8% | 0.29% | -50.0% |
| INSMED INCnote 1.750% 1/1 | $24,253,000 | +3.3% | 26,500,000 | 0.0% | 0.29% | -0.7% | ||
| SYK | Sell | STRYKER CORP | $24,215,000 | -36.3% | 143,400 | -39.3% | 0.29% | -38.6% |
| MGLN | Sell | MAGELLAN HEALTH INC | $24,120,000 | -60.1% | 251,383 | -55.4% | 0.29% | -61.5% |
| ABT | ABBOTT LABS | $24,036,000 | +1.8% | 394,100 | 0.0% | 0.29% | -2.0% | |
| NTLA | Sell | INTELLIA THERAPEUTICS INC | $23,967,000 | +2.1% | 876,000 | -21.3% | 0.29% | -1.7% |
| AMGN | Sell | AMGEN INC | $22,908,000 | -69.8% | 124,100 | -72.1% | 0.27% | -71.0% |
| RDUS | RADIUS HEALTH INC | $22,483,000 | -18.0% | 762,900 | 0.0% | 0.27% | -21.2% | |
| HUM | New | HUMANA INC | $21,608,000 | – | 72,600 | +100.0% | 0.26% | – |
| ARPO | New | AERPIO PHARMACEUTICALS INC | $21,555,000 | – | 5,193,946 | +100.0% | 0.26% | – |
| SVA | SINOVAC BIOTECH LTD | $21,183,000 | -13.4% | 2,839,500 | 0.0% | 0.25% | -16.5% | |
| CHRS | Buy | COHERUS BIOSCIENCES INC | $20,727,000 | +27.9% | 1,480,482 | +0.9% | 0.25% | +22.9% |
| GBT | Sell | GLOBAL BLOOD THERAPEUTICS IN | $20,217,000 | -71.5% | 447,275 | -69.5% | 0.24% | -72.6% |
| FOMX | Buy | FOAMIX PHARMACEUTICALS LTD | $20,240,000 | +258.7% | 4,040,000 | +267.3% | 0.24% | +244.3% |
| SYBX | SYNLOGIC INC | $19,955,000 | +4.8% | 2,029,996 | 0.0% | 0.24% | +0.8% | |
| AGLE | Buy | AEGLEA BIOTHERAPEUTICS INC | $19,737,000 | +35.4% | 1,865,524 | +26.9% | 0.24% | +29.8% |
| SCPH | SCPHARMACEUTICALS INC | $19,300,000 | -54.4% | 3,409,865 | 0.0% | 0.23% | -56.1% | |
| STDY | STEADYMED LTD | $19,108,000 | +38.5% | 4,246,196 | 0.0% | 0.23% | +33.3% | |
| KTWO | K2M GROUP HLDGS INC | $18,972,000 | +18.7% | 843,205 | 0.0% | 0.23% | +14.1% | |
| NTRA | Sell | NATERA INC | $18,520,000 | +26.8% | 984,086 | -37.6% | 0.22% | +22.1% |
| NVUS | NOVUS THERAPEUTICS INC | $17,760,000 | +38.9% | 2,537,110 | 0.0% | 0.21% | +33.3% | |
| VRNA | VERONA PHARMA PLCsponsored ads | $17,080,000 | -31.7% | 1,250,396 | 0.0% | 0.20% | -34.2% | |
| PIRS | Sell | PIERIS PHARMACEUTICALS INC | $15,920,000 | -57.9% | 3,140,000 | -43.4% | 0.19% | -59.5% |
| NVO | NOVO-NORDISK A Sadr | $15,220,000 | -6.4% | 330,000 | 0.0% | 0.18% | -9.9% | |
| RCKT | ROCKET PHARMACEUTICALS INC | $15,213,000 | +4.7% | 775,000 | 0.0% | 0.18% | +0.6% | |
| AMED | Sell | AMEDISYS INC | $14,622,000 | +16.8% | 171,100 | -17.5% | 0.17% | +12.3% |
| NABRIVA THERAPEUTICS PLC | $13,640,000 | -30.8% | 3,919,600 | 0.0% | 0.16% | -33.2% | ||
| NBIX | Buy | NEUROCRINE BIOSCIENCES INC | $13,537,000 | +117.6% | 137,800 | +83.7% | 0.16% | +109.1% |
| THC | Sell | TENET HEALTHCARE CORP | $12,518,000 | -87.7% | 372,900 | -91.1% | 0.15% | -88.2% |
| GTS | Sell | TRIPLE-S MGMT CORPcl b | $11,359,000 | -23.2% | 290,800 | -48.6% | 0.14% | -26.2% |
| WMGIZ | WRIGHT MED GROUP N Vright 03/01/2019 | $11,196,000 | -6.6% | 8,746,583 | 0.0% | 0.13% | -10.1% | |
| NVTA | INVITAE CORP | $11,159,000 | +56.7% | 1,518,197 | 0.0% | 0.13% | +51.1% | |
| AEGERION PHARMACEUTICALS INCnote 2.000% 8/1 | $9,718,000 | -19.3% | 15,000,000 | 0.0% | 0.12% | -22.1% | ||
| DERM | New | DERMIRA INC | $9,491,000 | – | 1,031,596 | +100.0% | 0.11% | – |
| PRQR | PROQR THRAPEUTICS N V | $9,512,000 | +137.4% | 1,302,955 | 0.0% | 0.11% | +126.0% | |
| FLDM | FLUIDIGM CORP DEL | $9,439,000 | +2.1% | 1,583,700 | 0.0% | 0.11% | -1.7% | |
| ALXN | Buy | ALEXION PHARMACEUTICALS INCcall | $8,691,000 | +55.9% | 70,000 | +40.0% | 0.10% | +50.7% |
| FLUIDIGM CORP DELnote 2.750% 2/0 | $8,093,000 | -4.5% | 10,000,000 | 0.0% | 0.10% | -7.6% | ||
| ATNX | ATHENEX INC | $8,024,000 | +9.7% | 430,000 | 0.0% | 0.10% | +5.5% | |
| ADAP | Sell | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $7,912,000 | -18.7% | 666,593 | -23.1% | 0.09% | -22.3% |
| DBVT | DBV TECHNOLOGIES S Asponsored adr | $7,922,000 | -16.4% | 410,700 | 0.0% | 0.09% | -19.7% | |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $7,206,000 | -38.9% | 76,500 | -47.4% | 0.09% | -41.1% |
| INOTEK PHARMACEUTICALS CORPnote 5.750% 8/0 | $7,214,000 | +6.5% | 7,000,000 | 0.0% | 0.09% | +2.4% | ||
| AVRO | New | AVROBIO INC | $7,140,000 | – | 250,000 | +100.0% | 0.08% | – |
| ASNS | ARSANIS INC | $6,784,000 | -84.1% | 1,868,966 | 0.0% | 0.08% | -84.7% | |
| BMRN | New | BIOMARIN PHARMACEUTICAL INCcall | $6,594,000 | – | 70,000 | +100.0% | 0.08% | – |
| ECOR | New | ELECTROCORE INC | $6,568,000 | – | 397,826 | +100.0% | 0.08% | – |
| ALKS | ALKERMES PLC | $5,968,000 | -29.0% | 145,000 | 0.0% | 0.07% | -31.7% | |
| XENE | XENON PHARMACEUTICALS INC | $5,840,000 | +87.7% | 634,812 | 0.0% | 0.07% | +79.5% | |
| RARE | New | ULTRAGENYX PHARMACEUTICAL IN | $5,197,000 | – | 67,605 | +100.0% | 0.06% | – |
| RDHL | REDHILL BIOPHARMA LTDsponsored ads | $4,819,000 | +65.7% | 564,900 | 0.0% | 0.06% | +58.3% | |
| CLVS | Buy | CLOVIS ONCOLOGY INCcall | $4,547,000 | +32.5% | 100,000 | +53.8% | 0.05% | +25.6% |
| MRNS | MARINUS PHARMACEUTICALS INC | $4,013,000 | +85.1% | 567,600 | 0.0% | 0.05% | +77.8% | |
| STIM | New | NEURONETICS INC | $3,992,000 | – | 150,000 | +100.0% | 0.05% | – |
| SRRA | Sell | SIERRA ONCOLOGY INC | $3,751,000 | -17.8% | 1,267,104 | -42.5% | 0.04% | -21.1% |
| KIDS | Sell | ORTHOPEDIATRICS CORP | $3,647,000 | -43.1% | 136,900 | -67.8% | 0.04% | -45.6% |
| AKRXQ | New | AKORN INCcall | $3,318,000 | – | 200,000 | +100.0% | 0.04% | – |
| SNDX | SYNDAX PHARMACEUTICALS INC | $3,068,000 | -50.7% | 437,000 | 0.0% | 0.04% | -51.9% | |
| TSRO | TESARO INC | $2,992,000 | -22.2% | 67,281 | 0.0% | 0.04% | -25.0% | |
| GWPH | Sell | GW PHARMACEUTICALS PLCads | $2,930,000 | -64.9% | 21,000 | -71.6% | 0.04% | -66.0% |
| IRWD | IRONWOOD PHARMACEUTICALS INCcall | $2,868,000 | +23.9% | 150,000 | 0.0% | 0.03% | +17.2% | |
| ADMS | New | ADAMAS PHARMACEUTICALS INCcall | $2,583,000 | – | 100,000 | +100.0% | 0.03% | – |
| AUPH | Sell | AURINIA PHARMACEUTICALS INC | $943,000 | -71.0% | 167,419 | -73.3% | 0.01% | -72.5% |
| BLRX | BIOLINERX LTDsponsored adr | $924,000 | +2.2% | 1,038,600 | 0.0% | 0.01% | 0.0% | |
| BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $592,000 | +7.1% | 500,000 | 0.0% | 0.01% | 0.0% | ||
| AFMD | AFFIMED N V | $539,000 | -10.8% | 326,650 | 0.0% | 0.01% | -14.3% | |
| REPH | New | RECRO PHARMA INC | $539,000 | – | 107,357 | +100.0% | 0.01% | – |
| BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1 | $532,000 | +3.3% | 500,000 | 0.0% | 0.01% | 0.0% | ||
| ALIM | ALIMERA SCIENCES INC | $245,000 | -5.0% | 250,000 | 0.0% | 0.00% | 0.0% | |
| MDGS | MEDIGUS LTDsponsord adr new | $74,000 | -2.6% | 60,000 | 0.0% | 0.00% | 0.0% | |
| NVLNF | Exit | NOVELION THERAPEUTICS INC | $0 | – | -100,000 | -100.0% | -0.00% | – |
| MCRB | Exit | SERES THERAPEUTICS INC | $0 | – | -95,214 | -100.0% | -0.01% | – |
| FOMX | Exit | FOAMIX PHARMACEUTICALS LTDcall | $0 | – | -150,000 | -100.0% | -0.01% | – |
| BHVN | Exit | BIOHAVEN PHARMACTL HLDG CO Lput | $0 | – | -50,000 | -100.0% | -0.02% | – |
| EXEL | Exit | EXELIXIS INCcall | $0 | – | -150,000 | -100.0% | -0.04% | – |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDput | $0 | – | -200,000 | -100.0% | -0.04% | – |
| SRPT | Exit | SAREPTA THERAPEUTICS INCcall | $0 | – | -50,000 | -100.0% | -0.05% | – |
| NVO | Exit | NOVO-NORDISK A Scall | $0 | – | -200,000 | -100.0% | -0.12% | – |
| MYL | Exit | MYLAN N Vcall | $0 | – | -250,000 | -100.0% | -0.13% | – |
| BMY | Exit | BRISTOL MYERS SQUIBB COcall | $0 | – | -200,000 | -100.0% | -0.16% | – |
| XNCR | Exit | XENCOR INC | $0 | – | -612,500 | -100.0% | -0.23% | – |
| EVHC | Exit | ENVISION HEALTHCARE CORP | $0 | – | -875,400 | -100.0% | -0.42% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -1,527,500 | -100.0% | -1.79% | – |
| ARMO | Exit | ARMO BIOSCIENCES INC | $0 | – | -4,118,903 | -100.0% | -1.91% | – |
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 2018-08-14
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.