$8.3 Billion is the total value of Orbimed Advisors's 150 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 30.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $400,502,000 | +3.2% | 2,881,103 | -7.8% | 4.82% | +4.3% |
| TCDA | TRICIDA INC | $332,668,000 | +2.2% | 10,889,280 | 0.0% | 4.01% | +3.2% | |
| BIIB | Sell | BIOGEN INC | $321,618,000 | -5.1% | 910,300 | -22.1% | 3.87% | -4.2% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $308,480,000 | +1.3% | 1,600,500 | -10.7% | 3.72% | +2.3% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $302,764,000 | -3.3% | 7,863,995 | -17.9% | 3.65% | -2.3% |
| ASND | Sell | ASCENDIS PHARMA A Ssponsored adr | $294,486,000 | +0.3% | 4,155,891 | -5.8% | 3.55% | +1.3% |
| MRK | Sell | MERCK & CO INC | $251,440,000 | -11.5% | 3,544,400 | -24.3% | 3.03% | -10.6% |
| CELG | Sell | CELGENE CORP | $220,490,000 | +8.0% | 2,463,850 | -4.2% | 2.66% | +9.1% |
| AGN | Sell | ALLERGAN PLC | $219,129,000 | +2.2% | 1,150,405 | -10.6% | 2.64% | +3.2% |
| WMGI | Buy | WRIGHT MED GROUP N V | $186,876,000 | +13.9% | 6,439,568 | +1.8% | 2.25% | +15.0% |
| MYL | Buy | MYLAN N V | $174,933,000 | +30.7% | 4,779,600 | +29.1% | 2.11% | +32.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $172,463,000 | +36.0% | 990,600 | +13.7% | 2.08% | +37.4% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $163,045,000 | +34.9% | 668,000 | +14.5% | 1.96% | +36.2% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $159,353,000 | +24.0% | 394,400 | +5.9% | 1.92% | +25.2% |
| JAZZ | Sell | JAZZ PHARMACEUTICALS PLC | $148,627,000 | -17.1% | 884,000 | -15.0% | 1.79% | -16.2% |
| SRPT | Buy | SAREPTA THERAPEUTICS INC | $137,994,000 | +130.7% | 854,400 | +88.8% | 1.66% | +132.8% |
| HUM | Buy | HUMANA INC | $133,038,000 | +515.7% | 393,000 | +441.3% | 1.60% | +520.9% |
| CI | Buy | CIGNA CORPORATION | $132,010,000 | +261.6% | 633,900 | +195.1% | 1.59% | +265.5% |
| ANTM | Sell | ANTHEM INC | $129,900,000 | +2.6% | 474,000 | -10.9% | 1.56% | +3.6% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $125,762,000 | -4.5% | 2,025,800 | -14.9% | 1.52% | -3.6% |
| PBYI | Sell | PUMA BIOTECHNOLOGY INC | $124,033,000 | -23.3% | 2,705,181 | -1.0% | 1.49% | -22.5% |
| CMTA | CLEMENTIA PHARMACEUTICALS IN | $116,241,000 | -15.3% | 10,425,225 | 0.0% | 1.40% | -14.4% | |
| DVA | Sell | DAVITA INC | $103,555,000 | -11.7% | 1,445,700 | -14.4% | 1.25% | -10.9% |
| INSP | INSPIRE MED SYS INC | $102,853,000 | +18.0% | 2,444,221 | 0.0% | 1.24% | +19.1% | |
| ILMN | Sell | ILLUMINA INC | $98,189,000 | +23.6% | 267,500 | -6.0% | 1.18% | +24.8% |
| IMMU | Sell | IMMUNOMEDICS INC | $90,164,000 | -23.0% | 4,328,573 | -12.5% | 1.09% | -22.2% |
| BOLD | Sell | AUDENTES THERAPEUTICS INC | $86,306,000 | -13.6% | 2,180,000 | -16.6% | 1.04% | -12.8% |
| NVRO | Buy | NEVRO CORP | $77,388,000 | -23.1% | 1,357,691 | +7.7% | 0.93% | -22.3% |
| A | Sell | AGILENT TECHNOLOGIES INC | $76,543,000 | -34.3% | 1,085,100 | -42.4% | 0.92% | -33.7% |
| PRNB | New | PRINCIPIA BIOPHARMA INC | $76,139,000 | – | 2,605,713 | +100.0% | 0.92% | – |
| DCPH | Sell | DECIPHERA PHARMACEUTICALS IN | $75,640,000 | -4.2% | 1,953,500 | -2.6% | 0.91% | -3.2% |
| AERI | Sell | AERIE PHARMACEUTICALS INC | $75,081,000 | -41.0% | 1,219,830 | -35.3% | 0.90% | -40.4% |
| TORC | RESTORBIO INC | $73,132,000 | +65.5% | 4,830,387 | 0.0% | 0.88% | +67.2% | |
| ARRY | Sell | ARRAY BIOPHARMA INC | $73,065,000 | -11.2% | 4,806,900 | -1.9% | 0.88% | -10.3% |
| MOH | New | MOLINA HEALTHCARE INC | $72,682,000 | – | 488,781 | +100.0% | 0.88% | – |
| XRAY | Sell | DENTSPLY SIRONA INC | $71,298,000 | -31.9% | 1,889,200 | -21.1% | 0.86% | -31.2% |
| MD | Buy | MEDNAX INC | $68,558,000 | +83.6% | 1,469,300 | +70.3% | 0.83% | +85.6% |
| BLUE | Sell | BLUEBIRD BIO INC | $67,043,000 | -12.5% | 459,200 | -5.9% | 0.81% | -11.6% |
| CLVS | Sell | CLOVIS ONCOLOGY INC | $65,629,000 | -38.1% | 2,234,570 | -4.1% | 0.79% | -37.5% |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $62,419,000 | -12.1% | 5,548,326 | 0.0% | 0.75% | -11.2% | |
| PTCT | New | PTC THERAPEUTICS INC | $59,925,000 | – | 1,275,000 | +100.0% | 0.72% | – |
| JNJ | Sell | JOHNSON & JOHNSON | $57,216,000 | -37.6% | 414,100 | -45.2% | 0.69% | -37.0% |
| LOXO | Sell | LOXO ONCOLOGY INC | $56,374,000 | -39.6% | 330,000 | -38.7% | 0.68% | -39.0% |
| CRNX | New | CRINETICS PHARMACEUTICALS IN | $54,844,000 | – | 1,914,282 | +100.0% | 0.66% | – |
| ARGX | Buy | ARGENX SEsponsored adr | $54,514,000 | +9.8% | 718,800 | +19.9% | 0.66% | +11.0% |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $54,074,000 | -3.5% | 2,929,250 | 0.0% | 0.65% | -2.5% | |
| VRAY | Sell | VIEWRAY INC | $53,691,000 | -18.0% | 5,736,267 | -39.4% | 0.65% | -17.2% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $52,923,000 | +0.1% | 92,200 | -16.6% | 0.64% | +1.0% |
| CRVS | CORVUS PHARMACEUTICALS INC | $51,202,000 | -21.9% | 5,967,584 | 0.0% | 0.62% | -21.0% | |
| EXEL | Buy | EXELIXIS INC | $49,650,000 | +37.2% | 2,801,900 | +66.7% | 0.60% | +38.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $49,616,000 | +64.0% | 186,500 | +51.3% | 0.60% | +65.7% |
| BHC | New | BAUSCH HEALTH COS INC | $48,873,000 | – | 1,903,900 | +100.0% | 0.59% | – |
| CNC | New | CENTENE CORP DEL | $48,849,000 | – | 337,400 | +100.0% | 0.59% | – |
| BGNE | Buy | BEIGENE LTDsponsored adr | $48,652,000 | +21.1% | 282,500 | +8.1% | 0.59% | +22.3% |
| HRTX | Buy | HERON THERAPEUTICS INC | $47,934,000 | -6.2% | 1,514,500 | +15.2% | 0.58% | -5.3% |
| OBSV | OBSEVA SA | $46,978,000 | +19.1% | 2,605,531 | 0.0% | 0.57% | +20.4% | |
| ASMB | Buy | ASSEMBLY BIOSCIENCES INC | $45,807,000 | +62.0% | 1,233,371 | +71.0% | 0.55% | +63.8% |
| EHTH | Sell | EHEALTH INC | $45,533,000 | +12.3% | 1,611,200 | -12.2% | 0.55% | +13.2% |
| ARVN | New | ARVINAS INC | $44,636,000 | – | 2,645,865 | +100.0% | 0.54% | – |
| GLPG | Sell | GALAPAGOS NVspon adr | $44,031,000 | -1.9% | 391,631 | -19.6% | 0.53% | -0.9% |
| TFX | Sell | TELEFLEX INC | $41,856,000 | -18.0% | 157,300 | -17.4% | 0.50% | -17.2% |
| PRQR | Buy | PROQR THRAPEUTICS N V | $39,433,000 | +314.6% | 2,037,875 | +56.4% | 0.48% | +320.4% |
| SPPI | New | SPECTRUM PHARMACEUTICALS INC | $38,060,000 | – | 2,265,500 | +100.0% | 0.46% | – |
| INSM | Sell | INSMED INC | $36,988,000 | -46.6% | 1,829,300 | -37.5% | 0.45% | -46.0% |
| XTNT | XTANT MED HLDGS INC | $35,447,000 | -30.6% | 9,207,012 | 0.0% | 0.43% | -29.9% | |
| ZLAB | Buy | ZAI LAB LTDadr | $34,159,000 | -8.8% | 1,753,538 | +8.8% | 0.41% | -8.1% |
| KALA | KALA PHARMACEUTICALS INC | $34,030,000 | -28.1% | 3,447,840 | 0.0% | 0.41% | -27.4% | |
| AMGN | Buy | AMGEN INC | $31,425,000 | +37.2% | 151,600 | +22.2% | 0.38% | +38.8% |
| TNDM | Sell | TANDEM DIABETES CARE INC | $30,609,000 | -17.7% | 714,500 | -57.7% | 0.37% | -16.9% |
| INSYQ | Sell | INSYS THERAPEUTICS INC NEW | $30,526,000 | +20.1% | 3,028,354 | -13.8% | 0.37% | +21.5% |
| RYTM | Sell | RHYTHM PHARMACEUTICALS INC | $30,376,000 | -52.9% | 1,041,353 | -49.6% | 0.37% | -52.5% |
| FOMX | Buy | FOAMIX PHARMACEUTICALS LTD | $29,769,000 | +47.1% | 5,195,330 | +28.6% | 0.36% | +49.0% |
| PFE | Sell | PFIZER INC | $29,470,000 | -17.3% | 668,700 | -31.9% | 0.36% | -16.5% |
| ABT | ABBOTT LABS | $28,911,000 | +20.3% | 394,100 | 0.0% | 0.35% | +21.3% | |
| SYBX | SYNLOGIC INC | $28,846,000 | +44.6% | 2,029,996 | 0.0% | 0.35% | +45.8% | |
| CHRS | Buy | COHERUS BIOSCIENCES INC | $28,420,000 | +37.1% | 1,722,400 | +16.3% | 0.34% | +38.5% |
| GILD | GILEAD SCIENCES INC | $28,151,000 | +9.0% | 364,600 | 0.0% | 0.34% | +10.1% | |
| SELB | Sell | SELECTA BIOSCIENCES INC | $26,323,000 | +7.8% | 1,692,797 | -8.1% | 0.32% | +8.9% |
| VRCA | VERRICA PHARMACEUTICALS INC | $24,046,000 | -17.6% | 1,479,733 | 0.0% | 0.29% | -16.7% | |
| SYK | Sell | STRYKER CORP | $23,134,000 | -4.5% | 130,200 | -9.2% | 0.28% | -3.5% |
| INSMED INCnote 1.750% 1/1 | $22,611,000 | -6.8% | 26,500,000 | 0.0% | 0.27% | -5.9% | ||
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $22,006,000 | -24.5% | 496,200 | 0.0% | 0.26% | -23.9% | |
| SVA | SINOVAC BIOTECH LTD | $21,637,000 | +2.1% | 2,839,500 | 0.0% | 0.26% | +3.2% | |
| NTLA | Sell | INTELLIA THERAPEUTICS INC | $21,310,000 | -11.1% | 744,600 | -15.0% | 0.26% | -10.1% |
| NVTA | Sell | INVITAE CORP | $21,323,000 | +91.1% | 1,274,549 | -16.0% | 0.26% | +93.2% |
| FOLD | Sell | AMICUS THERAPEUTICS INC | $21,318,000 | -80.7% | 1,763,277 | -75.1% | 0.26% | -80.5% |
| ALPN | ALPINE IMMUNE SCIENCES INC | $20,880,000 | -16.4% | 3,298,516 | 0.0% | 0.25% | -15.8% | |
| AGLE | Buy | AEGLEA BIOTHERAPEUTICS INC | $20,724,000 | +5.0% | 2,165,524 | +16.1% | 0.25% | +6.4% |
| SCPH | SCPHARMACEUTICALS INC | $20,016,000 | +3.7% | 3,409,865 | 0.0% | 0.24% | +4.8% | |
| AET | New | AETNA INC NEW | $19,920,000 | – | 98,200 | +100.0% | 0.24% | – |
| VRTX | Sell | VERTEX PHARMACEUTICALS INCcall | $19,274,000 | -35.2% | 100,000 | -42.9% | 0.23% | -34.6% |
| RCKT | ROCKET PHARMACEUTICALS INC | $19,081,000 | +25.4% | 775,000 | 0.0% | 0.23% | +27.1% | |
| SEM | Sell | SELECT MED HLDGS CORP | $19,039,000 | -79.3% | 1,034,711 | -79.6% | 0.23% | -79.1% |
| NBIX | NEUROCRINE BIOSCIENCES INC | $16,943,000 | +25.2% | 137,800 | 0.0% | 0.20% | +26.7% | |
| NTRA | Sell | NATERA INC | $16,377,000 | -11.6% | 684,086 | -30.5% | 0.20% | -10.9% |
| ARPO | AERPIO PHARMACEUTICALS INC | $16,049,000 | -25.5% | 5,193,946 | 0.0% | 0.19% | -24.9% | |
| VRNA | VERONA PHARMA PLCsponsored ads | $15,642,000 | -8.4% | 1,250,396 | 0.0% | 0.19% | -7.8% | |
| NVO | NOVO-NORDISK A Sadr | $15,556,000 | +2.2% | 330,000 | 0.0% | 0.19% | +2.7% | |
| DBVT | Buy | DBV TECHNOLOGIES S Asponsored adr | $14,940,000 | +88.6% | 665,200 | +62.0% | 0.18% | +91.5% |
| IMGN | Sell | IMMUNOGEN INC | $13,913,000 | -50.8% | 1,469,189 | -49.4% | 0.17% | -50.1% |
| PIRS | Sell | PIERIS PHARMACEUTICALS INC | $13,753,000 | -13.6% | 2,455,900 | -21.8% | 0.17% | -12.6% |
| RDUS | RADIUS HEALTH INC | $13,580,000 | -39.6% | 762,900 | 0.0% | 0.16% | -38.8% | |
| AVRO | AVROBIO INC | $12,968,000 | +81.6% | 250,000 | 0.0% | 0.16% | +83.5% | |
| Buy | NABRIVA THERAPEUTICS PLC | $12,540,000 | -8.1% | 4,644,600 | +18.5% | 0.15% | -7.4% | |
| WMGIZ | WRIGHT MED GROUP N Vright 03/01/2019 | $12,245,000 | +9.4% | 8,746,583 | 0.0% | 0.15% | +9.7% | |
| NVUS | NOVUS THERAPEUTICS INC | $11,848,000 | -33.3% | 2,537,110 | 0.0% | 0.14% | -32.5% | |
| GBT | Sell | GLOBAL BLOOD THERAPEUTICS IN | $11,761,000 | -41.8% | 309,500 | -30.8% | 0.14% | -41.1% |
| ACIU | New | AC IMMUNE SA | $11,520,000 | – | 1,440,000 | +100.0% | 0.14% | – |
| DERM | DERMIRA INC | $11,244,000 | +18.5% | 1,031,596 | 0.0% | 0.14% | +19.5% | |
| CTIC | CTI BIOPHARMA CORP | $10,800,000 | -56.6% | 5,000,000 | 0.0% | 0.13% | -56.2% | |
| HCA | Sell | HCA HEALTHCARE INC | $10,559,000 | -56.6% | 75,900 | -68.0% | 0.13% | -56.2% |
| MCK | New | MCKESSON CORP | $9,829,000 | – | 74,100 | +100.0% | 0.12% | – |
| ADAP | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $9,039,000 | +14.2% | 666,593 | 0.0% | 0.11% | +16.0% | |
| ALLK | New | ALLAKOS INC | $8,998,000 | – | 200,000 | +100.0% | 0.11% | – |
| FLUIDIGM CORP DELnote 2.750% 2/0 | $8,625,000 | +6.6% | 10,000,000 | 0.0% | 0.10% | +7.2% | ||
| XENE | XENON PHARMACEUTICALS INC | $8,380,000 | +43.5% | 634,812 | 0.0% | 0.10% | +44.3% | |
| FLDM | Sell | FLUIDIGM CORP DEL | $8,073,000 | -14.5% | 1,077,801 | -31.9% | 0.10% | -14.2% |
| INOTEK PHARMACEUTICALS CORPnote 5.750% 8/0 | $7,788,000 | +8.0% | 7,000,000 | 0.0% | 0.09% | +9.3% | ||
| NVTRQ | New | NUVECTRA CORP | $7,693,000 | – | 350,000 | +100.0% | 0.09% | – |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $7,418,000 | +2.9% | 76,500 | 0.0% | 0.09% | +3.5% | |
| YI | New | 111 INCads | $6,760,000 | – | 500,000 | +100.0% | 0.08% | – |
| ATNX | ATHENEX INC | $6,682,000 | -16.7% | 430,000 | 0.0% | 0.08% | -16.7% | |
| MCK | New | MCKESSON CORPcall | $6,633,000 | – | 50,000 | +100.0% | 0.08% | – |
| ALKS | ALKERMES PLC | $6,154,000 | +3.1% | 145,000 | 0.0% | 0.07% | +4.2% | |
| CNST | New | CONSTELLATION PHARMCETICLS I | $5,625,000 | – | 835,842 | +100.0% | 0.07% | – |
| MRNS | MARINUS PHARMACEUTICALS INC | $5,676,000 | +41.4% | 567,600 | 0.0% | 0.07% | +41.7% | |
| ECOR | ELECTROCORE INC | $5,570,000 | -15.2% | 397,826 | 0.0% | 0.07% | -14.1% | |
| RMED | New | RA MED SYS INC | $5,460,000 | – | 300,000 | +100.0% | 0.07% | – |
| STIM | NEURONETICS INC | $4,809,000 | +20.5% | 150,000 | 0.0% | 0.06% | +20.8% | |
| MNLO | New | MENLO THERAPEUTICS INC | $4,656,000 | – | 472,729 | +100.0% | 0.06% | – |
| CPRX | New | CATALYST PHARMACEUTICALS INC | $4,166,000 | – | 1,102,000 | +100.0% | 0.05% | – |
| GWPH | GW PHARMACEUTICALS PLCads | $3,628,000 | +23.8% | 21,000 | 0.0% | 0.04% | +25.7% | |
| SNDX | SYNDAX PHARMACEUTICALS INC | $3,531,000 | +15.1% | 437,000 | 0.0% | 0.04% | +16.2% | |
| MGTX | New | MEIRAGTX HOLDINGS PLC | $3,443,000 | – | 253,183 | +100.0% | 0.04% | – |
| RLM | New | REALM THERAPEUTICS PLCsponsored ads | $3,051,000 | – | 1,021,484 | +100.0% | 0.04% | – |
| ASNS | ARSANIS INC | $3,028,000 | -55.4% | 1,868,966 | 0.0% | 0.04% | -55.6% | |
| IRWD | IRONWOOD PHARMACEUTICALS INCcall | $2,769,000 | -3.5% | 150,000 | 0.0% | 0.03% | -2.9% | |
| TSRO | TESARO INC | $2,625,000 | -12.3% | 67,281 | 0.0% | 0.03% | -11.1% | |
| RDHL | Sell | REDHILL BIOPHARMA LTDsponsored ads | $2,516,000 | -47.8% | 284,900 | -49.6% | 0.03% | -47.4% |
| ADMS | New | ADAMAS PHARMACEUTICALS INC | $2,002,000 | – | 100,000 | +100.0% | 0.02% | – |
| ANAB | New | ANAPTYSBIO INCput | $1,995,000 | – | 20,000 | +100.0% | 0.02% | – |
| Sell | AEGERION PHARMACEUTICALS INCnote 2.000% 8/1 | $1,551,000 | -84.0% | 2,000,000 | -86.7% | 0.02% | -83.6% | |
| AFMD | AFFIMED N V | $1,421,000 | +163.6% | 326,650 | 0.0% | 0.02% | +183.3% | |
| SRRA | Sell | SIERRA ONCOLOGY INC | $1,304,000 | -65.2% | 767,104 | -39.5% | 0.02% | -64.4% |
| BLRX | BIOLINERX LTDsponsored adr | $1,111,000 | +20.2% | 1,038,600 | 0.0% | 0.01% | +18.2% | |
| REPH | RECRO PHARMA INC | $763,000 | +41.6% | 107,357 | 0.0% | 0.01% | +50.0% | |
| BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $602,000 | +1.7% | 500,000 | 0.0% | 0.01% | 0.0% | ||
| BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1 | $517,000 | -2.8% | 500,000 | 0.0% | 0.01% | 0.0% | ||
| ALIM | ALIMERA SCIENCES INC | $245,000 | 0.0% | 250,000 | 0.0% | 0.00% | 0.0% | |
| MDGS | New | MEDIGUS LTDsponsored ads | $51,000 | – | 15,000 | +100.0% | 0.00% | – |
| MDGS | Exit | MEDIGUS LTDsponsord adr new | $0 | – | -60,000 | -100.0% | -0.00% | – |
| AUPH | Exit | AURINIA PHARMACEUTICALS INC | $0 | – | -167,419 | -100.0% | -0.01% | – |
| ADMS | Exit | ADAMAS PHARMACEUTICALS INCcall | $0 | – | -100,000 | -100.0% | -0.03% | – |
| AKRXQ | Exit | AKORN INCcall | $0 | – | -200,000 | -100.0% | -0.04% | – |
| KIDS | Exit | ORTHOPEDIATRICS CORP | $0 | – | -136,900 | -100.0% | -0.04% | – |
| CLVS | Exit | CLOVIS ONCOLOGY INCcall | $0 | – | -100,000 | -100.0% | -0.05% | – |
| RARE | Exit | ULTRAGENYX PHARMACEUTICAL IN | $0 | – | -67,605 | -100.0% | -0.06% | – |
| BMRN | Exit | BIOMARIN PHARMACEUTICAL INCcall | $0 | – | -70,000 | -100.0% | -0.08% | – |
| ALXN | Exit | ALEXION PHARMACEUTICALS INCcall | $0 | – | -70,000 | -100.0% | -0.10% | – |
| GTS | Exit | TRIPLE-S MGMT CORPcl b | $0 | – | -290,800 | -100.0% | -0.14% | – |
| THC | Exit | TENET HEALTHCARE CORP | $0 | – | -372,900 | -100.0% | -0.15% | – |
| AMED | Exit | AMEDISYS INC | $0 | – | -171,100 | -100.0% | -0.17% | – |
| KTWO | Exit | K2M GROUP HLDGS INC | $0 | – | -843,205 | -100.0% | -0.23% | – |
| STDY | Exit | STEADYMED LTD | $0 | – | -4,246,196 | -100.0% | -0.23% | – |
| MGLN | Exit | MAGELLAN HEALTH INC | $0 | – | -251,383 | -100.0% | -0.29% | – |
| LPNT | Exit | LIFEPOINT HEALTH INC | $0 | – | -513,200 | -100.0% | -0.30% | – |
| INCY | Exit | INCYTE CORP | $0 | – | -438,000 | -100.0% | -0.35% | – |
| UHS | Exit | UNIVERSAL HLTH SVCS INCcl b | $0 | – | -463,300 | -100.0% | -0.62% | – |
| SHPG | Exit | SHIRE PLCsponsored adr | $0 | – | -356,608 | -100.0% | -0.72% | – |
| ACAD | Exit | ACADIA PHARMACEUTICALS INC | $0 | – | -4,282,400 | -100.0% | -0.78% | – |
| ALNY | Exit | ALNYLAM PHARMACEUTICALS INC | $0 | – | -1,265,966 | -100.0% | -1.49% | – |
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 2018-11-14
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.