$5.41 Billion is the total value of Orbimed Advisors's 131 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 39.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TCDA | TRICIDA INC | $256,769,000 | -22.8% | 10,889,280 | 0.0% | 4.75% | +18.5% | |
| ASND | Sell | ASCENDIS PHARMA A Ssponsored adr | $256,074,000 | -13.0% | 4,087,373 | -1.6% | 4.74% | +33.5% |
| BIIB | Sell | BIOGEN INC | $251,343,000 | -21.9% | 835,249 | -8.2% | 4.65% | +20.0% |
| CELG | Buy | CELGENE CORP | $208,722,000 | -5.3% | 3,256,700 | +32.2% | 3.86% | +45.3% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $204,633,000 | -32.4% | 5,790,400 | -26.4% | 3.78% | +3.8% |
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $199,335,000 | -50.2% | 2,047,400 | -28.9% | 3.69% | -23.6% |
| MRK | Sell | MERCK & CO INC | $190,643,000 | -24.2% | 2,495,000 | -29.6% | 3.52% | +16.4% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $187,783,000 | -39.1% | 1,133,200 | -29.2% | 3.47% | -6.6% |
| WMGI | Sell | WRIGHT MED GROUP N V | $133,539,000 | -28.5% | 4,905,899 | -23.8% | 2.47% | +9.7% |
| AGN | Sell | ALLERGAN PLC | $127,913,000 | -41.6% | 957,000 | -16.8% | 2.36% | -10.4% |
| CMTA | CLEMENTIA PHARMACEUTICALS IN | $122,601,000 | +5.5% | 10,425,225 | 0.0% | 2.27% | +61.9% | |
| MYL | Sell | MYLAN N V | $109,222,000 | -37.6% | 3,986,200 | -16.6% | 2.02% | -4.1% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $97,908,000 | -40.0% | 437,500 | -34.5% | 1.81% | -7.8% |
| THOR | New | SYNTHORX INC | $92,398,000 | – | 5,316,355 | +100.0% | 1.71% | – |
| CI | New | CIGNA CORP NEW | $91,674,000 | – | 482,700 | +100.0% | 1.70% | – |
| SRPT | Sell | SAREPTA THERAPEUTICS INC | $85,231,000 | -38.2% | 781,000 | -8.6% | 1.58% | -5.2% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $82,954,000 | -47.9% | 222,100 | -43.7% | 1.53% | -20.1% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $81,656,000 | +54.3% | 170,500 | +84.9% | 1.51% | +137.0% |
| ANTM | Sell | ANTHEM INC | $80,207,000 | -38.3% | 305,400 | -35.6% | 1.48% | -5.2% |
| INSP | Sell | INSPIRE MED SYS INC | $77,294,000 | -24.9% | 1,829,449 | -25.2% | 1.43% | +15.3% |
| ILMN | Sell | ILLUMINA INC | $73,753,000 | -24.9% | 245,900 | -8.1% | 1.36% | +15.3% |
| PRNB | PRINCIPIA BIOPHARMA INC | $71,370,000 | -6.3% | 2,605,713 | 0.0% | 1.32% | +43.9% | |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $71,316,000 | -58.6% | 465,600 | -53.0% | 1.32% | -36.5% |
| IMMU | Buy | IMMUNOMEDICS INC | $70,885,000 | -21.4% | 4,967,403 | +14.8% | 1.31% | +20.7% |
| LOGC | New | LOGICBIO THERAPEUTICS INC | $67,255,000 | – | 6,466,783 | +100.0% | 1.24% | – |
| BHC | Buy | BAUSCH HEALTH COS INC | $66,498,000 | +36.1% | 3,600,300 | +89.1% | 1.23% | +108.8% |
| ARGX | Sell | ARGENX SEsponsored adr | $62,215,000 | +14.1% | 647,600 | -9.9% | 1.15% | +75.0% |
| HUM | Sell | HUMANA INC | $59,158,000 | -55.5% | 206,500 | -47.5% | 1.09% | -31.7% |
| GH | New | GUARDANT HEALTH INC | $57,681,000 | – | 1,534,464 | +100.0% | 1.07% | – |
| CRNX | CRINETICS PHARMACEUTICALS IN | $57,409,000 | +4.7% | 1,914,282 | 0.0% | 1.06% | +60.7% | |
| EXEL | EXELIXIS INC | $55,113,000 | +11.0% | 2,801,900 | 0.0% | 1.02% | +70.4% | |
| PBYI | Sell | PUMA BIOTECHNOLOGY INC | $52,887,000 | -57.4% | 2,598,883 | -3.9% | 0.98% | -34.5% |
| PTCT | Buy | PTC THERAPEUTICS INC | $52,156,000 | -13.0% | 1,519,700 | +19.2% | 0.96% | +33.5% |
| CVS | New | CVS HEALTH CORP | $52,010,000 | – | 793,800 | +100.0% | 0.96% | – |
| DCPH | Buy | DECIPHERA PHARMACEUTICALS IN | $51,262,000 | -32.2% | 2,442,200 | +25.0% | 0.95% | +4.1% |
| A | Sell | AGILENT TECHNOLOGIES INC | $50,797,000 | -33.6% | 753,000 | -30.6% | 0.94% | +1.8% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $49,430,000 | -24.7% | 2,752,200 | +23.2% | 0.91% | +15.7% |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $49,103,000 | -21.3% | 5,548,326 | 0.0% | 0.91% | +20.7% | |
| CNC | Buy | CENTENE CORP DEL | $48,126,000 | -1.5% | 417,400 | +23.7% | 0.89% | +51.4% |
| UNH | UNITEDHEALTH GROUP INC | $46,461,000 | -6.4% | 186,500 | 0.0% | 0.86% | +43.6% | |
| EHTH | Sell | EHEALTH INC | $42,262,000 | -7.2% | 1,100,000 | -31.7% | 0.78% | +42.5% |
| TORC | RESTORBIO INC | $41,638,000 | -43.1% | 4,830,387 | 0.0% | 0.77% | -12.6% | |
| ZLAB | ZAI LAB LTDadr | $40,717,000 | +19.2% | 1,753,538 | 0.0% | 0.75% | +83.2% | |
| BOLD | Sell | AUDENTES THERAPEUTICS INC | $40,369,000 | -53.2% | 1,893,500 | -13.1% | 0.75% | -28.3% |
| BGNE | BEIGENE LTDsponsored adr | $39,623,000 | -18.6% | 282,500 | 0.0% | 0.73% | +25.1% | |
| BLUE | Sell | BLUEBIRD BIO INC | $38,410,000 | -42.7% | 387,200 | -15.7% | 0.71% | -12.1% |
| HRTX | Sell | HERON THERAPEUTICS INC | $36,324,000 | -24.2% | 1,400,300 | -7.5% | 0.67% | +16.5% |
| TNDM | Buy | TANDEM DIABETES CARE INC | $35,996,000 | +17.6% | 948,000 | +32.7% | 0.67% | +80.5% |
| MOH | Sell | MOLINA HEALTHCARE INC | $35,447,000 | -51.2% | 305,000 | -37.6% | 0.66% | -25.1% |
| NBIX | Buy | NEUROCRINE BIOSCIENCES INC | $35,291,000 | +108.3% | 494,200 | +258.6% | 0.65% | +220.1% |
| ARVN | Buy | ARVINAS INC | $34,423,000 | -22.9% | 2,678,810 | +1.2% | 0.64% | +18.4% |
| OBSV | OBSEVA SA | $32,986,000 | -29.8% | 2,605,531 | 0.0% | 0.61% | +7.8% | |
| ABT | Buy | ABBOTT LABS | $32,433,000 | +12.2% | 448,400 | +13.8% | 0.60% | +72.4% |
| AERI | Sell | AERIE PHARMACEUTICALS INC | $31,483,000 | -58.1% | 872,100 | -28.5% | 0.58% | -35.6% |
| VRAY | Sell | VIEWRAY INC | $31,255,000 | -41.8% | 5,149,019 | -10.2% | 0.58% | -10.7% |
| IRWD | Sell | IRONWOOD PHARMACEUTICALS INC | $29,816,000 | -44.9% | 2,878,000 | -1.7% | 0.55% | -15.4% |
| GILD | Buy | GILEAD SCIENCES INC | $27,760,000 | -1.4% | 443,800 | +21.7% | 0.51% | +51.3% |
| DVA | Sell | DAVITA INC | $27,480,000 | -73.5% | 534,000 | -63.1% | 0.51% | -59.3% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $26,297,000 | -79.1% | 505,900 | -75.0% | 0.49% | -67.9% |
| PFE | Sell | PFIZER INC | $26,286,000 | -10.8% | 602,200 | -9.9% | 0.49% | +36.9% |
| SHPG | New | SHIRE PLCcall | $26,106,000 | – | 150,000 | +100.0% | 0.48% | – |
| RYTM | Sell | RHYTHM PHARMACEUTICALS INC | $24,958,000 | -17.8% | 928,500 | -10.8% | 0.46% | +26.2% |
| AMGN | Sell | AMGEN INC | $23,769,000 | -24.4% | 122,100 | -19.5% | 0.44% | +16.1% |
| PRQR | Sell | PROQR THRAPEUTICS N V | $22,687,000 | -42.5% | 1,437,731 | -29.4% | 0.42% | -11.6% |
| ASMB | Sell | ASSEMBLY BIOSCIENCES INC | $22,532,000 | -50.8% | 996,123 | -19.2% | 0.42% | -24.5% |
| CRVS | CORVUS PHARMACEUTICALS INC | $21,901,000 | -57.2% | 5,967,584 | 0.0% | 0.40% | -34.4% | |
| SIBN | New | SI BONE INC | $20,584,000 | – | 985,368 | +100.0% | 0.38% | – |
| SYK | STRYKER CORP | $20,409,000 | -11.8% | 130,200 | 0.0% | 0.38% | +35.1% | |
| SPPI | SPECTRUM PHARMACEUTICALS INC | $19,823,000 | -47.9% | 2,265,500 | 0.0% | 0.37% | -19.9% | |
| SVA | SINOVAC BIOTECH LTD | $19,706,000 | -8.9% | 2,839,500 | 0.0% | 0.36% | +39.5% | |
| FOMX | FOAMIX PHARMACEUTICALS LTD | $18,651,000 | -37.3% | 5,195,330 | 0.0% | 0.34% | -3.9% | |
| KALA | KALA PHARMACEUTICALS INC | $16,860,000 | -50.5% | 3,447,840 | 0.0% | 0.31% | -23.9% | |
| DXCM | New | DEXCOM INC | $16,616,000 | – | 138,700 | +100.0% | 0.31% | – |
| MYOK | New | MYOKARDIA INC | $16,373,000 | – | 335,100 | +100.0% | 0.30% | – |
| AGLE | AEGLEA BIOTHERAPEUTICS INC | $16,220,000 | -21.7% | 2,165,524 | 0.0% | 0.30% | +20.0% | |
| NVO | NOVO-NORDISK A Sadr | $15,203,000 | -2.3% | 330,000 | 0.0% | 0.28% | +50.3% | |
| XTNT | XTANT MED HLDGS INC | $14,823,000 | -58.2% | 9,207,012 | 0.0% | 0.27% | -35.8% | |
| SYBX | SYNLOGIC INC | $14,230,000 | -50.7% | 2,029,996 | 0.0% | 0.26% | -24.2% | |
| ACIU | AC IMMUNE SA | $13,608,000 | +18.1% | 1,440,000 | 0.0% | 0.25% | +81.3% | |
| SCPH | SCPHARMACEUTICALS INC | $12,821,000 | -35.9% | 3,409,865 | 0.0% | 0.24% | -1.7% | |
| ALPN | ALPINE IMMUNE SCIENCES INC | $12,139,000 | -41.9% | 3,298,516 | 0.0% | 0.22% | -10.8% | |
| VRCA | VERRICA PHARMACEUTICALS INC | $12,060,000 | -49.8% | 1,479,733 | 0.0% | 0.22% | -23.1% | |
| VRNA | VERONA PHARMA PLCsponsored ads | $12,066,000 | -22.9% | 1,250,396 | 0.0% | 0.22% | +18.6% | |
| Sell | INSMED INCnote 1.750% 1/1 | $12,006,000 | -46.9% | 16,952,000 | -36.0% | 0.22% | -18.4% | |
| THC | New | TENET HEALTHCARE CORP | $9,646,000 | – | 562,785 | +100.0% | 0.18% | – |
| NTRA | NATERA INC | $9,550,000 | -41.7% | 684,086 | 0.0% | 0.18% | -10.2% | |
| HCA | HCA HEALTHCARE INC | $9,446,000 | -10.5% | 75,900 | 0.0% | 0.18% | +37.8% | |
| NVTA | Sell | INVITAE CORP | $9,120,000 | -57.2% | 824,549 | -35.3% | 0.17% | -34.2% |
| ALLK | Sell | ALLAKOS INC | $9,147,000 | +1.7% | 175,000 | -12.5% | 0.17% | +56.5% |
| BSX | New | BOSTON SCIENTIFIC CORPcall | $8,835,000 | – | 250,000 | +100.0% | 0.16% | – |
| ARPO | AERPIO PHARMACEUTICALS INC | $8,830,000 | -45.0% | 5,193,946 | 0.0% | 0.16% | -15.5% | |
| ADAP | Buy | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $7,766,000 | -14.1% | 1,350,655 | +102.6% | 0.14% | +32.1% |
| DERM | DERMIRA INC | $7,417,000 | -34.0% | 1,031,596 | 0.0% | 0.14% | +1.5% | |
| NABRIVA THERAPEUTICS PLC | $6,781,000 | -45.9% | 4,644,600 | 0.0% | 0.12% | -17.2% | ||
| ICPT | New | INTERCEPT PHARMACEUTICALS INcall | $6,652,000 | – | 66,000 | +100.0% | 0.12% | – |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $6,514,000 | -12.2% | 76,500 | 0.0% | 0.12% | +34.8% | |
| CELG | New | CELGENE CORPcall | $6,409,000 | – | 100,000 | +100.0% | 0.12% | – |
| NVTRQ | NUVECTRA CORP | $5,719,000 | -25.7% | 350,000 | 0.0% | 0.11% | +14.0% | |
| ATNX | ATHENEX INC | $5,457,000 | -18.3% | 430,000 | 0.0% | 0.10% | +26.2% | |
| NTLA | Sell | INTELLIA THERAPEUTICS INC | $5,154,000 | -75.8% | 377,600 | -49.3% | 0.10% | -63.0% |
| ICPT | New | INTERCEPT PHARMACEUTICALS IN | $4,818,000 | – | 47,800 | +100.0% | 0.09% | – |
| MGTX | Buy | MEIRAGTX HOLDINGS PLC | $4,530,000 | +31.6% | 469,953 | +85.6% | 0.08% | +104.9% |
| APLS | New | APELLIS PHARMACEUTICALS INC | $4,313,000 | – | 327,000 | +100.0% | 0.08% | – |
| ASNS | ARSANIS INC | $4,336,000 | +43.2% | 1,868,966 | 0.0% | 0.08% | +122.2% | |
| SELB | Sell | SELECTA BIOSCIENCES INC | $4,200,000 | -84.0% | 1,579,064 | -6.7% | 0.08% | -75.4% |
| AVRO | Sell | AVROBIO INC | $4,161,000 | -67.9% | 249,900 | -0.0% | 0.08% | -50.6% |
| NVUS | NOVUS THERAPEUTICS INC | $4,059,000 | -65.7% | 2,537,110 | 0.0% | 0.08% | -47.6% | |
| XENE | XENON PHARMACEUTICALS INC | $4,006,000 | -52.2% | 634,812 | 0.0% | 0.07% | -26.7% | |
| CTIC | CTI BIOPHARMA CORP | $3,668,000 | -66.0% | 5,000,000 | 0.0% | 0.07% | -47.7% | |
| SAGE | New | SAGE THERAPEUTICS INC | $3,477,000 | – | 36,300 | +100.0% | 0.06% | – |
| CNST | CONSTELLATION PHARMCETICLS I | $3,352,000 | -40.4% | 835,842 | 0.0% | 0.06% | -8.8% | |
| FOLD | Sell | AMICUS THERAPEUTICS INC | $3,094,000 | -85.5% | 323,009 | -81.7% | 0.06% | -77.8% |
| YI | 111 INCads | $3,070,000 | -54.6% | 500,000 | 0.0% | 0.06% | -29.6% | |
| RMED | Buy | RA MED SYS INC | $2,783,000 | -49.0% | 350,000 | +16.7% | 0.05% | -22.7% |
| ECOR | ELECTROCORE INC | $2,490,000 | -55.3% | 397,826 | 0.0% | 0.05% | -31.3% | |
| RLM | REALM THERAPEUTICS PLCsponsored ads | $1,890,000 | -38.1% | 1,021,484 | 0.0% | 0.04% | -5.4% | |
| AEGERION PHARMACEUTICALS INCnote 2.000% 8/1 | $1,676,000 | +8.1% | 2,000,000 | 0.0% | 0.03% | +63.2% | ||
| MRNS | Sell | MARINUS PHARMACEUTICALS INC | $1,430,000 | -74.8% | 498,101 | -12.2% | 0.03% | -61.8% |
| IMMU | New | IMMUNOMEDICS INCcall | $1,427,000 | – | 100,000 | +100.0% | 0.03% | – |
| AMRN | New | AMARIN CORP PLCspons adr new | $1,102,000 | – | 81,000 | +100.0% | 0.02% | – |
| AFMD | AFFIMED N V | $1,016,000 | -28.5% | 326,650 | 0.0% | 0.02% | +11.8% | |
| MDCO | New | MEDICINES CO | $1,045,000 | – | 54,600 | +100.0% | 0.02% | – |
| SNDX | Sell | SYNDAX PHARMACEUTICALS INC | $943,000 | -73.3% | 212,000 | -51.5% | 0.02% | -60.5% |
| ADMS | New | ADAMAS PHARMACEUTICALS INCcall | $854,000 | – | 100,000 | +100.0% | 0.02% | – |
| REPH | RECRO PHARMA INC | $762,000 | -0.1% | 107,357 | 0.0% | 0.01% | +55.6% | |
| SRRA | Sell | SIERRA ONCOLOGY INC | $551,000 | -57.7% | 417,104 | -45.6% | 0.01% | -37.5% |
| BLRX | BIOLINERX LTDsponsored ads | $454,000 | -59.1% | 1,038,600 | 0.0% | 0.01% | -38.5% | |
| RDHL | Sell | REDHILL BIOPHARMA LTDsponsored ads | $303,000 | -88.0% | 54,600 | -80.8% | 0.01% | -80.0% |
| ALIM | ALIMERA SCIENCES INC | $180,000 | -26.5% | 250,000 | 0.0% | 0.00% | 0.0% | |
| WMGIZ | WRIGHT MED GROUP N Vright 03/01/2019 | $109,000 | -99.1% | 8,746,583 | 0.0% | 0.00% | -98.6% | |
| MDGS | MEDIGUS LTDsponsored ads | $39,000 | -23.5% | 15,000 | 0.0% | 0.00% | 0.0% | |
| Exit | BIOMARIN PHARMACEUTICAL INCnote 0.750%10/1 | $0 | – | -500,000 | -100.0% | -0.01% | – | |
| Exit | BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $0 | – | -500,000 | -100.0% | -0.01% | – | |
| ADMS | Exit | ADAMAS PHARMACEUTICALS INC | $0 | – | -100,000 | -100.0% | -0.02% | – |
| ANAB | Exit | ANAPTYSBIO INCput | $0 | – | -20,000 | -100.0% | -0.02% | – |
| TSRO | Exit | TESARO INC | $0 | – | -67,281 | -100.0% | -0.03% | – |
| IRWD | Exit | IRONWOOD PHARMACEUTICALS INCcall | $0 | – | -150,000 | -100.0% | -0.03% | – |
| GWPH | Exit | GW PHARMACEUTICALS PLCads | $0 | – | -21,000 | -100.0% | -0.04% | – |
| CPRX | Exit | CATALYST PHARMACEUTICALS INC | $0 | – | -1,102,000 | -100.0% | -0.05% | – |
| MNLO | Exit | MENLO THERAPEUTICS INC | $0 | – | -472,729 | -100.0% | -0.06% | – |
| STIM | Exit | NEURONETICS INC | $0 | – | -150,000 | -100.0% | -0.06% | – |
| ALKS | Exit | ALKERMES PLC | $0 | – | -145,000 | -100.0% | -0.07% | – |
| MCK | Exit | MCKESSON CORPcall | $0 | – | -50,000 | -100.0% | -0.08% | – |
| Exit | INOTEK PHARMACEUTICALS CORPnote 5.750% 8/0 | $0 | – | -7,000,000 | -100.0% | -0.09% | – | |
| FLDM | Exit | FLUIDIGM CORP DEL | $0 | – | -1,077,801 | -100.0% | -0.10% | – |
| Exit | FLUIDIGM CORP DELnote 2.750% 2/0 | $0 | – | -10,000,000 | -100.0% | -0.10% | – | |
| MCK | Exit | MCKESSON CORP | $0 | – | -74,100 | -100.0% | -0.12% | – |
| GBT | Exit | GLOBAL BLOOD THERAPEUTICS IN | $0 | – | -309,500 | -100.0% | -0.14% | – |
| RDUS | Exit | RADIUS HEALTH INC | $0 | – | -762,900 | -100.0% | -0.16% | – |
| PIRS | Exit | PIERIS PHARMACEUTICALS INC | $0 | – | -2,455,900 | -100.0% | -0.17% | – |
| IMGN | Exit | IMMUNOGEN INC | $0 | – | -1,469,189 | -100.0% | -0.17% | – |
| DBVT | Exit | DBV TECHNOLOGIES S Asponsored adr | $0 | – | -665,200 | -100.0% | -0.18% | – |
| SEM | Exit | SELECT MED HLDGS CORP | $0 | – | -1,034,711 | -100.0% | -0.23% | – |
| RCKT | Exit | ROCKET PHARMACEUTICALS INC | $0 | – | -775,000 | -100.0% | -0.23% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INCcall | $0 | – | -100,000 | -100.0% | -0.23% | – |
| AET | Exit | AETNA INC NEW | $0 | – | -98,200 | -100.0% | -0.24% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -496,200 | -100.0% | -0.26% | – |
| CHRS | Exit | COHERUS BIOSCIENCES INC | $0 | – | -1,722,400 | -100.0% | -0.34% | – |
| INSYQ | Exit | INSYS THERAPEUTICS INC NEW | $0 | – | -3,028,354 | -100.0% | -0.37% | – |
| INSM | Exit | INSMED INC | $0 | – | -1,829,300 | -100.0% | -0.45% | – |
| TFX | Exit | TELEFLEX INC | $0 | – | -157,300 | -100.0% | -0.50% | – |
| GLPG | Exit | GALAPAGOS NVspon adr | $0 | – | -391,631 | -100.0% | -0.53% | – |
| LOXO | Exit | LOXO ONCOLOGY INC | $0 | – | -330,000 | -100.0% | -0.68% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -414,100 | -100.0% | -0.69% | – |
| MD | Exit | MEDNAX INC | $0 | – | -1,469,300 | -100.0% | -0.83% | – |
| XRAY | Exit | DENTSPLY SIRONA INC | $0 | – | -1,889,200 | -100.0% | -0.86% | – |
| ARRY | Exit | ARRAY BIOPHARMA INC | $0 | – | -4,806,900 | -100.0% | -0.88% | – |
| NVRO | Exit | NEVRO CORP | $0 | – | -1,357,691 | -100.0% | -0.93% | – |
| CI | Exit | CIGNA CORPORATION | $0 | – | -633,900 | -100.0% | -1.59% | – |
| JAZZ | Exit | JAZZ PHARMACEUTICALS PLC | $0 | – | -884,000 | -100.0% | -1.79% | – |
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 2019-02-14
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.