Orbimed Advisors - Q1 2019 holdings

$6.46 Billion is the total value of Orbimed Advisors's 124 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 45.0% .

 Value Shares↓ Weighting
ASND SellASCENDIS PHARMA A Ssponsored adr$467,348,000
+82.5%
3,970,673
-2.9%
7.24%
+52.8%
TCDA  TRICIDA INC$420,544,000
+63.8%
10,889,2800.0%6.51%
+37.1%
CMTA  CLEMENTIA PHARMACEUTICALS IN$272,098,000
+121.9%
10,425,2250.0%4.21%
+85.8%
ALXN SellALEXION PHARMACEUTICALS INC$264,574,000
+32.7%
1,957,200
-4.4%
4.10%
+11.1%
ALEC NewALECTOR INC$246,773,00013,182,329
+100.0%
3.82%
BSX  BOSTON SCIENTIFIC CORP$222,236,000
+8.6%
5,790,4000.0%3.44%
-9.1%
MRK BuyMERCK & CO INC$213,755,000
+12.1%
2,570,100
+3.0%
3.31%
-6.1%
VRTX SellVERTEX PHARMACEUTICALS INC$175,727,000
-6.4%
955,300
-15.7%
2.72%
-21.7%
NBIX BuyNEUROCRINE BIOSCIENCES INC$161,505,000
+357.6%
1,833,200
+270.9%
2.50%
+282.8%
MYL BuyMYLAN N V$137,783,000
+26.1%
4,861,800
+22.0%
2.13%
+5.6%
EW BuyEDWARDS LIFESCIENCES CORP$136,801,000
+91.8%
715,000
+53.6%
2.12%
+60.6%
WMGI SellWRIGHT MED GROUP N V$131,706,000
-1.4%
4,187,799
-14.6%
2.04%
-17.4%
TMO BuyTHERMO FISHER SCIENTIFIC INC$122,435,000
+25.1%
447,300
+2.2%
1.90%
+4.7%
ISRG BuyINTUITIVE SURGICAL INC$119,993,000
+46.9%
210,300
+23.3%
1.86%
+23.0%
GH  GUARDANT HEALTH INC$117,693,000
+104.0%
1,534,4640.0%1.82%
+70.8%
THOR  SYNTHORX INC$108,294,000
+17.2%
5,316,3550.0%1.68%
-1.9%
SRPT BuySAREPTA THERAPEUTICS INC$98,737,000
+15.8%
828,400
+6.1%
1.53%
-3.0%
ANTM BuyANTHEM INC$93,326,000
+16.4%
325,200
+6.5%
1.44%
-2.6%
BHC BuyBAUSCH HEALTH COS INC$92,395,000
+38.9%
3,740,700
+3.9%
1.43%
+16.3%
PRNB  PRINCIPIA BIOPHARMA INC$88,594,000
+24.1%
2,605,7130.0%1.37%
+3.9%
REGN SellREGENERON PHARMACEUTICALS$88,201,000
+6.3%
214,800
-3.3%
1.36%
-11.0%
DCPH BuyDECIPHERA PHARMACEUTICALS IN$83,978,000
+63.8%
3,618,171
+48.2%
1.30%
+37.1%
INSP SellINSPIRE MED SYS INC$83,523,000
+8.1%
1,471,000
-19.6%
1.29%
-9.5%
IMMU SellIMMUNOMEDICS INC$82,034,000
+15.7%
4,270,403
-14.0%
1.27%
-3.1%
EHTH BuyEHEALTH INC$73,637,000
+74.2%
1,181,214
+7.4%
1.14%
+46.0%
PBYI SellPUMA BIOTECHNOLOGY INC$72,925,000
+37.9%
1,880,000
-27.7%
1.13%
+15.4%
BOLD SellAUDENTES THERAPEUTICS INC$70,821,000
+75.4%
1,815,000
-4.1%
1.10%
+46.9%
ILMN SellILLUMINA INC$70,620,000
-4.2%
227,300
-7.6%
1.09%
-19.9%
CLVS BuyCLOVIS ONCOLOGY INC$70,298,000
+42.2%
2,832,300
+2.9%
1.09%
+19.0%
EXEL  EXELIXIS INC$66,685,000
+21.0%
2,801,9000.0%1.03%
+1.3%
A BuyAGILENT TECHNOLOGIES INC$64,200,000
+26.4%
798,700
+6.1%
0.99%
+5.9%
TEVA NewTEVA PHARMACEUTICAL INDS LTDsponsored ads$63,959,0004,079,000
+100.0%
0.99%
LOGC  LOGICBIO THERAPEUTICS INC$63,892,000
-5.0%
6,466,7830.0%0.99%
-20.5%
PTCT  PTC THERAPEUTICS INC$57,202,000
+9.7%
1,519,7000.0%0.89%
-8.1%
BMY BuyBRISTOL MYERS SQUIBB CO$57,013,000
+116.8%
1,195,000
+136.2%
0.88%
+81.7%
HUM BuyHUMANA INC$55,940,000
-5.4%
210,300
+1.8%
0.87%
-20.8%
IOVA  IOVANCE BIOTHERAPEUTICS INC$52,765,000
+7.5%
5,548,3260.0%0.82%
-10.0%
AVDR NewAVEDRO INC$52,026,0004,240,128
+100.0%
0.80%
ENDP NewENDO INTL PLC$49,509,0006,165,464
+100.0%
0.77%
ABT BuyABBOTT LABS$49,195,000
+51.7%
615,400
+37.2%
0.76%
+27.0%
MYOK BuyMYOKARDIA INC$47,134,000
+187.9%
906,600
+170.5%
0.73%
+140.9%
ARGX SellARGENX SEsponsored adr$45,105,000
-27.5%
361,300
-44.2%
0.70%
-39.3%
CRNX  CRINETICS PHARMACEUTICALS IN$43,569,000
-24.1%
1,914,2820.0%0.67%
-36.5%
MGTX BuyMEIRAGTX HOLDINGS PLC$42,390,000
+835.8%
2,460,251
+423.5%
0.66%
+681.0%
ZLAB SellZAI LAB LTDadr$41,353,000
+1.6%
1,401,318
-20.1%
0.64%
-15.0%
CI SellCIGNA CORP NEW$40,623,000
-55.7%
252,600
-47.7%
0.63%
-62.9%
TNDM SellTANDEM DIABETES CARE INC$40,088,000
+11.4%
631,300
-33.4%
0.62%
-6.8%
ARVN  ARVINAS INC$39,539,000
+14.9%
2,678,8100.0%0.61%
-3.9%
VRAY  VIEWRAY INC$38,051,000
+21.7%
5,149,0190.0%0.59%
+1.9%
BGNE  BEIGENE LTDsponsored adr$37,290,000
-5.9%
282,5000.0%0.58%
-21.3%
APLS BuyAPELLIS PHARMACEUTICALS INC$34,365,000
+696.8%
1,762,300
+438.9%
0.53%
+565.0%
OBSV  OBSEVA SA$33,325,000
+1.0%
2,605,5310.0%0.52%
-15.4%
TORC  RESTORBIO INC$32,943,000
-20.9%
4,830,3870.0%0.51%
-33.8%
PRTA NewPROTHENA CORP PLC$29,540,0002,435,278
+100.0%
0.46%
GNFT NewGENFIT S Aads$29,528,0001,230,314
+100.0%
0.46%
GILD  GILEAD SCIENCES INC$28,851,000
+3.9%
443,8000.0%0.45%
-12.9%
KALA  KALA PHARMACEUTICALS INC$28,514,000
+69.1%
3,447,8400.0%0.44%
+41.3%
XTNT  XTANT MED HLDGS INC$28,081,000
+89.4%
9,207,0120.0%0.44%
+58.8%
CELG SellCELGENE CORP$27,830,000
-86.7%
295,000
-90.9%
0.43%
-88.8%
PRQR BuyPROQR THRAPEUTICS N V$27,491,000
+21.2%
1,982,031
+37.9%
0.43%
+1.4%
CDNA NewCAREDX INC$26,086,000827,600
+100.0%
0.40%
HRTX SellHERON THERAPEUTICS INC$26,126,000
-28.1%
1,069,000
-23.7%
0.40%
-39.9%
ALPN BuyALPINE IMMUNE SCIENCES INC$25,183,000
+107.5%
3,670,955
+11.3%
0.39%
+74.1%
CBAY NewCYMABAY THERAPEUTICS INC$24,899,0001,874,955
+100.0%
0.38%
CRVS  CORVUS PHARMACEUTICALS INC$23,990,000
+9.5%
5,967,5840.0%0.37%
-8.4%
HARP NewHARPOON THERAPEUTICS INC$23,167,0002,446,409
+100.0%
0.36%
AMGN  AMGEN INC$23,197,000
-2.4%
122,1000.0%0.36%
-18.4%
ENTA NewENANTA PHARMACEUTICALS INC$22,266,000233,100
+100.0%
0.34%
NTRA BuyNATERA INC$22,220,000
+132.7%
1,077,586
+57.5%
0.34%
+94.4%
BMRN NewBIOMARIN PHARMACEUTICAL INCput$22,208,000250,000
+100.0%
0.34%
RYTM SellRHYTHM PHARMACEUTICALS INC$21,580,000
-13.5%
787,300
-15.2%
0.33%
-27.7%
BIIB SellBIOGEN INC$20,731,000
-91.8%
87,700
-89.5%
0.32%
-93.1%
AUPH NewAURINIA PHARMACEUTICALS INC$20,474,0003,149,810
+100.0%
0.32%
TAK NewTAKEDA PHARMACEUTICAL CO LTDcall$20,370,0001,000,000
+100.0%
0.32%
ASMB  ASSEMBLY BIOSCIENCES INC$19,614,000
-13.0%
996,1230.0%0.30%
-27.1%
FOMX  FOAMIX PHARMACEUTICALS LTD$19,482,000
+4.5%
5,195,3300.0%0.30%
-12.5%
SIBN  SI BONE INC$18,564,000
-9.8%
985,3680.0%0.29%
-24.7%
SVA  SINOVAC BIOTECH LTD$18,372,000
-6.8%
2,839,5000.0%0.28%
-22.0%
AGLE  AEGLEA BIOTHERAPEUTICS INC$17,432,000
+7.5%
2,165,5240.0%0.27%
-10.0%
NVO  NOVO-NORDISK A Sadr$17,262,000
+13.5%
330,0000.0%0.27%
-5.0%
DXCM  DEXCOM INC$16,519,000
-0.6%
138,7000.0%0.26%
-16.6%
VRCA  VERRICA PHARMACEUTICALS INC$15,996,000
+32.6%
1,479,7330.0%0.25%
+11.2%
SYBX  SYNLOGIC INC$15,408,000
+8.3%
2,029,9960.0%0.24%
-9.1%
TAK NewTAKEDA PHARMACEUTICAL CO LTDsponsored ads$15,278,000750,000
+100.0%
0.24%
SPY NewSPDR S&P 500 ETF TRput$14,124,00050,000
+100.0%
0.22%
CNST  CONSTELLATION PHARMCETICLS I$11,326,000
+237.9%
835,8420.0%0.18%
+182.3%
 NABRIVA THERAPEUTICS PLC$11,333,000
+67.1%
4,644,6000.0%0.18%
+40.0%
SYK SellSTRYKER CORP$10,666,000
-47.7%
54,000
-58.5%
0.16%
-56.2%
SCPH  SCPHARMACEUTICALS INC$10,230,000
-20.2%
3,409,8650.0%0.16%
-33.3%
NVUS  NOVUS THERAPEUTICS INC$10,199,000
+151.3%
2,537,1100.0%0.16%
+110.7%
MRSN NewMERSANA THERAPEUTICS INC$9,947,0001,891,119
+100.0%
0.15%
AMRN BuyAMARIN CORP PLCspons adr new$9,707,000
+780.9%
467,600
+477.3%
0.15%
+650.0%
VRNA  VERONA PHARMA PLCsponsored ads$8,128,000
-32.6%
1,250,3960.0%0.13%
-43.5%
WMGI NewWRIGHT MED GROUP N Vcall$7,863,000250,000
+100.0%
0.12%
AMRN NewAMARIN CORP PLCcall$7,266,000350,000
+100.0%
0.11%
FOLD BuyAMICUS THERAPEUTICS INC$7,049,000
+127.8%
518,309
+60.5%
0.11%
+91.2%
WVE NewWAVE LIFE SCIENCES LTDput$6,993,000180,000
+100.0%
0.11%
SELB BuySELECTA BIOSCIENCES INC$6,823,000
+62.5%
2,879,064
+82.3%
0.11%
+35.9%
BMRN  BIOMARIN PHARMACEUTICAL INC$6,795,000
+4.3%
76,5000.0%0.10%
-12.5%
SPRO NewSPERO THERAPEUTICS INC$6,501,000507,471
+100.0%
0.10%
ADVM NewADVERUM BIOTECHNOLOGIES INC$6,514,0001,243,200
+100.0%
0.10%
XENE  XENON PHARMACEUTICALS INC$6,450,000
+61.0%
634,8120.0%0.10%
+35.1%
NTLA  INTELLIA THERAPEUTICS INC$6,449,000
+25.1%
377,6000.0%0.10%
+5.3%
ADAP  ADAPTIMMUNE THERAPEUTICS PLCsponds adr$5,808,000
-25.2%
1,350,6550.0%0.09%
-37.5%
XFOR NewX4 PHARMACEUTICALS INC$5,423,000311,493
+100.0%
0.08%
ATNX  ATHENEX INC$5,268,000
-3.5%
430,0000.0%0.08%
-18.8%
NVTA SellINVITAE CORP$5,200,000
-43.0%
222,017
-73.1%
0.08%
-52.7%
MNLO NewMENLO THERAPEUTICS INC$4,976,000633,920
+100.0%
0.08%
CTIC  CTI BIOPHARMA CORP$4,851,000
+32.3%
5,000,0000.0%0.08%
+10.3%
ARPO  AERPIO PHARMACEUTICALS INC$4,680,000
-47.0%
5,193,9460.0%0.07%
-55.8%
AVRO SellAVROBIO INC$4,379,000
+5.2%
198,583
-20.5%
0.07%
-11.7%
RLM  REALM THERAPEUTICS PLCsponsored ads$3,933,000
+108.1%
1,021,4840.0%0.06%
+74.3%
NVTRQ  NUVECTRA CORP$3,854,000
-32.6%
350,0000.0%0.06%
-43.4%
AERI SellAERIE PHARMACEUTICALS INC$2,755,000
-91.2%
58,000
-93.3%
0.04%
-92.6%
KALV NewKALVISTA PHARMACEUTICALS INC$2,590,00090,500
+100.0%
0.04%
KRYS NewKRYSTAL BIOTECH INC$1,948,00059,210
+100.0%
0.03%
MRNS SellMARINUS PHARMACEUTICALS INC$1,664,000
+16.4%
398,101
-20.1%
0.03%0.0%
APLS NewAPELLIS PHARMACEUTICALS INCcall$1,463,00075,000
+100.0%
0.02%
 AEGERION PHARMACEUTICALS INCnote 2.000% 8/1$1,381,000
-17.6%
2,000,0000.0%0.02%
-32.3%
SNDX  SYNDAX PHARMACEUTICALS INC$1,113,000
+18.0%
212,0000.0%0.02%0.0%
SRRA SellSIERRA ONCOLOGY INC$542,000
-1.6%
317,104
-24.0%
0.01%
-20.0%
BLRX  BIOLINERX LTDsponsored ads$447,000
-1.5%
1,038,6000.0%0.01%
-12.5%
REPH SellRECRO PHARMA INC$255,000
-66.5%
43,499
-59.5%
0.00%
-71.4%
MDGS  MEDIGUS LTDsponsored ads$44,000
+12.8%
15,0000.0%0.00%0.0%
WMGIZ ExitWRIGHT MED GROUP N Vright 03/01/2019$0-8,746,583
-100.0%
-0.00%
ALIM ExitALIMERA SCIENCES INC$0-250,000
-100.0%
-0.00%
RDHL ExitREDHILL BIOPHARMA LTDsponsored ads$0-54,600
-100.0%
-0.01%
ADMS ExitADAMAS PHARMACEUTICALS INCcall$0-100,000
-100.0%
-0.02%
MDCO ExitMEDICINES CO$0-54,600
-100.0%
-0.02%
AFMD ExitAFFIMED N V$0-326,650
-100.0%
-0.02%
IMMU ExitIMMUNOMEDICS INCcall$0-100,000
-100.0%
-0.03%
ECOR ExitELECTROCORE INC$0-397,826
-100.0%
-0.05%
RMED ExitRA MED SYS INC$0-350,000
-100.0%
-0.05%
YI Exit111 INCads$0-500,000
-100.0%
-0.06%
SAGE ExitSAGE THERAPEUTICS INC$0-36,300
-100.0%
-0.06%
ASNS ExitARSANIS INC$0-1,868,966
-100.0%
-0.08%
ICPT ExitINTERCEPT PHARMACEUTICALS IN$0-47,800
-100.0%
-0.09%
CELG ExitCELGENE CORPcall$0-100,000
-100.0%
-0.12%
ICPT ExitINTERCEPT PHARMACEUTICALS INcall$0-66,000
-100.0%
-0.12%
DERM ExitDERMIRA INC$0-1,031,596
-100.0%
-0.14%
BSX ExitBOSTON SCIENTIFIC CORPcall$0-250,000
-100.0%
-0.16%
ALLK ExitALLAKOS INC$0-175,000
-100.0%
-0.17%
HCA ExitHCA HEALTHCARE INC$0-75,900
-100.0%
-0.18%
THC ExitTENET HEALTHCARE CORP$0-562,785
-100.0%
-0.18%
ExitINSMED INCnote 1.750% 1/1$0-16,952,000
-100.0%
-0.22%
ACIU ExitAC IMMUNE SA$0-1,440,000
-100.0%
-0.25%
SPPI ExitSPECTRUM PHARMACEUTICALS INC$0-2,265,500
-100.0%
-0.37%
SHPG ExitSHIRE PLCcall$0-150,000
-100.0%
-0.48%
PFE ExitPFIZER INC$0-602,200
-100.0%
-0.49%
DVA ExitDAVITA INC$0-534,000
-100.0%
-0.51%
IRWD ExitIRONWOOD PHARMACEUTICALS INC$0-2,878,000
-100.0%
-0.55%
MOH ExitMOLINA HEALTHCARE INC$0-305,000
-100.0%
-0.66%
BLUE ExitBLUEBIRD BIO INC$0-387,200
-100.0%
-0.71%
UNH ExitUNITEDHEALTH GROUP INC$0-186,500
-100.0%
-0.86%
CNC ExitCENTENE CORP DEL$0-417,400
-100.0%
-0.89%
CVS ExitCVS HEALTH CORP$0-793,800
-100.0%
-0.96%
AGN ExitALLERGAN PLC$0-957,000
-100.0%
-2.36%
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 2019-05-15
Signatures

The EDGAR filing(s) were signed by:

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
NameQuarters ownedLatest quarter ownedMax weighting
BIOGEN INC42Q3 20235.0%
VERTEX PHARMACEUTICALS INC42Q3 20233.7%
THERMO FISHER SCIENTIFIC INC42Q3 20233.2%
SINOVAC BIOTECH LTD41Q3 20237.2%
NEUROCRINE BIOSCIENCES INC41Q3 20232.7%
BOSTON SCIENTIFIC CORP40Q3 20235.6%
BRISTOL-MYERS SQUIBB CO40Q2 20235.2%
AMGEN INC40Q3 20235.5%
INTUITIVE SURGICAL INC40Q3 20233.8%
GILEAD SCIENCES INC39Q3 20235.5%

View Orbimed Advisors's complete holdings history.

Latest significant ownerships (13-D/G)
Orbimed Advisors Q1 2019 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Ikena Oncology, Inc.September 21, 20232,189,1115.2%
Galecto, Inc.September 18, 2023749,5572.8%
PMV Pharmaceuticals, Inc.August 23, 20236,563,07713.5%
Gracell Biotechnologies Inc.August 11, 20237,641,5318.0%
Xtant Medical Holdings, Inc.August 03, 202373,114,59256.7%
Turnstone Biologics Corp.July 24, 20233,099,26513.4%
Prelude Therapeutics IncMay 24, 202315,716,64228.6%
VectivBio Holding AGMay 24, 20235,156,5617.7%
Fusion Pharmaceuticals Inc.May 16, 20232,930,6704.6%
Verona Pharma plcMay 16, 20233,777,7784.8%

View Orbimed Advisors's complete significant-ownership history.

Latest filings
TypeFiled
42024-04-26
42024-04-23
42024-04-18
42024-04-15
3/A2024-04-12
SC 13D/A2024-04-12
42024-04-05
SC 13D/A2024-04-04
32024-04-03
SC 13D2024-03-28

View Orbimed Advisors's complete filings history.

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