Orbimed Advisors - Q2 2019 holdings

$6.46 Billion is the total value of Orbimed Advisors's 128 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 32.3% .

 Value Shares↓ Weighting
ASND SellASCENDIS PHARMA A Ssponsored adr$442,944,000
-5.2%
3,846,673
-3.1%
6.86%
-5.2%
TCDA BuyTRICIDA INC$438,569,000
+4.3%
11,114,280
+2.1%
6.79%
+4.3%
BSX BuyBOSTON SCIENTIFIC CORP$290,222,000
+30.6%
6,752,500
+16.6%
4.50%
+30.7%
ALXN SellALEXION PHARMACEUTICALS INC$252,279,000
-4.6%
1,926,085
-1.6%
3.91%
-4.6%
ALEC  ALECTOR INC$250,464,000
+1.5%
13,182,3290.0%3.88%
+1.5%
MRK  MERCK & CO INC$215,503,000
+0.8%
2,570,1000.0%3.34%
+0.8%
PRVL NewPREVAIL THERAPEUTICS INC$182,457,00013,822,463
+100.0%
2.83%
VRTX BuyVERTEX PHARMACEUTICALS INC$178,484,000
+1.6%
973,300
+1.9%
2.76%
+1.6%
NBIX  NEUROCRINE BIOSCIENCES INC$154,777,000
-4.2%
1,833,2000.0%2.40%
-4.1%
IOVA  IOVANCE BIOTHERAPEUTICS INC$136,045,000
+157.8%
5,548,3260.0%2.11%
+157.9%
TMO BuyTHERMO FISHER SCIENTIFIC INC$135,915,000
+11.0%
462,800
+3.5%
2.10%
+11.1%
EW  EDWARDS LIFESCIENCES CORP$132,089,000
-3.4%
715,0000.0%2.05%
-3.4%
SRPT  SAREPTA THERAPEUTICS INC$125,875,000
+27.5%
828,4000.0%1.95%
+27.5%
WMGI  WRIGHT MED GROUP N V$124,880,000
-5.2%
4,187,7990.0%1.93%
-5.1%
ISRG  INTUITIVE SURGICAL INC$110,313,000
-8.1%
210,3000.0%1.71%
-8.1%
TPTX NewTURNING POINT THERAPEUTICS I$104,499,0002,567,550
+100.0%
1.62%
ANTM BuyANTHEM INC$102,047,000
+9.3%
361,600
+11.2%
1.58%
+9.3%
BHC  BAUSCH HEALTH COS INC$94,340,000
+2.1%
3,740,7000.0%1.46%
+2.2%
PTCT BuyPTC THERAPEUTICS INC$94,037,000
+64.4%
2,089,700
+37.5%
1.46%
+64.3%
INSP  INSPIRE MED SYS INC$89,216,000
+6.8%
1,471,0000.0%1.38%
+6.9%
NTRA BuyNATERA INC$88,927,000
+300.2%
3,224,328
+199.2%
1.38%
+300.3%
LOGC  LOGICBIO THERAPEUTICS INC$84,068,000
+31.6%
6,466,7830.0%1.30%
+31.6%
EXEL BuyEXELIXIS INC$83,619,000
+25.4%
3,912,900
+39.7%
1.30%
+25.5%
AVDR  AVEDRO INC$83,276,000
+60.1%
4,240,1280.0%1.29%
+60.2%
DCPH  DECIPHERA PHARMACEUTICALS IN$81,590,000
-2.8%
3,618,1710.0%1.26%
-2.8%
ABT BuyABBOTT LABS$78,886,000
+60.4%
938,000
+52.4%
1.22%
+60.4%
EHTH SellEHEALTH INC$78,335,000
+6.4%
909,814
-23.0%
1.21%
+6.4%
ATNX BuyATHENEX INC$76,035,000
+1343.3%
3,840,130
+793.1%
1.18%
+1336.6%
THOR  SYNTHORX INC$71,824,000
-33.7%
5,316,3550.0%1.11%
-33.7%
QURE NewUNIQURE NV$70,163,000897,800
+100.0%
1.09%
MGTX BuyMEIRAGTX HOLDINGS PLC$69,537,000
+64.0%
2,586,951
+5.1%
1.08%
+64.2%
REGN BuyREGENERON PHARMACEUTICALS$67,545,000
-23.4%
215,800
+0.5%
1.05%
-23.4%
A BuyAGILENT TECHNOLOGIES INC$66,695,000
+3.9%
893,200
+11.8%
1.03%
+3.9%
BOLD SellAUDENTES THERAPEUTICS INC$64,857,000
-8.4%
1,713,069
-5.6%
1.00%
-8.4%
BMY BuyBRISTOL MYERS SQUIBB CO$61,005,000
+7.0%
1,345,200
+12.6%
0.94%
+7.0%
ARVN  ARVINAS INC$58,907,000
+49.0%
2,678,8100.0%0.91%
+49.0%
PRNB SellPRINCIPIA BIOPHARMA INC$53,294,000
-39.8%
1,605,713
-38.4%
0.82%
-39.8%
ILMN SellILLUMINA INC$51,615,000
-26.9%
140,200
-38.3%
0.80%
-26.9%
CRNX BuyCRINETICS PHARMACEUTICALS IN$50,982,000
+17.0%
2,039,282
+6.5%
0.79%
+17.2%
TORC  RESTORBIO INC$49,270,000
+49.6%
4,830,3870.0%0.76%
+49.6%
MYOK BuyMYOKARDIA INC$47,899,000
+1.6%
955,300
+5.4%
0.74%
+1.6%
APLS BuyAPELLIS PHARMACEUTICALS INC$46,213,000
+34.5%
1,823,700
+3.5%
0.72%
+34.6%
VRAY  VIEWRAY INC$45,363,000
+19.2%
5,149,0190.0%0.70%
+19.4%
ARGX SellARGENX SEsponsored adr$43,946,000
-2.6%
310,400
-14.1%
0.68%
-2.4%
ZLAB SellZAI LAB LTDadr$40,763,000
-1.4%
1,169,000
-16.6%
0.63%
-1.4%
NXTC NewNEXTCURE INC$40,611,0002,711,013
+100.0%
0.63%
CI  CIGNA CORP NEW$39,797,000
-2.0%
252,6000.0%0.62%
-2.1%
DXCM BuyDEXCOM INC$39,393,000
+138.5%
262,900
+89.5%
0.61%
+138.3%
TNDM SellTANDEM DIABETES CARE INC$36,827,000
-8.1%
570,790
-9.6%
0.57%
-8.2%
PRTA BuyPROTHENA CORP PLC$32,400,000
+9.7%
3,065,278
+25.9%
0.50%
+9.8%
HARP  HARPOON THERAPEUTICS INC$31,803,000
+37.3%
2,446,4090.0%0.49%
+37.3%
CDNA  CAREDX INC$29,785,000
+14.2%
827,6000.0%0.46%
+14.1%
OBSV  OBSEVA SA$29,469,000
-11.6%
2,605,5310.0%0.46%
-11.6%
SPY BuySPDR S&P 500 ETF TRput$29,300,000
+107.4%
100,000
+100.0%
0.45%
+107.3%
CLVS SellCLOVIS ONCOLOGY INC$28,450,000
-59.5%
1,913,234
-32.4%
0.44%
-59.5%
XTNT  XTANT MED HLDGS INC$27,621,000
-1.6%
9,207,0120.0%0.43%
-1.6%
GILD SellGILEAD SCIENCES INC$27,132,000
-6.0%
401,600
-9.5%
0.42%
-6.0%
MYL SellMYLAN N V$26,148,000
-81.0%
1,373,305
-71.8%
0.40%
-81.0%
KRYS BuyKRYSTAL BIOTECH INC$25,854,000
+1227.2%
642,006
+984.3%
0.40%
+1233.3%
ENDP  ENDO INTL PLC$25,402,000
-48.7%
6,165,4640.0%0.39%
-48.7%
CRVS BuyCORVUS PHARMACEUTICALS INC$24,556,000
+2.4%
6,565,685
+10.0%
0.38%
+2.4%
ADVM BuyADVERUM BIOTECHNOLOGIES INC$23,307,000
+257.8%
1,960,200
+57.7%
0.36%
+257.4%
AUPH BuyAURINIA PHARMACEUTICALS INC$23,234,000
+13.5%
3,531,002
+12.1%
0.36%
+13.6%
BMY NewBRISTOL MYERS SQUIBB COcall$22,675,000500,000
+100.0%
0.35%
ONCE NewSPARK THERAPEUTICS INC$22,513,000219,900
+100.0%
0.35%
AMGN  AMGEN INC$22,501,000
-3.0%
122,1000.0%0.35%
-3.1%
GNFT SellGENFIT S Aads$22,231,000
-24.7%
1,125,607
-8.5%
0.34%
-24.7%
KALA  KALA PHARMACEUTICALS INC$21,997,000
-22.9%
3,447,8400.0%0.34%
-22.7%
ALC NewALCON INC$21,682,000351,380
+100.0%
0.34%
BIIB  BIOGEN INC$20,510,000
-1.1%
87,7000.0%0.32%
-0.9%
SIBN  SI BONE INC$20,042,000
+8.0%
985,3680.0%0.31%
+8.0%
KPTI NewKARYOPHARM THERAPEUTICS INC$18,859,0003,148,475
+100.0%
0.29%
SYBX  SYNLOGIC INC$18,473,000
+19.9%
2,029,9960.0%0.29%
+19.7%
TAK  TAKEDA PHARMACEUTICAL CO LTDcall$17,700,000
-13.1%
1,000,0000.0%0.27%
-13.0%
RYTM  RHYTHM PHARMACEUTICALS INC$17,321,000
-19.7%
787,3000.0%0.27%
-19.8%
VRCA  VERRICA PHARMACEUTICALS INC$17,194,000
+7.5%
1,479,7330.0%0.27%
+7.3%
NVO  NOVO-NORDISK A Sadr$16,843,000
-2.4%
330,0000.0%0.26%
-2.2%
SVA  SINOVAC BIOTECH LTD$16,611,000
-9.6%
2,839,5000.0%0.26%
-9.5%
ALPN  ALPINE IMMUNE SCIENCES INC$15,455,000
-38.6%
3,670,9550.0%0.24%
-38.7%
AGLE  AEGLEA BIOTHERAPEUTICS INC$14,834,000
-14.9%
2,165,5240.0%0.23%
-14.8%
ABBV NewABBVIE INCcall$14,544,000200,000
+100.0%
0.22%
XFOR BuyX4 PHARMACEUTICALS INC$14,047,000
+159.0%
936,493
+200.6%
0.22%
+159.5%
AMRN BuyAMARIN CORP PLCspons adr new$13,914,000
+43.3%
717,600
+53.5%
0.22%
+43.3%
TAK  TAKEDA PHARMACEUTICAL CO LTDsponsored ads$13,275,000
-13.1%
750,0000.0%0.21%
-13.1%
PRQR SellPROQR THRAPEUTICS N V$12,581,000
-54.2%
1,382,502
-30.2%
0.20%
-54.2%
FOMX  FOAMIX PHARMACEUTICALS LTD$12,365,000
-36.5%
5,195,3300.0%0.19%
-36.8%
IMMU SellIMMUNOMEDICS INC$11,348,000
-86.2%
818,200
-80.8%
0.18%
-86.1%
 NABRIVA THERAPEUTICS PLC$11,286,000
-0.4%
4,644,6000.0%0.18%0.0%
SYK  STRYKER CORP$11,101,000
+4.1%
54,0000.0%0.17%
+4.2%
ARQL NewARQULE INC$11,010,0001,000,000
+100.0%
0.17%
PFE NewPFIZER INCput$10,830,000250,000
+100.0%
0.17%
SCPH  SCPHARMACEUTICALS INC$10,877,000
+6.3%
3,409,8650.0%0.17%
+6.3%
CNST  CONSTELLATION PHARMCETICLS I$10,264,000
-9.4%
835,8420.0%0.16%
-9.1%
RETA NewREATA PHARMACEUTICALS INCput$9,435,000100,000
+100.0%
0.15%
PSNL NewPERSONALIS INC$8,145,000300,000
+100.0%
0.13%
PBYI SellPUMA BIOTECHNOLOGY INC$7,934,000
-89.1%
624,249
-66.8%
0.12%
-89.1%
MRSN  MERSANA THERAPEUTICS INC$7,659,000
-23.0%
1,891,1190.0%0.12%
-22.7%
ASMB SellASSEMBLY BIOSCIENCES INC$7,063,000
-64.0%
523,600
-47.4%
0.11%
-64.1%
GILD NewGILEAD SCIENCES INCcall$6,756,000100,000
+100.0%
0.10%
FOLD  AMICUS THERAPEUTICS INC$6,468,000
-8.2%
518,3090.0%0.10%
-8.3%
ARNA NewARENA PHARMACEUTICALS INC$6,449,000110,000
+100.0%
0.10%
VRNA  VERONA PHARMA PLCsponsored ads$6,377,000
-21.5%
1,250,3960.0%0.10%
-21.4%
BMRN SellBIOMARIN PHARMACEUTICAL INCput$6,424,000
-71.1%
75,000
-70.0%
0.10%
-71.2%
BMRN SellBIOMARIN PHARMACEUTICAL INC$6,424,000
-5.5%
75,000
-2.0%
0.10%
-5.7%
XENE  XENON PHARMACEUTICALS INC$6,259,000
-3.0%
634,8120.0%0.10%
-3.0%
ADPT NewADAPTIVE BIOTECHNOLOGIES COR$5,796,000120,000
+100.0%
0.09%
SPRO  SPERO THERAPEUTICS INC$5,841,000
-10.2%
507,4710.0%0.09%
-10.9%
MDCO NewMEDICINES CO$5,526,000151,515
+100.0%
0.09%
ADAP  ADAPTIMMUNE THERAPEUTICS PLCsponds adr$5,430,000
-6.5%
1,350,6550.0%0.08%
-6.7%
NTLA SellINTELLIA THERAPEUTICS INC$5,363,000
-16.8%
327,600
-13.2%
0.08%
-17.0%
SELB  SELECTA BIOSCIENCES INC$5,154,000
-24.5%
2,879,0640.0%0.08%
-24.5%
RARE NewULTRAGENYX PHARMACEUTICAL IN$5,055,00079,607
+100.0%
0.08%
ARPO  AERPIO PHARMACEUTICALS INC$4,726,000
+1.0%
5,193,9460.0%0.07%
+1.4%
CTIC  CTI BIOPHARMA CORP$4,297,000
-11.4%
5,000,0000.0%0.07%
-10.7%
MNLO BuyMENLO THERAPEUTICS INC$4,035,000
-18.9%
673,700
+6.3%
0.06%
-19.5%
STOK NewSTOKE THERAPEUTICS INC$3,792,000130,000
+100.0%
0.06%
NVUS BuyNOVUS THERAPEUTICS INC$3,215,000
-68.5%
3,183,314
+25.5%
0.05%
-68.4%
RLM  REALM THERAPEUTICS PLCsponsored ads$2,870,000
-27.0%
1,021,4840.0%0.04%
-27.9%
ACAD NewACADIA PHARMACEUTICALS INC$2,724,000101,900
+100.0%
0.04%
DVAX NewDYNAVAX TECHNOLOGIES CORP$2,328,000583,500
+100.0%
0.04%
SNDX  SYNDAX PHARMACEUTICALS INC$1,974,000
+77.4%
212,0000.0%0.03%
+82.4%
APLS  APELLIS PHARMACEUTICALS INCcall$1,901,000
+29.9%
75,0000.0%0.03%
+26.1%
AVRO SellAVROBIO INC$1,724,000
-60.6%
106,000
-46.6%
0.03%
-60.3%
MRNS  MARINUS PHARMACEUTICALS INC$1,652,000
-0.7%
398,1010.0%0.03%0.0%
NVTRQ  NUVECTRA CORP$1,173,000
-69.6%
350,0000.0%0.02%
-70.0%
FLXN NewFLEXION THERAPEUTICS INC$1,106,00089,919
+100.0%
0.02%
BLRX  BIOLINERX LTDsponsored ads$379,000
-15.2%
1,038,6000.0%0.01%
-14.3%
MDGS  MEDIGUS LTDsponsored ads$37,000
-15.9%
15,0000.0%0.00%0.0%
REPH ExitRECRO PHARMA INC$0-43,499
-100.0%
-0.00%
SRRA ExitSIERRA ONCOLOGY INC$0-317,104
-100.0%
-0.01%
ExitAEGERION PHARMACEUTICALS INCnote 2.000% 8/1$0-2,000,000
-100.0%
-0.02%
KALV ExitKALVISTA PHARMACEUTICALS INC$0-90,500
-100.0%
-0.04%
AERI ExitAERIE PHARMACEUTICALS INC$0-58,000
-100.0%
-0.04%
NVTA ExitINVITAE CORP$0-222,017
-100.0%
-0.08%
WVE ExitWAVE LIFE SCIENCES LTDput$0-180,000
-100.0%
-0.11%
AMRN ExitAMARIN CORP PLCcall$0-350,000
-100.0%
-0.11%
WMGI ExitWRIGHT MED GROUP N Vcall$0-250,000
-100.0%
-0.12%
ENTA ExitENANTA PHARMACEUTICALS INC$0-233,100
-100.0%
-0.34%
CBAY ExitCYMABAY THERAPEUTICS INC$0-1,874,955
-100.0%
-0.38%
HRTX ExitHERON THERAPEUTICS INC$0-1,069,000
-100.0%
-0.40%
CELG ExitCELGENE CORP$0-295,000
-100.0%
-0.43%
BGNE ExitBEIGENE LTDsponsored adr$0-282,500
-100.0%
-0.58%
HUM ExitHUMANA INC$0-210,300
-100.0%
-0.87%
TEVA ExitTEVA PHARMACEUTICAL INDS LTDsponsored ads$0-4,079,000
-100.0%
-0.99%
GH ExitGUARDANT HEALTH INC$0-1,534,464
-100.0%
-1.82%
CMTA ExitCLEMENTIA PHARMACEUTICALS IN$0-10,425,225
-100.0%
-4.21%
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 2019-08-14
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 Q2 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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