Orbimed Advisors - Q3 2019 holdings

$5.27 Billion is the total value of Orbimed Advisors's 116 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 42.2% .

 Value Shares↓ Weighting
ASND SellASCENDIS PHARMA A Ssponsored adr$358,231,000
-19.1%
3,719,173
-3.3%
6.80%
-0.9%
TCDA  TRICIDA INC$343,098,000
-21.8%
11,114,2800.0%6.51%
-4.2%
BSX SellBOSTON SCIENTIFIC CORP$214,383,000
-26.1%
5,268,700
-22.0%
4.07%
-9.5%
ALEC SellALECTOR INC$180,716,000
-27.8%
12,532,329
-4.9%
3.43%
-11.6%
PRVL  PREVAIL THERAPEUTICS INC$169,740,000
-7.0%
13,822,4630.0%3.22%
+14.0%
MRK SellMERCK & CO INC$164,496,000
-23.7%
1,954,100
-24.0%
3.12%
-6.5%
ALXN SellALEXION PHARMACEUTICALS INC$162,902,000
-35.4%
1,663,285
-13.6%
3.09%
-20.9%
SWTX NewSPRINGWORKS THERAPEUTICS INC$160,569,0007,406,307
+100.0%
3.05%
VRTX SellVERTEX PHARMACEUTICALS INC$143,397,000
-19.7%
846,400
-13.0%
2.72%
-1.6%
NBIX SellNEUROCRINE BIOSCIENCES INC$141,939,000
-8.3%
1,575,170
-14.1%
2.69%
+12.3%
EW SellEDWARDS LIFESCIENCES CORP$111,670,000
-15.5%
507,800
-29.0%
2.12%
+3.6%
ISRG SellINTUITIVE SURGICAL INC$111,010,000
+0.6%
205,600
-2.2%
2.11%
+23.3%
TPTX BuyTURNING POINT THERAPEUTICS I$103,224,000
-1.2%
2,745,327
+6.9%
1.96%
+21.1%
TMO SellTHERMO FISHER SCIENTIFIC INC$102,498,000
-24.6%
351,900
-24.0%
1.94%
-7.6%
IOVA  IOVANCE BIOTHERAPEUTICS INC$100,980,000
-25.8%
5,548,3260.0%1.92%
-9.1%
NTRA SellNATERA INC$98,404,000
+10.7%
3,000,128
-7.0%
1.87%
+35.6%
AVDR  AVEDRO INC$96,251,000
+15.6%
4,240,1280.0%1.83%
+41.6%
INSP  INSPIRE MED SYS INC$89,760,000
+0.6%
1,471,0000.0%1.70%
+23.2%
THOR  SYNTHORX INC$86,497,000
+20.4%
5,316,3550.0%1.64%
+47.6%
NXTC  NEXTCURE INC$83,635,000
+105.9%
2,711,0130.0%1.59%
+152.3%
DCPH SellDECIPHERA PHARMACEUTICALS IN$83,512,000
+2.4%
2,460,571
-32.0%
1.58%
+25.4%
WMGI SellWRIGHT MED GROUP N V$79,162,000
-36.6%
3,837,250
-8.4%
1.50%
-22.3%
EHTH BuyEHEALTH INC$74,632,000
-4.7%
1,117,414
+22.8%
1.42%
+16.7%
BHC SellBAUSCH HEALTH COS INC$72,374,000
-23.3%
3,312,300
-11.5%
1.37%
-6.0%
LOGC  LOGICBIO THERAPEUTICS INC$69,906,000
-16.8%
6,466,7830.0%1.33%
+1.8%
EXEL  EXELIXIS INC$69,200,000
-17.2%
3,912,9000.0%1.31%
+1.4%
ABT SellABBOTT LABS$68,810,000
-12.8%
822,400
-12.3%
1.31%
+6.9%
PTCT SellPTC THERAPEUTICS INC$66,250,000
-29.5%
1,958,900
-6.3%
1.26%
-13.7%
REGN BuyREGENERON PHARMACEUTICALS$63,275,000
-6.3%
228,100
+5.7%
1.20%
+14.8%
SRPT BuySAREPTA THERAPEUTICS INC$63,069,000
-49.9%
837,349
+1.1%
1.20%
-38.6%
ANTM SellANTHEM INC$61,129,000
-40.1%
254,600
-29.6%
1.16%
-26.6%
DXCM BuyDEXCOM INC$57,308,000
+45.5%
384,000
+46.1%
1.09%
+78.2%
MGTX BuyMEIRAGTX HOLDINGS PLC$53,418,000
-23.2%
3,349,060
+29.5%
1.01%
-5.8%
HUM NewHUMANA INC$46,481,000181,800
+100.0%
0.88%
PRNB  PRINCIPIA BIOPHARMA INC$45,345,000
-14.9%
1,605,7130.0%0.86%
+4.2%
ARVN SellARVINAS INC$45,153,000
-23.3%
2,095,283
-21.8%
0.86%
-6.0%
BLU NewBELLUS HEALTH INC NEW$45,129,0007,025,832
+100.0%
0.86%
BOLD SellAUDENTES THERAPEUTICS INC$44,609,000
-31.2%
1,588,069
-7.3%
0.85%
-15.7%
CI BuyCIGNA CORP NEW$44,262,000
+11.2%
291,600
+15.4%
0.84%
+36.4%
TORC  RESTORBIO INC$42,701,000
-13.3%
4,830,3870.0%0.81%
+6.2%
MRTX NewMIRATI THERAPEUTICS INC$41,693,000535,143
+100.0%
0.79%
MYOK SellMYOKARDIA INC$40,835,000
-14.7%
783,032
-18.0%
0.78%
+4.4%
ATNX SellATHENEX INC$40,253,000
-47.1%
3,308,920
-13.8%
0.76%
-35.1%
TNDM BuyTANDEM DIABETES CARE INC$39,186,000
+6.4%
664,390
+16.4%
0.74%
+30.5%
RARE BuyULTRAGENYX PHARMACEUTICAL IN$35,692,000
+606.1%
834,313
+948.0%
0.68%
+767.9%
ARGX  ARGENX SEsponsored adr$35,373,000
-19.5%
310,4000.0%0.67%
-1.5%
HARP  HARPOON THERAPEUTICS INC$33,418,000
+5.1%
2,446,4090.0%0.63%
+28.6%
QURE SellUNIQURE NV$33,047,000
-52.9%
839,600
-6.5%
0.63%
-42.3%
CRNX  CRINETICS PHARMACEUTICALS IN$30,671,000
-39.8%
2,039,2820.0%0.58%
-26.3%
ARQL BuyARQULE INC$26,538,000
+141.0%
3,701,273
+270.1%
0.50%
+194.7%
IQV NewIQVIA HLDGS INC$26,142,000175,000
+100.0%
0.50%
XTNT  XTANT MED HLDGS INC$26,148,000
-5.3%
9,207,0120.0%0.50%
+15.9%
ONCE BuySPARK THERAPEUTICS INC$23,750,000
+5.5%
244,900
+11.4%
0.45%
+29.2%
PRTA SellPROTHENA CORP PLC$23,693,000
-26.9%
3,022,117
-1.4%
0.45%
-10.4%
AMGN  AMGEN INC$23,628,000
+5.0%
122,1000.0%0.45%
+28.7%
AGLE BuyAEGLEA BIOTHERAPEUTICS INC$22,036,000
+48.6%
2,865,524
+32.3%
0.42%
+81.7%
ADVM BuyADVERUM BIOTECHNOLOGIES INC$21,871,000
-6.2%
4,012,969
+104.7%
0.42%
+15.0%
VRCA  VERRICA PHARMACEUTICALS INC$21,841,000
+27.0%
1,479,7330.0%0.41%
+55.6%
OBSV  OBSEVA SA$21,704,000
-26.3%
2,605,5310.0%0.41%
-9.6%
CRSP NewCRISPR THERAPEUTICS AGnamen akt$21,167,000516,400
+100.0%
0.40%
KRYS SellKRYSTAL BIOTECH INC$20,903,000
-19.1%
601,950
-6.2%
0.40%
-0.8%
GILD SellGILEAD SCIENCES INC$20,668,000
-23.8%
326,100
-18.8%
0.39%
-6.7%
ALC  ALCON INC$20,493,000
-5.5%
351,3800.0%0.39%
+15.8%
CRVS BuyCORVUS PHARMACEUTICALS INC$20,370,000
-17.0%
6,767,584
+3.1%
0.39%
+1.8%
SCPH  SCPHARMACEUTICALS INC$20,016,000
+84.0%
3,409,8650.0%0.38%
+126.2%
IBB NewISHARES TRput$19,900,000200,000
+100.0%
0.38%
AUPH  AURINIA PHARMACEUTICALS INC$18,856,000
-18.8%
3,531,0020.0%0.36%
-0.6%
NVO  NOVO-NORDISK A Sadr$17,061,000
+1.3%
330,0000.0%0.32%
+24.1%
ZLAB SellZAI LAB LTDadr$16,628,000
-59.2%
514,000
-56.0%
0.32%
-49.9%
SVA  SINOVAC BIOTECH LTD$16,611,0000.0%2,839,5000.0%0.32%
+22.6%
APLS SellAPELLIS PHARMACEUTICALS INC$15,029,000
-67.5%
623,859
-65.8%
0.28%
-60.2%
ALPN  ALPINE IMMUNE SCIENCES INC$14,537,000
-5.9%
3,670,9550.0%0.28%
+15.5%
FOMX SellFOAMIX PHARMACEUTICALS LTD$14,558,000
+17.7%
4,788,896
-7.8%
0.28%
+44.5%
KALA  KALA PHARMACEUTICALS INC$13,119,000
-40.4%
3,447,8400.0%0.25%
-27.0%
TAK  TAKEDA PHARMACEUTICAL CO LTDsponsored ads$12,900,000
-2.8%
750,0000.0%0.24%
+18.9%
RETA BuyREATA PHARMACEUTICALS INCput$12,044,000
+27.7%
150,000
+50.0%
0.23%
+56.8%
XFOR  X4 PHARMACEUTICALS INC$11,903,000
-15.3%
936,4930.0%0.23%
+3.7%
KPTI SellKARYOPHARM THERAPEUTICS INC$10,254,000
-45.6%
1,065,900
-66.1%
0.20%
-33.2%
INSM NewINSMED INC$9,919,000562,300
+100.0%
0.19%
 NABRIVA THERAPEUTICS PLC$9,289,000
-17.7%
4,644,6000.0%0.18%
+0.6%
RARX NewRA PHARMACEUTICALS INC$8,914,000376,894
+100.0%
0.17%
BIIB SellBIOGEN INC$8,428,000
-58.9%
36,200
-58.7%
0.16%
-49.7%
AVRO BuyAVROBIO INC$8,058,000
+367.4%
570,700
+438.4%
0.15%
+466.7%
SIBN SellSI BONE INC$7,457,000
-62.8%
422,000
-57.2%
0.14%
-54.2%
PSNL BuyPERSONALIS INC$7,100,000
-12.8%
483,842
+61.3%
0.14%
+7.1%
PBYI BuyPUMA BIOTECHNOLOGY INC$6,853,000
-13.6%
636,600
+2.0%
0.13%
+5.7%
EHTH NewEHEALTH INCcall$6,679,000100,000
+100.0%
0.13%
ALDR NewALDER BIOPHARMACEUTICALS INCput$6,601,000350,000
+100.0%
0.12%
XENE  XENON PHARMACEUTICALS INC$5,720,000
-8.6%
634,8120.0%0.11%
+12.4%
VRNA  VERONA PHARMA PLCsponsored ads$5,714,000
-10.4%
1,250,3960.0%0.11%
+9.1%
HCAT NewHEALTH CATALYST INC$5,682,000179,598
+100.0%
0.11%
CNST  CONSTELLATION PHARMCETICLS I$5,400,000
-47.4%
835,8420.0%0.10%
-35.8%
ARNA  ARENA PHARMACEUTICALS INC$5,035,000
-21.9%
110,0000.0%0.10%
-4.0%
SELB  SELECTA BIOSCIENCES INC$5,038,000
-2.3%
2,879,0640.0%0.10%
+20.0%
EPIX NewESSA PHARMA INC$4,960,0001,471,853
+100.0%
0.09%
SYBX  SYNLOGIC INC$4,649,000
-74.8%
2,029,9960.0%0.09%
-69.2%
NTLA  INTELLIA THERAPEUTICS INC$4,373,000
-18.5%
327,6000.0%0.08%0.0%
CTIC  CTI BIOPHARMA CORP$4,185,000
-2.6%
5,000,0000.0%0.08%
+17.9%
SRPT NewSAREPTA THERAPEUTICS INCcall$3,766,00050,000
+100.0%
0.07%
ARPO  AERPIO PHARMACEUTICALS INC$3,531,000
-25.3%
5,193,9460.0%0.07%
-8.2%
ACAD SellACADIA PHARMACEUTICALS INC$3,460,000
+27.0%
96,143
-5.6%
0.07%
+57.1%
AMRN SellAMARIN CORP PLCspons adr new$3,352,000
-75.9%
221,100
-69.2%
0.06%
-70.2%
MRSN  MERSANA THERAPEUTICS INC$2,988,000
-61.0%
1,891,1190.0%0.06%
-52.1%
MNLO SellMENLO THERAPEUTICS INC$2,968,000
-26.4%
662,600
-1.6%
0.06%
-9.7%
CRIS NewCURIS INC$2,781,0001,241,494
+100.0%
0.05%
ICPT NewINTERCEPT PHARMACEUTICALS IN$2,137,00032,200
+100.0%
0.04%
ADAP  ADAPTIMMUNE THERAPEUTICS PLCsponds adr$2,039,000
-62.4%
1,350,6550.0%0.04%
-53.6%
NVUS  NOVUS THERAPEUTICS INC$1,974,000
-38.6%
3,183,3140.0%0.04%
-26.0%
PBYI NewPUMA BIOTECHNOLOGY INCcall$1,615,000150,000
+100.0%
0.03%
SNDX  SYNDAX PHARMACEUTICALS INC$1,584,000
-19.8%
212,0000.0%0.03%
-3.2%
SPRO SellSPERO THERAPEUTICS INC$1,492,000
-74.5%
140,709
-72.3%
0.03%
-68.9%
CVM NewCEL SCI CORPput$1,118,000125,000
+100.0%
0.02%
RUBY NewRUBIUS THERAPEUTICS INCput$785,000100,000
+100.0%
0.02%
KALV NewKALVISTA PHARMACEUTICALS INC$449,00038,733
+100.0%
0.01%
BLRX NewBIOLINERX LTDsponsored ads$183,00069,240
+100.0%
0.00%
MDGS  MEDIGUS LTDsponsored ads$26,000
-29.7%
15,0000.0%0.00%
-100.0%
BLRX ExitBIOLINERX LTDsponsored ads$0-1,038,600
-100.0%
-0.01%
FLXN ExitFLEXION THERAPEUTICS INC$0-89,919
-100.0%
-0.02%
NVTRQ ExitNUVECTRA CORP$0-350,000
-100.0%
-0.02%
MRNS ExitMARINUS PHARMACEUTICALS INC$0-398,101
-100.0%
-0.03%
APLS ExitAPELLIS PHARMACEUTICALS INCcall$0-75,000
-100.0%
-0.03%
DVAX ExitDYNAVAX TECHNOLOGIES CORP$0-583,500
-100.0%
-0.04%
RLM ExitREALM THERAPEUTICS PLCsponsored ads$0-1,021,484
-100.0%
-0.04%
STOK ExitSTOKE THERAPEUTICS INC$0-130,000
-100.0%
-0.06%
MDCO ExitMEDICINES CO$0-151,515
-100.0%
-0.09%
ADPT ExitADAPTIVE BIOTECHNOLOGIES COR$0-120,000
-100.0%
-0.09%
BMRN ExitBIOMARIN PHARMACEUTICAL INCput$0-75,000
-100.0%
-0.10%
BMRN ExitBIOMARIN PHARMACEUTICAL INC$0-75,000
-100.0%
-0.10%
FOLD ExitAMICUS THERAPEUTICS INC$0-518,309
-100.0%
-0.10%
GILD ExitGILEAD SCIENCES INCcall$0-100,000
-100.0%
-0.10%
ASMB ExitASSEMBLY BIOSCIENCES INC$0-523,600
-100.0%
-0.11%
PFE ExitPFIZER INCput$0-250,000
-100.0%
-0.17%
SYK ExitSTRYKER CORP$0-54,000
-100.0%
-0.17%
IMMU ExitIMMUNOMEDICS INC$0-818,200
-100.0%
-0.18%
PRQR ExitPROQR THRAPEUTICS N V$0-1,382,502
-100.0%
-0.20%
ABBV ExitABBVIE INCcall$0-200,000
-100.0%
-0.22%
RYTM ExitRHYTHM PHARMACEUTICALS INC$0-787,300
-100.0%
-0.27%
TAK ExitTAKEDA PHARMACEUTICAL CO LTDcall$0-1,000,000
-100.0%
-0.27%
GNFT ExitGENFIT S Aads$0-1,125,607
-100.0%
-0.34%
BMY ExitBRISTOL MYERS SQUIBB COcall$0-500,000
-100.0%
-0.35%
ENDP ExitENDO INTL PLC$0-6,165,464
-100.0%
-0.39%
MYL ExitMYLAN N V$0-1,373,305
-100.0%
-0.40%
CLVS ExitCLOVIS ONCOLOGY INC$0-1,913,234
-100.0%
-0.44%
SPY ExitSPDR S&P 500 ETF TRput$0-100,000
-100.0%
-0.45%
CDNA ExitCAREDX INC$0-827,600
-100.0%
-0.46%
VRAY ExitVIEWRAY INC$0-5,149,019
-100.0%
-0.70%
ILMN ExitILLUMINA INC$0-140,200
-100.0%
-0.80%
BMY ExitBRISTOL MYERS SQUIBB CO$0-1,345,200
-100.0%
-0.94%
A ExitAGILENT TECHNOLOGIES INC$0-893,200
-100.0%
-1.03%
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 2019-11-14
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 Q3 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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