$5.95 Billion is the total value of Orbimed Advisors's 142 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 48.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ASND | Sell | ASCENDIS PHARMA A Ssponsored adr | $370,194,000 | -20.4% | 3,287,400 | -1.7% | 6.22% | -6.3% |
| TCDA | TRICIDA INC | $211,514,000 | -41.7% | 9,614,280 | 0.0% | 3.56% | -31.4% | |
| ALEC | Sell | ALECTOR INC | $200,947,000 | +6.1% | 8,327,691 | -24.2% | 3.38% | +24.9% |
| SWTX | SPRINGWORKS THERAPEUTICS INC | $199,970,000 | -29.9% | 7,406,307 | 0.0% | 3.36% | -17.4% | |
| MRK | Buy | MERCK & CO. INC | $199,205,000 | +12.1% | 2,589,100 | +32.5% | 3.35% | +32.0% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $185,990,000 | +3.4% | 2,071,385 | +24.6% | 3.13% | +21.8% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $175,464,000 | +2.3% | 737,400 | -5.8% | 2.95% | +20.5% |
| PRVL | PREVAIL THERAPEUTICS INC | $168,496,000 | -23.0% | 13,822,463 | 0.0% | 2.83% | -9.3% | |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $166,089,000 | +8.1% | 5,548,326 | 0.0% | 2.79% | +27.3% | |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $158,167,000 | -25.2% | 4,847,300 | +3.7% | 2.66% | -11.9% |
| BIIB | Buy | BIOGEN INC | $151,989,000 | +694.1% | 480,400 | +644.8% | 2.55% | +835.5% |
| ARQT | New | ARCUTIS BIOTHERAPEUTICS INC | $139,281,000 | – | 4,673,850 | +100.0% | 2.34% | – |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $137,945,000 | +26.4% | 2,474,800 | +45.6% | 2.32% | +48.8% |
| TPTX | TURNING POINT THERAPEUTICS I | $122,606,000 | -28.3% | 2,745,327 | 0.0% | 2.06% | -15.6% | |
| GILD | Buy | GILEAD SCIENCES INC | $109,979,000 | +419.0% | 1,471,100 | +351.1% | 1.85% | +509.9% |
| PASG | New | PASSAGE BIO INC | $109,666,000 | – | 6,962,899 | +100.0% | 1.84% | – |
| MRTX | Buy | MIRATI THERAPEUTICS INC | $109,409,000 | -36.7% | 1,423,300 | +6.2% | 1.84% | -25.4% |
| ETNB | 89BIO INC | $101,112,000 | -4.0% | 4,004,442 | 0.0% | 1.70% | +13.0% | |
| NXTC | NEXTCURE INC | $100,497,000 | -34.2% | 2,711,013 | 0.0% | 1.69% | -22.5% | |
| NTRA | Buy | NATERA INC | $99,941,000 | +21.5% | 3,347,000 | +37.1% | 1.68% | +43.1% |
| NBIX | Buy | NEUROCRINE BIOSCIENCES INC | $99,967,000 | -0.6% | 1,155,015 | +23.4% | 1.68% | +17.0% |
| PFE | New | PFIZER INC | $98,315,000 | – | 3,012,100 | +100.0% | 1.65% | – |
| DXCM | Buy | DEXCOM INC | $91,013,000 | +77.1% | 338,000 | +43.9% | 1.53% | +108.4% |
| EHTH | Sell | EHEALTH INC | $89,922,000 | -15.8% | 638,558 | -42.6% | 1.51% | -0.9% |
| SRPT | Buy | SAREPTA THERAPEUTICS INC | $88,278,000 | -10.7% | 902,449 | +17.8% | 1.48% | +5.2% |
| HUM | Sell | HUMANA INC | $88,020,000 | -38.7% | 280,300 | -28.5% | 1.48% | -27.9% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $83,740,000 | -15.6% | 169,100 | +0.8% | 1.41% | -0.6% |
| CNC | New | CENTENE CORP DEL | $79,354,000 | – | 1,335,700 | +100.0% | 1.33% | – |
| CI | Sell | CIGNA CORP NEW | $77,906,000 | -22.2% | 439,700 | -10.2% | 1.31% | -8.5% |
| BLU | BELLUS HEALTH INC NEW | $69,370,000 | +30.5% | 7,025,832 | 0.0% | 1.17% | +53.6% | |
| HZNP | Buy | HORIZON THERAPEUTICS PUB LTD | $69,361,000 | +21.1% | 2,341,700 | +48.0% | 1.17% | +42.5% |
| HCA | Buy | HCA HEALTHCARE INC | $63,776,000 | +127.1% | 709,800 | +273.6% | 1.07% | +167.3% |
| SYK | New | STRYKER CORP | $61,784,000 | – | 371,100 | +100.0% | 1.04% | – |
| AGIO | New | AGIOS PHARMACEUTICALS INC | $58,638,000 | – | 1,652,696 | +100.0% | 0.98% | – |
| EXEL | Sell | EXELIXIS INC | $54,761,000 | -17.2% | 3,180,100 | -15.3% | 0.92% | -2.5% |
| PTCT | Sell | PTC THERAPEUTICS INC | $51,245,000 | -38.3% | 1,148,723 | -33.6% | 0.86% | -27.4% |
| MGTX | Buy | MEIRAGTX HOLDINGS PLC | $48,146,000 | -30.4% | 3,582,320 | +3.7% | 0.81% | -18.0% |
| GKOS | GLAUKOS CORP | $47,760,000 | -43.3% | 1,547,646 | 0.0% | 0.80% | -33.3% | |
| DCPH | Sell | DECIPHERA PHARMACEUTICALS IN | $47,658,000 | -49.4% | 1,157,600 | -23.5% | 0.80% | -40.4% |
| KALA | Buy | KALA PHARMACEUTICALS INC | $47,490,000 | +273.3% | 5,402,730 | +56.7% | 0.80% | +338.5% |
| QURE | Sell | UNIQURE NV | $46,690,000 | -39.8% | 983,979 | -9.0% | 0.78% | -29.1% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $45,672,000 | +1456.6% | 540,500 | +1457.6% | 0.77% | +1728.6% |
| IMRA | New | IMARA INC | $43,600,000 | – | 2,719,902 | +100.0% | 0.73% | – |
| APLT | Buy | APPLIED THERAPEUTICS INC | $43,147,000 | +60.2% | 1,319,877 | +33.7% | 0.72% | +88.8% |
| ARVN | Sell | ARVINAS INC | $40,099,000 | -48.6% | 995,000 | -47.6% | 0.67% | -39.5% |
| BHC | Sell | BAUSCH HEALTH COS INC | $37,198,000 | -60.9% | 2,399,880 | -24.6% | 0.62% | -54.0% |
| ADVM | Sell | ADVERUM BIOTECHNOLOGIES INC | $33,713,000 | -32.6% | 3,450,644 | -20.5% | 0.57% | -20.6% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $33,348,000 | -67.1% | 176,800 | -59.3% | 0.56% | -61.4% |
| LOGC | LOGICBIO THERAPEUTICS INC | $31,946,000 | -31.4% | 6,466,783 | 0.0% | 0.54% | -19.2% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $31,281,000 | -56.3% | 110,300 | -50.0% | 0.53% | -48.6% |
| ATRC | Buy | ATRICURE INC | $31,178,000 | +468.7% | 928,189 | +450.5% | 0.52% | +571.8% |
| ATNX | Buy | ATHENEX INC | $31,032,000 | -26.7% | 4,009,346 | +44.6% | 0.52% | -13.6% |
| PRTA | PROTHENA CORP PLC | $31,054,000 | -32.4% | 2,902,239 | 0.0% | 0.52% | -20.4% | |
| CRNX | CRINETICS PHARMACEUTICALS IN | $29,977,000 | -41.4% | 2,039,282 | 0.0% | 0.50% | -31.0% | |
| NSTG | New | NANOSTRING TECHNOLOGIES INC | $28,677,000 | – | 1,192,400 | +100.0% | 0.48% | – |
| HARP | HARPOON THERAPEUTICS INC | $28,329,000 | -21.7% | 2,446,409 | 0.0% | 0.48% | -7.9% | |
| ACHC | New | ACADIA HEALTHCARE COMPANY IN | $25,326,000 | – | 1,380,160 | +100.0% | 0.43% | – |
| SCPH | SCPHARMACEUTICALS INC | $25,233,000 | +30.7% | 3,409,865 | 0.0% | 0.42% | +53.6% | |
| TELA | TELA BIO INC | $23,675,000 | -39.6% | 3,027,542 | 0.0% | 0.40% | -28.9% | |
| CRSP | Sell | CRISPR THERAPEUTICS AGnamen akt | $23,376,000 | -49.9% | 551,200 | -28.1% | 0.39% | -41.0% |
| XLRN | Buy | ACCELERON PHARMA INC | $23,146,000 | +306.1% | 257,549 | +139.6% | 0.39% | +380.2% |
| BFYT | New | BENEFYTT TECHNOLOGIES INC | $21,559,000 | – | 962,900 | +100.0% | 0.36% | – |
| AMGN | Sell | AMGEN INC | $21,327,000 | -27.5% | 105,200 | -13.8% | 0.36% | -14.8% |
| INSP | Sell | INSPIRE MED SYS INC | $20,917,000 | -79.1% | 347,000 | -74.2% | 0.35% | -75.3% |
| ZYME | New | ZYMEWORKS INC | $20,654,000 | – | 582,302 | +100.0% | 0.35% | – |
| NVO | NOVO-NORDISK A Sadr | $19,866,000 | +4.0% | 330,000 | 0.0% | 0.33% | +22.3% | |
| AUPH | Sell | AURINIA PHARMACEUTICALS INC | $19,393,000 | -59.2% | 1,336,547 | -43.0% | 0.33% | -51.9% |
| IQV | IQVIA HLDGS INC | $18,876,000 | -30.2% | 175,000 | 0.0% | 0.32% | -17.9% | |
| XENE | Buy | XENON PHARMACEUTICALS INC | $18,856,000 | +126.6% | 1,662,812 | +161.9% | 0.32% | +166.4% |
| ALC | ALCON INC | $17,946,000 | -9.9% | 351,380 | 0.0% | 0.30% | +6.3% | |
| ABBV | New | ABBVIE INC | $17,448,000 | – | 229,000 | +100.0% | 0.29% | – |
| SVA | SINOVAC BIOTECH LTD | $17,151,000 | 0.0% | 2,839,500 | 0.0% | 0.29% | +17.6% | |
| SIBN | New | SI BONE INC | $16,507,000 | – | 1,381,300 | +100.0% | 0.28% | – |
| PFE | New | PFIZER INCcall | $16,320,000 | – | 500,000 | +100.0% | 0.27% | – |
| PHGE | BIOMX INC | $16,194,000 | -27.7% | 2,313,489 | 0.0% | 0.27% | -15.0% | |
| VRCA | VERRICA PHARMACEUTICALS INC | $16,173,000 | -31.2% | 1,479,733 | 0.0% | 0.27% | -19.0% | |
| SPY | New | SPDR S&P 500 ETF TRput | $15,774,000 | – | 50,000 | +100.0% | 0.26% | – |
| SRRA | New | SIERRA ONCOLOGY INC | $14,507,000 | – | 1,477,320 | +100.0% | 0.24% | – |
| CRVS | CORVUS PHARMACEUTICALS INC | $14,280,000 | -61.2% | 6,767,584 | 0.0% | 0.24% | -54.4% | |
| AGLE | AEGLEA BIOTHERAPEUTICS INC | $13,353,000 | -39.0% | 2,865,524 | 0.0% | 0.22% | -28.4% | |
| ZLAB | Sell | ZAI LAB LTDadr | $13,076,000 | -38.8% | 254,000 | -50.6% | 0.22% | -27.9% |
| PFNX | Buy | PFENEX INC | $11,510,000 | +70.5% | 1,305,034 | +112.2% | 0.19% | +101.0% |
| XFOR | X4 PHARMACEUTICALS INC | $10,865,000 | -6.5% | 1,086,493 | 0.0% | 0.18% | +10.2% | |
| ALPN | ALPINE IMMUNE SCIENCES INC | $10,572,000 | -25.0% | 3,670,955 | 0.0% | 0.18% | -11.4% | |
| NLTX | Buy | NEOLEUKIN THERAPEUTICS INC | $10,490,000 | -5.4% | 921,800 | +2.4% | 0.18% | +11.4% |
| AVRO | Buy | AVROBIO INC | $10,319,000 | -19.2% | 663,174 | +4.5% | 0.17% | -4.9% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $10,027,000 | -13.0% | 113,200 | 0.0% | 0.17% | +2.4% | |
| XBI | SPDR SER TRs&p biotech | $9,850,000 | -18.6% | 127,200 | 0.0% | 0.17% | -4.0% | |
| AGIO | New | AGIOS PHARMACEUTICALS INCcall | $8,870,000 | – | 250,000 | +100.0% | 0.15% | – |
| CTIC | Buy | CTI BIOPHARMA CORP | $8,759,000 | +10.9% | 9,520,600 | +90.4% | 0.15% | +30.1% |
| RGNX | Buy | REGENXBIO INC | $8,668,000 | +689.4% | 267,700 | +898.9% | 0.15% | +812.5% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $8,399,000 | -89.3% | 17,200 | -91.8% | 0.14% | -87.4% |
| CARA | New | CARA THERAPEUTICS INC | $7,831,000 | – | 592,800 | +100.0% | 0.13% | – |
| MRSN | Sell | MERSANA THERAPEUTICS INC | $7,851,000 | -33.9% | 1,346,721 | -35.0% | 0.13% | -22.4% |
| ADAP | Buy | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $6,870,000 | +323.8% | 2,525,654 | +87.0% | 0.12% | +400.0% |
| RVMD | New | REVOLUTION MEDICINES INC | $6,573,000 | – | 300,000 | +100.0% | 0.11% | – |
| OBSV | OBSEVA SA | $6,279,000 | -36.9% | 2,605,531 | 0.0% | 0.11% | -25.4% | |
| HRTX | New | HERON THERAPEUTICS INC | $6,309,000 | – | 537,420 | +100.0% | 0.11% | – |
| SELB | Sell | SELECTA BIOSCIENCES INC | $6,251,000 | -8.8% | 2,593,869 | -9.9% | 0.10% | +7.1% |
| XTNT | XTANT MED HLDGS INC | $6,169,000 | -58.1% | 9,207,012 | 0.0% | 0.10% | -50.5% | |
| EPIX | ESSA PHARMA INC | $5,887,000 | -27.3% | 1,471,853 | 0.0% | 0.10% | -14.7% | |
| TXG | New | 10X GENOMICS INC | $5,777,000 | – | 92,700 | +100.0% | 0.10% | – |
| ARNA | Buy | ARENA PHARMACEUTICALS INC | $5,603,000 | +12.1% | 133,400 | +21.3% | 0.09% | +32.4% |
| ANAB | ANAPTYSBIO INC | $5,310,000 | -13.1% | 375,800 | 0.0% | 0.09% | +2.3% | |
| VRNA | VERONA PHARMA PLCsponsored ads | $5,152,000 | -28.3% | 1,250,396 | 0.0% | 0.09% | -15.5% | |
| TORC | RESTORBIO INC | $4,975,000 | -30.9% | 4,830,387 | 0.0% | 0.08% | -18.4% | |
| TBPH | New | THERAVANCE BIOPHARMA INC | $4,889,000 | – | 211,545 | +100.0% | 0.08% | – |
| HCAT | HEALTH CATALYST INC | $4,696,000 | -24.6% | 179,598 | 0.0% | 0.08% | -11.2% | |
| MNLO | New | MENLO THERAPEUTICS INC | $4,693,000 | – | 1,751,295 | +100.0% | 0.08% | – |
| IGMS | New | IGM BIOSCIENCES INC | $4,535,000 | – | 80,760 | +100.0% | 0.08% | – |
| IFRX | New | INFLARX NV | $4,078,000 | – | 1,067,600 | +100.0% | 0.07% | – |
| Sell | APTOSE BIOSCIENCES INC | $3,914,000 | -40.0% | 659,000 | -42.7% | 0.07% | -29.0% | |
| ARGX | Sell | ARGENX SEsponsored adr | $3,766,000 | -90.8% | 28,591 | -88.8% | 0.06% | -89.3% |
| SYBX | SYNLOGIC INC | $3,492,000 | -33.3% | 2,029,996 | 0.0% | 0.06% | -21.3% | |
| NTLA | INTELLIA THERAPEUTICS INC | $3,205,000 | -16.6% | 262,100 | 0.0% | 0.05% | -1.8% | |
| New | TRILLIUM THERAPEUTICS INC | $3,236,000 | – | 801,000 | +100.0% | 0.05% | – | |
| KALV | Buy | KALVISTA PHARMACEUTICALS INC | $3,218,000 | +12.6% | 420,641 | +162.0% | 0.05% | +31.7% |
| SNDX | Buy | SYNDAX PHARMACEUTICALS INC | $3,181,000 | +70.9% | 290,000 | +36.8% | 0.05% | +96.3% |
| ARPO | AERPIO PHARMACEUTICALS INC | $2,856,000 | -11.8% | 5,193,946 | 0.0% | 0.05% | +4.3% | |
| IMVT | New | IMMUNOVANT INC | $2,794,000 | – | 179,500 | +100.0% | 0.05% | – |
| NABRIVA THERAPEUTICS PLC | $2,671,000 | -56.4% | 4,644,600 | 0.0% | 0.04% | -48.9% | ||
| NBSE | New | NEUBASE THERAPEUTICS INC | $2,642,000 | – | 371,114 | +100.0% | 0.04% | – |
| ISEE | Sell | IVERIC BIO INC | $2,580,000 | -69.9% | 750,000 | -25.0% | 0.04% | -64.8% |
| APTX | Buy | APTINYX INC | $2,510,000 | +413.3% | 1,162,108 | +712.7% | 0.04% | +500.0% |
| BTAI | New | BIOXCEL THERAPEUTICS INC | $2,398,000 | – | 107,300 | +100.0% | 0.04% | – |
| AGRX | New | AGILE THERAPEUTICS INC | $2,232,000 | – | 1,200,000 | +100.0% | 0.04% | – |
| ARWR | New | ARROWHEAD PHARMACEUTICALS IN | $1,959,000 | – | 68,100 | +100.0% | 0.03% | – |
| SAVA | New | CASSAVA SCIENCES INCcall | $1,530,000 | – | 250,000 | +100.0% | 0.03% | – |
| APLS | New | APELLIS PHARMACEUTICALS INC | $1,352,000 | – | 50,485 | +100.0% | 0.02% | – |
| BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $1,330,000 | +26.2% | 350,000 | 0.0% | 0.02% | +46.7% | |
| NVUS | NOVUS THERAPEUTICS INC | $1,241,000 | -32.8% | 3,183,314 | 0.0% | 0.02% | -19.2% | |
| FLXN | FLEXION THERAPEUTICS INC | $1,047,000 | -62.0% | 133,000 | 0.0% | 0.02% | -53.8% | |
| KTOV | New | KITOV PHARMA LTDsponsored ads | $1,058,000 | – | 3,461,983 | +100.0% | 0.02% | – |
| STRO | SUTRO BIOPHARMA INC | $1,069,000 | -7.3% | 104,800 | 0.0% | 0.02% | +12.5% | |
| CRIS | CURIS INC | $956,000 | -58.6% | 1,358,363 | 0.0% | 0.02% | -51.5% | |
| ZFGN | Buy | ZAFGEN INC | $852,000 | -6.5% | 1,106,529 | +34.8% | 0.01% | +7.7% |
| XENT | New | INTERSECT ENT INC | $812,000 | – | 68,553 | +100.0% | 0.01% | – |
| MBIO | MUSTANG BIO INC | $675,000 | -34.3% | 251,685 | 0.0% | 0.01% | -26.7% | |
| PTGX | Sell | PROTAGONIST THERAPEUTICS INC | $472,000 | -65.0% | 66,909 | -65.0% | 0.01% | -57.9% |
| New | CATABASIS PHARMACEUTICALS IN | $184,000 | – | 44,398 | +100.0% | 0.00% | – | |
| BLRX | BIOLINERX LTDsponsored ads | $92,000 | -41.0% | 69,240 | 0.0% | 0.00% | 0.0% | |
| OTIC | Sell | OTONOMY INC | $142,000 | -89.4% | 71,994 | -79.5% | 0.00% | -89.5% |
| MDGS | Exit | MEDIGUS LTDsponsored ads | $0 | – | -15,000 | -100.0% | 0.00% | – |
| RUBY | Exit | RUBIUS THERAPEUTICS INCput | $0 | – | -100,000 | -100.0% | -0.01% | – |
| SPRO | Exit | SPERO THERAPEUTICS INC | $0 | – | -131,653 | -100.0% | -0.02% | – |
| INSM | Exit | INSMED INC | $0 | – | -59,000 | -100.0% | -0.02% | – |
| IMGN | Exit | IMMUNOGEN INC | $0 | – | -286,800 | -100.0% | -0.02% | – |
| MIRM | Exit | MIRUM PHARMACEUTICALS INC | $0 | – | -71,300 | -100.0% | -0.02% | – |
| MYOK | Exit | MYOKARDIA INC | $0 | – | -27,900 | -100.0% | -0.03% | – |
| ICPT | Exit | INTERCEPT PHARMACEUTICALS IN | $0 | – | -22,800 | -100.0% | -0.04% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -68,400 | -100.0% | -0.05% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -69,600 | -100.0% | -0.05% | – |
| DERM | Exit | DERMIRA INCcall | $0 | – | -250,000 | -100.0% | -0.05% | – |
| ACAD | Exit | ACADIA PHARMACEUTICALS INC | $0 | – | -96,143 | -100.0% | -0.06% | – |
| INCY | Exit | INCYTE CORP | $0 | – | -59,500 | -100.0% | -0.07% | – |
| PSNL | Exit | PERSONALIS INC | $0 | – | -483,842 | -100.0% | -0.08% | – |
| AMRN | Exit | AMARIN CORP PLCspons adr new | $0 | – | -249,600 | -100.0% | -0.08% | – |
| MIST | Exit | MILESTONE PHARMACEUTICALS IN | $0 | – | -364,206 | -100.0% | -0.08% | – |
| IONS | Exit | IONIS PHARMACEUTICALS INC | $0 | – | -106,900 | -100.0% | -0.09% | – |
| ZGNX | Exit | ZOGENIX INCcall | $0 | – | -125,000 | -100.0% | -0.09% | – |
| FOMX | Exit | FOAMIX PHARMACEUTICALS LTD | $0 | – | -2,577,982 | -100.0% | -0.12% | – |
| XBI | Exit | SPDR SERIES TRUSTcall | $0 | – | -110,000 | -100.0% | -0.15% | – |
| KPTI | Exit | KARYOPHARM THERAPEUTICS INC | $0 | – | -621,900 | -100.0% | -0.17% | – |
| AVTR | Exit | AVANTOR INC | $0 | – | -1,012,800 | -100.0% | -0.26% | – |
| ZBH | Exit | ZIMMER BIOMET HLDGS INC | $0 | – | -178,700 | -100.0% | -0.38% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -106,600 | -100.0% | -0.46% | – |
| KRYS | Exit | KRYSTAL BIOTECH INC | $0 | – | -994,808 | -100.0% | -0.79% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -715,100 | -100.0% | -0.89% | – |
| TNDM | Exit | TANDEM DIABETES CARE INC | $0 | – | -1,141,390 | -100.0% | -0.97% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -638,900 | -100.0% | -1.40% | – |
| ARQL | Exit | ARQULE INC | $0 | – | -5,000,000 | -100.0% | -1.42% | – |
| THOR | Exit | SYNTHORX INC | $0 | – | -5,316,355 | -100.0% | -5.30% | – |
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 2020-05-15
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 | 2024-04-23 |
| 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 |
| 3 | 2024-03-27 |
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.