Orbimed Advisors Q1 2021 13F Holdings

Orbimed Advisors Q1 2021 holdings
TickerName Value Shares↓ Weighting
SWTX SPRINGWORKS THERAPEUTI...Reduce  $455,127
-15.3%
6,186,307
-16.5%
4.26%
-9.4%
EDGEWISE THERAPEUTICS INCNew  $453,20213,944,6804.24%
PRLD PRELUDE THERAPEUTICS INCReduce  $435,020
-61.0%
10,039,691
-35.6%
4.07%
-58.3%
PRELUDE THERAPEUTICS INCnonvotingNew  $421,70911,895,6523.94%
SBTX SILVERBACK THERAPEUTIC...  $381,365
-5.8%
8,740,8870.0%3.57%
0.6%
HZNP HORIZON THERAPEUTICS P...Add  $289,406
31.5%
3,144,355
4.5%
2.71%
40.5%
MRK MERCK & CO. INCAdd  $287,731
32.3%
3,732,400
40.4%
2.69%
41.4%
BMY BRISTOL-MYERS SQUIBB COAdd  $285,057
29.5%
4,515,400
27.2%
2.66%
38.4%
ABCL ABCELLERA BIOLOGICS INCReduce  $278,498
-17.6%
8,200,768
-2.4%
2.60%
-12.0%
BSX BOSTON SCIENTIFIC CORPAdd  $267,481
14.1%
6,920,600
6.1%
2.50%
21.9%
VRTX VERTEX PHARMACEUTICALS...Add  $244,094
23.8%
1,135,900
36.2%
2.28%
32.3%
PMVP PMV PHARMACEUTICALS INC  $241,098
-46.5%
7,330,4230.0%2.25%
-42.9%
TPTX TURNING POINT THERAPEU...Reduce  $223,358
-33.2%
2,361,327
-14.0%
2.09%
-28.7%
NTRA NATERA INCAdd  $222,972
6.1%
2,195,900
4.0%
2.08%
13.4%
IOVA IOVANCE BIOTHERAPEUTIC...  $210,384
-31.8%
6,645,1000.0%1.97%
-27.1%
MRTX MIRATI THERAPEUTICS INCAdd  $209,192
-16.8%
1,221,200
6.6%
1.96%
-11.1%
ARQT ARCUTIS BIOTHERAPEUTIC...  $175,716
2.8%
6,073,8500.0%1.64%
9.9%
XTNT XTANT MED HLDGS INCAdd  $171,981
97.5%
72,873,494
0.1%
1.61%
111.0%
UNH UNITEDHEALTH GROUP INCAdd  $149,944
9.6%
403,000
3.3%
1.40%
17.0%
GH GUARDANT HEALTH INCAdd  $149,200
115.1%
977,400
81.6%
1.40%
129.8%
HUM HUMANA INCAdd  $131,477
12.0%
313,600
9.6%
1.23%
19.7%
ABBV ABBVIE INCAdd  $131,293
42.1%
1,213,200
40.7%
1.23%
52.0%
TBPH THERAVANCE BIOPHARMA INC  $126,932
14.9%
6,219,1100.0%1.19%
22.8%
NBIX NEUROCRINE BIOSCIENCES...  $126,592
1.5%
1,301,7150.0%1.18%
8.4%
PASG PASSAGE BIO INC  $121,711
-31.6%
6,962,8990.0%1.14%
-27.0%
GRCL GRACELL BIOTECHNOLOGIE...sponsored adsNew  $121,4277,884,8701.14%
KNTE KINNATE BIOPHARMA INC  $119,901
-21.7%
3,847,9290.0%1.12%
-16.3%
DXCM DEXCOM INCAdd  $106,883
3.6%
297,400
6.6%
1.00%
10.6%
RPTX REPARE THERAPEUTICS INC  $105,154
-10.5%
3,426,3250.0%0.98%
-4.4%
KROS KEROS THERAPEUTICS INC  $103,368
-12.7%
1,679,4170.0%0.97%
-6.8%
ISRG INTUITIVE SURGICAL INCAdd  $103,156
11.8%
139,600
23.8%
0.96%
19.4%
ANTM ANTHEM INCReduce  $102,875
3.2%
286,600
-7.7%
0.96%
10.3%
ACET ADICET BIO INCAdd  $94,606
0.4%
7,232,856
7.8%
0.88%
7.3%
HAE HAEMONETICS CORP MASSNew  $94,581852,0000.88%
EW EDWARDS LIFESCIENCES CORPAdd  $94,212
0.7%
1,126,400
9.8%
0.88%
7.6%
ETNB 89BIO INC  $88,313
-2.8%
3,729,4420.0%0.83%
3.9%
PGNY PROGYNY INCAdd  $85,693
20.7%
1,925,260
14.9%
0.80%
29.0%
TERN TERNS PHARMACEUTICALS INCNew  $83,4063,791,2040.78%
IKENA ONCOLOGY INCNew  $82,8842,933,9410.78%
SYK STRYKER CORPORATIONAdd  $82,184
42.7%
337,400
43.6%
0.77%
52.4%
GMTX GEMINI THERAPEUTICS INCNew  $78,9455,826,2240.74%
AUPH AURINIA PHARMACEUTICAL...Add  $78,806
19.9%
6,069,032
27.7%
0.74%
28.2%
IMGN IMMUNOGEN INCAdd  $73,968
349.0%
9,131,822
257.6%
0.69%
380.6%
CHEMOMAB THERAPEUTICS LTDsponsored adsNew  $74,0192,578,1740.69%
AFIB ACUTUS MED INC  $73,240
-53.6%
5,477,9580.0%0.68%
-50.4%
SVA SINOVAC BIOTECH LTD  $72,0000.0%2,839,5000.0%0.67%
6.8%
CRSP CRISPR THERAPEUTICS AGnamen aktAdd  $67,322
-2.7%
552,500
22.3%
0.63%
4.0%
ASND ASCENDIS PHARMA A/Ssponsored adrAdd  $65,105
16.0%
505,159
50.1%
0.61%
24.0%
DCPH DECIPHERA PHARMACEUTIC...Add  $61,920
-3.6%
1,380,900
22.7%
0.58%
3.0%
LOGC LOGICBIO THERAPEUTICS INC  $61,638
-4.6%
8,466,7830.0%0.58%
1.9%
MGTX MEIRAGTX HLDGS PLC  $59,205
-4.7%
4,102,9250.0%0.55%
1.8%
MREO MEREO BIOPHARMA GROUP PLCadsAdd  $58,183
17.6%
17,264,763
25.0%
0.54%
25.6%
ORIC ORIC PHARMACEUTICALS INCReduce  $57,271
-42.1%
2,337,574
-20.0%
0.54%
-38.2%
DBTX DECIBEL THERAPEUTICS INCNew  $56,1774,945,1920.52%
ADVM ADVERUM BIOTECHNOLOGIE...  $54,241
-9.0%
5,501,1440.0%0.51%
-2.9%
OSH OAK STR HEALTH INCAdd  $52,479
91.5%
967,000
115.8%
0.49%
104.6%
BNR BURNING ROCK BIOTECH LTDsponsored adsReduce  $51,085
-46.9%
1,897,663
-54.4%
0.48%
-43.2%
TCDA TRICIDA INC  $50,860
-25.0%
9,614,2800.0%0.48%
-19.7%
TMO THERMO FISHER SCIENTIF...  $50,339
-2.0%
110,3000.0%0.47%
4.7%
ARCT ARCTURUS THERAPEUTICS ...Reduce  $49,844
-10.2%
1,206,886
-5.7%
0.47%
-4.1%
CRIS CURIS INC  $49,429
38.2%
4,366,4940.0%0.46%
47.6%
APTOSE BIOSCIENCES INC  $47,979
36.4%
8,030,0000.0%0.45%
45.8%
CGEM CULLINAN ONCOLOGY INCNew  $47,7601,146,1450.45%
HARP HARPOON THERAPEUTICS INCAdd  $47,817
56.8%
2,285,704
24.5%
0.45%
67.4%
VRNA VERONA PHARMA PLCsponsored ads  $47,609
19.4%
5,694,8410.0%0.44%
27.5%
TELA TELA BIO INC  $45,110
-0.9%
3,027,5420.0%0.42%
6.0%
XENE XENON PHARMACEUTICALS INC  $44,713
16.4%
2,497,9170.0%0.42%
24.4%
APLT APPLIED THERAPEUTICS INCAdd  $42,337
8.6%
2,257,387
27.4%
0.40%
16.1%
CRNX CRINETICS PHARMACEUTIC...  $42,075
8.3%
2,753,5670.0%0.39%
15.6%
SIBN SI BONE INCReduce  $41,522
1.5%
1,305,300
-4.6%
0.39%
8.4%
NSTG NANOSTRING TECHNOLOGIE...Reduce  $40,931
-62.4%
622,900
-61.7%
0.38%
-59.8%
MOH MOLINA HEALTHCARE INC  $37,963
9.9%
162,4000.0%0.36%
17.5%
KALA KALA PHARMACEUTICALS INC  $36,834
-0.6%
5,465,0300.0%0.34%
6.2%
VOR VOR BIOPHARMA INCNew  $35,917833,3330.34%
FUSN FUSION PHARMACEUTICALS...  $34,570
-8.8%
3,224,7700.0%0.32%
-2.7%
TRILLIUM THERAPEUTICS INCAdd  $33,994
-21.9%
3,165,200
6.9%
0.32%
-16.5%
QURE UNIQURE NV  $32,648
-6.8%
969,0790.0%0.30%
-0.3%
ALPN ALPINE IMMUNE SCIENCES...  $32,552
-15.9%
3,070,9550.0%0.30%
-10.3%
SCPH SCPHARMACEUTICALS INC  $31,901
25.7%
4,797,1480.0%0.30%
34.2%
PAND PANDION THERAPEUTICS INCReduce  $31,720
44.2%
528,229
-64.3%
0.30%
54.7%
AGLE AEGLEA BIOTHERAPEUTICS...  $31,803
0.6%
4,015,5240.0%0.30%
7.2%
MRSN MERSANA THERAPEUTICS INCAdd  $30,621
48.8%
1,892,500
144.7%
0.29%
58.9%
NMTR 9 METERS BIOPHARMA INC  $30,089
36.2%
25,716,7550.0%0.28%
45.6%
NVAX NOVAVAX INCNew  $28,254155,8330.26%
NXTC NEXTCURE INC  $27,137
-8.2%
2,711,0130.0%0.25%
-1.9%
ACHILLES THERAPEUTICS PLCsponsored adsNew  $26,2291,584,8450.24%
SRRA SIERRA ONCOLOGY INC  $25,454
7.5%
1,477,3200.0%0.24%
15.0%
GLTO GALECTO INC  $24,852
-51.4%
4,090,9370.0%0.23%
-48.2%
CRVS CORVUS PHARMACEUTICALS...Add  $24,804
3.0%
8,053,298
19.0%
0.23%
10.0%
GRAY GRAYBUG VISION INCReduce  $23,107
-82.2%
4,163,347
-7.0%
0.22%
-81.0%
IMRA IMARA INC  $22,956
-61.7%
2,719,9020.0%0.22%
-59.0%
ALXN ALEXION PHAR... ALXNcallNew  $22,937150,0000.21%
BIIB BIOGEN INCReduce  $22,940
-82.3%
82,000
-84.5%
0.21%
-81.1%
AMGN AMGEN INC  $22,766
8.2%
91,5000.0%0.21%
15.8%
VRCA VERRICA PHARMACEUTICAL...  $22,418
31.6%
1,479,7330.0%0.21%
40.9%
CTIC CTI BIOPHARMA CORPReduce  $21,885
-28.6%
7,520,600
-21.0%
0.20%
-23.5%
OLMA OLEMA PHARMACEUTICALS INCAdd  $21,770
-30.4%
656,126
0.8%
0.20%
-25.5%
FLDM FLUIDIGM CORP DELAdd  $20,790
-11.0%
4,599,571
18.2%
0.19%
-4.9%
FLXN FLEXION THERAPEUTICS INC  $20,657
-22.4%
2,308,0830.0%0.19%
-17.2%
KDNY CHINOOK THERAPEUTICS INC  $19,425
-2.0%
1,250,0010.0%0.18%
5.2%
JNCE JOUNCE THERAPEUTICS INCNew  $18,7281,823,6000.18%
GILD GILEAD SCIENCES INCAdd  $18,588
66.0%
287,600
49.6%
0.17%
77.6%
VTGN VISTAGEN THERAPEUTICS INCAdd  $18,327
26.0%
8,604,000
14.7%
0.17%
34.6%
GLPG GALAPAGOS NVspon adrNew  $17,800230,9050.17%
ALIGNMENT HEALTHCARE INCNew  $17,544800,0000.16%
PHGE BIOMX INC  $16,472
11.6%
2,313,4890.0%0.15%
19.4%
ALXN ALEXION PHARMACEUTICAL...Reduce  $15,612
-40.9%
102,100
-39.6%
0.15%
-36.8%
BLU BELLUS HEALTH INC NEWReduce  $15,100
20.1%
3,954,800
-5.6%
0.14%
28.2%
SRPT SAREPTA THERAPEUTICS INCReduce  $14,927
-83.8%
200,278
-62.8%
0.14%
-82.6%
MIST MILESTONE PHARMACEUTIC...Add  $14,960
-10.4%
2,583,821
3.6%
0.14%
-4.1%
SYRS SYROS PHARMACEUTICALS INCAdd  $13,745
-18.9%
1,837,500
17.6%
0.13%
-12.8%
TVTX TRAVERE THERAPEUTICS INCNew  $13,187528,1000.12%
SSPK SILVER SPIKE ACQUISITI...New  $12,859700,4000.12%
PCVX VAXCYTE INCAdd  $12,813
-23.5%
648,774
2.9%
0.12%
-18.4%
ALEC ALECTOR INCReduce  $12,315
-63.4%
611,478
-72.5%
0.12%
-60.9%
RLAY RELAY THERAPEUTICS INC  $12,100
-16.8%
350,0000.0%0.11%
-11.0%
XFOR X4 PHARMACEUTICALS INCAdd  $11,829
69.3%
1,373,849
26.4%
0.11%
82.0%
MGTA MAGENTA THERAPEUTICS INCNew  $11,237949,0480.10%
ALXO ALX ONCOLOGY HLDGS INC  $11,061
-14.5%
150,0000.0%0.10%
-8.8%
OCX ONCOCYTE CORPNew  $10,8992,100,0000.10%
OLINK HLDG ABsponsored adsNew  $10,800300,0000.10%
CBIO CATALYST BIOSCIENCES INCNew  $10,6782,118,6000.10%
NRIX NURIX THERAPEUTICS INC  $9,327
-5.4%
300,0000.0%0.09%
1.2%
LRMR LARIMAR THERAPEUTICS INCReduce  $9,018
-52.5%
617,245
-30.4%
0.08%
-49.4%
HCAT HEALTH CATALYST INC  $8,400
7.4%
179,5980.0%0.08%
16.2%
ASLN ASLAN PHARMACEUTICALS LTDadsNew  $8,4422,520,0000.08%
NUVB NUVATION BIO INCNew  $8,360800,0000.08%
OTIC OTONOMY INC  $8,288
-60.6%
3,250,0000.0%0.08%
-58.2%
STRO SUTRO BIOPHARMA INC  $7,966
4.8%
350,0000.0%0.07%
12.1%
NBTX NANOBIOTIX SAsponsored ads  $7,520
-8.8%
500,0000.0%0.07%
-2.8%
SYBX SYNLOGIC INC  $7,267
65.7%
2,029,9960.0%0.07%
78.9%
TARA PROTARA THERAPEUTICS INC  $7,083
-35.0%
450,0000.0%0.07%
-30.5%
ARPO AERPIO PHARMACEUTICALS...  $6,700
31.6%
5,193,9460.0%0.06%
40.0%
SGFY SIGNIFY HEALTH INCNew  $6,584225,0000.06%
LABP LANDOS BIOPHARMA INCNew  $6,558681,0000.06%
NTLA INTELLIA THERAPEUTICS INCNew  $5,81872,5000.05%
LUNG PULMONX CORP  $5,718
-33.7%
125,0000.0%0.05%
-29.3%
HSAQ HEALTH SCIENCES ACQ CO...  $5,595
-12.6%
500,0000.0%0.05%
-7.1%
DYN DYNE THERAPEUTICS INC  $5,436
-26.0%
350,0000.0%0.05%
-20.3%
FBRX FORTE BIOSCIENCES INCAdd  $5,472
63.0%
159,664
73.2%
0.05%
75.9%
TCRR TCR2 THERAPEUTICS INC  $5,504
-28.6%
249,2790.0%0.05%
-23.9%
INNV INNOVAGE HLDG CORPNew  $5,158200,0000.05%
LONGBOARD PHARMACEUTIC...New  $4,914300,0000.05%
ADAG ADAGENE INCadsNew  $4,936275,0000.05%
SBBP STRONGBRIDGE BIOPHARMA...Reduce  $4,815
-43.2%
1,744,669
-50.0%
0.04%
-39.2%
CMPS COMPASS PATHWAYS PLCsponsored adsReduce  $4,706
-71.8%
127,816
-63.5%
0.04%
-69.9%
PROMETHEUS BIOSCIENCES...New  $4,565250,0000.04%
IFRX INFLARX NVAdd  $4,150
48.4%
1,064,118
91.4%
0.04%
62.5%
AXSM AXSOME THERA... AXSMputNew  $2,83150,0000.03%
FLDM FLUIDIGM COR... FLDMcallNew  $2,260500,0000.02%
SANA SANA BIOTECHNOLOGY INCNew  $2,00860,0000.02%
CVM CEL-SCI CORP CVMputNew  $1,521100,0000.01%
SELB SELECTA BIOSCIENCES INCReduce  $1,535
-6.1%
339,169
-37.1%
0.01%0.0%
SSPKW SILVER SPIKE ACQUISITI...*w exp 08/02/202New  $1,057150,2000.01%
IMAB I MABsponsored adsReduce  $900
-96.9%
18,565
-96.9%
0.01%
-96.8%
ARYA ARYA SCIENCES ACQUISIT...New  $68049,3750.01%
PPBT PURPLE BIOTECH LTDsponsored adsReduce  $130
-90.1%
31,418
-90.9%
0.00%
-91.7%
TRILLIUM THE... callNew  $181,7000.00%
BMYRT BRISTOL-MYERS SQUIBB COright 99/99/9999Sold out  $0-400,000-0.00%
NVUS NOVUS THERAPEUTICS INCSold out  $0-73,650-0.01%
CALA CALITHERA BI... CALAputSold out  $0-250,300-0.01%
MASS 908 DEVICES INCSold out  $0-40,000-0.02%
FDMT 4D MOLECULAR THERAPEUT...Sold out  $0-125,000-0.04%
EPIX ESSA PHARMA INCSold out  $0-460,500-0.05%
AKUS AKOUOS INCSold out  $0-315,000-0.06%
OM OUTSET MED INCSold out  $0-125,000-0.06%
COGT COGENT BIOSCIENCES INCSold out  $0-655,000-0.06%
INZY INOZYME PHARMA INCSold out  $0-400,400-0.07%
SRPT SAREPTA THER... SRPTcallSold out  $0-50,000-0.08%
VTRS VIATRIS INCSold out  $0-535,149-0.09%
AVRO AVROBIO INCSold out  $0-793,712-0.10%
PRAX PRAXIS PRECISION MEDIC...Sold out  $0-255,600-0.12%
ACAD ACADIA PHARMACEUTICALS...Sold out  $0-265,772-0.12%
ZYME ZYMEWORKS INCSold out  $0-317,002-0.13%
TEVA TEVA PHARMACEUTICAL IN...sponsored adsSold out  $0-1,935,200-0.16%
PRTA PROTHENA CORP PLCSold out  $0-1,797,458-0.19%
ALC ALCON AGSold out  $0-351,380-0.20%
HRTX HERON THERAPEUTICS INCSold out  $0-1,191,846-0.22%
SNDX SYNDAX PHARMACEUTICALS...Sold out  $0-1,170,900-0.23%
ATNX ATHENEX INCSold out  $0-3,694,061-0.36%
ACHC ACADIA HEALTHCARE COMP...Sold out  $0-1,035,160-0.46%
CHNG CHANGE HEALTHCARE INCSold out  $0-3,093,700-0.50%
EHTH EHEALTH INCSold out  $0-844,046-0.52%
ATRC ATRICURE INCSold out  $0-1,228,189-0.60%
AGIO AGIOS PHARMACEUTICALS INCSold out  $0-2,207,321-0.84%
CNC CENTENE CORP DELSold out  $0-1,993,700-1.05%
PFE PFIZER INCSold out  $0-3,616,600-1.16%
PRVL PREVAIL THERAPEUTICS INCSold out  $0-13,822,463-2.79%