Orbimed Advisors - Q1 2021 holdings

$10.7 Billion is the total value of Orbimed Advisors's 159 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 55.6% .

 Value Shares↓ Weighting
SWTX SellSPRINGWORKS THERAPEUTICS INC$455,127,000
-15.3%
6,186,307
-16.5%
4.26%
-9.4%
PRLD SellPRELUDE THERAPEUTICS INC$435,020,000
-61.0%
10,039,691
-35.6%
4.07%
-58.3%
ABCL SellABCELLERA BIOLOGICS INC$278,498,000
-17.6%
8,200,768
-2.4%
2.60%
-12.0%
TPTX SellTURNING POINT THERAPEUTICS I$223,358,000
-33.2%
2,361,327
-14.0%
2.09%
-28.7%
ANTM SellANTHEM INC$102,875,000
+3.2%
286,600
-7.7%
0.96%
+10.3%
ORIC SellORIC PHARMACEUTICALS INC$57,271,000
-42.1%
2,337,574
-20.0%
0.54%
-38.2%
BNR SellBURNING ROCK BIOTECH LTDsponsored ads$51,085,000
-46.9%
1,897,663
-54.4%
0.48%
-43.2%
ARCT SellARCTURUS THERAPEUTICS HLDGS$49,844,000
-10.2%
1,206,886
-5.7%
0.47%
-4.1%
SIBN SellSI BONE INC$41,522,000
+1.5%
1,305,300
-4.6%
0.39%
+8.4%
NSTG SellNANOSTRING TECHNOLOGIES INC$40,931,000
-62.4%
622,900
-61.7%
0.38%
-59.8%
PAND SellPANDION THERAPEUTICS INC$31,720,000
+44.2%
528,229
-64.3%
0.30%
+54.7%
GRAY SellGRAYBUG VISION INC$23,107,000
-82.2%
4,163,347
-7.0%
0.22%
-81.0%
BIIB SellBIOGEN INC$22,940,000
-82.3%
82,000
-84.5%
0.21%
-81.1%
CTIC SellCTI BIOPHARMA CORP$21,885,000
-28.6%
7,520,600
-21.0%
0.20%
-23.5%
ALXN SellALEXION PHARMACEUTICALS INC$15,612,000
-40.9%
102,100
-39.6%
0.15%
-36.8%
BLU SellBELLUS HEALTH INC NEW$15,100,000
+20.1%
3,954,800
-5.6%
0.14%
+28.2%
SRPT SellSAREPTA THERAPEUTICS INC$14,927,000
-83.8%
200,278
-62.8%
0.14%
-82.6%
ALEC SellALECTOR INC$12,315,000
-63.4%
611,478
-72.5%
0.12%
-60.9%
LRMR SellLARIMAR THERAPEUTICS INC$9,018,000
-52.5%
617,245
-30.4%
0.08%
-49.4%
SBBP SellSTRONGBRIDGE BIOPHARMA PLC$4,815,000
-43.2%
1,744,669
-50.0%
0.04%
-39.2%
CMPS SellCOMPASS PATHWAYS PLCsponsored ads$4,706,000
-71.8%
127,816
-63.5%
0.04%
-69.9%
SELB SellSELECTA BIOSCIENCES INC$1,535,000
-6.1%
339,169
-37.1%
0.01%0.0%
IMAB SellI MABsponsored ads$900,000
-96.9%
18,565
-96.9%
0.01%
-96.8%
PPBT SellPURPLE BIOTECH LTDsponsored ads$130,000
-90.1%
31,418
-90.9%
0.00%
-91.7%
BMYRT ExitBRISTOL-MYERS SQUIBB COright 99/99/9999$0-400,000
-100.0%
-0.00%
NVUS ExitNOVUS THERAPEUTICS INC$0-73,650
-100.0%
-0.01%
CALA ExitCALITHERA BIOSCIENCES INCput$0-250,300
-100.0%
-0.01%
MASS Exit908 DEVICES INC$0-40,000
-100.0%
-0.02%
FDMT Exit4D MOLECULAR THERAPEUTICS IN$0-125,000
-100.0%
-0.04%
EPIX ExitESSA PHARMA INC$0-460,500
-100.0%
-0.05%
AKUS ExitAKOUOS INC$0-315,000
-100.0%
-0.06%
OM ExitOUTSET MED INC$0-125,000
-100.0%
-0.06%
COGT ExitCOGENT BIOSCIENCES INC$0-655,000
-100.0%
-0.06%
INZY ExitINOZYME PHARMA INC$0-400,400
-100.0%
-0.07%
SRPT ExitSAREPTA THERAPEUTICS INCcall$0-50,000
-100.0%
-0.08%
VTRS ExitVIATRIS INC$0-535,149
-100.0%
-0.09%
AVRO ExitAVROBIO INC$0-793,712
-100.0%
-0.10%
PRAX ExitPRAXIS PRECISION MEDICINES I$0-255,600
-100.0%
-0.12%
ACAD ExitACADIA PHARMACEUTICALS INC$0-265,772
-100.0%
-0.12%
ZYME ExitZYMEWORKS INC$0-317,002
-100.0%
-0.13%
TEVA ExitTEVA PHARMACEUTICAL INDS LTDsponsored ads$0-1,935,200
-100.0%
-0.16%
PRTA ExitPROTHENA CORP PLC$0-1,797,458
-100.0%
-0.19%
ALC ExitALCON AG$0-351,380
-100.0%
-0.20%
HRTX ExitHERON THERAPEUTICS INC$0-1,191,846
-100.0%
-0.22%
SNDX ExitSYNDAX PHARMACEUTICALS INC$0-1,170,900
-100.0%
-0.23%
ATNX ExitATHENEX INC$0-3,694,061
-100.0%
-0.36%
ACHC ExitACADIA HEALTHCARE COMPANY IN$0-1,035,160
-100.0%
-0.46%
CHNG ExitCHANGE HEALTHCARE INC$0-3,093,700
-100.0%
-0.50%
EHTH ExitEHEALTH INC$0-844,046
-100.0%
-0.52%
ATRC ExitATRICURE INC$0-1,228,189
-100.0%
-0.60%
AGIO ExitAGIOS PHARMACEUTICALS INC$0-2,207,321
-100.0%
-0.84%
CNC ExitCENTENE CORP DEL$0-1,993,700
-100.0%
-1.05%
PFE ExitPFIZER INC$0-3,616,600
-100.0%
-1.16%
PRVL ExitPREVAIL THERAPEUTICS INC$0-13,822,463
-100.0%
-2.79%
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 2021-05-17
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 2021 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
42024-04-15
3/A2024-04-12
SC 13D/A2024-04-12
42024-04-05
SC 13D/A2024-04-04
32024-04-03
SC 13D2024-03-28
32024-03-27
SC 13D/A2024-03-22
SC 13D/A2024-03-21

View Orbimed Advisors's complete filings history.

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