$9.1 Billion is the total value of Orbimed Advisors's 173 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 32.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SWTX | Sell | SPRINGWORKS THERAPEUTICS INC | $382,436,000 | -23.2% | 6,028,307 | -0.3% | 4.20% | -16.6% |
| PRLD | PRELUDE THERAPEUTICS INC | $313,740,000 | +9.2% | 10,039,691 | 0.0% | 3.45% | +18.6% | |
| HZNP | Sell | HORIZON THERAPEUTICS PUB L | $285,938,000 | +4.5% | 2,610,355 | -10.7% | 3.14% | +13.5% |
| MRK | MERCK & CO INC | $280,341,000 | -3.4% | 3,732,400 | 0.0% | 3.08% | +4.9% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $267,176,000 | -11.4% | 4,515,400 | 0.0% | 2.94% | -3.8% | |
| PRELUDE THERAPEUTICS INCnonvoting | $255,945,000 | +2.4% | 11,895,652 | 0.0% | 2.81% | +11.3% | ||
| BSX | Sell | BOSTON SCIENTIFIC CORP | $253,120,000 | -14.5% | 5,833,600 | -15.7% | 2.78% | -7.0% |
| MRTX | Buy | MIRATI THERAPEUTICS INC | $242,933,000 | +19.0% | 1,373,200 | +8.6% | 2.67% | +29.3% |
| EWTX | EDGEWISE THERAPEUTICS INC | $231,482,000 | -22.2% | 13,944,680 | 0.0% | 2.54% | -15.4% | |
| New | ADAGIO THERAPEUTICS INC | $227,399,000 | – | 5,383,500 | +100.0% | 2.50% | – | |
| PMVP | PMV PHARMACEUTICALS INC | $218,447,000 | -12.8% | 7,330,423 | 0.0% | 2.40% | -5.2% | |
| NTRA | Sell | NATERA INC | $175,273,000 | -25.0% | 1,572,800 | -23.6% | 1.93% | -18.5% |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $163,868,000 | -5.2% | 6,645,100 | 0.0% | 1.80% | +3.0% | |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $159,152,000 | -25.9% | 877,400 | -17.6% | 1.75% | -19.5% |
| TPTX | TURNING POINT THERAPEUTICS I | $156,863,000 | -14.9% | 2,361,327 | 0.0% | 1.72% | -7.5% | |
| GH | GUARDANT HEALTH INC | $153,437,000 | +0.7% | 1,227,400 | 0.0% | 1.69% | +9.3% | |
| ABBV | Buy | ABBVIE INC | $153,240,000 | +16.5% | 1,420,600 | +21.7% | 1.68% | +26.6% |
| UNH | UNITEDHEALTH GROUP INC | $152,271,000 | -2.4% | 389,700 | 0.0% | 1.67% | +6.0% | |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $145,104,000 | -12.5% | 6,073,850 | 0.0% | 1.60% | -4.9% | |
| ISRG | INTUITIVE SURGICAL INC | $138,783,000 | +8.1% | 139,600 | 0.0% | 1.52% | +17.4% | |
| XBI | Buy | SPDR SER TRs&p biotech | $133,969,000 | +5.7% | 1,065,700 | +13.9% | 1.47% | +14.9% |
| HUM | HUMANA INC | $130,365,000 | -12.1% | 335,000 | 0.0% | 1.43% | -4.5% | |
| EW | EDWARDS LIFESCIENCES CORP | $127,520,000 | +9.3% | 1,126,400 | 0.0% | 1.40% | +18.7% | |
| DXCM | Sell | DEXCOM INC | $124,684,000 | -1.8% | 228,000 | -23.3% | 1.37% | +6.7% |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC | $114,326,000 | -4.6% | 1,192,015 | -3.2% | 1.26% | +3.6% |
| GRCL | GRACELL BIOTECHNOLOGIES INCsponsored ads | $109,363,000 | +6.7% | 7,884,870 | 0.0% | 1.20% | +15.9% | |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $96,715,000 | – | 660,800 | +100.0% | 1.06% | – |
| SYK | STRYKER CORPORATION | $88,979,000 | +1.5% | 337,400 | 0.0% | 0.98% | +10.4% | |
| KNTE | KINNATE BIOPHARMA INC | $88,579,000 | -1.1% | 3,847,929 | 0.0% | 0.97% | +7.4% | |
| SBTX | SILVERBACK THERAPEUTICS INC | $87,234,000 | -67.7% | 8,740,887 | 0.0% | 0.96% | -64.9% | |
| RPTX | Sell | REPARE THERAPEUTICS INC | $87,182,000 | -18.4% | 3,322,488 | -3.0% | 0.96% | -11.4% |
| IMGN | Buy | IMMUNOGEN INC | $84,471,000 | -0.9% | 14,897,914 | +15.2% | 0.93% | +7.7% |
| ABCL | Sell | ABCELLERA BIOLOGICS INC | $83,783,000 | -38.8% | 4,180,768 | -32.8% | 0.92% | -33.5% |
| XTNT | XTANT MED HLDGS INC | $80,890,000 | -31.9% | 72,873,494 | 0.0% | 0.89% | -26.0% | |
| SVA | SINOVAC BIOTECH LTD | $78,400,000 | +2.1% | 2,839,500 | 0.0% | 0.86% | +10.9% | |
| ANTM | Sell | ANTHEM INC | $77,207,000 | -39.8% | 207,100 | -38.3% | 0.85% | -34.6% |
| JANX | JANUX THERAPEUTICS INC | $74,978,000 | -13.3% | 3,466,386 | 0.0% | 0.82% | -5.8% | |
| DCPH | Sell | DECIPHERA PHARMACEUTICALS IN | $74,183,000 | -38.5% | 2,183,143 | -33.8% | 0.82% | -33.3% |
| ETNB | 89BIO INC | $73,060,000 | +4.8% | 3,729,442 | 0.0% | 0.80% | +13.9% | |
| PGNY | Sell | PROGYNY INC | $71,123,000 | -11.7% | 1,270,045 | -7.0% | 0.78% | -4.0% |
| PASG | PASSAGE BIO INC | $69,350,000 | -24.8% | 6,962,899 | 0.0% | 0.76% | -18.2% | |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $68,580,000 | -18.4% | 612,700 | +18.1% | 0.75% | -11.3% |
| KROS | KEROS THERAPEUTICS INC | $66,438,000 | -6.9% | 1,679,417 | 0.0% | 0.73% | +1.2% | |
| BIIB | Buy | BIOGEN INC | $66,276,000 | +184.0% | 234,200 | +247.5% | 0.73% | +208.5% |
| NPCE | NEUROPACE INC | $63,595,000 | -33.4% | 4,012,281 | 0.0% | 0.70% | -27.6% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $63,018,000 | +13.3% | 110,300 | 0.0% | 0.69% | +23.1% | |
| CRNX | CRINETICS PHARMACEUTICALS IN | $63,084,000 | +11.7% | 2,996,876 | 0.0% | 0.69% | +21.4% | |
| ACET | ADICET BIO INC | $56,706,000 | -23.8% | 7,232,856 | 0.0% | 0.62% | -17.3% | |
| OSH | OAK STR HEALTH INC | $56,493,000 | -27.4% | 1,328,300 | 0.0% | 0.62% | -21.1% | |
| MGTX | MEIRAGTX HLDGS PLC | $54,077,000 | -15.0% | 4,102,925 | 0.0% | 0.59% | -7.6% | |
| ORIC | ORIC PHARMACEUTICALS INC | $48,879,000 | +18.2% | 2,337,574 | 0.0% | 0.54% | +28.5% | |
| SIBN | Buy | SI-BONE INC | $48,152,000 | +17.2% | 2,248,000 | +72.2% | 0.53% | +27.5% |
| HCA | New | HCA HEALTHCARE INC | $47,039,000 | – | 193,800 | +100.0% | 0.52% | – |
| New | ERASCA INC | $45,991,000 | – | 2,167,341 | +100.0% | 0.50% | – | |
| SEM | SELECT MED HLDGS CORP | $45,976,000 | -14.4% | 1,271,100 | 0.0% | 0.50% | -7.0% | |
| SGEN | New | SEAGEN INC | $45,506,000 | – | 268,000 | +100.0% | 0.50% | – |
| TCDA | TRICIDA INC | $44,610,000 | +7.4% | 9,614,280 | 0.0% | 0.49% | +16.7% | |
| TBPH | Buy | THERAVANCE BIOPHARMA INC | $43,624,000 | -34.2% | 5,895,159 | +29.2% | 0.48% | -28.5% |
| ALPN | Buy | ALPINE IMMUNE SCIENCES INC | $43,551,000 | +57.6% | 4,081,592 | +32.9% | 0.48% | +71.1% |
| MREO | New | MEREO BIOPHARMA GROUP PLCads | $41,781,000 | – | 17,264,764 | +100.0% | 0.46% | – |
| TELA | TELA BIO INC | $41,356,000 | -15.2% | 3,027,542 | 0.0% | 0.45% | -7.9% | |
| New | CYTEK BIOSCIENCES INC | $41,174,000 | – | 1,923,139 | +100.0% | 0.45% | – | |
| VECT | VECTIVBIO HLDG AG | $39,578,000 | -33.7% | 5,123,304 | 0.0% | 0.44% | -28.0% | |
| TERN | TERNS PHARMACEUTICALS INC | $39,504,000 | -15.0% | 3,791,204 | 0.0% | 0.43% | -7.7% | |
| LOGC | LOGICBIO THERAPEUTICS INC | $38,778,000 | +3.2% | 8,466,783 | 0.0% | 0.43% | +12.1% | |
| DBTX | DECIBEL THERAPEUTICS INC | $38,127,000 | -10.4% | 4,945,192 | 0.0% | 0.42% | -2.6% | |
| GLPG | Buy | GALAPAGOS NVspon adr | $38,061,000 | +139.3% | 723,457 | +213.3% | 0.42% | +159.6% |
| APLT | APPLIED THERAPEUTICS INC | $37,473,000 | -20.1% | 2,257,387 | 0.0% | 0.41% | -13.1% | |
| IKNA | IKENA ONCOLOGY INC | $37,026,000 | -10.1% | 2,933,941 | 0.0% | 0.41% | -2.4% | |
| VTGN | Sell | VISTAGEN THERAPEUTICS INC | $35,371,000 | -22.4% | 12,909,283 | -10.8% | 0.39% | -15.6% |
| CRVS | Sell | CORVUS PHARMACEUTICALS INC | $33,607,000 | +56.3% | 6,943,654 | -13.8% | 0.37% | +70.0% |
| BNR | BURNING ROCK BIOTECH LTDsponsored ads | $33,189,000 | -39.3% | 1,856,201 | 0.0% | 0.36% | -34.0% | |
| SRRA | SIERRA ONCOLOGY INC | $32,383,000 | +12.6% | 1,477,320 | 0.0% | 0.36% | +22.3% | |
| AGLE | AEGLEA BIOTHERAPEUTICS INC | $31,923,000 | +14.2% | 4,015,524 | 0.0% | 0.35% | +24.0% | |
| SCPH | SCPHARMACEUTICALS INC | $31,901,000 | +8.8% | 4,797,148 | 0.0% | 0.35% | +18.6% | |
| GHRS | GH RESEARCH PLCordinary shares | $31,516,000 | +1.5% | 1,428,666 | 0.0% | 0.35% | +10.2% | |
| VRNA | VERONA PHARMA PLCsponsored ads | $31,208,000 | -16.2% | 5,694,841 | 0.0% | 0.34% | -9.0% | |
| FLDM | Sell | FLUIDIGM CORP DEL | $30,311,000 | +5.6% | 4,599,571 | -1.3% | 0.33% | +14.8% |
| CLXPF | New | CYBIN INC | $29,463,000 | – | 13,447,121 | +100.0% | 0.32% | – |
| CMMB | CHEMOMAB THERAPEUTICS LTDsponsored ads | $28,566,000 | -41.7% | 2,578,174 | 0.0% | 0.31% | -36.7% | |
| CRIS | CURIS INC | $27,573,000 | -3.0% | 3,521,400 | 0.0% | 0.30% | +5.6% | |
| MRSN | Buy | MERSANA THERAPEUTICS INC | $27,242,000 | -28.4% | 2,888,847 | +3.2% | 0.30% | -22.3% |
| NSTG | NANOSTRING TECHNOLOGIES INC | $26,694,000 | -25.9% | 556,000 | 0.0% | 0.29% | -19.5% | |
| PCVX | Buy | VAXCYTE INC | $26,249,000 | +23.3% | 1,034,665 | +9.4% | 0.29% | +34.0% |
| CGEM | CULLINAN ONCOLOGY INC | $25,868,000 | -12.4% | 1,146,145 | 0.0% | 0.28% | -5.0% | |
| FUSN | FUSION PHARMACEUTICALS INC | $25,540,000 | -2.0% | 3,224,770 | 0.0% | 0.28% | +6.4% | |
| GRPH | Buy | GRAPHITE BIO INC | $23,764,000 | -30.1% | 1,449,904 | +31.1% | 0.26% | -24.1% |
| GMTX | GEMINI THERAPEUTICS INC | $23,538,000 | -37.6% | 5,826,224 | 0.0% | 0.26% | -32.0% | |
| AFIB | Sell | ACUTUS MED INC | $23,412,000 | -74.8% | 2,648,386 | -51.7% | 0.26% | -72.7% |
| CLDX | New | CELLDEX THERAPEUTICS INC NEW | $22,368,000 | – | 414,300 | +100.0% | 0.25% | – |
| OMIC | SINGULAR GENOMICS SYSTEMS IN | $22,363,000 | -59.3% | 1,998,521 | 0.0% | 0.25% | -55.7% | |
| OLMA | OLEMA PHARMACEUTICALS INC | $22,263,000 | -1.5% | 807,792 | 0.0% | 0.24% | +7.0% | |
| CTIC | CTI BIOPHARMA CORP | $22,186,000 | +18.0% | 7,520,600 | 0.0% | 0.24% | +28.4% | |
| THC | New | TENET HEALTHCARE CORP | $20,709,000 | – | 311,700 | +100.0% | 0.23% | – |
| HARP | HARPOON THERAPEUTICS INC | $20,629,000 | -43.0% | 2,611,308 | 0.0% | 0.23% | -38.0% | |
| GILD | GILEAD SCIENCES INC | $20,089,000 | +1.4% | 287,600 | 0.0% | 0.22% | +10.5% | |
| JNCE | Buy | JOUNCE THERAPEUTICS INC | $19,731,000 | +35.1% | 2,655,600 | +23.7% | 0.22% | +46.6% |
| QURE | Buy | UNIQURE NV | $18,744,000 | +29.2% | 585,574 | +24.3% | 0.21% | +40.1% |
| VRCA | VERRICA PHARMACEUTICALS INC | $18,497,000 | +10.6% | 1,479,733 | 0.0% | 0.20% | +20.1% | |
| SYBX | Buy | SYNLOGIC INC | $18,391,000 | +27.9% | 6,029,995 | +63.1% | 0.20% | +39.3% |
| NXTC | NEXTCURE INC | $18,272,000 | -16.1% | 2,711,013 | 0.0% | 0.20% | -8.6% | |
| KDNY | Buy | CHINOOK THERAPEUTICS INC | $18,127,000 | -3.7% | 1,420,637 | +6.5% | 0.20% | +4.7% |
| IMRA | Buy | IMARA INC | $17,897,000 | -16.7% | 4,386,568 | +61.3% | 0.20% | -9.2% |
| New | HUMACYTE INC | $17,415,000 | – | 1,500,000 | +100.0% | 0.19% | – | |
| NRIX | Buy | NURIX THERAPEUTICS INC | $17,334,000 | +117.8% | 578,583 | +92.9% | 0.19% | +134.6% |
| FLXN | FLEXION THERAPEUTICS INC | $16,893,000 | -25.9% | 2,769,383 | 0.0% | 0.19% | -19.5% | |
| New | RXSIGHT INC | $15,838,000 | – | 1,250,000 | +100.0% | 0.17% | – | |
| LUNG | Buy | PULMONX CORP | $15,651,000 | +183.8% | 435,000 | +248.0% | 0.17% | +207.1% |
| BLU | Sell | BELLUS HEALTH INC NEW | $14,960,000 | +21.9% | 2,454,800 | -37.9% | 0.16% | +32.3% |
| MIST | MILESTONE PHARMACEUTICALS IN | $14,754,000 | +3.8% | 2,583,821 | 0.0% | 0.16% | +12.5% | |
| GLTO | GALECTO INC | $14,686,000 | -29.1% | 4,090,937 | 0.0% | 0.16% | -23.0% | |
| New | DICE THERAPEUTICS INC | $14,410,000 | – | 440,000 | +100.0% | 0.16% | – | |
| GRAY | GRAYBUG VISION INC | $13,822,000 | -38.9% | 4,163,347 | 0.0% | 0.15% | -33.6% | |
| MGTA | Sell | MAGENTA THERAPEUTICS INC | $13,781,000 | -30.7% | 1,892,953 | -6.9% | 0.15% | -24.9% |
| CVRX | Buy | CVRX INC | $13,230,000 | +18.1% | 799,861 | +100.0% | 0.14% | +28.3% |
| VOR | VOR BIOPHARMA INC | $13,067,000 | -15.9% | 833,333 | 0.0% | 0.14% | -8.3% | |
| ACHL | ACHILLES THERAPEUTICS PLCsponsored ads | $12,346,000 | -20.4% | 1,584,845 | 0.0% | 0.14% | -13.4% | |
| AMGN | AMGEN INC | $12,142,000 | -12.8% | 57,100 | 0.0% | 0.13% | -5.7% | |
| ACRS | Buy | ACLARIS THERAPEUTICS INC | $11,732,000 | +84.6% | 651,783 | +80.1% | 0.13% | +101.6% |
| AVTE | AEROVATE THERAPEUTICS INC | $11,239,000 | -8.1% | 535,714 | 0.0% | 0.12% | 0.0% | |
| CBIO | Buy | CATALYST BIOSCIENCES INC | $11,145,000 | +21.5% | 2,711,600 | +28.0% | 0.12% | +31.2% |
| NMTR | 9 METERS BIOPHARMA INC | $11,136,000 | +18.2% | 8,565,974 | 0.0% | 0.12% | +28.4% | |
| ALXO | ALX ONCOLOGY HLDGS INC | $11,079,000 | +35.1% | 150,000 | 0.0% | 0.12% | +47.0% | |
| EVH | New | EVOLENT HEALTH INCcl a | $10,695,000 | – | 345,000 | +100.0% | 0.12% | – |
| IPSC | CENTURY THERAPEUTICS INC | $10,241,000 | -14.3% | 407,047 | 0.0% | 0.11% | -6.6% | |
| OCX | Buy | ONCOCYTE CORP | $10,167,000 | -15.7% | 2,856,000 | +36.0% | 0.11% | -8.2% |
| MAPS | WM TECHNOLOGY INC | $10,156,000 | -18.8% | 700,400 | 0.0% | 0.11% | -11.8% | |
| New | AADI BIOSCIENCES INC | $10,170,000 | – | 346,262 | +100.0% | 0.11% | – | |
| KZR | Buy | KEZAR LIFE SCIENCES INC | $9,936,000 | +228.4% | 1,150,000 | +106.4% | 0.11% | +251.6% |
| NVAX | Sell | NOVAVAX INC | $9,449,000 | -77.8% | 45,580 | -77.2% | 0.10% | -75.8% |
| CTMX | Buy | CYTOMX THERAPEUTICS INC | $9,273,000 | -3.2% | 1,821,868 | +20.4% | 0.10% | +5.2% |
| KALA | Sell | KALA PHARMACEUTICALS INC | $9,010,000 | -68.9% | 3,438,998 | -37.1% | 0.10% | -66.2% |
| NAUT | Sell | NAUTILUS BIOTECHNOLOGY INC | $8,920,000 | -42.9% | 1,452,774 | -6.1% | 0.10% | -38.0% |
| PHGE | Buy | BIOMX INC | $8,609,000 | -31.8% | 2,813,489 | +21.6% | 0.10% | -25.8% |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $8,571,000 | – | 110,900 | +100.0% | 0.09% | – |
| CNVY | CONVEY HLDG PARENT INC | $8,400,000 | -26.2% | 1,000,000 | 0.0% | 0.09% | -20.0% | |
| REGN | New | REGENERON PHARMACEUTICALS | $8,206,000 | – | 13,560 | +100.0% | 0.09% | – |
| SYRS | SYROS PHARMACEUTICALS INC | $8,214,000 | -18.0% | 1,837,500 | 0.0% | 0.09% | -10.9% | |
| IMAB | I MABsponsored ads | $8,055,000 | -13.7% | 111,120 | 0.0% | 0.09% | -5.3% | |
| NANOSTRING TECHNOLOGIES INCnote 2.625% 3/0 | $7,855,000 | -19.1% | 6,000,000 | 0.0% | 0.09% | -12.2% | ||
| EVH | New | EVOLENT HEALTH INCcall | $7,750,000 | – | 250,000 | +100.0% | 0.08% | – |
| XENE | Sell | XENON PHARMACEUTICALS INC | $7,289,000 | -70.7% | 477,000 | -64.2% | 0.08% | -68.1% |
| XFOR | X4 PHARMACEUTICALS INC | $7,268,000 | -18.6% | 1,373,849 | 0.0% | 0.08% | -11.1% | |
| NTLA | New | INTELLIA THERAPEUTICS INC | $7,137,000 | – | 53,200 | +100.0% | 0.08% | – |
| New | FIELD TRIP HEALTH LTD | $6,996,000 | – | 1,538,470 | +100.0% | 0.08% | – | |
| SURF | New | SURFACE ONCOLOGY INC | $6,886,000 | – | 909,666 | +100.0% | 0.08% | – |
| New | OWLET INC | $6,708,000 | – | 1,200,000 | +100.0% | 0.07% | – | |
| SRPT | SAREPTA THERAPEUTICS INC | $5,983,000 | +18.9% | 64,700 | 0.0% | 0.07% | +29.4% | |
| RXDX | PROMETHEUS BIOSCIENCES INC | $5,928,000 | -3.5% | 250,000 | 0.0% | 0.06% | +4.8% | |
| Sell | APTOSE BIOSCIENCES INC | $5,656,000 | -78.8% | 2,594,348 | -67.7% | 0.06% | -77.0% | |
| NBTX | NANOBIOTIX SAsponsored ads | $5,680,000 | -17.6% | 500,000 | 0.0% | 0.06% | -11.4% | |
| New | PROCEPT BIOROBOTICS CORP | $5,150,000 | – | 135,000 | +100.0% | 0.06% | – | |
| HSAQ | HEALTH SCIENCES ACQ CORP 2 | $4,945,000 | -3.0% | 500,000 | 0.0% | 0.05% | +3.8% | |
| New | SIGHT SCIENCES INC | $4,540,000 | – | 200,000 | +100.0% | 0.05% | – | |
| RGEN | New | REPLIGEN CORP | $4,255,000 | – | 14,724 | +100.0% | 0.05% | – |
| LABP | Sell | LANDOS BIOPHARMA INC | $4,135,000 | -47.4% | 283,217 | -58.4% | 0.04% | -43.8% |
| ADAG | ADAGENE INCads | $3,950,000 | +5.9% | 275,000 | 0.0% | 0.04% | +13.2% | |
| CABA | New | CABALETTA BIO INC | $3,679,000 | – | 302,509 | +100.0% | 0.04% | – |
| SNDX | New | SYNDAX PHARMACEUTICALS INC | $3,642,000 | – | 190,600 | +100.0% | 0.04% | – |
| ASLN | Sell | ASLAN PHARMACEUTICALS LTDads | $3,507,000 | -57.8% | 1,970,000 | -21.8% | 0.04% | -53.6% |
| TALS | TALARIS THERAPEUTICS INC | $3,353,000 | -7.7% | 247,240 | 0.0% | 0.04% | 0.0% | |
| INZY | Buy | INOZYME PHARMA INC | $3,407,000 | +5.9% | 294,000 | +55.8% | 0.04% | +12.1% |
| TARA | PROTARA THERAPEUTICS INC | $3,114,000 | -29.0% | 450,000 | 0.0% | 0.03% | -22.7% | |
| IFRX | INFLARX NV | $2,756,000 | -12.8% | 1,064,118 | 0.0% | 0.03% | -6.2% | |
| SBBP | Sell | STRONGBRIDGE BIOPHARMA PLC | $1,621,000 | -68.7% | 794,675 | -54.5% | 0.02% | -65.4% |
| KZR | New | KEZAR LIFE SCIENCES INCcall | $980,000 | – | 113,400 | +100.0% | 0.01% | – |
| LBPH | LONGBOARD PHARMACEUTICALS IN | $1,004,000 | -3.0% | 113,500 | 0.0% | 0.01% | +10.0% | |
| MAPSW | WM TECHNOLOGY INCcall | $649,000 | -32.0% | 150,200 | 0.0% | 0.01% | -30.0% | |
| PHAS | New | PHASEBIO PHARMACEUTICALS INC | $551,000 | – | 177,113 | +100.0% | 0.01% | – |
| APTX | New | APTINYX INC | $359,000 | – | 153,285 | +100.0% | 0.00% | – |
| AZN | New | ASTRAZENECA PLCcall | $312,000 | – | 5,200 | +100.0% | 0.00% | – |
| New | OWLET INCcall | $207,000 | – | 220,704 | +100.0% | 0.00% | – | |
| PPBT | Exit | PURPLE BIOTECH LTDsponsored ads | $0 | – | -17,712 | -100.0% | -0.00% | – |
| CVAC | Exit | CUREVAC N Vcall | $0 | – | -30,000 | -100.0% | -0.02% | – |
| OGN | Exit | ORGANON & CO | $0 | – | -166,939 | -100.0% | -0.05% | – |
| VERV | Exit | VERVE THERAPEUTICS INC | $0 | – | -100,000 | -100.0% | -0.06% | – |
| OTIC | Exit | OTONOMY INC | $0 | – | -3,250,000 | -100.0% | -0.07% | – |
| DYN | Exit | DYNE THERAPEUTICS INC | $0 | – | -350,000 | -100.0% | -0.07% | – |
| GLUE | Exit | MONTE ROSA THERAPEUTICS INC | $0 | – | -350,000 | -100.0% | -0.08% | – |
| STRO | Exit | SUTRO BIOPHARMA INC | $0 | – | -433,700 | -100.0% | -0.08% | – |
| ARPO | Exit | AERPIO PHARMACEUTICALS INC | $0 | – | -5,193,946 | -100.0% | -0.09% | – |
| CVAC | Exit | CUREVAC N Vput | $0 | – | -140,000 | -100.0% | -0.10% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORPcall | $0 | – | -250,000 | -100.0% | -0.11% | – |
| ALEC | Exit | ALECTOR INC | $0 | – | -611,478 | -100.0% | -0.13% | – |
| RLAY | Exit | RELAY THERAPEUTICS INC | $0 | – | -350,000 | -100.0% | -0.13% | – |
| ALXN | Exit | ALEXION PHARMACEUTICALS INC | $0 | – | -150,900 | -100.0% | -0.28% | – |
| ARCT | Exit | ARCTURUS THERAPEUTICS HLDGS | $0 | – | -848,503 | -100.0% | -0.29% | – |
| Exit | TRILLIUM THERAPEUTICS INC | $0 | – | -3,322,300 | -100.0% | -0.33% | – | |
| MREO | Exit | MEREO BIOPHARMA GROUP PLCads | $0 | – | -17,264,764 | -100.0% | -0.55% | – |
| ASND | Exit | ASCENDIS PHARMA A/Ssponsored adr | $0 | – | -447,859 | -100.0% | -0.60% | – |
| AUPH | Exit | AURINIA PHARMACEUTICALS INC | $0 | – | -6,069,032 | -100.0% | -0.80% | – |
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 2021-11-15
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.