$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PRLD | PRELUDE THERAPEUTICS INC | $313,740,000 | +9.2% | 10,039,691 | 0.0% | 3.45% | +18.6% | |
| 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% | ||
| EWTX | EDGEWISE THERAPEUTICS INC | $231,482,000 | -22.2% | 13,944,680 | 0.0% | 2.54% | -15.4% | |
| PMVP | PMV PHARMACEUTICALS INC | $218,447,000 | -12.8% | 7,330,423 | 0.0% | 2.40% | -5.2% | |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $163,868,000 | -5.2% | 6,645,100 | 0.0% | 1.80% | +3.0% | |
| 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% | |
| 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% | |
| 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% | |
| GRCL | GRACELL BIOTECHNOLOGIES INCsponsored ads | $109,363,000 | +6.7% | 7,884,870 | 0.0% | 1.20% | +15.9% | |
| 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% | |
| 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% | |
| JANX | JANUX THERAPEUTICS INC | $74,978,000 | -13.3% | 3,466,386 | 0.0% | 0.82% | -5.8% | |
| ETNB | 89BIO INC | $73,060,000 | +4.8% | 3,729,442 | 0.0% | 0.80% | +13.9% | |
| PASG | PASSAGE BIO INC | $69,350,000 | -24.8% | 6,962,899 | 0.0% | 0.76% | -18.2% | |
| KROS | KEROS THERAPEUTICS INC | $66,438,000 | -6.9% | 1,679,417 | 0.0% | 0.73% | +1.2% | |
| 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% | |
| SEM | SELECT MED HLDGS CORP | $45,976,000 | -14.4% | 1,271,100 | 0.0% | 0.50% | -7.0% | |
| TCDA | TRICIDA INC | $44,610,000 | +7.4% | 9,614,280 | 0.0% | 0.49% | +16.7% | |
| TELA | TELA BIO INC | $41,356,000 | -15.2% | 3,027,542 | 0.0% | 0.45% | -7.9% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| NSTG | NANOSTRING TECHNOLOGIES INC | $26,694,000 | -25.9% | 556,000 | 0.0% | 0.29% | -19.5% | |
| 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% | |
| GMTX | GEMINI THERAPEUTICS INC | $23,538,000 | -37.6% | 5,826,224 | 0.0% | 0.26% | -32.0% | |
| 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% | |
| 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% | |
| VRCA | VERRICA PHARMACEUTICALS INC | $18,497,000 | +10.6% | 1,479,733 | 0.0% | 0.20% | +20.1% | |
| NXTC | NEXTCURE INC | $18,272,000 | -16.1% | 2,711,013 | 0.0% | 0.20% | -8.6% | |
| FLXN | FLEXION THERAPEUTICS INC | $16,893,000 | -25.9% | 2,769,383 | 0.0% | 0.19% | -19.5% | |
| 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% | |
| GRAY | GRAYBUG VISION INC | $13,822,000 | -38.9% | 4,163,347 | 0.0% | 0.15% | -33.6% | |
| 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% | |
| AVTE | AEROVATE THERAPEUTICS INC | $11,239,000 | -8.1% | 535,714 | 0.0% | 0.12% | 0.0% | |
| 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% | |
| IPSC | CENTURY THERAPEUTICS INC | $10,241,000 | -14.3% | 407,047 | 0.0% | 0.11% | -6.6% | |
| MAPS | WM TECHNOLOGY INC | $10,156,000 | -18.8% | 700,400 | 0.0% | 0.11% | -11.8% | |
| CNVY | CONVEY HLDG PARENT INC | $8,400,000 | -26.2% | 1,000,000 | 0.0% | 0.09% | -20.0% | |
| 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% | ||
| XFOR | X4 PHARMACEUTICALS INC | $7,268,000 | -18.6% | 1,373,849 | 0.0% | 0.08% | -11.1% | |
| 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% | |
| NBTX | NANOBIOTIX SAsponsored ads | $5,680,000 | -17.6% | 500,000 | 0.0% | 0.06% | -11.4% | |
| HSAQ | HEALTH SCIENCES ACQ CORP 2 | $4,945,000 | -3.0% | 500,000 | 0.0% | 0.05% | +3.8% | |
| ADAG | ADAGENE INCads | $3,950,000 | +5.9% | 275,000 | 0.0% | 0.04% | +13.2% | |
| TALS | TALARIS THERAPEUTICS INC | $3,353,000 | -7.7% | 247,240 | 0.0% | 0.04% | 0.0% | |
| 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% | |
| 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% |
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 | 2024-04-15 |
| 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 |
| SC 13D/A | 2024-03-22 |
| SC 13D/A | 2024-03-21 |
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.