$7.78 Billion is the total value of Orbimed Advisors's 159 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SWTX | SPRINGWORKS THERAPEUTICS INC | $373,634,000 | -2.3% | 6,028,307 | 0.0% | 4.80% | +14.3% | |
| EWTX | EDGEWISE THERAPEUTICS INC | $213,075,000 | -8.0% | 13,944,680 | 0.0% | 2.74% | +7.7% | |
| PMVP | PMV PHARMACEUTICALS INC | $169,333,000 | -22.5% | 7,330,423 | 0.0% | 2.18% | -9.3% | |
| PRELUDE THERAPEUTICS INCnonvoting | $148,660,000 | -41.9% | 11,895,652 | 0.0% | 1.91% | -32.1% | ||
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $125,972,000 | -13.2% | 6,073,850 | 0.0% | 1.62% | +1.5% | |
| PRLD | PRELUDE THERAPEUTICS INC | $124,994,000 | -60.2% | 10,039,691 | 0.0% | 1.61% | -53.4% | |
| GH | GUARDANT HEALTH INC | $122,765,000 | -20.0% | 1,227,400 | 0.0% | 1.58% | -6.4% | |
| KROS | KEROS THERAPEUTICS INC | $98,263,000 | +47.9% | 1,679,417 | 0.0% | 1.26% | +73.0% | |
| SVA | SINOVAC BIOTECH LTD | $72,700,000 | -7.3% | 2,839,500 | 0.0% | 0.94% | +8.5% | |
| RPTX | REPARE THERAPEUTICS INC | $70,071,000 | -19.6% | 3,322,488 | 0.0% | 0.90% | -5.9% | |
| KNTE | KINNATE BIOPHARMA INC | $68,185,000 | -23.0% | 3,847,929 | 0.0% | 0.88% | -9.9% | |
| ABCL | ABCELLERA BIOLOGICS INC | $59,785,000 | -28.6% | 4,180,768 | 0.0% | 0.77% | -16.5% | |
| SBTX | SILVERBACK THERAPEUTICS INC | $58,214,000 | -33.3% | 8,740,887 | 0.0% | 0.75% | -22.0% | |
| ALPN | ALPINE IMMUNE SCIENCES INC | $56,530,000 | +29.8% | 4,081,592 | 0.0% | 0.73% | +51.8% | |
| ETNB | 89BIO INC | $48,744,000 | -33.3% | 3,729,442 | 0.0% | 0.63% | -21.9% | |
| GRCL | GRACELL BIOTECHNOLOGIES INCsponsored ads | $47,625,000 | -56.5% | 7,884,870 | 0.0% | 0.61% | -49.1% | |
| PASG | PASSAGE BIO INC | $44,214,000 | -36.2% | 6,962,899 | 0.0% | 0.57% | -25.5% | |
| XTNT | XTANT MED HLDGS INC | $40,809,000 | -49.6% | 72,873,494 | 0.0% | 0.52% | -40.9% | |
| NPCE | NEUROPACE INC | $40,444,000 | -36.4% | 4,012,281 | 0.0% | 0.52% | -25.6% | |
| TELA | TELA BIO INC | $38,753,000 | -6.3% | 3,027,542 | 0.0% | 0.50% | +9.7% | |
| VRNA | VERONA PHARMA PLCsponsored ads | $38,269,000 | +22.6% | 5,694,841 | 0.0% | 0.49% | +43.4% | |
| IKNA | IKENA ONCOLOGY INC | $36,792,000 | -0.6% | 2,933,941 | 0.0% | 0.47% | +16.2% | |
| ORIC | ORIC PHARMACEUTICALS INC | $34,362,000 | -29.7% | 2,337,574 | 0.0% | 0.44% | -17.7% | |
| SRRA | SIERRA ONCOLOGY INC | $32,117,000 | -0.8% | 1,477,320 | 0.0% | 0.41% | +16.0% | |
| CYTEK BIOSCIENCES INC | $31,386,000 | -23.8% | 1,923,139 | 0.0% | 0.40% | -10.8% | ||
| TERN | TERNS PHARMACEUTICALS INC | $26,804,000 | -32.1% | 3,791,204 | 0.0% | 0.34% | -20.5% | |
| VTGN | VISTAGEN THERAPEUTICS INC | $25,173,000 | -28.8% | 12,909,283 | 0.0% | 0.32% | -16.7% | |
| SCPH | SCPHARMACEUTICALS INC | $24,082,000 | -24.5% | 4,797,148 | 0.0% | 0.31% | -11.7% | |
| DBTX | DECIBEL THERAPEUTICS INC | $22,995,000 | -39.7% | 4,945,192 | 0.0% | 0.30% | -29.4% | |
| GILD | GILEAD SCIENCES INC | $20,883,000 | +4.0% | 287,600 | 0.0% | 0.27% | +21.3% | |
| LOGC | LOGICBIO THERAPEUTICS INC | $19,558,000 | -49.6% | 8,466,783 | 0.0% | 0.25% | -41.1% | |
| MRSN | MERSANA THERAPEUTICS INC | $17,969,000 | -34.0% | 2,888,847 | 0.0% | 0.23% | -22.7% | |
| CMMB | CHEMOMAB THERAPEUTICS LTDsponsored ads | $17,789,000 | -37.7% | 2,578,174 | 0.0% | 0.23% | -27.1% | |
| MIST | MILESTONE PHARMACEUTICALS IN | $16,924,000 | +14.7% | 2,583,821 | 0.0% | 0.22% | +34.6% | |
| GMTX | GEMINI THERAPEUTICS INC | $16,954,000 | -28.0% | 5,826,224 | 0.0% | 0.22% | -15.8% | |
| CRVS | CORVUS PHARMACEUTICALS INC | $16,734,000 | -50.2% | 6,943,654 | 0.0% | 0.22% | -41.7% | |
| NXTC | NEXTCURE INC | $16,266,000 | -11.0% | 2,711,013 | 0.0% | 0.21% | +4.0% | |
| SYBX | SYNLOGIC INC | $14,593,000 | -20.7% | 6,029,995 | 0.0% | 0.19% | -6.9% | |
| LUNG | PULMONX CORP | $13,950,000 | -10.9% | 435,000 | 0.0% | 0.18% | +4.1% | |
| FUSN | FUSION PHARMACEUTICALS INC | $13,447,000 | -47.3% | 3,224,770 | 0.0% | 0.17% | -38.4% | |
| AMGN | AMGEN INC | $12,846,000 | +5.8% | 57,100 | 0.0% | 0.16% | +24.1% | |
| GLTO | GALECTO INC | $12,396,000 | -15.6% | 4,090,937 | 0.0% | 0.16% | -1.2% | |
| QURE | UNIQURE NV | $12,145,000 | -35.2% | 585,574 | 0.0% | 0.16% | -24.3% | |
| RXDX | PROMETHEUS BIOSCIENCES INC | $9,885,000 | +66.8% | 250,000 | 0.0% | 0.13% | +95.4% | |
| IMRA | IMARA INC | $9,870,000 | -44.9% | 4,386,568 | 0.0% | 0.13% | -35.5% | |
| VOR | VOR BIOPHARMA INC | $9,683,000 | -25.9% | 833,333 | 0.0% | 0.12% | -13.9% | |
| AFIB | ACUTUS MED INC | $9,031,000 | -61.4% | 2,648,386 | 0.0% | 0.12% | -54.9% | |
| ACHL | ACHILLES THERAPEUTICS PLCsponsored ads | $7,940,000 | -35.7% | 1,584,845 | 0.0% | 0.10% | -25.0% | |
| GRAY | GRAYBUG VISION INC | $7,619,000 | -44.9% | 4,163,347 | 0.0% | 0.10% | -35.5% | |
| NAUT | NAUTILUS BIOTECHNOLOGY INC | $7,525,000 | -15.6% | 1,452,774 | 0.0% | 0.10% | -1.0% | |
| NANOSTRING TECHNOLOGIES INCnote 2.625% 3/0 | $7,172,000 | -8.7% | 6,000,000 | 0.0% | 0.09% | +7.0% | ||
| AVTE | AEROVATE THERAPEUTICS INC | $6,316,000 | -43.8% | 535,714 | 0.0% | 0.08% | -34.7% | |
| NTLA | INTELLIA THERAPEUTICS INC | $6,290,000 | -11.9% | 53,200 | 0.0% | 0.08% | +3.8% | |
| SYRS | SYROS PHARMACEUTICALS INC | $5,990,000 | -27.1% | 1,837,500 | 0.0% | 0.08% | -14.4% | |
| IMAB | I MABsponsored ads | $5,266,000 | -34.6% | 111,120 | 0.0% | 0.07% | -23.6% | |
| HSAQ | HEALTH SCIENCES ACQ CORP 2 | $5,040,000 | +1.9% | 500,000 | 0.0% | 0.06% | +20.4% | |
| PHGE | BIOMX INC | $4,502,000 | -47.7% | 2,813,489 | 0.0% | 0.06% | -38.9% | |
| TALS | TALARIS THERAPEUTICS INC | $3,780,000 | +12.7% | 247,240 | 0.0% | 0.05% | +32.4% | |
| FIELD TRIP HEALTH LTD | $3,722,000 | -46.8% | 1,538,470 | 0.0% | 0.05% | -37.7% | ||
| SIGHT SCIENCES INC | $3,514,000 | -22.6% | 200,000 | 0.0% | 0.04% | -10.0% | ||
| XFOR | X4 PHARMACEUTICALS INC | $3,146,000 | -56.7% | 1,373,849 | 0.0% | 0.04% | -50.0% | |
| ASLN | ASLAN PHARMACEUTICALS LTDads | $2,206,000 | -37.1% | 1,970,000 | 0.0% | 0.03% | -28.2% | |
| LABP | LANDOS BIOPHARMA INC | $1,359,000 | -67.1% | 283,217 | 0.0% | 0.02% | -62.2% | |
| CABA | CABALETTA BIO INC | $1,147,000 | -68.8% | 302,509 | 0.0% | 0.02% | -62.5% | |
| LBPH | LONGBOARD PHARMACEUTICALS IN | $554,000 | -44.8% | 113,500 | 0.0% | 0.01% | -36.4% |
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 2022-02-14
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 | 2024-04-18 |
| 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 |
| SC 13D/A | 2024-03-22 |
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.