$6.17 Billion is the total value of Orbimed Advisors's 145 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 26.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SWTX | SPRINGWORKS THERAPEUTICS INC | $340,238,000 | -8.9% | 6,028,307 | 0.0% | 5.52% | +14.9% | |
| HZNP | Sell | HORIZON THERAPEUTICS PUB L | $231,100,000 | -14.2% | 2,196,555 | -12.1% | 3.75% | +8.2% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $203,712,000 | -13.6% | 4,599,500 | -17.2% | 3.30% | +8.9% |
| PFE | Buy | PFIZER INC | $202,188,000 | +30.9% | 3,905,500 | +49.3% | 3.28% | +65.1% |
| Buy | THESEUS PHARMACEUTICALS INC | $196,490,000 | -8.0% | 17,041,668 | +1.2% | 3.19% | +16.1% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $190,440,000 | -29.6% | 2,607,700 | -39.9% | 3.09% | -11.2% |
| HUM | Buy | HUMANA INC | $166,104,000 | +12.5% | 381,700 | +19.9% | 2.69% | +41.9% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $161,157,000 | +20.0% | 534,200 | +42.9% | 2.61% | +51.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $150,033,000 | +10.3% | 294,200 | +8.6% | 2.43% | +39.1% |
| ACET | ADICET BIO INC | $148,719,000 | +14.2% | 7,447,141 | 0.0% | 2.41% | +44.0% | |
| ABBV | Sell | ABBVIE INC | $148,428,000 | +2.6% | 915,600 | -14.3% | 2.41% | +29.4% |
| PMVP | Sell | PMV PHARMACEUTICALS INC | $142,730,000 | -15.7% | 6,855,423 | -6.5% | 2.31% | +6.3% |
| EWTX | EDGEWISE THERAPEUTICS INC | $135,263,000 | -36.5% | 13,944,680 | 0.0% | 2.19% | -19.9% | |
| MRTX | Buy | MIRATI THERAPEUTICS INC | $134,060,000 | -35.9% | 1,630,500 | +14.3% | 2.17% | -19.2% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $126,986,000 | +67.0% | 1,647,030 | +91.3% | 2.06% | +110.5% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $123,759,000 | -11.2% | 1,051,300 | -2.3% | 2.01% | +12.0% |
| SYK | Sell | STRYKER CORPORATION | $122,206,000 | -1.8% | 457,100 | -1.8% | 1.98% | +23.9% |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $116,982,000 | -7.1% | 6,073,850 | 0.0% | 1.90% | +17.2% | |
| IOVA | Buy | IOVANCE BIOTHERAPEUTICS INC | $110,440,000 | -8.7% | 6,633,006 | +4.7% | 1.79% | +15.2% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $104,440,000 | -27.7% | 400,200 | -39.2% | 1.69% | -8.9% |
| SGEN | Buy | SEAGEN INC | $96,182,000 | -5.1% | 667,700 | +1.8% | 1.56% | +19.7% |
| KROS | KEROS THERAPEUTICS INC | $91,327,000 | -7.1% | 1,679,417 | 0.0% | 1.48% | +17.3% | |
| GH | Buy | GUARDANT HEALTH INC | $87,794,000 | -28.5% | 1,325,400 | +8.0% | 1.42% | -9.8% |
| BHVN | New | BIOHAVEN PHARMACTL HLDG CO L | $85,256,000 | – | 719,034 | +100.0% | 1.38% | – |
| TCDA | TRICIDA INC | $84,509,000 | -14.0% | 10,280,947 | 0.0% | 1.37% | +8.4% | |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC | $82,080,000 | +3.4% | 875,515 | -6.1% | 1.33% | +30.5% |
| PRELUDE THERAPEUTICS INCnonvoting | $77,107,000 | -48.1% | 11,895,652 | 0.0% | 1.25% | -34.6% | ||
| DXCM | Sell | DEXCOM INC | $76,689,000 | -6.6% | 149,900 | -2.0% | 1.24% | +17.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $71,232,000 | +12.7% | 120,600 | +27.3% | 1.16% | +42.2% |
| SIBN | Buy | SI-BONE INC | $70,947,000 | +38.6% | 3,139,247 | +36.2% | 1.15% | +74.8% |
| CRNX | CRINETICS PHARMACEUTICALS IN | $70,171,000 | -22.7% | 3,196,876 | 0.0% | 1.14% | -2.6% | |
| PRLD | PRELUDE THERAPEUTICS INC | $69,274,000 | -44.6% | 10,039,691 | 0.0% | 1.12% | -30.1% | |
| NTRA | Buy | NATERA INC | $64,900,000 | -50.9% | 1,595,385 | +12.8% | 1.05% | -38.0% |
| SRRA | Buy | SIERRA ONCOLOGY INC | $62,971,000 | +96.1% | 1,964,770 | +33.0% | 1.02% | +147.2% |
| GBT | New | GLOBAL BLOOD THERAPEUTICS IN | $54,613,000 | – | 1,576,600 | +100.0% | 0.89% | – |
| TPTX | Sell | TURNING POINT THERAPEUTICS I | $54,209,000 | -46.0% | 2,018,950 | -4.2% | 0.88% | -32.0% |
| THC | Buy | TENET HEALTHCARE CORP | $54,009,000 | +121.1% | 628,300 | +110.1% | 0.88% | +179.0% |
| ARGX | New | ARGENX SEsponsored adr | $53,540,000 | – | 169,800 | +100.0% | 0.87% | – |
| XTNT | Buy | XTANT MED HLDGS INC | $49,602,000 | +21.5% | 72,943,918 | +0.1% | 0.80% | +53.1% |
| RPTX | REPARE THERAPEUTICS INC | $47,312,000 | -32.5% | 3,322,488 | 0.0% | 0.77% | -14.9% | |
| MGTX | Sell | MEIRAGTX HLDGS PLC | $45,659,000 | -48.4% | 3,296,666 | -11.6% | 0.74% | -35.0% |
| KNTE | Buy | KINNATE BIOPHARMA INC | $45,531,000 | -33.2% | 4,043,629 | +5.1% | 0.74% | -15.8% |
| EVH | Buy | EVOLENT HEALTH INCcl a | $45,220,000 | +74.2% | 1,400,000 | +49.3% | 0.73% | +119.5% |
| ABCL | ABCELLERA BIOLOGICS INC | $40,762,000 | -31.8% | 4,180,768 | 0.0% | 0.66% | -14.0% | |
| JANX | JANUX THERAPEUTICS INC | $40,674,000 | -27.3% | 2,836,386 | 0.0% | 0.66% | -8.2% | |
| NSTG | Buy | NANOSTRING TECHNOLOGIES INC | $40,219,000 | +18.0% | 1,157,387 | +43.4% | 0.65% | +48.9% |
| SNDX | Buy | SYNDAX PHARMACEUTICALS INC | $37,511,000 | -13.5% | 2,158,300 | +8.9% | 0.61% | +9.0% |
| ALPN | ALPINE IMMUNE SCIENCES INC | $36,612,000 | -35.2% | 4,081,592 | 0.0% | 0.59% | -18.3% | |
| PCVX | Buy | VAXCYTE INC | $36,555,000 | +40.1% | 1,513,659 | +38.0% | 0.59% | +77.0% |
| TELA | TELA BIO INC | $35,210,000 | -9.1% | 3,027,542 | 0.0% | 0.57% | +14.7% | |
| NPCE | NEUROPACE INC | $32,941,000 | -18.6% | 4,012,281 | 0.0% | 0.53% | +2.7% | |
| TBPH | Sell | THERAVANCE BIOPHARMA INC | $31,115,000 | -52.9% | 3,254,713 | -45.5% | 0.50% | -40.5% |
| SBTX | SILVERBACK THERAPEUTICS INC | $30,681,000 | -47.3% | 8,740,887 | 0.0% | 0.50% | -33.6% | |
| CMPX | COMPASS THERAPEUTICS INC | $29,651,000 | -56.8% | 21,642,975 | 0.0% | 0.48% | -45.5% | |
| VRNA | VERONA PHARMA PLCsponsored ads | $28,417,000 | -25.7% | 5,694,841 | 0.0% | 0.46% | -6.3% | |
| ACRS | Buy | ACLARIS THERAPEUTICS INC | $27,237,000 | +90.0% | 1,579,900 | +60.2% | 0.44% | +140.2% |
| SCPH | SCPHARMACEUTICALS INC | $27,248,000 | +13.1% | 4,797,148 | 0.0% | 0.44% | +42.6% | |
| GHRS | GH RESEARCH PLCordinary shares | $26,132,000 | -21.6% | 1,428,732 | 0.0% | 0.42% | -1.2% | |
| VECT | Buy | VECTIVBIO HLDG AG | $25,108,000 | -2.1% | 5,330,704 | +2.0% | 0.41% | +23.3% |
| FUSN | FUSION PHARMACEUTICALS INC | $25,056,000 | +86.3% | 3,224,770 | 0.0% | 0.41% | +134.7% | |
| BIIB | Sell | BIOGEN INC | $24,830,000 | -55.0% | 117,900 | -48.8% | 0.40% | -43.2% |
| KDNY | CHINOOK THERAPEUTICS INC | $23,203,000 | +0.3% | 1,418,300 | 0.0% | 0.38% | +26.6% | |
| Buy | ADAGIO THERAPEUTICS INC | $23,055,000 | -36.3% | 5,056,000 | +1.5% | 0.37% | -19.6% | |
| PASG | Buy | PASSAGE BIO INC | $22,729,000 | -48.6% | 7,331,999 | +5.3% | 0.37% | -35.0% |
| XENE | Buy | XENON PHARMACEUTICALS INC | $20,971,000 | +6.4% | 686,000 | +8.7% | 0.34% | +34.4% |
| JNCE | JOUNCE THERAPEUTICS INC | $19,419,000 | -18.7% | 2,859,900 | 0.0% | 0.32% | +2.6% | |
| MRSN | Buy | MERSANA THERAPEUTICS INC | $19,108,000 | +6.3% | 4,788,900 | +65.8% | 0.31% | +34.2% |
| GRCL | GRACELL BIOTECHNOLOGIES INCsponsored ads | $18,372,000 | -61.4% | 7,884,870 | 0.0% | 0.30% | -51.3% | |
| IKNA | IKENA ONCOLOGY INC | $17,897,000 | -51.4% | 2,933,941 | 0.0% | 0.29% | -38.7% | |
| VENTYX BIOSCIENCES INC | $17,496,000 | -31.7% | 1,289,280 | 0.0% | 0.28% | -13.7% | ||
| RXSIGHT INC | $17,128,000 | +10.0% | 1,383,500 | 0.0% | 0.28% | +39.0% | ||
| GILD | GILEAD SCIENCES INC | $17,098,000 | -18.1% | 287,600 | 0.0% | 0.28% | +3.4% | |
| QURE | Buy | UNIQURE NV | $16,611,000 | +36.8% | 919,249 | +57.0% | 0.27% | +72.4% |
| MIST | MILESTONE PHARMACEUTICALS IN | $16,588,000 | -2.0% | 2,583,821 | 0.0% | 0.27% | +23.4% | |
| RARE | New | ULTRAGENYX PHARMACEUTICAL IN | $16,528,000 | – | 227,600 | +100.0% | 0.27% | – |
| VTGN | VISTAGEN THERAPEUTICS INC | $16,008,000 | -36.4% | 12,909,283 | 0.0% | 0.26% | -19.8% | |
| ILMN | ILLUMINA INC | $15,758,000 | -8.2% | 45,100 | 0.0% | 0.26% | +15.8% | |
| HARP | Buy | HARPOON THERAPEUTICS INC | $15,106,000 | -31.1% | 3,039,508 | +4.7% | 0.24% | -13.1% |
| DBTX | DECIBEL THERAPEUTICS INC | $15,033,000 | -34.6% | 4,945,192 | 0.0% | 0.24% | -17.6% | |
| SYBX | SYNLOGIC INC | $14,472,000 | -0.8% | 6,029,995 | 0.0% | 0.24% | +25.0% | |
| OMIC | Buy | SINGULAR GENOMICS SYSTEMS IN | $14,518,000 | -40.3% | 2,300,792 | +9.3% | 0.24% | -24.9% |
| New | BRIDGEBIO PHARMA INCnote 2.250% 2/0 | $14,416,000 | – | 30,000,000 | +100.0% | 0.23% | – | |
| ERASCA INC | $14,342,000 | -44.8% | 1,667,693 | 0.0% | 0.23% | -30.2% | ||
| ETNB | Sell | 89BIO INC | $13,794,000 | -71.7% | 3,658,869 | -1.9% | 0.22% | -64.3% |
| AMGN | AMGEN INC | $13,808,000 | +7.5% | 57,100 | 0.0% | 0.22% | +35.8% | |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $13,832,000 | -11.9% | 406,100 | 0.0% | 0.22% | +10.9% | |
| BNR | BURNING ROCK BIOTECH LTDsponsored ads | $13,493,000 | -2.5% | 1,452,402 | 0.0% | 0.22% | +23.0% | |
| NXTC | NEXTCURE INC | $13,176,000 | -19.0% | 2,711,013 | 0.0% | 0.21% | +2.4% | |
| GLPG | Sell | GALAPAGOS NVspon adr | $12,914,000 | -67.3% | 208,225 | -71.0% | 0.21% | -58.9% |
| DHRPRB | Sell | DANAHER CORPORATION5% conv pfd b | $12,696,000 | -27.0% | 8,039 | -19.6% | 0.21% | -7.6% |
| CMMB | CHEMOMAB THERAPEUTICS LTDsponsored ads | $12,375,000 | -30.4% | 2,578,174 | 0.0% | 0.20% | -12.2% | |
| New | BRIDGEBIO PHARMA INCnote 2.500% 3/1 | $12,000,000 | – | 20,000,000 | +100.0% | 0.20% | – | |
| CRVS | CORVUS PHARMACEUTICALS INC | $11,388,000 | -31.9% | 6,943,654 | 0.0% | 0.18% | -14.0% | |
| MREO | New | MEREO BIOPHARMA GROUP PLCads | $11,373,000 | – | 10,154,810 | +100.0% | 0.18% | – |
| SGFY | New | SIGNIFY HEALTH INC | $11,266,000 | – | 620,700 | +100.0% | 0.18% | – |
| TERN | TERNS PHARMACEUTICALS INC | $11,260,000 | -58.0% | 3,791,204 | 0.0% | 0.18% | -47.0% | |
| ORIC | Sell | ORIC PHARMACEUTICALS INC | $11,148,000 | -67.6% | 2,087,568 | -10.7% | 0.18% | -59.0% |
| LUNG | PULMONX CORP | $10,792,000 | -22.6% | 435,000 | 0.0% | 0.18% | -2.2% | |
| ALXO | Buy | ALX ONCOLOGY HLDGS INC | $10,507,000 | +135.5% | 621,700 | +199.5% | 0.17% | +198.2% |
| XBI | Sell | SPDR SER TRs&p biotech | $10,049,000 | -91.1% | 111,800 | -88.9% | 0.16% | -88.8% |
| BLU | BELLUS HEALTH INC NEW | $10,068,000 | -13.9% | 1,454,800 | 0.0% | 0.16% | +8.7% | |
| AVTE | Sell | AEROVATE THERAPEUTICS INC | $9,347,000 | +48.0% | 509,949 | -4.8% | 0.15% | +87.7% |
| GLTO | GALECTO INC | $9,000,000 | -27.4% | 4,090,937 | 0.0% | 0.15% | -8.2% | |
| CLXPF | CYBIN INC | $8,598,000 | -31.1% | 10,524,300 | 0.0% | 0.14% | -13.1% | |
| IMRA | IMARA INC | $8,247,000 | -16.4% | 4,386,568 | 0.0% | 0.13% | +5.5% | |
| GMTX | GEMINI THERAPEUTICS INC | $8,098,000 | -52.2% | 5,826,224 | 0.0% | 0.13% | -39.9% | |
| MREO | Sell | MEREO BIOPHARMA GROUP PLCads | $7,963,000 | -71.2% | 7,109,954 | -58.8% | 0.13% | -63.7% |
| RAPT | Buy | RAPT THERAPEUTICS INC | $7,945,000 | -0.3% | 361,300 | +66.5% | 0.13% | +26.5% |
| GRPH | GRAPHITE BIO INC | $7,986,000 | -59.0% | 1,565,812 | 0.0% | 0.13% | -48.4% | |
| SONENDO INC | $7,892,000 | -30.4% | 1,968,180 | 0.0% | 0.13% | -12.3% | ||
| CGEM | Sell | CULLINAN ONCOLOGY INC | $7,023,000 | -43.5% | 670,787 | -16.7% | 0.11% | -28.8% |
| AGLE | AEGLEA BIOTHERAPEUTICS INC | $6,799,000 | -51.6% | 2,956,124 | 0.0% | 0.11% | -39.2% | |
| MGTA | MAGENTA THERAPEUTICS INC | $6,528,000 | -34.5% | 2,250,953 | 0.0% | 0.11% | -17.2% | |
| NMTR | 9 METERS BIOPHARMA INC | $6,158,000 | -38.8% | 10,275,887 | 0.0% | 0.10% | -22.5% | |
| NTRA | New | NATERA INCcall | $6,102,000 | – | 150,000 | +100.0% | 0.10% | – |
| NANOSTRING TECHNOLOGIES INCnote 2.625% 3/0 | $6,086,000 | -15.1% | 6,000,000 | 0.0% | 0.10% | +7.6% | ||
| ALBO | New | ALBIREO PHARMA INC | $5,787,000 | – | 194,000 | +100.0% | 0.09% | – |
| LOGC | LOGICBIO THERAPEUTICS INC | $5,758,000 | -70.6% | 8,466,783 | 0.0% | 0.09% | -62.9% | |
| CTMX | Sell | CYTOMX THERAPEUTICS INC | $5,674,000 | -59.2% | 2,124,975 | -33.9% | 0.09% | -48.6% |
| PHGE | BIOMX INC | $5,430,000 | +20.6% | 2,813,489 | 0.0% | 0.09% | +51.7% | |
| OCX | ONCOCYTE CORP | $5,206,000 | -31.3% | 3,493,800 | 0.0% | 0.08% | -13.4% | |
| GRAY | GRAYBUG VISION INC | $5,121,000 | -32.8% | 4,163,347 | 0.0% | 0.08% | -15.3% | |
| VOR | VOR BIOPHARMA INC | $5,033,000 | -48.0% | 833,333 | 0.0% | 0.08% | -33.9% | |
| ACHL | ACHILLES THERAPEUTICS PLCsponsored ads | $4,659,000 | -41.3% | 1,584,845 | 0.0% | 0.08% | -25.5% | |
| TARA | PROTARA THERAPEUTICS INC | $4,245,000 | -24.3% | 830,641 | 0.0% | 0.07% | -4.2% | |
| IMCR | New | IMMUNOCORE HLDGS PLCads | $3,830,000 | – | 128,100 | +100.0% | 0.06% | – |
| AFIB | ACUTUS MED INC | $3,681,000 | -59.2% | 2,648,386 | 0.0% | 0.06% | -48.3% | |
| SRPT | Sell | SAREPTA THERAPEUTICS INC | $3,054,000 | -42.2% | 39,100 | -33.4% | 0.05% | -26.5% |
| New | VIGIL NEUROSCIENCE INC | $2,891,000 | – | 411,191 | +100.0% | 0.05% | – | |
| XFOR | X4 PHARMACEUTICALS INC | $2,404,000 | -23.6% | 1,373,849 | 0.0% | 0.04% | -2.5% | |
| TALS | TALARIS THERAPEUTICS INC | $2,433,000 | -35.6% | 247,240 | 0.0% | 0.04% | -20.4% | |
| SIGHT SCIENCES INC | $2,312,000 | -34.2% | 200,000 | 0.0% | 0.04% | -17.8% | ||
| IMAB | I MABsponsored ads | $1,805,000 | -65.7% | 111,120 | 0.0% | 0.03% | -57.4% | |
| EXSCIENTIA PLCads | $1,800,000 | -27.1% | 125,000 | 0.0% | 0.03% | -9.4% | ||
| ASLN | Sell | ASLAN PHARMACEUTICALS LTDads | $1,747,000 | -20.8% | 1,941,219 | -1.5% | 0.03% | 0.0% |
| GBT | New | GLOBAL BLOOD THERAPEUTICS INcall | $1,732,000 | – | 50,000 | +100.0% | 0.03% | – |
| APTX | Sell | APTINYX INC | $1,222,000 | -38.9% | 538,500 | -28.2% | 0.02% | -23.1% |
| CABA | Buy | CABALETTA BIO INC | $1,172,000 | +2.2% | 577,509 | +90.9% | 0.02% | +26.7% |
| Sell | FIELD TRIP HEALTH LTD | $762,000 | -79.5% | 576,930 | -62.5% | 0.01% | -75.0% | |
| MIRM | New | MIRUM PHARMACEUTICALS INC | $595,000 | – | 27,000 | +100.0% | 0.01% | – |
| LBPH | LONGBOARD PHARMACEUTICALS IN | $606,000 | +9.4% | 113,500 | 0.0% | 0.01% | +42.9% | |
| PYXIS ONCOLOGY INC | $580,000 | -63.2% | 143,640 | 0.0% | 0.01% | -55.0% | ||
| LABP | LANDOS BIOPHARMA INC | $418,000 | -69.2% | 283,217 | 0.0% | 0.01% | -58.8% | |
| OWLET INC*w exp 09/14/202 | $170,000 | +97.7% | 220,704 | 0.0% | 0.00% | +200.0% | ||
| AUGX | Exit | AUGMEDIX INC | $0 | – | -88,363 | -100.0% | -0.00% | – |
| CBIO | Exit | CATALYST BIOSCIENCES INC | $0 | – | -1,729,402 | -100.0% | -0.02% | – |
| ADAG | Exit | ADAGENE INCads | $0 | – | -263,176 | -100.0% | -0.03% | – |
| Exit | BRIGHT MINDS BIOSCIENCES INC | $0 | – | -660,600 | -100.0% | -0.03% | – | |
| SURF | Exit | SURFACE ONCOLOGY INC | $0 | – | -467,945 | -100.0% | -0.03% | – |
| Exit | AADI BIOSCIENCE INC | $0 | – | -127,600 | -100.0% | -0.04% | – | |
| INZY | Exit | INOZYME PHARMA INC | $0 | – | -526,600 | -100.0% | -0.05% | – |
| IFRX | Exit | INFLARX NV | $0 | – | -875,297 | -100.0% | -0.05% | – |
| IPSC | Exit | CENTURY THERAPEUTICS INC | $0 | – | -307,047 | -100.0% | -0.06% | – |
| HSAQ | Exit | HEALTH SCIENCES ACQ CORP 2 | $0 | – | -500,000 | -100.0% | -0.06% | – |
| NRIX | Exit | NURIX THERAPEUTICS INC | $0 | – | -184,468 | -100.0% | -0.07% | – |
| SYRS | Exit | SYROS PHARMACEUTICALS INC | $0 | – | -1,837,500 | -100.0% | -0.08% | – |
| NTLA | Exit | INTELLIA THERAPEUTICS INC | $0 | – | -53,200 | -100.0% | -0.08% | – |
| NAUT | Exit | NAUTILUS BIOTECHNOLOGY INC | $0 | – | -1,452,774 | -100.0% | -0.10% | – |
| GOSS | Exit | GOSSAMER BIO INC | $0 | – | -683,000 | -100.0% | -0.10% | – |
| CVRX | Exit | CVRX INC | $0 | – | -723,055 | -100.0% | -0.11% | – |
| RXDX | Exit | PROMETHEUS BIOSCIENCES INC | $0 | – | -250,000 | -100.0% | -0.13% | – |
| FLDM | Exit | FLUIDIGM CORP DEL | $0 | – | -3,819,348 | -100.0% | -0.19% | – |
| CRIS | Exit | CURIS INC | $0 | – | -3,634,800 | -100.0% | -0.22% | – |
| APLT | Exit | APPLIED THERAPEUTICS INC | $0 | – | -2,313,681 | -100.0% | -0.27% | – |
| IMGN | Exit | IMMUNOGEN INC | $0 | – | -3,868,786 | -100.0% | -0.37% | – |
| Exit | CYTEK BIOSCIENCES INC | $0 | – | -1,923,139 | -100.0% | -0.40% | – | |
| SEM | Exit | SELECT MED HLDGS CORP | $0 | – | -1,233,600 | -100.0% | -0.47% | – |
| OSH | Exit | OAK STR HEALTH INC | $0 | – | -1,290,300 | -100.0% | -0.55% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -564,300 | -100.0% | -0.92% | – |
| SVA | Exit | SINOVAC BIOTECH LTD | $0 | – | -2,839,500 | -100.0% | -0.94% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -389,500 | -100.0% | -1.29% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -1,779,300 | -100.0% | -1.75% | – |
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 2022-05-16
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 |
|---|---|
| SC 13D/A | 2024-05-22 |
| 4 | 2024-05-20 |
| 4 | 2024-05-20 |
| SC 13D/A | 2024-05-20 |
| 144 | 2024-05-17 |
| 144 | 2024-05-17 |
| 13F-HR | 2024-05-15 |
| 4 | 2024-05-08 |
| SC 13D/A | 2024-05-08 |
| 4 | 2024-05-03 |
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.