$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BHVN | New | BIOHAVEN PHARMACTL HLDG CO L | $85,256,000 | – | 719,034 | +100.0% | 1.38% | – |
| GBT | New | GLOBAL BLOOD THERAPEUTICS IN | $54,613,000 | – | 1,576,600 | +100.0% | 0.89% | – |
| ARGX | New | ARGENX SEsponsored adr | $53,540,000 | – | 169,800 | +100.0% | 0.87% | – |
| RARE | New | ULTRAGENYX PHARMACEUTICAL IN | $16,528,000 | – | 227,600 | +100.0% | 0.27% | – |
| New | BRIDGEBIO PHARMA INCnote 2.250% 2/0 | $14,416,000 | – | 30,000,000 | +100.0% | 0.23% | – | |
| New | BRIDGEBIO PHARMA INCnote 2.500% 3/1 | $12,000,000 | – | 20,000,000 | +100.0% | 0.20% | – | |
| 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% | – |
| NTRA | New | NATERA INCcall | $6,102,000 | – | 150,000 | +100.0% | 0.10% | – |
| ALBO | New | ALBIREO PHARMA INC | $5,787,000 | – | 194,000 | +100.0% | 0.09% | – |
| IMCR | New | IMMUNOCORE HLDGS PLCads | $3,830,000 | – | 128,100 | +100.0% | 0.06% | – |
| New | VIGIL NEUROSCIENCE INC | $2,891,000 | – | 411,191 | +100.0% | 0.05% | – | |
| GBT | New | GLOBAL BLOOD THERAPEUTICS INcall | $1,732,000 | – | 50,000 | +100.0% | 0.03% | – |
| MIRM | New | MIRUM PHARMACEUTICALS INC | $595,000 | – | 27,000 | +100.0% | 0.01% | – |
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 | 45 | Q2 2024 | 5.0% |
| VERTEX PHARMACEUTICALS INC | 45 | Q2 2024 | 3.7% |
| THERMO FISHER SCIENTIFIC INC | 45 | Q2 2024 | 3.2% |
| SINOVAC BIOTECH LTD | 44 | Q2 2024 | 7.2% |
| NEUROCRINE BIOSCIENCES INC | 44 | Q2 2024 | 2.7% |
| BOSTON SCIENTIFIC CORP | 43 | Q2 2024 | 5.6% |
| AMGEN INC | 43 | Q2 2024 | 5.5% |
| INTUITIVE SURGICAL INC | 43 | Q2 2024 | 4.3% |
| STRYKER CORPORATION | 42 | Q2 2024 | 2.2% |
| BRISTOL-MYERS SQUIBB CO | 40 | Q2 2023 | 5.2% |
View Orbimed Advisors's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Disc Medicine, Inc. | June 20, 2024 | 1,785,571 | 6.0% |
| Enliven Therapeutics, Inc. | May 20, 2024 | 7,918,163 | 16.8% |
| Corvus Pharmaceuticals, Inc. | May 08, 2024 | 6,943,654 | 11.1% |
| Passage BIO, Inc. | April 12, 2024 | 8,034,000 | 13.0% |
| Q32 Bio Inc. | March 28, 2024 | 2,252,987 | 18.9% |
| Compass Therapeutics, Inc. | March 22, 2024 | 18,791,422 | 13.7% |
| Adicet Bio, Inc. | March 21, 2024 | 9,772,598 | 11.9% |
| NextCure, Inc. | March 08, 2024 | 1,268,013 | 4.5% |
| Kinnate Biopharma Inc. | February 21, 2024 | 7,559,729 | 16.1% |
| ALX ONCOLOGY HOLDINGS INC | February 14, 2024 | 2,255,000 | 4.5% |
View Orbimed Advisors's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 4 | 2024-09-18 |
| 4 | 2024-09-17 |
| 144 | 2024-09-16 |
| SC 13D/A | 2024-09-16 |
| 3 | 2024-09-12 |
| SC 13D/A | 2024-09-10 |
| N-PX | 2024-08-29 |
| 4 | 2024-08-28 |
| 4 | 2024-08-23 |
| 4 | 2024-08-15 |
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.