$5.52 Billion is the total value of Orbimed Advisors's 145 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 20.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SVA | New | SINOVAC BIOTECH LTD | $349,500,000 | – | 2,718,735 | +100.0% | 6.33% | – |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $193,940,000 | +1.8% | 2,518,700 | -3.4% | 3.51% | +13.8% |
| HUM | Sell | HUMANA INC | $171,173,000 | +3.1% | 365,700 | -4.2% | 3.10% | +15.2% |
| HZNP | Sell | HORIZON THERAPEUTICS PUB L | $168,178,000 | -27.2% | 2,108,555 | -4.0% | 3.05% | -18.7% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $162,851,000 | -20.1% | 4,369,500 | -5.0% | 2.95% | -10.7% |
| TPTX | Sell | TURNING POINT THERAPEUTICS I | $151,422,000 | +179.3% | 2,012,250 | -0.3% | 2.74% | +212.2% |
| SWTX | SPRINGWORKS THERAPEUTICS INC | $148,417,000 | -56.4% | 6,028,307 | 0.0% | 2.69% | -51.3% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $144,433,000 | -3.7% | 281,200 | -4.4% | 2.62% | +7.6% |
| PFE | Sell | PFIZER INC | $143,868,000 | -28.8% | 2,744,000 | -29.7% | 2.61% | -20.5% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $140,855,000 | +10.9% | 1,699,710 | +3.2% | 2.55% | +23.9% |
| ABBV | Sell | ABBVIE INC | $122,497,000 | -17.5% | 799,800 | -12.6% | 2.22% | -7.8% |
| SGEN | Buy | SEAGEN INC | $121,646,000 | +26.5% | 687,500 | +3.0% | 2.20% | +41.3% |
| EWTX | Buy | EDGEWISE THERAPEUTICS INC | $112,098,000 | -17.1% | 14,082,680 | +1.0% | 2.03% | -7.4% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $109,109,000 | +4.5% | 387,200 | -3.2% | 1.98% | +16.8% |
| ACET | ADICET BIO INC | $108,728,000 | -26.9% | 7,447,141 | 0.0% | 1.97% | -18.3% | |
| SRRA | SIERRA ONCOLOGY INC | $108,043,000 | +71.6% | 1,964,770 | 0.0% | 1.96% | +91.8% | |
| BHVN | BIOHAVEN PHARMACTL HLDG CO L | $104,770,000 | +22.9% | 719,034 | 0.0% | 1.90% | +37.3% | |
| ISRG | Sell | INTUITIVE SURGICAL INC | $103,807,000 | -35.6% | 517,200 | -3.2% | 1.88% | -28.0% |
| ARQT | Sell | ARCUTIS BIOTHERAPEUTICS INC | $101,897,000 | -12.9% | 4,781,646 | -21.3% | 1.85% | -2.7% |
| TCDA | TRICIDA INC | $99,520,000 | +17.8% | 10,280,947 | 0.0% | 1.80% | +31.6% | |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $96,165,000 | -22.3% | 1,011,300 | -3.8% | 1.74% | -13.2% |
| THESEUS PHARMACEUTICALS INC | $94,240,000 | -52.0% | 17,041,668 | 0.0% | 1.71% | -46.4% | ||
| PMVP | Sell | PMV PHARMACEUTICALS INC | $93,524,000 | -34.5% | 6,563,077 | -4.3% | 1.70% | -26.8% |
| SYK | Sell | STRYKER CORPORATION | $87,748,000 | -28.2% | 441,100 | -3.5% | 1.59% | -19.8% |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC | $82,814,000 | +0.9% | 849,545 | -3.0% | 1.50% | +12.8% |
| ARGX | Buy | ARGENX SEsponsored adr | $73,503,000 | +37.3% | 194,000 | +14.3% | 1.33% | +53.5% |
| MRTX | Sell | MIRATI THERAPEUTICS INC | $73,199,000 | -45.4% | 1,090,400 | -33.1% | 1.33% | -39.0% |
| GBT | Buy | GLOBAL BLOOD THERAPEUTICS IN | $65,306,000 | +19.6% | 2,044,000 | +29.6% | 1.18% | +33.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $61,608,000 | -13.5% | 113,400 | -6.0% | 1.12% | -3.4% |
| CRNX | CRINETICS PHARMACEUTICALS IN | $59,622,000 | -15.0% | 3,196,876 | 0.0% | 1.08% | -5.1% | |
| NTRA | Buy | NATERA INC | $58,878,000 | -9.3% | 1,661,353 | +4.1% | 1.07% | +1.4% |
| Buy | PRELUDE THERAPEUTICS INCnonvoting | $58,303,000 | -24.4% | 12,147,877 | +2.1% | 1.06% | -15.5% | |
| CMPX | Buy | COMPASS THERAPEUTICS INC | $58,196,000 | +96.3% | 21,960,850 | +1.5% | 1.06% | +119.3% |
| EVH | Buy | EVOLENT HEALTH INCcl a | $54,602,000 | +20.7% | 1,778,000 | +27.0% | 0.99% | +34.9% |
| PRLD | PRELUDE THERAPEUTICS INC | $52,407,000 | -24.3% | 10,039,691 | 0.0% | 0.95% | -15.4% | |
| KNTE | KINNATE BIOPHARMA INC | $50,990,000 | +12.0% | 4,043,629 | 0.0% | 0.92% | +25.2% | |
| RPTX | REPARE THERAPEUTICS INC | $46,482,000 | -1.8% | 3,322,488 | 0.0% | 0.84% | +9.8% | |
| KROS | KEROS THERAPEUTICS INC | $46,402,000 | -49.2% | 1,679,417 | 0.0% | 0.84% | -43.2% | |
| SNDX | Buy | SYNDAX PHARMACEUTICALS INC | $44,700,000 | +19.2% | 2,323,300 | +7.6% | 0.81% | +33.2% |
| ABCL | ABCELLERA BIOLOGICS INC | $44,525,000 | +9.2% | 4,180,768 | 0.0% | 0.81% | +22.1% | |
| SIBN | Buy | SI-BONE INC | $44,458,000 | -37.3% | 3,368,000 | +7.3% | 0.81% | -29.9% |
| GRCL | GRACELL BIOTECHNOLOGIES INCsponsored ads | $43,367,000 | +136.0% | 7,884,870 | 0.0% | 0.79% | +163.8% | |
| GH | Sell | GUARDANT HEALTH INC | $41,687,000 | -52.5% | 1,033,400 | -22.0% | 0.76% | -47.0% |
| MRSN | Buy | MERSANA THERAPEUTICS INC | $41,633,000 | +117.9% | 9,011,437 | +88.2% | 0.75% | +143.2% |
| XENE | Buy | XENON PHARMACEUTICALS INC | $40,434,000 | +92.8% | 1,329,200 | +93.8% | 0.73% | +115.6% |
| XTNT | XTANT MED HLDGS INC | $37,894,000 | -23.6% | 72,943,918 | 0.0% | 0.69% | -14.6% | |
| SBTX | SILVERBACK THERAPEUTICS INC | $37,061,000 | +20.8% | 8,740,887 | 0.0% | 0.67% | +35.2% | |
| VECT | Buy | VECTIVBIO HLDG AG | $34,957,000 | +39.2% | 6,473,561 | +21.4% | 0.63% | +55.5% |
| ALPN | ALPINE IMMUNE SCIENCES INC | $34,734,000 | -5.1% | 4,081,592 | 0.0% | 0.63% | +5.9% | |
| JANX | JANUX THERAPEUTICS INC | $34,632,000 | -14.9% | 2,836,386 | 0.0% | 0.63% | -4.8% | |
| THC | Buy | TENET HEALTHCARE CORP | $34,495,000 | -36.1% | 656,300 | +4.5% | 0.62% | -28.7% |
| KDNY | Buy | CHINOOK THERAPEUTICS INC | $33,166,000 | +42.9% | 1,896,300 | +33.7% | 0.60% | +59.8% |
| PCVX | VAXCYTE INC | $32,937,000 | -9.9% | 1,513,659 | 0.0% | 0.60% | +0.7% | |
| ACRS | Buy | ACLARIS THERAPEUTICS INC | $32,464,000 | +19.2% | 2,325,500 | +47.2% | 0.59% | +33.0% |
| IOVA | Sell | IOVANCE BIOTHERAPEUTICS INC | $30,895,000 | -72.0% | 2,798,441 | -57.8% | 0.56% | -68.7% |
| VRNA | VERONA PHARMA PLCsponsored ads | $23,861,000 | -16.0% | 5,694,841 | 0.0% | 0.43% | -6.3% | |
| SCPH | SCPHARMACEUTICALS INC | $23,122,000 | -15.1% | 4,797,148 | 0.0% | 0.42% | -5.2% | |
| BIIB | Sell | BIOGEN INC | $22,760,000 | -8.3% | 111,600 | -5.3% | 0.41% | +2.2% |
| TELA | TELA BIO INC | $21,223,000 | -39.7% | 3,027,542 | 0.0% | 0.38% | -32.6% | |
| PASG | Buy | PASSAGE BIO INC | $21,080,000 | -7.3% | 8,931,999 | +21.8% | 0.38% | +3.5% |
| DBTX | DECIBEL THERAPEUTICS INC | $20,819,000 | +38.5% | 4,945,192 | 0.0% | 0.38% | +54.5% | |
| NPCE | NEUROPACE INC | $19,861,000 | -39.7% | 4,012,281 | 0.0% | 0.36% | -32.6% | |
| RXSIGHT INC | $19,480,000 | +13.7% | 1,383,500 | 0.0% | 0.35% | +27.0% | ||
| MGTX | Sell | MEIRAGTX HLDGS PLC | $18,937,000 | -58.5% | 2,501,618 | -24.1% | 0.34% | -53.6% |
| TVTX | New | TRAVERE THERAPEUTICS INC | $18,710,000 | – | 772,200 | +100.0% | 0.34% | – |
| PGNY | New | PROGYNY INC | $18,156,000 | – | 625,000 | +100.0% | 0.33% | – |
| GILD | GILEAD SCIENCES INC | $17,777,000 | +4.0% | 287,600 | 0.0% | 0.32% | +16.2% | |
| ALXO | Buy | ALX ONCOLOGY HLDGS INC | $17,687,000 | +68.3% | 2,186,269 | +251.7% | 0.32% | +88.2% |
| IONS | New | IONIS PHARMACEUTICALS INC | $16,785,000 | – | 453,400 | +100.0% | 0.30% | – |
| ADAGIO THERAPEUTICS INC | $16,584,000 | -28.1% | 5,056,000 | 0.0% | 0.30% | -19.8% | ||
| QURE | Sell | UNIQURE NV | $16,307,000 | -1.8% | 874,849 | -4.8% | 0.30% | +9.7% |
| GHRS | Buy | GH RESEARCH PLCordinary shares | $16,188,000 | -38.1% | 1,622,060 | +13.5% | 0.29% | -30.9% |
| RAPT | Buy | RAPT THERAPEUTICS INC | $15,812,000 | +99.0% | 866,396 | +139.8% | 0.29% | +122.5% |
| VENTYX BIOSCIENCES INC | $15,768,000 | -9.9% | 1,289,280 | 0.0% | 0.29% | +0.7% | ||
| AMGN | AMGEN INC | $13,892,000 | +0.6% | 57,100 | 0.0% | 0.25% | +12.5% | |
| BLU | BELLUS HEALTH INC NEW | $13,391,000 | +33.0% | 1,454,800 | 0.0% | 0.24% | +49.1% | |
| REGN | New | REGENERON PHARMACEUTICALS | $13,123,000 | – | 22,200 | +100.0% | 0.24% | – |
| ISEE | New | IVERIC BIO INC | $13,097,000 | – | 1,361,400 | +100.0% | 0.24% | – |
| IKNA | IKENA ONCOLOGY INC | $12,997,000 | -27.4% | 2,933,941 | 0.0% | 0.24% | -18.6% | |
| NXTC | NEXTCURE INC | $12,742,000 | -3.3% | 2,711,013 | 0.0% | 0.23% | +7.9% | |
| SGFY | Buy | SIGNIFY HEALTH INC | $12,420,000 | +10.2% | 900,000 | +45.0% | 0.22% | +23.0% |
| TBPH | Sell | THERAVANCE BIOPHARMA INC | $12,414,000 | -60.1% | 1,370,250 | -57.9% | 0.22% | -55.4% |
| BRIDGEBIO PHARMA INCnote 2.250% 2/0 | $12,150,000 | -15.7% | 30,000,000 | 0.0% | 0.22% | -6.0% | ||
| VTGN | Buy | VISTAGEN THERAPEUTICS INC | $11,811,000 | -26.2% | 13,421,283 | +4.0% | 0.21% | -17.7% |
| KZR | New | KEZAR LIFE SCIENCES INC | $11,743,000 | – | 1,419,900 | +100.0% | 0.21% | – |
| ETNB | 89BIO INC | $11,782,000 | -14.6% | 3,658,869 | 0.0% | 0.21% | -4.9% | |
| MIST | Sell | MILESTONE PHARMACEUTICALS IN | $11,178,000 | -32.6% | 1,817,521 | -29.7% | 0.20% | -24.5% |
| DHRPRB | DANAHER CORPORATION5% conv pfd b | $10,637,000 | -16.2% | 8,039 | 0.0% | 0.19% | -6.3% | |
| GMTX | GEMINI THERAPEUTICS INC | $9,846,000 | +21.6% | 5,826,224 | 0.0% | 0.18% | +35.9% | |
| CMMB | CHEMOMAB THERAPEUTICS LTDsponsored ads | $9,539,000 | -22.9% | 2,578,174 | 0.0% | 0.17% | -13.9% | |
| TERN | TERNS PHARMACEUTICALS INC | $9,402,000 | -16.5% | 3,791,204 | 0.0% | 0.17% | -7.1% | |
| ORIC | ORIC PHARMACEUTICALS INC | $9,352,000 | -16.1% | 2,087,568 | 0.0% | 0.17% | -6.6% | |
| ERASCA INC | $9,289,000 | -35.2% | 1,667,693 | 0.0% | 0.17% | -27.9% | ||
| BRIDGEBIO PHARMA INCnote 2.500% 3/1 | $9,000,000 | -25.0% | 20,000,000 | 0.0% | 0.16% | -16.4% | ||
| JNCE | Buy | JOUNCE THERAPEUTICS INC | $8,875,000 | -54.3% | 2,928,900 | +2.4% | 0.16% | -48.9% |
| SGEN | New | SEAGEN INCcall | $8,847,000 | – | 50,000 | +100.0% | 0.16% | – |
| CGEM | CULLINAN ONCOLOGY INC | $8,599,000 | +22.4% | 670,787 | 0.0% | 0.16% | +36.8% | |
| XBI | SPDR SER TRs&p biotech | $8,303,000 | -17.4% | 111,800 | 0.0% | 0.15% | -8.0% | |
| FUSN | FUSION PHARMACEUTICALS INC | $8,030,000 | -68.0% | 3,224,770 | 0.0% | 0.15% | -64.0% | |
| MREO | MEREO BIOPHARMA GROUP PLCads | $7,963,000 | 0.0% | 7,109,954 | 0.0% | 0.14% | +11.6% | |
| AVTE | Sell | AEROVATE THERAPEUTICS INC | $7,480,000 | -20.0% | 478,579 | -6.2% | 0.14% | -10.5% |
| GLTO | GALECTO INC | $7,077,000 | -21.4% | 4,090,937 | 0.0% | 0.13% | -12.3% | |
| SYBX | SYNLOGIC INC | $6,934,000 | -52.1% | 6,029,995 | 0.0% | 0.13% | -46.4% | |
| CRVS | CORVUS PHARMACEUTICALS INC | $6,875,000 | -39.6% | 6,943,654 | 0.0% | 0.12% | -32.4% | |
| LUNG | PULMONX CORP | $6,403,000 | -40.7% | 435,000 | 0.0% | 0.12% | -33.7% | |
| SRRK | New | SCHOLAR ROCK HLDG CORP | $5,910,000 | – | 1,076,540 | +100.0% | 0.11% | – |
| CLXPF | CYBIN INC | $5,886,000 | -31.5% | 10,524,300 | 0.0% | 0.11% | -23.0% | |
| HARP | HARPOON THERAPEUTICS INC | $5,805,000 | -61.6% | 3,039,508 | 0.0% | 0.10% | -57.1% | |
| MIRM | Buy | MIRUM PHARMACEUTICALS INC | $5,439,000 | +814.1% | 279,500 | +935.2% | 0.10% | +890.0% |
| IMRA | IMARA INC | $5,352,000 | -35.1% | 4,386,568 | 0.0% | 0.10% | -27.6% | |
| NTRA | NATERA INCcall | $5,316,000 | -12.9% | 150,000 | 0.0% | 0.10% | -3.0% | |
| IMCR | Buy | IMMUNOCORE HLDGS PLCads | $4,891,000 | +27.7% | 131,100 | +2.3% | 0.09% | +43.5% |
| NANOSTRING TECHNOLOGIES INCnote 2.625% 3/0 | $4,851,000 | -20.3% | 6,000,000 | 0.0% | 0.09% | -11.1% | ||
| GRAY | GRAYBUG VISION INC | $4,538,000 | -11.4% | 4,163,347 | 0.0% | 0.08% | -1.2% | |
| VOR | VOR BIOPHARMA INC | $4,142,000 | -17.7% | 833,333 | 0.0% | 0.08% | -8.5% | |
| APLT | New | APPLIED THERAPEUTICS INC | $4,030,000 | – | 4,250,000 | +100.0% | 0.07% | – |
| BNR | Sell | BURNING ROCK BIOTECH LTDsponsored ads | $4,044,000 | -70.0% | 1,389,802 | -4.3% | 0.07% | -66.7% |
| ACHL | ACHILLES THERAPEUTICS PLCsponsored ads | $3,994,000 | -14.3% | 1,584,845 | 0.0% | 0.07% | -5.3% | |
| CTMX | CYTOMX THERAPEUTICS INC | $3,889,000 | -31.5% | 2,124,975 | 0.0% | 0.07% | -23.9% | |
| NVAX | New | NOVAVAX INCcall | $3,857,000 | – | 75,000 | +100.0% | 0.07% | – |
| CLDX | Sell | CELLDEX THERAPEUTICS INC NEW | $3,038,000 | -78.0% | 112,700 | -72.2% | 0.06% | -75.4% |
| AFIB | ACUTUS MED INC | $2,966,000 | -19.4% | 2,648,386 | 0.0% | 0.05% | -10.0% | |
| LOGC | LOGICBIO THERAPEUTICS INC | $2,967,000 | -48.5% | 8,466,783 | 0.0% | 0.05% | -41.9% | |
| MREO | Sell | MEREO BIOPHARMA GROUP PLCads | $2,914,000 | -74.4% | 2,601,468 | -74.4% | 0.05% | -71.2% |
| MGTA | MAGENTA THERAPEUTICS INC | $2,701,000 | -58.6% | 2,250,953 | 0.0% | 0.05% | -53.8% | |
| ABCL | New | ABCELLERA BIOLOGICS INCcall | $2,663,000 | – | 250,000 | +100.0% | 0.05% | – |
| OCX | Sell | ONCOCYTE CORP | $2,553,000 | -51.0% | 2,837,800 | -18.8% | 0.05% | -45.2% |
| TARA | PROTARA THERAPEUTICS INC | $2,434,000 | -42.7% | 830,641 | 0.0% | 0.04% | -36.2% | |
| GRPH | Sell | GRAPHITE BIO INC | $2,333,000 | -70.8% | 848,412 | -45.8% | 0.04% | -67.4% |
| NMTR | Sell | 9 METERS BIOPHARMA INC | $2,218,000 | -64.0% | 8,505,729 | -17.2% | 0.04% | -60.0% |
| PHGE | BIOMX INC | $2,054,000 | -62.2% | 2,813,489 | 0.0% | 0.04% | -58.0% | |
| GH | New | GUARDANT HEALTH INCcall | $2,017,000 | – | 50,000 | +100.0% | 0.04% | – |
| OMIC | Sell | SINGULAR GENOMICS SYSTEMS IN | $2,065,000 | -85.8% | 540,697 | -76.5% | 0.04% | -84.3% |
| KALV | New | KALVISTA PHARMACEUTICALS INC | $1,824,000 | – | 185,400 | +100.0% | 0.03% | – |
| SIGHT SCIENCES INC | $1,798,000 | -22.2% | 200,000 | 0.0% | 0.03% | -10.8% | ||
| EYPT | New | EYEPOINT PHARMACEUTICALS INC | $1,685,000 | – | 214,100 | +100.0% | 0.03% | – |
| SRPT | Sell | SAREPTA THERAPEUTICS INC | $1,499,000 | -50.9% | 20,000 | -48.8% | 0.03% | -46.0% |
| XFOR | X4 PHARMACEUTICALS INC | $1,326,000 | -44.8% | 1,373,849 | 0.0% | 0.02% | -38.5% | |
| Sell | SONENDO INC | $1,244,000 | -84.2% | 723,478 | -63.2% | 0.02% | -82.0% | |
| TALS | Sell | TALARIS THERAPEUTICS INC | $1,064,000 | -56.3% | 235,995 | -4.5% | 0.02% | -51.3% |
| VIGIL NEUROSCIENCE INC | $1,061,000 | -63.3% | 411,191 | 0.0% | 0.02% | -59.6% | ||
| AGLE | Sell | AEGLEA BIOTHERAPEUTICS INC | $908,000 | -86.6% | 1,797,221 | -39.2% | 0.02% | -85.5% |
| LBPH | LONGBOARD PHARMACEUTICALS IN | $351,000 | -42.1% | 113,500 | 0.0% | 0.01% | -40.0% | |
| APTX | APTINYX INC | $300,000 | -75.5% | 538,500 | 0.0% | 0.01% | -75.0% | |
| Exit | OWLET INC*w exp 09/14/202 | $0 | – | -220,704 | -100.0% | -0.00% | – | |
| LABP | Exit | LANDOS BIOPHARMA INC | $0 | – | -283,217 | -100.0% | -0.01% | – |
| Exit | PYXIS ONCOLOGY INC | $0 | – | -143,640 | -100.0% | -0.01% | – | |
| Exit | FIELD TRIP HEALTH LTD | $0 | – | -576,930 | -100.0% | -0.01% | – | |
| CABA | Exit | CABALETTA BIO INC | $0 | – | -577,509 | -100.0% | -0.02% | – |
| GBT | Exit | GLOBAL BLOOD THERAPEUTICS INcall | $0 | – | -50,000 | -100.0% | -0.03% | – |
| ASLN | Exit | ASLAN PHARMACEUTICALS LTDads | $0 | – | -1,941,219 | -100.0% | -0.03% | – |
| IMAB | Exit | I MABsponsored ads | $0 | – | -111,120 | -100.0% | -0.03% | – |
| Exit | EXSCIENTIA PLCads | $0 | – | -125,000 | -100.0% | -0.03% | – | |
| ALBO | Exit | ALBIREO PHARMA INC | $0 | – | -194,000 | -100.0% | -0.09% | – |
| GLPG | Exit | GALAPAGOS NVspon adr | $0 | – | -208,225 | -100.0% | -0.21% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -45,100 | -100.0% | -0.26% | – |
| RARE | Exit | ULTRAGENYX PHARMACEUTICAL IN | $0 | – | -227,600 | -100.0% | -0.27% | – |
| NSTG | Exit | NANOSTRING TECHNOLOGIES INC | $0 | – | -1,157,387 | -100.0% | -0.65% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -149,900 | -100.0% | -1.24% | – |
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 2022-08-15
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 | 2024-04-18 |
| 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.