Orbimed Advisors - Q2 2022 holdings

$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 0.0% .

 Value Shares↓ Weighting
SWTX  SPRINGWORKS THERAPEUTICS INC$148,417,000
-56.4%
6,028,3070.0%2.69%
-51.3%
ACET  ADICET BIO INC$108,728,000
-26.9%
7,447,1410.0%1.97%
-18.3%
SRRA  SIERRA ONCOLOGY INC$108,043,000
+71.6%
1,964,7700.0%1.96%
+91.8%
BHVN  BIOHAVEN PHARMACTL HLDG CO L$104,770,000
+22.9%
719,0340.0%1.90%
+37.3%
TCDA  TRICIDA INC$99,520,000
+17.8%
10,280,9470.0%1.80%
+31.6%
 THESEUS PHARMACEUTICALS INC$94,240,000
-52.0%
17,041,6680.0%1.71%
-46.4%
CRNX  CRINETICS PHARMACEUTICALS IN$59,622,000
-15.0%
3,196,8760.0%1.08%
-5.1%
PRLD  PRELUDE THERAPEUTICS INC$52,407,000
-24.3%
10,039,6910.0%0.95%
-15.4%
KNTE  KINNATE BIOPHARMA INC$50,990,000
+12.0%
4,043,6290.0%0.92%
+25.2%
RPTX  REPARE THERAPEUTICS INC$46,482,000
-1.8%
3,322,4880.0%0.84%
+9.8%
KROS  KEROS THERAPEUTICS INC$46,402,000
-49.2%
1,679,4170.0%0.84%
-43.2%
ABCL  ABCELLERA BIOLOGICS INC$44,525,000
+9.2%
4,180,7680.0%0.81%
+22.1%
GRCL  GRACELL BIOTECHNOLOGIES INCsponsored ads$43,367,000
+136.0%
7,884,8700.0%0.79%
+163.8%
XTNT  XTANT MED HLDGS INC$37,894,000
-23.6%
72,943,9180.0%0.69%
-14.6%
SBTX  SILVERBACK THERAPEUTICS INC$37,061,000
+20.8%
8,740,8870.0%0.67%
+35.2%
ALPN  ALPINE IMMUNE SCIENCES INC$34,734,000
-5.1%
4,081,5920.0%0.63%
+5.9%
JANX  JANUX THERAPEUTICS INC$34,632,000
-14.9%
2,836,3860.0%0.63%
-4.8%
PCVX  VAXCYTE INC$32,937,000
-9.9%
1,513,6590.0%0.60%
+0.7%
VRNA  VERONA PHARMA PLCsponsored ads$23,861,000
-16.0%
5,694,8410.0%0.43%
-6.3%
SCPH  SCPHARMACEUTICALS INC$23,122,000
-15.1%
4,797,1480.0%0.42%
-5.2%
TELA  TELA BIO INC$21,223,000
-39.7%
3,027,5420.0%0.38%
-32.6%
DBTX  DECIBEL THERAPEUTICS INC$20,819,000
+38.5%
4,945,1920.0%0.38%
+54.5%
NPCE  NEUROPACE INC$19,861,000
-39.7%
4,012,2810.0%0.36%
-32.6%
 RXSIGHT INC$19,480,000
+13.7%
1,383,5000.0%0.35%
+27.0%
GILD  GILEAD SCIENCES INC$17,777,000
+4.0%
287,6000.0%0.32%
+16.2%
 ADAGIO THERAPEUTICS INC$16,584,000
-28.1%
5,056,0000.0%0.30%
-19.8%
 VENTYX BIOSCIENCES INC$15,768,000
-9.9%
1,289,2800.0%0.29%
+0.7%
AMGN  AMGEN INC$13,892,000
+0.6%
57,1000.0%0.25%
+12.5%
BLU  BELLUS HEALTH INC NEW$13,391,000
+33.0%
1,454,8000.0%0.24%
+49.1%
IKNA  IKENA ONCOLOGY INC$12,997,000
-27.4%
2,933,9410.0%0.24%
-18.6%
NXTC  NEXTCURE INC$12,742,000
-3.3%
2,711,0130.0%0.23%
+7.9%
 BRIDGEBIO PHARMA INCnote 2.250% 2/0$12,150,000
-15.7%
30,000,0000.0%0.22%
-6.0%
ETNB  89BIO INC$11,782,000
-14.6%
3,658,8690.0%0.21%
-4.9%
DHRPRB  DANAHER CORPORATION5% conv pfd b$10,637,000
-16.2%
8,0390.0%0.19%
-6.3%
GMTX  GEMINI THERAPEUTICS INC$9,846,000
+21.6%
5,826,2240.0%0.18%
+35.9%
CMMB  CHEMOMAB THERAPEUTICS LTDsponsored ads$9,539,000
-22.9%
2,578,1740.0%0.17%
-13.9%
TERN  TERNS PHARMACEUTICALS INC$9,402,000
-16.5%
3,791,2040.0%0.17%
-7.1%
ORIC  ORIC PHARMACEUTICALS INC$9,352,000
-16.1%
2,087,5680.0%0.17%
-6.6%
 ERASCA INC$9,289,000
-35.2%
1,667,6930.0%0.17%
-27.9%
 BRIDGEBIO PHARMA INCnote 2.500% 3/1$9,000,000
-25.0%
20,000,0000.0%0.16%
-16.4%
CGEM  CULLINAN ONCOLOGY INC$8,599,000
+22.4%
670,7870.0%0.16%
+36.8%
XBI  SPDR SER TRs&p biotech$8,303,000
-17.4%
111,8000.0%0.15%
-8.0%
FUSN  FUSION PHARMACEUTICALS INC$8,030,000
-68.0%
3,224,7700.0%0.15%
-64.0%
MREO  MEREO BIOPHARMA GROUP PLCads$7,963,0000.0%7,109,9540.0%0.14%
+11.6%
GLTO  GALECTO INC$7,077,000
-21.4%
4,090,9370.0%0.13%
-12.3%
SYBX  SYNLOGIC INC$6,934,000
-52.1%
6,029,9950.0%0.13%
-46.4%
CRVS  CORVUS PHARMACEUTICALS INC$6,875,000
-39.6%
6,943,6540.0%0.12%
-32.4%
LUNG  PULMONX CORP$6,403,000
-40.7%
435,0000.0%0.12%
-33.7%
CLXPF  CYBIN INC$5,886,000
-31.5%
10,524,3000.0%0.11%
-23.0%
HARP  HARPOON THERAPEUTICS INC$5,805,000
-61.6%
3,039,5080.0%0.10%
-57.1%
IMRA  IMARA INC$5,352,000
-35.1%
4,386,5680.0%0.10%
-27.6%
NTRA  NATERA INCcall$5,316,000
-12.9%
150,0000.0%0.10%
-3.0%
 NANOSTRING TECHNOLOGIES INCnote 2.625% 3/0$4,851,000
-20.3%
6,000,0000.0%0.09%
-11.1%
GRAY  GRAYBUG VISION INC$4,538,000
-11.4%
4,163,3470.0%0.08%
-1.2%
VOR  VOR BIOPHARMA INC$4,142,000
-17.7%
833,3330.0%0.08%
-8.5%
ACHL  ACHILLES THERAPEUTICS PLCsponsored ads$3,994,000
-14.3%
1,584,8450.0%0.07%
-5.3%
CTMX  CYTOMX THERAPEUTICS INC$3,889,000
-31.5%
2,124,9750.0%0.07%
-23.9%
AFIB  ACUTUS MED INC$2,966,000
-19.4%
2,648,3860.0%0.05%
-10.0%
LOGC  LOGICBIO THERAPEUTICS INC$2,967,000
-48.5%
8,466,7830.0%0.05%
-41.9%
MGTA  MAGENTA THERAPEUTICS INC$2,701,000
-58.6%
2,250,9530.0%0.05%
-53.8%
TARA  PROTARA THERAPEUTICS INC$2,434,000
-42.7%
830,6410.0%0.04%
-36.2%
PHGE  BIOMX INC$2,054,000
-62.2%
2,813,4890.0%0.04%
-58.0%
 SIGHT SCIENCES INC$1,798,000
-22.2%
200,0000.0%0.03%
-10.8%
XFOR  X4 PHARMACEUTICALS INC$1,326,000
-44.8%
1,373,8490.0%0.02%
-38.5%
 VIGIL NEUROSCIENCE INC$1,061,000
-63.3%
411,1910.0%0.02%
-59.6%
LBPH  LONGBOARD PHARMACEUTICALS IN$351,000
-42.1%
113,5000.0%0.01%
-40.0%
APTX  APTINYX INC$300,000
-75.5%
538,5000.0%0.01%
-75.0%
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 2022-08-15
Signatures

The EDGAR filing(s) were signed by:

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
NameQuarters ownedLatest quarter ownedMax weighting
BIOGEN INC42Q3 20235.0%
VERTEX PHARMACEUTICALS INC42Q3 20233.7%
THERMO FISHER SCIENTIFIC INC42Q3 20233.2%
SINOVAC BIOTECH LTD41Q3 20237.2%
NEUROCRINE BIOSCIENCES INC41Q3 20232.7%
BOSTON SCIENTIFIC CORP40Q3 20235.6%
BRISTOL-MYERS SQUIBB CO40Q2 20235.2%
AMGEN INC40Q3 20235.5%
INTUITIVE SURGICAL INC40Q3 20233.8%
GILEAD SCIENCES INC39Q3 20235.5%

View Orbimed Advisors's complete holdings history.

Latest significant ownerships (13-D/G)
Orbimed Advisors Q2 2022 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Ikena Oncology, Inc.September 21, 20232,189,1115.2%
Galecto, Inc.September 18, 2023749,5572.8%
PMV Pharmaceuticals, Inc.August 23, 20236,563,07713.5%
Gracell Biotechnologies Inc.August 11, 20237,641,5318.0%
Xtant Medical Holdings, Inc.August 03, 202373,114,59256.7%
Turnstone Biologics Corp.July 24, 20233,099,26513.4%
Passage BIO, Inc.June 29, 20238,034,00014.7%
Prelude Therapeutics IncMay 24, 202315,716,64228.6%
VectivBio Holding AGMay 24, 20235,156,5617.7%
Fusion Pharmaceuticals Inc.May 16, 20232,930,6704.6%

View Orbimed Advisors's complete significant-ownership history.

Latest filings
TypeFiled
32024-03-27
SC 13D/A2024-03-22
SC 13D/A2024-03-21
SC 13D/A2024-03-08
1442024-03-04
SC 13D/A2024-02-21
13F-HR2024-02-14
42024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14

View Orbimed Advisors's complete filings history.

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