$5.39 Billion is the total value of Orbimed Advisors's 132 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 29.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SVA | SINOVAC BIOTECH LTD | $340,500,000 | -2.6% | 2,718,735 | 0.0% | 6.32% | -0.2% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $183,761,000 | -5.2% | 2,584,900 | +2.6% | 3.41% | -2.9% |
| HUM | Sell | HUMANA INC | $169,186,000 | -1.2% | 348,700 | -4.6% | 3.14% | +1.3% |
| SWTX | Sell | SPRINGWORKS THERAPEUTICS INC | $157,655,000 | +6.2% | 5,525,926 | -8.3% | 2.93% | +8.9% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $150,977,000 | -7.3% | 3,898,200 | -10.8% | 2.80% | -5.0% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $145,576,000 | +3.4% | 1,717,310 | +1.0% | 2.70% | +5.9% |
| EWTX | Buy | EDGEWISE THERAPEUTICS INC | $143,341,000 | +27.9% | 14,567,176 | +3.4% | 2.66% | +31.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $134,947,000 | -6.6% | 267,200 | -5.0% | 2.50% | -4.3% |
| PFE | Sell | PFIZER INC | $113,732,000 | -20.9% | 2,599,000 | -5.3% | 2.11% | -19.0% |
| New | THIRD HARMONIC BIO INC | $109,629,000 | – | 5,779,071 | +100.0% | 2.04% | – | |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $108,056,000 | -1.0% | 373,200 | -3.6% | 2.01% | +1.5% |
| TCDA | TRICIDA INC | $107,744,000 | +8.3% | 10,280,947 | 0.0% | 2.00% | +10.9% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $107,347,000 | +3.4% | 572,700 | +10.7% | 1.99% | +6.0% |
| ACET | Sell | ADICET BIO INC | $105,898,000 | -2.6% | 7,447,140 | -0.0% | 1.97% | -0.2% |
| SGEN | Buy | SEAGEN INC | $104,347,000 | -14.2% | 762,600 | +10.9% | 1.94% | -12.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $102,554,000 | +66.5% | 202,200 | +78.3% | 1.90% | +70.6% |
| SRPT | Buy | SAREPTA THERAPEUTICS INC | $101,531,000 | +6673.2% | 918,500 | +4492.5% | 1.88% | +6881.5% |
| MRTX | Buy | MIRATI THERAPEUTICS INC | $99,095,000 | +35.4% | 1,418,892 | +30.1% | 1.84% | +38.8% |
| THESEUS PHARMACEUTICALS INC | $98,842,000 | +4.9% | 17,041,668 | 0.0% | 1.84% | +7.4% | ||
| NBIX | Buy | NEUROCRINE BIOSCIENCES INC | $95,222,000 | +15.0% | 896,545 | +5.5% | 1.77% | +17.8% |
| ARGX | Buy | ARGENX SEsponsored adr | $95,218,000 | +29.5% | 269,700 | +39.0% | 1.77% | +32.7% |
| SYK | Sell | STRYKER CORPORATION | $85,695,000 | -2.3% | 423,100 | -4.1% | 1.59% | +0.1% |
| ABBV | Sell | ABBVIE INC | $80,526,000 | -34.3% | 600,000 | -25.0% | 1.50% | -32.7% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $79,845,000 | -17.0% | 966,300 | -4.4% | 1.48% | -14.9% |
| PMVP | PMV PHARMACEUTICALS INC | $78,101,000 | -16.5% | 6,563,077 | 0.0% | 1.45% | -14.5% | |
| EVH | Buy | EVOLENT HEALTH INCcl a | $71,670,000 | +31.3% | 1,994,717 | +12.2% | 1.33% | +34.5% |
| PRLD | PRELUDE THERAPEUTICS INC | $66,362,000 | +26.6% | 10,039,691 | 0.0% | 1.23% | +29.7% | |
| NTRA | Sell | NATERA INC | $65,956,000 | +12.0% | 1,505,153 | -9.4% | 1.22% | +14.7% |
| KROS | KEROS THERAPEUTICS INC | $63,180,000 | +36.2% | 1,679,417 | 0.0% | 1.17% | +39.5% | |
| CRNX | CRINETICS PHARMACEUTICALS IN | $62,787,000 | +5.3% | 3,196,876 | 0.0% | 1.17% | +8.0% | |
| MRSN | MERSANA THERAPEUTICS INC | $60,917,000 | +46.3% | 9,011,437 | 0.0% | 1.13% | +50.0% | |
| PRELUDE THERAPEUTICS INCnonvoting | $60,506,000 | +3.8% | 12,147,877 | 0.0% | 1.12% | +6.3% | ||
| BIIB | Buy | BIOGEN INC | $59,968,000 | +163.5% | 224,600 | +101.3% | 1.11% | +170.1% |
| SIBN | SI-BONE INC | $58,805,000 | +32.3% | 3,368,000 | 0.0% | 1.09% | +35.5% | |
| VRNA | VERONA PHARMA PLCsponsored ads | $58,201,000 | +143.9% | 5,694,841 | 0.0% | 1.08% | +150.0% | |
| ARQT | Sell | ARCUTIS BIOTHERAPEUTICS INC | $53,508,000 | -47.5% | 2,800,000 | -41.4% | 0.99% | -46.2% |
| GH | Sell | GUARDANT HEALTH INC | $53,421,000 | +28.1% | 992,400 | -4.0% | 0.99% | +31.4% |
| XTNT | Buy | XTANT MED HLDGS INC | $52,628,000 | +38.9% | 73,114,592 | +0.2% | 0.98% | +42.2% |
| ALNY | New | ALNYLAM PHARMACEUTICALS INC | $50,140,000 | – | 250,500 | +100.0% | 0.93% | – |
| CMPX | COMPASS THERAPEUTICS INC | $50,071,000 | -14.0% | 21,960,850 | 0.0% | 0.93% | -11.9% | |
| BLU | Buy | BELLUS HEALTH INC NEW | $48,971,000 | +265.7% | 4,634,900 | +218.6% | 0.91% | +274.1% |
| KNTE | KINNATE BIOPHARMA INC | $48,321,000 | -5.2% | 4,043,629 | 0.0% | 0.90% | -2.9% | |
| SNDX | Sell | SYNDAX PHARMACEUTICALS INC | $48,216,000 | +7.9% | 2,006,500 | -13.6% | 0.90% | +10.5% |
| SBTX | SILVERBACK THERAPEUTICS INC | $46,152,000 | +24.5% | 8,740,887 | 0.0% | 0.86% | +27.5% | |
| TERN | Buy | TERNS PHARMACEUTICALS INC | $44,064,000 | +368.7% | 7,481,204 | +97.3% | 0.82% | +381.2% |
| ACRS | Buy | ACLARIS THERAPEUTICS INC | $43,418,000 | +33.7% | 2,758,434 | +18.6% | 0.81% | +37.1% |
| PGNY | Buy | PROGYNY INC | $42,028,000 | +131.5% | 1,134,053 | +81.4% | 0.78% | +137.1% |
| ABCL | ABCELLERA BIOLOGICS INC | $41,348,000 | -7.1% | 4,180,768 | 0.0% | 0.77% | -4.8% | |
| XENE | Sell | XENON PHARMACEUTICALS INC | $41,057,000 | +1.5% | 1,137,300 | -14.4% | 0.76% | +4.0% |
| RPTX | REPARE THERAPEUTICS INC | $40,302,000 | -13.3% | 3,322,488 | 0.0% | 0.75% | -11.2% | |
| KDNY | Buy | CHINOOK THERAPEUTICS INC | $39,896,000 | +20.3% | 2,029,300 | +7.0% | 0.74% | +23.3% |
| VECT | VECTIVBIO HLDG AG | $38,841,000 | +11.1% | 6,473,561 | 0.0% | 0.72% | +13.9% | |
| JANX | JANUX THERAPEUTICS INC | $38,405,000 | +10.9% | 2,836,386 | 0.0% | 0.71% | +13.5% | |
| IONS | Buy | IONIS PHARMACEUTICALS INC | $34,008,000 | +102.6% | 768,900 | +69.6% | 0.63% | +107.6% |
| THC | Sell | TENET HEALTHCARE CORP | $33,181,000 | -3.8% | 643,300 | -2.0% | 0.62% | -1.4% |
| SCPH | SCPHARMACEUTICALS INC | $31,277,000 | +35.3% | 4,797,148 | 0.0% | 0.58% | +38.7% | |
| TVTX | Buy | TRAVERE THERAPEUTICS INC | $30,877,000 | +65.0% | 1,253,130 | +62.3% | 0.57% | +69.0% |
| RAPT | Buy | RAPT THERAPEUTICS INC | $30,101,000 | +90.4% | 1,251,070 | +44.4% | 0.56% | +94.8% |
| QURE | Buy | UNIQURE NV | $29,960,000 | +83.7% | 1,597,000 | +82.5% | 0.56% | +88.5% |
| ALPN | ALPINE IMMUNE SCIENCES INC | $29,387,000 | -15.4% | 4,081,592 | 0.0% | 0.55% | -13.2% | |
| ALXO | Buy | ALX ONCOLOGY HLDGS INC | $27,475,000 | +55.3% | 2,871,000 | +31.3% | 0.51% | +59.4% |
| BHVN | Sell | BIOHAVEN PHARMACTL HLDG CO L | $25,815,000 | -75.4% | 170,769 | -76.3% | 0.48% | -74.8% |
| TELA | TELA BIO INC | $25,795,000 | +21.5% | 3,027,542 | 0.0% | 0.48% | +24.4% | |
| GRCL | GRACELL BIOTECHNOLOGIES INCsponsored ads | $25,389,000 | -41.5% | 7,884,870 | 0.0% | 0.47% | -40.1% | |
| ETNB | 89BIO INC | $21,185,000 | +79.8% | 3,658,869 | 0.0% | 0.39% | +84.5% | |
| IOVA | Sell | IOVANCE BIOTHERAPEUTICS INC | $19,231,000 | -37.8% | 2,007,458 | -28.3% | 0.36% | -36.2% |
| GHRS | GH RESEARCH PLCordinary shares | $18,848,000 | +16.4% | 1,622,060 | 0.0% | 0.35% | +19.5% | |
| MGTX | Sell | MEIRAGTX HLDGS PLC | $17,729,000 | -6.4% | 2,108,143 | -15.7% | 0.33% | -4.1% |
| PCVX | Sell | VAXCYTE INC | $17,230,000 | -47.7% | 717,900 | -52.6% | 0.32% | -46.4% |
| DBTX | DECIBEL THERAPEUTICS INC | $17,110,000 | -17.8% | 4,945,192 | 0.0% | 0.32% | -15.6% | |
| Buy | INVIVYD INC | $16,496,000 | -0.5% | 5,270,400 | +4.2% | 0.31% | +2.0% | |
| KZR | Buy | KEZAR LIFE SCIENCES INC | $15,254,000 | +29.9% | 1,771,700 | +24.8% | 0.28% | +32.9% |
| KALV | Buy | KALVISTA PHARMACEUTICALS INC | $15,119,000 | +728.9% | 1,042,000 | +462.0% | 0.28% | +751.5% |
| New | 2SEVENTY BIO INC | $15,151,000 | – | 1,041,300 | +100.0% | 0.28% | – | |
| NPCE | NEUROPACE INC | $15,046,000 | -24.2% | 4,012,281 | 0.0% | 0.28% | -22.5% | |
| VSTM | New | VERASTEM INC | $14,620,000 | – | 17,200,000 | +100.0% | 0.27% | – |
| Sell | RXSIGHT INC | $14,434,000 | -25.9% | 1,202,833 | -13.1% | 0.27% | -24.1% | |
| AVTE | Buy | AEROVATE THERAPEUTICS INC | $13,181,000 | +76.2% | 795,000 | +66.1% | 0.24% | +80.1% |
| BRIDGEBIO PHARMA INCnote 2.250% 2/0 | $12,509,000 | +3.0% | 30,000,000 | 0.0% | 0.23% | +5.5% | ||
| BRIDGEBIO PHARMA INCnote 2.500% 3/1 | $11,760,000 | +30.7% | 20,000,000 | 0.0% | 0.22% | +33.7% | ||
| PASG | PASSAGE BIO INC | $11,165,000 | -47.0% | 8,931,999 | 0.0% | 0.21% | -45.8% | |
| MIRM | Buy | MIRUM PHARMACEUTICALS INC | $10,965,000 | +101.6% | 521,891 | +86.7% | 0.20% | +106.1% |
| IKNA | IKENA ONCOLOGY INC | $10,415,000 | -19.9% | 2,933,941 | 0.0% | 0.19% | -18.2% | |
| New | CINCOR PHARMA INC | $10,312,000 | – | 314,202 | +100.0% | 0.19% | – | |
| IMRA | IMARA INC | $10,001,000 | +86.9% | 4,386,568 | 0.0% | 0.19% | +91.8% | |
| FUSN | FUSION PHARMACEUTICALS INC | $9,707,000 | +20.9% | 3,224,770 | 0.0% | 0.18% | +23.3% | |
| GMTX | Sell | GEMINI THERAPEUTICS INC | $9,555,000 | -3.0% | 5,826,223 | -0.0% | 0.18% | -0.6% |
| MREO | Buy | MEREO BIOPHARMA GROUP PLCspon ads | $9,132,000 | +213.4% | 10,605,522 | +307.7% | 0.17% | +220.8% |
| XFOR | Buy | X4 PHARMACEUTICALS INC | $8,596,000 | +548.3% | 5,026,817 | +265.9% | 0.16% | +566.7% |
| CGEM | Sell | CULLINAN ONCOLOGY INC | $8,170,000 | -5.0% | 637,287 | -5.0% | 0.15% | -2.6% |
| RCUS | New | ARCUS BIOSCIENCES INC | $7,926,000 | – | 303,000 | +100.0% | 0.15% | – |
| Sell | VENTYX BIOSCIENCES INC | $7,855,000 | -50.2% | 225,000 | -82.5% | 0.15% | -49.0% | |
| GLTO | GALECTO INC | $7,732,000 | +9.3% | 4,090,937 | 0.0% | 0.14% | +12.5% | |
| EYPT | Buy | EYEPOINT PHARMACEUTICALS INC | $7,680,000 | +355.8% | 970,860 | +353.5% | 0.14% | +361.3% |
| NXTC | NEXTCURE INC | $7,455,000 | -41.5% | 2,711,013 | 0.0% | 0.14% | -40.3% | |
| LUNG | PULMONX CORP | $7,247,000 | +13.2% | 435,000 | 0.0% | 0.14% | +16.4% | |
| JNCE | JOUNCE THERAPEUTICS INC | $6,854,000 | -22.8% | 2,928,900 | 0.0% | 0.13% | -21.1% | |
| ORIC | ORIC PHARMACEUTICALS INC | $6,680,000 | -28.6% | 2,087,568 | 0.0% | 0.12% | -26.6% | |
| CMMB | CHEMOMAB THERAPEUTICS LTDsponsored ads | $6,420,000 | -32.7% | 2,578,174 | 0.0% | 0.12% | -31.2% | |
| XBI | Sell | SPDR SER TRs&p biotech | $6,060,000 | -27.0% | 76,400 | -31.7% | 0.11% | -25.3% |
| PCVX | New | VAXCYTE INCcall | $6,000,000 | – | 250,000 | +100.0% | 0.11% | – |
| SYBX | SYNLOGIC INC | $5,728,000 | -17.4% | 6,029,995 | 0.0% | 0.11% | -15.9% | |
| CRVS | CORVUS PHARMACEUTICALS INC | $5,683,000 | -17.3% | 6,943,654 | 0.0% | 0.10% | -16.0% | |
| CLXPF | Sell | CYBIN INC | $5,082,000 | -13.7% | 10,453,600 | -0.7% | 0.09% | -12.1% |
| LLY | New | LILLY ELI & COcall | $4,850,000 | – | 15,000 | +100.0% | 0.09% | – |
| HRTX | New | HERON THERAPEUTICS INC | $4,739,000 | – | 1,123,000 | +100.0% | 0.09% | – |
| SRRK | Sell | SCHOLAR ROCK HLDG CORP | $4,629,000 | -21.7% | 667,943 | -38.0% | 0.09% | -19.6% |
| GRAY | GRAYBUG VISION INC | $3,915,000 | -13.7% | 4,163,347 | 0.0% | 0.07% | -11.0% | |
| APLT | APPLIED THERAPEUTICS INC | $3,953,000 | -1.9% | 4,250,000 | 0.0% | 0.07% | 0.0% | |
| VIGIL NEUROSCIENCE INC | $3,742,000 | +252.7% | 411,191 | 0.0% | 0.07% | +263.2% | ||
| SGEN | Sell | SEAGEN INCcall | $3,421,000 | -61.3% | 25,000 | -50.0% | 0.06% | -60.0% |
| ACHL | Sell | ACHILLES THERAPEUTICS PLCsponsored ads | $3,307,000 | -17.2% | 1,463,251 | -7.7% | 0.06% | -15.3% |
| MGTA | MAGENTA THERAPEUTICS INC | $3,174,000 | +17.5% | 2,250,953 | 0.0% | 0.06% | +20.4% | |
| AMRX | New | AMNEAL PHARMACEUTICALS INC | $3,199,000 | – | 1,583,490 | +100.0% | 0.06% | – |
| BNR | Sell | BURNING ROCK BIOTECH LTDsponsored ads | $3,066,000 | -24.2% | 1,282,816 | -7.7% | 0.06% | -21.9% |
| HARP | Sell | HARPOON THERAPEUTICS INC | $2,935,000 | -49.4% | 3,025,908 | -0.4% | 0.05% | -48.6% |
| DYN | New | DYNE THERAPEUTICS INC | $2,799,000 | – | 220,400 | +100.0% | 0.05% | – |
| GRPH | GRAPHITE BIO INC | $2,689,000 | +15.3% | 848,412 | 0.0% | 0.05% | +19.0% | |
| TARA | PROTARA THERAPEUTICS INC | $2,459,000 | +1.0% | 830,641 | 0.0% | 0.05% | +4.5% | |
| AFIB | ACUTUS MED INC | $2,331,000 | -21.4% | 2,648,386 | 0.0% | 0.04% | -20.4% | |
| LOGC | LOGICBIO THERAPEUTICS INC | $2,307,000 | -22.2% | 8,466,783 | 0.0% | 0.04% | -20.4% | |
| New | PYXIS ONCOLOGY INC | $1,671,000 | – | 848,252 | +100.0% | 0.03% | – | |
| OCX | Sell | ONCOCYTE CORP | $1,374,000 | -46.2% | 1,882,768 | -33.7% | 0.03% | -43.5% |
| OMIC | SINGULAR GENOMICS SYSTEMS IN | $1,352,000 | -34.5% | 540,697 | 0.0% | 0.02% | -32.4% | |
| EPIX | New | ESSA PHARMA INC | $1,166,000 | – | 640,645 | +100.0% | 0.02% | – |
| BOLT | New | BOLT BIOTHERAPEUTICS INC | $1,141,000 | – | 771,059 | +100.0% | 0.02% | – |
| AGLE | AEGLEA BIOTHERAPEUTICS INC | $945,000 | +4.1% | 1,797,221 | 0.0% | 0.02% | +12.5% | |
| GLUE | New | MONTE ROSA THERAPEUTICS INC | $960,000 | – | 117,455 | +100.0% | 0.02% | – |
| PHGE | BIOMX INC | $957,000 | -53.4% | 2,813,489 | 0.0% | 0.02% | -51.4% | |
| VOR | Sell | VOR BIOPHARMA INC | $445,000 | -89.3% | 111,808 | -86.6% | 0.01% | -89.3% |
| LBPH | LONGBOARD PHARMACEUTICALS IN | $422,000 | +20.2% | 113,500 | 0.0% | 0.01% | +33.3% | |
| APTX | Exit | APTINYX INC | $0 | – | -538,500 | -100.0% | -0.01% | – |
| TALS | Exit | TALARIS THERAPEUTICS INC | $0 | – | -235,995 | -100.0% | -0.02% | – |
| Exit | SONENDO INC | $0 | – | -723,478 | -100.0% | -0.02% | – | |
| Exit | SIGHT SCIENCES INC | $0 | – | -200,000 | -100.0% | -0.03% | – | |
| GH | Exit | GUARDANT HEALTH INCcall | $0 | – | -50,000 | -100.0% | -0.04% | – |
| NMTR | Exit | 9 METERS BIOPHARMA INC | $0 | – | -8,505,729 | -100.0% | -0.04% | – |
| ABCL | Exit | ABCELLERA BIOLOGICS INCcall | $0 | – | -250,000 | -100.0% | -0.05% | – |
| CLDX | Exit | CELLDEX THERAPEUTICS INC NEW | $0 | – | -112,700 | -100.0% | -0.06% | – |
| CTMX | Exit | CYTOMX THERAPEUTICS INC | $0 | – | -2,124,975 | -100.0% | -0.07% | – |
| NVAX | Exit | NOVAVAX INCcall | $0 | – | -75,000 | -100.0% | -0.07% | – |
| Exit | NANOSTRING TECHNOLOGIES INCnote 2.625% 3/0 | $0 | – | -6,000,000 | -100.0% | -0.09% | – | |
| IMCR | Exit | IMMUNOCORE HLDGS PLCads | $0 | – | -131,100 | -100.0% | -0.09% | – |
| NTRA | Exit | NATERA INCcall | $0 | – | -150,000 | -100.0% | -0.10% | – |
| MREO | Exit | MEREO BIOPHARMA GROUP PLCads | $0 | – | -7,109,954 | -100.0% | -0.14% | – |
| Exit | ERASCA INC | $0 | – | -1,667,693 | -100.0% | -0.17% | – | |
| DHRPRB | Exit | DANAHER CORPORATION5% conv pfd b | $0 | – | -8,039 | -100.0% | -0.19% | – |
| MIST | Exit | MILESTONE PHARMACEUTICALS IN | $0 | – | -1,817,521 | -100.0% | -0.20% | – |
| VTGN | Exit | VISTAGEN THERAPEUTICS INC | $0 | – | -13,421,283 | -100.0% | -0.21% | – |
| SGFY | Exit | SIGNIFY HEALTH INC | $0 | – | -900,000 | -100.0% | -0.22% | – |
| TBPH | Exit | THERAVANCE BIOPHARMA INC | $0 | – | -1,370,250 | -100.0% | -0.22% | – |
| ISEE | Exit | IVERIC BIO INC | $0 | – | -1,361,400 | -100.0% | -0.24% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -22,200 | -100.0% | -0.24% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -57,100 | -100.0% | -0.25% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -287,600 | -100.0% | -0.32% | – |
| GBT | Exit | GLOBAL BLOOD THERAPEUTICS IN | $0 | – | -2,044,000 | -100.0% | -1.18% | – |
| SRRA | Exit | SIERRA ONCOLOGY INC | $0 | – | -1,964,770 | -100.0% | -1.96% | – |
| TPTX | Exit | TURNING POINT THERAPEUTICS I | $0 | – | -2,012,250 | -100.0% | -2.74% | – |
| HZNP | Exit | HORIZON THERAPEUTICS PUB L | $0 | – | -2,108,555 | -100.0% | -3.05% | – |
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 2022-11-14
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 | 41 | Q2 2023 | 5.0% |
| VERTEX PHARMACEUTICALS INC | 41 | Q2 2023 | 3.7% |
| THERMO FISHER SCIENTIFIC INC | 41 | Q2 2023 | 3.2% |
| BRISTOL-MYERS SQUIBB CO | 40 | Q2 2023 | 5.2% |
| NEUROCRINE BIOSCIENCES INC | 40 | Q2 2023 | 2.7% |
| SINOVAC BIOTECH LTD | 40 | Q2 2023 | 6.7% |
| BOSTON SCIENTIFIC CORP | 39 | Q2 2023 | 5.6% |
| AMGEN INC | 39 | Q2 2023 | 5.5% |
| INTUITIVE SURGICAL INC | 39 | Q2 2023 | 3.8% |
| GILEAD SCIENCES INC | 38 | Q2 2023 | 5.5% |
View Orbimed Advisors's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Adicet Bio, Inc. | June 29, 2023 | 6,647,598 | 15.5% |
| Passage BIO, Inc. | June 29, 2023 | 8,034,000 | 14.7% |
| Disc Medicine, Inc. | June 21, 2023 | 2,269,637 | 10.2% |
| Prelude Therapeutics Inc | May 24, 2023 | 15,716,642 | 28.6% |
| VectivBio Holding AG | May 24, 2023 | 5,156,561 | 7.7% |
| SpringWorks Therapeutics, Inc. | May 17, 2023 | 4,178,588 | 6.7% |
| Fusion Pharmaceuticals Inc. | May 16, 2023 | 2,930,670 | 4.6% |
| Verona Pharma plc | May 16, 2023 | 3,777,778 | 4.8% |
| TELA Bio, Inc. | April 21, 2023 | 2,866,267 | 11.9% |
| Terns Pharmaceuticals, Inc. | March 29, 2023 | 7,619,135 | 13.4% |
View Orbimed Advisors's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 4 | 2023-11-24 |
| SC 13D/A | 2023-11-24 |
| 144 | 2023-11-22 |
| SC 13D/A | 2023-11-20 |
| SC 13D/A | 2023-11-17 |
| 13F-HR | 2023-11-14 |
| SC 13D/A | 2023-11-14 |
| SC 13D/A | 2023-11-13 |
| SC 13D/A | 2023-11-01 |
| 4 | 2023-10-04 |
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.