Orbimed Advisors - Q3 2022 holdings

$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 100.0% .

 Value Shares↓ Weighting
APTX ExitAPTINYX INC$0-538,500
-100.0%
-0.01%
TALS ExitTALARIS THERAPEUTICS INC$0-235,995
-100.0%
-0.02%
ExitSONENDO INC$0-723,478
-100.0%
-0.02%
ExitSIGHT SCIENCES INC$0-200,000
-100.0%
-0.03%
GH ExitGUARDANT HEALTH INCcall$0-50,000
-100.0%
-0.04%
NMTR Exit9 METERS BIOPHARMA INC$0-8,505,729
-100.0%
-0.04%
ABCL ExitABCELLERA BIOLOGICS INCcall$0-250,000
-100.0%
-0.05%
CLDX ExitCELLDEX THERAPEUTICS INC NEW$0-112,700
-100.0%
-0.06%
CTMX ExitCYTOMX THERAPEUTICS INC$0-2,124,975
-100.0%
-0.07%
NVAX ExitNOVAVAX INCcall$0-75,000
-100.0%
-0.07%
ExitNANOSTRING TECHNOLOGIES INCnote 2.625% 3/0$0-6,000,000
-100.0%
-0.09%
IMCR ExitIMMUNOCORE HLDGS PLCads$0-131,100
-100.0%
-0.09%
NTRA ExitNATERA INCcall$0-150,000
-100.0%
-0.10%
MREO ExitMEREO BIOPHARMA GROUP PLCads$0-7,109,954
-100.0%
-0.14%
ExitERASCA INC$0-1,667,693
-100.0%
-0.17%
DHRPRB ExitDANAHER CORPORATION5% conv pfd b$0-8,039
-100.0%
-0.19%
MIST ExitMILESTONE PHARMACEUTICALS IN$0-1,817,521
-100.0%
-0.20%
VTGN ExitVISTAGEN THERAPEUTICS INC$0-13,421,283
-100.0%
-0.21%
SGFY ExitSIGNIFY HEALTH INC$0-900,000
-100.0%
-0.22%
TBPH ExitTHERAVANCE BIOPHARMA INC$0-1,370,250
-100.0%
-0.22%
ISEE ExitIVERIC BIO INC$0-1,361,400
-100.0%
-0.24%
REGN ExitREGENERON PHARMACEUTICALS$0-22,200
-100.0%
-0.24%
AMGN ExitAMGEN INC$0-57,100
-100.0%
-0.25%
GILD ExitGILEAD SCIENCES INC$0-287,600
-100.0%
-0.32%
GBT ExitGLOBAL BLOOD THERAPEUTICS IN$0-2,044,000
-100.0%
-1.18%
SRRA ExitSIERRA ONCOLOGY INC$0-1,964,770
-100.0%
-1.96%
TPTX ExitTURNING POINT THERAPEUTICS I$0-2,012,250
-100.0%
-2.74%
HZNP ExitHORIZON 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
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 Q3 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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