$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SVA | SINOVAC BIOTECH LTD | $340,500,000 | -2.6% | 2,718,735 | 0.0% | 6.32% | -0.2% | |
| TCDA | TRICIDA INC | $107,744,000 | +8.3% | 10,280,947 | 0.0% | 2.00% | +10.9% | |
| THESEUS PHARMACEUTICALS INC | $98,842,000 | +4.9% | 17,041,668 | 0.0% | 1.84% | +7.4% | ||
| PMVP | PMV PHARMACEUTICALS INC | $78,101,000 | -16.5% | 6,563,077 | 0.0% | 1.45% | -14.5% | |
| PRLD | PRELUDE THERAPEUTICS INC | $66,362,000 | +26.6% | 10,039,691 | 0.0% | 1.23% | +29.7% | |
| 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% | ||
| 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% | |
| CMPX | COMPASS THERAPEUTICS INC | $50,071,000 | -14.0% | 21,960,850 | 0.0% | 0.93% | -11.9% | |
| KNTE | KINNATE BIOPHARMA INC | $48,321,000 | -5.2% | 4,043,629 | 0.0% | 0.90% | -2.9% | |
| SBTX | SILVERBACK THERAPEUTICS INC | $46,152,000 | +24.5% | 8,740,887 | 0.0% | 0.86% | +27.5% | |
| ABCL | ABCELLERA BIOLOGICS INC | $41,348,000 | -7.1% | 4,180,768 | 0.0% | 0.77% | -4.8% | |
| RPTX | REPARE THERAPEUTICS INC | $40,302,000 | -13.3% | 3,322,488 | 0.0% | 0.75% | -11.2% | |
| 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% | |
| SCPH | SCPHARMACEUTICALS INC | $31,277,000 | +35.3% | 4,797,148 | 0.0% | 0.58% | +38.7% | |
| ALPN | ALPINE IMMUNE SCIENCES INC | $29,387,000 | -15.4% | 4,081,592 | 0.0% | 0.55% | -13.2% | |
| 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% | |
| GHRS | GH RESEARCH PLCordinary shares | $18,848,000 | +16.4% | 1,622,060 | 0.0% | 0.35% | +19.5% | |
| DBTX | DECIBEL THERAPEUTICS INC | $17,110,000 | -17.8% | 4,945,192 | 0.0% | 0.32% | -15.6% | |
| NPCE | NEUROPACE INC | $15,046,000 | -24.2% | 4,012,281 | 0.0% | 0.28% | -22.5% | |
| 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% | |
| IKNA | IKENA ONCOLOGY INC | $10,415,000 | -19.9% | 2,933,941 | 0.0% | 0.19% | -18.2% | |
| 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% | |
| GLTO | GALECTO INC | $7,732,000 | +9.3% | 4,090,937 | 0.0% | 0.14% | +12.5% | |
| 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% | |
| 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% | |
| 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% | ||
| MGTA | MAGENTA THERAPEUTICS INC | $3,174,000 | +17.5% | 2,250,953 | 0.0% | 0.06% | +20.4% | |
| 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% | |
| OMIC | SINGULAR GENOMICS SYSTEMS IN | $1,352,000 | -34.5% | 540,697 | 0.0% | 0.02% | -32.4% | |
| AGLE | AEGLEA BIOTHERAPEUTICS INC | $945,000 | +4.1% | 1,797,221 | 0.0% | 0.02% | +12.5% | |
| PHGE | BIOMX INC | $957,000 | -53.4% | 2,813,489 | 0.0% | 0.02% | -51.4% | |
| LBPH | LONGBOARD PHARMACEUTICALS IN | $422,000 | +20.2% | 113,500 | 0.0% | 0.01% | +33.3% |
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 | 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.