$5.23 Trillion is the total value of Orbimed Advisors's 116 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 26.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SVA | SINOVAC BIOTECH LTD | $340,000,000 | +99753.2% | 2,718,735 | 0.0% | 6.50% | +2.9% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $201,733,490 | +149390.9% | 380,500 | +42.4% | 3.86% | +54.1% |
| BMY | BRISTOL-MYERS SQUIBB CO | $185,983,555 | +101109.5% | 2,584,900 | 0.0% | 3.56% | +4.3% | |
| BSX | BOSTON SCIENTIFIC CORP | $180,369,714 | +119368.3% | 3,898,200 | 0.0% | 3.45% | +23.1% | |
| HUM | HUMANA INC | $178,600,653 | +105464.7% | 348,700 | 0.0% | 3.42% | +8.8% | |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $167,158,083 | +114725.3% | 1,615,210 | -5.9% | 3.20% | +18.4% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $164,649,675 | +153280.8% | 620,500 | +8.3% | 3.15% | +58.1% |
| SWTX | Sell | SPRINGWORKS THERAPEUTICS INC | $136,552,500 | +86514.8% | 5,250,000 | -5.0% | 2.61% | -10.8% |
| EWTX | EDGEWISE THERAPEUTICS INC | $130,230,553 | +90753.7% | 14,567,176 | 0.0% | 2.49% | -6.4% | |
| SRPT | Buy | SAREPTA THERAPEUTICS INC | $125,990,634 | +123990.8% | 972,300 | +5.9% | 2.41% | +27.9% |
| VRNA | Sell | VERONA PHARMA PLCsponsored ads | $119,473,912 | +205178.1% | 4,572,289 | -19.7% | 2.29% | +111.7% |
| SYK | Buy | STRYKER CORPORATION | $117,599,690 | +137130.5% | 481,000 | +13.7% | 2.25% | +41.4% |
| SGEN | Buy | SEAGEN INC | $117,433,980 | +112441.8% | 913,812 | +19.8% | 2.25% | +16.0% |
| CMPX | Buy | COMPASS THERAPEUTICS INC | $112,485,136 | +224551.3% | 22,362,850 | +1.8% | 2.15% | +131.6% |
| TMO | THERMO FISHER SCIENTIFIC INC | $111,349,518 | +108476.5% | 202,200 | 0.0% | 2.13% | +11.9% | |
| Buy | THESEUS PHARMACEUTICALS INC | $85,823,667 | +86729.1% | 17,233,668 | +1.1% | 1.64% | -10.5% | |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC | $82,138,888 | +86160.4% | 687,700 | -23.3% | 1.57% | -11.1% |
| KROS | KEROS THERAPEUTICS INC | $80,645,604 | +127544.2% | 1,679,417 | 0.0% | 1.54% | +31.5% | |
| EVH | Buy | EVOLENT HEALTH INCcl a | $79,321,283 | +110575.7% | 2,824,832 | +41.6% | 1.52% | +14.1% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $78,403,770 | +72458.5% | 271,500 | -27.3% | 1.50% | -25.2% |
| NTRA | Buy | NATERA INC | $78,185,000 | +118441.1% | 1,946,353 | +29.3% | 1.50% | +22.2% |
| TERN | Buy | TERNS PHARMACEUTICALS INC | $77,562,794 | +175923.0% | 7,619,135 | +1.8% | 1.48% | +81.4% |
| IONS | Buy | IONIS PHARMACEUTICALS INC | $75,298,272 | +221313.4% | 1,993,600 | +159.3% | 1.44% | +128.2% |
| SBTX | ARS PHARMACEUTICALS INC | $74,559,766 | +161452.6% | 8,740,887 | 0.0% | 1.43% | +66.4% | |
| BIIB | Buy | BIOGEN INC | $71,500,744 | +119131.5% | 258,200 | +15.0% | 1.37% | +22.9% |
| PFE | Sell | PFIZER INC | $71,408,064 | +62686.3% | 1,393,600 | -46.4% | 1.37% | -35.3% |
| ACET | ADICET BIO INC | $66,577,432 | +62769.4% | 7,447,140 | 0.0% | 1.27% | -35.2% | |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $64,201,905 | +80308.2% | 860,500 | -10.9% | 1.23% | -17.1% |
| PCVX | Buy | VAXCYTE INC | $61,525,892 | +356985.9% | 1,283,126 | +78.7% | 1.18% | +267.8% |
| VECT | Buy | VECTIVBIO HLDG AG | $60,714,451 | +156215.4% | 7,006,861 | +8.2% | 1.16% | +61.0% |
| PRLD | PRELUDE THERAPEUTICS INC | $60,639,734 | +91277.2% | 10,039,691 | 0.0% | 1.16% | -5.8% | |
| THC | Buy | TENET HEALTHCARE CORP | $59,538,437 | +179335.3% | 1,220,300 | +89.7% | 1.14% | +84.9% |
| CRNX | CRINETICS PHARMACEUTICALS IN | $58,502,831 | +93076.7% | 3,196,876 | 0.0% | 1.12% | -4.0% | |
| MRTX | Sell | MIRATI THERAPEUTICS INC | $58,164,085 | +58595.3% | 1,283,692 | -9.5% | 1.11% | -39.5% |
| PMVP | PMV PHARMACEUTICALS INC | $57,098,770 | +73008.9% | 6,563,077 | 0.0% | 1.09% | -24.7% | |
| KDNY | CHINOOK THERAPEUTICS INC | $53,167,660 | +133165.6% | 2,029,300 | 0.0% | 1.02% | +37.2% | |
| MRSN | MERSANA THERAPEUTICS INC | $52,807,021 | +86586.8% | 9,011,437 | 0.0% | 1.01% | -10.7% | |
| PRELUDE THERAPEUTICS INCnonvoting | $51,512,381 | +85036.0% | 12,147,877 | 0.0% | 0.98% | -12.3% | ||
| SNDX | SYNDAX PHARMACEUTICALS INC | $51,065,425 | +105809.7% | 2,006,500 | 0.0% | 0.98% | +9.2% | |
| RPTX | REPARE THERAPEUTICS INC | $48,873,798 | +121168.9% | 3,322,488 | 0.0% | 0.94% | +25.0% | |
| XTNT | XTANT MED HLDGS INC | $48,255,631 | +91591.9% | 73,114,592 | 0.0% | 0.92% | -5.5% | |
| ETNB | 89BIO INC | $46,577,402 | +219760.3% | 3,658,869 | 0.0% | 0.89% | +126.7% | |
| SIBN | SI-BONE INC | $45,804,800 | +77792.7% | 3,368,000 | 0.0% | 0.88% | -19.8% | |
| XENE | Buy | XENON PHARMACEUTICALS INC | $45,309,013 | +110256.4% | 1,149,100 | +1.0% | 0.87% | +13.8% |
| ACRS | ACLARIS THERAPEUTICS INC | $43,445,336 | +99963.0% | 2,758,434 | 0.0% | 0.83% | +3.1% | |
| New | DISC MEDICINE INC | $42,981,116 | – | 2,160,941 | +100.0% | 0.82% | – | |
| ABCL | ABCELLERA BIOLOGICS INC | $42,351,180 | +102326.2% | 4,180,768 | 0.0% | 0.81% | +5.5% | |
| SCPH | Buy | SCPHARMACEUTICALS INC | $39,861,816 | +127347.7% | 5,559,528 | +15.9% | 0.76% | +31.3% |
| QURE | Buy | UNIQURE NV | $39,617,072 | +132133.2% | 1,747,555 | +9.4% | 0.76% | +36.3% |
| BLU | Buy | BELLUS HEALTH INC NEW | $38,658,842 | +78842.3% | 4,708,900 | +1.6% | 0.74% | -18.6% |
| JANX | JANUX THERAPEUTICS INC | $37,355,204 | +97166.5% | 2,836,386 | 0.0% | 0.72% | +0.3% | |
| ARQT | Sell | ARCUTIS BIOTHERAPEUTICS INC | $36,409,598 | +67945.1% | 2,460,108 | -12.1% | 0.70% | -29.8% |
| TELA | TELA BIO INC | $34,816,733 | +134874.7% | 3,027,542 | 0.0% | 0.67% | +39.0% | |
| ALXO | ALX ONCOLOGY HLDGS INC | $32,356,170 | +117665.9% | 2,871,000 | 0.0% | 0.62% | +21.4% | |
| PGNY | Sell | PROGYNY INC | $32,240,250 | +76611.4% | 1,035,000 | -8.7% | 0.62% | -20.9% |
| KZR | Buy | KEZAR LIFE SCIENCES INC | $32,273,627 | +211474.8% | 4,584,322 | +158.8% | 0.62% | +118.0% |
| Buy | VENTYX BIOSCIENCES INC | $30,330,750 | +386033.0% | 925,000 | +311.1% | 0.58% | +297.3% | |
| ALPN | ALPINE IMMUNE SCIENCES INC | $29,999,701 | +101984.9% | 4,081,592 | 0.0% | 0.57% | +5.1% | |
| TVTX | TRAVERE THERAPEUTICS INC | $26,353,324 | +85249.4% | 1,253,130 | 0.0% | 0.50% | -12.0% | |
| THIRD HARMONIC BIO INC | $24,850,005 | +22567.4% | 5,779,071 | 0.0% | 0.48% | -76.7% | ||
| RAPT | RAPT THERAPEUTICS INC | $24,771,186 | +82193.6% | 1,251,070 | 0.0% | 0.47% | -15.2% | |
| KNTE | KINNATE BIOPHARMA INC | $24,666,137 | +50946.4% | 4,043,629 | 0.0% | 0.47% | -47.4% | |
| Buy | CINCOR PHARMA INC | $23,424,740 | +227060.0% | 1,906,000 | +506.6% | 0.45% | +134.6% | |
| AVTE | Sell | AEROVATE THERAPEUTICS INC | $22,254,522 | +168737.9% | 759,540 | -4.5% | 0.43% | +73.9% |
| HZNP | New | HORIZON THERAPEUTICS PUB L | $19,459,800 | – | 171,000 | +100.0% | 0.37% | – |
| GRCL | GRACELL BIOTECHNOLOGIES INCsponsored ads | $18,135,201 | +71329.4% | 7,884,870 | 0.0% | 0.35% | -26.3% | |
| IMRA | IMARA INC | $17,941,063 | +179292.7% | 4,386,568 | 0.0% | 0.34% | +84.4% | |
| GHRS | GH RESEARCH PLCordinary shares | $15,766,423 | +83550.4% | 1,622,060 | 0.0% | 0.30% | -13.7% | |
| RXSIGHT INC | $15,239,894 | +105483.3% | 1,202,833 | 0.0% | 0.29% | +9.0% | ||
| MRNA | New | MODERNA INC | $14,827,631 | – | 82,550 | +100.0% | 0.28% | – |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $12,827,657 | +66603.0% | 2,007,458 | 0.0% | 0.24% | -31.4% | |
| BRIDGEBIO PHARMA INCnote 2.250% 2/0 | $12,600,000 | +100627.5% | 30,000,000 | 0.0% | 0.24% | +3.9% | ||
| PASG | PASSAGE BIO INC | $12,326,159 | +110300.0% | 8,931,999 | 0.0% | 0.24% | +14.0% | |
| DBTX | DECIBEL THERAPEUTICS INC | $10,137,644 | +59149.8% | 4,945,192 | 0.0% | 0.19% | -39.0% | |
| FUSN | FUSION PHARMACEUTICALS INC | $10,158,026 | +104546.4% | 3,224,770 | 0.0% | 0.19% | +7.8% | |
| 2SEVENTY BIO INC | $9,756,981 | +64298.3% | 1,041,300 | 0.0% | 0.19% | -33.5% | ||
| ORIC | Sell | ORIC PHARMACEUTICALS INC | $9,468,576 | +141645.1% | 1,607,568 | -23.0% | 0.18% | +46.0% |
| CMMB | CHEMOMAB THERAPEUTICS LTDsponsored ads | $8,250,157 | +128407.1% | 2,578,174 | 0.0% | 0.16% | +32.8% | |
| MREO | MEREO BIOPHARMA GROUP PLCspon ads | $7,954,142 | +87001.9% | 10,605,522 | 0.0% | 0.15% | -10.6% | |
| SRRK | Buy | SCHOLAR ROCK HLDG CORP | $7,954,977 | +171750.9% | 879,003 | +31.6% | 0.15% | +76.7% |
| BRIDGEBIO PHARMA INCnote 2.500% 3/1 | $7,950,000 | +67502.0% | 20,000,000 | 0.0% | 0.15% | -30.3% | ||
| INVIVYD INC | $7,905,600 | +47824.3% | 5,270,400 | 0.0% | 0.15% | -50.7% | ||
| IKNA | IKENA ONCOLOGY INC | $7,804,283 | +74833.1% | 2,933,941 | 0.0% | 0.15% | -22.8% | |
| CGEM | CULLINAN ONCOLOGY INC | $6,723,378 | +82193.5% | 637,287 | 0.0% | 0.13% | -15.1% | |
| VSTM | Sell | VERASTEM INC | $6,642,553 | +45334.7% | 16,503,237 | -4.1% | 0.13% | -53.1% |
| XBI | SPDR SER TRs&p biotech | $6,341,200 | +104540.3% | 76,400 | 0.0% | 0.12% | +8.0% | |
| FOLD | New | AMICUS THERAPEUTICS INC | $6,300,360 | – | 516,000 | +100.0% | 0.12% | – |
| ARGX | Sell | ARGENX SEsponsored adr | $6,137,046 | +6345.3% | 16,200 | -94.0% | 0.12% | -93.4% |
| NPCE | NEUROPACE INC | $5,978,299 | +39633.5% | 4,012,281 | 0.0% | 0.11% | -59.1% | |
| CRVS | CORVUS PHARMACEUTICALS INC | $5,902,106 | +103755.5% | 6,943,654 | 0.0% | 0.11% | +7.6% | |
| XFOR | Buy | X4 PHARMACEUTICALS INC | $5,777,002 | +67105.7% | 5,817,726 | +15.7% | 0.11% | -30.6% |
| Buy | VIGIL NEUROSCIENCE INC | $5,611,138 | +149850.2% | 448,891 | +9.2% | 0.11% | +55.1% | |
| BNTX | New | BIONTECH SEsponsored ads | $5,452,986 | – | 36,300 | +100.0% | 0.10% | – |
| SNY | New | SANOFIcall | $4,843,000 | – | 100,000 | +100.0% | 0.09% | – |
| GLTO | GALECTO INC | $4,704,578 | +60745.6% | 4,090,937 | 0.0% | 0.09% | -37.5% | |
| SYBX | SYNLOGIC INC | $4,582,796 | +79906.9% | 6,029,995 | 0.0% | 0.09% | -17.0% | |
| NXTC | NEXTCURE INC | $3,822,528 | +51174.7% | 2,711,013 | 0.0% | 0.07% | -47.1% | |
| AMRX | AMNEAL PHARMACEUTICALS INC | $3,151,145 | +98404.1% | 1,583,490 | 0.0% | 0.06% | +1.7% | |
| AFIB | ACUTUS MED INC | $3,045,644 | +130558.3% | 2,648,386 | 0.0% | 0.06% | +34.9% | |
| BCAB | New | BIOATLA INC | $2,742,069 | – | 332,372 | +100.0% | 0.05% | – |
| APLT | Sell | APPLIED THERAPEUTICS INC | $2,318,700 | +58556.7% | 3,050,921 | -28.2% | 0.04% | -39.7% |
| TARA | PROTARA THERAPEUTICS INC | $2,226,118 | +90429.4% | 830,641 | 0.0% | 0.04% | -6.5% | |
| GRAY | GRAYBUG VISION INC | $2,081,674 | +53071.7% | 4,163,347 | 0.0% | 0.04% | -45.2% | |
| GDRX | New | GOODRX HLDGS INC | $1,806,062 | – | 387,567 | +100.0% | 0.04% | – |
| EYPT | Sell | EYEPOINT PHARMACEUTICALS INC | $1,706,747 | +22123.3% | 487,642 | -49.8% | 0.03% | -76.9% |
| CLXPF | Sell | CYBIN INC | $1,651,629 | +32399.6% | 5,386,299 | -48.5% | 0.03% | -66.0% |
| PYXIS ONCOLOGY INC | $1,136,658 | +67922.6% | 848,252 | 0.0% | 0.02% | -29.0% | ||
| OMIC | SINGULAR GENOMICS SYSTEMS IN | $1,086,801 | +80284.7% | 540,697 | 0.0% | 0.02% | -16.0% | |
| HARP | Sell | HARPOON THERAPEUTICS INC | $1,100,521 | +37396.5% | 1,516,496 | -49.9% | 0.02% | -61.1% |
| BOLT | BOLT BIOTHERAPEUTICS INC | $1,002,377 | +87750.7% | 771,059 | 0.0% | 0.02% | -9.5% | |
| EPIX | Sell | ESSA PHARMA INC | $920,556 | +78849.9% | 365,300 | -43.0% | 0.02% | -18.2% |
| MACK | New | MERRIMACK PHARMACEUTICALS IN | $843,456 | – | 73,600 | +100.0% | 0.02% | – |
| AGLE | AEGLEA BIOTHERAPEUTICS INC | $808,570 | +85463.0% | 1,797,221 | 0.0% | 0.02% | -16.7% | |
| PHGE | BIOMX INC | $525,278 | +54788.0% | 2,813,489 | 0.0% | 0.01% | -44.4% | |
| GLUE | Sell | MONTE ROSA THERAPEUTICS INC | $208,278 | +21595.6% | 27,369 | -76.7% | 0.00% | -77.8% |
| LBPH | Exit | LONGBOARD PHARMACEUTICALS IN | $0 | – | -113,500 | -100.0% | -0.01% | – |
| VOR | Exit | VOR BIOPHARMA INC | $0 | – | -111,808 | -100.0% | -0.01% | – |
| OCX | Exit | ONCOCYTE CORP | $0 | – | -1,882,768 | -100.0% | -0.03% | – |
| LOGC | Exit | LOGICBIO THERAPEUTICS INC | $0 | – | -8,466,783 | -100.0% | -0.04% | – |
| GRPH | Exit | GRAPHITE BIO INC | $0 | – | -848,412 | -100.0% | -0.05% | – |
| DYN | Exit | DYNE THERAPEUTICS INC | $0 | – | -220,400 | -100.0% | -0.05% | – |
| BNR | Exit | BURNING ROCK BIOTECH LTDsponsored ads | $0 | – | -1,282,816 | -100.0% | -0.06% | – |
| MGTA | Exit | MAGENTA THERAPEUTICS INC | $0 | – | -2,250,953 | -100.0% | -0.06% | – |
| ACHL | Exit | ACHILLES THERAPEUTICS PLCsponsored ads | $0 | – | -1,463,251 | -100.0% | -0.06% | – |
| SGEN | Exit | SEAGEN INCcall | $0 | – | -25,000 | -100.0% | -0.06% | – |
| HRTX | Exit | HERON THERAPEUTICS INC | $0 | – | -1,123,000 | -100.0% | -0.09% | – |
| LLY | Exit | LILLY ELI & COcall | $0 | – | -15,000 | -100.0% | -0.09% | – |
| PCVX | Exit | VAXCYTE INCcall | $0 | – | -250,000 | -100.0% | -0.11% | – |
| JNCE | Exit | JOUNCE THERAPEUTICS INC | $0 | – | -2,928,900 | -100.0% | -0.13% | – |
| LUNG | Exit | PULMONX CORP | $0 | – | -435,000 | -100.0% | -0.14% | – |
| RCUS | Exit | ARCUS BIOSCIENCES INC | $0 | – | -303,000 | -100.0% | -0.15% | – |
| GMTX | Exit | GEMINI THERAPEUTICS INC | $0 | – | -5,826,223 | -100.0% | -0.18% | – |
| MIRM | Exit | MIRUM PHARMACEUTICALS INC | $0 | – | -521,891 | -100.0% | -0.20% | – |
| KALV | Exit | KALVISTA PHARMACEUTICALS INC | $0 | – | -1,042,000 | -100.0% | -0.28% | – |
| MGTX | Exit | MEIRAGTX HLDGS PLC | $0 | – | -2,108,143 | -100.0% | -0.33% | – |
| BHVN | Exit | BIOHAVEN PHARMACTL HLDG CO L | $0 | – | -170,769 | -100.0% | -0.48% | – |
| ALNY | Exit | ALNYLAM PHARMACEUTICALS INC | $0 | – | -250,500 | -100.0% | -0.93% | – |
| GH | Exit | GUARDANT HEALTH INC | $0 | – | -992,400 | -100.0% | -0.99% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -600,000 | -100.0% | -1.50% | – |
| TCDA | Exit | TRICIDA INC | $0 | – | -10,280,947 | -100.0% | -2.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Signatures
The EDGAR filing(s) were signed by:
- Sven H. Borho — Member
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.
- Orbimed Advisors holdings (13F-HR)
- Orbimed Advisors significant holdings (13D/G)
- Orbimed Advisors ownership history
- Orbimed Advisors portfolio value
- Orbimed Advisors insiders transactions
- Orbimed Advisors filings
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