Orbimed Advisors - Q4 2022 holdings

$5.23 Billion 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
-0.1%
2,718,7350.0%6.50%
+2.9%
UNH BuyUNITEDHEALTH GROUP INC$201,733,490
+49.5%
380,500
+42.4%
3.86%
+54.1%
BMY  BRISTOL-MYERS SQUIBB CO$185,983,555
+1.2%
2,584,9000.0%3.56%
+4.3%
BSX  BOSTON SCIENTIFIC CORP$180,369,714
+19.5%
3,898,2000.0%3.45%
+23.1%
HUM  HUMANA INC$178,600,653
+5.6%
348,7000.0%3.42%
+8.8%
BMRN SellBIOMARIN PHARMACEUTICAL INC$167,158,083
+14.8%
1,615,210
-5.9%
3.20%
+18.4%
ISRG BuyINTUITIVE SURGICAL INC$164,649,675
+53.4%
620,500
+8.3%
3.15%
+58.1%
SWTX SellSPRINGWORKS THERAPEUTICS INC$136,552,500
-13.4%
5,250,000
-5.0%
2.61%
-10.8%
EWTX  EDGEWISE THERAPEUTICS INC$130,230,553
-9.1%
14,567,1760.0%2.49%
-6.4%
SRPT BuySAREPTA THERAPEUTICS INC$125,990,634
+24.1%
972,300
+5.9%
2.41%
+27.9%
VRNA SellVERONA PHARMA PLCsponsored ads$119,473,912
+105.3%
4,572,289
-19.7%
2.29%
+111.7%
SYK BuySTRYKER CORPORATION$117,599,690
+37.2%
481,000
+13.7%
2.25%
+41.4%
SGEN BuySEAGEN INC$117,433,980
+12.5%
913,812
+19.8%
2.25%
+16.0%
CMPX BuyCOMPASS THERAPEUTICS INC$112,485,136
+124.7%
22,362,850
+1.8%
2.15%
+131.6%
TMO  THERMO FISHER SCIENTIFIC INC$111,349,518
+8.6%
202,2000.0%2.13%
+11.9%
BuyTHESEUS PHARMACEUTICALS INC$85,823,667
-13.2%
17,233,668
+1.1%
1.64%
-10.5%
NBIX SellNEUROCRINE BIOSCIENCES INC$82,138,888
-13.7%
687,700
-23.3%
1.57%
-11.1%
KROS  KEROS THERAPEUTICS INC$80,645,604
+27.6%
1,679,4170.0%1.54%
+31.5%
EVH BuyEVOLENT HEALTH INCcl a$79,321,283
+10.7%
2,824,832
+41.6%
1.52%
+14.1%
VRTX SellVERTEX PHARMACEUTICALS INC$78,403,770
-27.4%
271,500
-27.3%
1.50%
-25.2%
NTRA BuyNATERA INC$78,185,000
+18.5%
1,946,353
+29.3%
1.50%
+22.2%
TERN BuyTERNS PHARMACEUTICALS INC$77,562,794
+76.0%
7,619,135
+1.8%
1.48%
+81.4%
IONS BuyIONIS PHARMACEUTICALS INC$75,298,272
+121.4%
1,993,600
+159.3%
1.44%
+128.2%
SBTX  ARS PHARMACEUTICALS INC$74,559,766
+61.6%
8,740,8870.0%1.43%
+66.4%
BIIB BuyBIOGEN INC$71,500,744
+19.2%
258,200
+15.0%
1.37%
+22.9%
PFE SellPFIZER INC$71,408,064
-37.2%
1,393,600
-46.4%
1.37%
-35.3%
ACET  ADICET BIO INC$66,577,432
-37.1%
7,447,1400.0%1.27%
-35.2%
EW SellEDWARDS LIFESCIENCES CORP$64,201,905
-19.6%
860,500
-10.9%
1.23%
-17.1%
PCVX BuyVAXCYTE INC$61,525,892
+257.1%
1,283,126
+78.7%
1.18%
+267.8%
VECT BuyVECTIVBIO HLDG AG$60,714,451
+56.3%
7,006,861
+8.2%
1.16%
+61.0%
PRLD  PRELUDE THERAPEUTICS INC$60,639,734
-8.6%
10,039,6910.0%1.16%
-5.8%
THC BuyTENET HEALTHCARE CORP$59,538,437
+79.4%
1,220,300
+89.7%
1.14%
+84.9%
CRNX  CRINETICS PHARMACEUTICALS IN$58,502,831
-6.8%
3,196,8760.0%1.12%
-4.0%
MRTX SellMIRATI THERAPEUTICS INC$58,164,085
-41.3%
1,283,692
-9.5%
1.11%
-39.5%
PMVP  PMV PHARMACEUTICALS INC$57,098,770
-26.9%
6,563,0770.0%1.09%
-24.7%
KDNY  CHINOOK THERAPEUTICS INC$53,167,660
+33.3%
2,029,3000.0%1.02%
+37.2%
MRSN  MERSANA THERAPEUTICS INC$52,807,021
-13.3%
9,011,4370.0%1.01%
-10.7%
 PRELUDE THERAPEUTICS INCnonvoting$51,512,381
-14.9%
12,147,8770.0%0.98%
-12.3%
SNDX  SYNDAX PHARMACEUTICALS INC$51,065,425
+5.9%
2,006,5000.0%0.98%
+9.2%
RPTX  REPARE THERAPEUTICS INC$48,873,798
+21.3%
3,322,4880.0%0.94%
+25.0%
XTNT  XTANT MED HLDGS INC$48,255,631
-8.3%
73,114,5920.0%0.92%
-5.5%
ETNB  89BIO INC$46,577,402
+119.9%
3,658,8690.0%0.89%
+126.7%
SIBN  SI-BONE INC$45,804,800
-22.1%
3,368,0000.0%0.88%
-19.8%
XENE BuyXENON PHARMACEUTICALS INC$45,309,013
+10.4%
1,149,100
+1.0%
0.87%
+13.8%
ACRS  ACLARIS THERAPEUTICS INC$43,445,336
+0.1%
2,758,4340.0%0.83%
+3.1%
NewDISC MEDICINE INC$42,981,1162,160,941
+100.0%
0.82%
ABCL  ABCELLERA BIOLOGICS INC$42,351,180
+2.4%
4,180,7680.0%0.81%
+5.5%
SCPH BuySCPHARMACEUTICALS INC$39,861,816
+27.4%
5,559,528
+15.9%
0.76%
+31.3%
QURE BuyUNIQURE NV$39,617,072
+32.2%
1,747,555
+9.4%
0.76%
+36.3%
BLU BuyBELLUS HEALTH INC NEW$38,658,842
-21.1%
4,708,900
+1.6%
0.74%
-18.6%
JANX  JANUX THERAPEUTICS INC$37,355,204
-2.7%
2,836,3860.0%0.72%
+0.3%
ARQT SellARCUTIS BIOTHERAPEUTICS INC$36,409,598
-32.0%
2,460,108
-12.1%
0.70%
-29.8%
TELA  TELA BIO INC$34,816,733
+35.0%
3,027,5420.0%0.67%
+39.0%
ALXO  ALX ONCOLOGY HLDGS INC$32,356,170
+17.8%
2,871,0000.0%0.62%
+21.4%
PGNY SellPROGYNY INC$32,240,250
-23.3%
1,035,000
-8.7%
0.62%
-20.9%
KZR BuyKEZAR LIFE SCIENCES INC$32,273,627
+111.6%
4,584,322
+158.8%
0.62%
+118.0%
BuyVENTYX BIOSCIENCES INC$30,330,750
+286.1%
925,000
+311.1%
0.58%
+297.3%
ALPN  ALPINE IMMUNE SCIENCES INC$29,999,701
+2.1%
4,081,5920.0%0.57%
+5.1%
TVTX  TRAVERE THERAPEUTICS INC$26,353,324
-14.7%
1,253,1300.0%0.50%
-12.0%
 THIRD HARMONIC BIO INC$24,850,005
-77.3%
5,779,0710.0%0.48%
-76.7%
RAPT  RAPT THERAPEUTICS INC$24,771,186
-17.7%
1,251,0700.0%0.47%
-15.2%
KNTE  KINNATE BIOPHARMA INC$24,666,137
-49.0%
4,043,6290.0%0.47%
-47.4%
BuyCINCOR PHARMA INC$23,424,740
+127.2%
1,906,000
+506.6%
0.45%
+134.6%
AVTE SellAEROVATE THERAPEUTICS INC$22,254,522
+68.8%
759,540
-4.5%
0.43%
+73.9%
HZNP NewHORIZON THERAPEUTICS PUB L$19,459,800171,000
+100.0%
0.37%
GRCL  GRACELL BIOTECHNOLOGIES INCsponsored ads$18,135,201
-28.6%
7,884,8700.0%0.35%
-26.3%
IMRA  IMARA INC$17,941,063
+79.4%
4,386,5680.0%0.34%
+84.4%
GHRS  GH RESEARCH PLCordinary shares$15,766,423
-16.3%
1,622,0600.0%0.30%
-13.7%
 RXSIGHT INC$15,239,894
+5.6%
1,202,8330.0%0.29%
+9.0%
MRNA NewMODERNA INC$14,827,63182,550
+100.0%
0.28%
IOVA  IOVANCE BIOTHERAPEUTICS INC$12,827,657
-33.3%
2,007,4580.0%0.24%
-31.4%
 BRIDGEBIO PHARMA INCnote 2.250% 2/0$12,600,000
+0.7%
30,000,0000.0%0.24%
+3.9%
PASG  PASSAGE BIO INC$12,326,159
+10.4%
8,931,9990.0%0.24%
+14.0%
DBTX  DECIBEL THERAPEUTICS INC$10,137,644
-40.8%
4,945,1920.0%0.19%
-39.0%
FUSN  FUSION PHARMACEUTICALS INC$10,158,026
+4.6%
3,224,7700.0%0.19%
+7.8%
 2SEVENTY BIO INC$9,756,981
-35.6%
1,041,3000.0%0.19%
-33.5%
ORIC SellORIC PHARMACEUTICALS INC$9,468,576
+41.7%
1,607,568
-23.0%
0.18%
+46.0%
CMMB  CHEMOMAB THERAPEUTICS LTDsponsored ads$8,250,157
+28.5%
2,578,1740.0%0.16%
+32.8%
MREO  MEREO BIOPHARMA GROUP PLCspon ads$7,954,142
-12.9%
10,605,5220.0%0.15%
-10.6%
SRRK BuySCHOLAR ROCK HLDG CORP$7,954,977
+71.9%
879,003
+31.6%
0.15%
+76.7%
 BRIDGEBIO PHARMA INCnote 2.500% 3/1$7,950,000
-32.4%
20,000,0000.0%0.15%
-30.3%
 INVIVYD INC$7,905,600
-52.1%
5,270,4000.0%0.15%
-50.7%
IKNA  IKENA ONCOLOGY INC$7,804,283
-25.1%
2,933,9410.0%0.15%
-22.8%
CGEM  CULLINAN ONCOLOGY INC$6,723,378
-17.7%
637,2870.0%0.13%
-15.1%
VSTM SellVERASTEM INC$6,642,553
-54.6%
16,503,237
-4.1%
0.13%
-53.1%
XBI  SPDR SER TRs&p biotech$6,341,200
+4.6%
76,4000.0%0.12%
+8.0%
FOLD NewAMICUS THERAPEUTICS INC$6,300,360516,000
+100.0%
0.12%
ARGX SellARGENX SEsponsored adr$6,137,046
-93.6%
16,200
-94.0%
0.12%
-93.4%
NPCE  NEUROPACE INC$5,978,299
-60.3%
4,012,2810.0%0.11%
-59.1%
CRVS  CORVUS PHARMACEUTICALS INC$5,902,106
+3.9%
6,943,6540.0%0.11%
+7.6%
XFOR BuyX4 PHARMACEUTICALS INC$5,777,002
-32.8%
5,817,726
+15.7%
0.11%
-30.6%
BuyVIGIL NEUROSCIENCE INC$5,611,138
+50.0%
448,891
+9.2%
0.11%
+55.1%
BNTX NewBIONTECH SEsponsored ads$5,452,98636,300
+100.0%
0.10%
SNY NewSANOFIcall$4,843,000100,000
+100.0%
0.09%
GLTO  GALECTO INC$4,704,578
-39.2%
4,090,9370.0%0.09%
-37.5%
SYBX  SYNLOGIC INC$4,582,796
-20.0%
6,029,9950.0%0.09%
-17.0%
NXTC  NEXTCURE INC$3,822,528
-48.7%
2,711,0130.0%0.07%
-47.1%
AMRX  AMNEAL PHARMACEUTICALS INC$3,151,145
-1.5%
1,583,4900.0%0.06%
+1.7%
AFIB  ACUTUS MED INC$3,045,644
+30.7%
2,648,3860.0%0.06%
+34.9%
BCAB NewBIOATLA INC$2,742,069332,372
+100.0%
0.05%
APLT SellAPPLIED THERAPEUTICS INC$2,318,700
-41.3%
3,050,921
-28.2%
0.04%
-39.7%
TARA  PROTARA THERAPEUTICS INC$2,226,118
-9.5%
830,6410.0%0.04%
-6.5%
GRAY  GRAYBUG VISION INC$2,081,674
-46.8%
4,163,3470.0%0.04%
-45.2%
GDRX NewGOODRX HLDGS INC$1,806,062387,567
+100.0%
0.04%
EYPT SellEYEPOINT PHARMACEUTICALS INC$1,706,747
-77.8%
487,642
-49.8%
0.03%
-76.9%
CLXPF SellCYBIN INC$1,651,629
-67.5%
5,386,299
-48.5%
0.03%
-66.0%
 PYXIS ONCOLOGY INC$1,136,658
-32.0%
848,2520.0%0.02%
-29.0%
OMIC  SINGULAR GENOMICS SYSTEMS IN$1,086,801
-19.6%
540,6970.0%0.02%
-16.0%
HARP SellHARPOON THERAPEUTICS INC$1,100,521
-62.5%
1,516,496
-49.9%
0.02%
-61.1%
BOLT  BOLT BIOTHERAPEUTICS INC$1,002,377
-12.1%
771,0590.0%0.02%
-9.5%
EPIX SellESSA PHARMA INC$920,556
-21.1%
365,300
-43.0%
0.02%
-18.2%
MACK NewMERRIMACK PHARMACEUTICALS IN$843,45673,600
+100.0%
0.02%
AGLE  AEGLEA BIOTHERAPEUTICS INC$808,570
-14.4%
1,797,2210.0%0.02%
-16.7%
PHGE  BIOMX INC$525,278
-45.1%
2,813,4890.0%0.01%
-44.4%
GLUE SellMONTE ROSA THERAPEUTICS INC$208,278
-78.3%
27,369
-76.7%
0.00%
-77.8%
LBPH ExitLONGBOARD PHARMACEUTICALS IN$0-113,500
-100.0%
-0.01%
VOR ExitVOR BIOPHARMA INC$0-111,808
-100.0%
-0.01%
OCX ExitONCOCYTE CORP$0-1,882,768
-100.0%
-0.03%
LOGC ExitLOGICBIO THERAPEUTICS INC$0-8,466,783
-100.0%
-0.04%
GRPH ExitGRAPHITE BIO INC$0-848,412
-100.0%
-0.05%
DYN ExitDYNE THERAPEUTICS INC$0-220,400
-100.0%
-0.05%
BNR ExitBURNING ROCK BIOTECH LTDsponsored ads$0-1,282,816
-100.0%
-0.06%
MGTA ExitMAGENTA THERAPEUTICS INC$0-2,250,953
-100.0%
-0.06%
ACHL ExitACHILLES THERAPEUTICS PLCsponsored ads$0-1,463,251
-100.0%
-0.06%
SGEN ExitSEAGEN INCcall$0-25,000
-100.0%
-0.06%
HRTX ExitHERON THERAPEUTICS INC$0-1,123,000
-100.0%
-0.09%
LLY ExitLILLY ELI & COcall$0-15,000
-100.0%
-0.09%
PCVX ExitVAXCYTE INCcall$0-250,000
-100.0%
-0.11%
JNCE ExitJOUNCE THERAPEUTICS INC$0-2,928,900
-100.0%
-0.13%
LUNG ExitPULMONX CORP$0-435,000
-100.0%
-0.14%
RCUS ExitARCUS BIOSCIENCES INC$0-303,000
-100.0%
-0.15%
GMTX ExitGEMINI THERAPEUTICS INC$0-5,826,223
-100.0%
-0.18%
MIRM ExitMIRUM PHARMACEUTICALS INC$0-521,891
-100.0%
-0.20%
KALV ExitKALVISTA PHARMACEUTICALS INC$0-1,042,000
-100.0%
-0.28%
MGTX ExitMEIRAGTX HLDGS PLC$0-2,108,143
-100.0%
-0.33%
BHVN ExitBIOHAVEN PHARMACTL HLDG CO L$0-170,769
-100.0%
-0.48%
ALNY ExitALNYLAM PHARMACEUTICALS INC$0-250,500
-100.0%
-0.93%
GH ExitGUARDANT HEALTH INC$0-992,400
-100.0%
-0.99%
ABBV ExitABBVIE INC$0-600,000
-100.0%
-1.50%
TCDA ExitTRICIDA 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):

Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-02-14
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 Q4 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%
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%
Verona Pharma plcMay 16, 20233,777,7784.8%

View Orbimed Advisors's complete significant-ownership history.

Latest filings
TypeFiled
42024-04-18
42024-04-15
3/A2024-04-12
SC 13D/A2024-04-12
42024-04-05
SC 13D/A2024-04-04
32024-04-03
SC 13D2024-03-28
32024-03-27
SC 13D/A2024-03-22

View Orbimed Advisors's complete filings history.

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