Orbimed Advisors - Q4 2023 holdings

 Value Shares↓ Weighting
OMIC ExitSINGULAR GENOMICS SYSTEMS IN$0-540,697
-100.0%
-0.00%
ExitHARPOON THERAPEUTICS INC$0-62,121
-100.0%
-0.01%
ALT ExitALTIMMUNE INC$0-100,000
-100.0%
-0.01%
XNCR ExitXENCOR INC$0-19,142
-100.0%
-0.01%
GLTO ExitGALECTO INC$0-924,788
-100.0%
-0.01%
ExitCALCIMEDICA INC$0-297,380
-100.0%
-0.02%
HRTX ExitHERON THERAPEUTICS INC$0-802,700
-100.0%
-0.02%
ELEV ExitELEVATION ONCOLOGY INC$0-1,500,000
-100.0%
-0.02%
ExitSYNLOGIC INC$0-401,998
-100.0%
-0.02%
TARA ExitPROTARA THERAPEUTICS INC$0-772,584
-100.0%
-0.03%
IMTX ExitIMMATICS N.Vcall$0-125,000
-100.0%
-0.03%
PHGE ExitBIOMX INC$0-4,553,489
-100.0%
-0.03%
BOLT ExitBOLT BIOTHERAPEUTICS INC$0-1,541,000
-100.0%
-0.03%
BCAB ExitBIOATLA INC$0-1,009,279
-100.0%
-0.04%
AFIB ExitACUTUS MED INC$0-2,648,386
-100.0%
-0.04%
CMMB ExitCHEMOMAB THERAPEUTICS LTDsponsored ads$0-2,241,274
-100.0%
-0.04%
TDOC ExitTELADOC HEALTH INC$0-110,000
-100.0%
-0.04%
KRTX ExitKARUNA THERAPEUTICS INC$0-14,000
-100.0%
-0.05%
ExitVIGIL NEUROSCIENCE INC$0-448,891
-100.0%
-0.05%
EPIX ExitESSA PHARMA INC$0-842,366
-100.0%
-0.06%
APLS ExitAPELLIS PHARMACEUTICALS INCcall$0-77,500
-100.0%
-0.06%
NXTC ExitNEXTCURE INC$0-2,711,013
-100.0%
-0.07%
ExitYS BIOPHARMA CO LTDordinary shares$0-4,541,422
-100.0%
-0.08%
CUTR ExitCUTERA INC$0-603,100
-100.0%
-0.08%
RLAY ExitRELAY THERAPEUTICS INC$0-501,966
-100.0%
-0.09%
MRTX ExitMIRATI THERAPEUTICS INCcall$0-100,000
-100.0%
-0.09%
DXCM ExitDEXCOM INCcall$0-50,000
-100.0%
-0.10%
MORF ExitMORPHIC HLDG INC$0-208,500
-100.0%
-0.10%
CGEM ExitCULLINAN ONCOLOGY INC$0-544,848
-100.0%
-0.10%
ExitKENVUE INCcall$0-250,000
-100.0%
-0.11%
ORIC ExitORIC PHARMACEUTICALS INC$0-893,668
-100.0%
-0.12%
NSPR ExitINSPIREMD INC$0-1,860,405
-100.0%
-0.13%
ExitKENVUE INC$0-312,404
-100.0%
-0.13%
KZR ExitKEZAR LIFE SCIENCES INC$0-5,463,000
-100.0%
-0.14%
PASG ExitPASSAGE BIO INC$0-10,124,576
-100.0%
-0.14%
ExitMOONLAKE IMMUNOTHERAPEUTICSclass a ord$0-117,000
-100.0%
-0.14%
GILD ExitGILEAD SCIENCES INC$0-100,000
-100.0%
-0.16%
XFOR ExitX4 PHARMACEUTICALS INC$0-7,133,515
-100.0%
-0.16%
FUSN ExitFUSION PHARMACEUTICALS INC$0-3,122,770
-100.0%
-0.17%
ExitINVIVYD INC$0-5,270,400
-100.0%
-0.19%
GDRX ExitGOODRX HLDGS INC$0-1,595,000
-100.0%
-0.19%
SGEN ExitSEAGEN INC$0-42,600
-100.0%
-0.19%
CRVS ExitCORVUS PHARMACEUTICALS INC$0-6,943,654
-100.0%
-0.22%
ARQT ExitARCUTIS BIOTHERAPEUTICS INC$0-1,914,479
-100.0%
-0.22%
AVTE ExitAEROVATE THERAPEUTICS INC$0-756,930
-100.0%
-0.22%
SGEN ExitSEAGEN INCcall$0-50,000
-100.0%
-0.22%
REGN ExitREGENERON PHARMACEUTICALS$0-13,500
-100.0%
-0.24%
KNTE ExitKINNATE BIOPHARMA INC$0-8,009,729
-100.0%
-0.24%
ACET ExitADICET BIO INC$0-8,322,140
-100.0%
-0.24%
ARWR ExitARROWHEAD PHARMACEUTICALS IN$0-433,651
-100.0%
-0.25%
ExitVENTYX BIOSCIENCES INC$0-340,384
-100.0%
-0.25%
IMTX ExitIMMATICS N.V$0-1,050,200
-100.0%
-0.26%
ExitTURNSTONE BIOLOGICS CORP$0-3,099,265
-100.0%
-0.26%
ExitVERASTEM INC$0-1,529,115
-100.0%
-0.26%
RYTM ExitRHYTHM PHARMACEUTICALS INC$0-583,642
-100.0%
-0.28%
IKNA ExitIKENA ONCOLOGY INC$0-3,186,166
-100.0%
-0.29%
ALXO ExitALX ONCOLOGY HLDGS INC$0-2,871,000
-100.0%
-0.29%
QURE ExitUNIQURE NV$0-2,064,455
-100.0%
-0.29%
SRRK ExitSCHOLAR ROCK HLDG CORP$0-2,033,789
-100.0%
-0.31%
ARGX ExitARGENX SEsponsored adr$0-32,600
-100.0%
-0.34%
AZN ExitASTRAZENECA PLCcall$0-250,000
-100.0%
-0.36%
AKRO ExitAKERO THERAPEUTICS INC$0-350,000
-100.0%
-0.38%
SNDX ExitSYNDAX PHARMACEUTICALS INC$0-1,284,000
-100.0%
-0.40%
ABCL ExitABCELLERA BIOLOGICS INC$0-4,180,768
-100.0%
-0.41%
RAPT ExitRAPT THERAPEUTICS INC$0-1,244,945
-100.0%
-0.44%
VERA ExitVERA THERAPEUTICS INCcl a$0-1,518,115
-100.0%
-0.44%
ExitNEUMORA THERAPEUTICS INC.$0-1,500,000
-100.0%
-0.45%
IOVA ExitIOVANCE BIOTHERAPEUTICS INC$0-4,707,458
-100.0%
-0.46%
TELA ExitTELA BIO INC$0-2,835,542
-100.0%
-0.48%
GRCL ExitGRACELL BIOTECHNOLOGIES INCsponsored ads$0-9,308,726
-100.0%
-0.57%
ExitAPOGEE THERAPEUTICS INC$0-1,427,901
-100.0%
-0.65%
HZNP ExitHORIZON THERAPEUTICS PUB L$0-266,400
-100.0%
-0.66%
ICLR ExitICON PLC$0-132,200
-100.0%
-0.69%
XENE ExitXENON PHARMACEUTICALS INC$0-958,793
-100.0%
-0.70%
JANX ExitJANUX THERAPEUTICS INC$0-3,317,927
-100.0%
-0.71%
PRLD ExitPRELUDE THERAPEUTICS INC$0-10,909,256
-100.0%
-0.72%
AMGN ExitAMGEN INC$0-127,300
-100.0%
-0.73%
SBTX ExitARS PHARMACEUTICALS INC$0-9,240,887
-100.0%
-0.74%
UNH ExitUNITEDHEALTH GROUP INC$0-70,000
-100.0%
-0.75%
ExitTHIRD HARMONIC BIO INC$0-5,779,071
-100.0%
-0.78%
MDGL ExitMADRIGAL PHARMACEUTICALS INC$0-253,309
-100.0%
-0.79%
TERN ExitTERNS PHARMACEUTICALS INC$0-7,619,135
-100.0%
-0.81%
NPCE ExitNEUROPACE INC$0-4,012,281
-100.0%
-0.83%
SCPH ExitSCPHARMACEUTICALS INC$0-5,559,528
-100.0%
-0.84%
RPTX ExitREPARE THERAPEUTICS INC$0-3,322,488
-100.0%
-0.85%
PMVP ExitPMV PHARMACEUTICALS INC$0-6,563,077
-100.0%
-0.86%
NTRA ExitNATERA INC$0-920,581
-100.0%
-0.86%
CMPX ExitCOMPASS THERAPEUTICS INC$0-22,362,850
-100.0%
-0.94%
ExitPRELUDE THERAPEUTICS INCnonvoting$0-12,048,773
-100.0%
-0.96%
ALPN ExitALPINE IMMUNE SCIENCES INC$0-4,081,592
-100.0%
-0.99%
NBIX ExitNEUROCRINE BIOSCIENCES INC$0-415,900
-100.0%
-0.99%
ExitTHESEUS PHARMACEUTICALS INC$0-17,713,600
-100.0%
-1.01%
APLS ExitAPELLIS PHARMACEUTICALS INC$0-1,260,500
-100.0%
-1.02%
KROS ExitKEROS THERAPEUTICS INC$0-1,514,734
-100.0%
-1.03%
SIBN ExitSI-BONE INC$0-2,292,531
-100.0%
-1.03%
ABBV ExitABBVIE INC$0-330,000
-100.0%
-1.04%
PCVX ExitVAXCYTE INC$0-1,007,148
-100.0%
-1.09%
ExitR1 RCM INC$0-3,441,000
-100.0%
-1.10%
ExitACELYRIN INC$0-5,326,302
-100.0%
-1.15%
VRTX ExitVERTEX PHARMACEUTICALS INC$0-165,400
-100.0%
-1.22%
ExitRAYZEBIO INC$0-2,622,909
-100.0%
-1.24%
VRNA ExitVERONA PHARMA PLCsponsored ads$0-3,777,778
-100.0%
-1.31%
SRPT ExitSAREPTA THERAPEUTICS INC$0-529,200
-100.0%
-1.36%
CI ExitTHE CIGNA GROUP$0-231,500
-100.0%
-1.41%
ExitAPOLLOMICS INC$0-17,993,635
-100.0%
-1.43%
TMO ExitTHERMO FISHER SCIENTIFIC INC$0-143,800
-100.0%
-1.55%
SYK ExitSTRYKER CORPORATION$0-269,000
-100.0%
-1.56%
EVH ExitEVOLENT HEALTH INCcl a$0-2,895,632
-100.0%
-1.68%
XTNT ExitXTANT MED HLDGS INC$0-73,114,592
-100.0%
-1.71%
THC ExitTENET HEALTHCARE CORP$0-1,224,400
-100.0%
-1.71%
EWTX ExitEDGEWISE THERAPEUTICS INC$0-14,567,176
-100.0%
-1.77%
BAX ExitBAXTER INTL INC$0-2,239,900
-100.0%
-1.80%
MRTX ExitMIRATI THERAPEUTICS INC$0-1,959,050
-100.0%
-1.81%
CRNX ExitCRINETICS PHARMACEUTICALS IN$0-2,896,074
-100.0%
-1.83%
UTHR ExitUNITED THERAPEUTICS CORP DEL$0-401,900
-100.0%
-1.93%
SWTX ExitSPRINGWORKS THERAPEUTICS INC$0-3,968,588
-100.0%
-1.95%
IONS ExitIONIS PHARMACEUTICALS INC$0-2,169,500
-100.0%
-2.09%
LLY ExitELI LILLY & CO$0-186,000
-100.0%
-2.12%
ExitDISC MEDICINE INC$0-2,269,637
-100.0%
-2.26%
MRK ExitMERCK & CO INC$0-1,055,000
-100.0%
-2.31%
ExitENLIVEN THERAPEUTICS INC$0-8,998,338
-100.0%
-2.61%
BMRN ExitBIOMARIN PHARMACEUTICAL INC$0-1,615,210
-100.0%
-3.04%
BIIB ExitBIOGEN INC$0-556,800
-100.0%
-3.04%
ISRG ExitINTUITIVE SURGICAL INC$0-499,000
-100.0%
-3.10%
HUM ExitHUMANA INC$0-342,500
-100.0%
-3.54%
BSX ExitBOSTON SCIENTIFIC CORP$0-3,306,800
-100.0%
-3.71%
SVA ExitSINOVAC BIOTECH LTD$0-2,718,735
-100.0%
-7.22%
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 2023 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
42024-05-08
SC 13D/A2024-05-08
42024-05-03
42024-04-26
42024-04-23
42024-04-18
42024-04-15
3/A2024-04-12
SC 13D/A2024-04-12
42024-04-05

View Orbimed Advisors's complete filings history.

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