OrbiMed Advisors
Latest statistics and disclosures from Orbimed Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SVA, LLY, EWTX, BSX, ISRG, and represent 24.18% of Orbimed Advisors's stock portfolio.
- Added to shares of these 10 stocks: Arrivent Biopharma (+$54M), CYTK (+$48M), GERN (+$41M), Q32 Bio (+$38M), ESPR (+$37M), JANX (+$36M), MRK (+$34M), APLS (+$31M), PRAX (+$28M), ARGX (+$26M).
- Started 20 new stock positions in EXAS, MIST, NKTX, ESPR, LXRX, CYTK, CTMX, CATX, Arrivent Biopharma, VTYX. PRAX, MLYS, XERS, LYEL, TYRA, DVAX, PGNY, Q32 Bio, DYN, RNA.
- Reduced shares in these 10 stocks: Rayzebio (-$147M), Gracell Biotechnologies (-$94M), , SWTX (-$74M), Theseus Pharmaceuticals (-$72M), RCM (-$51M), HUM (-$50M), IOVA (-$38M), APGE (-$37M), VERA (-$36M).
- Sold out of its positions in AGIO, ALNY, RCUS, CLDX, FUSN, GILD, Gracell Biotechnologies, HUM, ILMN, IOVA. Ambrx Biopharma, PFE, RAPT, Rayzebio, RCM, Theseus Pharmaceuticals, UTHR, QURE.
- Orbimed Advisors was a net seller of stock by $-289M.
- Orbimed Advisors has $5.4B in assets under management (AUM), dropping by 8.95%.
- Central Index Key (CIK): 0001055951
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Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 112 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sinovac Biotech SHS (SVA) | 6.2 | $340M | 2.7M | 125.06 |
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| Eli Lilly & Co. (LLY) | 5.2 | $281M | 361k | 777.96 |
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| Edgewise Therapeutics (EWTX) | 5.0 | $274M | +3% | 15M | 18.24 |
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| Boston Scientific Corporation (BSX) | 4.1 | $224M | 3.3M | 68.49 |
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| Intuitive Surgical Com New (ISRG) | 3.6 | $197M | 493k | 399.09 |
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| Biogen Idec (BIIB) | 3.6 | $194M | +8% | 901k | 215.63 |
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| Merck & Co (MRK) | 3.2 | $174M | +24% | 1.3M | 131.95 |
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| Janux Therapeutics (JANX) | 3.0 | $161M | +28% | 4.3M | 37.65 |
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| Enliven Therapeutics (ELVN) | 2.9 | $158M | 9.0M | 17.59 |
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| Tenet Healthcare Corp Com New (THC) | 2.3 | $123M | -4% | 1.2M | 105.11 |
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| BioMarin Pharmaceutical (BMRN) | 2.1 | $112M | -18% | 1.3M | 87.34 |
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| Alpine Immune Sciences (ALPN) | 2.0 | $106M | +5% | 2.7M | 39.64 |
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| Disc Medicine (IRON) | 1.9 | $106M | 1.7M | 62.26 |
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| Stryker Corporation (SYK) | 1.8 | $96M | 269k | 357.87 |
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| Silverback Therapeutics (SPRY) | 1.7 | $94M | 9.2M | 10.22 |
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| Sarepta Therapeutics (SRPT) | 1.7 | $90M | 698k | 129.46 |
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| Ionis Pharmaceuticals (IONS) | 1.6 | $87M | -2% | 2.0M | 43.35 |
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| Anthem (ELV) | 1.6 | $87M | +18% | 168k | 518.54 |
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| Xtant Med Hldgs Com New (XTNT) | 1.6 | $86M | 73M | 1.17 |
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| Evolent Health Cl A (EVH) | 1.6 | $85M | -5% | 2.6M | 32.79 |
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| Apellis Pharmaceuticals (APLS) | 1.6 | $85M | +56% | 1.4M | 58.78 |
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| Springworks Therapeutics (SWTX) | 1.5 | $84M | -46% | 1.7M | 49.22 |
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| Keros Therapeutics (KROS) | 1.5 | $84M | 1.3M | 66.20 |
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| Natera (NTRA) | 1.5 | $82M | -5% | 899k | 91.46 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $77M | -8% | 132k | 581.21 |
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| Vaxcyte (PCVX) | 1.3 | $73M | -7% | 1.1M | 68.31 |
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| Crinetics Pharmaceuticals In (CRNX) | 1.2 | $65M | -16% | 1.4M | 46.81 |
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| Scholar Rock Hldg Corp (SRRK) | 1.2 | $64M | -15% | 3.6M | 17.76 |
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| Argenx Se Sponsored Adr (ARGX) | 1.1 | $60M | +79% | 152k | 393.72 |
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| Icon SHS (ICLR) | 1.1 | $59M | +31% | 174k | 335.95 |
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| Neurocrine Biosciences (NBIX) | 1.1 | $58M | -18% | 423k | 137.92 |
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| Si-bone Call Option (SIBN) | 1.0 | $56M | +49% | 3.4M | 16.37 |
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| Verona Pharma Sponsored Ads (VRNA) | 1.0 | $55M | -10% | 3.4M | 16.09 |
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| Third Harmonic Bio (THRD) | 1.0 | $55M | 5.8M | 9.44 |
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| Arrivent Biopharma | 1.0 | $54M | NEW | 3.0M | 17.86 |
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| Neuropace (NPCE) | 1.0 | $53M | 4.0M | 13.20 |
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| Prelude Therapeutics (PRLD) | 1.0 | $52M | 11M | 4.74 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.9 | $51M | -29% | 123k | 418.01 |
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| Terns Pharmaceuticals (TERN) | 0.9 | $50M | 7.6M | 6.56 |
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| Cytokinetics Com New (CYTK) | 0.9 | $48M | NEW | 683k | 70.11 |
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| Apogee Therapeutics (APGE) | 0.9 | $48M | -43% | 719k | 66.45 |
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| Compass Therapeutics (CMPX) | 0.8 | $44M | 22M | 1.98 |
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| Geron Corporation (GERN) | 0.8 | $43M | +2558% | 13M | 3.30 |
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| Syndax Pharmaceuticals (SNDX) | 0.8 | $42M | 1.7M | 23.80 |
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| Q32 Bio | 0.7 | $38M | NEW | 2.3M | 17.04 |
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| Esperion Therapeutics (ESPR) | 0.7 | $37M | NEW | 14M | 2.68 |
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| UnitedHealth (UNH) | 0.6 | $35M | 70k | 494.70 |
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| Rhythm Pharmaceuticals (RYTM) | 0.6 | $31M | +31% | 705k | 43.33 |
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| Alx Oncology Hldgs (ALXO) | 0.6 | $30M | -12% | 2.7M | 11.15 |
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| Vera Therapeutics Cl A (VERA) | 0.5 | $29M | -55% | 676k | 43.12 |
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| Praxis Precision Medicines I Com New (PRAX) | 0.5 | $28M | NEW | 461k | 61.02 |
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| Heron Therapeutics (HRTX) | 0.5 | $28M | +70% | 10M | 2.77 |
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| Scpharmaceuticals (SCPH) | 0.5 | $28M | 5.6M | 5.02 |
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| Acelyrin (SLRN) | 0.5 | $27M | 4.0M | 6.75 |
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| Adicet Bio (ACET) | 0.5 | $27M | +37% | 11M | 2.35 |
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| Mineralys Therapeutics (MLYS) | 0.5 | $26M | NEW | 2.0M | 12.91 |
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| Avidity Biosciences Ord (RNA) | 0.5 | $25M | NEW | 994k | 25.52 |
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| Xenon Pharmaceuticals (XENE) | 0.4 | $24M | 550k | 43.05 |
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| Regeneron Pharmaceuticals (REGN) | 0.4 | $22M | +68% | 23k | 962.49 |
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| Kinnate Biopharma (KNTE) | 0.4 | $21M | 8.0M | 2.66 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.4 | $21M | +131% | 740k | 28.60 |
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| Neumora Therapeutics (NMRA) | 0.4 | $21M | 1.5M | 13.75 |
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| Dyne Therapeutics (DYN) | 0.4 | $20M | NEW | 708k | 28.39 |
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| Morphic Hldg (MORF) | 0.4 | $20M | +104% | 559k | 35.20 |
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| Dex (DXCM) | 0.4 | $20M | +91% | 140k | 138.70 |
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| Abcellera Biologics (ABCL) | 0.3 | $19M | 4.2M | 4.53 |
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| Immatics SHS (IMTX) | 0.3 | $19M | +14% | 1.8M | 10.51 |
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| Verastem Com New (VSTM) | 0.3 | $18M | 1.5M | 11.80 |
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| Amgen (AMGN) | 0.3 | $18M | -50% | 63k | 284.32 |
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| Ikena Oncology Nonvoting | 0.3 | $17M | 12M | 1.42 |
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| Aerovate Therapeutics (AVTE) | 0.3 | $17M | -25% | 565k | 29.57 |
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| Tela Bio (TELA) | 0.3 | $16M | 2.8M | 5.67 |
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| Repare Therapeutics Ord (RPTX) | 0.3 | $16M | 3.3M | 4.71 |
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| Passage Bio (PASG) | 0.3 | $14M | 10M | 1.35 |
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| Tyra Biosciences (TYRA) | 0.2 | $13M | NEW | 769k | 16.40 |
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| Corvus Pharmaceuticals (CRVS) | 0.2 | $12M | 6.9M | 1.78 |
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| Adagio Therapeutics (IVVD) | 0.2 | $12M | -34% | 2.7M | 4.44 |
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| Pmv Pharmaceuticals (PMVP) | 0.2 | $11M | 6.5M | 1.70 |
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| Ventyx Biosciences (VTYX) | 0.2 | $10M | NEW | 1.9M | 5.50 |
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| Fate Therapeutics (FATE) | 0.2 | $9.9M | +156% | 1.4M | 7.34 |
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| X4 Pharmaceuticals (XFOR) | 0.2 | $9.9M | 7.1M | 1.39 |
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| EXACT Sciences Corporation (EXAS) | 0.2 | $9.7M | NEW | 140k | 69.06 |
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| Cullinan Oncology (CGEM) | 0.2 | $8.8M | -4% | 518k | 17.04 |
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| Nkarta (NKTX) | 0.2 | $8.6M | NEW | 800k | 10.81 |
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| Lexicon Pharmaceuticals Com New (LXRX) | 0.2 | $8.5M | NEW | 3.5M | 2.40 |
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| 10x Genomics Cl A Com (TXG) | 0.2 | $8.5M | +465% | 225k | 37.53 |
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| Turnstone Biologics Corp (TSBX) | 0.1 | $8.1M | 3.1M | 2.62 |
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| IsoRay (CATX) | 0.1 | $7.7M | NEW | 6.5M | 1.19 |
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| Cytomx Therapeutics (CTMX) | 0.1 | $7.7M | NEW | 3.5M | 2.18 |
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| Amicus Therapeutics (FOLD) | 0.1 | $6.7M | -29% | 570k | 11.78 |
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| Krystal Biotech (KRYS) | 0.1 | $6.6M | -64% | 37k | 177.93 |
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| Vir Biotechnology (VIR) | 0.1 | $6.5M | +533% | 640k | 10.13 |
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| Apollomics Cl A Shs (APLM) | 0.1 | $6.4M | 8.6M | 0.75 |
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| Inspiremd (NSPR) | 0.1 | $5.1M | 2.1M | 2.37 |
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| Ikena Oncology (IKNA) | 0.1 | $5.0M | 3.5M | 1.42 |
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| Elevation Oncology (ELEV) | 0.1 | $4.8M | -37% | 941k | 5.13 |
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| Progyny (PGNY) | 0.1 | $4.3M | NEW | 113k | 38.15 |
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| Oric Pharmaceuticals (ORIC) | 0.1 | $3.9M | -45% | 287k | 13.75 |
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| Milestone Pharmaceuticals (MIST) | 0.1 | $3.6M | NEW | 2.0M | 1.79 |
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| Nextcure (NXTC) | 0.0 | $2.5M | -57% | 1.1M | 2.23 |
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| Bolt Biotherapeutics (BOLT) | 0.0 | $2.2M | 1.5M | 1.40 |
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| Chardan Healthcare Acqu- Ord (PHGE) | 0.0 | $2.0M | 4.5M | 0.45 |
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| Chemomab Therapeutics Sponsored Ads (CMMB) | 0.0 | $1.7M | 2.2M | 0.78 |
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| Kezar Life Sciences (KZR) | 0.0 | $1.7M | 1.9M | 0.90 |
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| Vigil Neuroscience (VIGL) | 0.0 | $1.5M | 449k | 3.41 |
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| Dynavax Technologies Corp Com New (DVAX) | 0.0 | $1.4M | NEW | 114k | 12.41 |
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| Calcimedica Com New (CALC) | 0.0 | $1.2M | 297k | 4.16 |
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| Ys Biopharma Ordinary Shares (YS) | 0.0 | $1.1M | -52% | 1.5M | 0.72 |
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| Acutus Medical (AFIB) | 0.0 | $498k | 2.6M | 0.19 |
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| Lyell Immunopharma (LYEL) | 0.0 | $445k | NEW | 200k | 2.23 |
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| Singular Genomics Systems In (OMIC) | 0.0 | $278k | 541k | 0.51 |
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| Xeris Pharmaceuticals (XERS) | 0.0 | $178k | NEW | 80k | 2.21 |
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Past Filings by Orbimed Advisors
SEC 13F filings are viewable for Orbimed Advisors going back to 2010
- Orbimed Advisors 2024 Q1 filed May 15, 2024
- Orbimed Advisors 2023 Q4 filed Feb. 14, 2024
- Orbimed Advisors 2023 Q3 filed Nov. 14, 2023
- Orbimed Advisors 2023 Q2 filed Aug. 14, 2023
- Orbimed Advisors 2023 Q1 filed May 15, 2023
- Orbimed Advisors 2022 Q4 filed Feb. 14, 2023
- Orbimed Advisors 2022 Q3 filed Nov. 14, 2022
- Orbimed Advisors 2022 Q2 filed Aug. 15, 2022
- Orbimed Advisors 2022 Q1 filed May 16, 2022
- Orbimed Advisors 2021 Q4 filed Feb. 14, 2022
- Orbimed Advisors 2021 Q3 filed Nov. 15, 2021
- Orbimed Advisors 2021 Q2 filed Aug. 16, 2021
- Orbimed Advisors 2021 Q1 filed May 17, 2021
- Orbimed Advisors 2020 Q4 filed Feb. 16, 2021
- Orbimed Advisors 2020 Q3 filed Nov. 16, 2020
- Orbimed Advisors 2020 Q2 filed Aug. 14, 2020