OrbiMed Advisors as of Dec. 31, 2011
Portfolio Holdings for OrbiMed Advisors
OrbiMed Advisors holds 102 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pharmasset | 6.3 | $192M | 1.5M | 128.20 | |
| Pfizer (PFE) | 5.7 | $174M | 8.1M | 21.64 | |
| Bristol Myers Squibb (BMY) | 5.1 | $154M | 4.4M | 35.24 | |
| WellPoint | 3.7 | $112M | 1.7M | 66.25 | |
| Allergan | 3.6 | $110M | 1.3M | 87.74 | |
| Merck & Co (MRK) | 3.0 | $90M | 2.4M | 37.70 | |
| Gilead Sciences (GILD) | 2.9 | $89M | 2.2M | 40.93 | |
| UnitedHealth (UNH) | 2.9 | $89M | 1.8M | 50.68 | |
| Aetna | 2.8 | $86M | 2.0M | 42.19 | |
| Incyte Corporation (INCY) | 2.7 | $82M | 5.5M | 15.01 | |
| Medco Health Solutions | 2.6 | $80M | 1.4M | 55.90 | |
| Humana (HUM) | 2.5 | $75M | 858k | 87.61 | |
| Watson Pharmaceuticals | 2.3 | $70M | 1.2M | 60.34 | |
| Warner Chilcott Plc - | 2.1 | $64M | 4.2M | 15.13 | |
| Vivus | 2.1 | $64M | 6.5M | 9.75 | |
| Thermo Fisher Scientific (TMO) | 2.0 | $62M | 1.4M | 44.97 | |
| Life Technologies | 2.0 | $60M | 1.5M | 38.91 | |
| BioMarin Pharmaceutical (BMRN) | 1.9 | $56M | 1.6M | 34.38 | |
| Celgene Corporation | 1.9 | $56M | 834k | 67.60 | |
| Biogen Idec (BIIB) | 1.8 | $55M | 499k | 110.05 | |
| NxStage Medical | 1.6 | $49M | 2.7M | 17.78 | |
| Shire | 1.4 | $44M | 422k | 103.90 | |
| Elan Corporation | 1.4 | $43M | 3.1M | 13.74 | |
| Medtronic | 1.4 | $41M | 1.1M | 38.25 | |
| Abbott Laboratories (ABT) | 1.1 | $34M | 612k | 56.23 | |
| EXACT Sciences Corporation (EXAS) | 1.1 | $33M | 4.0M | 8.12 | |
| Pharmacyclics | 1.1 | $32M | 2.2M | 14.82 | |
| Zimmer Holdings (ZBH) | 1.0 | $32M | 591k | 53.42 | |
| Dendreon Corporation | 1.0 | $32M | 4.2M | 7.60 | |
| Regeneron Pharmaceuticals (REGN) | 1.0 | $31M | 558k | 55.43 | |
| Sequenom | 1.0 | $30M | 6.8M | 4.45 | |
| Johnson & Johnson (JNJ) | 1.0 | $30M | 451k | 65.58 | |
| Baxter International (BAX) | 0.9 | $28M | 564k | 49.48 | |
| Affymetrix | 0.9 | $28M | 6.9M | 4.09 | |
| Insulet Corporation (PODD) | 0.9 | $28M | 1.5M | 18.83 | |
| OraSure Technologies (OSUR) | 0.9 | $27M | 2.9M | 9.11 | |
| Ariad Pharmaceuticals | 0.8 | $26M | 2.1M | 12.25 | |
| Align Technology (ALGN) | 0.8 | $24M | 1.0M | 23.72 | |
| Pacira Pharmaceuticals (PCRX) | 0.8 | $24M | 2.7M | 8.65 | |
| Forest Laboratories | 0.8 | $23M | 765k | 30.26 | |
| 3SBio (SSRX) | 0.7 | $22M | 2.2M | 10.22 | |
| Amgen (AMGN) | 0.7 | $22M | 344k | 64.21 | |
| NPS Pharmaceuticals | 0.7 | $21M | 3.2M | 6.59 | |
| Affymax (AFFY) | 0.7 | $21M | 3.2M | 6.61 | |
| Medivation | 0.7 | $20M | 430k | 46.11 | |
| Pernix Therapeutics Holdings | 0.7 | $20M | 2.1M | 9.26 | |
| Stryker Corporation (SYK) | 0.6 | $20M | 394k | 49.71 | |
| Human Genome Sciences | 0.6 | $20M | 2.6M | 7.39 | |
| Antares Pharma | 0.6 | $19M | 8.6M | 2.20 | |
| MAP Pharmaceuticals | 0.6 | $19M | 1.4M | 13.17 | |
| McKesson Corporation (MCK) | 0.6 | $18M | 233k | 77.91 | |
| Cardinal Health (CAH) | 0.6 | $18M | 434k | 40.61 | |
| Anthera Pharmaceuticals | 0.6 | $17M | 2.8M | 6.14 | |
| CIGNA Corporation | 0.6 | $17M | 400k | 42.00 | |
| Given Imaging | 0.5 | $16M | 897k | 17.43 | |
| Alexion Pharmaceuticals | 0.5 | $16M | 219k | 71.50 | |
| Incyte Corp note 4.750%10/0 | 0.5 | $15M | 7.7M | 1.88 | |
| Questcor Pharmaceuticals | 0.5 | $14M | 345k | 41.58 | |
| Impax Laboratories | 0.5 | $14M | 703k | 20.17 | |
| Amarin Corporation (AMRN) | 0.5 | $14M | 1.8M | 7.49 | |
| Dendreon Corp note | 0.5 | $14M | 20M | 0.69 | |
| Hca Holdings (HCA) | 0.4 | $13M | 589k | 22.03 | |
| Inhibitex | 0.4 | $12M | 1.1M | 10.94 | |
| Complete Genomics | 0.4 | $12M | 4.2M | 2.93 | |
| Valeant Pharmaceuticals Int | 0.4 | $12M | 248k | 46.69 | |
| Eli Lilly & Co. (LLY) | 0.4 | $11M | 275k | 41.56 | |
| CareFusion Corporation | 0.4 | $11M | 438k | 25.41 | |
| Cubist Pharmaceuticals | 0.3 | $9.8M | 248k | 39.62 | |
| Express Scripts | 0.3 | $9.4M | 210k | 44.69 | |
| United Therapeutics Corporation (UTHR) | 0.3 | $9.3M | 198k | 47.25 | |
| D Fluidigm Corp Del (LAB) | 0.3 | $9.6M | 727k | 13.16 | |
| K-V Pharmaceutical Company | 0.3 | $9.0M | 6.5M | 1.40 | |
| Perrigo Company | 0.2 | $7.2M | 74k | 97.30 | |
| Endocyte | 0.2 | $7.3M | 1.9M | 3.76 | |
| Grifols S A | 0.2 | $6.4M | 1.2M | 5.53 | |
| InterMune | 0.2 | $6.2M | 493k | 12.60 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $5.5M | 157k | 34.93 | |
| DaVita (DVA) | 0.2 | $4.9M | 65k | 75.82 | |
| St. Jude Medical | 0.2 | $5.0M | 145k | 34.30 | |
| Hologic (HOLX) | 0.1 | $4.4M | 250k | 17.51 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $4.2M | 73k | 58.05 | |
| Volcano Corporation | 0.1 | $4.4M | 185k | 23.79 | |
| Uroplasty | 0.1 | $4.3M | 1.0M | 4.25 | |
| Edwards Lifesciences (EW) | 0.1 | $3.5M | 50k | 70.70 | |
| Boston Scientific Corporation (BSX) | 0.1 | $3.5M | 650k | 5.34 | |
| Syneron Medical Ltd ord | 0.1 | $3.1M | 283k | 11.07 | |
| Salix Pharmaceuticals | 0.1 | $3.1M | 65k | 47.85 | |
| CUBIST PHARM CONVERTIBLE security | 0.1 | $3.0M | 2.0M | 1.50 | |
| Athersys | 0.1 | $2.8M | 1.6M | 1.73 | |
| Cynosure | 0.1 | $2.4M | 201k | 11.76 | |
| Celsion Corporation | 0.1 | $2.6M | 1.5M | 1.70 | |
| Covance | 0.1 | $2.2M | 48k | 45.73 | |
| Biodel | 0.1 | $2.2M | 3.6M | 0.61 | |
| D Tranzyme | 0.1 | $2.0M | 700k | 2.89 | |
| Solta Medical | 0.1 | $1.5M | 489k | 3.14 | |
| Trius Therapeutics | 0.1 | $1.5M | 209k | 7.15 | |
| Volcano Corporation note 2.875% 9/0 | 0.1 | $1.6M | 1.5M | 1.07 | |
| China Nuokang Bio-Pharmaceutical (NKBP) | 0.0 | $1.0M | 377k | 2.76 | |
| Pacific Biosciences of California (PACB) | 0.0 | $790k | 282k | 2.80 | |
| Sinovac Biotech (SVA) | 0.0 | $548k | 249k | 2.20 | |
| Targacept | 0.0 | $173k | 31k | 5.56 | |
| XenoPort | 0.0 | $95k | 25k | 3.80 |
