Orbimed Advisors as of Sept. 30, 2014
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 121 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Shire | 5.9 | $562M | 2.2M | 259.05 | |
Gilead Sciences (GILD) | 4.2 | $401M | 3.8M | 106.45 | |
Amgen (AMGN) | 4.1 | $394M | 2.8M | 140.46 | |
Biogen Idec (BIIB) | 4.1 | $394M | 1.2M | 330.81 | |
Bristol Myers Squibb (BMY) | 4.1 | $389M | 7.6M | 51.18 | |
Intercept Pharmaceuticals In | 3.7 | $352M | 1.5M | 236.69 | |
Actavis | 3.6 | $347M | 1.4M | 241.28 | |
Abbvie (ABBV) | 3.3 | $316M | 5.5M | 57.76 | |
Celgene Corporation | 3.3 | $315M | 3.3M | 94.78 | |
Hca Holdings (HCA) | 3.1 | $297M | 4.2M | 70.52 | |
Medivation | 2.4 | $225M | 2.3M | 98.87 | |
Illumina (ILMN) | 2.3 | $220M | 1.3M | 163.92 | |
CareFusion Corporation | 2.2 | $215M | 4.8M | 45.25 | |
Cooper Companies | 2.2 | $209M | 1.3M | 155.75 | |
Thermo Fisher Scientific (TMO) | 2.1 | $206M | 1.7M | 121.70 | |
Relypsa | 1.9 | $187M | 8.9M | 21.09 | |
Intuitive Surgical (ISRG) | 1.9 | $178M | 386k | 461.82 | |
Agilent Technologies Inc C ommon (A) | 1.8 | $175M | 4.3M | 40.75 | |
Perrigo Company (PRGO) | 1.8 | $172M | 1.1M | 150.19 | |
Incyte Corporation (INCY) | 1.7 | $160M | 3.3M | 49.05 | |
Allergan | 1.7 | $160M | 898k | 178.19 | |
Merck & Co (MRK) | 1.6 | $158M | 2.7M | 59.28 | |
Impax Laboratories | 1.6 | $158M | 6.7M | 23.71 | |
Ironwood Pharmaceuticals (IRWD) | 1.6 | $156M | 12M | 12.96 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 1.6 | $152M | 1.4M | 112.31 | |
Express Scripts Holding | 1.6 | $148M | 2.1M | 70.63 | |
Health Net | 1.5 | $142M | 3.1M | 46.11 | |
McKesson Corporation (MCK) | 1.4 | $138M | 708k | 194.67 | |
Regeneron Pharmaceuticals (REGN) | 1.4 | $133M | 370k | 360.52 | |
Zimmer Holdings (ZBH) | 1.3 | $127M | 1.3M | 100.55 | |
Molina Healthcare (MOH) | 1.2 | $116M | 2.7M | 42.30 | |
Tornier Nv | 1.2 | $115M | 4.8M | 23.90 | |
Neurocrine Biosciences (NBIX) | 0.9 | $91M | 5.8M | 15.67 | |
Stryker Corporation (SYK) | 0.8 | $81M | 1.0M | 80.75 | |
Pfizer (PFE) | 0.8 | $79M | 2.7M | 29.57 | |
Arrowhead Research | 0.8 | $77M | 5.2M | 14.77 | |
Wright Medical | 0.8 | $74M | 2.4M | 30.30 | |
Insulet Corporation (PODD) | 0.8 | $72M | 2.0M | 36.85 | |
Spdr S&p 500 Etf (SPY) | 0.7 | $69M | 350k | 197.02 | |
NPS Pharmaceuticals | 0.7 | $68M | 2.6M | 26.00 | |
Puma Biotechnology (PBYI) | 0.7 | $65M | 273k | 238.57 | |
Infinity Pharmaceuticals (INFIQ) | 0.7 | $64M | 4.7M | 13.42 | |
St. Jude Medical | 0.6 | $62M | 1.0M | 60.13 | |
Otonomy | 0.6 | $54M | 2.3M | 24.00 | |
Affymetrix | 0.6 | $52M | 6.6M | 7.98 | |
Alexion Pharmaceuticals | 0.5 | $52M | 312k | 165.82 | |
D Fluidigm Corp Del (LAB) | 0.5 | $52M | 2.1M | 24.50 | |
Johnson & Johnson (JNJ) | 0.5 | $45M | 423k | 106.59 | |
Salix Pharmaceuticals | 0.5 | $44M | 282k | 156.24 | |
OraSure Technologies (OSUR) | 0.4 | $39M | 5.4M | 7.22 | |
Qiagen | 0.4 | $39M | 1.7M | 22.77 | |
Covidien | 0.4 | $37M | 431k | 86.51 | |
Affimed Therapeutics B V | 0.4 | $37M | 5.8M | 6.30 | |
Teva Pharmaceutical Industries (TEVA) | 0.4 | $36M | 662k | 53.75 | |
EXACT Sciences Corporation (EXAS) | 0.3 | $33M | 1.7M | 19.38 | |
Roka Bioscience | 0.3 | $32M | 3.2M | 10.05 | |
XenoPort | 0.3 | $30M | 5.5M | 5.38 | |
Cerus Corporation (CERS) | 0.3 | $29M | 7.2M | 4.01 | |
Celldex Therapeutics | 0.3 | $28M | 2.2M | 12.96 | |
Insys Therapeutics | 0.3 | $29M | 736k | 38.78 | |
Loxo Oncology | 0.3 | $29M | 2.2M | 13.13 | |
Mallinckrodt Pub | 0.3 | $27M | 294k | 90.15 | |
Medtronic | 0.3 | $26M | 423k | 61.95 | |
Array BioPharma | 0.2 | $23M | 6.4M | 3.57 | |
NuVasive | 0.2 | $23M | 662k | 34.87 | |
Incyte Corp note 4.750%10/0 | 0.2 | $23M | 4.2M | 5.46 | |
Pacira Pharmaceuticals (PCRX) | 0.2 | $23M | 238k | 96.92 | |
Durata Therapeutics | 0.2 | $23M | 1.8M | 12.68 | |
Ambit Bioscience | 0.2 | $23M | 1.5M | 15.40 | |
Magellan Health Services | 0.2 | $22M | 403k | 54.73 | |
Cardinal Health (CAH) | 0.2 | $21M | 277k | 74.92 | |
Portola Pharmaceuticals | 0.2 | $22M | 851k | 25.28 | |
Mirati Therapeutics | 0.2 | $20M | 1.2M | 17.51 | |
Valeant Pharmaceuticals Int | 0.2 | $18M | 138k | 131.20 | |
Jazz Pharmaceuticals (JAZZ) | 0.2 | $19M | 115k | 160.56 | |
Gw Pharmaceuticals Plc ads | 0.2 | $18M | 221k | 80.85 | |
Fluidigm Corporation convertible cor | 0.2 | $19M | 22M | 0.85 | |
UnitedHealth (UNH) | 0.2 | $17M | 200k | 86.25 | |
Sage Therapeutics (SAGE) | 0.2 | $17M | 537k | 31.50 | |
Proqr Thrapeutics N V shs euro (PRQR) | 0.2 | $16M | 950k | 17.19 | |
WellPoint | 0.1 | $14M | 119k | 119.62 | |
Sinovac Biotech (SVA) | 0.1 | $14M | 2.8M | 4.81 | |
Volcano Corporation note 1.750%12/0 | 0.1 | $13M | 15M | 0.87 | |
Mei Pharma | 0.1 | $13M | 1.9M | 6.90 | |
Ophthotech | 0.1 | $13M | 339k | 38.93 | |
Five Prime Therapeutics | 0.1 | $13M | 1.1M | 11.73 | |
Sunesis Pharmaceuticals | 0.1 | $11M | 1.6M | 7.14 | |
Agenus (AGEN) | 0.1 | $11M | 3.6M | 3.11 | |
Merge Healthcare | 0.1 | $10M | 4.6M | 2.20 | |
XOMA CORP Common equity shares | 0.1 | $10M | 2.4M | 4.21 | |
Horizon Pharma | 0.1 | $11M | 896k | 12.28 | |
Pernix Therapeutics Holdings | 0.1 | $8.2M | 1.1M | 7.68 | |
Abbott Laboratories (ABT) | 0.1 | $7.5M | 180k | 41.59 | |
Eli Lilly & Co. (LLY) | 0.1 | $7.3M | 112k | 64.85 | |
Mylan | 0.1 | $7.7M | 169k | 45.49 | |
Alimera Sciences | 0.1 | $8.1M | 1.5M | 5.42 | |
Synageva Biopharma | 0.1 | $7.6M | 111k | 68.78 | |
Redhill Biopharma Ltd cmn | 0.1 | $8.0M | 606k | 13.17 | |
Xencor (XNCR) | 0.1 | $7.8M | 839k | 9.31 | |
Aetna | 0.1 | $6.5M | 80k | 81.00 | |
ArQule | 0.1 | $6.4M | 5.7M | 1.12 | |
Inspiremd | 0.1 | $6.9M | 3.2M | 2.20 | |
MiMedx (MDXG) | 0.1 | $5.7M | 795k | 7.13 | |
AMAG Pharmaceuticals | 0.1 | $5.0M | 158k | 31.91 | |
DaVita (DVA) | 0.1 | $4.8M | 65k | 73.14 | |
Supernus Pharmaceuticals (SUPN) | 0.1 | $5.0M | 580k | 8.69 | |
Uroplasty | 0.0 | $3.4M | 1.4M | 2.50 | |
Cardiovascular Systems | 0.0 | $4.0M | 170k | 23.63 | |
Fate Therapeutics (FATE) | 0.0 | $3.5M | 693k | 5.10 | |
Boston Scientific Corporation (BSX) | 0.0 | $3.2M | 272k | 11.81 | |
Curis | 0.0 | $2.7M | 2.0M | 1.41 | |
Derma Sciences | 0.0 | $2.5M | 300k | 8.33 | |
Achillion Pharmaceuticals | 0.0 | $1.6M | 158k | 9.98 | |
Biolinerx Ltd-spons | 0.0 | $1.7M | 1.1M | 1.54 | |
Newlink Genetics Corporation | 0.0 | $2.1M | 100k | 21.42 | |
Bacterin Intl Hldgs | 0.0 | $2.1M | 475k | 4.48 | |
Endologix Inc note 2.250%12/1 | 0.0 | $900k | 1.0M | 0.90 | |
Biomarin Pharmaceutical Inc note 0.750%10/1 | 0.0 | $530k | 500k | 1.06 | |
Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.0 | $550k | 500k | 1.10 | |
Amarin Corporation (AMRN) | 0.0 | $436k | 400k | 1.09 | |
Biodel | 0.0 | $350k | 210k | 1.67 |