OrbiMed Advisors
Latest statistics and disclosures from Orbimed Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SVA, BSX, HUM, ISRG, BIIB, and represent 20.58% of Orbimed Advisors's stock portfolio.
- Added to shares of these 10 stocks: MRK (+$109M), APLM (+$65M), Rayzebio (+$58M), MRTX (+$50M), ABBV (+$49M), ICLR (+$33M), Apogee Therapeutics (+$30M), Neumora Therapeutics (+$21M), CI (+$20M), SGEN (+$20M).
- Started 18 new stock positions in RLAY, Neumora Therapeutics, DXCM, ABBV, KVUE, XNCR, Turnstone Biologics Corp, SGEN, Harpoon Therapeutics, KRTX. Rayzebio, AZN, Synlogic, ICLR, TDOC, MRK, Apogee Therapeutics, RYTM.
- Reduced shares in these 10 stocks: BMY (-$95M), UNH (-$88M), Vectivbio Hldg (-$88M), BAX (-$54M), , ZBH (-$36M), ISRG (-$36M), TVTX (-$33M), CRNX (-$31M), MRSN (-$25M).
- Sold out of its positions in FOLD, Bridgebio Pharma, BMY, Decibel Therapeutics, EW, Harpoon Therapeutics, MRSN, NKTR, RVNC, Synlogic. TGTX, TVTX, TSVT, ZBH, ALKS, GHRS, Vectivbio Hldg.
- Orbimed Advisors was a net seller of stock by $-160M.
- Orbimed Advisors has $4.7B in assets under management (AUM), dropping by -14.75%.
- Central Index Key (CIK): 0001055951
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Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 122 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sinovac Biotech SHS (SVA) | 7.2 | $340M | 2.7M | 125.06 |
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| Boston Scientific Corporation (BSX) | 3.7 | $175M | -2% | 3.3M | 52.80 |
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| Humana (HUM) | 3.5 | $167M | -8% | 343k | 486.52 |
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| Intuitive Surgical Com New (ISRG) | 3.1 | $146M | -19% | 499k | 292.29 |
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| Biogen Idec (BIIB) | 3.0 | $143M | 557k | 257.01 |
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| BioMarin Pharmaceutical (BMRN) | 3.0 | $143M | 1.6M | 88.48 |
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| Enliven Therapeutics (ELVN) | 2.6 | $123M | 9.0M | 13.66 |
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| Merck & Co (MRK) | 2.3 | $109M | NEW | 1.1M | 102.95 |
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| Disc Medicine (IRON) | 2.3 | $107M | 2.3M | 46.98 |
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| Eli Lilly & Co. (LLY) | 2.1 | $100M | 186k | 537.13 |
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| Ionis Pharmaceuticals (IONS) | 2.1 | $98M | 2.2M | 45.36 |
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| Springworks Therapeutics (SWTX) | 1.9 | $92M | -5% | 4.0M | 23.12 |
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| United Therapeutics Corporation (UTHR) | 1.9 | $91M | 402k | 225.87 |
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| Mirati Therapeutics (MRTX) | 1.9 | $90M | +125% | 2.1M | 43.56 |
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| Crinetics Pharmaceuticals In (CRNX) | 1.8 | $86M | -26% | 2.9M | 29.74 |
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| Baxter International (BAX) | 1.8 | $85M | -39% | 2.2M | 37.74 |
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| Edgewise Therapeutics (EWTX) | 1.8 | $84M | 15M | 5.73 |
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| Tenet Healthcare Corp Com New (THC) | 1.7 | $81M | +15% | 1.2M | 65.89 |
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| Xtant Med Hldgs Com New (XTNT) | 1.7 | $80M | 73M | 1.10 |
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| Evolent Health Cl A (EVH) | 1.7 | $79M | 2.9M | 27.23 |
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| Stryker Corporation (SYK) | 1.6 | $74M | 269k | 273.27 |
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| Thermo Fisher Scientific (TMO) | 1.5 | $73M | -11% | 144k | 506.17 |
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| Apollomics Cl A Shs (APLM) | 1.4 | $67M | +2615% | 18M | 3.75 |
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| Cigna Corp (CI) | 1.4 | $66M | +43% | 232k | 286.07 |
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| Sarepta Therapeutics (SRPT) | 1.4 | $64M | -19% | 529k | 121.22 |
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| Verona Pharma Sponsored Ads (VRNA) | 1.3 | $62M | 3.8M | 16.30 |
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| Rayzebio | 1.2 | $58M | NEW | 2.6M | 22.20 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.2 | $58M | 165k | 347.74 |
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| Acelyrin (SLRN) | 1.1 | $54M | 5.3M | 10.17 |
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| Ikena Oncology Nonvoting | 1.1 | $52M | 12M | 4.33 |
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| R1 RCM (RCM) | 1.1 | $52M | 3.4M | 15.07 |
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| Vaxcyte (PCVX) | 1.1 | $51M | 1.0M | 50.98 |
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| Apellis Pharmaceuticals (APLS) | 1.1 | $51M | +47% | 1.3M | 38.04 |
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| Abbvie (ABBV) | 1.0 | $49M | NEW | 330k | 149.06 |
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| Si-bone (SIBN) | 1.0 | $49M | 2.3M | 21.24 |
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| Keros Therapeutics (KROS) | 1.0 | $48M | 1.5M | 31.88 |
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| Theseus Pharmaceuticals (THRX) | 1.0 | $48M | +2% | 18M | 2.69 |
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| Neurocrine Biosciences (NBIX) | 1.0 | $47M | -14% | 416k | 112.50 |
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| Alpine Immune Sciences (ALPN) | 1.0 | $47M | 4.1M | 11.45 |
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| Compass Therapeutics (CMPX) | 0.9 | $44M | 22M | 1.97 |
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| Natera (NTRA) | 0.9 | $41M | -5% | 921k | 44.25 |
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| Pmv Pharmaceuticals (PMVP) | 0.9 | $40M | 6.6M | 6.14 |
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| Repare Therapeutics Ord (RPTX) | 0.9 | $40M | 3.3M | 12.08 |
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| Scpharmaceuticals (SCPH) | 0.8 | $40M | 5.6M | 7.12 |
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| Neuropace (NPCE) | 0.8 | $39M | 4.0M | 9.73 |
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| Terns Pharmaceuticals (TERN) | 0.8 | $38M | 7.6M | 5.03 |
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| Madrigal Pharmaceuticals (MDGL) | 0.8 | $37M | -21% | 253k | 146.04 |
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| Third Harmonic Bio (THRD) | 0.8 | $37M | 5.8M | 6.39 |
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| UnitedHealth (UNH) | 0.7 | $35M | -71% | 70k | 504.19 |
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| Silverback Therapeutics (SPRY) | 0.7 | $35M | +5% | 9.2M | 3.78 |
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| Amgen (AMGN) | 0.7 | $34M | 127k | 268.76 |
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| Prelude Therapeutics (PRLD) | 0.7 | $34M | 11M | 3.09 |
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| Janux Therapeutics (JANX) | 0.7 | $33M | +16% | 3.3M | 10.08 |
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| Xenon Pharmaceuticals (XENE) | 0.7 | $33M | -12% | 959k | 34.16 |
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| Icon SHS (ICLR) | 0.7 | $33M | NEW | 132k | 246.25 |
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| Horizon Therapeutics Pub L SHS (HZNP) | 0.7 | $31M | -27% | 266k | 115.69 |
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| Apogee Therapeutics | 0.6 | $30M | NEW | 1.4M | 21.30 |
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| Gracell Biotechnologies Sponsored Ads (GRCL) | 0.6 | $27M | +3% | 9.3M | 2.88 |
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| Tela Bio (TELA) | 0.5 | $23M | 2.8M | 8.00 |
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| Iovance Biotherapeutics (IOVA) | 0.5 | $21M | 4.7M | 4.55 |
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| Neumora Therapeutics | 0.4 | $21M | NEW | 1.5M | 14.11 |
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| Vera Therapeutics Cl A (VERA) | 0.4 | $21M | -13% | 1.5M | 13.71 |
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| Rapt Therapeutics (RAPT) | 0.4 | $21M | 1.2M | 16.62 |
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| Seagen Call Option (SGEN) | 0.4 | $20M | NEW | 93k | 212.15 |
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| Abcellera Biologics (ABCL) | 0.4 | $19M | 4.2M | 4.60 |
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| Syndax Pharmaceuticals (SNDX) | 0.4 | $19M | -49% | 1.3M | 14.52 |
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| Akero Therapeutics (AKRO) | 0.4 | $18M | +75% | 350k | 50.58 |
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| Astrazeneca Sponsored Adr Call Option (AZN) | 0.4 | $17M | NEW | 250k | 67.72 |
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| Argenx Se Sponsored Adr (ARGX) | 0.3 | $16M | 33k | 491.63 |
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| Scholar Rock Hldg Corp (SRRK) | 0.3 | $14M | +176% | 2.0M | 7.10 |
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| Uniqure Nv SHS (QURE) | 0.3 | $14M | 2.1M | 6.71 |
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| Ikena Oncology (IKNA) | 0.3 | $14M | 3.2M | 4.33 |
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| Alx Oncology Hldgs (ALXO) | 0.3 | $14M | 2.9M | 4.80 |
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| Immatics SHS Call Option (IMTX) | 0.3 | $14M | +21% | 1.2M | 11.58 |
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| Rhythm Pharmaceuticals (RYTM) | 0.3 | $13M | NEW | 584k | 22.93 |
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| Verastem Com New (VSTM) | 0.3 | $12M | 1.5M | 8.13 |
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| Turnstone Biologics Corp | 0.3 | $12M | NEW | 3.1M | 3.94 |
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| Ventyx Biosciences (VTYX) | 0.3 | $12M | -37% | 340k | 34.73 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.2 | $12M | +270% | 434k | 26.87 |
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| Adicet Bio (ACET) | 0.2 | $11M | 8.3M | 1.37 |
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| Kenvue Call Option (KVUE) | 0.2 | $11M | NEW | 562k | 20.08 |
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| Kinnate Biopharma (KNTE) | 0.2 | $11M | 8.0M | 1.40 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $11M | 14k | 822.96 |
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| Aerovate Therapeutics (AVTE) | 0.2 | $10M | 757k | 13.57 |
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| Arcutis Biotherapeutics (ARQT) | 0.2 | $10M | 1.9M | 5.31 |
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| Corvus Pharmaceuticals (CRVS) | 0.2 | $10M | 6.9M | 1.46 |
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| Goodrx Hldgs Com Cl A (GDRX) | 0.2 | $9.0M | -10% | 1.6M | 5.63 |
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| Adagio Therapeutics (IVVD) | 0.2 | $9.0M | 5.3M | 1.70 |
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| Fusion Pharmaceuticals (FUSN) | 0.2 | $8.1M | 3.1M | 2.60 |
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| X4 Pharmaceuticals (XFOR) | 0.2 | $7.8M | 7.1M | 1.09 |
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| Gilead Sciences (GILD) | 0.2 | $7.5M | 100k | 74.94 |
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| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.1 | $6.7M | 117k | 57.00 |
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| Passage Bio (PASG) | 0.1 | $6.7M | 10M | 0.66 |
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| Kezar Life Sciences (KZR) | 0.1 | $6.5M | 5.5M | 1.19 |
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| Inspiremd (NSPR) | 0.1 | $6.1M | 1.9M | 3.27 |
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| Oric Pharmaceuticals (ORIC) | 0.1 | $5.4M | -23% | 894k | 6.05 |
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| Cullinan Oncology (CGEM) | 0.1 | $4.9M | 545k | 9.05 |
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| Morphic Hldg (MORF) | 0.1 | $4.8M | 209k | 22.91 |
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| Dex Call Option (DXCM) | 0.1 | $4.7M | NEW | 50k | 93.30 |
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| Relay Therapeutics (RLAY) | 0.1 | $4.2M | NEW | 502k | 8.41 |
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| Ys Biopharma Ordinary Shares (YS) | 0.1 | $3.6M | +5% | 4.5M | 0.80 |
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| Cutera (CUTR) | 0.1 | $3.6M | +55% | 603k | 6.02 |
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| Nextcure (NXTC) | 0.1 | $3.5M | 2.7M | 1.29 |
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| Essa Pharma Com New (EPIX) | 0.1 | $2.6M | -8% | 842k | 3.09 |
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| Vigil Neuroscience (VIGL) | 0.1 | $2.4M | 449k | 5.39 |
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| Karuna Therapeutics Ord (KRTX) | 0.1 | $2.4M | NEW | 14k | 169.09 |
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| Teladoc (TDOC) | 0.0 | $2.0M | NEW | 110k | 18.59 |
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| Chemomab Therapeutics Sponsored Ads (CMMB) | 0.0 | $2.0M | 2.2M | 0.90 |
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| Acutus Medical (AFIB) | 0.0 | $1.8M | 2.6M | 0.70 |
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| Bioatla (BCAB) | 0.0 | $1.7M | -12% | 1.0M | 1.70 |
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| Chardan Healthcare Acqu- Ord (PHGE) | 0.0 | $1.6M | 4.6M | 0.35 |
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| Bolt Biotherapeutics (BOLT) | 0.0 | $1.6M | 1.5M | 1.04 |
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| Protara Therapeutics Com Stk (TARA) | 0.0 | $1.3M | 773k | 1.67 |
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| Synlogic Com New | 0.0 | $1.1M | NEW | 402k | 2.81 |
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| Elevation Oncology (ELEV) | 0.0 | $994k | 1.5M | 0.66 |
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| Heron Therapeutics (HRTX) | 0.0 | $827k | 803k | 1.03 |
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| Calcimedica Com New (CALC) | 0.0 | $791k | 297k | 2.66 |
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| Galecto (GLTO) | 0.0 | $665k | -75% | 925k | 0.72 |
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| Xencor (XNCR) | 0.0 | $386k | NEW | 19k | 20.15 |
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| Altimmune Com New (ALT) | 0.0 | $260k | 100k | 2.60 |
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| Harpoon Therapeutics Com New | 0.0 | $250k | NEW | 62k | 4.03 |
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| Singular Genomics Systems In (OMIC) | 0.0 | $206k | 541k | 0.38 |
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Past Filings by Orbimed Advisors
SEC 13F filings are viewable for Orbimed Advisors going back to 2010
- 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
- Orbimed Advisors 2020 Q1 filed May 15, 2020
- Orbimed Advisors 2019 Q4 filed Feb. 14, 2020