OrbiMed Advisors as of Sept. 30, 2011
Portfolio Holdings for OrbiMed Advisors
OrbiMed Advisors holds 103 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pfizer (PFE) | 5.1 | $137M | 7.8M | 17.68 | |
| WellPoint | 4.5 | $120M | 1.8M | 65.28 | |
| Allergan | 4.3 | $115M | 1.4M | 82.38 | |
| Bristol Myers Squibb (BMY) | 3.9 | $106M | 3.4M | 31.38 | |
| Gilead Sciences (GILD) | 3.5 | $94M | 2.4M | 38.80 | |
| Merck & Co (MRK) | 3.3 | $90M | 2.7M | 32.70 | |
| UnitedHealth (UNH) | 3.1 | $84M | 1.8M | 46.12 | |
| Pharmasset | 3.0 | $81M | 982k | 82.37 | |
| Watson Pharmaceuticals | 2.9 | $79M | 1.2M | 68.25 | |
| Aetna | 2.5 | $67M | 1.9M | 36.34 | |
| Thermo Fisher Scientific (TMO) | 2.5 | $66M | 1.3M | 50.64 | |
| Humana (HUM) | 2.4 | $64M | 885k | 72.73 | |
| Incyte Corporation (INCY) | 2.3 | $62M | 4.4M | 13.97 | |
| Warner Chilcott Plc - | 2.2 | $60M | 4.2M | 14.30 | |
| CIGNA Corporation | 2.1 | $57M | 1.4M | 41.94 | |
| NxStage Medical | 2.1 | $57M | 2.7M | 20.86 | |
| Life Technologies | 2.1 | $56M | 1.4M | 38.43 | |
| BioMarin Pharmaceutical (BMRN) | 1.9 | $53M | 1.7M | 31.87 | |
| Express Scripts | 1.8 | $49M | 1.3M | 37.07 | |
| Vivus | 1.7 | $46M | 5.7M | 8.07 | |
| Pharmacyclics | 1.7 | $45M | 3.8M | 11.83 | |
| Medtronic | 1.6 | $42M | 1.3M | 33.24 | |
| Shire | 1.5 | $40M | 428k | 93.93 | |
| Johnson & Johnson (JNJ) | 1.3 | $35M | 541k | 63.69 | |
| Illumina (ILMN) | 1.2 | $34M | 822k | 40.92 | |
| Elan Corporation | 1.2 | $33M | 3.1M | 10.53 | |
| iShares NASDAQ Biotechnology Index (IBB) | 1.2 | $33M | 350k | 93.35 | |
| Baxter International (BAX) | 1.2 | $32M | 568k | 56.14 | |
| Zimmer Holdings (ZBH) | 1.2 | $32M | 595k | 53.48 | |
| Sequenom | 1.1 | $31M | 6.1M | 5.10 | |
| Affymetrix | 1.1 | $30M | 6.1M | 4.90 | |
| Human Genome Sciences | 1.1 | $30M | 2.4M | 12.69 | |
| Pacira Pharmaceuticals (PCRX) | 1.0 | $28M | 2.8M | 9.93 | |
| Medco Health Solutions | 0.9 | $25M | 522k | 46.89 | |
| Complete Genomics | 0.9 | $24M | 4.2M | 5.87 | |
| Forest Laboratories | 0.9 | $24M | 770k | 30.79 | |
| McKesson Corporation (MCK) | 0.8 | $23M | 310k | 72.70 | |
| Insulet Corporation (PODD) | 0.8 | $22M | 1.5M | 15.26 | |
| MAP Pharmaceuticals | 0.8 | $22M | 1.5M | 14.62 | |
| EXACT Sciences Corporation (EXAS) | 0.8 | $21M | 3.2M | 6.63 | |
| Antares Pharma | 0.8 | $21M | 9.1M | 2.32 | |
| NPS Pharmaceuticals | 0.8 | $21M | 3.2M | 6.51 | |
| 3SBio (SSRX) | 0.8 | $20M | 1.7M | 11.93 | |
| Teva Pharmaceutical Industries (TEVA) | 0.7 | $20M | 537k | 37.22 | |
| OraSure Technologies (OSUR) | 0.7 | $20M | 2.5M | 7.96 | |
| Hospira | 0.7 | $19M | 510k | 37.00 | |
| Stryker Corporation (SYK) | 0.7 | $19M | 399k | 47.13 | |
| Cardinal Health (CAH) | 0.7 | $18M | 437k | 41.88 | |
| Biogen Idec (BIIB) | 0.7 | $18M | 189k | 93.15 | |
| Pernix Therapeutics Holdings | 0.7 | $18M | 2.0M | 8.82 | |
| Amarin Corporation (AMRN) | 0.6 | $17M | 1.8M | 9.20 | |
| Celgene Corporation | 0.6 | $16M | 259k | 61.91 | |
| Align Technology (ALGN) | 0.6 | $16M | 1.0M | 15.17 | |
| Affymax (AFFY) | 0.6 | $15M | 3.4M | 4.48 | |
| Medivation | 0.6 | $15M | 878k | 16.98 | |
| Valeant Pharmaceuticals Int | 0.6 | $15M | 398k | 37.12 | |
| Anthera Pharmaceuticals | 0.5 | $14M | 3.0M | 4.77 | |
| Alexion Pharmaceuticals | 0.5 | $14M | 220k | 64.06 | |
| Given Imaging | 0.5 | $14M | 905k | 15.09 | |
| Incyte Corp note 4.750%10/0 | 0.5 | $14M | 7.7M | 1.77 | |
| Hca Holdings (HCA) | 0.5 | $12M | 601k | 20.16 | |
| CareFusion Corporation | 0.4 | $10M | 434k | 23.95 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $10M | 230k | 44.46 | |
| D Fluidigm Corp Del (LAB) | 0.4 | $10M | 729k | 13.93 | |
| Onyx Pharmaceuticals | 0.4 | $9.9M | 330k | 30.01 | |
| Dendreon Corp note | 0.3 | $9.4M | 13M | 0.72 | |
| K-V Pharmaceutical Company | 0.3 | $8.7M | 6.5M | 1.35 | |
| Amgen (AMGN) | 0.3 | $8.0M | 145k | 54.96 | |
| Endocyte | 0.3 | $8.2M | 769k | 10.60 | |
| Dendreon Corporation | 0.3 | $7.2M | 803k | 9.00 | |
| Inhibitex | 0.3 | $7.0M | 2.8M | 2.46 | |
| Grifols S A | 0.3 | $6.9M | 1.1M | 6.39 | |
| ArQule | 0.2 | $6.3M | 1.2M | 5.05 | |
| Perrigo Company | 0.2 | $6.3M | 64k | 97.11 | |
| Cubist Pharmaceuticals | 0.2 | $5.7M | 163k | 35.33 | |
| Volcano Corporation | 0.2 | $5.5M | 185k | 29.63 | |
| St. Jude Medical | 0.2 | $5.2M | 145k | 36.19 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $4.9M | 157k | 31.25 | |
| Impax Laboratories | 0.2 | $4.8M | 270k | 17.91 | |
| Uroplasty | 0.2 | $4.5M | 923k | 4.85 | |
| Oncothyreon | 0.2 | $4.2M | 700k | 5.98 | |
| DaVita (DVA) | 0.1 | $4.1M | 65k | 62.68 | |
| Hologic (HOLX) | 0.1 | $3.8M | 250k | 15.21 | |
| Boston Scientific Corporation (BSX) | 0.1 | $3.8M | 650k | 5.91 | |
| Anadys Pharmaceuticals (ANDS) | 0.1 | $3.8M | 4.1M | 0.91 | |
| Edwards Lifesciences (EW) | 0.1 | $3.6M | 50k | 71.28 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $3.6M | 73k | 49.36 | |
| Syneron Medical Ltd ord | 0.1 | $3.1M | 316k | 9.91 | |
| Trius Therapeutics | 0.1 | $2.8M | 450k | 6.30 | |
| Athersys | 0.1 | $2.8M | 1.6M | 1.76 | |
| CUBIST PHARM CONVERTIBLE security | 0.1 | $2.7M | 2.0M | 1.36 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.5M | 43k | 58.19 | |
| Covance | 0.1 | $2.2M | 48k | 45.46 | |
| Cynosure | 0.1 | $1.8M | 175k | 10.09 | |
| Volcano Corporation note 2.875% 9/0 | 0.1 | $1.8M | 1.5M | 1.22 | |
| D Tranzyme | 0.1 | $1.8M | 700k | 2.64 | |
| Ariad Pharmaceuticals | 0.1 | $1.7M | 194k | 8.79 | |
| Biodel | 0.1 | $1.6M | 3.0M | 0.54 | |
| Savient Pharmaceuticals | 0.0 | $1.0M | 250k | 4.10 | |
| Pacific Biosciences of California (PACB) | 0.0 | $905k | 282k | 3.21 | |
| Solta Medical | 0.0 | $611k | 489k | 1.25 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $294k | 45k | 6.58 | |
| China Nuokang Bio-Pharmaceutical (NKBP) | 0.0 | $207k | 43k | 4.78 |
