OrbiMed Advisors as of March 31, 2012
Portfolio Holdings for OrbiMed Advisors
OrbiMed Advisors holds 107 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pfizer (PFE) | 7.0 | $235M | 10M | 22.64 | |
| Bristol Myers Squibb (BMY) | 4.9 | $165M | 4.9M | 33.75 | |
| Gilead Sciences (GILD) | 4.2 | $140M | 2.9M | 48.86 | |
| Watson Pharmaceuticals | 3.4 | $114M | 1.7M | 67.06 | |
| Life Technologies | 2.9 | $97M | 2.0M | 48.82 | |
| Biogen Idec (BIIB) | 2.8 | $93M | 734k | 126.00 | |
| Merck & Co (MRK) | 2.7 | $92M | 2.4M | 38.40 | |
| WellPoint | 2.7 | $92M | 1.2M | 73.80 | |
| Incyte Corporation (INCY) | 2.6 | $89M | 4.6M | 19.30 | |
| Abbott Laboratories (ABT) | 2.6 | $87M | 1.4M | 61.29 | |
| UnitedHealth (UNH) | 2.5 | $85M | 1.4M | 58.94 | |
| Medco Health Solutions | 2.5 | $85M | 1.2M | 70.30 | |
| Aetna | 2.3 | $79M | 1.6M | 50.16 | |
| Warner Chilcott Plc - | 2.3 | $79M | 4.7M | 16.81 | |
| Onyx Pharmaceuticals | 2.1 | $71M | 1.9M | 37.68 | |
| Humana (HUM) | 2.1 | $69M | 750k | 92.48 | |
| Questcor Pharmaceuticals | 2.1 | $69M | 1.8M | 37.62 | |
| Allergan | 2.0 | $67M | 707k | 95.43 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $60M | 1.1M | 56.38 | |
| Impax Laboratories | 1.7 | $58M | 2.4M | 24.58 | |
| Vivus | 1.7 | $58M | 2.6M | 22.36 | |
| NxStage Medical | 1.6 | $53M | 2.7M | 19.27 | |
| Elan Corporation | 1.4 | $47M | 3.1M | 15.01 | |
| Baxter International (BAX) | 1.3 | $45M | 748k | 59.78 | |
| iShares NASDAQ Biotechnology Index (IBB) | 1.3 | $43M | 350k | 123.30 | |
| Celgene Corporation | 1.2 | $42M | 537k | 77.52 | |
| Medtronic | 1.2 | $40M | 1.0M | 39.19 | |
| EXACT Sciences Corporation (EXAS) | 1.2 | $40M | 3.5M | 11.16 | |
| Regeneron Pharmaceuticals (REGN) | 1.1 | $37M | 319k | 116.62 | |
| BioMarin Pharmaceutical (BMRN) | 1.1 | $36M | 1.1M | 34.25 | |
| Shire | 1.0 | $34M | 356k | 94.75 | |
| Zimmer Holdings (ZBH) | 1.0 | $34M | 523k | 64.28 | |
| Chemocentryx | 1.0 | $34M | 3.2M | 10.66 | |
| ImmunoGen | 1.0 | $33M | 2.3M | 14.39 | |
| OraSure Technologies (OSUR) | 0.9 | $32M | 2.8M | 11.49 | |
| 3SBio (SSRX) | 0.9 | $32M | 2.1M | 14.80 | |
| Johnson & Johnson (JNJ) | 0.9 | $30M | 451k | 65.96 | |
| Affymetrix | 0.9 | $30M | 6.9M | 4.27 | |
| Pacira Pharmaceuticals (PCRX) | 0.8 | $28M | 2.4M | 11.54 | |
| Dendreon Corporation | 0.8 | $28M | 2.6M | 10.66 | |
| Antares Pharma | 0.8 | $28M | 8.6M | 3.23 | |
| Neurocrine Biosciences (NBIX) | 0.8 | $27M | 3.4M | 7.97 | |
| Sequenom | 0.8 | $26M | 6.5M | 4.07 | |
| Insulet Corporation (PODD) | 0.8 | $25M | 1.3M | 19.14 | |
| Affymax (AFFY) | 0.7 | $22M | 1.9M | 11.74 | |
| Ariad Pharmaceuticals | 0.7 | $23M | 1.4M | 15.98 | |
| Array BioPharma | 0.6 | $21M | 6.3M | 3.40 | |
| Amarin Corporation (AMRN) | 0.6 | $21M | 1.8M | 11.32 | |
| Stryker Corporation (SYK) | 0.6 | $20M | 362k | 55.48 | |
| Forest Laboratories | 0.6 | $20M | 578k | 34.69 | |
| Align Technology (ALGN) | 0.6 | $20M | 738k | 27.55 | |
| Alexion Pharmaceuticals | 0.6 | $20M | 216k | 92.86 | |
| Pernix Therapeutics Holdings | 0.6 | $19M | 2.1M | 9.00 | |
| NPS Pharmaceuticals | 0.5 | $18M | 2.6M | 6.84 | |
| Incyte Corp note 4.750%10/0 | 0.5 | $18M | 7.7M | 2.32 | |
| Amgen (AMGN) | 0.5 | $17M | 256k | 67.97 | |
| Hca Holdings (HCA) | 0.5 | $17M | 699k | 24.74 | |
| Given Imaging | 0.5 | $15M | 819k | 18.73 | |
| Valeant Pharmaceuticals Int | 0.4 | $13M | 248k | 53.69 | |
| Human Genome Sciences | 0.4 | $13M | 1.6M | 8.24 | |
| XOMA CORP Common equity shares | 0.4 | $13M | 4.5M | 2.77 | |
| Perrigo Company | 0.4 | $12M | 118k | 103.31 | |
| Dendreon Corp note | 0.4 | $12M | 15M | 0.80 | |
| Complete Genomics | 0.3 | $12M | 4.2M | 2.82 | |
| CIGNA Corporation | 0.3 | $12M | 235k | 49.25 | |
| Express Scripts | 0.3 | $11M | 210k | 54.18 | |
| D Fluidigm Corp Del (LAB) | 0.3 | $11M | 719k | 15.73 | |
| Eli Lilly & Co. (LLY) | 0.3 | $11M | 272k | 40.27 | |
| McKesson Corporation (MCK) | 0.3 | $11M | 124k | 87.77 | |
| Natus Medical | 0.3 | $11M | 915k | 11.93 | |
| Cardinal Health (CAH) | 0.3 | $9.7M | 225k | 43.11 | |
| CareFusion Corporation | 0.3 | $9.6M | 370k | 25.93 | |
| Endocyte | 0.3 | $9.5M | 1.9M | 4.98 | |
| MAP Pharmaceuticals | 0.2 | $8.4M | 583k | 14.36 | |
| K-V Pharmaceutical Company | 0.2 | $7.9M | 6.0M | 1.32 | |
| Amylin Pharmaceuticals | 0.2 | $8.1M | 325k | 24.96 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $7.0M | 157k | 44.51 | |
| Oncothyreon | 0.2 | $6.7M | 1.5M | 4.36 | |
| Cubist Pharmaceuticals | 0.2 | $6.2M | 144k | 43.25 | |
| St. Jude Medical | 0.2 | $6.4M | 145k | 44.31 | |
| Hi-Tech Pharmacal | 0.2 | $5.9M | 164k | 35.93 | |
| DaVita (DVA) | 0.2 | $5.9M | 65k | 90.17 | |
| Hologic (HOLX) | 0.2 | $5.4M | 250k | 21.55 | |
| Volcano Corporation | 0.2 | $5.3M | 185k | 28.38 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $4.9M | 119k | 41.01 | |
| Uroplasty | 0.1 | $5.2M | 1.7M | 3.01 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $4.5M | 73k | 61.15 | |
| Verastem | 0.1 | $4.5M | 409k | 10.93 | |
| Boston Scientific Corporation (BSX) | 0.1 | $3.9M | 650k | 5.98 | |
| Edwards Lifesciences (EW) | 0.1 | $3.6M | 50k | 72.74 | |
| Salix Pharmaceuticals | 0.1 | $3.7M | 70k | 52.50 | |
| Cynosure | 0.1 | $3.5M | 198k | 17.86 | |
| Syneron Medical Ltd ord | 0.1 | $3.4M | 313k | 10.72 | |
| CUBIST PHARM CONVERTIBLE security | 0.1 | $3.2M | 2.0M | 1.60 | |
| Medivation | 0.1 | $2.5M | 34k | 74.71 | |
| Anthera Pharmaceuticals | 0.1 | $2.8M | 1.3M | 2.21 | |
| Celsion Corporation | 0.1 | $2.8M | 1.5M | 1.90 | |
| Covance | 0.1 | $2.3M | 48k | 47.62 | |
| Masimo Corporation (MASI) | 0.1 | $2.4M | 103k | 23.38 | |
| Athersys | 0.1 | $2.5M | 1.6M | 1.55 | |
| Biodel | 0.1 | $2.1M | 3.6M | 0.59 | |
| Volcano Corporation note 2.875% 9/0 | 0.1 | $1.8M | 1.5M | 1.20 | |
| China Nuokang Bio-Pharmaceutical (NKBP) | 0.0 | $1.2M | 373k | 3.19 | |
| Solta Medical | 0.0 | $1.5M | 484k | 3.03 | |
| XenoPort | 0.0 | $563k | 125k | 4.50 | |
| Sinovac Biotech (SVA) | 0.0 | $508k | 249k | 2.04 | |
| Trius Therapeutics | 0.0 | $437k | 82k | 5.36 |
