OrbiMed Advisors as of June 30, 2012
Portfolio Holdings for OrbiMed Advisors
OrbiMed Advisors holds 105 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pfizer (PFE) | 6.4 | $234M | 10M | 23.00 | |
| Bristol Myers Squibb (BMY) | 5.5 | $201M | 5.6M | 35.95 | |
| Gilead Sciences (GILD) | 4.1 | $150M | 2.9M | 51.28 | |
| Merck & Co (MRK) | 4.0 | $145M | 3.5M | 41.75 | |
| Abbott Laboratories (ABT) | 3.5 | $128M | 2.0M | 64.47 | |
| Express Scripts Holding | 3.3 | $120M | 2.1M | 55.83 | |
| Biogen Idec (BIIB) | 3.1 | $112M | 777k | 144.38 | |
| Onyx Pharmaceuticals | 3.0 | $110M | 1.7M | 66.45 | |
| Life Technologies | 2.5 | $92M | 2.0M | 44.99 | |
| Watson Pharmaceuticals | 2.5 | $92M | 1.2M | 73.99 | |
| Incyte Corporation (INCY) | 2.5 | $91M | 4.0M | 22.70 | |
| WellPoint | 2.3 | $84M | 1.3M | 63.79 | |
| UnitedHealth (UNH) | 2.3 | $83M | 1.4M | 58.50 | |
| Vivus | 2.1 | $78M | 2.7M | 28.54 | |
| Illumina (ILMN) | 2.1 | $75M | 1.9M | 40.39 | |
| Auxilium Pharmaceuticals | 1.9 | $71M | 2.6M | 26.89 | |
| Questcor Pharmaceuticals | 1.9 | $70M | 1.3M | 53.24 | |
| Warner Chilcott Plc - | 1.9 | $71M | 3.9M | 17.93 | |
| Baxter International (BAX) | 1.6 | $59M | 1.1M | 53.15 | |
| Humana (HUM) | 1.6 | $58M | 750k | 77.44 | |
| Allergan | 1.6 | $58M | 625k | 92.57 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $56M | 1.1M | 51.91 | |
| BioMarin Pharmaceutical (BMRN) | 1.5 | $55M | 1.4M | 39.58 | |
| OraSure Technologies (OSUR) | 1.5 | $54M | 4.8M | 11.24 | |
| Elan Corporation | 1.4 | $51M | 3.5M | 14.59 | |
| Impax Laboratories | 1.3 | $49M | 2.4M | 20.27 | |
| NxStage Medical | 1.3 | $46M | 2.7M | 16.76 | |
| EXACT Sciences Corporation (EXAS) | 1.2 | $43M | 4.0M | 10.72 | |
| Hca Holdings (HCA) | 1.2 | $43M | 1.4M | 30.43 | |
| Aetna | 1.2 | $42M | 1.1M | 38.77 | |
| ImmunoGen | 1.1 | $39M | 2.3M | 16.74 | |
| Zimmer Holdings (ZBH) | 1.0 | $37M | 581k | 64.36 | |
| Chemocentryx | 1.0 | $36M | 2.4M | 15.00 | |
| Celgene Corporation | 0.9 | $35M | 537k | 64.16 | |
| Dendreon Corporation | 0.9 | $34M | 4.6M | 7.40 | |
| Supernus Pharmaceuticals (SUPN) | 0.9 | $34M | 3.6M | 9.36 | |
| Neurocrine Biosciences (NBIX) | 0.9 | $33M | 4.2M | 7.89 | |
| Affymetrix | 0.9 | $32M | 6.8M | 4.69 | |
| Pacira Pharmaceuticals (PCRX) | 0.9 | $32M | 2.0M | 16.04 | |
| Johnson & Johnson (JNJ) | 0.8 | $31M | 451k | 67.56 | |
| 3SBio (SSRX) | 0.8 | $29M | 2.1M | 13.65 | |
| Shire | 0.8 | $27M | 316k | 86.39 | |
| Sequenom | 0.7 | $26M | 6.5M | 4.06 | |
| Antares Pharma | 0.7 | $27M | 7.3M | 3.63 | |
| Affymax (AFFY) | 0.7 | $25M | 2.0M | 12.88 | |
| Regeneron Pharmaceuticals (REGN) | 0.6 | $23M | 203k | 114.22 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $23M | 419k | 55.92 | |
| Incyte Corp note 4.750%10/0 | 0.6 | $23M | 8.7M | 2.65 | |
| Alexion Pharmaceuticals | 0.6 | $21M | 214k | 99.30 | |
| NPS Pharmaceuticals | 0.6 | $21M | 2.4M | 8.61 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.5 | $20M | 150k | 129.96 | |
| Array BioPharma | 0.5 | $19M | 5.4M | 3.47 | |
| Amgen (AMGN) | 0.5 | $19M | 256k | 72.91 | |
| Amarin Corporation (AMRN) | 0.5 | $17M | 1.2M | 14.46 | |
| Pernix Therapeutics Holdings | 0.5 | $18M | 2.4M | 7.29 | |
| Insulet Corporation (PODD) | 0.5 | $17M | 780k | 21.37 | |
| Natus Medical | 0.5 | $17M | 1.4M | 11.62 | |
| D Fluidigm Corp Del (LAB) | 0.4 | $16M | 1.0M | 15.04 | |
| CIGNA Corporation | 0.4 | $15M | 348k | 44.00 | |
| Endocyte | 0.4 | $15M | 1.9M | 8.22 | |
| Ariad Pharmaceuticals | 0.4 | $15M | 869k | 17.21 | |
| Perrigo Company | 0.4 | $14M | 118k | 117.93 | |
| Given Imaging | 0.4 | $13M | 819k | 15.80 | |
| MAP Pharmaceuticals | 0.3 | $13M | 841k | 14.95 | |
| Eli Lilly & Co. (LLY) | 0.3 | $12M | 272k | 42.91 | |
| Health Care SPDR (XLV) | 0.3 | $11M | 300k | 38.01 | |
| XOMA CORP Common equity shares | 0.3 | $10M | 3.4M | 2.98 | |
| Complete Genomics | 0.2 | $7.8M | 4.2M | 1.87 | |
| McKesson Corporation (MCK) | 0.2 | $7.1M | 76k | 93.75 | |
| Uroplasty | 0.2 | $7.3M | 1.6M | 4.59 | |
| Arena Pharmaceuticals | 0.2 | $7.0M | 700k | 9.98 | |
| Oncothyreon | 0.2 | $6.8M | 1.4M | 4.68 | |
| DaVita (DVA) | 0.2 | $6.4M | 65k | 98.22 | |
| Stryker Corporation (SYK) | 0.2 | $6.3M | 115k | 55.10 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $6.2M | 157k | 39.24 | |
| Valeant Pharmaceuticals Int | 0.2 | $6.2M | 138k | 44.79 | |
| Cardinal Health (CAH) | 0.2 | $5.7M | 135k | 42.00 | |
| St. Jude Medical | 0.2 | $5.8M | 145k | 39.91 | |
| Hi-Tech Pharmacal | 0.1 | $5.4M | 166k | 32.40 | |
| Cubist Pharmaceuticals | 0.1 | $5.5M | 144k | 37.91 | |
| Volcano Corporation | 0.1 | $5.3M | 185k | 28.65 | |
| Masimo Corporation (MASI) | 0.1 | $5.6M | 251k | 22.38 | |
| Hospira | 0.1 | $5.2M | 150k | 34.98 | |
| Edwards Lifesciences (EW) | 0.1 | $5.2M | 50k | 103.30 | |
| Celsion Corporation | 0.1 | $4.6M | 1.5M | 3.07 | |
| Hologic (HOLX) | 0.1 | $4.5M | 250k | 18.04 | |
| Medtronic | 0.1 | $4.3M | 110k | 38.73 | |
| Forest Laboratories | 0.1 | $4.2M | 120k | 34.99 | |
| Idenix Pharmaceuticals | 0.1 | $4.5M | 438k | 10.28 | |
| Dendreon Corp note | 0.1 | $4.5M | 6.5M | 0.69 | |
| CareFusion Corporation | 0.1 | $4.0M | 155k | 25.68 | |
| Verastem | 0.1 | $4.0M | 409k | 9.69 | |
| Boston Scientific Corporation (BSX) | 0.1 | $3.7M | 650k | 5.67 | |
| Syneron Medical Ltd ord | 0.1 | $3.6M | 350k | 10.38 | |
| Salix Pharmaceuticals | 0.1 | $3.8M | 70k | 54.44 | |
| Biodel | 0.1 | $3.6M | 1.4M | 2.58 | |
| Medivation | 0.1 | $3.1M | 34k | 91.41 | |
| CUBIST PHARM CONVERTIBLE security | 0.1 | $2.9M | 2.0M | 1.44 | |
| Orexigen Therapeutics | 0.1 | $2.6M | 475k | 5.54 | |
| Athersys | 0.1 | $2.6M | 1.6M | 1.61 | |
| Amylin Pharmaceuticals | 0.1 | $2.1M | 75k | 28.20 | |
| Covance | 0.1 | $2.3M | 48k | 47.85 | |
| Volcano Corporation note 2.875% 9/0 | 0.1 | $1.8M | 1.5M | 1.20 | |
| Solta Medical | 0.0 | $1.3M | 457k | 2.93 | |
| Sinovac Biotech (SVA) | 0.0 | $317k | 150k | 2.11 |
