OrbiMed Advisors as of Sept. 30, 2012
Portfolio Holdings for OrbiMed Advisors
OrbiMed Advisors holds 102 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pfizer (PFE) | 6.4 | $221M | 8.9M | 24.85 | |
| Merck & Co (MRK) | 6.0 | $209M | 4.6M | 45.10 | |
| Gilead Sciences (GILD) | 5.7 | $198M | 3.0M | 66.33 | |
| Abbott Laboratories (ABT) | 5.5 | $190M | 2.8M | 68.56 | |
| Onyx Pharmaceuticals | 3.8 | $133M | 1.6M | 84.50 | |
| Express Scripts Holding | 3.6 | $125M | 2.0M | 62.63 | |
| Biogen Idec (BIIB) | 3.4 | $118M | 790k | 149.21 | |
| Bristol Myers Squibb (BMY) | 2.9 | $99M | 2.9M | 33.75 | |
| Life Technologies | 2.7 | $94M | 1.9M | 48.86 | |
| Illumina (ILMN) | 2.7 | $93M | 1.9M | 48.19 | |
| Watson Pharmaceuticals | 2.4 | $84M | 990k | 85.16 | |
| UnitedHealth (UNH) | 2.1 | $75M | 1.4M | 55.41 | |
| Incyte Corporation (INCY) | 2.1 | $73M | 4.1M | 18.05 | |
| WellPoint | 2.0 | $69M | 1.2M | 58.01 | |
| Impax Laboratories | 1.8 | $63M | 2.4M | 25.96 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $61M | 1.0M | 58.83 | |
| OraSure Technologies (OSUR) | 1.6 | $58M | 5.2M | 11.11 | |
| Vivus | 1.6 | $56M | 3.2M | 17.81 | |
| Affymax (AFFY) | 1.6 | $56M | 2.6M | 21.06 | |
| EXACT Sciences Corporation (EXAS) | 1.5 | $53M | 4.8M | 11.00 | |
| BioMarin Pharmaceutical (BMRN) | 1.4 | $50M | 1.2M | 40.26 | |
| Humana (HUM) | 1.4 | $49M | 699k | 70.15 | |
| Hca Holdings (HCA) | 1.4 | $47M | 1.4M | 33.25 | |
| Infinity Pharmaceuticals (INFIQ) | 1.3 | $45M | 1.9M | 23.51 | |
| Medivation | 1.3 | $44M | 777k | 56.35 | |
| Warner Chilcott Plc - | 1.2 | $44M | 3.2M | 13.50 | |
| Supernus Pharmaceuticals (SUPN) | 1.2 | $42M | 3.6M | 11.55 | |
| Aetna | 1.1 | $38M | 971k | 39.60 | |
| Allergan | 1.1 | $38M | 411k | 91.58 | |
| Zimmer Holdings (ZBH) | 1.1 | $38M | 557k | 67.62 | |
| NxStage Medical | 1.0 | $36M | 2.7M | 13.21 | |
| Neurocrine Biosciences (NBIX) | 1.0 | $35M | 4.4M | 7.98 | |
| MAP Pharmaceuticals | 1.0 | $35M | 2.3M | 15.57 | |
| Regeneron Pharmaceuticals (REGN) | 0.9 | $33M | 216k | 152.66 | |
| Baxter International (BAX) | 0.9 | $32M | 524k | 60.27 | |
| Affymetrix | 0.8 | $30M | 6.8M | 4.34 | |
| Celgene Corporation | 0.8 | $29M | 374k | 76.40 | |
| ImmunoGen | 0.8 | $28M | 1.9M | 14.59 | |
| Pacira Pharmaceuticals (PCRX) | 0.8 | $28M | 1.6M | 17.40 | |
| Antares Pharma | 0.8 | $28M | 6.3M | 4.36 | |
| 3SBio (SSRX) | 0.8 | $27M | 2.1M | 12.99 | |
| Array BioPharma | 0.8 | $26M | 4.5M | 5.85 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.7 | $25M | 450k | 55.89 | |
| Eli Lilly & Co. (LLY) | 0.7 | $25M | 523k | 47.41 | |
| Alexion Pharmaceuticals | 0.7 | $24M | 214k | 114.40 | |
| NPS Pharmaceuticals | 0.7 | $24M | 2.6M | 9.25 | |
| Sequenom | 0.7 | $24M | 6.7M | 3.53 | |
| MAKO Surgical | 0.7 | $24M | 1.3M | 17.41 | |
| D Fluidigm Corp Del (LAB) | 0.7 | $23M | 1.4M | 17.00 | |
| Natus Medical | 0.6 | $20M | 1.5M | 13.07 | |
| Incyte Corp note 4.750%10/0 | 0.5 | $19M | 8.7M | 2.15 | |
| Pernix Therapeutics Holdings | 0.5 | $19M | 2.5M | 7.45 | |
| Ariad Pharmaceuticals | 0.5 | $18M | 732k | 24.21 | |
| Dendreon Corporation | 0.5 | $17M | 3.6M | 4.81 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $14M | 100k | 143.97 | |
| CIGNA Corporation | 0.4 | $14M | 300k | 47.17 | |
| XenoPort | 0.4 | $14M | 1.2M | 11.45 | |
| Perrigo Company | 0.4 | $14M | 118k | 116.17 | |
| Given Imaging | 0.3 | $12M | 839k | 14.57 | |
| Endocyte | 0.3 | $11M | 1.1M | 9.97 | |
| Hi-Tech Pharmacal | 0.3 | $11M | 322k | 33.11 | |
| Repros Therapeutics | 0.3 | $9.0M | 591k | 15.23 | |
| Health Care SPDR (XLV) | 0.2 | $8.0M | 200k | 40.12 | |
| Valeant Pharmaceuticals Int | 0.2 | $7.6M | 138k | 55.27 | |
| Amarin Corporation | 0.2 | $7.5M | 600k | 12.58 | |
| Oncothyreon | 0.2 | $7.8M | 1.5M | 5.13 | |
| Salix Pharmaceuticals | 0.2 | $7.2M | 171k | 42.34 | |
| XOMA CORP Common equity shares | 0.2 | $7.2M | 1.9M | 3.69 | |
| Cubist Pharmaceuticals | 0.2 | $6.9M | 144k | 47.69 | |
| DaVita (DVA) | 0.2 | $6.7M | 65k | 103.62 | |
| McKesson Corporation (MCK) | 0.2 | $6.5M | 76k | 86.03 | |
| Uroplasty | 0.2 | $6.7M | 1.8M | 3.81 | |
| Stryker Corporation (SYK) | 0.2 | $6.4M | 115k | 55.66 | |
| St. Jude Medical | 0.2 | $6.1M | 145k | 42.13 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $6.0M | 157k | 38.45 | |
| Masimo Corporation (MASI) | 0.2 | $6.1M | 251k | 24.18 | |
| Achillion Pharmaceuticals | 0.2 | $5.4M | 519k | 10.40 | |
| Cardinal Health (CAH) | 0.1 | $5.3M | 135k | 38.97 | |
| Edwards Lifesciences (EW) | 0.1 | $5.4M | 50k | 107.38 | |
| Hologic (HOLX) | 0.1 | $5.1M | 250k | 20.22 | |
| Volcano Corporation | 0.1 | $5.3M | 185k | 28.57 | |
| Celsion Corporation | 0.1 | $5.1M | 935k | 5.44 | |
| Medtronic | 0.1 | $4.7M | 110k | 43.12 | |
| Insulet Corporation (PODD) | 0.1 | $5.0M | 230k | 21.58 | |
| CareFusion Corporation | 0.1 | $4.4M | 155k | 28.39 | |
| Forest Laboratories | 0.1 | $4.3M | 120k | 35.61 | |
| Complete Genomics | 0.1 | $4.0M | 1.3M | 3.11 | |
| Dendreon Corp note | 0.1 | $4.3M | 6.5M | 0.66 | |
| Biodel | 0.1 | $4.1M | 1.4M | 2.97 | |
| Boston Scientific Corporation (BSX) | 0.1 | $3.7M | 650k | 5.74 | |
| Verastem | 0.1 | $3.9M | 418k | 9.39 | |
| GROUP Affymetrix Inc cnv | 0.1 | $4.0M | 4.1M | 0.97 | |
| Syneron Medical Ltd ord | 0.1 | $3.4M | 350k | 9.75 | |
| CUBIST PHARM CONVERTIBLE security | 0.1 | $3.5M | 2.0M | 1.73 | |
| Amgen (AMGN) | 0.1 | $2.6M | 31k | 84.30 | |
| Covance | 0.1 | $2.2M | 48k | 46.69 | |
| Volcano Corporation note 2.875% 9/0 | 0.1 | $1.8M | 1.5M | 1.19 | |
| Athersys | 0.1 | $1.8M | 1.3M | 1.39 | |
| Auxilium Pharmaceuticals | 0.0 | $1.5M | 60k | 24.47 | |
| Solta Medical | 0.0 | $1.4M | 457k | 3.14 | |
| Elan Corporation | 0.0 | $1.1M | 100k | 10.72 | |
| Nordion | 0.0 | $540k | 80k | 6.75 |
