Orbimed Advisors as of Sept. 30, 2013
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 116 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gilead Sciences (GILD) | 5.4 | $300M | 4.8M | 62.87 | |
| Amgen (AMGN) | 5.2 | $294M | 2.6M | 111.93 | |
| Merck & Co (MRK) | 5.2 | $289M | 6.1M | 47.61 | |
| Bristol Myers Squibb (BMY) | 4.5 | $252M | 5.5M | 46.28 | |
| Biogen Idec (BIIB) | 4.4 | $247M | 1.0M | 240.76 | |
| Celgene Corporation | 3.6 | $202M | 1.3M | 154.14 | |
| Mylan | 3.4 | $193M | 5.0M | 38.17 | |
| Incyte Corporation (INCY) | 3.0 | $171M | 4.5M | 38.15 | |
| Regeneron Pharmaceuticals (REGN) | 2.9 | $161M | 513k | 312.87 | |
| Intercept Pharmaceuticals In | 2.6 | $149M | 2.2M | 69.03 | |
| Thermo Fisher Scientific (TMO) | 2.5 | $143M | 1.5M | 92.15 | |
| Medivation | 2.5 | $140M | 2.3M | 59.94 | |
| Agilent Technologies Inc C ommon (A) | 2.3 | $131M | 2.5M | 51.25 | |
| Hca Holdings (HCA) | 2.3 | $131M | 3.1M | 42.75 | |
| Illumina (ILMN) | 2.3 | $129M | 1.6M | 80.83 | |
| Pfizer (PFE) | 2.1 | $115M | 4.0M | 28.73 | |
| BioMarin Pharmaceutical (BMRN) | 2.0 | $114M | 1.6M | 72.17 | |
| Express Scripts Holding | 2.0 | $110M | 1.8M | 61.80 | |
| Insulet Corporation (PODD) | 1.8 | $103M | 2.9M | 36.24 | |
| WellPoint | 1.8 | $101M | 1.2M | 83.61 | |
| Aetna | 1.8 | $99M | 1.6M | 64.02 | |
| UnitedHealth (UNH) | 1.7 | $95M | 1.3M | 71.61 | |
| Actavis | 1.6 | $90M | 625k | 144.00 | |
| Abbvie (ABBV) | 1.6 | $89M | 2.0M | 44.73 | |
| Spdr S&p 500 Etf (SPY) | 1.5 | $84M | 500k | 168.01 | |
| Shire | 1.5 | $83M | 691k | 119.89 | |
| Infinity Pharmaceuticals (INFIQ) | 1.5 | $83M | 4.7M | 17.43 | |
| Molina Healthcare (MOH) | 1.3 | $73M | 2.0M | 35.60 | |
| Impax Laboratories | 1.2 | $67M | 3.3M | 20.47 | |
| Cubist Pharmaceuticals | 1.0 | $58M | 904k | 63.55 | |
| Johnson & Johnson (JNJ) | 1.0 | $57M | 653k | 86.69 | |
| Warner Chilcott Plc - | 1.0 | $56M | 2.4M | 22.93 | |
| EXACT Sciences Corporation (EXAS) | 1.0 | $55M | 4.7M | 11.80 | |
| Exelixis (EXEL) | 0.9 | $51M | 8.7M | 5.82 | |
| Health Net | 0.9 | $48M | 1.5M | 31.70 | |
| InterMune | 0.8 | $44M | 2.9M | 15.38 | |
| CareFusion Corporation | 0.8 | $44M | 1.2M | 36.90 | |
| Affymetrix | 0.7 | $41M | 6.6M | 6.19 | |
| NxStage Medical | 0.7 | $41M | 3.1M | 13.16 | |
| Align Technology (ALGN) | 0.7 | $37M | 766k | 48.10 | |
| Alexion Pharmaceuticals | 0.7 | $37M | 316k | 116.16 | |
| CIGNA Corporation | 0.6 | $34M | 438k | 76.86 | |
| D Fluidigm Corp Del (LAB) | 0.6 | $31M | 1.4M | 21.94 | |
| Array BioPharma | 0.5 | $30M | 4.8M | 6.22 | |
| OraSure Technologies (OSUR) | 0.5 | $29M | 4.9M | 6.01 | |
| Allergan | 0.5 | $27M | 297k | 90.45 | |
| Centene Corporation (CNC) | 0.5 | $27M | 418k | 63.96 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $26M | 338k | 75.82 | |
| XenoPort | 0.4 | $24M | 4.2M | 5.68 | |
| Ambit Bioscience | 0.4 | $23M | 1.5M | 15.50 | |
| Medtronic | 0.4 | $22M | 410k | 53.25 | |
| Incyte Corp note 4.750%10/0 | 0.4 | $22M | 5.0M | 4.36 | |
| Techne Corporation | 0.4 | $21M | 266k | 80.06 | |
| Quintiles Transnatio Hldgs I | 0.3 | $20M | 440k | 44.88 | |
| WellCare Health Plans | 0.3 | $19M | 272k | 69.74 | |
| Antares Pharma | 0.3 | $18M | 4.4M | 4.06 | |
| Cerus Corporation (CERS) | 0.3 | $17M | 2.6M | 6.72 | |
| Mirati Therapeutics | 0.3 | $17M | 1.1M | 15.15 | |
| Receptos | 0.3 | $17M | 645k | 25.97 | |
| Durata Therapeutics | 0.3 | $16M | 1.8M | 9.04 | |
| Valeant Pharmaceuticals Int | 0.3 | $14M | 138k | 104.33 | |
| Onyx Pharmaceuticals | 0.2 | $14M | 112k | 124.70 | |
| ViroPharma Incorporated | 0.2 | $14M | 350k | 39.26 | |
| Abbott Laboratories (ABT) | 0.2 | $13M | 400k | 33.19 | |
| XOMA CORP Common equity shares | 0.2 | $13M | 2.8M | 4.49 | |
| Teva Pharmaceutical Industries (TEVA) | 0.2 | $11M | 300k | 37.78 | |
| Community Health Systems (CYH) | 0.2 | $11M | 272k | 41.50 | |
| Merge Healthcare | 0.2 | $11M | 4.3M | 2.61 | |
| Sinovac Biotech | 0.2 | $11M | 1.9M | 5.98 | |
| Baxter International (BAX) | 0.2 | $11M | 163k | 65.69 | |
| Dynavax Technologies Corporation | 0.2 | $11M | 9.0M | 1.19 | |
| Cardinal Health (CAH) | 0.2 | $9.9M | 189k | 52.15 | |
| ArQule | 0.2 | $10M | 4.4M | 2.33 | |
| McKesson Corporation (MCK) | 0.2 | $9.8M | 76k | 128.30 | |
| Curis | 0.2 | $8.7M | 2.0M | 4.46 | |
| Portola Pharmaceuticals | 0.2 | $8.7M | 327k | 26.75 | |
| Perrigo Company | 0.1 | $8.2M | 66k | 123.37 | |
| ACADIA Pharmaceuticals (ACAD) | 0.1 | $8.6M | 312k | 27.47 | |
| Synageva Biopharma | 0.1 | $8.2M | 130k | 63.39 | |
| Vocera Communications | 0.1 | $8.3M | 448k | 18.60 | |
| AVANIR Pharmaceuticals | 0.1 | $7.9M | 1.9M | 4.23 | |
| Inspiremd | 0.1 | $7.9M | 3.4M | 2.33 | |
| DaVita (DVA) | 0.1 | $7.4M | 130k | 56.90 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $6.5M | 575k | 11.32 | |
| Jazz Pharmaceuticals (JAZZ) | 0.1 | $6.6M | 72k | 91.97 | |
| St. Jude Medical | 0.1 | $6.4M | 120k | 53.64 | |
| Pernix Therapeutics Holdings | 0.1 | $6.3M | 2.3M | 2.72 | |
| Bluebird Bio (BLUE) | 0.1 | $6.0M | 223k | 26.96 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.1 | $5.8M | 1.9M | 3.05 | |
| Endo Pharmaceuticals | 0.1 | $4.8M | 105k | 45.44 | |
| Forest Laboratories | 0.1 | $5.1M | 120k | 42.79 | |
| Uroplasty | 0.1 | $4.8M | 1.4M | 3.31 | |
| C.R. Bard | 0.1 | $4.4M | 38k | 115.21 | |
| Stryker Corporation (SYK) | 0.1 | $4.5M | 66k | 67.59 | |
| Questcor Pharmaceuticals | 0.1 | $4.6M | 80k | 58.00 | |
| Aegerion Pharmaceuticals | 0.1 | $4.3M | 50k | 85.76 | |
| Supernus Pharmaceuticals (SUPN) | 0.1 | $4.7M | 639k | 7.33 | |
| Zimmer Holdings (ZBH) | 0.1 | $3.7M | 45k | 82.13 | |
| Covance | 0.1 | $4.2M | 48k | 86.46 | |
| Amarin Corporation (AMRN) | 0.1 | $3.8M | 600k | 6.32 | |
| Anthera Pharmaceutcls | 0.1 | $3.7M | 933k | 4.02 | |
| Edwards Lifesciences (EW) | 0.1 | $3.5M | 50k | 69.64 | |
| Keryx Biopharmaceuticals | 0.1 | $2.5M | 250k | 10.09 | |
| Qlt | 0.1 | $2.8M | 600k | 4.63 | |
| Dendreon Corporation | 0.1 | $2.5M | 868k | 2.93 | |
| Celgene Corp right 12/31/2011 | 0.1 | $2.9M | 361k | 8.04 | |
| Biolinerx Ltd-spons | 0.1 | $2.9M | 1.3M | 2.19 | |
| Biodel | 0.1 | $2.8M | 897k | 3.15 | |
| Array Biopharma Inc note 3.000% 6/0 | 0.1 | $2.6M | 2.3M | 1.12 | |
| Boston Scientific Corporation (BSX) | 0.0 | $2.0M | 170k | 11.74 | |
| Vanda Pharmaceuticals (VNDA) | 0.0 | $1.5M | 139k | 10.95 | |
| WuXi PharmaTech | 0.0 | $863k | 32k | 27.40 | |
| Bacterin Intl Hldgs | 0.0 | $1.2M | 1.8M | 0.67 | |
| Esperion Therapeutics (ESPR) | 0.0 | $1.1M | 61k | 18.87 | |
| Myriad Genetics (MYGN) | 0.0 | $705k | 30k | 23.50 | |
| Chindex International | 0.0 | $545k | 32k | 17.03 |
