Orbimed Advisors as of Dec. 31, 2013
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 112 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gilead Sciences (GILD) | 5.5 | $375M | 5.0M | 75.10 | |
| Bristol Myers Squibb (BMY) | 4.7 | $320M | 6.0M | 53.15 | |
| Biogen Idec (BIIB) | 4.5 | $306M | 1.1M | 279.57 | |
| Celgene Corporation | 4.4 | $297M | 1.8M | 168.97 | |
| Amgen (AMGN) | 4.2 | $287M | 2.5M | 114.08 | |
| Relypsa | 3.6 | $249M | 9.9M | 25.00 | |
| Abbvie (ABBV) | 3.1 | $212M | 4.0M | 52.81 | |
| Incyte Corporation (INCY) | 3.1 | $210M | 4.1M | 50.63 | |
| Regeneron Pharmaceuticals (REGN) | 3.0 | $203M | 739k | 275.24 | |
| Medivation | 2.9 | $199M | 3.1M | 63.82 | |
| Illumina (ILMN) | 2.8 | $188M | 1.7M | 110.59 | |
| Mylan | 2.7 | $183M | 4.2M | 43.40 | |
| Hca Holdings (HCA) | 2.6 | $179M | 3.8M | 47.71 | |
| Agilent Technologies Inc C ommon (A) | 2.5 | $173M | 3.0M | 57.19 | |
| Thermo Fisher Scientific (TMO) | 2.5 | $171M | 1.5M | 111.35 | |
| Perrigo Company | 2.1 | $146M | 948k | 153.46 | |
| Merck & Co (MRK) | 1.9 | $128M | 2.5M | 50.05 | |
| Actavis | 1.8 | $120M | 713k | 168.00 | |
| Intercept Pharmaceuticals In | 1.7 | $119M | 1.7M | 68.28 | |
| InterMune | 1.7 | $113M | 7.7M | 14.73 | |
| Pfizer (PFE) | 1.6 | $109M | 3.6M | 30.63 | |
| Impax Laboratories | 1.6 | $107M | 4.2M | 25.14 | |
| Insulet Corporation (PODD) | 1.6 | $107M | 2.9M | 37.10 | |
| Shire | 1.5 | $102M | 724k | 141.29 | |
| BioMarin Pharmaceutical (BMRN) | 1.5 | $100M | 1.4M | 70.35 | |
| Express Scripts Holding | 1.3 | $90M | 1.3M | 70.24 | |
| Allergan | 1.3 | $86M | 775k | 111.08 | |
| CareFusion Corporation | 1.3 | $87M | 2.2M | 39.82 | |
| Acceleron Pharma | 1.2 | $84M | 2.1M | 39.60 | |
| Aetna | 1.2 | $81M | 1.2M | 68.59 | |
| Zimmer Holdings (ZBH) | 1.1 | $78M | 835k | 93.19 | |
| Molina Healthcare (MOH) | 1.1 | $72M | 2.1M | 34.75 | |
| Infinity Pharmaceuticals (INFIQ) | 1.0 | $66M | 4.8M | 13.81 | |
| UnitedHealth (UNH) | 0.9 | $60M | 791k | 75.30 | |
| EXACT Sciences Corporation (EXAS) | 0.9 | $60M | 5.1M | 11.75 | |
| Affymetrix | 0.9 | $58M | 6.8M | 8.57 | |
| Exelixis (EXEL) | 0.8 | $58M | 9.4M | 6.13 | |
| Johnson & Johnson (JNJ) | 0.8 | $57M | 626k | 91.59 | |
| McKesson Corporation (MCK) | 0.8 | $57M | 355k | 161.40 | |
| D Fluidigm Corp Del (LAB) | 0.8 | $55M | 1.4M | 38.28 | |
| Stryker Corporation (SYK) | 0.8 | $54M | 717k | 75.14 | |
| St. Jude Medical | 0.8 | $52M | 834k | 61.95 | |
| Health Net | 0.7 | $46M | 1.6M | 29.67 | |
| Qiagen | 0.7 | $46M | 1.9M | 23.81 | |
| WellPoint | 0.6 | $40M | 429k | 92.39 | |
| Celldex Therapeutics | 0.5 | $32M | 1.3M | 24.21 | |
| Prothena (PRTA) | 0.5 | $32M | 1.2M | 26.52 | |
| OraSure Technologies (OSUR) | 0.5 | $31M | 5.0M | 6.29 | |
| Alexion Pharmaceuticals | 0.5 | $31M | 233k | 132.89 | |
| Intuitive Surgical (ISRG) | 0.4 | $29M | 75k | 384.08 | |
| Incyte Corp note 4.750%10/0 | 0.4 | $29M | 5.0M | 5.70 | |
| XenoPort | 0.4 | $26M | 4.6M | 5.75 | |
| Array BioPharma | 0.4 | $27M | 5.3M | 5.01 | |
| NxStage Medical | 0.4 | $27M | 2.7M | 10.00 | |
| Neurocrine Biosciences (NBIX) | 0.4 | $25M | 2.6M | 9.34 | |
| Portola Pharmaceuticals | 0.4 | $25M | 958k | 25.75 | |
| Arrowhead Research | 0.3 | $23M | 2.1M | 10.85 | |
| Durata Therapeutics | 0.3 | $23M | 1.8M | 12.79 | |
| Cerus Corporation (CERS) | 0.3 | $22M | 3.4M | 6.45 | |
| Mirati Therapeutics | 0.3 | $21M | 1.3M | 16.63 | |
| Antares Pharma | 0.3 | $21M | 4.6M | 4.47 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $19M | 255k | 74.30 | |
| XOMA CORP Common equity shares | 0.3 | $19M | 2.8M | 6.73 | |
| Medtronic | 0.3 | $19M | 323k | 57.39 | |
| Valeant Pharmaceuticals Int | 0.3 | $18M | 157k | 117.40 | |
| Baxter International (BAX) | 0.2 | $17M | 244k | 69.55 | |
| Forest Laboratories | 0.2 | $17M | 289k | 60.03 | |
| Cardinal Health (CAH) | 0.2 | $15M | 230k | 66.81 | |
| Mei Pharma | 0.2 | $16M | 2.0M | 8.01 | |
| Jazz Pharmaceuticals (JAZZ) | 0.2 | $15M | 115k | 126.56 | |
| Ambit Bioscience | 0.2 | $14M | 1.5M | 9.64 | |
| Gw Pharmaceuticals Plc ads | 0.2 | $13M | 320k | 41.54 | |
| Macrogenics (MGNX) | 0.2 | $14M | 492k | 27.43 | |
| ArQule | 0.2 | $12M | 5.7M | 2.15 | |
| Vanda Pharmaceuticals (VNDA) | 0.2 | $12M | 990k | 12.41 | |
| Abbott Laboratories (ABT) | 0.2 | $12M | 305k | 38.33 | |
| Merge Healthcare | 0.2 | $11M | 4.6M | 2.32 | |
| Sinovac Biotech (SVA) | 0.1 | $10M | 1.6M | 6.12 | |
| DaVita (DVA) | 0.1 | $9.1M | 143k | 63.37 | |
| Questcor Pharmaceuticals | 0.1 | $9.0M | 165k | 54.45 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $9.1M | 279k | 32.69 | |
| Synageva Biopharma | 0.1 | $8.4M | 130k | 64.72 | |
| Inspiremd | 0.1 | $8.4M | 3.4M | 2.46 | |
| Orexigen Therapeutics Inc note 2.750%12/0 | 0.1 | $7.4M | 7.5M | 0.98 | |
| Vocera Communications | 0.1 | $7.0M | 448k | 15.61 | |
| Cubist Pharmaceuticals | 0.1 | $6.2M | 90k | 68.87 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $6.2M | 55k | 113.07 | |
| MiMedx (MDXG) | 0.1 | $6.1M | 700k | 8.74 | |
| Pernix Therapeutics Holdings | 0.1 | $5.8M | 2.3M | 2.52 | |
| Xencor (XNCR) | 0.1 | $6.4M | 703k | 9.14 | |
| Covance | 0.1 | $5.2M | 59k | 88.07 | |
| Curis | 0.1 | $5.5M | 2.0M | 2.82 | |
| Techne Corporation | 0.1 | $4.7M | 50k | 94.68 | |
| Uroplasty | 0.1 | $3.9M | 1.4M | 2.73 | |
| Supernus Pharmaceuticals (SUPN) | 0.1 | $4.4M | 580k | 7.54 | |
| Fate Therapeutics (FATE) | 0.1 | $4.4M | 702k | 6.28 | |
| Hospira | 0.1 | $3.5M | 85k | 41.28 | |
| ACADIA Pharmaceuticals (ACAD) | 0.1 | $3.4M | 135k | 24.99 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.1 | $3.7M | 1.9M | 1.95 | |
| Biolinerx Ltd-spons | 0.1 | $3.2M | 1.1M | 2.81 | |
| Qlt | 0.0 | $2.5M | 450k | 5.57 | |
| Anthera Pharmaceutcls | 0.0 | $2.9M | 933k | 3.07 | |
| Amarin Corporation (AMRN) | 0.0 | $1.2M | 600k | 1.97 | |
| Bacterin Intl Hldgs | 0.0 | $1.6M | 3.3M | 0.50 | |
| Biodel | 0.0 | $1.2M | 547k | 2.28 | |
| Ophthotech | 0.0 | $1.1M | 35k | 32.35 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $370k | 250k | 1.48 | |
| Chindex International | 0.0 | $627k | 36k | 17.42 | |
| Endologix Inc note 2.250%12/1 | 0.0 | $1.0M | 1.0M | 1.02 | |
| Biomarin Pharmaceutical Inc note 0.750%10/1 | 0.0 | $535k | 500k | 1.07 | |
| Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.0 | $540k | 500k | 1.08 | |
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $152k | 200k | 0.76 |
