Orbimed Advisors as of March 31, 2014
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 126 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercept Pharmaceuticals In | 7.0 | $572M | 1.7M | 329.79 | |
| Gilead Sciences (GILD) | 4.7 | $382M | 5.4M | 70.86 | |
| Bristol Myers Squibb (BMY) | 4.3 | $349M | 6.7M | 51.95 | |
| Biogen Idec (BIIB) | 4.0 | $324M | 1.1M | 305.87 | |
| Allergan | 3.8 | $307M | 2.5M | 124.10 | |
| Relypsa | 3.6 | $296M | 9.9M | 29.81 | |
| Amgen (AMGN) | 3.5 | $286M | 2.3M | 123.34 | |
| Abbvie (ABBV) | 3.2 | $259M | 5.0M | 51.40 | |
| Hca Holdings (HCA) | 2.7 | $221M | 4.2M | 52.50 | |
| Illumina (ILMN) | 2.5 | $202M | 1.4M | 148.66 | |
| Mylan | 2.5 | $201M | 4.1M | 48.83 | |
| InterMune | 2.5 | $199M | 6.0M | 33.47 | |
| Celgene Corporation | 2.4 | $191M | 1.4M | 139.60 | |
| Medivation | 2.2 | $175M | 2.7M | 64.37 | |
| Perrigo Company (PRGO) | 2.1 | $171M | 1.1M | 154.66 | |
| Agilent Technologies Inc C ommon (A) | 2.1 | $170M | 3.0M | 55.92 | |
| Incyte Corporation (INCY) | 2.1 | $167M | 3.1M | 53.52 | |
| Thermo Fisher Scientific (TMO) | 2.1 | $168M | 1.4M | 120.24 | |
| Regeneron Pharmaceuticals (REGN) | 2.0 | $162M | 539k | 300.28 | |
| Express Scripts Holding | 1.9 | $158M | 2.1M | 75.09 | |
| Intuitive Surgical (ISRG) | 1.8 | $147M | 336k | 437.99 | |
| Merck & Co (MRK) | 1.8 | $145M | 2.5M | 56.77 | |
| Impax Laboratories | 1.7 | $141M | 5.3M | 26.42 | |
| Pfizer (PFE) | 1.4 | $118M | 3.7M | 32.12 | |
| McKesson Corporation (MCK) | 1.3 | $102M | 579k | 176.57 | |
| BioMarin Pharmaceutical (BMRN) | 1.2 | $102M | 1.5M | 68.21 | |
| Actavis | 1.2 | $102M | 495k | 205.85 | |
| Insulet Corporation (PODD) | 1.1 | $92M | 1.9M | 47.42 | |
| CareFusion Corporation | 1.1 | $91M | 2.3M | 40.22 | |
| Neurocrine Biosciences (NBIX) | 1.1 | $88M | 5.5M | 16.10 | |
| Shire | 1.1 | $87M | 587k | 148.53 | |
| Health Net | 1.1 | $87M | 2.6M | 34.01 | |
| Molina Healthcare (MOH) | 1.0 | $85M | 2.3M | 37.56 | |
| Spdr S&p 500 Etf (SPY) | 0.9 | $75M | 400k | 187.01 | |
| St. Jude Medical | 0.9 | $75M | 1.1M | 65.39 | |
| Prothena (PRTA) | 0.9 | $72M | 1.9M | 38.31 | |
| D Fluidigm Corp Del (LAB) | 0.8 | $68M | 1.5M | 44.07 | |
| Zimmer Holdings (ZBH) | 0.8 | $68M | 716k | 94.58 | |
| Arrowhead Research | 0.8 | $64M | 3.9M | 16.42 | |
| Acceleron Pharma | 0.8 | $64M | 1.9M | 34.50 | |
| Johnson & Johnson (JNJ) | 0.7 | $59M | 597k | 98.23 | |
| Infinity Pharmaceuticals (INFIQ) | 0.7 | $56M | 4.7M | 11.89 | |
| Stryker Corporation (SYK) | 0.6 | $51M | 627k | 81.47 | |
| Affymetrix | 0.6 | $48M | 6.7M | 7.13 | |
| OraSure Technologies (OSUR) | 0.5 | $43M | 5.4M | 7.97 | |
| Celldex Therapeutics | 0.5 | $42M | 2.3M | 17.67 | |
| Alexion Pharmaceuticals | 0.5 | $41M | 267k | 152.13 | |
| Eli Lilly & Co. (LLY) | 0.4 | $32M | 543k | 58.86 | |
| Tornier Nv | 0.4 | $31M | 1.5M | 21.22 | |
| Array BioPharma | 0.4 | $30M | 6.3M | 4.70 | |
| XenoPort | 0.3 | $29M | 5.5M | 5.17 | |
| EXACT Sciences Corporation (EXAS) | 0.3 | $28M | 2.0M | 14.17 | |
| NxStage Medical | 0.3 | $27M | 2.1M | 12.74 | |
| Incyte Corp note 4.750%10/0 | 0.3 | $25M | 4.2M | 5.89 | |
| Tesaro | 0.3 | $25M | 848k | 29.48 | |
| Portola Pharmaceuticals | 0.3 | $25M | 958k | 25.90 | |
| Durata Therapeutics | 0.3 | $24M | 1.8M | 13.47 | |
| Mirati Therapeutics | 0.3 | $24M | 1.3M | 19.07 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.3 | $24M | 100k | 236.40 | |
| Cerus Corporation (CERS) | 0.3 | $23M | 4.7M | 4.80 | |
| Ptc Therapeutics I (PTCT) | 0.3 | $22M | 830k | 26.14 | |
| Mei Pharma | 0.3 | $21M | 1.9M | 11.13 | |
| Five Prime Therapeutics | 0.3 | $21M | 1.1M | 19.66 | |
| Medtronic | 0.2 | $20M | 323k | 61.54 | |
| Fluidigm Corporation convertible cor | 0.2 | $19M | 17M | 1.14 | |
| Cardinal Health (CAH) | 0.2 | $19M | 267k | 69.98 | |
| Aegerion Pharmaceuticals | 0.2 | $19M | 400k | 46.18 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $18M | 257k | 70.72 | |
| Valeant Pharmaceuticals Int | 0.2 | $18M | 133k | 131.83 | |
| Ironwood Pharmaceuticals (IRWD) | 0.2 | $17M | 1.4M | 12.32 | |
| Agenus | 0.2 | $16M | 5.1M | 3.17 | |
| Jazz Pharmaceuticals (JAZZ) | 0.2 | $16M | 115k | 138.68 | |
| Volcano Corporation note 1.750%12/0 | 0.2 | $15M | 15M | 0.99 | |
| Ambit Bioscience | 0.2 | $14M | 1.5M | 9.12 | |
| Macrogenics (MGNX) | 0.2 | $14M | 492k | 27.83 | |
| AstraZeneca (AZN) | 0.2 | $13M | 200k | 64.88 | |
| Inovio Pharmaceuticals | 0.2 | $13M | 4.0M | 3.33 | |
| XOMA CORP Common equity shares | 0.2 | $13M | 2.4M | 5.21 | |
| NuVasive | 0.1 | $12M | 316k | 38.41 | |
| Sinovac Biotech | 0.1 | $12M | 1.6M | 7.20 | |
| Alimera Sciences | 0.1 | $12M | 1.5M | 7.89 | |
| ArQule | 0.1 | $12M | 5.7M | 2.05 | |
| Merge Healthcare | 0.1 | $11M | 4.6M | 2.44 | |
| Antares Pharma | 0.1 | $11M | 3.2M | 3.50 | |
| Pernix Therapeutics Holdings | 0.1 | $12M | 2.2M | 5.35 | |
| Exelixis (EXEL) | 0.1 | $10M | 2.9M | 3.54 | |
| Inspiremd | 0.1 | $10M | 3.4M | 3.05 | |
| DaVita (DVA) | 0.1 | $9.8M | 143k | 68.85 | |
| Xencor (XNCR) | 0.1 | $9.4M | 802k | 11.73 | |
| Forest Laboratories | 0.1 | $8.7M | 94k | 92.27 | |
| Synageva Biopharma | 0.1 | $9.2M | 111k | 82.97 | |
| Redhill Biopharma Ltd cmn | 0.1 | $8.9M | 632k | 14.09 | |
| UnitedHealth (UNH) | 0.1 | $8.4M | 102k | 81.99 | |
| Questcor Pharmaceuticals | 0.1 | $8.4M | 130k | 64.92 | |
| Sunesis Pharmaceuticals | 0.1 | $7.9M | 1.2M | 6.61 | |
| Vanda Pharmaceuticals (VNDA) | 0.1 | $7.5M | 462k | 16.25 | |
| Vocera Communications | 0.1 | $7.3M | 448k | 16.33 | |
| Abbott Laboratories (ABT) | 0.1 | $6.7M | 174k | 38.51 | |
| Cubist Pharmaceuticals | 0.1 | $6.6M | 90k | 73.16 | |
| Covance | 0.1 | $6.5M | 63k | 103.90 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $6.4M | 221k | 28.94 | |
| Bluebird Bio | 0.1 | $6.6M | 289k | 22.74 | |
| Fate Therapeutics (FATE) | 0.1 | $6.7M | 693k | 9.74 | |
| Curis | 0.1 | $5.5M | 2.0M | 2.82 | |
| Raptor Pharmaceutical | 0.1 | $6.0M | 600k | 10.00 | |
| Gw Pharmaceuticals Plc ads | 0.1 | $5.7M | 96k | 59.37 | |
| Aetna | 0.1 | $4.7M | 63k | 74.97 | |
| Uroplasty | 0.1 | $4.9M | 1.4M | 3.63 | |
| MiMedx (MDXG) | 0.1 | $4.9M | 795k | 6.13 | |
| Supernus Pharmaceuticals (SUPN) | 0.1 | $5.2M | 580k | 8.94 | |
| Boston Scientific Corporation (BSX) | 0.1 | $3.7M | 272k | 13.52 | |
| Derma Sciences | 0.1 | $3.8M | 300k | 12.68 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.1 | $4.3M | 1.9M | 2.26 | |
| Bacterin Intl Hldgs | 0.1 | $4.0M | 4.8M | 0.84 | |
| AngioDynamics (ANGO) | 0.0 | $3.2M | 200k | 15.75 | |
| D Horizon Pharma | 0.0 | $3.0M | 196k | 15.12 | |
| Anthera Pharmaceutcls | 0.0 | $3.1M | 933k | 3.35 | |
| Biolinerx Ltd-spons | 0.0 | $2.5M | 1.1M | 2.23 | |
| MannKind Corporation | 0.0 | $1.6M | 400k | 4.02 | |
| Qlt | 0.0 | $1.7M | 300k | 5.56 | |
| Amarin Corporation | 0.0 | $724k | 400k | 1.81 | |
| Zogenix | 0.0 | $874k | 308k | 2.84 | |
| Biodel | 0.0 | $1.1M | 400k | 2.73 | |
| Endologix Inc note 2.250%12/1 | 0.0 | $960k | 1.0M | 0.96 | |
| Biomarin Pharmaceutical Inc note 0.750%10/1 | 0.0 | $545k | 500k | 1.09 | |
| Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.0 | $555k | 500k | 1.11 |
