Orbimed Advisors as of June 30, 2014
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 122 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercept Pharmaceuticals In | 4.6 | $391M | 1.7M | 236.25 | |
| Bristol Myers Squibb (BMY) | 4.1 | $349M | 7.2M | 48.51 | |
| Biogen Idec (BIIB) | 4.0 | $342M | 1.1M | 315.31 | |
| Allergan | 3.6 | $304M | 1.8M | 169.22 | |
| Abbvie (ABBV) | 3.5 | $294M | 5.2M | 56.44 | |
| Gilead Sciences (GILD) | 3.3 | $285M | 3.4M | 82.91 | |
| Amgen (AMGN) | 3.1 | $266M | 2.2M | 118.37 | |
| Hca Holdings (HCA) | 3.0 | $254M | 4.5M | 56.38 | |
| Illumina (ILMN) | 2.9 | $248M | 1.4M | 178.54 | |
| Relypsa | 2.8 | $242M | 9.9M | 24.32 | |
| InterMune | 2.8 | $240M | 5.4M | 44.15 | |
| Celgene Corporation | 2.7 | $228M | 2.7M | 85.88 | |
| Shire | 2.5 | $213M | 905k | 235.49 | |
| Mylan | 2.5 | $209M | 4.1M | 51.56 | |
| Incyte Corporation (INCY) | 2.3 | $198M | 3.5M | 56.44 | |
| Medivation | 2.2 | $189M | 2.4M | 77.08 | |
| Thermo Fisher Scientific (TMO) | 2.1 | $181M | 1.5M | 118.00 | |
| Agilent Technologies Inc C ommon (A) | 2.1 | $180M | 3.1M | 57.44 | |
| Perrigo Company (PRGO) | 2.0 | $172M | 1.2M | 145.76 | |
| CareFusion Corporation | 1.9 | $163M | 3.7M | 44.35 | |
| Impax Laboratories | 1.9 | $162M | 5.4M | 29.99 | |
| Intuitive Surgical (ISRG) | 1.9 | $161M | 391k | 411.80 | |
| Merck & Co (MRK) | 1.7 | $147M | 2.5M | 57.85 | |
| Express Scripts Holding | 1.7 | $144M | 2.1M | 69.33 | |
| Ironwood Pharmaceuticals (IRWD) | 1.7 | $142M | 9.2M | 15.33 | |
| St. Jude Medical | 1.4 | $124M | 1.8M | 69.25 | |
| McKesson Corporation (MCK) | 1.4 | $123M | 660k | 186.21 | |
| Zimmer Holdings (ZBH) | 1.4 | $122M | 1.2M | 103.86 | |
| Pfizer (PFE) | 1.4 | $121M | 4.1M | 29.68 | |
| Health Net | 1.4 | $119M | 2.9M | 41.54 | |
| Actavis | 1.4 | $119M | 532k | 223.05 | |
| Molina Healthcare (MOH) | 1.3 | $114M | 2.6M | 44.63 | |
| Tornier Nv | 1.1 | $95M | 4.1M | 23.38 | |
| Regeneron Pharmaceuticals (REGN) | 1.1 | $92M | 327k | 282.47 | |
| BioMarin Pharmaceutical (BMRN) | 1.1 | $89M | 1.4M | 62.21 | |
| Stryker Corporation (SYK) | 1.0 | $84M | 995k | 84.32 | |
| Insulet Corporation (PODD) | 0.9 | $78M | 2.0M | 39.67 | |
| Arrowhead Research | 0.8 | $71M | 5.0M | 14.31 | |
| Neurocrine Biosciences (NBIX) | 0.8 | $69M | 4.7M | 14.83 | |
| Spdr S&p 500 Etf (SPY) | 0.8 | $69M | 350k | 195.72 | |
| D Fluidigm Corp Del (LAB) | 0.7 | $62M | 2.1M | 29.40 | |
| Infinity Pharmaceuticals (INFIQ) | 0.7 | $60M | 4.7M | 12.74 | |
| Affymetrix | 0.7 | $59M | 6.6M | 8.91 | |
| Johnson & Johnson (JNJ) | 0.6 | $50M | 482k | 104.62 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $50M | 528k | 94.68 | |
| Alexion Pharmaceuticals | 0.6 | $49M | 312k | 156.25 | |
| OraSure Technologies (OSUR) | 0.5 | $46M | 5.4M | 8.61 | |
| Portola Pharmaceuticals | 0.5 | $40M | 1.4M | 29.18 | |
| Jazz Pharmaceuticals (JAZZ) | 0.5 | $39M | 265k | 147.01 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.5 | $39M | 150k | 257.03 | |
| Celldex Therapeutics | 0.4 | $36M | 2.2M | 16.32 | |
| Questcor Pharmaceuticals | 0.4 | $32M | 350k | 92.49 | |
| Bacterin Intl Hldgs | 0.4 | $32M | 4.8M | 6.75 | |
| Durata Therapeutics | 0.4 | $30M | 1.8M | 17.03 | |
| Array BioPharma | 0.3 | $29M | 6.4M | 4.56 | |
| EXACT Sciences Corporation (EXAS) | 0.3 | $29M | 1.7M | 17.03 | |
| Medtronic | 0.3 | $27M | 423k | 63.76 | |
| Incyte Corp note 4.750%10/0 | 0.3 | $27M | 4.2M | 6.36 | |
| XenoPort | 0.3 | $27M | 5.5M | 4.83 | |
| Eli Lilly & Co. (LLY) | 0.3 | $25M | 400k | 62.17 | |
| Mirati Therapeutics | 0.3 | $23M | 1.2M | 20.00 | |
| Alkermes (ALKS) | 0.3 | $22M | 433k | 50.33 | |
| Fluidigm Corporation convertible cor | 0.2 | $21M | 22M | 0.96 | |
| Cerus Corporation (CERS) | 0.2 | $20M | 4.7M | 4.15 | |
| Puma Biotechnology (PBYI) | 0.2 | $20M | 303k | 66.00 | |
| Cardinal Health (CAH) | 0.2 | $19M | 277k | 68.56 | |
| Qiagen | 0.2 | $19M | 781k | 24.45 | |
| NPS Pharmaceuticals | 0.2 | $18M | 550k | 33.05 | |
| Valeant Pharmaceuticals Int | 0.2 | $17M | 138k | 126.12 | |
| Five Prime Therapeutics | 0.2 | $17M | 1.1M | 15.55 | |
| Covidien | 0.2 | $16M | 181k | 90.18 | |
| Agenus | 0.1 | $12M | 3.6M | 3.22 | |
| Synageva Biopharma | 0.1 | $12M | 111k | 104.80 | |
| Mei Pharma | 0.1 | $12M | 1.9M | 6.34 | |
| NuVasive | 0.1 | $11M | 316k | 35.57 | |
| NxStage Medical | 0.1 | $11M | 795k | 14.37 | |
| Insmed (INSM) | 0.1 | $11M | 539k | 19.98 | |
| XOMA CORP Common equity shares | 0.1 | $11M | 2.4M | 4.59 | |
| Merge Healthcare | 0.1 | $11M | 4.6M | 2.27 | |
| Pernix Therapeutics Holdings | 0.1 | $10M | 1.1M | 8.98 | |
| Redhill Biopharma Ltd cmn | 0.1 | $11M | 606k | 17.49 | |
| Ambit Bioscience | 0.1 | $10M | 1.5M | 6.91 | |
| Inspiremd | 0.1 | $10M | 3.4M | 2.95 | |
| Forest Laboratories | 0.1 | $9.6M | 97k | 99.00 | |
| Sinovac Biotech | 0.1 | $9.2M | 1.6M | 5.64 | |
| Alimera Sciences | 0.1 | $9.0M | 1.5M | 5.98 | |
| Xencor (XNCR) | 0.1 | $9.3M | 802k | 11.62 | |
| ArQule | 0.1 | $8.8M | 5.7M | 1.55 | |
| D Horizon Pharma | 0.1 | $8.6M | 546k | 15.82 | |
| Abbott Laboratories (ABT) | 0.1 | $7.4M | 180k | 40.90 | |
| Vanda Pharmaceuticals (VNDA) | 0.1 | $7.4M | 455k | 16.18 | |
| Sunesis Pharmaceuticals | 0.1 | $7.8M | 1.2M | 6.52 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $7.4M | 229k | 32.27 | |
| Aetna | 0.1 | $6.5M | 80k | 81.08 | |
| WellPoint | 0.1 | $6.5M | 60k | 107.62 | |
| Cardiovascular Systems | 0.1 | $6.4M | 206k | 31.16 | |
| Cubist Pharmaceuticals | 0.1 | $6.3M | 90k | 69.82 | |
| MiMedx (MDXG) | 0.1 | $5.6M | 795k | 7.09 | |
| Vocera Communications | 0.1 | $5.9M | 448k | 13.20 | |
| Supernus Pharmaceuticals (SUPN) | 0.1 | $6.4M | 580k | 10.95 | |
| Acceleron Pharma | 0.1 | $5.8M | 172k | 33.97 | |
| Teva Pharmaceutical Industries (TEVA) | 0.1 | $5.2M | 100k | 52.42 | |
| DaVita (DVA) | 0.1 | $4.7M | 65k | 72.32 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.1 | $4.8M | 1.9M | 2.53 | |
| Ptc Therapeutics I (PTCT) | 0.1 | $4.7M | 178k | 26.14 | |
| Fate Therapeutics (FATE) | 0.1 | $4.4M | 693k | 6.31 | |
| Boston Scientific Corporation (BSX) | 0.0 | $3.5M | 272k | 12.77 | |
| AngioDynamics (ANGO) | 0.0 | $3.3M | 200k | 16.33 | |
| Uroplasty | 0.0 | $3.7M | 1.4M | 2.68 | |
| Curis | 0.0 | $3.6M | 2.0M | 1.86 | |
| Derma Sciences | 0.0 | $3.5M | 300k | 11.56 | |
| Anthera Pharmaceutcls | 0.0 | $3.2M | 933k | 3.39 | |
| Prosensa Hldgs B V Shs Usd | 0.0 | $3.3M | 264k | 12.62 | |
| Biolinerx Ltd-spons | 0.0 | $2.4M | 1.1M | 2.08 | |
| Newlink Genetics Corporation | 0.0 | $2.7M | 100k | 26.55 | |
| Volcano Corporation note 1.750%12/0 | 0.0 | $2.7M | 15M | 0.18 | |
| Amarin Corporation | 0.0 | $704k | 400k | 1.76 | |
| Biodel | 0.0 | $453k | 210k | 2.16 | |
| Endologix Inc note 2.250%12/1 | 0.0 | $1.0M | 1.0M | 1.00 | |
| Biomarin Pharmaceutical Inc note 0.750%10/1 | 0.0 | $515k | 500k | 1.03 | |
| Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.0 | $540k | 500k | 1.08 | |
| Zogenix | 0.0 | $417k | 208k | 2.01 |
