Orbimed Advisors as of Sept. 30, 2014
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 121 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shire | 5.9 | $562M | 2.2M | 259.05 | |
| Gilead Sciences (GILD) | 4.2 | $401M | 3.8M | 106.45 | |
| Amgen (AMGN) | 4.1 | $394M | 2.8M | 140.46 | |
| Biogen Idec (BIIB) | 4.1 | $394M | 1.2M | 330.81 | |
| Bristol Myers Squibb (BMY) | 4.1 | $389M | 7.6M | 51.18 | |
| Intercept Pharmaceuticals In | 3.7 | $352M | 1.5M | 236.69 | |
| Actavis | 3.6 | $347M | 1.4M | 241.28 | |
| Abbvie (ABBV) | 3.3 | $316M | 5.5M | 57.76 | |
| Celgene Corporation | 3.3 | $315M | 3.3M | 94.78 | |
| Hca Holdings (HCA) | 3.1 | $297M | 4.2M | 70.52 | |
| Medivation | 2.4 | $225M | 2.3M | 98.87 | |
| Illumina (ILMN) | 2.3 | $220M | 1.3M | 163.92 | |
| CareFusion Corporation | 2.2 | $215M | 4.8M | 45.25 | |
| Cooper Companies | 2.2 | $209M | 1.3M | 155.75 | |
| Thermo Fisher Scientific (TMO) | 2.1 | $206M | 1.7M | 121.70 | |
| Relypsa | 1.9 | $187M | 8.9M | 21.09 | |
| Intuitive Surgical (ISRG) | 1.9 | $178M | 386k | 461.82 | |
| Agilent Technologies Inc C ommon (A) | 1.8 | $175M | 4.3M | 40.75 | |
| Perrigo Company (PRGO) | 1.8 | $172M | 1.1M | 150.19 | |
| Incyte Corporation (INCY) | 1.7 | $160M | 3.3M | 49.05 | |
| Allergan | 1.7 | $160M | 898k | 178.19 | |
| Merck & Co (MRK) | 1.6 | $158M | 2.7M | 59.28 | |
| Impax Laboratories | 1.6 | $158M | 6.7M | 23.71 | |
| Ironwood Pharmaceuticals (IRWD) | 1.6 | $156M | 12M | 12.96 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.6 | $152M | 1.4M | 112.31 | |
| Express Scripts Holding | 1.6 | $148M | 2.1M | 70.63 | |
| Health Net | 1.5 | $142M | 3.1M | 46.11 | |
| McKesson Corporation (MCK) | 1.4 | $138M | 708k | 194.67 | |
| Regeneron Pharmaceuticals (REGN) | 1.4 | $133M | 370k | 360.52 | |
| Zimmer Holdings (ZBH) | 1.3 | $127M | 1.3M | 100.55 | |
| Molina Healthcare (MOH) | 1.2 | $116M | 2.7M | 42.30 | |
| Tornier Nv | 1.2 | $115M | 4.8M | 23.90 | |
| Neurocrine Biosciences (NBIX) | 0.9 | $91M | 5.8M | 15.67 | |
| Stryker Corporation (SYK) | 0.8 | $81M | 1.0M | 80.75 | |
| Pfizer (PFE) | 0.8 | $79M | 2.7M | 29.57 | |
| Arrowhead Research | 0.8 | $77M | 5.2M | 14.77 | |
| Wright Medical | 0.8 | $74M | 2.4M | 30.30 | |
| Insulet Corporation (PODD) | 0.8 | $72M | 2.0M | 36.85 | |
| Spdr S&p 500 Etf (SPY) | 0.7 | $69M | 350k | 197.02 | |
| NPS Pharmaceuticals | 0.7 | $68M | 2.6M | 26.00 | |
| Puma Biotechnology (PBYI) | 0.7 | $65M | 273k | 238.57 | |
| Infinity Pharmaceuticals (INFIQ) | 0.7 | $64M | 4.7M | 13.42 | |
| St. Jude Medical | 0.6 | $62M | 1.0M | 60.13 | |
| Otonomy | 0.6 | $54M | 2.3M | 24.00 | |
| Affymetrix | 0.6 | $52M | 6.6M | 7.98 | |
| Alexion Pharmaceuticals | 0.5 | $52M | 312k | 165.82 | |
| D Fluidigm Corp Del (LAB) | 0.5 | $52M | 2.1M | 24.50 | |
| Johnson & Johnson (JNJ) | 0.5 | $45M | 423k | 106.59 | |
| Salix Pharmaceuticals | 0.5 | $44M | 282k | 156.24 | |
| OraSure Technologies (OSUR) | 0.4 | $39M | 5.4M | 7.22 | |
| Qiagen | 0.4 | $39M | 1.7M | 22.77 | |
| Covidien | 0.4 | $37M | 431k | 86.51 | |
| Affimed Therapeutics B V | 0.4 | $37M | 5.8M | 6.30 | |
| Teva Pharmaceutical Industries (TEVA) | 0.4 | $36M | 662k | 53.75 | |
| EXACT Sciences Corporation (EXAS) | 0.3 | $33M | 1.7M | 19.38 | |
| Roka Bioscience | 0.3 | $32M | 3.2M | 10.05 | |
| XenoPort | 0.3 | $30M | 5.5M | 5.38 | |
| Cerus Corporation (CERS) | 0.3 | $29M | 7.2M | 4.01 | |
| Celldex Therapeutics | 0.3 | $28M | 2.2M | 12.96 | |
| Insys Therapeutics | 0.3 | $29M | 736k | 38.78 | |
| Loxo Oncology | 0.3 | $29M | 2.2M | 13.13 | |
| Mallinckrodt Pub | 0.3 | $27M | 294k | 90.15 | |
| Medtronic | 0.3 | $26M | 423k | 61.95 | |
| Array BioPharma | 0.2 | $23M | 6.4M | 3.57 | |
| NuVasive | 0.2 | $23M | 662k | 34.87 | |
| Incyte Corp note 4.750%10/0 | 0.2 | $23M | 4.2M | 5.46 | |
| Pacira Pharmaceuticals (PCRX) | 0.2 | $23M | 238k | 96.92 | |
| Durata Therapeutics | 0.2 | $23M | 1.8M | 12.68 | |
| Ambit Bioscience | 0.2 | $23M | 1.5M | 15.40 | |
| Magellan Health Services | 0.2 | $22M | 403k | 54.73 | |
| Cardinal Health (CAH) | 0.2 | $21M | 277k | 74.92 | |
| Portola Pharmaceuticals | 0.2 | $22M | 851k | 25.28 | |
| Mirati Therapeutics | 0.2 | $20M | 1.2M | 17.51 | |
| Valeant Pharmaceuticals Int | 0.2 | $18M | 138k | 131.20 | |
| Jazz Pharmaceuticals (JAZZ) | 0.2 | $19M | 115k | 160.56 | |
| Gw Pharmaceuticals Plc ads | 0.2 | $18M | 221k | 80.85 | |
| Fluidigm Corporation convertible cor | 0.2 | $19M | 22M | 0.85 | |
| UnitedHealth (UNH) | 0.2 | $17M | 200k | 86.25 | |
| Sage Therapeutics (SAGE) | 0.2 | $17M | 537k | 31.50 | |
| Proqr Thrapeutics N V shs euro (PRQR) | 0.2 | $16M | 950k | 17.19 | |
| WellPoint | 0.1 | $14M | 119k | 119.62 | |
| Sinovac Biotech | 0.1 | $14M | 2.8M | 4.81 | |
| Volcano Corporation note 1.750%12/0 | 0.1 | $13M | 15M | 0.87 | |
| Mei Pharma | 0.1 | $13M | 1.9M | 6.90 | |
| Ophthotech | 0.1 | $13M | 339k | 38.93 | |
| Five Prime Therapeutics | 0.1 | $13M | 1.1M | 11.73 | |
| Sunesis Pharmaceuticals | 0.1 | $11M | 1.6M | 7.14 | |
| Agenus | 0.1 | $11M | 3.6M | 3.11 | |
| Merge Healthcare | 0.1 | $10M | 4.6M | 2.20 | |
| XOMA CORP Common equity shares | 0.1 | $10M | 2.4M | 4.21 | |
| Horizon Pharma | 0.1 | $11M | 896k | 12.28 | |
| Pernix Therapeutics Holdings | 0.1 | $8.2M | 1.1M | 7.68 | |
| Abbott Laboratories (ABT) | 0.1 | $7.5M | 180k | 41.59 | |
| Eli Lilly & Co. (LLY) | 0.1 | $7.3M | 112k | 64.85 | |
| Mylan | 0.1 | $7.7M | 169k | 45.49 | |
| Alimera Sciences | 0.1 | $8.1M | 1.5M | 5.42 | |
| Synageva Biopharma | 0.1 | $7.6M | 111k | 68.78 | |
| Redhill Biopharma Ltd cmn | 0.1 | $8.0M | 606k | 13.17 | |
| Xencor (XNCR) | 0.1 | $7.8M | 839k | 9.31 | |
| Aetna | 0.1 | $6.5M | 80k | 81.00 | |
| ArQule | 0.1 | $6.4M | 5.7M | 1.12 | |
| Inspiremd | 0.1 | $6.9M | 3.2M | 2.20 | |
| MiMedx (MDXG) | 0.1 | $5.7M | 795k | 7.13 | |
| AMAG Pharmaceuticals | 0.1 | $5.0M | 158k | 31.91 | |
| DaVita (DVA) | 0.1 | $4.8M | 65k | 73.14 | |
| Supernus Pharmaceuticals (SUPN) | 0.1 | $5.0M | 580k | 8.69 | |
| Uroplasty | 0.0 | $3.4M | 1.4M | 2.50 | |
| Cardiovascular Systems | 0.0 | $4.0M | 170k | 23.63 | |
| Fate Therapeutics (FATE) | 0.0 | $3.5M | 693k | 5.10 | |
| Boston Scientific Corporation (BSX) | 0.0 | $3.2M | 272k | 11.81 | |
| Curis | 0.0 | $2.7M | 2.0M | 1.41 | |
| Derma Sciences | 0.0 | $2.5M | 300k | 8.33 | |
| Achillion Pharmaceuticals | 0.0 | $1.6M | 158k | 9.98 | |
| Biolinerx Ltd-spons | 0.0 | $1.7M | 1.1M | 1.54 | |
| Newlink Genetics Corporation | 0.0 | $2.1M | 100k | 21.42 | |
| Bacterin Intl Hldgs | 0.0 | $2.1M | 475k | 4.48 | |
| Endologix Inc note 2.250%12/1 | 0.0 | $900k | 1.0M | 0.90 | |
| Biomarin Pharmaceutical Inc note 0.750%10/1 | 0.0 | $530k | 500k | 1.06 | |
| Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.0 | $550k | 500k | 1.10 | |
| Amarin Corporation | 0.0 | $436k | 400k | 1.09 | |
| Biodel | 0.0 | $350k | 210k | 1.67 |
